567 lines
17 KiB
Python
567 lines
17 KiB
Python
custom_fields = {
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"Customer": [
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Customer Company Link",
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insert_after="customer_type"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Customer Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Customer On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="projects",
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label="Projects",
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fieldtype="Table",
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options="Customer Project Link",
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insert_after="onsite_meetings"
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),
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dict(
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fieldname="sales_orders",
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label="Sales Orders",
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fieldtype="Table",
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options="Customer Sales Order Link",
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insert_after="projects"
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),
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dict(
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fieldname="from_lead",
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label="From Lead",
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fieldtype="Link",
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options="Lead",
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insert_after="customer_name"
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),
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dict(
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fieldname="properties",
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label="Properties",
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fieldtype="Table",
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options="Customer Address Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Customer Contact Link",
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insert_after="properties"
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),
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="contacts"
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),
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dict(
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fieldname="tasks",
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label="Tasks",
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fieldtype="Table",
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options="Customer Task Link",
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insert_after="projects"
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)
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],
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"Lead": [
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Lead On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="custom_billing_address",
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label="Custom Address",
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fieldtype="Link",
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options="Address",
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insert_after="customer_name"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Lead Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Lead Company Link",
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insert_after="customer_type"
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Individual\nCompany\nPartnership",
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insert_after="lead_name"
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),
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dict(
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fieldname="properties",
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label="Properties",
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fieldtype="Table",
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options="Lead Address Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Lead Contact Link",
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insert_after="properties"
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),
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="contacts"
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)
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],
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"Address": [
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dict(
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fieldname="primary_contact",
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label="Primary Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="address_title"
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),
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dict(
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fieldname="projects",
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label="Projects",
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fieldtype="Table",
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options="Address Project Link",
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insert_after="onsite_meetings"
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),
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dict(
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fieldname="sales_orders",
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label="Sales Orders",
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fieldtype="Table",
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options="Address Sales Order Link",
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insert_after="projects"
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),
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dict(
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fieldname="onsite_meetings",
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label="On-Site Meetings",
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fieldtype="Table",
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options="Address On-Site Meeting Link",
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insert_after="quotations"
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),
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dict(
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fieldname="quotations",
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label="Quotations",
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fieldtype="Table",
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options="Address Quotation Link",
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insert_after="companies"
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),
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dict(
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fieldname="full_address",
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label="Full Address",
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fieldtype="Data",
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insert_after="country"
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),
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dict(
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fieldname="latitude",
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label="Latitude",
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fieldtype="Float",
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precision=8,
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insert_after="full_address"
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),
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dict(
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fieldname="longitude",
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label="Longitude",
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fieldtype="Float",
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precision=8,
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insert_after="latitude"
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),
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dict(
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fieldname="onsite_meeting_scheduled",
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label="On-Site Meeting Scheduled",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="longitude"
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),
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dict(
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fieldname="estimate_sent_status",
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label="Estimate Sent Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="onsite_meeting_scheduled"
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),
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dict(
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fieldname="job_status",
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label="Job Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="estimate_sent_status"
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),
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dict(
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fieldname="payment_received_status",
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label="Payment Received Status",
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fieldtype="Select",
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options="Not Started\nIn Progress\nCompleted",
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default="Not Started",
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insert_after="job_status"
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),
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dict(
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fieldname="lead_name",
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label="Lead Name",
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fieldtype="Data",
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insert_after="custom_customer_to_bill"
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Customer\nLead",
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insert_after="lead_name"
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),
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dict(
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fieldname="customer_name",
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label="Customer Name",
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fieldtype="Dynamic Link",
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options="customer_type",
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insert_after="customer_type"
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),
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dict(
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fieldname="contacts",
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label="Contacts",
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fieldtype="Table",
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options="Address Contact Link",
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insert_after="customer_name"
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),
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dict(
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fieldname="companies",
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label="Companies",
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fieldtype="Table",
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options="Address Company Link",
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insert_after="contacts"
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),
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dict(
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fieldname="tasks",
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label="Tasks",
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fieldtype="Table",
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options="Address Task Link",
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insert_after="projects"
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),
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dict(
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fieldname="custom_subdivision",
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label="Subdivision",
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fieldtype="Link",
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options="Territory",
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insert_after="address_line2"
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),
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dict(
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fieldname="custom_customer_to_bill",
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label="Customer To Bill",
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fieldtype="Link",
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options="Customer",
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insert_after="custom_subdivision"
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)
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],
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"Contact": [
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dict(
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fieldname="role",
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label="Role",
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fieldtype="Select",
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options="Owner\nProperty Manager\nTenant\nBuilder\nNeighbor\nFamily Member\nRealtor\nOther",
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insert_after="designation"
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),
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dict(
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fieldname="email",
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label="Email",
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fieldtype="Data",
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insert_after="last_name",
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options="Email"
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Customer\nLead",
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insert_after="email"
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),
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dict(
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fieldname="customer_name",
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label="Customer Name",
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fieldtype="Dynamic Link",
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options="customer_type",
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insert_after="customer_type"
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),
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dict(
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fieldname="addresses",
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label="Addresses",
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fieldtype="Table",
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options="Contact Address Link",
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insert_after="customer_name"
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)
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],
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"On-Site Meeting": [
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dict(
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fieldname="notes",
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label="Notes",
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fieldtype="Small Text",
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insert_after="address"
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),
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dict(
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fieldname="assigned_employee",
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label="Assigned Employee",
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fieldtype="Link",
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options="Employee",
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insert_after="notes"
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),
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dict(
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fieldname="status",
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label="Status",
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fieldtype="Select",
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options="Unscheduled\nScheduled\nCompleted\nCancelled",
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default="Unscheduled",
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insert_after="start_time"
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),
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dict(
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fieldname="completed_by",
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label="Completed By",
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fieldtype="Link",
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options="Employee",
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insert_after="status"
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),
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dict(
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fieldname="company",
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label="Company",
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fieldtype="Link",
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options="Company",
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insert_after="assigned_employee"
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),
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dict(
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fieldname="party_type",
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label="Party Type",
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fieldtype="Select",
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options="Customer\nLead",
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insert_after="company"
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),
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dict(
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fieldname="party_name",
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label="Party Name",
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fieldtype="Dynamic Link",
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options="party_type",
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insert_after="party_type"
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),
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dict(
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fieldname="contact",
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label="Contact",
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fieldtype="Link",
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options="Contact",
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insert_after="party_name"
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),
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dict(
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fieldname="project_template",
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label="Project Template",
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fieldtype="Link",
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options="Project Template",
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insert_after="company"
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)
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],
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"Quotation": [
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dict(
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fieldname="requires_half_payment",
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label="Requires Half Payment",
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fieldtype="Check",
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default=0,
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insert_after="custom_installation_address"
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),
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dict(
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fieldname="custom_quotation_template",
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label="Quotation Template",
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fieldtype="Link",
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options="Quotation Template",
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insert_after="company",
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description="The template used for generating this quotation."
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),
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dict(
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fieldname="custom_project_template",
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label="Project Template",
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fieldtype="Link",
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options="Project Template",
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insert_after="custom_quotation_template",
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description="The project template to use when creating a project from this quotation.",
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allow_on_submit=1
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),
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dict(
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fieldname="custom_job_address",
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label="Job Address",
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fieldtype="Link",
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options="Address",
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insert_after="custom_installation_address",
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description="The address where the job will be performed.",
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allow_on_submit=1
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),
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dict(
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fieldname="from_onsite_meeting",
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label="From On-Site Meeting",
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fieldtype="Link",
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options="On-Site Meeting",
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insert_after="custom_job_address"
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),
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dict(
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fieldname="from_onsite_meeting",
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label="From On-Site Meeting",
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fieldtype="Link",
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options="On-Site Meeting",
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insert_after="custom_job_address"
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),
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dict(
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fieldname="actual_customer_name",
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label="Customer",
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fieldtype="Dynamic Link",
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options="customer_type",
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insert_after="from_onsite_meeting",
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allow_on_submit=1
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),
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dict(
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fieldname="customer_type",
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label="Customer Type",
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fieldtype="Select",
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options="Customer\nLead",
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insert_after="customer_name",
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allow_on_submit=1
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)
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],
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"Sales Order": [
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dict(
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fieldname="requires_half_payment",
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label="Requires Half Payment",
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fieldtype="Check",
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default=0,
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insert_after="custom_installation_address"
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),
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dict(
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fieldname="custom_project_template",
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label="Project Template",
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fieldtype="Link",
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options="Project Template",
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description="The project template to use when creating a project from this sales order.",
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insert_after="custom_installation_address",
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allow_on_submit=1
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),
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dict(
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fieldname="custom_job_address",
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label="Job Address",
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fieldtype="Link",
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options="Address",
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insert_after="custom_installation_address",
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description="The address where the job will be performed.",
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allow_on_submit=1
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)
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],
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"Project": [
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dict(
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fieldname="job_address",
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label="Job Address",
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fieldtype="Link",
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options="Address",
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insert_after="project_name",
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description="The address where the job is being performed."
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),
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dict(
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fieldname="customer",
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label="Customer",
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fieldtype="Link",
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options="Customer",
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insert_after="job_address",
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description="The customer for whom the project is being executed."
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),
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dict(
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fieldname="expected_start_time",
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label="Expected Start Time",
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fieldtype="Time",
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insert_after="expected_start_date"
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),
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dict(
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fieldname="expected_end_time",
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label="Expected End Time",
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fieldtype="Time",
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insert_after="expected_end_date"
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),
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dict(
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fieldname="actual_start_time",
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label="Actual Start Time",
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fieldtype="Time",
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insert_after="actual_start_date"
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),
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dict(
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fieldname="actual_end_time",
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label="Actual End Time",
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fieldtype="Time",
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insert_after="actual_end_date"
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),
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dict(
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fieldname="is_scheduled",
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label="Is Scheduled",
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fieldtype="Check",
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default=0,
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insert_after="is_half_down_paid"
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),
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dict(
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fieldname="invoice_status",
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label="Invoice Status",
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fieldtype="Select",
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default="Not Ready",
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options="Not Ready\nReady to Invoice\nInvoice Created\nInvoice Sent",
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insert_after="is_scheduled"
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),
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dict(
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fieldname="requires_half_payment",
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label="Requires Half Payment",
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fieldtype="Check",
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default=0,
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insert_after="expected_end_time"
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),
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dict(
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fieldname="is_half_down_paid",
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label="Is Half Down Paid",
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fieldtype="Check",
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default=0,
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insert_after="requires_half_payment"
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),
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],
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"Project Template": [
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dict(
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fieldname="company",
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label="Company",
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fieldtype="Link",
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options="Company",
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insert_after="project_type",
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description="The company associated with this project template."
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),
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dict(
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fieldname="calendar_color",
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label="Calendar Color",
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fieldtype="Color",
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insert_after="company"
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)
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],
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"Task": [
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dict(
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fieldname="project_template",
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label="Project Template",
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fieldtype="Link",
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options="Project Template",
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insert_after="project"
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)
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]
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}
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