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This commit is contained in:
phaichayon
2026-07-14 16:15:30 +07:00
parent a16dc8e548
commit a9dcc11ea9
9 changed files with 1346 additions and 82 deletions
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20
setup/ALLA-ONVALLA/approval-steps.csv
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@@ -1,13 +1,13 @@
organization_code,workflow_code,step_number,role_code,role_name,approval_mode,is_required,sla_hours,calendar_mode,timeout_action
ALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,escalate
ALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,escalate
ALLA,quotation_executive_review,3,top_manager,Top Manager,sequential,true,72,calendar_days,none
ONVALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ONVALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ONVALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ONVALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ONVALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,escalate
ONVALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,escalate
ONVALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,escalate
ONVALLA,quotation_executive_review,3,top_manager,Top Manager,sequential,true,72,calendar_days,none
1 organization_code workflow_code step_number role_code role_name approval_mode is_required sla_hours calendar_mode timeout_action
2 ALLA quotation_standard 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
3 ALLA quotation_manager_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
4 ALLA quotation_manager_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate escalate
5 ALLA quotation_executive_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
6 ALLA quotation_executive_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate escalate
7 ALLA quotation_executive_review 3 top_manager Top Manager sequential true 72 calendar_days none
8 ONVALLA quotation_standard 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
9 ONVALLA quotation_manager_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
10 ONVALLA quotation_manager_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate escalate
11 ONVALLA quotation_executive_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate escalate
12 ONVALLA quotation_executive_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate escalate
13 ONVALLA quotation_executive_review 3 top_manager Top Manager sequential true 72 calendar_days none

17
setup/ALLA-ONVALLA/document-sequences.csv
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@@ -1,6 +1,13 @@
organization_code,branch_code,product_type_code,document_type,prefix,period,current_number,padding_length,format,reset_policy,is_active
ALLA,head_office,crane,customer,CUS,yearly,0,4,{prefix}-{yyyy}-{running},period,true
ALLA,head_office,crane,lead,LD,yearly,0,4,{prefix}-{yyyy}-{running},period,true
ALLA,head_office,crane,opportunity,OP,yearly,0,4,{prefix}-{yyyy}-{running},period,true
ALLA,head_office,crane,quotation,QT-AL-CR,monthly,0,4,{prefix}-{yy}{MM}-{running},period,true
ONVALLA,head_office,crane,quotation,QT-ON-CR,monthly,0,4,{prefix}-{yy}{MM}-{running},period,true
ALLA,head_office,,customer,CUS,2607,0,3,{prefix}{period}-{running},period,true
ALLA,head_office,,crm_lead,LD,2607,0,3,{prefix}{period}-{running},period,true
ALLA,head_office,,opportunity,OP,2607,0,3,{prefix}{period}-{running},period,true
ALLA,head_office,,crm_opportunity,EN,2607,0,3,{prefix}{period}-{running},period,true
ALLA,head_office,crane,quotation,QT-AL-CR,2607,0,4,{prefix}{period}-{running},period,true
ALLA,head_office,dockdoor,quotation,QT-AL-DK,2607,0,4,{prefix}{period}-{running},period,true
ONVALLA,head_office,,customer,CUS,2607,0,3,{prefix}{period}-{running},period,true
ONVALLA,head_office,,crm_lead,LD,2607,0,3,{prefix}{period}-{running},period,true
ONVALLA,head_office,,opportunity,OP,2607,0,3,{prefix}{period}-{running},period,true
ONVALLA,head_office,,crm_opportunity,EN,2607,0,3,{prefix}{period}-{running},period,true
ONVALLA,head_office,crane,quotation,QT-ON-CR,2607,0,4,{prefix}{period}-{running},period,true
ONVALLA,head_office,solarcell,quotation,QT-ON-SC,2607,0,4,{prefix}{period}-{running},period,true
1 organization_code branch_code product_type_code document_type prefix period current_number padding_length format reset_policy is_active
2 ALLA head_office crane customer CUS yearly 2607 0 4 3 {prefix}-{yyyy}-{running} {prefix}{period}-{running} period true
3 ALLA head_office crane lead crm_lead LD yearly 2607 0 4 3 {prefix}-{yyyy}-{running} {prefix}{period}-{running} period true
4 ALLA head_office crane opportunity OP yearly 2607 0 4 3 {prefix}-{yyyy}-{running} {prefix}{period}-{running} period true
5 ALLA head_office crane quotation crm_opportunity QT-AL-CR EN monthly 2607 0 4 3 {prefix}-{yy}{MM}-{running} {prefix}{period}-{running} period true
6 ONVALLA ALLA head_office crane quotation QT-ON-CR QT-AL-CR monthly 2607 0 4 {prefix}-{yy}{MM}-{running} {prefix}{period}-{running} period true
7 ALLA head_office dockdoor quotation QT-AL-DK 2607 0 4 {prefix}{period}-{running} period true
8 ONVALLA head_office customer CUS 2607 0 3 {prefix}{period}-{running} period true
9 ONVALLA head_office crm_lead LD 2607 0 3 {prefix}{period}-{running} period true
10 ONVALLA head_office opportunity OP 2607 0 3 {prefix}{period}-{running} period true
11 ONVALLA head_office crm_opportunity EN 2607 0 3 {prefix}{period}-{running} period true
12 ONVALLA head_office crane quotation QT-ON-CR 2607 0 4 {prefix}{period}-{running} period true
13 ONVALLA head_office solarcell quotation QT-ON-SC 2607 0 4 {prefix}{period}-{running} period true

12
setup/ALLA-ONVALLA/master-options.csv
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@@ -1,4 +1,16 @@
organization_code,category,code,label,value,parent_category,parent_code,sort_order,is_active,metadata_json
ALLA,crm_currency,thb,Thai Baht,THB,,,1,true,{}
ONVALLA,crm_currency,thb,Thai Baht,THB,,,1,true,{}
ALLA,crm_lead_status,new_job,New Job,new_job,,,1,true,{}
ALLA,crm_lead_status,follow_up,Follow Up,follow_up,,,2,true,{}
ALLA,crm_lead_status,assigned,Assigned,assigned,,,3,true,{}
ALLA,crm_lead_status,closed_lost,Closed Lost,closed_lost,,,4,true,{}
ALLA,crm_lead_status,cancel,Cancel,cancel,,,5,true,{}
ONVALLA,crm_lead_status,new_job,New Job,new_job,,,1,true,{}
ONVALLA,crm_lead_status,follow_up,Follow Up,follow_up,,,2,true,{}
ONVALLA,crm_lead_status,assigned,Assigned,assigned,,,3,true,{}
ONVALLA,crm_lead_status,closed_lost,Closed Lost,closed_lost,,,4,true,{}
ONVALLA,crm_lead_status,cancel,Cancel,cancel,,,5,true,{}
ALLA,crm_customer_group,construction,Construction,,,,1,true,{}
ALLA,crm_customer_group,industrial,Industrial,,,,2,true,{}
1 organization_code category code label value parent_category parent_code sort_order is_active metadata_json
2 ALLA crm_currency thb Thai Baht THB 1 true {}
3 ONVALLA crm_currency thb Thai Baht THB 1 true {}
4 ALLA crm_lead_status new_job New Job new_job 1 true {}
5 ALLA crm_lead_status follow_up Follow Up follow_up 2 true {}
6 ALLA crm_lead_status assigned Assigned assigned 3 true {}
7 ALLA crm_lead_status closed_lost Closed Lost closed_lost 4 true {}
8 ALLA crm_lead_status cancel Cancel cancel 5 true {}
9 ONVALLA crm_lead_status new_job New Job new_job 1 true {}
10 ONVALLA crm_lead_status follow_up Follow Up follow_up 2 true {}
11 ONVALLA crm_lead_status assigned Assigned assigned 3 true {}
12 ONVALLA crm_lead_status closed_lost Closed Lost closed_lost 4 true {}
13 ONVALLA crm_lead_status cancel Cancel cancel 5 true {}
14 ALLA crm_customer_group construction Construction 1 true {}
15 ALLA crm_customer_group industrial Industrial 2 true {}
16 ALLA crm_customer_sub_group factory Factory crm_customer_group industrial 1 true {}