mirror of
https://github.com/bringout/oca-ocb-crm.git
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Initial commit: Crm packages
This commit is contained in:
Ernad Husremovic
commit
21a345b5b9
654 changed files with 418312 additions and 0 deletions
1314
odoo-bringout-oca-ocb-crm/crm/data/crm_lead_demo.xml
Normal file
1314
odoo-bringout-oca-ocb-crm/crm/data/crm_lead_demo.xml
Normal file
File diff suppressed because it is too large
Load diff
182
odoo-bringout-oca-ocb-crm/crm/data/crm_lead_merge_template.xml
Normal file
182
odoo-bringout-oca-ocb-crm/crm/data/crm_lead_merge_template.xml
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@ -0,0 +1,182 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<template id="crm_lead_merge_summary" name="crm_lead_merge_summary">
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<div class="crm_lead_merge_summary">
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<t t-foreach="opportunities" t-as="lead">
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<div>
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<span>Merged the Lead/Opportunity</span>
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<span class="fw-bold" t-field="lead.name"/>
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<span>into this one.</span>
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</div>
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<blockquote class="border-start" data-o-mail-quote="1">
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<div t-if="lead.expected_revenue">
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<span>Expected Revenues:</span>
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<span t-if="lead.expected_revenue">
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<span t-if="lead.company_currency" t-field="lead.expected_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.expected_revenue"/>
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<span t-if="lead.recurring_revenue" groups="crm.group_use_recurring_revenues"> + </span>
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</span>
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<span t-if="lead.recurring_revenue" groups="crm.group_use_recurring_revenues">
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<span t-if="lead.company_currency" t-field="lead.recurring_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.recurring_revenue"/>
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<span t-field="lead.recurring_plan.name"/>
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</span>
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</div>
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<div t-elif="lead.recurring_revenue" groups="crm.group_use_recurring_revenues">
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<span t-if="lead.company_currency" t-field="lead.recurring_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.recurring_revenue"/>
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<span t-field="lead.recurring_plan.name"/>
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</div>
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<div t-if="lead.probability">
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Probability: <span t-field="lead.probability"/>%
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</div>
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<div>
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Type: <span t-field="lead.type"/>
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</div>
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<div t-if="lead.type != 'lead'">
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Stage: <span t-field="lead.stage_id"/>
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</div>
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<div t-if="lead.priority">
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Priority: <span t-field="lead.priority"/>
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</div>
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<div t-if="lead.lost_reason_id">
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Lost Reason: <span t-field="lead.lost_reason_id"/>
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</div>
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<div>
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Created on: <span t-field="lead.create_date"/>
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</div>
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<div t-if="lead.date_action_last">
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Last Action: <span t-field="lead.date_action_last"/>
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</div>
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<div t-if="lead.date_deadline">
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Expected Closing: <span t-field="lead.date_deadline"/>
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</div>
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<div t-if="not is_html_empty(lead.description)">
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Notes: <span t-field="lead.description"/>
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</div>
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<div t-if="lead.lang_id" name="lang_id">
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Language: <span t-field="lead.lang_id"/>
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</div>
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<div t-if="lead.referred" name="referred">
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Referred By: <span t-field="lead.referred"/>
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</div>
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<div t-if="lead.tag_ids" name="tag_ids" class="d-flex flex-row">
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Tags:
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<div class="ms-2 d-flex flex-row">
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<div t-foreach="lead.tag_ids" t-as="tag" t-esc="tag.name"
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t-attf-class="badge rounded-pill o_tag_color_#{tag.color} d-inline-block"/>
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</div>
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</div>
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<div t-if="lead.user_id" class="mt-3">
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Salesperson: <span t-field="lead.user_id"/>
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</div>
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<div t-if="lead.team_id">
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Sales Team: <span t-field="lead.team_id"/>
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</div>
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<div name="company" groups="base.group_multi_company">
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Company: <span t-field="lead.company_id"/>
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</div>
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<div>
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<div class="mt-3"
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t-if="lead.contact_name or lead.partner_name or lead.phone or lead.mobile or lead.email_from or lead.website">
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<div class="fw-bold">
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Contact Details:
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</div>
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<div t-if="lead.contact_name">
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Contact: <span t-field="lead.contact_name"/>
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</div>
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<div t-if="lead.partner_name">
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Company Name: <span t-field="lead.partner_name"/>
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</div>
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<div t-if="lead.phone">
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Phone: <span t-field="lead.phone"/>
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</div>
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<div t-if="lead.mobile">
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Mobile: <span t-field="lead.mobile"/>
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</div>
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<div t-if="lead.email_from">
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Email: <span t-field="lead.email_from"/>
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</div>
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<div t-if="lead.email_cc">
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Email cc: <span t-field="lead.email_cc"/>
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</div>
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<div t-if="lead.website">
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Website: <span t-field="lead.website"/>
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</div>
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<div t-if="lead.function">
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Job Position: <span t-field="lead.function"/>
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</div>
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</div>
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</div>
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<div class="mt-3"
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t-if="lead.street or lead.street2 or lead.zip or lead.city or lead.state_id or lead.country_id"
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name="address">
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<div class="fw-bold">
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Address:
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</div>
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<div t-if="lead.street" t-field="lead.street"/>
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<div t-if="lead.street2" t-field="lead.street2"/>
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<div t-if="lead.zip" t-field="lead.zip"/>
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<div t-if="lead.city" t-field="lead.city"/>
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<div t-if="lead.state_id" t-field="lead.state_id"/>
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<div t-if="lead.country_id" t-field="lead.country_id"/>
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</div>
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<div class="mt-3" name="marketing"
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t-if="lead.campaign_id or lead.medium_id or lead.source_id">
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<div class="fw-bold">
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Marketing:
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</div>
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<div t-if="lead.campaign_id">
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Campaign: <span t-field="lead.campaign_id"/>
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</div>
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<div t-if="lead.medium_id">
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Medium: <span t-field="lead.medium_id"/>
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</div>
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<div t-if="lead.source_id">
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Source: <span t-field="lead.source_id"/>
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</div>
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</div>
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<t t-set="lead_followers" t-value="merged_followers and merged_followers.get(lead.id)"/>
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<div class="mt-3 mb-3" name="merged_followers" t-if="lead_followers">
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<div>
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The contacts below have been added as followers of this lead
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because they have been contacted less than 30 days ago on
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<span class="fw-bold" t-esc="lead.name"/>.
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</div>
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<ul>
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<li t-foreach="lead_followers" t-as="follower">
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<t t-esc="follower.partner_id.name"/>
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<t t-if="follower.partner_id.email">
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(<t t-esc="follower.partner_id.email"/>)
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</t>
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</li>
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</ul>
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</div>
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<t t-set="properties" t-value="lead._format_properties()"/>
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<div t-if="properties" class="mt-3 mb-3">
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<div class="fw-bold">
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Properties
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</div>
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<ul class="p-0">
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<li t-foreach="properties" t-as="property"
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class="d-flex flex-row align-items-center">
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<t t-esc="property['label']"/>:
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<div t-if="'values' in property"
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class="ms-2 d-flex flex-row"> <!-- Tags -->
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<div t-foreach="property['values']" t-as="tag" t-esc="tag['name']"
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t-attf-class="badge rounded-pill o_tag_color_#{tag.get('color', 0)} d-inline-block me-2"/>
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</div>
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<div t-else="" class="ms-2" t-esc="property['value']"/>
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</li>
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</ul>
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</div>
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</blockquote>
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</t>
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</div>
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</template>
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</odoo>
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@ -0,0 +1,47 @@
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<?xml version="1.0" encoding='UTF-8'?>
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<odoo>
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<data noupdate="1">
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<!-- Lead scoring frequency fields -->
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<record id="frequency_field_state_id" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__state_id"/>
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</record>
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<record id="frequency_field_country_id" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__country_id"/>
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</record>
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<record id="frequency_field_phone_state" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__phone_state"/>
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</record>
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<record id="frequency_field_email_state" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__email_state"/>
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</record>
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<record id="frequency_field_source_id" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__source_id"/>
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</record>
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<record id="frequency_field_lang_id" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__lang_id"/>
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</record>
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<record id="frequency_field_tag_ids" model="crm.lead.scoring.frequency.field">
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<field name="field_id" ref="crm.field_crm_lead__tag_ids"/>
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</record>
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<record id="crm_pls_fields_param" model="ir.config_parameter">
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<field name="key">crm.pls_fields</field>
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<field name="value" eval="'phone_state,email_state'"/>
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</record>
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<record id="crm_pls_start_date_param" model="ir.config_parameter">
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<field name="key">crm.pls_start_date</field>
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<field name="value" eval="(datetime.now() - timedelta(days=8)).strftime('%Y-%m-%d')"/>
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</record>
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</data>
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<record id="website_crm_score_cron" model="ir.cron">
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<field name="name">Predictive Lead Scoring: Recompute Automated Probabilities</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="state">code</field>
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<field name="code">model._cron_update_automated_probabilities()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="numbercall">-1</field>
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<field name="active" eval="False"/>
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<field name="doall" eval="False"/>
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</record>
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</odoo>
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13
odoo-bringout-oca-ocb-crm/crm/data/crm_lost_reason_data.xml
Normal file
13
odoo-bringout-oca-ocb-crm/crm/data/crm_lost_reason_data.xml
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@ -0,0 +1,13 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo><data noupdate="1">
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<!-- opportunities' lost causes -->
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<record id="lost_reason_1" model="crm.lost.reason">
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<field name="name">Too expensive</field>
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</record>
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<record id="lost_reason_2" model="crm.lost.reason">
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<field name="name">We don't have people/skills</field>
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</record>
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<record id="lost_reason_3" model="crm.lost.reason">
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<field name="name">Not enough stock</field>
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</record>
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</data></odoo>
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@ -0,0 +1,24 @@
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<?xml version="1.0" encoding="UTF-8" ?>
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<odoo><data noupdate="1">
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<record id="crm_recurring_plan_monthly" model="crm.recurring.plan">
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<field name="name">Monthly</field>
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<field name="number_of_months">1</field>
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</record>
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<record id="crm_recurring_plan_yearly" model="crm.recurring.plan">
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<field name="name">Yearly</field>
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<field name="number_of_months">12</field>
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</record>
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||||
|
||||
<record id="crm_recurring_plan_over_3_years" model="crm.recurring.plan">
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<field name="name">Over 3 years</field>
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<field name="number_of_months">36</field>
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||||
</record>
|
||||
|
||||
<record id="crm_recurring_plan_over_5_years" model="crm.recurring.plan">
|
||||
<field name="name">Over 5 years </field>
|
||||
<field name="number_of_months">60</field>
|
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</record>
|
||||
|
||||
</data></odoo>
|
||||
21
odoo-bringout-oca-ocb-crm/crm/data/crm_stage_data.xml
Normal file
21
odoo-bringout-oca-ocb-crm/crm/data/crm_stage_data.xml
Normal file
|
|
@ -0,0 +1,21 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo noupdate="1">
|
||||
<record model="crm.stage" id="stage_lead1">
|
||||
<field name="name">New</field>
|
||||
<field name="sequence">1</field>
|
||||
</record>
|
||||
<record model="crm.stage" id="stage_lead2">
|
||||
<field name="name">Qualified</field>
|
||||
<field name="sequence">2</field>
|
||||
</record>
|
||||
<record model="crm.stage" id="stage_lead3">
|
||||
<field name="name">Proposition</field>
|
||||
<field name="sequence">3</field>
|
||||
</record>
|
||||
<record model="crm.stage" id="stage_lead4">
|
||||
<field name="name">Won</field>
|
||||
<field name="fold" eval="False"/>
|
||||
<field name="is_won">True</field>
|
||||
<field name="sequence">70</field>
|
||||
</record>
|
||||
</odoo>
|
||||
19
odoo-bringout-oca-ocb-crm/crm/data/crm_team_data.xml
Normal file
19
odoo-bringout-oca-ocb-crm/crm/data/crm_team_data.xml
Normal file
|
|
@ -0,0 +1,19 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo><data noupdate="1">
|
||||
<record id="sales_team.team_sales_department" model="crm.team" forcecreate="False">
|
||||
<field name="alias_name">info</field>
|
||||
<field name="alias_user_id" ref="base.user_admin"/>
|
||||
</record>
|
||||
|
||||
<record id="sales_team.salesteam_website_sales" model="crm.team" forcecreate="False">
|
||||
<field name="use_opportunities" eval="False"/>
|
||||
</record>
|
||||
|
||||
<record id="sales_team.pos_sales_team" model="crm.team" forcecreate="False">
|
||||
<field name="use_opportunities" eval="False"/>
|
||||
</record>
|
||||
|
||||
<record id="sales_team.ebay_sales_team" model="crm.team" forcecreate="False">
|
||||
<field name="use_opportunities" eval="False"/>
|
||||
</record>
|
||||
</data></odoo>
|
||||
13
odoo-bringout-oca-ocb-crm/crm/data/crm_team_demo.xml
Normal file
13
odoo-bringout-oca-ocb-crm/crm/data/crm_team_demo.xml
Normal file
|
|
@ -0,0 +1,13 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<data noupdate="1">
|
||||
<record id="sales_team.team_sales_department" model="crm.team" forcecreate="False">
|
||||
<field name="assignment_domain">[['probability', '>=', '20']]</field>
|
||||
</record>
|
||||
|
||||
<record id="sales_team.crm_team_1" model="crm.team">
|
||||
<field name="use_leads">True</field>
|
||||
<field name="assignment_domain">[['phone', '!=', False]]</field>
|
||||
</record>
|
||||
</data>
|
||||
</odoo>
|
||||
13
odoo-bringout-oca-ocb-crm/crm/data/crm_team_member_demo.xml
Normal file
13
odoo-bringout-oca-ocb-crm/crm/data/crm_team_member_demo.xml
Normal file
|
|
@ -0,0 +1,13 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo><data noupdate="1">
|
||||
|
||||
<record id="sales_team.crm_team_member_admin_sales" model="crm.team.member">
|
||||
<field name="assignment_max">30</field>
|
||||
<field name="assignment_domain">[['probability', '>=', 20]]</field>
|
||||
</record>
|
||||
<record id="sales_team.crm_team_member_demo_team_1" model="crm.team.member">
|
||||
<field name="assignment_max">45</field>
|
||||
<field name="assignment_domain">[['probability', '>=', 5]]</field>
|
||||
</record>
|
||||
|
||||
</data></odoo>
|
||||
90
odoo-bringout-oca-ocb-crm/crm/data/digest_data.xml
Normal file
90
odoo-bringout-oca-ocb-crm/crm/data/digest_data.xml
Normal file
|
|
@ -0,0 +1,90 @@
|
|||
<?xml version='1.0' encoding='utf-8'?>
|
||||
<odoo>
|
||||
<data noupdate="1">
|
||||
<record id="digest.digest_digest_default" model="digest.digest">
|
||||
<field name="kpi_crm_lead_created">True</field>
|
||||
<field name="kpi_crm_opportunities_won">True</field>
|
||||
</record>
|
||||
</data>
|
||||
|
||||
<data>
|
||||
<record id="digest_tip_crm_0" model="digest.tip">
|
||||
<field name="name">Tip: Convert incoming emails into opportunities</field>
|
||||
<field name="sequence">200</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<t t-set="record" t-value="object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1)" />
|
||||
<p class="tip_title">Tip: Convert incoming emails into opportunities</p>
|
||||
<t t-if="record and record.alias_domain">
|
||||
<p class="tip_content">Did you know emails sent to <t t-out="record.alias_id.display_name or ''"></t> generate opportunities in your pipeline?<br/>
|
||||
<a t-attf-href="mailto:{{record.alias_id.display_name}}" target="_blank">Try sending an email</a> to your CRM. This email address is configurable by sales team members.</p>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<p class="tip_content">Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?</p>
|
||||
</t>
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
<record id="digest_tip_crm_1" model="digest.tip">
|
||||
<field name="name">Tip: Did you know Odoo has built-in lead mining?</field>
|
||||
<field name="sequence">1500</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<p class="tip_title">Tip: Did you know Odoo has built-in lead mining?</p>
|
||||
<p class="tip_content">For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.</p>
|
||||
<img src="https://download.odoocdn.com/digests/crm/static/src/img/generate-leads.gif" class="illustration_border" />
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
<record id="digest_tip_crm_2" model="digest.tip">
|
||||
<field name="name">Tip: Opportunity win rate is predicted with AI</field>
|
||||
<field name="sequence">1700</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<p class="tip_title">Tip: Opportunity win rate is predicted with AI</p>
|
||||
<p class="tip_content">Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.</p>
|
||||
<img src="https://download.odoocdn.com/digests/crm/static/src/img/probability-rate.gif" class="illustration_border" />
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
<record id="digest_tip_crm_3" model="digest.tip">
|
||||
<field name="name">Tip: Manage your pipeline</field>
|
||||
<field name="sequence">2600</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<p class="tip_title">Tip: Manage your pipeline</p>
|
||||
<p class="tip_content">A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.</p>
|
||||
<img src="https://download.odoocdn.com/digests/crm/static/src/img/pipeline-progress.gif" class="illustration_border" />
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
<record id="digest_tip_crm_4" model="digest.tip">
|
||||
<field name="name">Tip: Do not waste time recording customers' data</field>
|
||||
<field name="sequence">2800</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<p class="tip_title">Tip: Do not waste time recording customers' data</p>
|
||||
<p class="tip_content">Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.</p>
|
||||
<img src="https://download.odoocdn.com/digests/crm/static/src/img/autofill.gif" class="illustration_border" />
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
<record id="digest_tip_crm_5" model="digest.tip">
|
||||
<field name="name">Tip: Turn a selection of opportunities into a map</field>
|
||||
<field name="sequence">3000</field>
|
||||
<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
|
||||
<field name="tip_description" type="html">
|
||||
<div>
|
||||
<p class="tip_title">Tip: Turn a selection of opportunities into a map</p>
|
||||
<p class="tip_content">Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.</p>
|
||||
<img src="https://download.odoocdn.com/digests/crm/static/src/img/mapview-toggle.gif" class="illustration_border" />
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
</odoo>
|
||||
39
odoo-bringout-oca-ocb-crm/crm/data/ir_action_data.xml
Normal file
39
odoo-bringout-oca-ocb-crm/crm/data/ir_action_data.xml
Normal file
|
|
@ -0,0 +1,39 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<!--
|
||||
'Mark as Lost' in action dropdown
|
||||
-->
|
||||
<record id="action_mark_as_lost" model="ir.actions.server">
|
||||
<field name="name">Mark as lost</field>
|
||||
<field name="model_id" ref="model_crm_lead"/>
|
||||
<field name="binding_model_id" ref="crm.model_crm_lead"/>
|
||||
<field name="binding_view_types">list</field>
|
||||
<field name="state">code</field>
|
||||
<field name="code">
|
||||
if not 'opportunity' in records.mapped('type'):
|
||||
records.action_set_lost()
|
||||
elif records:
|
||||
action_values = env.ref('crm.crm_lead_lost_action').sudo().read()[0]
|
||||
action_values.update({'context': env.context})
|
||||
action = action_values
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_your_pipeline" model="ir.actions.server">
|
||||
<field name="name">Crm: My Pipeline</field>
|
||||
<field name="model_id" ref="crm.model_crm_team"/>
|
||||
<field name="state">code</field>
|
||||
<field name="groups_id" eval="[(4, ref('base.group_user'))]"/>
|
||||
<field name="code">action = model.action_your_pipeline()</field>
|
||||
</record>
|
||||
|
||||
<record id="action_opportunity_forecast" model="ir.actions.server">
|
||||
<field name="name">Crm: Forecast</field>
|
||||
<field name="model_id" ref="crm.model_crm_team"/>
|
||||
<field name="state">code</field>
|
||||
<field name="groups_id" eval="[(4, ref('base.group_user'))]"/>
|
||||
<field name="code">action = model.action_opportunity_forecast()</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
15
odoo-bringout-oca-ocb-crm/crm/data/ir_cron_data.xml
Normal file
15
odoo-bringout-oca-ocb-crm/crm/data/ir_cron_data.xml
Normal file
|
|
@ -0,0 +1,15 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo><data noupdate="1">
|
||||
<record forcecreate="True" id="ir_cron_crm_lead_assign" model="ir.cron">
|
||||
<field name="name">CRM: Lead Assignment</field>
|
||||
<field name="model_id" ref="crm.model_crm_team"/>
|
||||
<field name="state">code</field>
|
||||
<field name="code">model._cron_assign_leads()</field>
|
||||
<field name="active" eval="False"/>
|
||||
<field name="user_id" ref="base.user_root"/>
|
||||
<field name="interval_number">1</field>
|
||||
<field name="interval_type">days</field>
|
||||
<field name="numbercall">-1</field>
|
||||
<field name="doall" eval="False"/>
|
||||
</record>
|
||||
</data></odoo>
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
<?xml version="1.0"?>
|
||||
<odoo>
|
||||
<record id="mail_activity_demo_followup_quote" model="mail.activity.type">
|
||||
<field name="name">Follow-up Quote</field>
|
||||
<field name="icon">fa-file-text-o</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="delay_count">30</field>
|
||||
</record>
|
||||
<record id="mail_activity_demo_make_quote" model="mail.activity.type">
|
||||
<field name="name">Make Quote</field>
|
||||
<field name="icon">fa-file-text-o</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="delay_count">15</field>
|
||||
</record>
|
||||
|
||||
<record id="mail_activity_demo_call_demo" model="mail.activity.type">
|
||||
<field name="name">Call for Demo</field>
|
||||
<field name="icon">fa-phone</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="delay_count">10</field>
|
||||
<field name="category">phonecall</field>
|
||||
</record>
|
||||
|
||||
<record id="mail_activity_type_demo_email_with_template" model="mail.activity.type">
|
||||
<field name="name">Email: Welcome Demo</field>
|
||||
<field name="icon">fa-envelope</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="mail_template_ids" eval="[(4, ref('crm.mail_template_demo_crm_lead'))]"/>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,76 @@
|
|||
<?xml version="1.0"?>
|
||||
<odoo>
|
||||
<data noupdate="1">
|
||||
<!-- CRM-related subtypes for messaging / Chatter -->
|
||||
<record id="mt_lead_create" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Created</field>
|
||||
<field name="hidden" eval="True"/>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Lead/Opportunity created</field>
|
||||
</record>
|
||||
<record id="mt_lead_stage" model="mail.message.subtype">
|
||||
<field name="name">Stage Changed</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Stage changed</field>
|
||||
</record>
|
||||
<record id="mt_lead_won" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Won</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Opportunity won</field>
|
||||
</record>
|
||||
<record id="mt_lead_lost" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Lost</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Opportunity lost</field>
|
||||
</record>
|
||||
<record id="mt_lead_restored" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Restored</field>
|
||||
<field name="res_model">crm.lead</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="description">Opportunity restored</field>
|
||||
</record>
|
||||
<!-- Salesteam-related subtypes for messaging / Chatter -->
|
||||
<record id="mt_salesteam_lead" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Created</field>
|
||||
<field name="sequence">10</field>
|
||||
<field name="res_model">crm.team</field>
|
||||
<field name="default" eval="True"/>
|
||||
<field name="parent_id" ref="mt_lead_create"/>
|
||||
<field name="relation_field">team_id</field>
|
||||
</record>
|
||||
<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Stage Changed</field>
|
||||
<field name="sequence">11</field>
|
||||
<field name="res_model">crm.team</field>
|
||||
<field name="parent_id" ref="mt_lead_stage"/>
|
||||
<field name="relation_field">team_id</field>
|
||||
</record>
|
||||
<record id="mt_salesteam_lead_won" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Won</field>
|
||||
<field name="sequence">12</field>
|
||||
<field name="res_model">crm.team</field>
|
||||
<field name="parent_id" ref="mt_lead_won"/>
|
||||
<field name="relation_field">team_id</field>
|
||||
</record>
|
||||
<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Lost</field>
|
||||
<field name="sequence">13</field>
|
||||
<field name="res_model">crm.team</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="parent_id" ref="mt_lead_lost"/>
|
||||
<field name="relation_field">team_id</field>
|
||||
</record>
|
||||
<record id="mt_salesteam_lead_restored" model="mail.message.subtype">
|
||||
<field name="name">Opportunity Restored</field>
|
||||
<field name="sequence">14</field>
|
||||
<field name="res_model">crm.team</field>
|
||||
<field name="default" eval="False"/>
|
||||
<field name="parent_id" ref="mt_lead_restored"/>
|
||||
<field name="relation_field">team_id</field>
|
||||
</record>
|
||||
</data>
|
||||
</odoo>
|
||||
84
odoo-bringout-oca-ocb-crm/crm/data/mail_template_demo.xml
Normal file
84
odoo-bringout-oca-ocb-crm/crm/data/mail_template_demo.xml
Normal file
|
|
@ -0,0 +1,84 @@
|
|||
<?xml version="1.0"?>
|
||||
<odoo><data noupdate="1">
|
||||
|
||||
<record id="mail_template_demo_crm_lead" model="mail.template">
|
||||
<field name="name">Welcome Demo</field>
|
||||
<field name="model_id" ref="crm.model_crm_lead"/>
|
||||
<field name="partner_to">{{ object.partner_id != False and object.partner_id.id }}</field>
|
||||
<field name="email_to">{{ (not object.partner_id and object.email_from) }}</field>
|
||||
<field name="body_html" type="html">
|
||||
<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 24px; background-color: white; color: #454748; border-collapse:separate;">
|
||||
<tbody>
|
||||
<!-- HEADER -->
|
||||
<tr>
|
||||
<td align="center" style="min-width: 590px;">
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="100%" style="background-color: white; padding: 0; border-collapse:separate;">
|
||||
<tr><td valign="middle">
|
||||
<span style="font-size: 10px;">Your Lead/Opportunity</span><br/>
|
||||
<span style="font-size: 20px; font-weight: bold;" t-out="object.name or ''">Interest in your products</span>
|
||||
</td><td valign="middle" align="right">
|
||||
<img t-attf-src="/logo.png?company={{ object.company_id.id }}" style="padding: 0px; margin: 0px; height: 48px;" t-att-alt="object.company_id.name"/>
|
||||
</td></tr>
|
||||
<tr><td colspan="2" style="text-align:center;">
|
||||
<hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin:4px 0px 32px 0px;"/>
|
||||
</td></tr>
|
||||
</table>
|
||||
</td>
|
||||
</tr>
|
||||
<!-- CONTENT -->
|
||||
<tr>
|
||||
<td style="min-width: 590px;">
|
||||
<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
|
||||
<tr>
|
||||
<td valign="top" style="font-size: 13px;">
|
||||
<div>
|
||||
Hi <t t-out="object.partner_id and object.partner_id.name or ''">Deco Addict</t>,<br/><br/>
|
||||
Welcome to <t t-out="object.company_id.name or ''">My Company (San Francisco)</t>.
|
||||
It's great to meet you! Now that you're on board, you'll discover what <t t-out="object.company_id.name or ''">My Company (San Francisco)</t> has to offer. My name is <t t-out="object.user_id.name or ''">Marc Demo</t> and I'll help you get the most out of Odoo. Could we plan a quick demo soon?<br/>
|
||||
Feel free to reach out at any time!<br/><br/>
|
||||
Best,<br/>
|
||||
<t t-if="object.user_id">
|
||||
<b><t t-out="object.user_id.name or ''">Marc Demo</t></b>
|
||||
<br/>Email: <t t-out="object.user_id.email or ''">mark.brown23@example.com</t>
|
||||
<br/>Phone: <t t-out="object.user_id.phone or ''">+1 650-123-4567</t>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<t t-out="object.company_id.name or ''">My Company (San Francisco)</t>
|
||||
</t>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</td>
|
||||
</tr>
|
||||
<!-- FOOTER -->
|
||||
<tr>
|
||||
<td align="center" style="min-width: 590px; padding: 0 8px 0 8px; font-size:11px;">
|
||||
<hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin: 16px 0px 4px 0px;"/>
|
||||
<b t-out="object.company_id.name or ''">My Company (San Francisco)</b><br/>
|
||||
<div style="color: #999999;">
|
||||
<t t-out="object.company_id.phone or ''">+1 650-123-4567</t>
|
||||
<t t-if="object.company_id.email">
|
||||
| <a t-attf-href="'mailto:%s' % {{ object.company_id.email }}" style="text-decoration:none; color: #999999;" t-out="object.company_id.email or ''">info@yourcompany.com</a>
|
||||
</t>
|
||||
<t t-if="object.company_id.website">
|
||||
| <a t-attf-href="'%s' % {{ object.company_id.website }}" style="text-decoration:none; color: #999999;" t-out="object.company_id.website or ''">http://www.example.com</a>
|
||||
</t>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</td></tr>
|
||||
<!-- POWERED BY -->
|
||||
<tr><td align="center" style="min-width: 590px;">
|
||||
Powered by <a target="_blank" href="https://www.odoo.com?utm_source=db&utm_medium=email" style="color: #875A7B;">Odoo</a>
|
||||
</td></tr>
|
||||
</table>
|
||||
</field>
|
||||
<field name="lang">{{ object.partner_id.lang }}</field>
|
||||
<field name="auto_delete" eval="True"/>
|
||||
</record>
|
||||
|
||||
</data></odoo>
|
||||
Loading…
Add table
Add a link
Reference in a new issue