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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
commit3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch)
treea44932296ef4a9b71d5f010906253d8c53727726 /addons/website_crm_partner_assign/data
parent0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff)
initial commit 2
Diffstat (limited to 'addons/website_crm_partner_assign/data')
-rw-r--r--addons/website_crm_partner_assign/data/crm_lead_demo.xml33
-rw-r--r--addons/website_crm_partner_assign/data/crm_partner_assign_data.xml123
-rw-r--r--addons/website_crm_partner_assign/data/res_partner_demo.xml107
-rw-r--r--addons/website_crm_partner_assign/data/res_partner_grade_demo.xml21
4 files changed, 284 insertions, 0 deletions
diff --git a/addons/website_crm_partner_assign/data/crm_lead_demo.xml b/addons/website_crm_partner_assign/data/crm_lead_demo.xml
new file mode 100644
index 00000000..468b90fa
--- /dev/null
+++ b/addons/website_crm_partner_assign/data/crm_lead_demo.xml
@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+ <data noupdate="1">
+
+ <!-- Demo Leads -->
+ <record id="crm_case_partner_assign_1" model="crm.lead">
+ <field name="type">lead</field>
+ <field name="name">Specifications and price of your phones</field>
+ <field name="contact_name">Steve Martinez</field>
+ <field name="partner_name"></field>
+ <field name="partner_id" ref=""/>
+ <field name="function">Reseller</field>
+ <field name="country_id" ref="base.uk"/>
+ <field name="city">Edinburgh</field>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
+ <field name="priority">2</field>
+ <field name="team_id" ref="sales_team.crm_team_1"/>
+ <field name="user_id" ref=""/>
+ <field name="stage_id" ref="crm.stage_lead1"/>
+ <field name="description">Hi,
+
+ Please, can you give me more details about your phones, including their specifications and their prices.
+
+ Regards,
+ Steve</field>
+ <field eval="1" name="active"/>
+ <field name="partner_assigned_id" ref="base.partner_demo_portal"/>
+ <field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
+ <field name="medium_id" ref="utm.utm_medium_email"/>
+ <field name="source_id" ref="utm.utm_source_newsletter"/>
+ </record>
+ </data>
+</odoo> \ No newline at end of file
diff --git a/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml b/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
new file mode 100644
index 00000000..5ca6dee5
--- /dev/null
+++ b/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
@@ -0,0 +1,123 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+ <data>
+ <record model="crm.tag" id="tag_portal_lead_partner_unavailable">
+ <field name="name">No more partner available</field>
+ <field name="color">3</field>
+ </record>
+ <record model="crm.tag" id="tag_portal_lead_is_spam">
+ <field name="name">Spam</field>
+ <field name="color">3</field>
+ </record>
+ <record model="crm.tag" id="tag_portal_lead_own_opp">
+ <field name="name">Created by Partner</field>
+ <field name="color">4</field>
+ </record>
+ <record id="email_template_lead_forward_mail" model="mail.template">
+ <field name="name">Lead Forward: Send to partner</field>
+ <field name="model_id" ref="website_crm_partner_assign.model_crm_lead_forward_to_partner" />
+ <field name="subject">Fwd: Lead: ${ctx['partner_id'].name}</field>
+ <field name="email_from">${user.email_formatted | safe}</field>
+ <field name="email_to">${ctx['partner_id'].email_formatted |safe}</field>
+ <field name="body_html" type="html">
+<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
+<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 16px; background-color: white; color: #454748; border-collapse:separate;">
+<tbody>
+ <!-- HEADER -->
+ <tr>
+ <td align="center" style="min-width: 590px;">
+ <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
+ <tr><td valign="middle">
+ <span style="font-size: 10px;">Your leads</span><br/>
+ </td><td valign="middle" align="right">
+ <img src="/logo.png?company=${user.company_id.id}" style="padding: 0px; margin: 0px; height: auto; width: 80px;" t-att-alt="'%s' % company.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:16px 0px 16px 0px;"/>
+ </td></tr>
+ </table>
+ </td>
+ </tr>
+ <!-- CONTENT -->
+ <tr>
+ <td align="center" 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>
+ Hello,<br/>
+ We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:<br/>
+ <ol>
+ % for lead in ctx['partner_leads']:
+ <li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li><br/>
+ % endfor
+ </ol>
+ % if ctx.get('partner_in_portal'):
+ Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" &amp; "I'm not interested".<br/>
+ % else:
+ You do not have yet a portal access to our database. Please contact
+ ${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.<br/>
+ % endif
+ The lead will be sent to another partner if you do not contact the lead before 20 days.<br/><br/>
+ Thank you,<br/>
+ ${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature | safe or ''}
+ <br/>
+ % if not ctx['partner_id'].user_id:
+ PS: It looks like you do not have an account manager assigned to you, please contact us.
+ % endif
+ </div>
+ </td>
+ </tr>
+ <tr>
+ <td 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: 16px 0px 16px 0px;"/>
+ </td>
+ </tr>
+ </table>
+ </td>
+ </tr>
+ <!-- FOOTER -->
+ <tr>
+ <td align="center" style="min-width: 590px;">
+ <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; font-size: 11px; padding: 0px 8px 0px 8px; border-collapse:separate;">
+ <tr><td valign="middle" align="left">
+ ${user.company_id.name}
+ </td></tr>
+ <tr><td valign="middle" align="left" style="opacity: 0.7;">
+ ${user.company_id.phone}
+ % if user.company_id.phone and (user.company_id.email or user.company_id.website)
+ |
+ % endif
+ % if user.company_id.email
+ <a href="'mailto:%s' % ${user.company_id.email}" style="text-decoration:none; color: #454748;">${user.company_id.email}</a>
+ % endif
+ % if user.company_id.email and user.company_id.website
+ |
+ % endif
+ % if user.company_id.website
+ <a href="'%s' % ${user.company_id.website}" style="text-decoration:none; color: #454748;">
+ ${user.company_id.website}
+ </a>
+ % endif
+ </td></tr>
+ </table>
+ </td>
+ </tr>
+</tbody>
+</table>
+</td></tr>
+<!-- POWERED BY -->
+<tr><td align="center" style="min-width: 590px;">
+ <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: #F1F1F1; color: #454748; padding: 8px; border-collapse:separate;">
+ <tr><td style="text-align: center; font-size: 13px;">
+ Powered by <a target="_blank" href="https://www.odoo.com?utm_source=db&amp;utm_medium=website" style="color: #875A7B;">Odoo</a>
+ </td></tr>
+ </table>
+</td></tr>
+</table>
+ </field>
+ <field name="lang">${ctx['partner_id'].lang}</field>
+ <field name="auto_delete" eval="True"/>
+ </record>
+ </data>
+</odoo>
diff --git a/addons/website_crm_partner_assign/data/res_partner_demo.xml b/addons/website_crm_partner_assign/data/res_partner_demo.xml
new file mode 100644
index 00000000..dde9e124
--- /dev/null
+++ b/addons/website_crm_partner_assign/data/res_partner_demo.xml
@@ -0,0 +1,107 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+ <record id="res_partner_grade_platinium" model="res.partner.grade">
+ <field name="name">Platinum</field>
+ <field name="sequence">4</field>
+ </record>
+ <record id="res_partner_grade_gold" model="res.partner.grade">
+ <field name="name">Gold</field>
+ <field name="sequence">3</field>
+ </record>
+ <record id="res_partner_grade_silver" model="res.partner.grade">
+ <field name="name">Silver</field>
+ <field name="sequence">2</field>
+ </record>
+ <record id="res_partner_grade_bronze" model="res.partner.grade">
+ <field name="name">Bronze</field>
+ <field name="sequence">1</field>
+ </record>
+
+ <record id="base.res_partner_3" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_bronze"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record model="res.partner" id="base.res_partner_2">
+ <field name="assigned_partner_id" ref="base.res_partner_3"/>
+ </record>
+ <record id="base.res_partner_4" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_bronze"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_12" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_bronze"/>
+ <field name="partner_weight">10</field>
+ </record>
+
+ <record id="base.res_partner_3" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_silver"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_12" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_silver"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_12" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_silver"/>
+ <field name="partner_weight">10</field>
+ </record>
+
+ <record id="base.res_partner_10" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_gold"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_18" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_gold"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_1" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_gold"/>
+ <field name="partner_weight">10</field>
+ </record>
+
+ <record id="base.res_partner_12" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_platinium"/>
+ <field name="partner_weight">10</field>
+ </record>
+ <record id="base.res_partner_4" model="res.partner">
+ <field name="grade_id" ref="res_partner_grade_platinium"/>
+ <field name="partner_weight">10</field>
+ </record>
+
+ <record model="res.partner" id="base.res_partner_10">
+ <field name="assigned_partner_id" ref="base.res_partner_4"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_12">
+ <field name="assigned_partner_id" ref="base.res_partner_10"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_4">
+ <field name="assigned_partner_id" ref="base.res_partner_4"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_10">
+ <field name="assigned_partner_id" ref="base.res_partner_12"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_3">
+ <field name="assigned_partner_id" ref="base.res_partner_3"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_2">
+ <field name="assigned_partner_id" ref="base.res_partner_1"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_4">
+ <field name="assigned_partner_id" ref="base.res_partner_18"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_4">
+ <field name="assigned_partner_id" ref="base.res_partner_3"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_1">
+ <field name="assigned_partner_id" ref="base.res_partner_12"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_1">
+ <field name="assigned_partner_id" ref="base.res_partner_2"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_1">
+ <field name="assigned_partner_id" ref="base.res_partner_2"/>
+ </record>
+ <record model="res.partner" id="base.res_partner_12">
+ <field name="assigned_partner_id" ref="base.res_partner_12"/>
+ </record>
+</odoo>
diff --git a/addons/website_crm_partner_assign/data/res_partner_grade_demo.xml b/addons/website_crm_partner_assign/data/res_partner_grade_demo.xml
new file mode 100644
index 00000000..c12607f0
--- /dev/null
+++ b/addons/website_crm_partner_assign/data/res_partner_grade_demo.xml
@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+ <data noupdate="1">
+ <record id="website_crm_partner_assign.res_partner_grade_platinium" model="res.partner.grade">
+ <field name="is_published" eval="True" />
+ </record>
+ <record id="website_crm_partner_assign.res_partner_grade_gold" model="res.partner.grade">
+ <field name="is_published" eval="True" />
+ </record>
+ <record id="website_crm_partner_assign.res_partner_grade_silver" model="res.partner.grade">
+ <field name="is_published" eval="True" />
+ </record>
+ <record id="website_crm_partner_assign.res_partner_grade_bronze" model="res.partner.grade">
+ <field name="is_published" eval="True" />
+ </record>
+ <record id="base.partner_demo_portal" model="res.partner">
+ <field name="grade_id" ref="website_crm_partner_assign.res_partner_grade_platinium"/>
+ <field name="partner_weight">10</field>
+ </record>
+ </data>
+</odoo>