diff options
| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/website_crm_partner_assign/data | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/website_crm_partner_assign/data')
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" & "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;"> + ${user.company_id.website} + </a> + % endif + </td></tr> + </table> + </td> + </tr> +</tbody> +</table> +</td></tr> +<!-- POWERED BY --> +<tr><td align="center" style="min-width: 590px;"> + <table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: #F1F1F1; color: #454748; padding: 8px; border-collapse:separate;"> + <tr><td style="text-align: center; font-size: 13px;"> + Powered by <a target="_blank" href="https://www.odoo.com?utm_source=db&utm_medium=website" style="color: #875A7B;">Odoo</a> + </td></tr> + </table> +</td></tr> +</table> + </field> + <field name="lang">${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> |
