Oct 31 : [ADD] Initial Commit 'quotation_customer_followup'

quotation_customer_followup/README.rst

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+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg
+    :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+Quotation Expiry Date Reminder
+==============================
+Automated email notifications are sent to customers to remind them of the impending expiration date of their quotation.
+
+Configuration
+=============
+* No additional configurations needed
+
+License
+-------
+GNU AFFERO GENERAL PUBLIC LICENSE (AGPL-3)
+(https://www.gnu.org/licenses/agpl-3.0-standalone.html)
+
+Company
+-------
+* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
+
+Credits
+-------
+Developer: (V15) Ayana KP, Contact : odoo@cybrosys.com
+
+Contacts
+--------
+* Mail Contact : odoo@cybrosys.com
+* Website : https://cybrosys.com
+
+Bug Tracker
+-----------
+Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
+
+Maintainer
+==========
+.. image:: https://cybrosys.com/images/logo.png
+   :target: https://cybrosys.com
+This module is maintained by Cybrosys Technologies.
+For support and more information, please visit https://www.cybrosys.com
+
+Further information
+===================
+HTML Description: `<static/description/index.html>`__

quotation_customer_followup/__init__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from . import models

quotation_customer_followup/__manifest__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#############################################################################
+{
+    'name': 'Quotation Expiry Date Reminder',
+    'version': '15.0.1.0.0',
+    'category': 'Sales',
+    'summary': """ Followup mail to customer for late quotations """,
+    'description': """Automated Email Notifications are Sent to Customers to 
+     Remind them of the Impending Expiration Date of their Quotation""",
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'maintainer': 'Cybrosys Techno Solutions',
+    'website': 'https://www.cybrosys.com',
+    'depends': ['sale_management'],
+    'data': [
+        'data/ir_cron_data.xml',
+        'views/res_config_settings_views.xml',
+        'views/res_partner_views.xml',
+    ],
+    'images': ['static/description/banner.png'],
+    'license': 'AGPL-3',
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

quotation_customer_followup/data/ir_cron_data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--    scheduled action for warning mail for expired quotation-->
+    <record id="ir_cron_expiry_quotation" model="ir.cron">
+        <field name="name">Expired Quotation</field>
+        <field name="model_id" ref="model_sale_order"/>
+        <field name="state">code</field>
+        <field name="code">model.process_scheduler_quotation()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+    </record>
+    <!--    scheduled action for quotation followup-->
+    <record id="ir_cron_followup_quotation" model="ir.cron">
+        <field name="name">Followup Quotation</field>
+        <field name="model_id" ref="model_sale_order"/>
+        <field name="state">code</field>
+        <field name="code">model.followup_scheduler_queue()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+    </record>
+</odoo>

quotation_customer_followup/doc/RELEASE_NOTES.md

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+## Module <quotation_customer_followup>
+
+#### 09.10.2023
+#### Version 15.0.1.0.0
+#### ADD
+- Initial commit for Quotation Expiry Date Reminder

quotation_customer_followup/models/__init__.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from . import res_config_settings
+from . import res_partner
+from . import sale_order

quotation_customer_followup/models/res_config_settings.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    """This model was inherited to add a field mail template, follow-up days"""
+
+    _inherit = "res.config.settings"
+
+    mail_template_id = fields.Many2one(
+        'mail.template',
+        string='Mail Template',
+        help="Choose Mail Template for customer follow up",
+        config_parameter
+        ="quotation_customer_followup.mail_template")
+    expiry_mail_id = fields.Many2one(
+        'mail.template',
+        string='Expiry Mail Template',
+        help="Choose Mail Template for Expiry Date Reminder Mail",
+        config_parameter=
+        "quotation_customer_followup.expiry_mail_template")
+    quotation_followup_mail = fields.Boolean(
+        config_parameter=
+        "quotation_customer_followup.followup_enable",
+        help="Option for Quotation Followup By Email",
+        string='Quotation Followup By Email')
+    quotation_expiry_mail = fields.Boolean(
+        string="Quotation Expiry Mail",
+        help="Option for Quotation Expiry Mail",
+        config_parameter="quotation_customer_followup.expiry_enable")
+    days = fields.Integer(
+        string='Days',
+        help="Choose days, From Which Follow up mail will send",
+        config_parameter="quotation_customer_followup.days")
+    expiry_days = fields.Integer(
+        string='Expiry Days',
+        help="Choose days, from which Expiry Mail will Send",
+        config_parameter="quotation_customer_followup.expiry_days")

quotation_customer_followup/models/res_partner.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    """This model was inherited for adding a quotation expiry
+    field in the form view."""
+    _inherit = "res.partner"
+
+    quotation_expiry_days = fields.Integer(string='Quotation Expiry Days',
+                                           help="Quotation Expiry Days")

quotation_customer_followup/models/sale_order.py

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+# -*- coding: utf-8 -*-
+#############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
+#    Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+#############################################################################
+from dateutil.relativedelta import relativedelta
+from odoo import api, fields, models
+
+
+class SaleOrder(models.Model):
+    """This model  used  to  send a warning , followup mail to
+    customer based on quotation status and quotation expiry """
+    _inherit = 'sale.order'
+
+    @api.onchange('partner_id')
+    def _onchange_partner_id_warning(self):
+        """This function is used to autofill quotation expiry date
+                based on calculating order_date and user expected date"""
+        res = super(SaleOrder, self)._onchange_partner_id_warning()
+        if self.partner_id.quotation_expiry_days:
+            self.validity_date = fields.Date.add(
+                self.date_order,
+                days=int(self.partner_id.quotation_expiry_days))
+        else:
+            self.validity_date = fields.Date.add(
+                self.date_order,
+                days=int(self.env['ir.config_parameter'].get_param(
+                    'quotation_customer_followup.expiry_days')))
+            return res
+
+    def process_scheduler_quotation(self):
+        """ This function is used to calculate the expiry date
+                    of quotation and send the email to customer"""
+        template = self.env['ir.config_parameter'].get_param(
+            'quotation_customer_followup.expiry_mail_template')
+        email_template = self.env['mail.template'].browse(int(template))
+        for rec in self.search(
+                [('state', '=', 'sent'), ('validity_date', '=',
+                                          fields.Date.add(fields.date.today(),
+                                                          days=1))]):
+            email_template.send_mail(self.id, email_values={
+                'email_to': rec.partner_id.email,
+                'email_from': self.env.user.email_formatted
+            }, force_send=True)
+
+    def followup_scheduler_queue(self):
+        """This function is used to send  mail to customer based on
+            if state does not change between user expected days"""
+        parameter = self.env['ir.config_parameter']
+        days = parameter.get_param(
+            'quotation_customer_followup.days')
+        template = parameter.get_param(
+            'quotation_customer_followup.mail_template')
+        email_template = self.env['mail.template'].browse(int(template))
+        dates = fields.Date.subtract(fields.date.today(), days=int(days))
+        start_date = fields.Datetime.to_datetime(dates)
+        end_date = start_date + relativedelta(hour=23, second=59, minute=59)
+        for rec in self.search([
+            ('state', '=', 'sent'), ('date_order', '>', start_date), (
+                    'date_order', '<', end_date)]):
+            email_template.send_mail(self.id, email_values={
+                'email_to': rec.partner_id.email,
+                'email_from': self.env.user.email_formatted,
+            }, force_send=True)

quotation_customer_followup/static/description/index.html

@@ -0,0 +1,621 @@
+<div class="container" style="padding: 1rem !important; margin-bottom: 1rem !important;">
+    <div class="row">
+        <div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between"
+            style="border-bottom: 1px solid #d5d5d5;">
+            <div class="my-3">
+                <img src="./assets/icons/logo.png" style="width: auto !important; height: 40px !important;">
+            </div>
+            <div class="my-3 d-flex align-items-center">
+                <div
+                    style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
+                    <i class="fa fa-check mr-1"></i>Community
+                </div>
+                <div
+                    style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
+                    <i class="fa fa-check mr-1"></i>Enterprise
+                </div>
+                <div
+                    style="background-color: #875B9B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;">
+                    <i class="fa fa-check mr-1"></i>Odoo.sh
+                </div>
+
+            </div>
+        </div>
+    </div>
+</div>
+
+<div class="container" style="padding: 0rem 1.5rem 4rem !important">
+    <div class="row" style="height: 900px !important;">
+        <div class="col-sm-12 col-md-12 col-lg-12"
+             style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
+            <h1
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important;  font-size: 3.5rem !important; text-align: center !important;">
+                Quotation Expiry Date Reminder</h1>
+            <p
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important;  font-size: 1.4rem !important; text-align: center !important;">
+                Automated Email Notifications are Sent to Customers to Remind them of the Impending Expiration Date of Their Quotation.
+            </p>
+            <img src="./assets/screenshots/hero.gif" class="img-responsive"
+                 width="100%" height="auto"/>
+        </div>
+    </div>
+    <div class="row">
+        <div class="col-md-12"
+             style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important">
+            <h2
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+                <i class="fa fa-compass mr-2"></i>Explore this module
+            </h2>
+        </div>
+        <div class="col-md-6">
+            <a href="#overview" style="text-decoration: none !important;">
+                <div class="row"
+                     style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+                    <div class="col-8">
+                        <h3
+                                style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+                            Overview</h3>
+                        <p
+                                style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+                            Learn more about this module</p>
+                    </div>
+                    <div class="col-4 text-right d-flex justify-content-end align-items-center">
+                        <i class="fa fa-chevron-right"
+                           style="color: #714B67 !important;"></i>
+                    </div>
+                </div>
+            </a>
+        </div>
+        <div class="col-md-6">
+            <a href="#features" style="text-decoration: none !important;">
+                <div class="row"
+                     style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+                    <div class="col-8">
+                        <h3
+                                style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+                            Features</h3>
+                        <p
+                                style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+                            View features of this module</p>
+                    </div>
+                    <div class="col-4 text-right d-flex justify-content-end align-items-center">
+                        <i class="fa fa-chevron-right"
+                           style="color: #714B67 !important;"></i>
+                    </div>
+                </div>
+            </a>
+        </div>
+        <div class="col-md-6">
+            <a href="#screenshots" style="text-decoration: none !important;">
+                <div class="row"
+                     style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+                    <div class="col-8">
+                        <h3
+                                style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+                            Screenshots</h3>
+                        <p
+                                style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+                            See key screenshots of this module</p>
+                    </div>
+                    <div class="col-4 text-right d-flex justify-content-end align-items-center">
+                        <i class="fa fa-chevron-right"
+                           style="color: #714B67 !important;"></i>
+                    </div>
+                </div>
+            </a>
+        </div>
+    </div>
+    <div class="row" id="overview">
+        <div class="col-md-12"
+             style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+            <h2
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+                <i class="fa fa-pie-chart mr-2"></i>Overview
+            </h2>
+        </div>
+
+        <div class="col-mg-12 pl-3">
+            <p
+                    style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
+                This module will assist in sending an email to a customer whose
+                quotation has recently expired.
+                and follow-up mail to the late quotation customer.
+        </div>
+    </div>
+
+
+    <div class="row" id="features">
+        <div class="col-md-12"
+             style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+            <h2
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+                <i class="fa fa-star mr-2"></i>Features
+            </h2>
+        </div>
+
+        <div class="col-md-6 mb-4 pl-3 d-flex">
+            <div>
+                <img src="assets/icons/check.png">
+            </div>
+            <div>
+                <h4
+                        style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+                    Expiry Date is Calculated Automatically</h4>
+                <p
+                        style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                    User can set expected days and mail template in general
+                    settings</p>
+            </div>
+        </div>
+
+        <div class="col-md-6 mb-4 pl-3 d-flex">
+            <div>
+                <img src="assets/icons/check.png">
+            </div>
+            <div>
+                <h4
+                        style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+
+                    Sending Emails Every Day</h4>
+                <p
+                        style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                    Option for sending an email to a customer whose quotation
+                    has recently expired.
+                    and follow-up mail to the late quotation customer.</p>
+            </div>
+        </div>
+    </div>
+    <div class="row" id="screenshots">
+        <div class="col-md-12"
+             style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+            <h2
+                    style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+                <i class="fa fa-image mr-2"></i>Screenshots
+            </h2>
+        </div>
+        <div class="col-lg-12 my-2">
+            <h4 class="mt-2"
+                style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+                Set Expiry Days and Email Templates Settings</h4>
+            <p
+                    style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                While we can set an expiration date globally that will apply to
+             all customers,we can also set a mail template.
+            </p>
+            <img src="assets/screenshots/quotation_expiry_1.png"
+                 class="img-responsive img-thumbnail border"
+                 width="100%" height="auto"/>
+        </div>
+        <div class="col-lg-12 my-2">
+            <h4 class="mt-2"
+                style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+                Follow-up Email Sending</h4>
+            <p
+                    style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                Automatically checks late quotations and sends mail
+                every day.</p>
+            <img src="assets/screenshots/quotation_followup_2.png"
+                 class="img-responsive img-thumbnail border"
+                 width="100%" height="auto"/>
+        </div>
+
+        <div class="col-lg-12 my-2">
+            <h4 class="mt-2"
+                style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+                Set Expiry Days in Customer Form View</h4>
+            <p
+                    style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                We can set quotation expiry days in
+                Orders -> Customers -> Sales & Purchase.</p>
+            <img src="assets/screenshots/quotation_expiry_2.png"
+                 class="img-responsive img-thumbnail border"
+                 width="100%" height="auto"/>
+        </div>
+        <div class="col-lg-12 my-2">
+            <h4 class="mt-2"
+                style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+                Expiry Mail Sending </h4>
+            <p
+                    style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+                Expiry emails are sent every day based on whose quotation will
+                expire soon.</p>
+            <img src="assets/screenshots/quotation_expiry_mail.png"
+                 class="img-responsive img-thumbnail border"
+                 width="100%" height="auto"/>
+        </div>
+    </div>
+    <!-- SUGGESTED PRODUCTS -->
+    <div class="row">
+        <div class="col-sm-12">
+            <div id="demo1" class="row carousel slide" data-ride="carousel">
+                <!-- The slideshow -->
+                <div class="carousel-inner" style="padding: 30px;">
+                    <div class="carousel-item" style="min-height: 198.656px;">
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/sale_discount_total/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image_1.png">
+                                </div>
+                            </a>
+                        </div>
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/sale_report_advanced/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image_1.png">
+                                </div>
+                            </a>
+                        </div>
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/sale_product_image/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image (3).png">
+                                </div>
+                            </a>
+                        </div>
+                    </div>
+                    <div class="carousel-item active"
+                         style="min-height: 198.656px;">
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/amount_in_words_invoice/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image (4).png">
+                                </div>
+                            </a>
+                        </div>
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/sale_customer_product_history/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image (5).png">
+                                </div>
+                            </a>
+                        </div>
+                        <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
+                             style="float:left">
+                            <a href="https://apps.odoo.com/apps/modules/15.0/sales_person_signature/"
+                               target="_blank">
+                                <div style="border-radius:10px">
+                                    <img class="img img-responsive center-block"
+                                         style="border-radius: 0px;"
+                                         src="assets/modules/module_image (6).png">
+                                </div>
+                            </a>
+                        </div>
+                    </div>
+                </div>
+                <!-- Left and right controls -->
+                <a class="carousel-control-prev" href="#demo1" data-slide="prev"
+                   style="width:35px; color:#000"> <span
+                        class="carousel-control-prev-icon"><i
+                        class="fa fa-chevron-left"
+                        style="font-size:24px"></i></span>
+                </a> <a class="carousel-control-next" href="#demo1"
+                        data-slide="next" style="width:35px; color:#000">
+                <span class="carousel-control-next-icon"><i
+                        class="fa fa-chevron-right"
+                        style="font-size:24px"></i></span>
+            </a>
+            </div>
+        </div>
+    </div>
+    <!-- END OF SUGGESTED PRODUCTS -->
+    <!-- OUR SERVICES -->
+    <section class="container" style="margin-top: 6rem !important;">
+        <div class="row">
+            <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+                <h2 style="color: #212529 !important;">Our Services</h2>
+                <hr
+                        style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/cogs.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Customization</h6>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/wrench.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Implementation</h6>
+            </div>
+
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/lifebuoy.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Support</h6>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/user.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Hire
+                    Odoo
+                    Developer</h6>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #54a0ff  !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/puzzle.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Integration</h6>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/update.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Migration</h6>
+            </div>
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/consultation.png"
+                         class="img-responsive" height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Consultancy</h6>
+            </div>
+
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/training.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Implementation</h6>
+            </div>
+
+            <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+                <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+                     style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+                    <img src="assets/icons/license.png" class="img-responsive"
+                         height="48px" width="48px">
+                </div>
+                <h6 class="text-center"
+                    style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+                    Odoo
+                    Licensing Consultancy</h6>
+            </div>
+        </div>
+    </section>
+    <!-- END OF OUR SERVICES -->
+    <!-- OUR INDUSTRIES -->
+    <section class="container" style="margin-top: 6rem !important;">
+        <div class="row">
+            <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+                <h2 style="color: #212529 !important;">Our Industries</h2>
+                <hr
+                        style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/trading-black.png"
+                         class="img-responsive mb-3" height="48px" width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Trading
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Easily procure
+                        and
+                        sell your products</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/pos-black.png"
+                         class="img-responsive mb-3" height="48px" width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        POS
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Easy
+                        configuration
+                        and convivial experience</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/education-black.png"
+                         class="img-responsive mb-3" height="48px"
+                         width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Education
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        A platform for
+                        educational management</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/manufacturing-black.png"
+                         class="img-responsive mb-3" height="48px"
+                         width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Manufacturing
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Plan, track and
+                        schedule your operations</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/ecom-black.png"
+                         class="img-responsive mb-3" height="48px" width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        E-commerce &amp; Website
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Mobile
+                        friendly,
+                        awe-inspiring product pages</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/service-black.png"
+                         class="img-responsive mb-3" height="48px" width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Service Management
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Keep track of
+                        services and invoice</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/restaurant-black.png"
+                         class="img-responsive mb-3" height="48px"
+                         width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Restaurant
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        Run your bar or
+                        restaurant methodically</p>
+                </div>
+            </div>
+            <div class="col-lg-3">
+                <div class="my-4 d-flex flex-column justify-content-center"
+                     style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+                    <img src="./assets/icons/hotel-black.png"
+                         class="img-responsive mb-3" height="48px" width="48px">
+                    <h5
+                            style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+                        Hotel Management
+                    </h5>
+                    <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+                        An
+                        all-inclusive
+                        hotel management application</p>
+                </div>
+            </div>
+
+        </div>
+    </section>
+    <!-- END OF OUR INDUSTRIES -->
+    <!-- FOOTER -->
+    <!-- Footer Section -->
+    <section class="container" style="margin: 5rem auto 2rem;">
+        <div class="row" style="max-width:1540px;">
+            <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+                <h2 style="color: #212529 !important;">Need Help?</h2>
+                <hr
+                        style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
+            </div>
+        </div>
+        <!-- Contact Cards -->
+        <div class="row d-flex justify-content-center align-items-center"
+             style="max-width:1540px; margin: 0 auto 2rem auto;">
+
+            <div class="col-lg-12"
+                 style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; ">
+
+                <div class="row mt-4">
+                    <div class="col-lg-6">
+                        <a href="mailto:odoo@cybrosys.com" target="_blank"
+                           class="btn btn-block mb-2 deep_hover"
+                           style="text-decoration: none;  background-color: #4d4d4d; color: #FFF;  border-radius: 4px;"><i
+                                class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a>
+                    </div>
+                    <div class="col-lg-6">
+                        <a href="https://api.whatsapp.com/send?phone=918606827707"
+                           target="_blank"
+                           class="btn btn-block mb-2 deep_hover"
+                           style="text-decoration: none;  background-color: #25D366; color: #FFF;  border-radius: 4px;"><i
+                                class="fa fa-whatsapp mr-2"></i>WhatsApp</a>
+                    </div>
+                </div>
+            </div>
+        </div>
+        <!-- End of Contact Cards -->
+    </section>
+    <!-- Footer -->
+    <section class="oe_container" style="padding: 2rem 3rem 1rem;">
+        <div class="row"
+             style="max-width:1540px; margin: 0 auto; margin-right: 3rem; ">
+            <!-- Logo -->
+            <div class="col-lg-12 d-flex justify-content-center align-items-center"
+                 style="margin-top: 3rem;">
+                <img src="https://www.cybrosys.com/images/logo.png"
+                     width="200px" height="auto"/>
+            </div>
+            <!-- End of Logo -->
+            <div class="col-lg-12">
+                <hr
+                        style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;">
+                <!-- End of Footer Section -->
+            </div>
+        </div>
+    </section>
+    <!-- END OF FOOTER -->
+</div>

quotation_customer_followup/views/res_config_settings_views.xml

@@ -0,0 +1,79 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!--    This module was inherited for adding a field mail template and followup days-->
+    <record id="res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">
+            res.config.settings.view.form.inherit.quotation.customer.followup
+        </field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@id='sale_config_online_confirmation_sign']"
+                   position="after">
+                <div class="col-12 col-lg-6 o_setting_box"
+                     id="quotation_followup_mail">
+                    <div class="o_setting_left_pane">
+                        <field name="quotation_followup_mail"/>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <label for="quotation_followup_mail"
+                               string="Quotation Followup By Email"/>
+                        <div class="text-muted mb16">
+                            Set followup mail to customer after quotation sent.
+                        </div>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <span attrs="{'invisible': [('quotation_followup_mail','=',False)]}">
+                            Mail Template
+                        </span>
+                        <field name="mail_template_id"
+                               attrs="{'invisible': [('quotation_followup_mail','=',False)]}"/>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <span attrs="{'invisible': [('quotation_followup_mail','=',False)]}">
+                            Mail send after
+                        </span>
+                        <field name="days"
+                               attrs="{'invisible': [('quotation_followup_mail','=',False)]}"/>
+                        <span attrs="{'invisible': [('quotation_followup_mail','=',False)]}">
+                            days
+                        </span>
+                    </div>
+                </div>
+            </xpath>
+            <xpath expr="//div[@id='sale_config_online_confirmation_sign']"
+                   position="after">
+                <div class="col-12 col-lg-6 o_setting_box"
+                     id="quotation_expiry_mail">
+                    <div class="o_setting_left_pane">
+                        <field name="quotation_expiry_mail"/>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <label for="quotation_expiry_mail"
+                               string="Quotation expiry Email"/>
+                        <div class="text-muted mb16">
+                            Set Expiry Mail to customer.
+                        </div>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <span attrs="{'invisible': [('quotation_expiry_mail','=',False)]}">
+                            Mail Template
+                        </span>
+                        <field name="expiry_mail_id"
+                               attrs="{'invisible': [('quotation_expiry_mail','=',False)]}"/>
+                    </div>
+                    <div class="o_setting_right_pane">
+                        <span attrs="{'invisible': [('quotation_expiry_mail','=',False)]}">
+                            Quotation expired after
+                        </span>
+                        <field name="expiry_days"
+                               attrs="{'invisible': [('quotation_expiry_mail','=',False)]}"/>
+                        <span attrs="{'invisible': [('quotation_expiry_mail','=',False)]}">
+                            Day
+                        </span>
+                    </div>
+                </div>
+            </xpath>
+        </field>
+    </record>
+</odoo>

quotation_customer_followup/views/res_partner_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!--This module was inherited for adding a quotation expiry field.      -->
+    <record id="view_partner_form" model="ir.ui.view">
+        <field name="name">
+            res.partner.view.form.inherit.quotation.customer.followup
+        </field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='team_id']" position="after">
+                <field name="quotation_expiry_days"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>