diff --git a/quotation_customer_followup/README.rst b/quotation_customer_followup/README.rst new file mode 100644 index 000000000..5d0b7270b --- /dev/null +++ b/quotation_customer_followup/README.rst @@ -0,0 +1,44 @@ +.. 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 `__ + +Credits +------- +Developer: (V14) 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: ``__ diff --git a/quotation_customer_followup/__init__.py b/quotation_customer_followup/__init__.py new file mode 100644 index 000000000..3b980fffd --- /dev/null +++ b/quotation_customer_followup/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +from . import models diff --git a/quotation_customer_followup/__manifest__.py b/quotation_customer_followup/__manifest__.py new file mode 100644 index 000000000..5a8b6d001 --- /dev/null +++ b/quotation_customer_followup/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +{ + 'name': 'Quotation Expiry Date Reminder', + 'version': '14.0.1.0.0', + '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'], + '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, +} diff --git a/quotation_customer_followup/data/ir_cron_data.xml b/quotation_customer_followup/data/ir_cron_data.xml new file mode 100644 index 000000000..5c993cff5 --- /dev/null +++ b/quotation_customer_followup/data/ir_cron_data.xml @@ -0,0 +1,25 @@ + + + + + + Expired Quotation + + code + model.process_scheduler_quotation() + 1 + days + -1 + + + + Followup Quotation + + code + model.followup_scheduler_queue() + 1 + days + -1 + + + diff --git a/quotation_customer_followup/doc/RELEASE_NOTES.md b/quotation_customer_followup/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..06b390360 --- /dev/null +++ b/quotation_customer_followup/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 29.09.2023 +#### Version 14.0.1.0.0 +#### ADD +- Initial commit for Quotation Expiry Date Reminder diff --git a/quotation_customer_followup/models/__init__.py b/quotation_customer_followup/models/__init__.py new file mode 100644 index 000000000..9bb27cf2a --- /dev/null +++ b/quotation_customer_followup/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +from . import res_config_settings +from . import res_partner +from . import sale_order diff --git a/quotation_customer_followup/models/res_config_settings.py b/quotation_customer_followup/models/res_config_settings.py new file mode 100644 index 000000000..f9cd16c49 --- /dev/null +++ b/quotation_customer_followup/models/res_config_settings.py @@ -0,0 +1,57 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +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") diff --git a/quotation_customer_followup/models/res_partner.py b/quotation_customer_followup/models/res_partner.py new file mode 100644 index 000000000..a286641ff --- /dev/null +++ b/quotation_customer_followup/models/res_partner.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +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 for customers') diff --git a/quotation_customer_followup/models/sale_order.py b/quotation_customer_followup/models/sale_order.py new file mode 100644 index 000000000..a22cfa555 --- /dev/null +++ b/quotation_customer_followup/models/sale_order.py @@ -0,0 +1,77 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Ayana KP (odoo@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 . +# +############################################################################### +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(self): + """This function is used to autofill quotation expiry date + based on calculating order_date and user expected date""" + 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'))) + + 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 sale 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': sale.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 sale in self.search([ + ('state', '=', 'sent'), ('date_order', '>=', start_date), ( + 'date_order', '<=', end_date)]): + email_template.send_mail(self.id, email_values={ + 'email_to': sale.partner_id.email, + 'email_from': self.env.user.email_formatted, + }, force_send=True) diff --git a/quotation_customer_followup/static/description/assets/icons/check.png b/quotation_customer_followup/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/check.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/chevron.png 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differ diff --git a/quotation_customer_followup/static/description/index.html b/quotation_customer_followup/static/description/index.html new file mode 100644 index 000000000..1794798af --- /dev/null +++ b/quotation_customer_followup/static/description/index.html @@ -0,0 +1,696 @@ +
+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ + + +
+
+
+

+ Quotation Expiry Date Reminder +

+

+ Automated Email Notifications are Sent to Customers to + Remind them of the Impending Expiration Date of Their + Quotation. +

+ + +
+
+
+ + + + + + +
+
+

+ Overview +

+
+
+

+ 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. +

+
+
+ + + +
+
+

+ Configuration +

+
+
+

+ No additional configuration required

+
+
+
+
+

+ Features +

+
+
+
+ +
+
+

+ Community, Enterprise & Odoo.sh Support

+

+ Available in Odoo 14.0 Community Enterprise and Odoo.sh.

+
+
+
+
+ +
+
+

+ Expiry Date is Calculated Automatically Based on the User's + Expected Days.

+

+ We Ccan set expected days and mail template in General + Settings

+
+
+
+
+ +
+
+

+ Sending Emails Every Day

+

+ Option for sending an email to a customer whose quotation + has recently expired. + and follow-up mail to the late quotation customer.

+
+
+ + + +
+
+

+ Screenshots +

+
+
+

+ Set Expiry Days and Email Template in General settings

+

+ We have the option to set a global expiration date that + applies to all customers. Additionally, we can customize + mail template for the mail. +

+ +
+
+

+ Follow-up Email Sending

+

+ Automatically checks irresponsible quotations and sends mail + every day.

+ +
+ +
+

+ Set Expiry Days in Customer Form View

+

+ We can set quotation expiry days in Order -> customer -> + sale&purchase.

+ +
+
+

+ Expiry mail sending

+

+ Expiry emails are sent every day based on whose quotation + will expire soon.

+ +
+
+ + + +
+
+

Suggested Products

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+ Odoo + Consultancy
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+ +
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+ Odoo + Implementation
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+ +
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+ Odoo + Licensing Consultancy
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+ + + +
+
+
+

Our Industries

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+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
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+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

+
+
+
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

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+ + + + + +
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+
+

Need Help?

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diff --git a/quotation_customer_followup/views/res_config_settings_views.xml b/quotation_customer_followup/views/res_config_settings_views.xml new file mode 100644 index 000000000..f0be9df80 --- /dev/null +++ b/quotation_customer_followup/views/res_config_settings_views.xml @@ -0,0 +1,79 @@ + + + + + + res.config.settings.view.form.inherit.quotation.customer.followup + + res.config.settings + + + +
+
+ +
+
+
+
+ + Mail Template + + +
+
+ + Mail send after + + + + day(s) + +
+
+
+ +
+
+ +
+
+
+
+ + Mail Template + + +
+
+ + Quotation expired after + + + + Day(s) + +
+
+
+
+
+
diff --git a/quotation_customer_followup/views/res_partner_views.xml b/quotation_customer_followup/views/res_partner_views.xml new file mode 100644 index 000000000..4d84d6846 --- /dev/null +++ b/quotation_customer_followup/views/res_partner_views.xml @@ -0,0 +1,16 @@ + + + + + + res.partner.view.form.inherit.quotation.customer.followup + + res.partner + + + + + + + +