diff --git a/quotation_customer_followup/README.rst b/quotation_customer_followup/README.rst new file mode 100644 index 000000000..9c92554a4 --- /dev/null +++ b/quotation_customer_followup/README.rst @@ -0,0 +1,48 @@ +.. 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 Customer Followup +=========================== +* verification for quotation expired and sending email to quotation customer + +Installation +============ +- www.odoo.com/documentation/17.0/setup/install.html +- Install our custom addon + +License +------- +Affero General Public License v3.0 (AGPL v3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* 'Cybrosys Techno Solutions + +Credits +------- +* Developer: Developer : (V17) Ashok P K + 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: ``__ \ No newline at end of file diff --git a/quotation_customer_followup/__init__.py b/quotation_customer_followup/__init__.py new file mode 100644 index 000000000..d96aecdec --- /dev/null +++ b/quotation_customer_followup/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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..3232a63d4 --- /dev/null +++ b/quotation_customer_followup/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 Customer Followup', + 'version': '17.0.1.0.0', + 'category': 'Sales', + 'summary': """Followup mail for late quotations and quotation expiry""", + 'description': """Sending automated followup mail to customers after the + quotation is send or the date of the quotation is expiring.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['mail', 'sale_management'], + 'data': [ + 'data/ir_cron.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.xml b/quotation_customer_followup/data/ir_cron.xml new file mode 100644 index 000000000..e33a8d2ba --- /dev/null +++ b/quotation_customer_followup/data/ir_cron.xml @@ -0,0 +1,23 @@ + + + + + Expired Quotation + + code + model.process_scheduler_quotation() + 1 + days + -1 + + + + Followup Quotation + + code + model.followup_scheduler_queue() + 1 + days + -1 + + \ No newline at end of file diff --git a/quotation_customer_followup/doc/RELEASE_NOTES.md b/quotation_customer_followup/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..768ab14f7 --- /dev/null +++ b/quotation_customer_followup/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 16.01.2024 +#### Version 17.0.1.0.0 +#### ADD +- Initial commit for Quotation Customer Followup diff --git a/quotation_customer_followup/models/__init__.py b/quotation_customer_followup/models/__init__.py new file mode 100644 index 000000000..0b1875497 --- /dev/null +++ b/quotation_customer_followup/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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..c20e5cd10 --- /dev/null +++ b/quotation_customer_followup/models/res_config_settings.py @@ -0,0 +1,56 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 ConfigurationSettings(models.TransientModel): + """Class for adding new fields in the settings""" + _inherit = "res.config.settings" + + mail_template_id = fields.Many2one(comodel_name='mail.template', + string='Mail Template', + config_parameter + ="res.config.settings.mail_template", + help='Select a template for the email ' + 'to be sent for the followup mail.') + expiry_mail_id = fields.Many2one(comodel_name='mail.template', + string='Expiry Mail Template', + config_parameter + ="res.config.settings.expiry_mail_template", + help='Select a template for the email to ' + 'be sent for the expiry mail.') + quotation_followup_mail = fields.Boolean( + config_parameter="res.config.settings.followup_enable", + string='Quotation Followup By Email', + help='Enable to make a quotation followup email') + quotation_expiry_mail = fields.Boolean( + config_parameter="res.config.settings.expiry_enable", + help='Enable to make a quotation expiry email') + days = fields.Integer(string='days', + config_parameter="res.config.settings.days", + help='Select number of days that the email should ' + 'send after') + expiry_days = fields.Integer( + string='Expiry Days', + config_parameter="res.config.settings.expiry_days", + help='Select number of days that to set the expiry date as default ' + 'for quotation') diff --git a/quotation_customer_followup/models/res_partner.py b/quotation_customer_followup/models/res_partner.py new file mode 100644 index 000000000..6f211e6c9 --- /dev/null +++ b/quotation_customer_followup/models/res_partner.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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): + """Class for adding a quotation expiry field in the customer + form view.""" + _inherit = "res.partner" + + quotation_expiry_days = fields.Integer(string='Quotation Expiry Days', + help='Select number of days to set ' + 'the quotation expiry date.') diff --git a/quotation_customer_followup/models/sale_order.py b/quotation_customer_followup/models/sale_order.py new file mode 100644 index 000000000..90dff3b55 --- /dev/null +++ b/quotation_customer_followup/models/sale_order.py @@ -0,0 +1,76 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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_warning(self): + """Function to autofill quotation expiry date based on calculating + order_date and user expected date""" + res = super()._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( + 'res.config.settings.expiry_days'))) + return res + + def process_scheduler_quotation(self): + """Function to calculate the expiry date of quotation and send the + email to customer""" + template = self.env['ir.config_parameter'].get_param( + 'res.config.settings.expiry_mail_template') + email_template = self.env['mail.template'].browse(int(template)) + for rec in self.search([('state', '=', 'sent'), + ('validity_date', '=', fields.date.today())]): + email_template.send_mail(self.id, email_values={ + 'email_to': rec.partner_id.email, + 'email_from': rec.user_id.login}, force_send=True) + + def followup_scheduler_queue(self): + """Function 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( + 'res.config.settings.days') + template = parameter.get_param( + 'res.config.settings.mail_template') + 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a/quotation_customer_followup/static/description/index.html b/quotation_customer_followup/static/description/index.html new file mode 100644 index 000000000..315e1ef60 --- /dev/null +++ b/quotation_customer_followup/static/description/index.html @@ -0,0 +1,584 @@ + + + + + + + Odoo App 3 Index + + + + + + + + +
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Quotation Customer Followup

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+ Sending an Email to the Customer with a Delayed Quotation +

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Key Highlights +

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Automated Date Calculation

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Expiry date is automatically calculated based on the user's expected days. +

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Automated Reminder

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Automatically email customers if the quotation has expired or the follow-up date has been reached. +

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+ Provide an option to include email templates and set a Follow-up reminder for a day after sending an initial Quotation to address any irresponsiveness.

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Template for Quotation Followup.

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Automatically verify and address unresponsive Quotations by sending emails on a daily basis.

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We can set Quotation Expiry Days in Orders > Customers > Sales & Purchase.

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While we can establish a global Expiration Date applicable to all Customers, we also have the option to set a mail template.

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+ Template for Quotation Expiry.

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Expiration reminder emails are sent daily for Quotations that are nearing expiry.

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  • + Expiry date is automatically calculated based on the user's expected days. +
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  • + Automatically email customers if the Quotation has Expired or the Follow-up date has been reached. +
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Version + 17.0.1.0.0|Released on:25th May 2024 +
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+ + Initial Commit for Quotation Customer Followup.

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Got questions or need help? Get in touch.

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Say hi to us on WhatsApp!

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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..4644cfafa --- /dev/null +++ b/quotation_customer_followup/views/res_config_settings_views.xml @@ -0,0 +1,41 @@ + + + + + res.config.settings.view.form.inherit.quotation.customer.followup + res.config.settings + + + + + +
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\ No newline at end of file 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..701345ca2 --- /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 + + + + + + + + \ No newline at end of file