diff --git a/quotation_customer_followup/README.rst b/quotation_customer_followup/README.rst new file mode 100644 index 000000000..ddaf0f128 --- /dev/null +++ b/quotation_customer_followup/README.rst @@ -0,0 +1,44 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://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/16.0/setup/install.html + - Install our custom addon + +License +------- +GNU AFFERO GENERAL PUBLIC LICENSE (AGPL-3) +(https://www.odoo.com/documentation/user/16.0/legal/licenses/licenses.html) + +Company +------- +* 'Cybrosys Techno Solutions + +Credits +------- +* Developer: Nisarudheen @ cybrosys + +Contacts +-------- +* Mail Contact : odoo@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..550923c0e --- /dev/null +++ b/quotation_customer_followup/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-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..1fe1198ed --- /dev/null +++ b/quotation_customer_followup/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-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': '16.0.1.0.0', + 'description': 'verification for quotation expierd and sending email to quotation customer', + 'summary': """Followup mail to customer for late quotations Expiry warning mail for quotations""", + 'category': 'Sales', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['base', 'sale', '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..90875d37d --- /dev/null +++ b/quotation_customer_followup/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 03.04.2023 +#### Version 16.0.1.0.0 +#### ADD +- Initial commit for Quotation Customer Followup \ No newline at end of file diff --git a/quotation_customer_followup/models/__init__.py b/quotation_customer_followup/models/__init__.py new file mode 100644 index 000000000..ffc683827 --- /dev/null +++ b/quotation_customer_followup/models/__init__.py @@ -0,0 +1,26 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-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_partner +from . import res_config_settings +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..3e3eb11a9 --- /dev/null +++ b/quotation_customer_followup/models/res_config_settings.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-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): + """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', + config_parameter + ="res.config.settings.mail_template") + expiry_mail_id = fields.Many2one('mail.template', + string='Expiry Mail Template', + config_parameter + ="res.config.settings.expiry_mail_template") + quotation_followup_mail = fields.Boolean( + config_parameter="res.config.settings.followup_enable", + string='Quotation Followup By Email') + quotation_expiry_mail = fields.Boolean( + config_parameter="res.config.settings.expiry_enable") + days = fields.Integer(string='days', + config_parameter="res.config.settings.days") + expiry_days = fields.Integer( + string='Expiry Days', + config_parameter="res.config.settings.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..0a8e85fb1 --- /dev/null +++ b/quotation_customer_followup/models/res_partner.py @@ -0,0 +1,31 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-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): + """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') diff --git a/quotation_customer_followup/models/sale_order.py b/quotation_customer_followup/models/sale_order.py new file mode 100644 index 000000000..50d5954d8 --- /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: 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): + """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( + 'res.config.settings.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( + '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.add( + fields.date.today(), days=1))]): + 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): + """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( + 'res.config.settings.days') + template = parameter.get_param( + 'res.config.settings.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': rec.user_id.login}, 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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+
+
+
+ +
+
+
+ Community +
+
+
+
+
+ +
+
+
+

+ Quotation Customer Followup

+

+ Sending email to late quotation customer +

+ +
+
+ + + + +
+
+

+ 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. +

+
+ + +
+
+

+ Features +

+
+ +
+
+ +
+
+

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

+

+ user can 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 +

+
+
+

+ Add email template and expected days

+

+ Option for adding email templates and setting a day after the follow-up irresponsible quotation. +

+ +
+
+

+ 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.

+ +
+ +
+

+ Set expiry days in General setting

+

+ While we can set an expiration date globally that will apply to all customers,we can also set a mail template.

+ +
+ +
+

+ Expiry mail sending

+

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

+ +
+
+ + + +
+
+

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+
+
+ +
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

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+ +
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+ + + + + +
+
+
+

Need Help?

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+
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+ + +
+ +
+ +
+ +
+ WhatsApp +
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+ +
+ +
+ +
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+ +
+ +
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+ + +
\ No newline at end of file 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..97dfa0e16 --- /dev/null +++ b/quotation_customer_followup/views/res_config_settings_views.xml @@ -0,0 +1,55 @@ + + + + + res.config.settings.view.form.inherit.quotation.customer.followup + res.config.settings + + + +
+
+ +
+
+
+
+ Mail Template + +
+
+ Mail send after + + days +
+
+
+ +
+
+ +
+
+
+
+ Mail Template + +
+
+ Quotation expired after + + Day +
+
+
+
+
+
\ 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..10792b438 --- /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