diff --git a/quotation_customer_followup/README.rst b/quotation_customer_followup/README.rst new file mode 100644 index 000000000..9c4b5d699 --- /dev/null +++ b/quotation_customer_followup/README.rst @@ -0,0 +1,47 @@ +.. 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 : (V18) 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 `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/quotation_customer_followup/__init__.py b/quotation_customer_followup/__init__.py new file mode 100644 index 000000000..d901509b1 --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..f79c7a99b --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# along with this program. If not, see . +# +################################################################################ +{ + 'name': 'Quotation Customer Followup', + 'version': '18.0.1.0.0', + '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.jpg'], + '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..b881fa4b7 --- /dev/null +++ b/quotation_customer_followup/data/ir_cron.xml @@ -0,0 +1,21 @@ + + + + + Expired Quotation + + code + model.process_scheduler_quotation() + 1 + days + + + + Followup Quotation + + code + model.followup_scheduler_queue() + 1 + days + + \ 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..439bb3606 --- /dev/null +++ b/quotation_customer_followup/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 22.11.2024 +#### Version 18.0.1.0.0 +#### 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..1a1a59048 --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..2e3346abf --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..87894532b --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..b2fcf4e55 --- /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: Ashok PK (odoo@cybrosys.com) +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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.partner_id.email}, 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') + 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.partner_id.email}, force_send=True) diff --git a/quotation_customer_followup/static/description/assets/cybro-icon.png b/quotation_customer_followup/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and b/quotation_customer_followup/static/description/assets/cybro-icon.png differ diff --git a/quotation_customer_followup/static/description/assets/cybro-odoo.png b/quotation_customer_followup/static/description/assets/cybro-odoo.png new file mode 100644 index 000000000..ed02e07a4 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/cybro-odoo.png differ diff --git a/quotation_customer_followup/static/description/assets/h2.png b/quotation_customer_followup/static/description/assets/h2.png new file mode 100644 index 000000000..0bfc4707d Binary files /dev/null and b/quotation_customer_followup/static/description/assets/h2.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/arrows-repeat.svg b/quotation_customer_followup/static/description/assets/icons/arrows-repeat.svg new file mode 100755 index 000000000..1d7efabc5 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/arrows-repeat.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-1.png b/quotation_customer_followup/static/description/assets/icons/banner-1.png new file mode 100755 index 000000000..c180db172 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/banner-1.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/banner-2.svg b/quotation_customer_followup/static/description/assets/icons/banner-2.svg new file mode 100755 index 000000000..e606d97d9 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-2.svg @@ -0,0 +1,73 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-bg.png b/quotation_customer_followup/static/description/assets/icons/banner-bg.png new file mode 100755 index 000000000..a8238d3c0 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/banner-bg.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/banner-bg.svg b/quotation_customer_followup/static/description/assets/icons/banner-bg.svg new file mode 100755 index 000000000..b1378103e --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-bg.svg @@ -0,0 +1,9 @@ + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-call.svg b/quotation_customer_followup/static/description/assets/icons/banner-call.svg new file mode 100755 index 000000000..96c687e81 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-call.svg @@ -0,0 +1,5 @@ + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-mail.svg b/quotation_customer_followup/static/description/assets/icons/banner-mail.svg new file mode 100755 index 000000000..cbf0d158d --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-mail.svg @@ -0,0 +1,5 @@ + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-pattern.svg b/quotation_customer_followup/static/description/assets/icons/banner-pattern.svg new file mode 100755 index 000000000..9c1c7e101 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-pattern.svg @@ -0,0 +1,343 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/banner-promo.svg b/quotation_customer_followup/static/description/assets/icons/banner-promo.svg new file mode 100755 index 000000000..d52791b11 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/banner-promo.svg @@ -0,0 +1,147 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/brand-pair.svg b/quotation_customer_followup/static/description/assets/icons/brand-pair.svg new file mode 100755 index 000000000..d8db7fc1e --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/brand-pair.svg @@ -0,0 +1,41 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 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 100755 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 b/quotation_customer_followup/static/description/assets/icons/chevron.png new file mode 100755 index 000000000..2089293d6 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/chevron.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/close-icon.svg b/quotation_customer_followup/static/description/assets/icons/close-icon.svg new file mode 100755 index 000000000..df8cce37a --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/close-icon.svg @@ -0,0 +1,5 @@ + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/cogs.png b/quotation_customer_followup/static/description/assets/icons/cogs.png new file mode 100755 index 000000000..95d0bad62 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/cogs.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/collabarate-icon.svg b/quotation_customer_followup/static/description/assets/icons/collabarate-icon.svg new file mode 100755 index 000000000..dd4e10518 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/collabarate-icon.svg @@ -0,0 +1,3 @@ + + + diff --git a/quotation_customer_followup/static/description/assets/icons/consultation.png b/quotation_customer_followup/static/description/assets/icons/consultation.png new file mode 100755 index 000000000..8319d4baa Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/consultation.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/cybro-logo.png b/quotation_customer_followup/static/description/assets/icons/cybro-logo.png new file mode 100755 index 000000000..ff4b78220 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/cybro-logo.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/down.svg b/quotation_customer_followup/static/description/assets/icons/down.svg new file mode 100755 index 000000000..f21c36271 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/down.svg @@ -0,0 +1 @@ + \ No newline at end of file diff --git a/quotation_customer_followup/static/description/assets/icons/ecom-black.png b/quotation_customer_followup/static/description/assets/icons/ecom-black.png new file mode 100755 index 000000000..a9385ff13 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/ecom-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/education-black.png b/quotation_customer_followup/static/description/assets/icons/education-black.png new file mode 100755 index 000000000..3eb09b27b Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/education-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/faq.png b/quotation_customer_followup/static/description/assets/icons/faq.png new file mode 100755 index 000000000..4250b5b81 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/faq.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/feature-icon.svg b/quotation_customer_followup/static/description/assets/icons/feature-icon.svg new file mode 100755 index 000000000..fa0ea6850 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/feature-icon.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/feature.png b/quotation_customer_followup/static/description/assets/icons/feature.png new file mode 100755 index 000000000..ac7a785c0 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/feature.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/gear.svg b/quotation_customer_followup/static/description/assets/icons/gear.svg new file mode 100755 index 000000000..0cc66b6ea --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/gear.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/gif.gif b/quotation_customer_followup/static/description/assets/icons/gif.gif new file mode 100644 index 000000000..5ee251d2b Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/gif.gif differ diff --git a/quotation_customer_followup/static/description/assets/icons/hire-odoo.svg b/quotation_customer_followup/static/description/assets/icons/hire-odoo.svg new file mode 100755 index 000000000..e1ac089b0 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/hire-odoo.svg @@ -0,0 +1,12 @@ + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/hotel-black.png b/quotation_customer_followup/static/description/assets/icons/hotel-black.png new file mode 100755 index 000000000..130f613be Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/hotel-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/license.png b/quotation_customer_followup/static/description/assets/icons/license.png new file mode 100755 index 000000000..a5869797e Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/license.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/life-ring-icon.svg b/quotation_customer_followup/static/description/assets/icons/life-ring-icon.svg new file mode 100755 index 000000000..3ae6e1d89 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/life-ring-icon.svg @@ -0,0 +1,13 @@ + + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/lifebuoy.png b/quotation_customer_followup/static/description/assets/icons/lifebuoy.png new file mode 100755 index 000000000..658d56ccc Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/lifebuoy.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/mail.svg b/quotation_customer_followup/static/description/assets/icons/mail.svg new file mode 100755 index 000000000..1eedde695 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/mail.svg @@ -0,0 +1,3 @@ + + + diff --git a/quotation_customer_followup/static/description/assets/icons/manufacturing-black.png b/quotation_customer_followup/static/description/assets/icons/manufacturing-black.png new file mode 100755 index 000000000..697eb0e9f Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/manufacturing-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/notes.png b/quotation_customer_followup/static/description/assets/icons/notes.png new file mode 100755 index 000000000..ee5e95404 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/notes.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/notification icon.svg b/quotation_customer_followup/static/description/assets/icons/notification icon.svg new file mode 100755 index 000000000..053189973 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/notification icon.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/odoo-consultancy.svg b/quotation_customer_followup/static/description/assets/icons/odoo-consultancy.svg new file mode 100755 index 000000000..e05f65bde --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/odoo-consultancy.svg @@ -0,0 +1,4 @@ + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/odoo-licencing.svg b/quotation_customer_followup/static/description/assets/icons/odoo-licencing.svg new file mode 100755 index 000000000..2606c88b0 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/odoo-licencing.svg @@ -0,0 +1,3 @@ + + + diff --git a/quotation_customer_followup/static/description/assets/icons/odoo-logo.png b/quotation_customer_followup/static/description/assets/icons/odoo-logo.png new file mode 100755 index 000000000..0e4d0eb5a Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/odoo-logo.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/patter.svg b/quotation_customer_followup/static/description/assets/icons/patter.svg new file mode 100755 index 000000000..25c9c0a8f --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/patter.svg @@ -0,0 +1,9 @@ + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/pattern1.png b/quotation_customer_followup/static/description/assets/icons/pattern1.png new file mode 100755 index 000000000..09ab0fb2d Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/pattern1.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/pos-black.png b/quotation_customer_followup/static/description/assets/icons/pos-black.png new file mode 100755 index 000000000..97c0f90c1 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/pos-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/puzzle-piece-icon.svg b/quotation_customer_followup/static/description/assets/icons/puzzle-piece-icon.svg new file mode 100755 index 000000000..3e9ad9373 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/puzzle-piece-icon.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/puzzle.png b/quotation_customer_followup/static/description/assets/icons/puzzle.png new file mode 100755 index 000000000..65cf854e7 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/puzzle.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/replace-icon.svg b/quotation_customer_followup/static/description/assets/icons/replace-icon.svg new file mode 100755 index 000000000..d0e3a7af1 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/replace-icon.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/restaurant-black.png b/quotation_customer_followup/static/description/assets/icons/restaurant-black.png new file mode 100755 index 000000000..4a35eb939 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/restaurant-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/screenshot-main.png b/quotation_customer_followup/static/description/assets/icons/screenshot-main.png new file mode 100755 index 000000000..575f8e676 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/screenshot-main.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/screenshot.png b/quotation_customer_followup/static/description/assets/icons/screenshot.png new file mode 100755 index 000000000..cef272529 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/screenshot.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/service-black.png b/quotation_customer_followup/static/description/assets/icons/service-black.png new file mode 100755 index 000000000..301ab51cb Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/service-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/skype-fill.svg b/quotation_customer_followup/static/description/assets/icons/skype-fill.svg new file mode 100755 index 000000000..c17423639 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/skype-fill.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/skype.png b/quotation_customer_followup/static/description/assets/icons/skype.png new file mode 100755 index 000000000..51b409fb3 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/skype.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/skype.svg b/quotation_customer_followup/static/description/assets/icons/skype.svg new file mode 100755 index 000000000..df3dad39b --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/skype.svg @@ -0,0 +1,3 @@ + + + diff --git a/quotation_customer_followup/static/description/assets/icons/star-1.svg b/quotation_customer_followup/static/description/assets/icons/star-1.svg new file mode 100755 index 000000000..7e55ab162 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/star-1.svg @@ -0,0 +1,53 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/star-2.svg b/quotation_customer_followup/static/description/assets/icons/star-2.svg new file mode 100755 index 000000000..5ae9f507a --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/star-2.svg @@ -0,0 +1,9 @@ + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/support.png b/quotation_customer_followup/static/description/assets/icons/support.png new file mode 100755 index 000000000..4f18b8b82 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/support.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/test-1 - Copy.png b/quotation_customer_followup/static/description/assets/icons/test-1 - Copy.png new file mode 100755 index 000000000..f6a902663 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/test-1 - Copy.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/test-1.png b/quotation_customer_followup/static/description/assets/icons/test-1.png new file mode 100755 index 000000000..0908add2b Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/test-1.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/test-2.png b/quotation_customer_followup/static/description/assets/icons/test-2.png new file mode 100755 index 000000000..4671fe91e Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/test-2.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/trading-black.png b/quotation_customer_followup/static/description/assets/icons/trading-black.png new file mode 100755 index 000000000..9398ba2f1 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/trading-black.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/training.png b/quotation_customer_followup/static/description/assets/icons/training.png new file mode 100755 index 000000000..884ca024d Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/training.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/translate.svg b/quotation_customer_followup/static/description/assets/icons/translate.svg new file mode 100755 index 000000000..af9c8a1aa --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/translate.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/update.png b/quotation_customer_followup/static/description/assets/icons/update.png new file mode 100755 index 000000000..ecbc5a01a Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/update.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/user.png b/quotation_customer_followup/static/description/assets/icons/user.png new file mode 100755 index 000000000..6ffb23d9f Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/user.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/video.png b/quotation_customer_followup/static/description/assets/icons/video.png new file mode 100755 index 000000000..576705b17 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/video.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/whatsapp.png b/quotation_customer_followup/static/description/assets/icons/whatsapp.png new file mode 100755 index 000000000..d513a5356 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/whatsapp.png differ diff --git a/quotation_customer_followup/static/description/assets/icons/wrench-icon.svg b/quotation_customer_followup/static/description/assets/icons/wrench-icon.svg new file mode 100755 index 000000000..174b5a465 --- /dev/null +++ b/quotation_customer_followup/static/description/assets/icons/wrench-icon.svg @@ -0,0 +1,10 @@ + + + + + + + + + + diff --git a/quotation_customer_followup/static/description/assets/icons/wrench.png b/quotation_customer_followup/static/description/assets/icons/wrench.png new file mode 100755 index 000000000..6c04dea0f Binary files /dev/null and b/quotation_customer_followup/static/description/assets/icons/wrench.png differ diff --git a/quotation_customer_followup/static/description/assets/modules/1.jpg b/quotation_customer_followup/static/description/assets/modules/1.jpg new file mode 100644 index 000000000..3cb15fe01 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/1.jpg differ diff --git a/quotation_customer_followup/static/description/assets/modules/2.png b/quotation_customer_followup/static/description/assets/modules/2.png new file mode 100644 index 000000000..906d51bf5 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/2.png differ diff --git a/quotation_customer_followup/static/description/assets/modules/3.png b/quotation_customer_followup/static/description/assets/modules/3.png new file mode 100644 index 000000000..3339ef722 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/3.png differ diff --git a/quotation_customer_followup/static/description/assets/modules/4.jpg b/quotation_customer_followup/static/description/assets/modules/4.jpg new file mode 100644 index 000000000..73613d2fb Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/4.jpg differ diff --git a/quotation_customer_followup/static/description/assets/modules/5.png b/quotation_customer_followup/static/description/assets/modules/5.png new file mode 100644 index 000000000..29c325870 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/5.png differ diff --git a/quotation_customer_followup/static/description/assets/modules/6.png b/quotation_customer_followup/static/description/assets/modules/6.png new file mode 100644 index 000000000..d2094985a Binary files /dev/null and b/quotation_customer_followup/static/description/assets/modules/6.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/1.png b/quotation_customer_followup/static/description/assets/screenshots/1.png new file mode 100644 index 000000000..67317e835 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/1.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/2.png b/quotation_customer_followup/static/description/assets/screenshots/2.png new file mode 100644 index 000000000..e7004f08e Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/2.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/3.png b/quotation_customer_followup/static/description/assets/screenshots/3.png new file mode 100644 index 000000000..df92697e5 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/3.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/4.png b/quotation_customer_followup/static/description/assets/screenshots/4.png new file mode 100644 index 000000000..54ffdb11c Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/4.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/5.png b/quotation_customer_followup/static/description/assets/screenshots/5.png new file mode 100644 index 000000000..4e7e4cd27 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/5.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/6.png b/quotation_customer_followup/static/description/assets/screenshots/6.png new file mode 100644 index 000000000..f391fba62 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/6.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/7.png b/quotation_customer_followup/static/description/assets/screenshots/7.png new file mode 100644 index 000000000..797852251 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/7.png differ diff --git a/quotation_customer_followup/static/description/assets/screenshots/gif.gif b/quotation_customer_followup/static/description/assets/screenshots/gif.gif new file mode 100644 index 000000000..5ee251d2b Binary files /dev/null and b/quotation_customer_followup/static/description/assets/screenshots/gif.gif differ diff --git a/quotation_customer_followup/static/description/assets/y18.jpg b/quotation_customer_followup/static/description/assets/y18.jpg new file mode 100644 index 000000000..eea1714f2 Binary files /dev/null and b/quotation_customer_followup/static/description/assets/y18.jpg differ diff --git a/quotation_customer_followup/static/description/banner.jpg b/quotation_customer_followup/static/description/banner.jpg new file mode 100644 index 000000000..04f6c8008 Binary files /dev/null and b/quotation_customer_followup/static/description/banner.jpg differ diff --git a/quotation_customer_followup/static/description/icon.png b/quotation_customer_followup/static/description/icon.png new file mode 100644 index 000000000..cf2027f52 Binary files /dev/null and b/quotation_customer_followup/static/description/icon.png 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..105184104 --- /dev/null +++ b/quotation_customer_followup/static/description/index.html @@ -0,0 +1,955 @@ + + + + + + Quotation Customer Followup + + + + + + + + + + +
+
+ + + +
+
+ Community +
+ + + + + + + + +
+
+ +
+
+
+
+

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

+

Quotation Customer Followup +

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

Key + Highlights

+
+
+
+
+ +
+
+ Automated Date Calculation +
+

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

+
+
+
+
+
+ +
+
+ Automated Reminder +
+

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

+
+
+
+
+ +
+
+
+ Quotation Customer Followup +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
+
+ +
+
+
+ + + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ 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 +

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

+ Template for + + Quotation Followup. +

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

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

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

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

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

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

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

+ Template for + + Quotation Expiry. +

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

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

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

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

+
+ +
+
+
+
+
+
+ +
+

+ Automatically email customers if the Quotation has Expired or the Follow-up date has been reached.

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

+ Yes, we can customize the email template to fit your needs. +

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

+ Latest Release 18.0.1.0.0 +

+ + 22nd November, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
+
+
+
+
+
+
+
+
+
+ + + +
+

+ Related Products +

+ +
+ + +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + 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 + + + + + +
+
+
+
+
+
+
+
+ + + +
+
+
+
+
+
+
+
+
+
+
\ 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..b726f93a5 --- /dev/null +++ b/quotation_customer_followup/views/res_partner_views.xml @@ -0,0 +1,16 @@ + + + View for adding a field in customer form + + + res.partner.view.form.inherit.quotation.customer.followup + + res.partner + + + + + + + + \ No newline at end of file