[19.0][MIG] website_event_crm_invitation: Migration to version 19.0

website_event_crm_invitation/README.rst

@@ -0,0 +1,154 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+==================================
+Website, event and CRM integration
+==================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:ad2e302acd9b1ec9b1452677ee2f2c437b1764391982019242db26a2a0ec7c09
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github
+    :target: https://github.com/OCA/event/tree/19.0/website_event_crm_invitation
+    :alt: OCA/event
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/event-19-0/event-19-0-website_event_crm_invitation
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/event&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of website events and CRM to
+support inviting customers to register to events of the selected
+category and to allow you to have less administrative work to do, mostly
+if they register by themselves.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+To install this module, you need to:
+
+1. Install crm_event from https://github.com/OCA/event
+
+Configuration
+=============
+
+This module allows you to configure opportunity stages to enable some
+automations.
+
+To advance automatically to the next stage when the opportunity is
+invited to view an event category on the website:
+
+1. Go to *CRM > Sales > My pipeline*.
+2. Hover over one stage name and click on its cogs icon.
+3. Choose *Edit Stage*.
+4. Enable *Invite automatically to website event category* if you want
+   that opportunities in that stage, which are related to an event
+   category, get periodically checked to see if there's a new event
+   published in your website, belonging to that category, and, if so,
+   invited to check it out.
+5. Enable *Advance stage automatically when inviting to website event
+   category* if you want that, when one of the opportunities in that
+   stage is invited to check out events published on your website, it
+   advances automatically to the next stage.
+
+Important: If you don't want to invite automatically on loop, make sure
+to enable both options if you enable the 1st one, and make sure the next
+stage is not enabled to autonotify.
+
+To configure the frequency of automated notifications:
+
+1. Go to *Settings > Technical > Automation > Scheduled Actions > Notify
+   all opportunities related to event categories*.
+2. Edit *Execute Every*.
+
+Important: That only schedules mails, but they will be sent later when
+the *Mail: Email Queue Manager* automated action is triggered. You can
+configure it the same way.
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Go to *CRM > Sales > My pipeline* and create one opportunity.
+2. Assign an event type and a customer to it. The event type must:
+
+   - Have at least one published event.
+   - With available seats.
+   - Which is upcoming.
+
+3. Click on *Invite to website*. You will see a wizard to send an email
+   to the customer, inviting him/her to visit your website and register
+   to an event.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/event/issues/new?body=module:%20website_event_crm_invitation%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Jairo Llopis
+  - David Vidal
+  - Pilar Vargas
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-pilarvargas-tecnativa| image:: https://github.com/pilarvargas-tecnativa.png?size=40px
+    :target: https://github.com/pilarvargas-tecnativa
+    :alt: pilarvargas-tecnativa
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-pilarvargas-tecnativa| 
+
+This module is part of the `OCA/event <https://github.com/OCA/event/tree/19.0/website_event_crm_invitation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

website_event_crm_invitation/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizards

website_event_crm_invitation/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2021 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Website, event and CRM integration",
+    "summary": "Invite leads to event types on website",
+    "version": "19.0.1.0.0",
+    "development_status": "Production/Stable",
+    "category": "Marketing",
+    "website": "https://github.com/OCA/event",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["pilarvargas-tecnativa"],
+    "license": "AGPL-3",
+    "installable": True,
+    "depends": ["crm_event", "website_event"],
+    "data": [
+        "data/ir_cron_data.xml",
+        "data/mail_template_data.xml",
+        "views/crm_lead_view.xml",
+        "views/crm_stage_view.xml",
+    ],
+}

website_event_crm_invitation/data/ir_cron_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2021 Tecnativa - Jairo Llopis
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<data noupdate="1">
+    <record id="cron" model="ir.cron">
+        <field name="name">Notify all opportunities related to event categories</field>
+        <field name="active" eval="True" />
+        <field name="interval_type">days</field>
+        <field name="state">code</field>
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="code">model._cron_auto_invite_website_event_type()</field>
+    </record>
+</data>

website_event_crm_invitation/data/mail_template_data.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2021 Tecnativa - Jairo Llopis
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record id="crm_lead_event_type_tpl" model="mail.template">
+        <field name="name">Invite to event category</field>
+        <field name="auto_delete" eval="False" />
+        <field name="email_to">{{object.email_from or ''}}</field>
+        <field name="partner_to">{{object.partner_id.id or ''}}</field>
+        <field
+            name="description"
+        >Sent to customers for inviting to register to events of the selected category</field>
+        <field
+            name="lang"
+        >{{object.partner_id.lang or object.env.context.get("lang") or object.env.user.lang}}</field>
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">Dear <t
+                    t-out="object.partner_name or object.partner_id.name"
+                />,</p>
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    You seem to be interested in registering into an event of category
+                    <strong t-out="object.event_type_id.name" />.
+                </p>
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    I just wanted to inform you that
+                    <b>we have currently some event(s) of that category published</b>
+                    in our website:
+                </p>
+                <p>
+                    <div style="margin: 16px 8px 16px 8px; text-align: center;">
+                        <a
+                            t-attf-href="#{ctx.get('base_url', '')}#{object.event_type_website_url}"
+                            style="background-color: #875a7b; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px;"
+                        >
+                            View events of category
+                            <strong t-out="object.event_type_id.name" />
+                        </a>
+                    </div>
+                </p>
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    Please visit that link and register to any event you like.
+                </p>
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+                    Regards.
+                </p>
+            </div>
+        </field>
+    </record>
+</odoo>