[15.0][MIG] website_event_crm > website_event_crm_invitation: Migration to 15.0

setup/website_event_crm_invitation/odoo/addons/website_event_crm_invitation

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+../../../../website_event_crm_invitation

setup/website_event_crm_invitation/setup.py

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+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)

website_event_crm_invitation/README.rst

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+==================================
+Website, event and CRM integration
+==================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:9deea439efca4b062cf5de7cec8dfb1427e36ddc3e868560d05bc5bf75b89f98
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/licence-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%2Fweb-lightgray.png?logo=github
+    :target: https://github.com/OCA/web/tree/15.0/website_event_crm_extension
+    :alt: OCA/web
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/web-15-0/web-15-0-website_event_crm_extension
+    :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/web&target_branch=15.0
+    :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:
+
+#. 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:
+
+#. Go to *CRM > Sales > My pipeline*.
+
+#. Hover over one stage name and click on its cogs icon.
+
+#. Choose *Edit Stage*.
+
+#. 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.
+
+#. 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:
+
+#. Go to *Settings > Technical > Automation > Scheduled Actions >
+   Notify all opportunities related to event categories*.
+
+#. 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:
+
+#. Go to *CRM > Sales > My pipeline* and create one opportunity.
+
+#. 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.
+
+#. 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/web/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/web/issues/new?body=module:%20website_event_crm_extension%0Aversion:%2015.0%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
+~~~~~~~~~~~~
+
+* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)
+
+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-Yajo| image:: https://github.com/Yajo.png?size=40px
+    :target: https://github.com/Yajo
+    :alt: Yajo
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Yajo| 
+
+This module is part of the `OCA/web <https://github.com/OCA/web/tree/15.0/website_event_crm_extension>`_ 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

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+from . import models
+from . import wizards

website_event_crm_invitation/__manifest__.py

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+# 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": "15.0.1.0.0",
+    "development_status": "Production/Stable",
+    "category": "Marketing",
+    "website": "https://github.com/OCA/event",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["Yajo"],
+    "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

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+<?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="numbercall">-1</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

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+<?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="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>