[IMP] planner copy
This commit is contained in:
Fabien Pinckaers
@@ -23,7 +23,7 @@ class Planner(models.Model):
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name = fields.Char(string='Name', required=True)
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menu_id = fields.Many2one('ir.ui.menu', string='Menu', required=True)
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view_id = fields.Many2one('ir.ui.view', string='Template', required=True)
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progress = fields.Integer(string="Progress Percentage")
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progress = fields.Integer(string="Progress Percentage", default=5)
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# used to store the data filled by user in planner(JSON Data)
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data = fields.Text(string='Data')
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tooltip_planner = fields.Html(string='Planner Tooltips', translate=True)
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Binary file not shown.
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Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 9.4 KiB |
@@ -102,7 +102,7 @@
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this.planner_launcher = parent;
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this.planner = planner;
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this.cookie_name = this.planner['planner_application'] + '_last_page';
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this.set('progress', 0);
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this.set('progress', 5);
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},
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start: function() {
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var self = this;
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@@ -252,7 +252,7 @@
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// re compute the progress percentage
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var mark_btn = this.$(".oe_planner button[id^='mark_button']");
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var marked_btn = this.$(".oe_planner button[id^='mark_button'].fa-check-square-o");
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var percent = parseInt((marked_btn.length / mark_btn.length * 100));
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var percent = parseInt((marked_btn.length+1) / (mark_btn.length+1) * 100);
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this.set('progress', percent);
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this.planner.progress = percent;
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// save data and progress in database
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@@ -186,33 +186,38 @@
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<!--Planner Pages-->
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<div class="pages col-sm-8 col-md-9 col-xs-12">
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<div id="planner_page1" class="planner-page show">
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<h1>Welcome!</h1>
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<p><i>Congratulations on taking the leap to boost your sales activities!</i></p>
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<p><i>Odoo's CRM and Sales app will help you handle your sales funnel, bringing your sales vision to life in a simple and seamless way.</i></p>
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<p><i>The whole process may take a few hours, some talking with your colleagues and several cups of coffee, but don't worry, you can take a break and come back to this tool any time you like.</i></p>
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<p><i>We are here to help you. If you get stuck, do not hesitate to get in touch with our CRM experts.</i></p>
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<p><i>With Odoo, it's not hard boosting your sales strategy.</i></p>
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<p class="last"><i>We wish you a fun time!</i></p>
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<div class="row fabien">
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<div class="col-xs-12">
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<img class="item" src="/planner/static/src/img/fabien_pinckaers.jpg" />
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<div class="item">
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<img class="signature" src="/planner/static/src/img/fabien_signature.png" />
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<address>
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For the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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</div>
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</div>
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</div>
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<div id="planner_page1" class="planner-page show">
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<h1>Welcome.</h1>
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<i><p>
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Congratulations on taking the leap to boost your sales
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activities!
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</p><p>
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Odoo CRM will help you handle your sales funnel, bringing
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your sales vision to life in a simple and seamless way.
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</p><p>
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Configuring Odoo CRM is easy. But you'll have bigger
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challenges like; structuring your sales process, building
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sales tools and training your teams. That's why we developed
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this tool. We want you to succeed boosting your sales
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performance.
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</p><p>
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If you get stuck, get in touch with our CRM experts, using
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the "Help" button on the top menu. Every Odoo Enterprise
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customer benefit from an unlimited support, don't hesitate
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to abuse it. We are here to help you.
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</p>
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<p class="mb32">
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We wish you a fun time,
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</p></i>
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<img src="/planner/static/src/img/fabien_pinckaers.jpg" class="pull-left mb32"/>
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<div class="pull-left" style="margin-left: 10px">
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<img class="signature mb8" src="/planner/static/src/img/fabien_signature.png"/>
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<address>
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For the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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</div>
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</div>
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<div id="planner_page2" class="planner-page">
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<h1>Your expectations</h1>
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@@ -365,7 +370,7 @@
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<span class="fa fa-lightbulb-o fa-lg"/>
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<li>A good pipeline should have between 5 and 7 stages</li>
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<li>The first stage is usually "New" and the last one is "Won"</li>
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<li>Don't use stages to qualify opportunities, instead use tags</li>
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<li>Don't use stages to qualify opportunities, use tags instead</li>
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<li>Every stage should be a step forward in the buyer's decision-making, not a task to carry out</li>
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</div>
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<strong>Great pipelines have stages aligned with the buyer's buying process, not your selling process:</strong>
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@@ -373,19 +378,19 @@
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<table class="table">
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<thead>
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<th></th>
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<th><h3><span class="fa fa-thumbs-o-up"/> <strong> Good</strong> Requirement</h3></th>
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<th><h3><span class="fa fa-thumbs-o-down"/> <strong> Bad</strong> Requirement</h3></th>
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<th><span class="fa fa-thumbs-o-down"/> <strong> Bad</strong> Requirement</th>
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<th><span class="fa fa-thumbs-o-up"/> <strong> Good</strong> Requirement</th>
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</thead>
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<tbody>
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<tr>
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<td class="info"><strong>Stage:<br/>Qualified</strong></td>
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<td><strong>The customer</strong> understands their pain points,<br/>however they are still willing to continue in the buying process</td>
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<td><strong>You</strong> understand the customer's needs, budget and pain points</td>
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<td><strong>The customer</strong> understands their pain points,<br/>however they are still willing to continue in the buying process</td>
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</tr>
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<tr>
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<td class="info"><strong>Stage:<br/>Negociation</strong></td>
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<td><strong>The prospect</strong> starts to discuss your offer</td>
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<td><strong>You</strong> call the prospect for a follow up on your offer</td>
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<td><strong>The prospect</strong> starts to discuss your offer</td>
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</tr>
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</tbody>
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</table>
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@@ -1107,7 +1112,7 @@
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<field name="name">Sales strategy planner</field>
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<field name="view_id" ref="crm_planner"/>
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<field name="menu_id" ref="base.menu_base_partner"/>
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<field name="progress">0</field>
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<field name="progress">5</field>
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<field name="planner_application">planner_crm</field>
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<field name="tooltip_planner"><![CDATA[
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Plan your sales strategy: objectives, leads, KPIs, and much more !
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@@ -192,29 +192,11 @@
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#planner_page1 {
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h1 {margin-bottom: 20px;}
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p.last{
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margin-bottom: 50px;
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mb32 {
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margin-bottom: 32px;
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}
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.fabien {
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margin-bottom: 30px;
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pointer-events: none;
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.item{
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float: left;
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display: inline;
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&:last-child{
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margin-left:10px;
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}
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}
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}
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img.signature{
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margin-top: 3em;
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}
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address {
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margin-bottom: 0px;
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font-style: normal;
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line-height: 1.42857143;
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font-size: 12px;
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text-align: left;
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mb8 {
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margin-bottom: 8px;
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}
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}
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#planner_page2,#planner_page3 {
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