[IMP] website_crm_partner_assign: make templates more modern and updated with Odoo guidelines
In this commit we improve templates used in website_crm_partner_assign. Purpose of this commit is to have templates that embed or use standard Odoo email layouts to make them look modern and have a common style across all emails. Main guidelines * better use of div / p / br to try to lessen layout issues, especially when updating templates using the editor; * correctly sequence the templates fields definition; * correctly set templates values notably auto_delete and user_signature fields to avoid confusion; * correctly layout the email content using light notification email. It can either propagate the layout choice through various send mail methods or directly embed the styling in the templates for more technical or complex templates; * use email_formatted computed field when possible to avoid having hand-made from / to addresses; * fix various typos and improve subjects when necessary; Content of emails is not necessarily updated as the purpose of this task is about styling, not content itself. This commit is linked to task ID 1841503 (and 1868112) and to PR #25388 (and #25889).
This commit is contained in:
Kirti Choudhary
committed by
Thibault Delavallée
Thibault Delavallée
parent
cebf0c740c
commit
711a8a82a3
@@ -14,42 +14,109 @@
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<field name="color">4</field>
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</record>
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<record id="email_template_lead_forward_mail" model="mail.template">
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<field name="name">Lead Mass Mail</field>
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<field name="name">Lead Forward: Send to partner</field>
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<field name="model_id" model="ir.model" search="[('name', '=', 'crm.lead.forward.to.partner')]"></field>
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<field name="auto_delete" eval="True"/>
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<field name="email_to">${ctx['partner_id'].email|safe}</field>
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<field name="email_from">${(user.email or '')|safe}</field>
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<field name="subject">Fwd: Lead: ${ctx['partner_id'].name}</field>
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<field name="body_html"><![CDATA[
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<p>Hello,</p>
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<p>We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:</p>
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<ol>
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% for lead in ctx['partner_leads']:
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<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li><br/>
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% endfor
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</ol>
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% if ctx.get('partner_in_portal'):
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<p>Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".</p>
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% else:
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<p>
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You do not have yet a portal access to our database. Please contact
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.
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</p>
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% endif
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<p>The lead will be sent to another partner if you do not contact the lead before 20 days.</p>
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<p>Thanks,</p>
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature | safe or ''}
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% if not ctx['partner_id'].user_id:
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PS: It looks like you do not have an account manager assigned to you, please contact us.
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% endif
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]]></field>
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<field name="email_from">${(user.email or '')|safe}</field>
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<field name="email_to">${ctx['partner_id'].email|safe}</field>
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<field name="body_html" type="html">
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<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
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<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 16px; background-color: white; color: #454748; border-collapse:separate;">
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<tbody>
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<!-- HEADER -->
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<tr>
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<td align="center" style="min-width: 590px;">
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<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
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<tr><td valign="middle">
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<span style="font-size: 10px;">Your leads</span><br/>
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</td><td valign="middle" align="right">
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<img src="/logo.png?company=${user.company_id.id}" style="padding: 0px; margin: 0px; height: auto; width: 80px;" t-att-alt="'%s' % company.name"/>
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</td></tr>
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<tr><td colspan="2" style="text-align:center;">
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<hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin:16px 0px 16px 0px;"/>
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</td></tr>
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</table>
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</td>
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</tr>
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<!-- CONTENT -->
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<tr>
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<td align="center" style="min-width: 590px;">
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<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
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<tr>
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<td valign="top" style="font-size: 13px;">
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<div>
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Hello,<br/>
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We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:<br/>
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<ol>
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% for lead in ctx['partner_leads']:
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<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li><br/>
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% endfor
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</ol>
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% if ctx.get('partner_in_portal'):
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Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".<br/>
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% else:
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You do not have yet a portal access to our database. Please contact
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.<br/>
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% endif
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The lead will be sent to another partner if you do not contact the lead before 20 days.<br/><br/>
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Thank you,<br/>
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature | safe or ''}
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<br/>
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% if not ctx['partner_id'].user_id:
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PS: It looks like you do not have an account manager assigned to you, please contact us.
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% endif
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</div>
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</td>
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</tr>
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<tr>
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<td style="text-align:center;">
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<hr width="100%" style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0; margin: 16px 0px 16px 0px;"/>
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</td>
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</tr>
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</table>
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</td>
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</tr>
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<!-- FOOTER -->
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<tr>
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<td align="center" style="min-width: 590px;">
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<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; font-size: 11px; padding: 0px 8px 0px 8px; border-collapse:separate;">
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<tr><td valign="middle" align="left">
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${user.company_id.name}
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</td></tr>
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<tr><td valign="middle" align="left" style="opacity: 0.7;">
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${user.company_id.phone}
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% if user.company_id.phone and (user.company_id.email or user.company_id.website)
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% endif
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% if user.company_id.email
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<a href="'mailto:%s' % ${user.company_id.email}" style="text-decoration:none; color: #454748;">${user.company_id.email}</a>
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% endif
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% if user.company_id.email and user.company_id.website
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% endif
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% if user.company_id.website
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<a href="'%s' % ${user.company_id.website}" style="text-decoration:none; color: #454748;">
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${user.company_id.website}
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</a>
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% endif
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</td></tr>
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</table>
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</td>
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</tr>
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</tbody>
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</table>
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</td></tr>
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<!-- POWERED BY -->
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<tr><td align="center" style="min-width: 590px;">
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<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: #F1F1F1; color: #454748; padding: 8px; border-collapse:separate;">
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<tr><td style="text-align: center; font-size: 13px;">
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Powered by <a target="_blank" href="https://www.odoo.com" style="color: #875A7B;">Odoo</a>
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</td></tr>
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</table>
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</td></tr>
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</table>
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</field>
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<field name="auto_delete" eval="True"/>
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</record>
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</data>
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