[FIX]crm_channel: email template improvment
bzr revid: dle@openerp.com-20130620151842-06bzm9ru0ez2pej5
This commit is contained in:
Denis Ledoux
@@ -10,25 +10,29 @@
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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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Hello ${ctx['partner_id'].name},
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</br>
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</br>
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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 ${ctx['partner_id'].name}:</p>
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<blockquote style="margin: 0 0 0 40px; border: none; padding: 0px;">Some leads have been assigned to you. Here are the various leads we propose: </blockquote></br></br>
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<b>
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<ol>
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% for lead in ctx['partner_leads']:
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<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.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'}, ${lead.lead_id.phone or 'Phone Number Undefined'} </li></br>
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<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${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'}, ${lead.lead_id.phone or ''} </li></br>
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% endfor
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</ol>
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</b>
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</br>
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<blockquote style="margin: 0 0 0 40px; border: none; padding: 0px;">Connect you to your <b><a href="${object.get_portal_url()}">Partner Portal</a></b> to see leads details.</blockquote>
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<p>Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".</p>
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</br>
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Thanks,</br>
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Account Manager
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<p>If you did not contact the lead after 4 weeks (20 days), the lead will be send to another partner.</p>
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<p>Thanks,</p>
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<pre>
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${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature or 'The OpenERP Team'}
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</pre>
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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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</record>
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</data>
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@@ -91,10 +91,7 @@ class crm_lead_forward_to_partner(osv.TransientModel):
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if not (record.forward_type == 'single'):
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no_email = []
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for lead in record.assignation_lines:
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if not lead.partner_assigned_id:
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raise osv.except_osv(_('Assignation Error'),
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_('Some leads have not been assigned to any partner so assign partners manualy'))
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if not lead.partner_assigned_id.email:
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if lead.partner_assigned_id and not lead.partner_assigned_id.email:
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no_email.append(lead.partner_assigned_id.name)
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if no_email:
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raise osv.except_osv(_('Email Error'),
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@@ -105,16 +102,17 @@ class crm_lead_forward_to_partner(osv.TransientModel):
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partners_leads = {}
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for lead in record.assignation_lines:
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partner = record.forward_type == 'single' and record.partner_id or lead.partner_assigned_id
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lead_details = {
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'lead_link': lead.lead_link,
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'lead_id': lead.lead_id,
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}
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partner = record.forward_type == 'single' and record.partner_id or lead.partner_assigned_id
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partner_leads = partners_leads.get(partner.id)
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if partner_leads:
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partner_leads['leads'].append(lead_details)
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else:
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partners_leads[partner.id] = {'partner': partner, 'leads': [lead_details]}
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if partner:
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partner_leads = partners_leads.get(partner.id)
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if partner_leads:
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partner_leads['leads'].append(lead_details)
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else:
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partners_leads[partner.id] = {'partner': partner, 'leads': [lead_details]}
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for partner_id, partner_leads in partners_leads.items():
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local_context['partner_id'] = partner_leads['partner']
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local_context['partner_leads'] = partner_leads['leads']
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@@ -124,17 +122,17 @@ class crm_lead_forward_to_partner(osv.TransientModel):
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self.pool.get('crm.lead').message_subscribe(cr, uid, lead_ids, [partner_id], context=context)
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return True
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def action_clean_lines(self, cr, uid, ids, context=None):
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record = self.browse(cr, uid, ids[0], context=context)
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invalid_lines = []
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for line in record.assignation_lines:
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if not line.partner_assigned_id:
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invalid_lines.append((2, line.id))
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self.write(cr, uid, ids[0], {'assignation_lines': invalid_lines}, context=context)
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model, action_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm_channel', 'action_crm_send_mass_forward')
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action = self.pool[model].read(cr, uid, action_id, context=context)
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action['res_id'] = ids[0]
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return action
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# def action_clean_lines(self, cr, uid, ids, context=None):
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# record = self.browse(cr, uid, ids[0], context=context)
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# invalid_lines = []
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# for line in record.assignation_lines:
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# if not line.partner_assigned_id:
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# invalid_lines.append((2, line.id))
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# self.write(cr, uid, ids[0], {'assignation_lines': invalid_lines}, context=context)
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# model, action_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm_channel', 'action_crm_send_mass_forward')
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# action = self.pool[model].read(cr, uid, action_id, context=context)
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# action['res_id'] = ids[0]
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# return action
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def get_portal_url(self, cr, uid, ids, context=None):
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portal_link = "%s/?db=%s" % (self.pool.get('ir.config_parameter').get_param(cr, uid, 'web.base.url'), cr.dbname)
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@@ -144,7 +142,6 @@ class crm_lead_forward_to_partner(osv.TransientModel):
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'forward_type': fields.selection([('single', 'a single partner: manual selection of partner'), ('assigned', "several partners: automatic assignation, using GPS coordinates and partner's grades"), ], 'Forward selected leads to'),
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'partner_id': fields.many2one('res.partner', 'Forward Leads To'),
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'assignation_lines': fields.one2many('crm.lead.assignation', 'forward_id', 'Partner Assignation'),
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'show_mail': fields.boolean('Show the email will be sent'),
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'body': fields.html('Contents', help='Automatically sanitized HTML contents'),
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}
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@@ -16,7 +16,7 @@
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<group>
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</group>
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</group>
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<button name="action_clean_lines" string="Clean Unassigned" type="object" attrs="{'invisible': [('forward_type', 'in', ['single',False])]}"/>
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<!-- <button name="action_clean_lines" string="Clean Unassigned" type="object" attrs="{'invisible': [('forward_type', 'in', ['single',False])]}"/> -->
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<field name="assignation_lines" attrs="{'invisible': [('forward_type', 'in', ['single',False])]}">
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<tree create="false" editable="bottom">
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<field name="lead_id" readonly="1" on_change="on_change_lead_id(lead_id)"/>
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@@ -25,10 +25,8 @@
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<field name="partner_location" readonly="1"/>
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</tree>
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</field>
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<field name="show_mail" />
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<label for="show_mail" />
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<notebook colspan="4" attrs="{'invisible': [('show_mail', '=', False)]}">
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<page string="Body">
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<notebook colspan="4" groups="base.group_no_one">
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<page string="Email Template">
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<field name="body" readonly="1"/>
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</page>
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</notebook>
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