Julien De Coster
d88c34d11e
1. The merge of the "email_template" module into the "mail" module. 2. The send action of the mass mailing has been moved from the frontend to a cron, because it was too slow to send over 10,000 mails (the user's browser was blocked for 15 - 20 minutes). Mass mailings have now their own process in the kanban view. 3. Mails sent from the mail form are sent immediatly instead of from the mail queue (for instance, when you go to sales > customers > list view > select 2 -3 customers > More > Partner Mass Mailing). 4. Users have now the choice from which mailing list they want to unsubscribe when they click on the unsubscribe link at the bottom of the mail. 5. Mass mailings inherit from their campaign UTMs and mass mailing campaigns are linked to an UTM campaign. 6. Many little improvements
191 lines
9.1 KiB
XML
191 lines
9.1 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- Crm stages -->
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<record model="crm.stage" id="stage_lead1">
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<field name="name">New</field>
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<field name="case_default">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">1</field>
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<field name="type">both</field>
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</record>
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<record model="crm.stage" id="stage_lead2">
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<field name="name">Dead</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">30</field>
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<field name="type">lead</field>
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</record>
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<record model="crm.stage" id="stage_lead3">
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<field name="name">Qualification</field>
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<field name="case_default">1</field>
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<field name="probability">20</field>
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<field name="on_change">1</field>
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<field name="sequence">40</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.stage" id="stage_lead4">
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<field name="name">Proposition</field>
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<field name="case_default">1</field>
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<field name="probability">40</field>
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<field name="sequence">50</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.stage" id="stage_lead5">
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<field name="name">Negotiation</field>
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<field name="case_default">1</field>
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<field name="probability">60</field>
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<field name="sequence">60</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.stage" id="stage_lead6">
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<field name="name">Won</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">100</field>
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<field name="on_change">1</field>
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<field name="sequence">70</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.stage" id="stage_lead7">
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<field name="name">Lost</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">80</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.team" id="sales_team.team_sales_department">
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<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
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(4, ref('stage_lead3')), (4, ref('stage_lead4')),
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(4, ref('stage_lead5')), (4, ref('stage_lead6')),
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(4, ref('stage_lead7'))]"/>
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</record>
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<!-- crm categories -->
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<record model="crm.lead.tag" id="categ_oppor1">
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<field name="name">Product</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor2">
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<field name="name">Software</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor3">
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<field name="name">Services</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor4">
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<field name="name">Information</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor5">
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<field name="name">Design</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor6">
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<field name="name">Training</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor7">
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<field name="name">Consulting</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<record model="crm.lead.tag" id="categ_oppor8">
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<field name="name">Other</field>
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<field name="team_id" ref="sales_team.team_sales_department"/>
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</record>
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<!-- CRM-related subtypes for messaging / Chatter -->
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<record id="mt_lead_create" model="mail.message.subtype">
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<field name="name">Lead Created</field>
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<field name="hidden" eval="True"/>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Lead created</field>
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</record>
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<record id="mt_lead_stage" model="mail.message.subtype">
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<field name="name">Stage Changed</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Stage changed</field>
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</record>
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<record id="mt_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity won</field>
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</record>
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<record id="mt_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity lost</field>
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</record>
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<!-- Salesteam-related subtypes for messaging / Chatter -->
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<record id="mt_salesteam_lead" model="mail.message.subtype">
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<field name="name">Lead Created</field>
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<field name="sequence">10</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" eval="ref('mt_lead_create')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
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<field name="name">Opportunity Stage Changed</field>
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<field name="sequence">11</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" eval="ref('mt_lead_stage')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="sequence">12</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" eval="ref('mt_lead_won')"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="sequence">13</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" eval="ref('mt_lead_lost')"/>
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<field name="relation_field">team_id</field>
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</record>
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<!--Definition of an email template with an empty body that will be used in opportunity mailing.
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Used to give a basis for email recipients, name and to ease the definition of a further
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elaborated template. -->
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<record id="email_template_opportunity_mail" model="mail.template">
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<field name="name">Lead/Opportunity Mass Mail</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="auto_delete" eval="True"/>
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<field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
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<field name="email_to">${(not object.partner_id and object.email_from)|safe}</field>
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<field name="body_html"></field>
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</record>
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<record id="email_template_opportunity_reminder_mail" model="mail.template">
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<field name="name">Reminder to User</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="auto_delete" eval="True"/>
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<field name="email_from">admin@example.com</field>
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<field name="email_to">${(object.user_id != False and object.user_id.email)|safe}</field>
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<field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
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<field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
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<ul>
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<li>Name: ${object.name}</li>
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<li>ID: ${object.id}</li>
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<li>Description: ${object.description}</field></li>
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</ul>]]></field>
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</record>
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</data>
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</openerp>
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