Nicolas Bayet
4813f42997
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
91 lines
5.4 KiB
XML
91 lines
5.4 KiB
XML
<?xml version='1.0' encoding='utf-8'?>
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<odoo>
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<data noupdate="1">
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<record id="digest.digest_digest_default" model="digest.digest">
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<field name="kpi_crm_lead_created">True</field>
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<field name="kpi_crm_opportunities_won">True</field>
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</record>
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</data>
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<data>
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<record id="digest_tip_crm_0" model="digest.tip">
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<field name="name">Tip: Convert incoming emails into opportunities</field>
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<field name="sequence">200</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<t t-set="record" t-value="object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1)" />
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<p class="tip_title">Tip: Convert incoming emails into opportunities</p>
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<t t-if="record and record.alias_domain">
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<p class="tip_content">Did you know emails sent to <t t-out="record.alias_id.display_name or ''"></t> generate opportunities in your pipeline?<br/>
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<a t-attf-href="mailto:{{record.alias_id.display_name}}" target="_blank">Try sending an email</a> to your CRM. This email address is configurable by sales team members.</p>
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</t>
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<t t-else="">
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<p class="tip_content">Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?</p>
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</t>
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_1" model="digest.tip">
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<field name="name">Tip: Did you know Odoo has built-in lead mining?</field>
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<field name="sequence">1500</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<p class="tip_title">Tip: Did you know Odoo has built-in lead mining?</p>
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<p class="tip_content">For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.</p>
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<img src="/crm/static/src/img/generate-leads.gif" class="illustration_border" />
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_2" model="digest.tip">
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<field name="name">Tip: Opportunity win rate is predicted with AI</field>
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<field name="sequence">1700</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<p class="tip_title">Tip: Opportunity win rate is predicted with AI</p>
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<p class="tip_content">Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.</p>
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<img src="/crm/static/src/img/probability-rate.gif" class="illustration_border" />
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_3" model="digest.tip">
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<field name="name">Tip: Manage your pipeline</field>
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<field name="sequence">2600</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<p class="tip_title">Tip: Manage your pipeline</p>
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<p class="tip_content">A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.</p>
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<img src="/crm/static/src/img/pipeline-progress.gif" class="illustration_border" />
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_4" model="digest.tip">
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<field name="name">Tip: Do not waste time recording customers' data</field>
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<field name="sequence">2800</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<p class="tip_title">Tip: Do not waste time recording customers' data</p>
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<p class="tip_content">Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.</p>
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<img src="/crm/static/src/img/autofill.gif" class="illustration_border" />
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</div>
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</field>
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</record>
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<record id="digest_tip_crm_5" model="digest.tip">
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<field name="name">Tip: Turn a selection of opportunities into a map</field>
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<field name="sequence">3000</field>
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<field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
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<field name="tip_description" type="html">
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<div>
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<p class="tip_title">Tip: Turn a selection of opportunities into a map</p>
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<p class="tip_content">Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.</p>
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<img src="/crm/static/src/img/mapview-toggle.gif" class="illustration_border" />
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</div>
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</field>
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</record>
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</data>
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</odoo>
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