std-odoo
17335f13fd
Purpose ======= To be able to customize the working flow on the lead, based on their team, we add a properties field on leads, whose definition is stored on their team. Include the properties value in the merge message to keep the history of the properties value if they have been overwritten during the merge process. Task-2965523 X-original-commit: 4722cc4b1fb027b7b9d731c3b206656588071360 Part-of: odoo/odoo#101487
183 lines
9.1 KiB
XML
183 lines
9.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<template id="crm_lead_merge_summary" name="crm_lead_merge_summary">
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<div class="crm_lead_merge_summary">
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<t t-foreach="opportunities" t-as="lead">
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<div>
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<span>Merged the Lead/Opportunity</span>
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<span class="fw-bold" t-field="lead.name"/>
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<span>into this one.</span>
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</div>
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<blockquote class="border-start" data-o-mail-quote="1">
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<div t-if="lead.expected_revenue">
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<span>Expected Revenues:</span>
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<span t-if="lead.expected_revenue">
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<span t-if="lead.company_currency" t-field="lead.expected_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.expected_revenue"/>
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<span t-if="lead.recurring_revenue" groups="crm.group_use_recurring_revenues"> + </span>
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</span>
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<span t-if="lead.recurring_revenue" groups="crm.group_use_recurring_revenues">
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<span t-if="lead.company_currency" t-field="lead.recurring_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.recurring_revenue"/>
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<span t-field="lead.recurring_plan.name"/>
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</span>
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</div>
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<div t-elif="lead.recurring_revenue" groups="crm.group_use_recurring_revenues">
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<span t-if="lead.company_currency" t-field="lead.recurring_revenue"
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t-options='{"widget": "monetary", "display_currency": lead.company_currency}'/>
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<span t-else="" t-out="lead.recurring_revenue"/>
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<span t-field="lead.recurring_plan.name"/>
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</div>
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<div t-if="lead.probability">
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Probability: <span t-field="lead.probability"/>%
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</div>
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<div>
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Type: <span t-field="lead.type"/>
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</div>
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<div t-if="lead.type != 'lead'">
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Stage: <span t-field="lead.stage_id"/>
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</div>
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<div t-if="lead.priority">
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Priority: <span t-field="lead.priority"/>
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</div>
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<div t-if="lead.lost_reason_id">
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Lost Reason: <span t-field="lead.lost_reason_id"/>
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</div>
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<div>
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Created on: <span t-field="lead.create_date"/>
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</div>
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<div t-if="lead.date_action_last">
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Last Action: <span t-field="lead.date_action_last"/>
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</div>
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<div t-if="lead.date_deadline">
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Expected Closing: <span t-field="lead.date_deadline"/>
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</div>
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<div t-if="not is_html_empty(lead.description)">
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Notes: <span t-field="lead.description"/>
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</div>
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<div t-if="lead.lang_id" name="lang_id">
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Language: <span t-field="lead.lang_id"/>
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</div>
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<div t-if="lead.referred" name="referred">
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Referred By: <span t-field="lead.referred"/>
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</div>
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<div t-if="lead.tag_ids" name="tag_ids" class="d-flex flex-row">
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Tags:
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<div class="ms-2 d-flex flex-row">
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<div t-foreach="lead.tag_ids" t-as="tag" t-esc="tag.name"
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t-attf-class="badge rounded-pill o_tag_color_#{tag.color} d-inline-block"/>
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</div>
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</div>
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<div t-if="lead.user_id" class="mt-3">
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Salesperson: <span t-field="lead.user_id"/>
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</div>
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<div t-if="lead.team_id">
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Sales Team: <span t-field="lead.team_id"/>
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</div>
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<div name="company" groups="base.group_multi_company">
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Company: <span t-field="lead.company_id"/>
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</div>
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<div>
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<div class="mt-3"
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t-if="lead.contact_name or lead.partner_name or lead.phone or lead.mobile or lead.email_from or lead.website">
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<div class="fw-bold">
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Contact Details:
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</div>
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<div t-if="lead.contact_name">
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Contact: <span t-field="lead.contact_name"/>
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</div>
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<div t-if="lead.partner_name">
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Company Name: <span t-field="lead.partner_name"/>
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</div>
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<div t-if="lead.phone">
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Phone: <span t-field="lead.phone"/>
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</div>
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<div t-if="lead.mobile">
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Mobile: <span t-field="lead.mobile"/>
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</div>
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<div t-if="lead.email_from">
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Email: <span t-field="lead.email_from"/>
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</div>
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<div t-if="lead.email_cc">
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Email cc: <span t-field="lead.email_cc"/>
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</div>
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<div t-if="lead.website">
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Website: <span t-field="lead.website"/>
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</div>
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<div t-if="lead.function">
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Job Position: <span t-field="lead.function"/>
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</div>
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</div>
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</div>
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<div class="mt-3"
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t-if="lead.street or lead.street2 or lead.zip or lead.city or lead.state_id or lead.country_id"
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name="address">
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<div class="fw-bold">
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Address:
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</div>
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<div t-if="lead.street" t-field="lead.street"/>
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<div t-if="lead.street2" t-field="lead.street2"/>
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<div t-if="lead.zip" t-field="lead.zip"/>
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<div t-if="lead.city" t-field="lead.city"/>
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<div t-if="lead.state_id" t-field="lead.state_id"/>
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<div t-if="lead.country_id" t-field="lead.country_id"/>
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</div>
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<div class="mt-3" name="marketing"
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t-if="lead.campaign_id or lead.medium_id or lead.source_id">
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<div class="fw-bold">
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Marketing:
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</div>
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<div t-if="lead.campaign_id">
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Campaign: <span t-field="lead.campaign_id"/>
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</div>
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<div t-if="lead.medium_id">
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Medium: <span t-field="lead.medium_id"/>
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</div>
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<div t-if="lead.source_id">
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Source: <span t-field="lead.source_id"/>
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</div>
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</div>
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<t t-set="lead_followers" t-value="merged_followers and merged_followers.get(lead.id)"/>
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<div class="mt-3 mb-3" name="merged_followers" t-if="lead_followers">
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<div>
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The contacts below have been added as followers of this lead
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because they have been contacted less than 30 days ago on
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<span class="fw-bold" t-esc="lead.name"/>.
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</div>
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<ul>
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<li t-foreach="lead_followers" t-as="follower">
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<t t-esc="follower.partner_id.name"/>
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<t t-if="follower.partner_id.email">
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(<t t-esc="follower.partner_id.email"/>)
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</t>
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</li>
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</ul>
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</div>
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<t t-set="properties" t-value="lead._format_properties()"/>
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<div t-if="properties" class="mt-3 mb-3">
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<div class="fw-bold">
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Properties
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</div>
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<ul class="p-0">
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<li t-foreach="properties" t-as="property"
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class="d-flex flex-row align-items-center">
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<t t-esc="property['label']"/>:
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<div t-if="'values' in property"
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class="ms-2 d-flex flex-row"> <!-- Tags -->
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<div t-foreach="property['values']" t-as="tag" t-esc="tag['name']"
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t-attf-class="badge rounded-pill o_tag_color_#{tag.get('color', 0)} d-inline-block me-2"/>
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</div>
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<div t-else="" class="ms-2" t-esc="property['value']"/>
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</li>
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</ul>
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</div>
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</blockquote>
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</t>
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</div>
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</template>
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</odoo>
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