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Merge PR #1335 into 16.0
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Signed-off-by pedrobaeza
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106 changes: 106 additions & 0 deletions mail_activity_plan/README.rst
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==================
Mail activity plan
==================

..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsocial-lightgray.png?logo=github
:target: https://github.com/OCA/social/tree/16.0/mail_activity_plan
:alt: OCA/social
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/social-16-0/social-16-0-mail_activity_plan
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/social&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to define activity plans linked to any document type that allows to
plan activities, and later launch them from the documents.

**Table of contents**

.. contents::
:local:

Configuration
=============

Go to *Settings > Technical > Discuss > Activity Plans* and create the ones you need
linked to a model (Contact for example).

Usage
=====

To use this module, you need to:

#. Go to a partner.
#. Click on the 'Launch Activity Plan' button.
#. Choose a plan.
#. The "Details" tab will be displayed with a summary of the activities to be created.
#. Click on the 'Create activities' button.
#. Activities have been created in partner.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/social/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/social/issues/new?body=module:%20mail_activity_plan%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

* Víctor Martínez
* Pedro M. Baeza

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
:target: https://github.com/victoralmau
:alt: victoralmau

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-victoralmau|

This module is part of the `OCA/social <https://github.com/OCA/social/tree/16.0/mail_activity_plan>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions mail_activity_plan/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
from . import wizards
25 changes: 25 additions & 0 deletions mail_activity_plan/__manifest__.py
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# Copyright 2024 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Mail activity plan",
"version": "16.0.1.0.0",
"category": "Social Network",
"website": "https://github.com/OCA/social",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"depends": ["mail"],
"installable": True,
"data": [
"security/ir.model.access.csv",
"security/security.xml",
"views/mail_activity_plan_views.xml",
"wizards/wizard_mail_activity_views.xml",
],
"demo": ["demo/mail_activity_plan_demo.xml"],
"assets": {
"web.assets_backend": [
"mail_activity_plan/static/src/js/mail_activity_plan.esm.js",
],
},
"maintainers": ["victoralmau"],
}
66 changes: 66 additions & 0 deletions mail_activity_plan/demo/mail_activity_plan_demo.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record
id="mail_activity_plan_activity_type_wellcome_mail"
model="mail.activity.plan.activity.type"
>
<field name="model">res.partner</field>
<field name="activity_type_id" ref="mail.mail_activity_data_email" />
<field name="summary">Wellcome mail</field>
<field name="user_id" ref="base.user_admin" />
</record>
<record
id="mail_activity_plan_activity_type_first_call"
model="mail.activity.plan.activity.type"
>
<field name="model">res.partner</field>
<field name="activity_type_id" ref="mail.mail_activity_data_call" />
<field name="summary">First call</field>
<field name="user_id" ref="base.user_admin" />
</record>
<record
id="mail_activity_plan_activity_type_quotation"
model="mail.activity.plan.activity.type"
>
<field name="model">res.partner</field>
<field name="activity_type_id" ref="mail.mail_activity_data_todo" />
<field name="summary">Send a quotation</field>
<field name="user_id" ref="base.user_demo" />
</record>
<record
id="mail_activity_plan_activity_type_survey"
model="mail.activity.plan.activity.type"
>
<field name="model">res.partner</field>
<field name="activity_type_id" ref="mail.mail_activity_data_todo" />
<field name="summary">Satisfaction survey</field>
<field name="user_expression">{{object.user_id.id}}</field>
</record>
<record id="mail_activity_plan_demo_1" model="mail.activity.plan">
<field name="name">Test plan (fixed users)</field>
<field name="model_id" ref="base.model_res_partner" />
<field name="group_ids" eval="[(6, 0, [ref('base.group_user')])]" />
<field
name="plan_activity_type_ids"
eval="[(6, 0, [
ref('mail_activity_plan.mail_activity_plan_activity_type_wellcome_mail'),
ref('mail_activity_plan.mail_activity_plan_activity_type_first_call'),
ref('mail_activity_plan.mail_activity_plan_activity_type_quotation')
])]"
/>
</record>
<record id="mail_activity_plan_demo_2" model="mail.activity.plan">
<field name="name">Test plan (fixed users + partner user)</field>
<field name="model_id" ref="base.model_res_partner" />
<field name="group_ids" eval="[(6, 0, [ref('base.group_user')])]" />
<field
name="plan_activity_type_ids"
eval="[(6, 0, [
ref('mail_activity_plan.mail_activity_plan_activity_type_wellcome_mail'),
ref('mail_activity_plan.mail_activity_plan_activity_type_first_call'),
ref('mail_activity_plan.mail_activity_plan_activity_type_quotation'),
ref('mail_activity_plan.mail_activity_plan_activity_type_survey')
])]"
/>
</record>
</odoo>
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