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================== | ||
Mail activity plan | ||
================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:72b1f01ff803c46c44584bbf0c9daebdc530d4b095e410d3fa4abef26586e7a7 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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 | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to define activity plans linked to any document type that allows to | ||
plan activities, and later launch them from the documents. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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Go to *Settings > Technical > Discuss > Activity Plans* and create the ones you need | ||
linked to a model (Contact for example). | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. 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. | ||
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Bug Tracker | ||
=========== | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
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* Víctor Martínez | ||
* Pedro M. Baeza | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px | ||
:target: https://github.com/victoralmau | ||
:alt: victoralmau | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-victoralmau| | ||
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This module is part of the `OCA/social <https://github.com/OCA/social/tree/16.0/mail_activity_plan>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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from . import models | ||
from . import wizards |
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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"], | ||
} |
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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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