Reference for #4

sos_inside_sales/models/sos_inside_sales_leads.py

@@ -22,8 +22,6 @@ class sos_inside_sales_leads(models.Model):
     website_url = fields.Char(string="Website URL")
     vertical_domain = fields.Many2many('sos_vertical_domain',string="Domain / Industry", ondelete="cascade")
     line_ids_contacts = fields.One2many('sos_leads_contact_lines', 'ref_id', string="Contact Details",copy=True)
-    remarks=fields.Text(string="Remarks")
-    linkedin_profile = fields.Char(string="Linkedin profile")
     # products = fields.Selection(
     #         [
     #             ('BHMS 1.2V', 'BHMS 1.2V'), 
@@ -148,7 +146,6 @@ class sos_inside_sales_leads(models.Model):
             'location':self.location,
             'website_url':self.website_url,
             'vertical_domain': [(6, 0, self.vertical_domain.ids)],
-            'linkedin_profile':self.linkedin_profile,
             'products_interested':[(6, 0,self.products_interested.ids)],
             'source':'inside_sales',
             'expo_name':self.expo_name,

sos_inside_sales/views/sos_inside_sales_leads_view.xml

@@ -66,7 +66,6 @@
                         </group>
                         <group>
                         <field name="website_url"/>
-                        <field name="linkedin_profile"/>
                         <field name="service"/>
                         <field name="products_interested" 
                         options="{'no_create': True, 'no_edit': True, 'no_create_edit': True}"
@@ -75,7 +74,6 @@
                         <field name="new_source"/>
                         <field name="expo_name" invisible="new_source != 2"/>
                         <field name="meeting_scheduled"/>
-                        <field name="remarks"/>
                     </group>
                     </group>
                   <br>  </br> 

sos_inventory/security/security.xml

@@ -115,5 +115,12 @@
     <field name="category_id"
     ref="sos_inventory.module_category_sos_inventory"/>
     </record>
+     <!-- Marketing Group -->
+    <record id="sos_marketing_user" model="res.groups">
+    <field name="name">Marketing User</field>
+    <field name="category_id"
+    ref="sos_inventory.module_category_sos_inventory"/>
+    </record>
+    
 </data>
 </odoo>

sos_marketing/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import controllers
+from . import models

sos_marketing/__manifest__.py

@@ -0,0 +1,33 @@
+# -*- coding: utf-8 -*-
+{
+    'name': "SOS Marketing",
+
+    'summary': "Marketing",
+
+    'description': """
+Long description of module's purpose
+    """,
+
+     'author': "Deena",
+    'website': "https://sosaley.com",
+
+    'category': 'Inventory',
+    'version': '17.0.1.0.0',
+    # any module necessary for this one to work correctly
+    'depends': ['base','web','mail','sos_inventory','sos_sales'],
+
+    # always loaded
+    'data': [
+        'security/ir.model.access.csv',
+        'views/menu.xml',
+        'views/sos_marketing_leads_view.xml'
+    ],
+    # only loaded in demonstration mode
+    'demo': [
+        'demo/demo.xml',
+    ],
+    'installable': True,
+    'application': True,
+    'license': 'LGPL-3'
+}
+

sos_marketing/controllers/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import controllers

sos_marketing/controllers/controllers.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+# from odoo import http
+
+
+# class SosMarketing(http.Controller):
+#     @http.route('/sos_marketing/sos_marketing', auth='public')
+#     def index(self, **kw):
+#         return "Hello, world"
+
+#     @http.route('/sos_marketing/sos_marketing/objects', auth='public')
+#     def list(self, **kw):
+#         return http.request.render('sos_marketing.listing', {
+#             'root': '/sos_marketing/sos_marketing',
+#             'objects': http.request.env['sos_marketing.sos_marketing'].search([]),
+#         })
+
+#     @http.route('/sos_marketing/sos_marketing/objects/<model("sos_marketing.sos_marketing"):obj>', auth='public')
+#     def object(self, obj, **kw):
+#         return http.request.render('sos_marketing.object', {
+#             'object': obj
+#         })
+

sos_marketing/demo/demo.xml

@@ -0,0 +1,30 @@
+<odoo>
+    <data>
+<!--
+          <record id="object0" model="sos_marketing.sos_marketing">
+            <field name="name">Object 0</field>
+            <field name="value">0</field>
+          </record>
+
+          <record id="object1" model="sos_marketing.sos_marketing">
+            <field name="name">Object 1</field>
+            <field name="value">10</field>
+          </record>
+
+          <record id="object2" model="sos_marketing.sos_marketing">
+            <field name="name">Object 2</field>
+            <field name="value">20</field>
+          </record>
+
+          <record id="object3" model="sos_marketing.sos_marketing">
+            <field name="name">Object 3</field>
+            <field name="value">30</field>
+          </record>
+
+          <record id="object4" model="sos_marketing.sos_marketing">
+            <field name="name">Object 4</field>
+            <field name="value">40</field>
+          </record>
+-->
+    </data>
+</odoo>

sos_marketing/models/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import sos_marketing_leads

sos_marketing/models/sos_marketing_leads.py

@@ -0,0 +1,155 @@
+
+from odoo import models, fields, api
+
+
+class sos_marketing(models.Model):
+    _name = 'sos_marketing_leads'
+    _description = 'Marketing Leads'
+    _rec_name = 'company_name'
+
+    company_name = fields.Char(string="Company Name")
+    website_url = fields.Char(string="Website URL")
+    country = fields.Many2one(
+    'res.country',
+    string='Country',
+    default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1)
+)
+    location = fields.Char(string="City/State")
+    expo_option=fields.Boolean(string="Expo",default="True")
+    conference_option=fields.Boolean(string="Conference")
+    linkedin_groups_option=fields.Boolean(string="LinkedIn Groups")
+    linkedin_poll_option=fields.Boolean(string="LinkedIn Poll")
+    direct_company=fields.Boolean(string="Direct Company")
+    expo_participated_option=fields.Boolean(string="Expo [Paricipated]")
+    #Expo
+    expo_name = fields.Char(string="Expo Name")
+    expo_date_from = fields.Date(string="Expo Date From")
+    expo_date_to = fields.Date(string="Expo Date To")
+    expo_Location = fields.Char(string="Expo Location")
+    #Conference
+    conference_name = fields.Char(string="Conference Name")
+    conference_date_from = fields.Date(string="Conference Date From")
+    conference_date_to = fields.Date(string="Conference Date To")
+    conference_Location = fields.Char(string="Conference Location")
+    #Linkedin Group
+    linkedin_group_name = fields.Char(string="LinkedIn Group Name")
+    #Linkedin poll
+    linkedin_post_url =  fields.Char(string="LinkedIn Post URL")
+    vertical_domain = fields.Many2many('sos_vertical_domain',string="Vertical/Domain", ondelete="cascade")
+    line_ids_contacts = fields.One2many('sos_marketing_leads_contact_lines', 'ref_id', string="Contact Details",copy=True)
+    move_to_inside_sales = fields.Many2many('res.users',string="Move Lead to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_inside_sales_user').ids + self.env.ref('sos_inventory.sos_sales_user').ids)])
+    cc_mail = fields.Many2one('res.users',string="CC to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_inside_sales_user').ids)])
+    move_div_display = fields.Boolean(default=False,string="Moved to Sales")
+    moved_on = fields.Date(string="Moved On")
+    @api.onchange('expo_option')
+    def _onchange_expo(self):
+        if self.expo_option:
+            self.conference_option = False
+            self.linkedin_groups_option = False
+            self.linkedin_poll_option = False
+            self.direct_company = False
+            self.expo_participated_option = False
+
+    @api.onchange('conference_option')
+    def _onchange_conference(self):
+        if self.conference_option:
+            self.expo_option = False
+            self.linkedin_groups_option = False
+            self.linkedin_poll_option = False
+            self.direct_company = False
+            self.expo_participated_option = False
+
+    @api.onchange('linkedin_groups_option')
+    def _onchange_linkedin_groups(self):
+        if self.linkedin_groups_option:
+            self.expo_option = False
+            self.conference_option = False
+            self.linkedin_poll_option = False
+            self.direct_company = False
+            self.expo_participated_option = False
+
+    @api.onchange('linkedin_poll_option')
+    def _onchange_linkedin_poll(self):
+        if self.linkedin_poll_option:
+            self.expo_option = False
+            self.conference_option = False
+            self.linkedin_groups_option = False
+            self.direct_company = False
+            self.expo_participated_option = False
+
+    @api.onchange('direct_company')
+    def _onchange_direct_company(self):
+        if self.direct_company:
+            self.expo_option = False
+            self.conference_option = False
+            self.linkedin_groups_option = False
+            self.linkedin_poll_option = False
+            self.expo_participated_option = False
+
+    @api.onchange('expo_participated_option')
+    def _onchange_expo_participated(self):
+        if self.expo_participated_option:
+            self.expo_option = False
+            self.conference_option = False
+            self.linkedin_groups_option = False
+            self.linkedin_poll_option = False
+            self.direct_company = False
+    def action_move_to_inside_sales(self):
+        if self.move_to_inside_sales:
+            for user in self.move_to_inside_sales:
+                body_html = f"""
+                <p>Below <b>Lead</b> is moved to Inside-Sales</p>
+                """
+                subject = f"New Lead Received - {self.company_name}"
+                send_email = self.env['sos_common_scripts']
+                send_email.send_direct_email(self.env,"sos_marketing_leads",self.id,user.login,subject,body_html,self.cc_mail.login)
+        new_record = self.env['sos_inside_sales_leads'].create({
+            'company_name': self.company_name,
+            'location':self.location,
+            'website_url':self.website_url,
+            'vertical_domain': [(6, 0, self.vertical_domain.ids)]
+            })
+        if new_record:
+            if self.line_ids_contacts:
+                for contact in self.line_ids_contacts:
+                    self.env['sos_leads_contact_lines'].create({
+                    'ref_id': new_record.id,
+                    'name': contact.name,
+                    'dept': contact.dept,
+                    'email': contact.email,
+                    'mobile_number': contact.mobile_number,
+                    'set_as_primary': contact.set_as_primary,
+                    'linkedin_profile': contact.linkedin_profile,
+                    'remarks': contact.remarks
+                    })
+            self.move_div_display = True
+            return {
+                    'type': 'ir.actions.client',
+                    'tag': 'display_notification',
+                    'params': {
+                        'message': "Moved Successfully",
+                        'type': 'success',
+                        'sticky': False
+                    }
+                }
+class SOS__Marketing_Leads_Line(models.Model):
+    _name = 'sos_marketing_leads_contact_lines'
+    _description = 'Marketing Leads Contact Lines'
+
+    ref_id = fields.Many2one('sos_marketing_leads', string="Marketing Leads", ondelete="cascade")
+    name = fields.Char(string="Name")
+    dept = fields.Char(string="Designation")
+    email = fields.Char(string="Email Id")
+    mobile_number = fields.Char(string="Contact No")
+    set_as_primary = fields.Boolean(string="Set Primary")
+    linkedin_profile = fields.Char(string="LinkedIn Profile")
+    linkedin_invited_on = fields.Char(string="LinkedIn Conn Invited On")
+    linkedin_invitation_status = fields.Selection(
+            [
+                ('Yet To Accept', 'Yet To Accept'),
+                ('Accepted', 'Accepted'),
+                ('No Match', 'No Match'),
+                ('No Requirement', 'No Requirement')               
+            ],
+            string="LinkedIn Conn Invitation Status")
+    remarks = fields.Text(string="Remarks")

sos_marketing/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_sos_marketing_leads,sos_marketing_leads access for all,model_sos_marketing_leads,base.group_user,1,1,1,1
+access_sos_marketing_leads_contact_lines,sos_marketing_leads_contact_lines access for all,model_sos_marketing_leads_contact_lines,base.group_user,1,1,1,1
+

sos_marketing/views/menu.xml

@@ -0,0 +1,4 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+<menuitem id="sos_marketing_menu_root" name="Marketing" groups="sos_inventory.sos_marketing_user,sos_inventory.sos_management_user"/>
+</odoo>

sos_marketing/views/sos_marketing_leads_view.xml

@@ -0,0 +1,180 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+ <record id="action_marketing_leads_list" model="ir.actions.act_window">
+    <field name="name">Marketing Leads</field>
+    <field name="type">ir.actions.act_window</field>
+    <field name="res_model">sos_marketing_leads</field>
+    <field name="view_mode">tree,form,kanban</field>
+</record>
+
+
+
+    <record id="sos_marketing_leads_view_tree" model="ir.ui.view">
+        <field name="name">sos_marketing_leads.view.tree</field>
+        <field name="model">sos_marketing_leads</field>
+        <field name="arch" type="xml">
+            <tree>
+                
+                <field name="company_name"/>
+               
+           
+
+<field name="write_uid" string="Last Edited By" optional="hide"/>
+                <field name="write_date" string="Last Edited On" optional="hide"/>
+            </tree>
+        </field>
+    </record>
+       <record id="sos_marketing_leads_form_view" model="ir.ui.view">
+      <field name="name">Form</field>
+        <field name="model">sos_marketing_leads</field>
+        <field name="arch" type="xml">
+  <form string="Model Form">
+     
+                    <sheet>
+ <h2 style="text-align: center;text-transform: uppercase;text-shadow: 1px 1p 1px #140718;color: #65407c;padding:5px;">Marketing Leads</h2><hr></hr><br></br>  
+<table class="table" style="box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;">
+<tr>
+<td><group><field name="expo_option"/></group></td>
+<td><group><field name="conference_option"/></group></td>
+<td><group><field name="linkedin_groups_option"/></group></td></tr>
+<tr>
+<td><group><field name="linkedin_poll_option"/></group></td>
+<td><group><field name="direct_company"/></group></td>
+<td><group><field name="expo_participated_option"/></group></td></tr>
+
+</table>
+<br></br><br></br><br></br>
+<h3 style="text-transform: uppercase;
+    text-decoration: underline;">Company Info</h3>
+                        <group>
+                            <!-- First Column -->
+                            <group>
+                            <field name="move_div_display" invisible="1"/>
+                            <field name="company_name"/>
+                            <field name="country"/>
+                            </group>
+                            <!-- Second Column -->
+                            <group>
+                           <field name="website_url"/>
+                           <field name="location"/>
+                            </group>
+                        </group>
+                        <br></br>
+                        <!--Expo-->
+                    <div invisible="expo_option != True"> 
+
+                    <h3 style="text-transform: uppercase;
+                    text-decoration: underline;">Expo Details</h3>
+                    <group>
+                    <group>
+                    <field name="expo_name"/>
+                    <field name="expo_date_from"/>
+                    <field name="expo_date_to"/>
+                    </group>
+                    <group>
+                    <field name="expo_Location"/>
+                    <field name="vertical_domain"  widget="many2many_tags"/>
+                    </group>
+                    </group>
+                    </div>
+                    <!--Conference-->
+                     <div invisible="conference_option != True"> 
+                    <h3 style="text-transform: uppercase;
+                    text-decoration: underline;">Conference Details</h3>
+                    <group>
+                    <group>
+                    <field name="conference_name"/>
+                    <field name="conference_date_from"/>
+                    <field name="conference_date_to"/>
+                    </group>
+                    <group>
+                    <field name="conference_Location"/>
+                    <field name="vertical_domain"  widget="many2many_tags"/>
+                    </group>
+                    </group>
+                    </div>
+                    <!--LinkedIn Group-->
+                     <div invisible="linkedin_groups_option != True"> 
+                    <h3 style="text-transform: uppercase;
+                    text-decoration: underline;">LinkedIn Group Details</h3>
+                    <group>
+                    <group>
+                    <field name="linkedin_group_name"/>
+                    </group>
+                    </group>
+                    </div>
+                    <!--LinkedIn Group-->
+                     <div invisible="linkedin_poll_option != True"> 
+                    <h3 style="text-transform: uppercase;
+                    text-decoration: underline;">LinkedIn Poll Details</h3>
+                    <group>
+                    <group>
+                    <field name="linkedin_post_url"/>
+                    </group>
+                    </group>
+                    </div>
+                    <!--Expo participated-->
+                    <div invisible="expo_participated_option != True"> 
+
+                    <h3 style="text-transform: uppercase;
+                    text-decoration: underline;">Expo[Participated] Details</h3>
+                    <group>
+                    <group>
+                    <field name="expo_name"/>
+                    <field name="expo_date_from"/>
+                    <field name="expo_date_to"/>
+                    </group>
+                    <group>
+                    <field name="expo_Location"/>
+                    <field name="vertical_domain"  widget="many2many_tags"/>
+                    </group>
+                    </group>
+                    </div>
+                 <br></br>
+                    
+                    <h3 style="text-transform: uppercase;
+    text-decoration: underline;">Contact Details</h3>
+                    <field name="line_ids_contacts">
+                            <tree editable="bottom">
+                            <field name="set_as_primary"/>
+                            <field name="name"/>
+                            <field name="dept"/>
+                            <field name="email"/>
+                            <field name="mobile_number"/>
+                            <field name="linkedin_profile"/>
+                             <field name="linkedin_invited_on"/>
+                              <field name="linkedin_invitation_status"/>
+                              <field name="remarks"/>
+                            
+                            </tree>
+                        </field>        
+<br></br>
+      <div class="row" invisible="move_div_display"> 
+       <div class="col-6"></div>
+
+        <div class="col-6">  
+    <table class="table_custom" style="padding: 30px;box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;">
+    <tr><td class="column">Move Lead To</td><td><field name="move_to_inside_sales" widget="many2many_tags"/></td></tr>
+    <tr><td class="column">Cc To</td><td><field name="cc_mail"/></td></tr>
+    <tr><td></td><td><button name="action_move_to_inside_sales" type="object" class="btn btn-primary">Move</button></td></tr>
+    </table>
+    </div>
+    </div>
+           <div class="row" invisible="move_div_display == False"> 
+       <div class="col-6"></div>
+
+        <div class="col-6">  
+    <table class="table_custom" style="padding: 30px;box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;">
+    <tr><td class="column">Moved To</td><td><field readonly="1" name="move_to_inside_sales" widget="many2many_tags"/></td></tr>
+    <tr><td class="column">Moved On</td><td><field readonly="1" name="moved_on"/></td></tr>
+    </table>
+    </div>
+    </div>
+                    </sheet>
+                </form>
+        </field>
+    </record>
+
+<menuitem id="sos_marketing_leads_menu" action="action_marketing_leads_list" name="LEADS" parent="sos_marketing_menu_root" />
+
+</odoo>