[18.0][MIG] crm_reminder_email_activities: Migration to 18.0

crm_reminder_email_activities/README.rst

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+=============================
+CRM Reminder email activities
+=============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f3971269550a898135a10a05b02486c5ab0e969791ce164fc0eb37f9cbdfa6a8
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/18.0/crm_reminder_email_activities
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-crm_reminder_email_activities
+    :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/crm&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module introduces email reminders that summarize for users the
+active activities due in the following 7 days.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Known issues / Roadmap
+======================
+
+A possible improvement is the implementation of the ability to customize
+the time interval of reminders.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_reminder_email_activities%0Aversion:%2018.0%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
+-------
+
+* PyTech SRL
+
+Contributors
+------------
+
+- `PyTech SRL <https://pytech.it>`__:
+
+  - Alessandro Pecchini <alessandro.pecchini@pytech.it>
+
+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.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/18.0/crm_reminder_email_activities>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_reminder_email_activities/__init__.py

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+from . import models

crm_reminder_email_activities/__manifest__.py

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+{
+    "name": "CRM Reminder email activities",
+    "summary": """
+        This module periodically sends a reminder email for
+        activities related to leads that expire within 7 days.
+    """,
+    "version": "18.0.1.0.0",
+    "author": "PyTech SRL, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/crm",
+    "application": False,
+    "installable": True,
+    "depends": [
+        "crm",
+    ],
+    "data": [
+        "data/ir_cron.xml",
+        "data/mail_template_reminder.xml",
+    ],
+}

crm_reminder_email_activities/data/ir_cron.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo noupdate="1">
+    <record id="crm_email_reminder_activities_cron" model="ir.cron">
+        <field name="name">Reminder CRM planned activities</field>
+        <field name="model_id" ref="model_crm_lead" />
+        <field name="active" eval="True" />
+        <field name="state">code</field>
+        <field name="code">model.cron_send_crm_reminder_activities()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">weeks</field>
+        <field name="nextcall" eval="(DateTime.today() + relativedelta(weekday=6))" />
+        <field name="user_id" ref="base.user_root" />
+    </record>
+</odoo>

crm_reminder_email_activities/data/mail_template_reminder.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo noupdate="1">
+    <record id="email_template_crm_reminder_activities" model="mail.template">
+        <field name="name">Reminder CRM planned activities</field>
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="email_from">{{object.env.user.email_formatted}}</field>
+        <field name="partner_to">{{object.partner_id.id}}</field>
+        <field name="auto_delete" eval="True" />
+        <field name="subject">Reminder CRM planned activities</field>
+        <field name="body_html" type="html">
+            <div style="max-width: 500px">
+                <t t-set="activity_owner" t-value="ctx.get('activity_owner', '')" />
+                <!-- HEADER -->
+                <span style="font-size: 0.75rem;">Reminder CRM planned activities
+                </span>
+                <br />
+                <span style="font-size: 1.3rem; font-weight: bold; margin-top: 14px;">
+                    <t t-out="activity_owner.name or ''">User</t>
+                </span>
+                <hr
+                    width="100%"
+                    style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0;margin: 16px 0px;"
+                />
+
+                <!-- CONTENT -->
+                <t
+                    t-set="activities"
+                    t-value="object._get_crm_activities(user=activity_owner)"
+                />
+                <div style="font-size: 0.9rem;">
+                    <p style="margin-bottom: 10px; font-size: 1rem;">Dear <t
+                        t-out="activity_owner.name or ''"
+                    >User</t>,
+                    </p>
+                    <p>Below are your active CRM app tasks due in the next 7 days:
+                    </p>
+                    <ul>
+                        <t t-foreach="activities" t-as="activity">
+                            <li>
+                                <t
+                                    t-set="activity_obj"
+                                    t-value="object.env[activity.res_model].browse(activity.res_id)"
+                                />
+                                <p style="margin-bottom: 5px">Deadline:
+                                    <span
+                                    t-field="activity.date_deadline"
+                                    t-options="{'widget': 'date'}"
+                                />
+                                </p>
+                                <p style="margin-top: 5px">
+                                    <span t-out="activity_obj.display_name" />
+                                    -
+                                    <span
+                                    t-out="activity.summary or activity_obj.activity_type_id.display_name"
+                                />
+                                </p>
+                            </li>
+                        </t>
+                    </ul>
+                </div>
+                <hr
+                    width="100%"
+                    style="background-color:rgb(204,204,204);border:medium none;clear:both;display:block;font-size:0px;min-height:1px;line-height:0;margin: 16px 0px;"
+                />
+
+                <!-- FOOTER -->
+                <p t-out="object.company_id.name or ''" style="font-size: 0.8rem;" />
+                <div style="font-size: 0.8rem;opacity: 0.7;">
+                    <t t-out="object.company_id.phone or ''" />
+                    <t t-if="object.company_id.email">
+                        |
+                        <a
+                        t-att-href="'mailto:%s' % object.company_id.email"
+                        style="text-decoration:none; color: #454748;"
+                        t-out="object.company_id.email or ''"
+                    />
+
+                    </t>
+                    <t t-if="object.company_id.website">
+                        |
+                        <a
+                        t-att-href="'%s' % object.company_id.website"
+                        style="text-decoration:none; color: #454748;"
+                        t-out="object.company_id.website or ''"
+                    />
+                    </t>
+                </div>
+            </div>
+        </field>
+    </record>
+</odoo>

crm_reminder_email_activities/models/__init__.py

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+from . import crm_lead

crm_reminder_email_activities/models/crm_lead.py

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+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    @api.model
+    def cron_send_crm_reminder_activities(self):
+        users = self._get_crm_activities().mapped("user_id")
+        try:
+            mail_template = self.env.ref(
+                "crm_reminder_email_activities.email_template_crm_reminder_activities"
+            )
+            for user in users:
+                mail_template.with_context(activity_owner=user).send_mail(
+                    self.id, email_values={"email_to": user.email}
+                )
+        except ValueError as err:
+            raise ValueError(
+                self.env._("CRM Reminder Activities Mail Template not found.")
+            ) from err
+
+    def _get_crm_activities(self, user=None):
+        today = fields.Date.context_today(self)
+        domain = [
+            ("res_model", "=", "crm.lead"),
+            ("date_deadline", ">=", today),
+            ("date_deadline", "<=", today + relativedelta(days=+7)),
+        ]
+        if user:
+            domain.append(("user_id", "=", user.id))
+        return self.env["mail.activity"].search(domain, order="date_deadline asc")

crm_reminder_email_activities/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_reminder_email_activities/readme/CONTRIBUTORS.md

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+- [PyTech SRL](https://pytech.it):
+  - Alessandro Pecchini \<<alessandro.pecchini@pytech.it>\>

crm_reminder_email_activities/readme/DESCRIPTION.md

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+This module introduces email reminders that summarize for users the active activities due in the following 7 days.

crm_reminder_email_activities/readme/ROADMAP.md

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+A possible improvement is the implementation of the ability to customize the time interval of reminders.