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Commit 711a8a82 authored by Kirti Choudhary's avatar Kirti Choudhary Committed by Thibault Delavallée
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[IMP] website_crm_partner_assign: make templates more modern and updated with Odoo guidelines 

In this commit we improve templates used in website_crm_partner_assign.
Purpose of this commit is to have templates that embed or use standard Odoo
email layouts to make them look modern and have a common style across all
emails.

Main guidelines

 * better use of div / p / br to try to lessen layout issues, especially
   when updating templates using the editor;
 * correctly sequence the templates fields definition;
 * correctly set templates values notably auto_delete and user_signature
   fields to avoid confusion;
 * correctly layout the email content using light notification email. It
   can either propagate the layout choice through various send mail methods
   or directly embed the styling in the templates for more technical or
   complex templates;
 * use email_formatted computed field when possible to avoid having hand-made
   from / to addresses;
 * fix various typos and improve subjects when necessary;

Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.

This commit is linked to task ID 1841503 (and 1868112) and to PR #25388
(and #25889).
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addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
+ 101
− 34
View file @ 711a8a82
......@@ -14,42 +14,109 @@
<field name="color">4</field>
</record>
<record id="email_template_lead_forward_mail" model="mail.template">
<field name="name">Lead Mass Mail</field>
<field name="name">Lead Forward: Send to partner</field>
<field name="model_id" model="ir.model" search="[('name', '=', 'crm.lead.forward.to.partner')]"></field>
<field name="auto_delete" eval="True"/>
<field name="email_to">${ctx['partner_id'].email|safe}</field>
<field name="email_from">${(user.email or '')|safe}</field>
<field name="subject">Fwd: Lead: ${ctx['partner_id'].name}</field>
<field name="body_html"><![CDATA[
<p>Hello,</p>
<p>We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:</p>
<ol>
% for lead in ctx['partner_leads']:
<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li><br/>
% endfor
</ol>
% if ctx.get('partner_in_portal'):
<p>Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" & "I'm not interested".</p>
% else:
<p>
You do not have yet a portal access to our database. Please contact
${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.
</p>
% endif
<p>The lead will be sent to another partner if you do not contact the lead before 20 days.</p>
<p>Thanks,</p>
${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature | safe or ''}
% if not ctx['partner_id'].user_id:
PS: It looks like you do not have an account manager assigned to you, please contact us.
% endif
]]></field>
<field name="email_from">${(user.email or '')|safe}</field>
<field name="email_to">${ctx['partner_id'].email|safe}</field>
<field name="body_html" type="html">
<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 16px; background-color: white; color: #454748; border-collapse:separate;">
<tbody>
<!-- HEADER -->
<tr>
<td align="center" style="min-width: 590px;">
<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
<tr><td valign="middle">
<span style="font-size: 10px;">Your leads</span><br/>
</td><td valign="middle" align="right">
<img src="/logo.png?company=${user.company_id.id}" style="padding: 0px; margin: 0px; height: auto; width: 80px;" t-att-alt="'%s' % company.name"/>
</td></tr>
<tr><td colspan="2" style="text-align:center;">
<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 16px 0px;"/>
</td></tr>
</table>
</td>
</tr>
<!-- CONTENT -->
<tr>
<td align="center" style="min-width: 590px;">
<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; padding: 0px 8px 0px 8px; border-collapse:separate;">
<tr>
<td valign="top" style="font-size: 13px;">
<div>
Hello,<br/>
We have been contacted by those prospects that are in your region. Thus, the following leads have been assigned to ${ctx['partner_id'].name}:<br/>
<ol>
% for lead in ctx['partner_leads']:
<li><a href="${lead.lead_link}">${lead.lead_id.name or 'Subject Undefined'}</a>, ${lead.lead_id.partner_name or lead.lead_id.contact_name or 'Contact Name Undefined'}, ${lead.lead_id.country_id and lead.lead_id.country_id.name or 'Country Undefined' }, ${lead.lead_id.email_from or 'Email Undefined'}, ${lead.lead_id.phone or ''} </li><br/>
% endfor
</ol>
% if ctx.get('partner_in_portal'):
Please connect to your <a href="${object.get_portal_url()}">Partner Portal</a> to get details. On each lead are two buttons on the top left corner that you should press after having contacted the lead: "I'm interested" &amp; "I'm not interested".<br/>
% else:
You do not have yet a portal access to our database. Please contact
${ctx['partner_id'].user_id and ctx['partner_id'].user_id.email and 'your account manager %s (%s)' % (ctx['partner_id'].user_id.name,ctx['partner_id'].user_id.email) or 'us'}.<br/>
% endif
The lead will be sent to another partner if you do not contact the lead before 20 days.<br/><br/>
Thank you,<br/>
${ctx['partner_id'].user_id and ctx['partner_id'].user_id.signature | safe or ''}
<br/>
% if not ctx['partner_id'].user_id:
PS: It looks like you do not have an account manager assigned to you, please contact us.
% endif
</div>
</td>
</tr>
<tr>
<td style="text-align:center;">
<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 16px 0px;"/>
</td>
</tr>
</table>
</td>
</tr>
<!-- FOOTER -->
<tr>
<td align="center" style="min-width: 590px;">
<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: white; font-size: 11px; padding: 0px 8px 0px 8px; border-collapse:separate;">
<tr><td valign="middle" align="left">
${user.company_id.name}
</td></tr>
<tr><td valign="middle" align="left" style="opacity: 0.7;">
${user.company_id.phone}
% if user.company_id.phone and (user.company_id.email or user.company_id.website)
|
% endif
% if user.company_id.email
<a href="'mailto:%s' % ${user.company_id.email}" style="text-decoration:none; color: #454748;">${user.company_id.email}</a>
% endif
% if user.company_id.email and user.company_id.website
|
% endif
% if user.company_id.website
<a href="'%s' % ${user.company_id.website}" style="text-decoration:none; color: #454748;">
${user.company_id.website}
</a>
% endif
</td></tr>
</table>
</td>
</tr>
</tbody>
</table>
</td></tr>
<!-- POWERED BY -->
<tr><td align="center" style="min-width: 590px;">
<table border="0" cellpadding="0" cellspacing="0" width="590" style="min-width: 590px; background-color: #F1F1F1; color: #454748; padding: 8px; border-collapse:separate;">
<tr><td style="text-align: center; font-size: 13px;">
Powered by <a target="_blank" href="https://www.odoo.com" style="color: #875A7B;">Odoo</a>
</td></tr>
</table>
</td></tr>
</table>
</field>
<field name="auto_delete" eval="True"/>
</record>
</data>
......
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