TA#72138 [16.0][MIG] partner_key_date (#161)

---------

Co-authored-by: Lanto R. <[email protected]>

.docker_files/main/__manifest__.py

@@ -16,6 +16,7 @@
         "partner_autocomplete_disable",
         "partner_edit_group",
         "partner_firstname_before_lastname",
+        "partner_key_date",
     ],
     "installable": True,
 }

Dockerfile

@@ -17,6 +17,7 @@ COPY contacts_config_menu_moved_right /mnt/extra-addons/contacts_config_menu_mov
 COPY partner_autocomplete_disable /mnt/extra-addons/partner_autocomplete_disable
 COPY partner_edit_group /mnt/extra-addons/partner_edit_group
 COPY partner_firstname_before_lastname /mnt/extra-addons/partner_firstname_before_lastname
+COPY partner_key_date /mnt/extra-addons/partner_key_date
 
 COPY .docker_files/main /mnt/extra-addons/main
 COPY .docker_files/odoo.conf /etc/odoo

partner_key_date/README.rst

@@ -0,0 +1,42 @@
+Partner Key Dates
+=================
+This module adds key dates to partners.
+
+A key date is an important event in the timeline of a contact.
+
+Key dates require a type, and these types are configurable. 
+To configure key date types, go to `Contacts / Configuration / Key Date Types`.
+
+.. image:: static/description/key_date_types_tree_view.png
+
+.. image:: static/description/key_date_types_form_view.png
+
+Key dates can be accessed from Contacts / Dates.
+
+.. image:: static/description/key_date.png
+
+Age Calculation
+---------------
+The module includes a cron job to calculate and update the age associated with key dates.
+This cron ensures that the age field is kept up-to-date.
+
+.. image:: static/description/cron_compute_age.png
+
+Anniversary Emails
+------------------
+The module also adds functionality to send emails on the anniversary of key dates.
+
+In the list view of key dates, the column `Diffusion` allows you to specify which dates should trigger an email on their anniversary.
+
+A scheduled action (cron) is responsible for sending these emails to the relevant contacts.
+
+.. image:: static/description/cron_send_mail.png
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+* Savoir-faire Linux
+
+More Information
+-----------------
+* Meet us at https://bit.ly/numigi-com

partner_key_date/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2017 Savoir-faire Linux
+# Copyright 2022-today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

partner_key_date/__manifest__.py

@@ -0,0 +1,26 @@
+# Copyright 2017 Savoir-faire Linux
+# Copyright 2022-today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Partner Key Dates",
+    "version": "16.0.1.0.0",
+    "author": "Savoir-faire Linux",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "LGPL-3",
+    "category": "Partner Management",
+    "depends": ["contacts"],
+    "data": [
+        "security/ir.model.access.csv",
+        "data/ir_cron_data.xml",
+        "data/mail_template_data.xml",
+        "views/res_partner_views.xml",
+        "views/res_partner_date_views.xml",
+        "views/res_partner_date_type_views.xml",
+    ],
+    "installable": True,
+    "external_dependencies": {
+        "python": ["freezegun"],
+    },
+}

partner_key_date/data/ir_cron_data.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="ir_cron_compute_age" model="ir.cron">
+            <field name="name">Compute Key Date Ages</field>
+            <field name="user_id" ref="base.user_root" />
+            <field name="model_id" ref="model_res_partner_date" />
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="numbercall">-1</field>
+            <field name="doall" eval="False" />
+            <field name="code">model.update_age_for_all_dates()</field>
+        </record>
+
+        <record id="ir_cron_send_anniversary_email" model="ir.cron">
+            <field name="name">Send Key Date Anniversary Emails</field>
+            <field name="user_id" ref="base.user_root" />
+            <field name="model_id" ref="model_res_partner_date" />
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="numbercall">-1</field>
+            <field name="doall" eval="False" />
+            <field name="code">model.send_anniversary_emails()</field>
+        </record>
+
+    </data>
+</odoo>

partner_key_date/data/mail_template_data.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="anniversary_email_template" model="mail.template">
+            <field name="name">Send Partner Anniversary Email</field>
+            <field name="model_id" ref="model_res_partner_date" />
+            <field name="auto_delete" eval="False" />
+            <field name="subject">Best Wishes</field>
+            <field name="body_html" type="html">
+            <div>
+            <p>Hello 
+                <t t-out="object.partner_id.name or ''">Marc Demo</t>
+            </p>
+
+            <p>Occasion :  <t t-out="object.date_type_id.name or ''">Date type name</t></p>
+            <p>
+                Anniversary message...
+            </p>
+            </div>
+        </field>
+        </record>
+
+    </data>
+</odoo>