[MIG] website_crm_quick_answer: Migration to version 17.0

TT51964
OCA · Jan 15, 2025 · bf5501a · bf5501a
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diff --git a/website_crm_quick_answer/README.rst b/website_crm_quick_answer/README.rst
@@ -42,7 +42,9 @@ Configuration
 
 To configure this module, you need to:
 
-1. Go to **Settings > Technical > Automation > Automated actions > Quick
+1. Have the action of the submit button on the website contact form
+   configured to create a new opportunity.
+2. Go to **Settings > Technical > Automation > Automated actions > Quick
    response to website contact form** and edit anything there.
 
 Quicker way to just change the email template (something that most
@@ -59,6 +61,8 @@ To use this module, you need to:
 Have an email address in your main company. It will be used as sender
 address.
 
+Complete the contact form on the website and send it to us.
+
 Bug Tracker
 ===========
 
@@ -86,6 +90,7 @@ Contributors
    -  Jairo Llopis <jairo.llopis@tecnativa.com>
    -  David Vidal <david.vidal@tecnativa.com>
    -  Cristina Martin R.
+   -  Pilar Vargas
 
 -  `Sygel Technology <https://www.sygel.es>`__:
 

diff --git a/website_crm_quick_answer/__manifest__.py b/website_crm_quick_answer/__manifest__.py
@@ -6,7 +6,7 @@
     "name": "Quick answer for website contact form",
     "summary": "Add an automatic answer for contacts asking for info",
     "category": "Website",
-    "version": "15.0.1.0.1",
+    "version": "17.0.1.0.0",
     "website": "https://github.com/OCA/website",
     "depends": ["website_crm", "base_automation"],
     "data": ["data/base_automation_data.xml"],

diff --git a/website_crm_quick_answer/data/base_automation_data.xml b/website_crm_quick_answer/data/base_automation_data.xml
@@ -23,16 +23,21 @@
                 </div>
         </field>
     </record>
+    <record id="send_email_action" model="ir.actions.server">
+        <field name="name">Send email response</field>
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="state">mail_post</field>
+        <field name="template_id" ref="email_template" />
+    </record>
     <record id="automated_action" model="base.automation">
         <field name="name">Quick response to website contact form</field>
         <field name="model_id" ref="crm.model_crm_lead" />
-        <field name="state">email</field>
         <field name="trigger">on_create</field>
         <field name="active" eval="True" />
-        <field name="template_id" ref="email_template" />
         <field
             name="filter_domain"
             eval="[('medium_id', '=', ref('utm.utm_medium_website'))]"
         />
+        <field name="action_server_ids" eval="[(4, ref('send_email_action'))]" />
     </record>
 </odoo>
diff --git a/website_crm_quick_answer/readme/CONFIGURE.md b/website_crm_quick_answer/readme/CONFIGURE.md
@@ -1,6 +1,8 @@
 To configure this module, you need to:
 
-1.  Go to **Settings \> Technical \> Automation \> Automated actions \>
+1.  Have the action of the submit button on the website contact form configured to
+    create a new opportunity.
+2.  Go to **Settings \> Technical \> Automation \> Automated actions \>
     Quick response to website contact form** and edit anything there.
 
 Quicker way to just change the email template (something that most

diff --git a/website_crm_quick_answer/readme/CONTRIBUTORS.md b/website_crm_quick_answer/readme/CONTRIBUTORS.md
@@ -3,6 +3,7 @@
   - Jairo Llopis \<<jairo.llopis@tecnativa.com>\>
   - David Vidal \<<david.vidal@tecnativa.com>\>
   - Cristina Martin R.
+  - Pilar Vargas
 - [Sygel Technology](https://www.sygel.es):
   - Harald Panten \<<harald.panten@sygel.es>\>
   - Manuel Regidor \<<manuel.regidor@sygel.es>\>
diff --git a/website_crm_quick_answer/readme/USAGE.md b/website_crm_quick_answer/readme/USAGE.md
@@ -2,3 +2,5 @@ To use this module, you need to:
 
 Have an email address in your main company. It will be used as sender
 address.
+
+Complete the contact form on the website and send it to us.
diff --git a/website_crm_quick_answer/static/description/index.html b/website_crm_quick_answer/static/description/index.html
@@ -391,6 +391,8 @@ <h1 class="title">Quick answer for website contact form</h1>
 <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 <p>To configure this module, you need to:</p>
 <ol class="arabic simple">
+<li>Have the action of the submit button on the website contact form
+configured to create a new opportunity.</li>
 <li>Go to <strong>Settings &gt; Technical &gt; Automation &gt; Automated actions &gt; Quick
 response to website contact form</strong> and edit anything there.</li>
 </ol>
@@ -406,6 +408,7 @@ <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
 <p>To use this module, you need to:</p>
 <p>Have an email address in your main company. It will be used as sender
 address.</p>
+<p>Complete the contact form on the website and send it to us.</p>
 </div>
 <div class="section" id="bug-tracker">
 <h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
@@ -431,6 +434,7 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <li>Jairo Llopis &lt;<a class="reference external" href="mailto:jairo.llopis&#64;tecnativa.com">jairo.llopis&#64;tecnativa.com</a>&gt;</li>
 <li>David Vidal &lt;<a class="reference external" href="mailto:david.vidal&#64;tecnativa.com">david.vidal&#64;tecnativa.com</a>&gt;</li>
 <li>Cristina Martin R.</li>
+<li>Pilar Vargas</li>
 </ul>
 </li>
 <li><a class="reference external" href="https://www.sygel.es">Sygel Technology</a>:<ul>
Original file line number	Diff line number	Diff line change
Expand Up		@@ -2,3 +2,5 @@ To use this module, you need to:

		Have an email address in your main company. It will be used as sender
		address.

		Complete the contact form on the website and send it to us.