Metadata-Version: 2.1
Name: odoo-addon-project_crm_postsale_automation
Version: 17.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Automate recurring post-sale opportunities from projects
Home-page: https://github.com/OCA/project
License: AGPL-3
Author: APSL-Nagarro, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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============================
Project Post-sale Automation
============================

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This module automates the creation of recurring post-sale sales
opportunities directly from your projects.

It allows account managers to set up automated schedules for customer
follow-ups. Based on the selected timeline, the system automatically
creates the corresponding leads in the CRM, pre-fills the responsible
salesperson, assigns the customer, and formats the opportunity name
dynamically based on the current period.

The scheduling engine supports multiple recurrence levels to adapt to
any business cycle:

- **Short-term tracking**: Set up schedules based on a specific number
  of days or weeks.
- **Calendar-aligned tracking**: Schedule follow-ups by months,
  quarters, semesters, or years.
- **Smart date adjustment**: For monthly or annual cycles, you can pick
  a specific day of the month (1-31). If a month is shorter than your
  chosen day (like February or a 30-day month), the system automatically
  realigns and schedules it for the very last day of that month.

Internal instructions or specific notes written on the project are
automatically copied into the description of every new lead.
Additionally, seasonal tags are assigned to each opportunity to make
pipeline filtering and sales reporting easier.

The automated generation process is designed to handle errors safely. If
a single project has a configuration issue, the system logs the error
and immediately skips to the next project, ensuring the daily routine
for all other active projects finishes successfully.

**Table of contents**

.. contents::
   :local:

Usage
=====

**Setting up Post-sale Tracking**

1. Open a Project and go to the **Post-sale Tracking** tab.
2. Turn on **Activate Post-sale**.
3. Choose the **Post-sale Responsible** salesperson and the target
   **Post-sale Customer**.
4. Define how often the follow-up should occur by setting the
   **Interval** and **Unit** (e.g., every 2 months, every year).
5. For monthly or annual tracking, set the **Day of Month** you want the
   opportunity to be created.
6. Choose a starting date in the **Next Generation Date** field.
7. If you want to add specific instructions, write them in the
   **Internal Notes** section.
8. Choose if you want to generate CRM Tags automatically for the
   generated opportunities by toggling the **Generate CRM Tags** option.
   If enabled, the generated tags will have the following format: "Q2
   2026 - Postsale".

A live preview at the bottom of the tab will show you the exact dates
and names of the next 5 scheduled opportunities.

**How it works**

- **Automatically**: A scheduled system background task runs once a day.
  It looks for projects due for a post-sale check, creates the CRM lead
  with your notes and automated tags, and pushes the next generation
  date forward.
- **Manually**: If you have developer mode enabled, you can click the
  **Generate Next Opportunity** button in the top header of the selected
  project to instantly create the next scheduled lead.
- **Reviewing Results**: Click the **Post-sale Leads** stat button at
  the top of the project to view all the CRM opportunities generated by
  this schedule.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/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/project/issues/new?body=module:%20project_crm_postsale_automation%0Aversion:%2017.0%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
-------

* APSL-Nagarro

Contributors
------------

- `Nagarro <https://www.nagarro.com>`__:

  - Patryk Pyczko <patryk.pyczko@nagarro.com>

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.

.. |maintainer-ppyczko| image:: https://github.com/ppyczko.png?size=40px
    :target: https://github.com/ppyczko
    :alt: ppyczko

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-ppyczko| 

This module is part of the `OCA/project <https://github.com/OCA/project/tree/17.0/project_crm_postsale_automation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
