[FW][MERGE] digest, various: add or improve digest tips and digest layout

PURPOSE

Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.

SPECIFICATIONS: LAYOUT

Besides changing the tips, a cleaning of digest layout was performed. Emails
were reported to look not neat in Outlook and somewhat random in mail.com or
gmail.com.

Most recent HTML CSS cannot be used to make HTML emails because each email
provider renders emails its own way. This means a given email may renders
differently in gmail.com and outlook.

The layout of the email was composed of several levels of embedded tables
which means huge maintenance effort. So it was totally rewritten with divs
and CSS, but some properties are not taken into account.

A lot of page component improvements were done. It consisted in replacing most
of the style attribute in tags with CSS classes and ids. This step is
especially useful for tip formatting because before, if a style modification
was needed, it had to be performed on each tip individually.

SPECIFICATIONS: TIPS

Add / Improve tips in cmr, purchase, hr_recruitment, website, hr_expense, project,
digest, sale_management, im_livechat, stock, mrp, account.

LINKS

COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#11394

closes odoo/odoo#55807

Forward-port-of: odoo/odoo#53580
Related: odoo/enterprise#12372
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>

1 files changed, 55 insertions, 25 deletions

diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml
index 2d87beddbc3..c3a12d814eb 100644
--- a/addons/crm/data/digest_data.xml
+++ b/addons/crm/data/digest_data.xml
@@ -9,49 +9,79 @@
 
     <data>
         <record id="digest_tip_crm_0" model="digest.tip">
-            <field name="name">CRM: Create opportunities from incoming emails</field>
-            <field name="sequence">5</field>
+            <field name="name">Tip: Convert incoming emails into opportunities</field>
+            <field name="sequence">200</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name
-    % if email
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Create opportunities from incoming emails</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Emails sent to <strong>${email}</strong> generate opportunities in your pipeline.</p>
-    <img src="/crm/static/src/img/tips-crm-pipeline.jpg" style="max-width: 580px" width="100%" />
-    <div style="text-align:center;margin-top:10px;">
-        <a href="mailto:${email}" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
-    </div>
+    % set record = object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1)
+    <p class="tip_title">Tip: Convert incoming emails into opportunities</p>
+    % if record and record.alias_domain
+    <p class="tip_content">Did you know emails sent to ${record.alias_id.display_name} generate opportunities in your pipeline?<br/>
+    <a href="mailto:${record.alias_id.display_name}" target="_blank">Try sending an email</a> to your CRM. This email address is configurable by sales team members.</p>
+    % else
+    <p class="tip_content">Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?</p>
     % endif
 </div>
             </field>
         </record>
         <record id="digest_tip_crm_1" model="digest.tip">
-            <field name="name">CRM: Enrich your contacts</field>
-            <field name="sequence">50</field>
+            <field name="name">Tip: Did you know Odoo has built-in lead mining?</field>
+            <field name="sequence">1500</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Enrich your contacts</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the "Partner Autocomplete" feature to fill in your Partner's details faster.</p>
-    <img src="/crm/static/src/img/tips-crm-autocomplete.jpg" style="max-width: 580px" width="100%" />
-    <div style="text-align:center;margin-top:10px;">
-        <a href="/web#action=base_setup.action_general_configuration" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Try it now</a>
-    </div>
+    <p class="tip_title">Tip: Did you know Odoo has built-in lead mining?</p>
+    <p class="tip_content">For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.</p>
+    <img src="/crm/static/src/img/generate-leads.gif" class="illustration_border" />
 </div>
             </field>
         </record>
         <record id="digest_tip_crm_2" model="digest.tip">
-            <field name="name">CRM: Get more leads</field>
-            <field name="sequence">2</field>
+            <field name="name">Tip: Opportunity win rate is predicted with AI</field>
+            <field name="sequence">1700</field>
             <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
             <field name="tip_description" type="html">
 <div>
-    <b class="font-16" style="font-size: 20px;line-height: 30px;">Get more leads</b>
-    <p class="font-12" style="color:#888888;font-size: 15px; line-height: 25px; margin-top: 0;">Activate the lead mining feature from your CRM settings and start generating more leads.</p>
-    <div style="text-align:center;margin-top:10px;">
-        <a href="https://www.odoo.com/documentation/user/13.0/crm/acquire_leads/lead_mining.html" target="_blank" style="display:inline-block;background-color:#875a7b;line-height:40px;text-decoration: none;color: #ffffff;border-radius: 3px;font-size:13px;font-weight:bold;text-align:center; padding:0 10px;">Find out more</a>
-    </div>
+    <p class="tip_title">Tip: Opportunity win rate is predicted with AI</p>
+    <p class="tip_content">Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.</p>
+    <img src="/crm/static/src/img/probability-rate.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_3" model="digest.tip">
+            <field name="name">Tip: Manage your pipeline</field>
+            <field name="sequence">2600</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Manage your pipeline</p>
+    <p class="tip_content">A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.</p>
+    <img src="/crm/static/src/img/pipeline-progress.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_4" model="digest.tip">
+            <field name="name">Tip: Do not waste time recording customers' data</field>
+            <field name="sequence">2800</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Do not waste time recording customers' data</p>
+    <p class="tip_content">Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.</p>
+    <img src="/crm/static/src/img/autofill.gif" class="illustration_border" />
+</div>
+            </field>
+        </record>
+        <record id="digest_tip_crm_5" model="digest.tip">
+            <field name="name">Tip: Turn a selection of opportunities into a map</field>
+            <field name="sequence">3000</field>
+            <field name="group_id" ref="sales_team.group_sale_salesman_all_leads"/>
+            <field name="tip_description" type="html">
+<div>
+    <p class="tip_title">Tip: Turn a selection of opportunities into a map</p>
+    <p class="tip_content">Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.</p>
+    <img src="/crm/static/src/img/mapview-toggle.gif" class="illustration_border" />
 </div>
             </field>
         </record>