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[ADD] event_crm: create leads from attendees #43845
This new module allows to create rules in order to generate leads from event's registrations.
A new menu, "Lead Generation", in the configuration tab of an event allows to create rules.
The flow of creation is as follow:
When the conditions are matched, it will create the lead with information based on the rule (lead type, salesperson, sales team, tags) and the registration (name, contact_name, email, ...)
Once a lead is created for an event registration, a stat button displays the number of leads created for the event of the registration and on the lead form, a stat button displays all registrations linked to the lead.
See sub commit for more detail.
Task ID : 2166679
Second part of review.
Application of the review :)
The purpose is to add a new field, main_registration_id, to the event module. This field allows to save the first registration on other registrations when a batch of them is created which can occur in website_event, event_sale and website_event_sale. This is used to link a registration to the good lead depending on the type of lead creation. task-2166679
This new module allows to create rules in order to create leads from event's registrations. A new menu, "Lead Generation", in the configuration tab of an event allows to create a set of conditions to generate a lead with some pre-filled values as the type of lead, tags or salesperson. There are two types of lead creation: -Per Attendee: create a lead for each registration -Per Order: create a lead for a set of registrations The last one is only available if it's possible to register a group of attendees in one action (when event_sale or website_event are installed). The flow of lead creation is as follow: When attendees are created we will check if any rules apply to the attendees. For the rule to be apply, it has to met some conditions: - The rule is active. - If the company is set on the rule, it must match. - If the event category and the event aren't specified, it's always OK. - If only the event category is set, it must match. - If only the event is set, it must match. - If the event category and the event are set, one of them must match. When the conditions are matched, it will create the lead or leads with some information pre-filled (name, type, contact_name, ...) Once a lead is created for an event registration, a stat button on the event will be available to show the number of leads generated for this event and to display all of them in order to access them. Additionally on the lead form, a stat button will be display to show the registrations linked to this lead. task-2166679
Add additional values linked to an order for the creation of a lead when a registration is created and update lead values as the name or the description when a registration is updated in the backend during the confirmation of a sale order. task-2166679
Rewrite the method which builds the description of a lead to add information about questions and answers during the creation of a lead when registrations match rules. task-2166679
Update the form view for the creation of rules to display the field lead_creation_basis which can be used with website_event installed. task-2166679