- add modules(marketing automation + approvals + webstudio) \n

- create new module hr_promote (depend: hr,approvals) \n
- customize approval_type (WIP)

addons/hr_org_chart/views/hr_org_chart_menus.xml

@@ -1,6 +1,5 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
-
     <menuitem
         id="menu_hr_employee_org_chart"
         name="Org Chart"
@@ -9,5 +8,4 @@
         parent="hr.menu_hr_employee_payroll"
         sequence="5"
     />
-
 </odoo>

addons/hr_skills/views/hr_views.xml

@@ -1,6 +1,5 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
-
     <record id="hr_employee_view_search" model="ir.ui.view">
         <field name="name">hr.employee.skill.search</field>
         <field name="model">hr.employee</field>

extra-addons/approvals/models/approval_category.py

@@ -14,16 +14,30 @@ CATEGORY_SELECTION = [
 
 
 class ApprovalCategory(models.Model):
+ # ----------------------------------- Private Attributes ---------------------------------
     _name = 'approval.category'
     _description = 'Approval Category'
     _order = 'sequence, id'
 
     _check_company_auto = True
-
+    DEFAULT_PYTHON_CODE = """# Available variables:
+#  - env: environment on which the action is triggered
+#  - model: model of the record on which the action is triggered; is a void recordset
+#  - record: record on which the action is triggered; may be void
+#  - records: recordset of all records on which the action is triggered in multi-mode; may be void
+#  - time, datetime, dateutil, timezone: useful Python libraries
+#  - float_compare: utility function to compare floats based on specific precision
+#  - b64encode, b64decode: functions to encode/decode binary data
+#  - log: log(message, level='info'): logging function to record debug information in ir.logging table
+#  - _logger: _logger.info(message): logger to emit messages in server logs
+#  - UserError: exception class for raising user-facing warning messages
+#  - Command: x2many commands namespace
+# To return an action, assign: action = {...}\n\n\n\n"""
     def _get_default_image(self):
         default_image_path = 'approvals/static/src/img/Folder.png'
         return base64.b64encode(tools.misc.file_open(default_image_path, 'rb').read())
-
+ 
+# ----------------------------------- Fields Declaration ----------------------------------
     name = fields.Char(string="Name", translate=True, required=True)
     company_id = fields.Many2one(
         'res.company', 'Company', copy=False,
@@ -59,16 +73,30 @@ class ApprovalCategory(models.Model):
         Is Approver: the employee's manager will be in the approver list
         Is Required Approver: the employee's manager will be required to approve the request.
     """)
+    
+    # Python code
+    code = fields.Text(string='Python Code', groups='base.group_system',
+                       default=DEFAULT_PYTHON_CODE,
+                       help="Write Python code that the action will execute. Some variables are "
+                            "available for use; help about python expression is given in the help tab.")
+    
+# ---------------------------------------- Relational -----------------------------------------
     user_ids = fields.Many2many('res.users', compute='_compute_user_ids', string="Approver Users")
+    
     approver_ids = fields.One2many('approval.category.approver', 'category_id', string="Approvers")
     approver_sequence = fields.Boolean('Approvers Sequence?', help="If checked, the approvers have to approve in sequence (one after the other). If Employee's Manager is selected as approver, they will be the first in line.")
+    
     request_to_validate_count = fields.Integer("Number of requests to validate", compute="_compute_request_to_validate_count")
     automated_sequence = fields.Boolean('Automated Sequence?',
         help="If checked, the Approval Requests will have an automated generated name based on the given code.")
+   
     sequence_code = fields.Char(string="Code")
     sequence_id = fields.Many2one('ir.sequence', 'Reference Sequence',
         copy=False, check_company=True)
 
+    model_id = fields.Many2one('ir.model', 'Model',copy=False)
+# ---------------------------------------- Methods -----------------------------------------
+  
     def _compute_request_to_validate_count(self):
         domain = [('request_status', '=', 'pending'), ('approver_ids.user_id', '=', self.env.user.id)]
         requests_data = self.env['approval.request']._read_group(domain, ['category_id'], ['__count'])
@@ -76,6 +104,9 @@ class ApprovalCategory(models.Model):
         for category in self:
             category.request_to_validate_count = requests_mapped_data.get(category.id, 0)
 
+
+    
+    
     @api.depends_context('lang')
     @api.depends('approval_minimum', 'approver_ids', 'manager_approval')
     def _compute_invalid_minimum(self):

extra-addons/approvals/views/approval_category_views.xml

@@ -69,15 +69,16 @@
                     </div>
                     <group>
                         <field name="description"/>
+                        <field name="model_id"/>
                         <field name="approval_type" invisible="1"/>
                         <field name="automated_sequence"/>
                         <field name="sequence_code" invisible="not automated_sequence" required="automated_sequence"/>
                         <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
                     </group>
                     <notebook>
-                        <page string="Options" name="options">
+                        <page string="Coditions" name="conditions">
                             <group>
-                                <group string="Fields" name="option_settings">
+                                <!-- <group string="Fields" name="option_settings">
                                     <field name="active" invisible="1"/>
                                     <field name="requirer_document" string="Document" widget="radio" options="{'horizontal': true}"/>
                                     <field name="has_partner" string="Contact" widget="radio" options="{'horizontal': true}"/>
@@ -90,8 +91,8 @@
                                     <field name="has_reference" string="Reference" widget="radio" options="{'horizontal': true}"/>
                                     <field name="has_payment_method" string="Payment" widget="radio" options="{'horizontal': true}" invisible="1"/>
                                     <field name="has_location" string="Location" widget="radio" options="{'horizontal': true}"/>
-                                </group>
-                                <group string="Approvers" name="approvers">
+                                </group> -->
+                                <!-- <group string="Approvers" name="approvers">
                                     <field name="manager_approval"/>
                                     <separator colspan="2"/>
                                     <field name="approver_ids"/>
@@ -101,9 +102,13 @@
                                     <div class="text-warning" colspan="2" invisible="not invalid_minimum">
                                         <span class="fa fa-warning" title="Invalid minimum approvals"/><field name="invalid_minimum_warning" nolabel="1"/>
                                     </div>
-                                </group>
+                                </group> -->
+
                             </group>
                         </page>
+                            <page string="Code">
+                                <field name="code" widget="code" options="{'mode': 'python'}" placeholder="Enter Python code here. Help about Python expression is available in the help tab of this document."/>
+                            </page>
                     </notebook>
                 </sheet>
             </form>

extra-addons/hr_promote/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models

extra-addons/hr_promote/__manifest__.py

@@ -0,0 +1,17 @@
+{
+    "name": 'Employee Promote',
+    "category": 'Hidden',
+    "version": '0.1',
+    "description": 
+    """
+Promote Module for HR
+    """,
+    "depends": ['hr','approvals'],
+    'auto_install': ['hr','approvals'],
+    "data": [
+        'views/hr_promote_views.xml',
+        'views/hr_promote_menus.xml',
+        'security/ir.model.access.csv',
+    ],
+    "license": "LGPL-3",
+}

extra-addons/hr_promote/models/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import hr_promote

extra-addons/hr_promote/models/hr_promote.py

@@ -0,0 +1,129 @@
+from odoo.exceptions import ValidationError,UserError
+from odoo import api, fields, models
+from datetime import date
+class HRPromote(models.Model):
+    # ----------------------------------- Private Attributes ---------------------------------
+    _name = 'hr.promote'
+    _description = 'Employees/Promotes'
+    _order = 'promotion_date desc'
+    
+    # ----------------------------------- Fields Declaration ----------------------------------
+    promotion_date = fields.Date(
+        string="Promotion Date",
+        help="The date the employee was promoted.",
+        required=True
+    )
+    
+    description = fields.Text(
+        string="Description",
+        help="Details about the promotion.",
+        required=True
+    )
+
+    state = fields.Selection(
+        selection=[
+            ("draft", "Draft"),
+            ("approval_needed", "Wait for Approval"),
+            ("confirmed", "Confirmed"),
+        ],
+        string="State",
+        required=True,
+        default="draft",
+        help="The current state of the promotion process."
+    )
+
+    # ---------------------------------------- Relational -----------------------------------------
+    employee_id = fields.Many2one(
+        'hr.employee', 
+        string="Employee",
+        required=True, 
+        ondelete='cascade',
+        help="The employee being promoted."
+    )
+    
+    job_id = fields.Many2one(
+        "hr.job", 
+        string="Current Job", 
+        required=True, 
+        ondelete='cascade',
+        help="The employee's current job position."
+    )
+    
+    designation_id = fields.Many2one(
+        "hr.job", 
+        string="New Designation", 
+        required=True, 
+        ondelete='cascade',
+        help="The new job position the employee is promoted to."
+    )
+
+    # ---------------------------------------- Compute Value -----------------------------------------
+    name = fields.Char(string="Promotion Reference", compute="_compute_name", store=True)
+   
+    # ---------------------------------------- Methods -----------------------------------------
+  
+
+    @api.depends('employee_id', 'promotion_date')
+    def _compute_name(self):
+        for record in self:
+            if record.employee_id and record.promotion_date:
+                record.name = f"{record.employee_id.name} - {record.promotion_date}"
+            else:
+                record.name = "Promotion"
+    @api.model
+    def create(self, vals):
+        vals['state'] = 'approval_needed'
+        if 'employee_id' in vals and not vals.get('job_id'):
+            employee = self.env['hr.employee'].browse(vals['employee_id'])
+            vals['job_id'] = employee.job_id.id if employee.job_id else False
+
+        if not vals.get('job_id'):
+            raise ValueError("The employee does not have a current job position.")
+        promotion_record = super().create(vals)
+           # Create the approval request related to the promotion
+        self.env['approval.request'].create({
+            'employee_id': vals['employee_id'],
+            'promotion_record_id': promotion_record.id,
+            'state': 'draft',  # You can adjust this based on your workflow
+            'approval_type': 'promotion',  # Custom field for the type of approval
+        })
+        return promotion_record
+    def action_save_and_close(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Promote',
+            'res_model': 'hr.promote',
+            'view_mode': 'list',
+            'target': 'current',
+        }
+    @api.onchange('employee_id')
+    def _onchange_employee_id(self):
+        """
+        When an employee is selected, automatically set their current job position.
+        """
+        if self.employee_id:
+            if self.employee_id.job_id:
+                self.job_id = self.employee_id.job_id
+            else:
+                self.job_id = False
+                return {
+                    'warning': {
+                        'title': "No Job Position",
+                        'message': f"The selected employee '{self.employee_id.name}' does not have a job position.",
+                    }
+                }
+        else:
+            self.job_id = False
+    @api.onchange('promotion_date')
+    def _onchange_promotion_date(self):
+        """
+        Validates the promotion date to ensure it's in the future.
+        """
+        if self.promotion_date and self.promotion_date <= date.today():
+            self.promotion_date = False
+            raise UserError("The promotion date must be a future date.")
+    @api.constrains('promotion_date')
+    def _check_promotion_date(self):
+        for record in self:
+            if record.promotion_date and record.promotion_date <= date.today():
+                raise ValidationError("The promotion date must be a future date.")

extra-addons/hr_promote/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_hr_promote,hr.promote,model_hr_promote,hr.group_hr_user,1,1,1,1

extra-addons/hr_promote/views/hr_promote_menus.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem
+        id="menu_hr_employee_promote"
+        name="Promote"
+        action="action_hr_promote"
+        parent="hr.menu_hr_employee_payroll"
+        sequence="4"
+        groups="hr.group_hr_user"
+    />
+</odoo>

extra-addons/hr_promote/views/hr_promote_views.xml

@@ -0,0 +1,53 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- List View -->
+    <record id="hr_promote_view_list" model="ir.ui.view">
+        <field name="name">hr.promote.list</field>
+        <field name="model">hr.promote</field>
+        <field name="arch" type="xml">
+            <list string="Promote">
+                <field name="employee_id" width="20%"/>
+                <field name="description" width="30%"/>
+                <field name="job_id" readonly="1" width="15%"/>
+                <field name="designation_id" width="15%"/>
+                <field name="promotion_date" width="20%"/>
+            </list>
+        </field>
+    </record>
+    <!-- Form View -->
+    <record id="hr_promote_view_form" model="ir.ui.view">
+        <field name="name">hr.promote.form</field>
+        <field name="model">hr.promote</field>
+        <field name="arch" type="xml">
+            <form string="Promotion Record">
+                <header>
+                   <field name="state" widget="statusbar" statusbar_visible="draft,approval_needed,confirmed"/>
+                   <button name="action_save_and_close" type="object" string="Save and Close" class="oe_highlight"/>
+                </header>
+                <sheet>
+                    <group>
+                            <group>
+                                <field name="employee_id" width="50%"/>
+                                <field name="job_id" readonly="1" width="50%" />
+                            </group>
+                            <group>
+                                <field name="designation_id" string="New Job Position" width="50%"/>
+                                <field name="promotion_date" width="50%"/>
+                            </group>
+                    </group>
+                    <notebook>
+                     <page string="Description">
+                        <field name="description"/>
+                     </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+    <!-- Action -->
+    <record id="action_hr_promote" model="ir.actions.act_window">
+        <field name="name">Promote</field>
+        <field name="res_model">hr.promote</field>
+        <field name="view_mode">list,form</field>
+    </record>
+</odoo>

extra-addons/marketing_automation/__init__.py

@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import models
+from . import report
+from . import wizard
+
+
+def uninstall_hook(env):
+    # remove reference to mailing.mailing use_in_marketing_automation field
+    act_window = env.ref('mass_mailing.mailing_mailing_action_mail', False)
+    if act_window and act_window.domain and 'use_in_marketing_automation' in act_window.domain:
+        act_window.domain = [('mailing_type', '=', 'mail')]

extra-addons/marketing_automation/__manifest__.py

@@ -0,0 +1,55 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+{
+    'name': "Marketing Automation",
+    'version': "1.0",
+    'summary': "Build automated mailing campaigns",
+    'website': 'https://www.odoo.com/app/marketing-automation',
+    'category': "Marketing/Marketing Automation",
+    'sequence': 195,
+    'depends': ['mass_mailing'],
+    'data': [
+        'security/marketing_automation_security.xml',
+        'security/ir.model.access.csv',
+        'views/ir_actions_views.xml',
+        'views/ir_model_views.xml',
+        'views/marketing_automation_menus.xml',
+        'wizard/marketing_campaign_test_views.xml',
+        'views/link_tracker_views.xml',
+        'views/mailing_mailing_views.xml',
+        'views/mailing_trace_views.xml',
+        'views/marketing_activity_views.xml',
+        'views/marketing_participant_views.xml',
+        'views/marketing_trace_views.xml',
+        'views/marketing_campaign_views.xml',
+        'data/ir_cron_data.xml',
+        'data/marketing_activity_data_templates.xml',
+    ],
+    'application': True,
+    'license': 'OEEL-1',
+    'uninstall_hook': 'uninstall_hook',
+    'assets': {
+        'web._assets_primary_variables': [
+            'marketing_automation/static/src/scss/variables.scss',
+        ],
+        'web.assets_backend': [
+            'marketing_automation/static/src/js/**/*.js',
+            'marketing_automation/static/src/js/*.js',
+            'marketing_automation/static/src/scss/*.scss',
+            'marketing_automation/static/src/xml/*.xml',
+            'marketing_automation/static/src/components/**/*',
+
+            # Don't include dark mode files in light mode
+            ('remove', 'marketing_automation/static/src/scss/*.dark.scss'),
+        ],
+        "web.assets_web_dark": [
+            'marketing_automation/static/src/scss/*.dark.scss',
+        ],
+        'web.qunit_suite_tests': [
+            'marketing_automation/static/tests/hierarchy_kanban_tests.js',
+        ],
+        'web.assets_unit_tests': [
+            'marketing_automation/static/tests/campaign_picker.test.js'
+        ],
+    }
+}

extra-addons/marketing_automation/data/ir_cron_data.xml

@@ -0,0 +1,22 @@
+<?xml version='1.0' encoding='utf-8'?>
+<odoo noupdate="1">
+
+    <record id="ir_cron_campaign_sync_participants" model="ir.cron">
+        <field name="name">Marketing Automation: sync participants</field>
+        <field name="model_id" ref="model_marketing_campaign"/>
+        <field name="state">code</field>
+        <field name="code">model.search([('state', '=', 'running')]).sync_participants()</field>
+        <field name="interval_number">12</field>
+        <field name="interval_type">hours</field>
+    </record>
+
+    <record id="ir_cron_campaign_execute_activities" model="ir.cron">
+        <field name="name">Marketing Automation: execute activities</field>
+        <field name="model_id" ref="model_marketing_campaign"/>
+        <field name="state">code</field>
+        <field name="code">model.search([('state', '=', 'running')]).execute_activities()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">hours</field>
+    </record>
+
+</odoo>

extra-addons/marketing_automation/data/marketing_activity_data_templates.xml

@@ -0,0 +1,46 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data noupdate="1">
+        <template id="marketing_activity_summary_template" name="Activity Summary Template">
+            <strong>Summary</strong><br/>
+            Starting from <strong><t t-out="activity.interval_number"/> <t t-out="interval_type_label"/></strong>
+            <t t-set="action_or_template_id" t-value="activity.server_action_id or activity.mass_mailing_id"/>
+            <t t-if="action_or_template_id and activity.trigger_type == 'begin'">
+                after the <strong>beginning of the workflow</strong>,<br/>the <strong><t t-out="activity_type_label"/> "<t t-out="action_or_template_id.display_name"/>"</strong> will be <t t-if="activity.activity_type == 'action'">run</t><t t-else="">sent</t>.
+            </t>
+            <t t-elif="action_or_template_id and activity.parent_id">
+                <t t-if="activity.trigger_type == 'activity'">
+                    after the execution of the Activity "<strong t-out="parent_activity_name"/>",
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_open'">
+                    after the Participant <strong>opened</strong> the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>",
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_not_open'">
+                    if the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>" was <strong>not opened</strong>,
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_reply'">
+                    after the Participant <strong>replied</strong> to the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>",
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_not_reply'">
+                    if the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>" did <strong>not receive a reply</strong>,
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_click'">
+                    after the Participant <strong>clicked</strong>,<br/>on any link included in the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>",
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_not_click'">
+                    if no link included in the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>" gets clicked,
+                </t>
+                <t t-elif="activity.trigger_type == 'mail_bounce'">
+                    after the <strong>Mailing</strong> sent by the Activity "<strong t-out="parent_activity_name"/>" <strong>bounced</strong>,
+                </t>
+                <t name="activity_action_or_template">
+                    the <strong><t t-out="activity_type_label"/> "<t t-out="action_or_template_id.display_name"/>"</strong> will be <t t-if="activity.activity_type == 'action'">run</t><t t-else="">sent</t>.
+                </t>
+            </t>
+            <span t-else="" class="ms-1">...</span>
+            <t t-if="activity.validity_duration">
+                <br/>This activity will be <strong>cancelled, if <t t-out="activity.validity_duration_number"/> <t t-out="validity_duration_type_label"/></strong> have passed since the scheduled date.
+            </t>
+        </template>
+    </data>
+</odoo>

extra-addons/marketing_automation/data/templates/mail_template_body_confirmation_template.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="mail_template_body_confirmation_template" name="Email Confirmation Template">
+        <div class="o_layout o_mail_wrapper o_mail_no_resize o_mail_wrapper_td oe_structure o_editable" style="margin: 0; padding: 0; width: 100%; background-color: #f3f3f3;" data-name="Mailing">
+            <div style="max-width: 600px; margin: 0 auto; padding: 20px; background-color: #fff;">
+                <div style="text-align: center;">
+                    <h2>Welcome!</h2>
+                    <p>Dear Customer,</p>
+                    <p>Thank you for registering. Please click the button below to confirm your registration:</p>
+                    <div style="text-align: center; margin-top: 30px;">
+                        <a t-att-href="db_host" style="background-color: #0079CC; color: #fff; padding: 15px 30px; text-decoration: none; border-radius: 5px;">
+                        Confirm Registration
+                        </a>
+                    </div>
+                    <p style="margin-top: 30px;"> If you didn't make this request, you can ignore this email.</p>
+                </div>
+            </div>
+        </div>
+    </template>
+</odoo>

extra-addons/marketing_automation/data/templates/mail_template_body_free_trial_template.xml

@@ -0,0 +1,54 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="mail_template_body_free_trial_template">
+        <div class="o_layout o_default_theme">
+            <div class="container o_mail_wrapper" style="text-align: center;">
+                <div class="row">
+                    <div class="col o_mail_no_resize o_mail_wrapper_td oe_structure o_editable">
+                        <div class="o_mail_block_header_logo mb16" data-snippet="s_mail_block_header_logo">
+                            <div class="o_mail_snippet_general">
+                                <div class="container o_mail_table_styles o_mail_h_padding">
+                                    <div class="row">
+                                        <div class="col-2"></div>
+                                        <div valign="center" class="col-8 o_mail_logo_container text-center o_mail_v_padding">
+                                            <a href="http://www.example.com">
+                                                <img border="0" src="/mass_mailing/static/src/img/theme_default/s_default_image_header_logo.png" style="max-width:400px;" alt="Your Logo" class="img-fluid"/>
+                                            </a>
+                                        </div>
+                                        <div class="col-2" style="text-align:right"></div>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="o_mail_block_title_text" data-snippet="s_mail_block_title_text">
+                            <div class="o_mail_snippet_general">
+                                <div class="container o_mail_table_styles">
+                                    <div class="row">
+                                        <div class="col-12 o_mail_h_padding o_mail_v_padding">
+                                            <h2 class="mt0 o_default_snippet_text">Thank you for joining us!</h2>
+                                            <p class="">We want to take this opportunity to welcome you to our ever-growing community!<br/></p>
+                                            <p class="">Here is your link to download our product catalog for free.</p>
+                                            <p class=""><a t-att-href="company_website" role="button" class="btn btn-primary" data-bs-original-title="" title="">Download</a></p>
+                                            <p class=""><br/></p>
+                                            <p class="o_default_snippet_text">Enjoy,</p>
+                                            <img src="/mass_mailing/static/src/img/theme_default/signature.png" style="width:125px; margin-top:8px;margin-bottom:-25px;" alt="Demo Signature" class="img-fluid"/>
+                                            <p>
+                                                <small>
+                                                    <strong class="o_default_snippet_text">Michael Fletcher</strong>
+                                                    <br/><small class="">Community Manager</small>
+                                                </small>
+                                            </p>
+                                        </div>
+                                    </div>
+                                    <div class="row">
+                                        <div class="col-12 o_mail_h_padding o_mail_v_padding"><br/></div>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+     </template>
+</odoo>

extra-addons/marketing_automation/data/templates/mail_template_body_join_partnership_template.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="mail_template_body_join_partnership_template">
+        <div class="o_layout o_default_theme">
+            <div class="container o_mail_wrapper" style="text-align: center;">
+                <div class="row">
+                    <div class="col o_mail_no_resize o_mail_wrapper_td oe_structure o_editable">
+                        <div class="o_mail_block_header_logo mb16" data-snippet="s_mail_block_header_logo">
+                            <div class="o_mail_snippet_general">
+                                <div class="container o_mail_table_styles o_mail_h_padding">
+                                    <div class="row">
+                                        <div class="col-2"></div>
+                                        <div valign="center" class="col-8 o_mail_logo_container text-center o_mail_v_padding">
+                                            <a href="http://www.example.com">
+                                                <img border="0" src="/mass_mailing/static/src/img/theme_default/s_default_image_header_logo.png" style="max-width:400px;" alt="Your Logo" class="img-fluid"/>
+                                            </a>
+                                        </div>
+                                        <div class="col-2" style="text-align:right"></div>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="o_mail_block_title_text" data-snippet="s_mail_block_title_text">
+                            <div class="o_mail_snippet_general">
+                                <div class="container o_mail_table_styles">
+                                    <div class="row">
+                                        <div class="col-12 o_mail_h_padding o_mail_v_padding">
+                                            <h2 class="mt0">Join partnership!</h2>
+                                            <p class="">We want to take this opportunity to welcome you to our ever-growing community!<br/></p>
+                                            <p class="">Here is the link to download our product catalog.</p>
+                                            <p class=""><a t-att-href="company_website" role="button" class="btn btn-primary" data-bs-original-title="" title="">Download</a></p>
+                                            <p class=""><br/></p>
+                                            <p class="o_default_snippet_text">Enjoy,</p>
+                                            <img src="/mass_mailing/static/src/img/theme_default/signature.png" style="width:125px; margin-top:8px;margin-bottom:-25px;" alt="Demo Signature" class="img-fluid"/>
+                                            <p><small><strong class="o_default_snippet_text">Michael Fletcher</strong><br/><small class="">Community Manager</small></small></p>
+                                        </div>
+                                    </div>
+                                    <div class="row">
+                                        <div class="col-12 o_mail_h_padding o_mail_v_padding"><br/></div>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </template>
+</odoo>

extra-addons/marketing_automation/data/templates/mail_template_body_welcome_template.xml

@@ -0,0 +1,100 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="mail_template_body_welcome_template">
+        <div class="o_layout oe_unremovable oe_unmovable bg-200 o_default_theme" data-name="Mailing">
+                <style id="design-element">.o_mail_wrapper h2 {
+                    font-weight: bolder;
+                }
+                .o_mail_wrapper p {
+                    color: rgb(108, 117, 125);
+                }
+                .o_mail_wrapper p > * {
+                    color: rgb(108, 117, 125);
+                }
+                .o_mail_wrapper li {
+                    color: rgb(108, 117, 125);
+                }
+                .o_mail_wrapper li > * {
+                    color: rgb(108, 117, 125);
+                }
+                .o_mail_wrapper hr {
+                    border-top-color: rgb(206, 212, 218) !important;
+                }</style>
+                    <div class="container o_mail_wrapper o_mail_regular oe_unremovable">
+                        <div class="row">
+                            <div class="col o_mail_no_options o_mail_wrapper_td bg-white oe_structure o_editable theme_selection_done">
+                                <div class="s_header_logo o_mail_block_header_logo o_mail_snippet_general pt16 pb16">
+                                    <div class="container">
+                                        <div class="row">
+                                            <div class="col-lg-4"></div>
+                                            <div class="col-lg-4" style="text-align: center;">
+                                                <a style="text-decoration:none;" target="_blank" t-att-href="db_host">
+                                                    <img border="0" src="/mass_mailing/static/src/img/theme_default/s_default_image_header_logo.png" width="180" class="img-fluid"/>
+                                                    </a>
+                                                </div>
+                                                <div class="col-lg-4" style="text-align: right;"></div>
+                                            </div>
+                                        </div>
+                                    </div>
+                                    <div class="s_text_block o_mail_snippet_general pt40 pb16" style="padding-left: 15px; padding-right: 15px;">
+                                        <div class="container s_allow_columns">
+                                            <h2>Thank you for joining us!</h2>
+                                            <p>
+                                                <br/>We want to take this opportunity to welcome you to our ever-growing community!
+                                                <br/>Your platform is ready for work, it will help you reduce the costs of digital signatures, attract new customers and increase sales.
+                                            </p>
+                                            <p>
+                                                <img src="/mass_mailing/static/src/img/theme_default/signature.png" style="width:125px; margin-top:8px;margin-bottom:-25px;" alt="Signature" class="img-fluid"/>
+                                            </p>
+                                            <p>Michael Fletcher
+                                                <br/>
+                                                <span style="font-size: 12px; font-weight: bolder;">Customer Service</span>
+                                            </p>
+                                            <p style="text-align: center;">
+                                                <a role="button" t-att-href="db_host" class="btn btn-primary">LOGIN</a>
+                                            </p>
+                                        </div>
+                                    </div>
+                                    <div class="s_hr pt16 pb16" data-snippet="s_hr" data-name="Separator">
+                                        <hr class="s_hr_1px s_hr_solid"/>
+                                    </div>
+                                    <div class="s_footer_social o_mail_block_footer_social o_mail_footer_social_left o_mail_snippet_general">
+                                        <div class="container">
+                                            <div class="row">
+                                                <div class="col-lg o_mail_footer_description">
+                                                    <p>
+                                                        <strong>YourCompany</strong>
+                                                    </p>
+                                                    <div class="o_mail_footer_links">
+                                                        <a role="button" href="/unsubscribe_from_list" class="btn btn-link">Unsubscribe</a>
+                                                    </div>
+                                                </div>
+                                                <div class="col-lg" align="right">
+                                                    <div class="o_mail_footer_social pb16">
+                                                        <a aria-label="Facebook" title="Facebook" href="https://www.facebook.com/Odoo">
+                                                            <span class="fa fa-facebook"></span>
+                                                        </a>&#160;&#160;         
+                                                        <a style="margin-left:10px" aria-label="LinkedIn" title="LinkedIn" href="https://www.linkedin.com/company/odoo">
+                                                            <span class="fa fa-linkedin"></span>
+                                                        </a>&#160;&#160;          
+                                                        <a style="margin-left:10px" aria-label="X" title="X" href="https://twitter.com/Odoo">
+                                                            <span class="fa fa-twitter"></span>
+                                                        </a>&#160;&#160;           
+                                                        <a style="margin-left:10px" aria-label="Instagram" title="Instagram" href="https://www.instagram.com/explore/tags/odoo/">
+                                                            <span class="fa fa-instagram"></span>
+                                                        </a>&#160;&#160;               
+                                                        <a style="margin-left:10px" aria-label="TikTok" title="TikTok" href="https://www.tiktok.com/@odoo">
+                                                            <span class="fa fa-tiktok"></span>
+                                                        </a>
+                                                    </div>
+                                                    <p class="o_mail_footer_copy">© 2023 All Rights Reserved</p>
+                                                </div>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </div>
+                    </div>
+        </div>
+    </template>
+</odoo>

extra-addons/marketing_automation/data/templates/mail_template_body_yellow_discount_template.xml

@@ -0,0 +1,163 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+   <template id="mail_template_body_yellow_discount_template">
+        <div class="o_layout oe_unremovable oe_unmovable bg-200 o_solar_theme" data-name="Mailing">
+                <style id="design-element">
+                    .o_mail_wrapper h1 {
+                        font-weight: bolder;
+                    }
+                    .o_mail_wrapper h2 {
+                        font-weight: bolder;
+                    }
+                    .o_mail_wrapper h3 {
+                        font-size: 18px;
+                        font-weight: bolder;
+                    }
+                    .o_mail_wrapper a:not(.btn) {
+                        color: rgb(0, 0, 0);
+                    }
+                    .o_mail_wrapper a.btn.btn-link {
+                        color: rgb(0, 0, 0);
+                    }
+                    .o_mail_wrapper a.btn.btn-primary {
+                        background-color: rgb(0, 0, 0);
+                        border-color: rgb(0, 0, 0);
+                    }
+                    .o_mail_wrapper a.btn.btn-outline-primary {
+                        background-color: rgb(0, 0, 0);
+                        border-color: rgb(0, 0, 0);
+                    }
+                    .o_mail_wrapper a.btn.btn-fill-primary {
+                        background-color: rgb(0, 0, 0);
+                        border-color: rgb(0, 0, 0);
+                    }
+                    .o_mail_wrapper hr {
+                        width: 75%;
+                    }
+                </style>
+            <div class="container o_mail_wrapper o_mail_regular oe_unremovable">
+                <div class="row">
+                    <div class="col o_mail_no_options o_mail_wrapper_td bg-white oe_structure o_editable theme_selection_done">
+                        <div class="s_header_text_social o_mail_block_header_text_social o_mail_snippet_general pt16 pb16" data-snippet="s_mail_block_header_text_social" data-name="Left Text">
+                            <div class="container">
+                                <div class="row">
+                                    <div class="col-lg-4 pt16 pb16">
+                                        <h1>
+                                            <a target="_blank" t-att-href="db_host">
+                                                <span style="color: rgb(255, 187, 0) !important; font-size: 32px" class="fa fa-1x fa-sun-o"></span>
+                                            </a>
+                                            <span style="font-size: 32px;">
+                                                <font style="font-weight: bolder; color: rgb(255, 255, 255); background-color: rgb(255, 187, 0);">SOLAR</font>
+                                            </span>
+                                        </h1>
+                                    </div>
+                                    <div class="col-lg-8 o_mail_header_social" style="text-align:right;">
+                                        <a href="/view">
+                                            <span style="font-weight: bolder;">View online</span>&#160;
+                                            <span class="fa fa-external-link"></span>
+                                        </a>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="s_title o_mail_snippet_general pt72 pb80" data-snippet="s_title" data-name="Title" style="background-color: rgb(255, 187, 0) !important;">
+                            <div class="container s_allow_columns">
+                                <h1 style="text-align:center">
+                                    <font style="font-size: 62px; background-color: rgb(255, 255, 255);">&#160;10% OFF&#160;</font>
+                                    <br/>
+                                    <font style="font-size: 62px; background-color: rgb(255, 255, 255);">&#160;SALES&#160;</font>
+                                </h1>
+                            </div>
+                        </div>
+                        <div class="s_discount2 o_mail_block_discount2 o_mail_snippet_general pt32 pb32" data-name="Promo Code" style="padding-left: 15px; padding-right: 15px;">
+                            <h2 style="text-align: center;">GET 10%&#160;OFF</h2>
+                            <p style="text-align: center;">
+                                    Valid on all sales prices in our webshop.
+                                </p>
+                            <table border="0" cellpadding="0" cellspacing="0" align="center" class="border" style="border-collapse: collapse; border-color: rgb(255, 187, 0) !important; border-width: 3px !important; mso-table-lspace:0pt; mso-table-rspace:0pt;">
+                                <tbody>
+                                    <tr>
+                                        <td width="50" height="50" align="center" class="o_mail_no_resize o_cc" style="width:50px!important; min-width: 50px; max-width:5.6rem; text-align: center">
+                                            <i class="fa fa-2x fa-ticket" style="color: rgb(255, 187, 0) !important;"></i>
+                                        </td>
+                                        <td width="200" height="50" align="center" class="o_cc" style="min-width: 150px; width: 200px; text-align: center;">
+                                            <p class="mb0">ENDOFSUMMER20</p>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                            <br/>
+                            <p style="text-align:center;">
+                                <a role="button" class="btn btn-primary btn-lg" t-att-href="company_website">Visit the website</a>
+                            </p>
+                        </div>
+                        <div class="s_hr pt16 pb16" data-snippet="s_hr" data-name="Separator">
+                            <hr class="s_hr_1px s_hr_solid"/>
+                        </div>
+                        <div class="s_features o_mail_snippet_general" data-snippet="s_features" data-name="Features">
+                            <div class="container">
+                                <div class="row">
+                                    <div class="col-lg-4 pt16 pb16" style="text-align:center;">
+                                        <img alt="Customer Service" src="/mass_mailing_themes/static/src/img/theme_promotion/s_default_image_product_1.jpg" class="img-fluid o_we_custom_image mx-auto d-block" style="width: 100px;"/>
+                                        <h3>24/7 
+                                            <br/>Customer Service  
+                                        </h3>
+                                    </div>
+                                    <div class="col-lg-4 pt16 pb16" style="text-align:center;">
+                                        <img alt="Free Delivery" src="/mass_mailing_themes/static/src/img/theme_promotion/s_default_image_product_2.jpg" class="img-fluid o_we_custom_image mx-auto d-block" style="width: 100px;"/>
+                                        <h3 style="text-align:center;">Free delivery*</h3>
+                                        <p style="text-align:center;">*For orders over $39.</p>
+                                    </div>
+                                    <div class="col-lg-4 pt16 pb16" style="text-align:center;">
+                                        <img alt="Easy Returns" src="/mass_mailing_themes/static/src/img/theme_promotion/s_default_image_product_3.jpg" class="img-fluid o_we_custom_image mx-auto d-block" style="width: 100px;"/>
+                                        <h3 style="text-align:center;">Easy Returns</h3>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="s_footer_social o_mail_block_footer_social o_mail_footer_social_left o_mail_snippet_general pt16 pb16" data-snippet="s_mail_block_footer_social_left" data-name="Footer Left" style="background-color: rgb(255, 187, 0) !important;">
+                            <div class="container">
+                                <div class="row">
+                                    <div class="col-lg-6">
+                                        <p>
+                                            <span style="font-weight: bolder;">
+                                                <font style="background-color: rgb(255, 255, 255); color: rgb(255, 187, 0);">SOLAR</font>
+                                            </span>
+                                        </p>
+                                        <div class="o_mail_footer_links">
+                                            <a role="button" href="/unsubscribe_from_list" class="btn btn-link ">
+                                            Unsubscribe
+                                        </a>
+                                        </div>
+                                    </div>
+                                    <div class="col-lg-6">
+                                        <div class="pb16" style="text-align: right;">
+                                            <a aria-label="Facebook" title="Facebook" href="https://www.facebook.com/Odoo">
+                                                <span class="fa fa-facebook rounded bg-black" style="color: rgb(255, 187, 0) !important;"></span>
+                                            </a>&#160;&#160;  
+                                            <a style="margin-left:10px" aria-label="LinkedIn" title="LinkedIn" href="https://www.linkedin.com/company/odoo">
+                                                <span class="fa fa-linkedin rounded bg-black" style="color: rgb(255, 187, 0) !important;"></span>
+                                            </a>&#160;&#160;  
+                                            <a style="margin-left:10px" aria-label="X" title="X" href="https://twitter.com/Odoo">
+                                                <span class="fa fa-twitter rounded bg-black" style="color: rgb(255, 187, 0) !important;"></span>​  
+                                            </a>&#160;&#160;
+                                            <a aria-label="Instagram" title="Instagram" href="https://www.instagram.com/explore/tags/odoo/">
+                                                <span class="fa fa-instagram rounded bg-black" style="color: rgb(255, 187, 0) !important;"></span>
+                                            </a>&#160;&#160;  
+                                            <a aria-label="TikTok" title="TikTok" href="https://www.tiktok.com/@odoo">
+                                                <span class="fa fa-tiktok rounded bg-black" style="color: rgb(255, 187, 0) !important;"></span>
+                                            </a>
+                                        </div>
+                                        <p style="text-align: right">
+                                            <font style="color: rgb(137, 101, 1);">© 2023 All Rights Reserved</font>
+                                        </p>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </template>
+</odoo>

extra-addons/marketing_automation/models/__init__.py

@@ -0,0 +1,11 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import marketing_activity
+from . import marketing_campaign
+from . import marketing_participant
+from . import marketing_trace
+from . import mailing_trace
+from . import mailing_mailing
+from . import utm_campaign
+from . import utm_source

extra-addons/marketing_automation/models/mailing_mailing.py

@@ -0,0 +1,68 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class MassMailing(models.Model):
+    _inherit = 'mailing.mailing'
+
+    @api.model
+    def default_get(self, fields):
+        vals = super(MassMailing, self).default_get(fields)
+        if 'subject' in fields and self.env.context.get('default_use_in_marketing_automation', False):
+            vals['subject'] = self.env.context.get('default_name')
+        return vals
+
+    use_in_marketing_automation = fields.Boolean(
+        string='Specific mailing used in marketing campaign', default=False,
+        help='Marketing campaigns use mass mailings with some specific behavior; this field is used to indicate its statistics may be suspicious.')
+    marketing_activity_ids = fields.One2many('marketing.activity', 'mass_mailing_id', string='Marketing Activities', copy=False)
+
+    # TODO: remove in master
+    def convert_links(self):
+        """Override convert_links so we can add marketing automation campaign instead of mass mail campaign"""
+        res = {}
+        done = self.env['mailing.mailing']
+        for mass_mailing in self:
+            if self.env.context.get('default_marketing_activity_id'):
+                activity = self.env['marketing.activity'].browse(self.env.context['default_marketing_activity_id'])
+                vals = {
+                    'mass_mailing_id': mass_mailing.id,
+                    'campaign_id': activity.campaign_id.utm_campaign_id.id,
+                    'source_id': activity.source_id.id,
+                    'medium_id': mass_mailing.medium_id.id,
+                }
+                res[mass_mailing.id] = mass_mailing._shorten_links(
+                    mass_mailing.body_html or '',
+                    vals,
+                    blacklist=['/unsubscribe_from_list', '/view']
+                )
+                done |= mass_mailing
+        res.update(super(MassMailing, self - done).convert_links())
+        return res
+
+    def _get_link_tracker_values(self):
+        # We don't want to create link trackers for tests
+        if self.env.context.get('active_model') == 'marketing.campaign.test':
+            return {}
+        res = super(MassMailing, self)._get_link_tracker_values()
+        if self.env.context.get('default_marketing_activity_id'):
+            activity = self.env['marketing.activity'].browse(self.env.context['default_marketing_activity_id'])
+            res['campaign_id'] = activity.campaign_id.utm_campaign_id.id
+            res['source_id'] = activity.source_id.id
+        return res
+
+    def _get_seen_list_extra(self):
+        return ('LEFT JOIN marketing_trace m ON (s.marketing_trace_id = m.id)', 'AND (m.is_test IS NULL OR m.is_test = false)')
+
+    @api.ondelete(at_uninstall=False)
+    def _unlink_if_no_linked_activities(self):
+        protected = self.filtered(lambda m: m.marketing_activity_ids)
+        if protected:
+            raise UserError(
+                _("Mailings %(mailing_names)s are used in marketing campaigns. You should take care of this before unlinking the mailings.",
+                  mailing_names=", ".join(protected.mapped("name"))
+                )
+            )

extra-addons/marketing_automation/models/mailing_trace.py

@@ -0,0 +1,40 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class MailingTrace(models.Model):
+    _inherit = 'mailing.trace'
+
+    marketing_trace_id = fields.Many2one(
+        'marketing.trace', string='Marketing Trace',
+        index=True, ondelete='cascade')
+
+    def set_clicked(self, domain=None):
+        traces = super(MailingTrace, self).set_clicked(domain=domain)
+        marketing_mail_traces = traces.filtered(lambda trace: trace.marketing_trace_id and trace.marketing_trace_id.activity_type == 'email')
+        for marketing_trace in marketing_mail_traces.marketing_trace_id:
+            marketing_trace.process_event('mail_click')
+        return traces
+
+    def set_opened(self, domain=None):
+        traces = super(MailingTrace, self).set_opened(domain=domain)
+        marketing_mail_traces = traces.filtered(lambda trace: trace.marketing_trace_id and trace.marketing_trace_id.activity_type == 'email')
+        for marketing_trace in marketing_mail_traces.marketing_trace_id:
+            marketing_trace.process_event('mail_open')
+        return traces
+
+    def set_replied(self, domain=None):
+        traces = super(MailingTrace, self).set_replied(domain=domain)
+        marketing_mail_traces = traces.filtered(lambda trace: trace.marketing_trace_id and trace.marketing_trace_id.activity_type == 'email')
+        for marketing_trace in marketing_mail_traces.marketing_trace_id:
+            marketing_trace.process_event('mail_reply')
+        return traces
+
+    def set_bounced(self, domain=None, bounce_message=False):
+        traces = super(MailingTrace, self).set_bounced(domain=domain, bounce_message=bounce_message)
+        marketing_mail_traces = traces.filtered(lambda trace: trace.marketing_trace_id and trace.marketing_trace_id.activity_type == 'email')
+        for marketing_trace in marketing_mail_traces.marketing_trace_id:
+            marketing_trace.process_event('mail_bounce')
+        return traces

extra-addons/marketing_automation/models/marketing_activity.py

@@ -0,0 +1,565 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+import json
+import logging
+import threading
+
+from ast import literal_eval
+from datetime import timedelta, date, datetime
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models, _
+from odoo.fields import Datetime
+from odoo.exceptions import ValidationError, AccessError
+from odoo.osv import expression
+from odoo.tools.misc import clean_context
+
+_logger = logging.getLogger(__name__)
+
+
+class MarketingActivity(models.Model):
+    _name = 'marketing.activity'
+    _description = 'Marketing Activity'
+    _inherit = ['utm.source.mixin']
+    _order = 'interval_standardized, id ASC'
+
+    # definition and UTM
+    activity_type = fields.Selection([
+        ('email', 'Email'),
+        ('action', 'Server Action')
+        ], string='Activity Type', required=True, default='email')
+    mass_mailing_id = fields.Many2one(
+        'mailing.mailing', string='Marketing Template', compute='_compute_mass_mailing_id',
+        readonly=False, store=True)
+    # Technical field doing the mapping of activity type and mailing type
+    mass_mailing_id_mailing_type = fields.Selection([
+        ('mail', 'Email')], string='Mailing Type', compute='_compute_mass_mailing_id_mailing_type',
+        readonly=True, store=True)
+    server_action_id = fields.Many2one(
+        'ir.actions.server', string='Server Action', compute='_compute_server_action_id',
+        readonly=False, store=True)
+    campaign_id = fields.Many2one(
+        'marketing.campaign', string='Campaign',
+        index=True, ondelete='cascade', required=True)
+    utm_campaign_id = fields.Many2one(
+        'utm.campaign', string='UTM Campaign',
+        readonly=True, related='campaign_id.utm_campaign_id')  # propagate to mailings
+    # interval
+    interval_number = fields.Integer(string='Send after', default=0)
+    interval_type = fields.Selection([
+        ('hours', 'Hours'),
+        ('days', 'Days'),
+        ('weeks', 'Weeks'),
+        ('months', 'Months')], string='Delay Type',
+        default='hours', required=True)
+    interval_standardized = fields.Integer('Send after (in hours)', compute='_compute_interval_standardized', store=True, readonly=True)
+    # validity
+    validity_duration = fields.Boolean('Validity Duration',
+        help='Check this to make sure your actions are not executed after a specific amount of time after the scheduled date. (e.g. Time-limited offer, Upcoming event, …)')
+    validity_duration_number = fields.Integer(string='Valid during', default=0)
+    validity_duration_type = fields.Selection([
+        ('hours', 'Hours'),
+        ('days', 'Days'),
+        ('weeks', 'Weeks'),
+        ('months', 'Months')],
+        default='hours', required=True)
+    # target
+    domain = fields.Char(
+        string='Applied Filter',
+        help='Activity will only be performed if record satisfies this domain, obtained from the combination of the activity filter and its inherited filter',
+        compute='_compute_inherited_domain', recursive=True, store=True, readonly=True)
+    activity_domain = fields.Char(
+        string='Activity Filter', default='[]',
+        help='Domain that applies to this activity and its child activities')
+    model_id = fields.Many2one('ir.model', related='campaign_id.model_id', string='Model', readonly=True)
+    model_name = fields.Char(related='model_id.model', string='Model Name', readonly=True)
+    # Related to parent activity
+    parent_id = fields.Many2one(
+        'marketing.activity', string='Activity', compute='_compute_parent_id',
+        index=True, readonly=False, store=True, ondelete='cascade')
+    allowed_parent_ids = fields.Many2many('marketing.activity', string='Allowed parents', help='All activities which can be the parent of this one', compute='_compute_allowed_parent_ids')
+    child_ids = fields.One2many('marketing.activity', 'parent_id', string='Child Activities')
+    trigger_type = fields.Selection([
+        ('begin', 'beginning of workflow'),
+        ('activity', 'another activity'),
+        ('mail_open', 'Mail: opened'),
+        ('mail_not_open', 'Mail: not opened'),
+        ('mail_reply', 'Mail: replied'),
+        ('mail_not_reply', 'Mail: not replied'),
+        ('mail_click', 'Mail: clicked'),
+        ('mail_not_click', 'Mail: not clicked'),
+        ('mail_bounce', 'Mail: bounced')], default='begin', required=True)
+    trigger_category = fields.Selection([('email', 'Mail')], compute='_compute_trigger_category')
+    # cron / updates
+    require_sync = fields.Boolean('Require trace sync', copy=False)
+    # For trace
+    trace_ids = fields.One2many('marketing.trace', 'activity_id', string='Traces', copy=False)
+    processed = fields.Integer(compute='_compute_statistics')
+    rejected = fields.Integer(compute='_compute_statistics')
+    total_sent = fields.Integer(compute='_compute_statistics')
+    total_click = fields.Integer(compute='_compute_statistics')
+    total_open = fields.Integer(compute='_compute_statistics')
+    total_reply = fields.Integer(compute='_compute_statistics')
+    total_bounce = fields.Integer(compute='_compute_statistics')
+    statistics_graph_data = fields.Char(compute='_compute_statistics_graph_data')
+    # activity summary
+    activity_summary = fields.Html(string='Activity Summary', compute='_compute_activity_summary')
+
+    @api.constrains('trigger_type', 'parent_id')
+    def _check_consistency_in_activities(self):
+        """Check the consistency in the activity chaining."""
+        for activity in self:
+            if (activity.parent_id or activity.allowed_parent_ids) and activity.parent_id not in activity.allowed_parent_ids:
+                trigger_string = dict(activity._fields['trigger_type']._description_selection(self.env))[activity.trigger_type]
+                raise ValidationError(
+                    _('You are trying to set the activity "%(parent_activity)s" as "%(parent_type)s" while its child "%(activity)s" has the trigger type "%(trigger_type)s"\nPlease modify one of those activities before saving.',
+                      parent_activity=activity.parent_id.name, parent_type=activity.parent_id.activity_type, activity=activity.name, trigger_type=trigger_string))
+
+    @api.depends('activity_type')
+    def _compute_mass_mailing_id_mailing_type(self):
+        for activity in self:
+            if activity.activity_type == 'email':
+                activity.mass_mailing_id_mailing_type = 'mail'
+            elif activity.activity_type == 'action':
+                activity.mass_mailing_id_mailing_type = False
+
+    @api.depends('mass_mailing_id_mailing_type')
+    def _compute_mass_mailing_id(self):
+        for activity in self:
+            if activity.mass_mailing_id_mailing_type != activity.mass_mailing_id.mailing_type:
+                activity.mass_mailing_id = False
+
+    @api.depends('activity_type')
+    def _compute_server_action_id(self):
+        for activity in self:
+            if activity.activity_type != 'action':
+                activity.server_action_id = False
+
+    @api.depends('activity_domain', 'campaign_id.domain', 'parent_id.domain')
+    def _compute_inherited_domain(self):
+        for activity in self:
+            domain = expression.AND([literal_eval(activity.activity_domain or '[]'),
+                                     literal_eval(activity.campaign_id.domain or '[]')])
+            ancestor = activity.parent_id
+            while ancestor:
+                domain = expression.AND([domain, literal_eval(ancestor.activity_domain or '[]')])
+                ancestor = ancestor.parent_id
+            activity.domain = domain
+
+    @api.depends('interval_type', 'interval_number')
+    def _compute_interval_standardized(self):
+        factors = {'hours': 1,
+                   'days': 24,
+                   'weeks': 168,
+                   'months': 720}
+        for activity in self:
+            activity.interval_standardized = activity.interval_number * factors[activity.interval_type]
+
+    @api.depends('trigger_type')
+    def _compute_parent_id(self):
+        for activity in self:
+            if not activity.parent_id or (activity.parent_id and activity.trigger_type == 'begin'):
+                activity.parent_id = False
+
+    @api.depends('trigger_type', 'campaign_id.marketing_activity_ids')
+    def _compute_allowed_parent_ids(self):
+        for activity in self:
+            if activity.trigger_type == 'activity':
+                activity.allowed_parent_ids = activity.campaign_id.marketing_activity_ids.filtered(
+                    lambda parent_id: parent_id.ids != activity.ids)
+            elif activity.trigger_category:
+                activity.allowed_parent_ids = activity.campaign_id.marketing_activity_ids.filtered(
+                    lambda parent_id: parent_id.ids != activity.ids and parent_id.activity_type == activity.trigger_category)
+            else:
+                activity.allowed_parent_ids = False
+
+    @api.depends('trigger_type')
+    def _compute_trigger_category(self):
+        for activity in self:
+            if activity.trigger_type in ['mail_open', 'mail_not_open', 'mail_reply', 'mail_not_reply',
+                                         'mail_click', 'mail_not_click', 'mail_bounce']:
+                activity.trigger_category = 'email'
+            else:
+                activity.trigger_category = False
+
+    @api.depends('activity_type', 'trace_ids')
+    def _compute_statistics(self):
+        # Fix after ORM-pocalyspe : Update in any case, otherwise, None to some values (crash)
+        self.update({
+            'total_bounce': 0, 'total_reply': 0, 'total_sent': 0,
+            'rejected': 0, 'total_click': 0, 'processed': 0, 'total_open': 0,
+        })
+        if self.ids:
+            activity_data = {activity._origin.id: {} for activity in self}
+            for stat in self._get_full_statistics():
+                activity_data[stat.pop('activity_id')].update(stat)
+            for activity in self:
+                activity.update(activity_data[activity._origin.id])
+
+    @api.depends('activity_type', 'trace_ids')
+    def _compute_statistics_graph_data(self):
+        if not self.ids:
+            date_range = [date.today() - timedelta(days=d) for d in range(0, 15)]
+            date_range.reverse()
+            default_values = [{'x': date_item.strftime('%d %b'), 'y': 0} for date_item in date_range]
+            self.statistics_graph_data = json.dumps([
+                {'points': default_values, 'label': _('Success'), 'color': '#28A745'},
+                {'points': default_values, 'label': _('Rejected'), 'color': '#D23f3A'}])
+        else:
+            activity_data = {activity._origin.id: {} for activity in self}
+            for act_id, graph_data in self._get_graph_statistics().items():
+                activity_data[act_id]['statistics_graph_data'] = json.dumps(graph_data)
+            for activity in self:
+                activity.update(activity_data[activity._origin.id])
+
+    def _get_activity_summary_dependencies(self):
+        return ['activity_type', 'mass_mailing_id', 'server_action_id', 'interval_number', 'interval_type', 'trigger_type', 'parent_id', 'validity_duration', 'validity_duration_number', 'validity_duration_type']
+
+    @api.depends(lambda self: self._get_activity_summary_dependencies())
+    def _compute_activity_summary(self):
+        """ Compute activity summary based on selection made by user, which includes information about the
+        activity's starting point, the linked Server Action or Mail/SMS Template, trigger type, and the expiry duration.
+        """
+        for activity in self:
+            activity.activity_summary = self.env['ir.qweb']._render('marketing_automation.marketing_activity_summary_template', {
+                'activity': activity,
+                'parent_activity_name': activity.parent_id.name,
+                'activity_type_label': dict(activity._fields['activity_type']._description_selection(self.env))[activity.activity_type],
+                'interval_type_label': dict(activity._fields['interval_type']._description_selection(self.env))[activity.interval_type],
+                'validity_duration_type_label': dict(activity._fields['validity_duration_type']._description_selection(self.env))[activity.validity_duration_type]
+            })
+
+    @api.constrains('parent_id')
+    def _check_parent_id(self):
+        if self._has_cycle():
+            raise ValidationError(_("Error! You can't create recursive hierarchy of Activity."))
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for values in vals_list:
+            campaign_id = values.get('campaign_id')
+            if not campaign_id:
+                campaign_id = self.default_get(['campaign_id'])['campaign_id']
+            values['require_sync'] = self.env['marketing.campaign'].browse(campaign_id).state == 'running'
+        return super().create(vals_list)
+
+    def copy_data(self, default=None):
+        """ When copying the activities, we should also copy their mailings. """
+        default = dict(default or {})
+        if self.mass_mailing_id:
+            default['mass_mailing_id'] = self.mass_mailing_id.copy().id
+        return super(MarketingActivity, self).copy_data(default=default)
+
+    def write(self, values):
+        if any(field in values.keys() for field in ('interval_number', 'interval_type')):
+            values['require_sync'] = True
+        return super(MarketingActivity, self).write(values)
+
+    def _get_full_statistics(self):
+        self.env.cr.execute("""
+            SELECT
+                trace.activity_id,
+                COUNT(stat.sent_datetime) AS total_sent,
+                COUNT(stat.links_click_datetime) AS total_click,
+                COUNT(stat.trace_status) FILTER (WHERE stat.trace_status = 'reply') AS total_reply,
+                COUNT(stat.trace_status) FILTER (WHERE stat.trace_status in ('open', 'reply')) AS total_open,
+                COUNT(stat.trace_status) FILTER (WHERE stat.trace_status = 'bounce') AS total_bounce,
+                COUNT(trace.state) FILTER (WHERE trace.state = 'processed') AS processed,
+                COUNT(trace.state) FILTER (WHERE trace.state = 'rejected') AS rejected
+            FROM
+                marketing_trace AS trace
+            LEFT JOIN
+                mailing_trace AS stat
+                ON (stat.marketing_trace_id = trace.id)
+            JOIN
+                marketing_participant AS part
+                ON (trace.participant_id = part.id)
+            WHERE
+                (part.is_test = false or part.is_test IS NULL) AND
+                trace.activity_id IN %s
+            GROUP BY
+                trace.activity_id;
+        """, (tuple(self.ids), ))
+        return self.env.cr.dictfetchall()
+
+    def _get_graph_statistics(self):
+        """ Compute activities statistics based on their traces state for the last fortnight """
+        past_date = (Datetime.from_string(Datetime.now()) + timedelta(days=-14)).strftime('%Y-%m-%d 00:00:00')
+        stat_map = {}
+        base = date.today() + timedelta(days=-14)
+        date_range = [base + timedelta(days=d) for d in range(0, 15)]
+
+        self.env.cr.execute("""
+            SELECT
+                activity.id AS activity_id,
+                trace.schedule_date::date AS dt,
+                count(*) AS total,
+                trace.state
+            FROM
+                marketing_trace AS trace
+            JOIN
+                marketing_activity AS activity
+                ON (activity.id = trace.activity_id)
+            WHERE
+                activity.id IN %s AND
+                trace.schedule_date >= %s AND
+                (trace.is_test = false or trace.is_test IS NULL)
+            GROUP BY activity.id , dt, trace.state
+            ORDER BY dt;
+        """, (tuple(self.ids), past_date))
+
+        for stat in self.env.cr.dictfetchall():
+            stat_map[(stat['activity_id'], stat['dt'], stat['state'])] = stat['total']
+        graph_data = {}
+        for activity in self:
+            success = []
+            rejected = []
+            for i in date_range:
+                x = i.strftime('%d %b')
+                success.append({
+                    'x': x,
+                    'y': stat_map.get((activity._origin.id, i, 'processed'), 0)
+                })
+                rejected.append({
+                    'x': x,
+                    'y': stat_map.get((activity._origin.id, i, 'rejected'), 0)
+                })
+            graph_data[activity._origin.id] = [
+                {'points': success, 'label': _('Success'), 'color': '#28A745'},
+                {'points': rejected, 'label': _('Rejected'), 'color': '#D23f3A'}
+            ]
+        return graph_data
+
+    def execute(self, domain=None):
+        # auto-commit except in testing mode
+        auto_commit = not getattr(threading.current_thread(), 'testing', False)
+
+        # organize traces by activity
+        trace_domain = [
+            ('schedule_date', '<=', Datetime.now()),
+            ('state', '=', 'scheduled'),
+            ('activity_id', 'in', self.ids),
+            ('participant_id.state', '=', 'running'),
+        ]
+        if domain:
+            trace_domain += domain
+        trace_to_activities = {
+            activity: traces
+            for activity, traces in self.env['marketing.trace']._read_group(
+                trace_domain, groupby=['activity_id'], aggregates=['id:recordset']
+            )
+        }
+
+        # execute activity on their traces
+        BATCH_SIZE = 500  # same batch size as the MailComposer
+        for activity, traces in trace_to_activities.items():
+            for traces_batch in (traces[i:i + BATCH_SIZE] for i in range(0, len(traces), BATCH_SIZE)):
+                activity.execute_on_traces(traces_batch)
+                if auto_commit:
+                    self.env.cr.commit()
+
+    def execute_on_traces(self, traces):
+        """ Execute current activity on given traces.
+
+        :param traces: record set of traces on which the activity should run
+        """
+        self.ensure_one()
+        new_traces = self.env['marketing.trace']
+
+        if self.validity_duration:
+            duration = relativedelta(**{self.validity_duration_type: self.validity_duration_number})
+            invalid_traces = traces.filtered(
+                lambda trace: not trace.schedule_date or trace.schedule_date + duration < datetime.now()
+            )
+            invalid_traces.action_cancel()
+            traces = traces - invalid_traces
+
+        # Filter traces not fitting the activity filter and whose record has been deleted
+        if self.domain:
+            rec_domain = literal_eval(self.domain)
+        else:
+            rec_domain = literal_eval(self.campaign_id.domain or '[]')
+        if rec_domain:
+            user_id = self.campaign_id.user_id or self.env.user
+            rec_valid = self.env[self.model_name].with_context(lang=user_id.lang).search(rec_domain)
+            rec_ids_domain = rec_valid.ids
+
+            traces_allowed = traces.filtered(lambda trace: trace.res_id in rec_ids_domain)
+            traces_rejected = traces.filtered(lambda trace: trace.res_id not in rec_ids_domain)  # either rejected, either deleted record
+        else:
+            traces_allowed = traces
+            traces_rejected = self.env['marketing.trace']
+
+        if traces_allowed:
+            activity_method = getattr(self, '_execute_%s' % (self.activity_type))
+            new_traces += self._generate_children_traces(traces_allowed)
+            activity_method(traces_allowed)
+            traces.mapped('participant_id').check_completed()
+
+        if traces_rejected:
+            traces_rejected.write({
+                'state': 'rejected',
+                'state_msg': _('Rejected by activity filter or record deleted / archived')
+            })
+            traces_rejected.mapped('participant_id').check_completed()
+
+        return new_traces
+
+    def _execute_action(self, traces):
+        if not self.server_action_id:
+            return False
+
+        # Do a loop here because we have to try / catch each execution separately to ensure other traces are executed
+        # and proper state message stored
+        traces_ok = self.env['marketing.trace']
+        for trace in traces:
+            action = self.server_action_id.with_context(
+                active_model=self.model_name,
+                active_ids=[trace.res_id],
+                active_id=trace.res_id,
+            )
+            try:
+                action.run()
+            except Exception as e:
+                _logger.warning('Marketing Automation: activity <%s> encountered server action issue %s', self.id, str(e), exc_info=True)
+                trace.write({
+                    'state': 'error',
+                    'schedule_date': Datetime.now(),
+                    'state_msg': _('Exception in server action: %s', e),
+                })
+            else:
+                traces_ok += trace
+
+        # Update status
+        traces_ok.write({
+            'state': 'processed',
+            'schedule_date': Datetime.now(),
+        })
+        return True
+
+    def _execute_email(self, traces):
+        # we only allow to continue if the user has sufficient rights, as a sudo() follows
+        if not self.env.is_superuser() and not self.env.user.has_group('marketing_automation.group_marketing_automation_user'):
+            raise AccessError(_('To use this feature you should be an administrator or belong to the marketing automation group.'))
+
+        def _uniquify_list(seq):
+            seen = set()
+            return [x for x in seq if x not in seen and not seen.add(x)]
+        res_ids = _uniquify_list(traces.mapped('res_id'))
+        ctx = dict(clean_context(self._context), default_marketing_activity_id=self.ids[0], active_ids=res_ids)
+        mailing = self.mass_mailing_id.sudo().with_context(ctx)
+        try:
+            mailing.action_send_mail(res_ids)
+        except Exception as e:
+            _logger.warning('Marketing Automation: activity <%s> encountered mass mailing issue %s', self.id, str(e), exc_info=True)
+            traces.write({
+                'state': 'error',
+                'schedule_date': Datetime.now(),
+                'state_msg': _('Exception in mass mailing: %s', e),
+            })
+        else:
+            # TDE Note: bounce is not really set at launch, let us consider it as an error
+            failed_stats = self.env['mailing.trace'].sudo().search([
+                ('marketing_trace_id', 'in', traces.ids),
+                ('trace_status', 'in', ['error', 'bounce', 'cancel'])
+            ])
+            error_doc_ids = [stat.res_id for stat in failed_stats if stat.trace_status in ('error', 'bounce')]
+            cancel_doc_ids = [stat.res_id for stat in failed_stats if stat.trace_status == 'cancel']
+
+            processed_traces = traces
+            canceled_traces = traces.filtered(lambda trace: trace.res_id in cancel_doc_ids)
+            error_traces = traces.filtered(lambda trace: trace.res_id in error_doc_ids)
+
+            if canceled_traces:
+                canceled_traces.write({
+                    'state': 'canceled',
+                    'schedule_date': Datetime.now(),
+                    'state_msg': _('Email cancelled')
+                })
+                processed_traces = processed_traces - canceled_traces
+            if error_traces:
+                error_traces.write({
+                    'state': 'error',
+                    'schedule_date': Datetime.now(),
+                    'state_msg': _('Email failed')
+                })
+                processed_traces = processed_traces - error_traces
+            if processed_traces:
+                processed_traces.write({
+                    'state': 'processed',
+                    'schedule_date': Datetime.now(),
+                })
+        return True
+
+    def _generate_children_traces(self, traces):
+        """Generate child traces for child activities and compute their schedule date except for mail_open,
+        mail_click, mail_reply, mail_bounce which are computed when processing the mail event """
+        child_traces = self.env['marketing.trace']
+        cron_trigger_dates = set()
+        for activity in self.child_ids:
+            activity_offset = relativedelta(**{activity.interval_type: activity.interval_number})
+
+            for trace in traces:
+                vals = {
+                    'parent_id': trace.id,
+                    'participant_id': trace.participant_id.id,
+                    'activity_id': activity.id
+                }
+                if activity.trigger_type in self._get_reschedule_trigger_types():
+                    schedule_date = Datetime.from_string(trace.schedule_date) + activity_offset
+                    vals['schedule_date'] = schedule_date
+                    cron_trigger_dates.add(schedule_date)
+                child_traces += child_traces.create(vals)
+
+        if cron_trigger_dates:
+            # based on created activities, we schedule CRON triggers that match the scheduled_dates
+            # we use a set to only trigger the CRON once per timeslot event if there are multiple
+            # marketing.participants
+            cron = self.env.ref('marketing_automation.ir_cron_campaign_execute_activities')
+            cron._trigger(cron_trigger_dates)
+
+        return child_traces
+
+    def _get_reschedule_trigger_types(self):
+        """ Retrieve a set of trigger types used for rescheduling actions.
+        The marketing activity will be rescheduled after these triggers are activated.
+        :returns set[str]: set of elements, each containing trigger_type
+        """
+        return {'activity', 'mail_not_open', 'mail_not_click', 'mail_not_reply'}
+
+    def action_view_sent(self):
+        return self._action_view_documents_filtered('sent')
+
+    def action_view_replied(self):
+        return self._action_view_documents_filtered('reply')
+
+    def action_view_clicked(self):
+        return self._action_view_documents_filtered('click')
+
+    def action_view_opened(self):
+        return self._action_view_documents_filtered('open')
+
+    def _action_view_documents_filtered(self, view_filter):
+        if not self.mass_mailing_id:  # Only available for mass mailing
+            return False
+        action = self.env["ir.actions.actions"]._for_xml_id("marketing_automation.marketing_participants_action_mail")
+
+        if view_filter == 'reply':
+            found_traces = self.trace_ids.filtered(lambda trace: trace.mailing_trace_status == view_filter)
+        elif view_filter == 'open':
+            found_traces = self.trace_ids.filtered(lambda trace: trace.mailing_trace_status in ('open', 'reply'))
+        elif view_filter == 'sent':
+            found_traces = self.trace_ids.filtered('mailing_trace_ids.sent_datetime')
+        elif view_filter == 'click':
+            found_traces = self.trace_ids.filtered('mailing_trace_ids.links_click_datetime')
+        else:
+            found_traces = self.env['marketing.trace']
+
+        participants = found_traces.participant_id
+        action.update({
+            'display_name': _('Participants of %(activity)s (%(filter)s)', activity=self.name, filter=view_filter),
+            'domain': [('id', 'in', participants.ids)],
+            'context': dict(self._context, create=False)
+        })
+        return action

extra-addons/marketing_automation/models/marketing_campaign.py

@@ -0,0 +1,879 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from collections import defaultdict
+import threading
+
+from ast import literal_eval
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models, tools, _
+from odoo.fields import Datetime
+from odoo.exceptions import ValidationError, AccessError
+from odoo.tools import convert
+
+
+class MarketingCampaign(models.Model):
+    _name = 'marketing.campaign'
+    _description = 'Marketing Campaign'
+    _inherits = {'utm.campaign': 'utm_campaign_id'}
+    _order = 'create_date DESC'
+
+    utm_campaign_id = fields.Many2one('utm.campaign', 'UTM Campaign', ondelete='restrict', required=True)
+    active = fields.Boolean(default=True)
+    state = fields.Selection([
+        ('draft', 'New'),
+        ('running', 'Running'),
+        ('stopped', 'Stopped')
+        ], copy=False, default='draft',
+        group_expand=True)
+    model_id = fields.Many2one(
+        'ir.model', string='Model', index=True, required=True, ondelete='cascade',
+        default=lambda self: self.env.ref('base.model_res_partner', raise_if_not_found=False),
+        domain="['&', ('is_mail_thread', '=', True), ('model', '!=', 'mail.blacklist')]")
+    model_name = fields.Char(string='Model Name', related='model_id.model', readonly=True, store=True)
+    unique_field_id = fields.Many2one(
+        'ir.model.fields', string='Unique Field',
+        compute='_compute_unique_field_id', readonly=False, store=True,
+        domain="[('model_id', '=', model_id), ('ttype', 'in', ['char', 'int', 'many2one', 'text', 'selection'])]",
+        help="""Used to avoid duplicates based on model field.\ne.g.
+                For model 'Customers', select email field here if you don't
+                want to process records which have the same email address""")
+    domain = fields.Char(string="Filter", compute='_compute_domain', readonly=False, store=True)
+    # Mailing Filter
+    mailing_filter_id = fields.Many2one(
+        'mailing.filter', string='Favorite Filter',
+        domain="[('mailing_model_name', '=', model_name)]",
+        compute='_compute_mailing_filter_id', readonly=False, store=True)
+    mailing_filter_domain = fields.Char('Favorite filter domain', related='mailing_filter_id.mailing_domain')
+    mailing_filter_count = fields.Integer('# Favorite Filters', compute='_compute_mailing_filter_count')
+    # activities
+    marketing_activity_ids = fields.One2many('marketing.activity', 'campaign_id', string='Activities', copy=False)
+    mass_mailing_count = fields.Integer('# Mailings', compute='_compute_mass_mailing_count')
+    link_tracker_click_count = fields.Integer('# Clicks', compute='_compute_link_tracker_click_count')
+    last_sync_date = fields.Datetime(string='Last activities synchronization', copy=False)
+    require_sync = fields.Boolean(string="Sync of participants is required", compute='_compute_require_sync')
+    # participants
+    participant_ids = fields.One2many('marketing.participant', 'campaign_id', string='Participants', copy=False)
+    running_participant_count = fields.Integer(string="# of active participants", compute='_compute_participants')
+    completed_participant_count = fields.Integer(string="# of completed participants", compute='_compute_participants')
+    total_participant_count = fields.Integer(string="# of active and completed participants", compute='_compute_participants')
+    test_participant_count = fields.Integer(string="# of test participants", compute='_compute_participants')
+
+    @api.constrains('model_id', 'mailing_filter_id')
+    def _check_mailing_filter_model(self):
+        """Check that if the favorite filter is set, it must contain the same target model as campaign"""
+        for campaign in self:
+            if campaign.mailing_filter_id and campaign.model_id != campaign.mailing_filter_id.mailing_model_id:
+                raise ValidationError(
+                    _("The saved filter targets different model and is incompatible with this campaign.")
+                )
+
+    @api.depends('model_id')
+    def _compute_unique_field_id(self):
+        for campaign in self:
+            campaign.unique_field_id = False
+
+    @api.depends('model_id', 'mailing_filter_id')
+    def _compute_domain(self):
+        for campaign in self:
+            if campaign.mailing_filter_id:
+                campaign.domain = campaign.mailing_filter_id.mailing_domain
+            else:
+                campaign.domain = repr([])
+
+    @api.depends('marketing_activity_ids.require_sync', 'last_sync_date')
+    def _compute_require_sync(self):
+        for campaign in self:
+            if campaign.last_sync_date and campaign.state == 'running':
+                activities_changed = campaign.marketing_activity_ids.filtered(lambda activity: activity.require_sync)
+                campaign.require_sync = bool(activities_changed)
+            else:
+                campaign.require_sync = False
+
+    @api.depends('model_id', 'domain')
+    def _compute_mailing_filter_count(self):
+        filter_data = self.env['mailing.filter']._read_group([
+            ('mailing_model_id', 'in', self.model_id.ids)
+        ], ['mailing_model_id'], ['__count'])
+        mapped_data = {mailing_model.id: count for mailing_model, count in filter_data}
+        for campaign in self:
+            campaign.mailing_filter_count = mapped_data.get(campaign.model_id.id, 0)
+
+    @api.depends('model_name')
+    def _compute_mailing_filter_id(self):
+        for mailing in self:
+            mailing.mailing_filter_id = False
+
+    @api.depends('marketing_activity_ids.mass_mailing_id')
+    def _compute_mass_mailing_count(self):
+        # TDE NOTE: this could be optimized but is currently displayed only in a form view, no need to optimize now
+        for campaign in self:
+            campaign.mass_mailing_count = len(campaign.mapped('marketing_activity_ids.mass_mailing_id').filtered(lambda mailing: mailing.mailing_type == 'mail'))
+
+    @api.depends('utm_campaign_id')
+    def _compute_link_tracker_click_count(self):
+        click_data = self.env['link.tracker.click'].sudo()._read_group(
+            [('campaign_id', 'in', self.utm_campaign_id.ids)],
+            ['campaign_id'],
+            ['__count']
+        )
+        mapped_data = {utm_campaign.id: count for utm_campaign, count in click_data}
+        for campaign in self:
+            campaign.link_tracker_click_count = mapped_data.get(campaign.utm_campaign_id.id, 0)
+
+    @api.depends('participant_ids.state')
+    def _compute_participants(self):
+        participants_data = self.env['marketing.participant']._read_group(
+            [('campaign_id', 'in', self.ids)],
+            ['campaign_id', 'state', 'is_test'],
+            ['__count'])
+        mapped_data = defaultdict(dict)
+        for campaign, state, is_test, count in participants_data:
+            if is_test:
+                mapped_data[campaign.id]['is_test'] = mapped_data[campaign.id].get('is_test', 0) + count
+            else:
+                mapped_data[campaign.id][state] = count
+        for campaign in self:
+            campaign_data = mapped_data[campaign.id]
+            campaign.running_participant_count = campaign_data.get('running', 0)
+            campaign.completed_participant_count = campaign_data.get('completed', 0)
+            campaign.total_participant_count = campaign.completed_participant_count + campaign.running_participant_count
+            campaign.test_participant_count = campaign_data.get('is_test', 0)
+
+    @api.returns('self')
+    def copy(self, default=None):
+        """ Copy the activities of the campaign, each parent_id of each child
+        activities should be set to the new copied parent activity. """
+        new_compaigns = super().copy(dict(default or {}))
+
+        for old_campaign, new_compaign in zip(self, new_compaigns):
+            old_to_new = {}
+
+            for marketing_activity_id in old_campaign.marketing_activity_ids:
+                new_marketing_activity_id = marketing_activity_id.copy()
+                old_to_new[marketing_activity_id] = new_marketing_activity_id
+                new_marketing_activity_id.write({
+                    'campaign_id': new_compaign.id,
+                    'require_sync': False,
+                    'trace_ids': False,
+                })
+
+            for marketing_activity_id in new_compaign.marketing_activity_ids:
+                marketing_activity_id.parent_id = old_to_new.get(
+                    marketing_activity_id.parent_id)
+
+        return new_compaigns
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            vals.update({'is_auto_campaign': True})
+        return super(MarketingCampaign, self).create(vals_list)
+
+    @api.onchange('model_id')
+    def _onchange_model_id(self):
+        if any(campaign.marketing_activity_ids for campaign in self):
+            return {'warning': {
+                'title': _("Warning"),
+                'message': _("Switching Target Model invalidates the existing activities. "
+                             "Either update your activity actions to match the new Target Model or delete them.")
+            }}
+
+    def write(self, vals):
+        if not vals.get('active', True):
+            vals['state'] = 'stopped'
+        return super().write(vals)
+
+    def action_set_synchronized(self):
+        self.write({'last_sync_date': self.env.cr.now()})
+        self.mapped('marketing_activity_ids').write({'require_sync': False})
+
+    def action_update_participants(self):
+        """ Synchronizes all participants based campaign activities demanding synchronization
+        It is done in 2 part:
+
+         * update traces related to updated activities. This means basically recomputing the
+           schedule date
+         * creating new traces for activities recently added in the workflow :
+
+          * 'begin' activities simple create new traces for all running participants;
+          * other activities: create child for traces linked to the parent of the newly created activity
+          * we consider scheduling to be done after parent processing, independently of other time considerations
+          * for 'not' triggers take into account brother traces that could be already processed
+        """
+        now = self.env.cr.now()
+        for campaign in self:
+            # Action 1: On activity modification
+            modified_activities = campaign.marketing_activity_ids.filtered(lambda activity: activity.require_sync)
+            traces_to_reschedule = self.env['marketing.trace'].search([
+                ('state', '=', 'scheduled'),
+                ('activity_id', 'in', modified_activities.ids)])
+            for trace in traces_to_reschedule:
+                trace_offset = relativedelta(**{trace.activity_id.interval_type: trace.activity_id.interval_number})
+                trigger_type = trace.activity_id.trigger_type
+                if trigger_type == 'begin':
+                    trace.schedule_date = Datetime.from_string(trace.participant_id.create_date) + trace_offset
+                elif trigger_type in ['activity', 'mail_not_open', 'mail_not_click', 'mail_not_reply'] and trace.parent_id:
+                    trace.schedule_date = Datetime.from_string(trace.parent_id.schedule_date) + trace_offset
+                elif trace.parent_id:
+                    if trace.parent_id.mailing_trace_ids.mapped('write_date'):
+                        process_dt = Datetime.from_string(trace.parent_id.mailing_trace_ids.mapped('write_date')[0])
+                    else:
+                        process_dt = now
+                    trace.schedule_date = process_dt + trace_offset
+
+            # Action 2: On activity creation
+            created_activities = campaign.marketing_activity_ids.filtered(
+                lambda activity: (
+                    campaign.last_sync_date and activity.create_date >= campaign.last_sync_date
+                )
+            )
+
+            # pre-fetch existing traces to avoid duplicates
+            existing_traces = self.env['marketing.trace']
+            if created_activities:
+                existing_traces = self.env['marketing.trace'].search([
+                    ('activity_id', 'in', created_activities.ids),
+                ])
+            for activity in created_activities:
+                activity_offset = relativedelta(**{activity.interval_type: activity.interval_number})
+                participants_with_traces = existing_traces.filtered(lambda trace: trace.activity_id == activity).participant_id
+
+                # Case 1: Trigger = begin
+                # Create new root traces for all running participants -> consider campaign begin date is now to avoid spamming participants
+                if activity.trigger_type == 'begin':
+                    participants = self.env['marketing.participant'].search([
+                        ('state', '=', 'running'),
+                        ('campaign_id', '=', campaign.id),
+                        ('id', 'not in', participants_with_traces.ids),
+                    ])
+                    for participant in participants:
+                        schedule_date = now + activity_offset
+                        self.env['marketing.trace'].create({
+                            'activity_id': activity.id,
+                            'participant_id': participant.id,
+                            'schedule_date': schedule_date,
+                        })
+                else:
+                    valid_parent_traces = self.env['marketing.trace'].search([
+                        ('state', '=', 'processed'),
+                        ('activity_id', '=', activity.parent_id.id),
+                        ('participant_id', 'not in', participants_with_traces.ids),
+                    ])
+
+                    # avoid creating new traces that would have processed brother traces already processed
+                    # example: do not create a mail_not_click trace if mail_click is already processed
+                    if activity.trigger_type in ['mail_not_open', 'mail_not_click', 'mail_not_reply']:
+                        opposite_trigger = activity.trigger_type.replace('_not_', '_')
+                        brother_traces = self.env['marketing.trace'].search([
+                            ('parent_id', 'in', valid_parent_traces.ids),
+                            ('trigger_type', '=', opposite_trigger),
+                            ('state', '=', 'processed'),
+                        ])
+                        valid_parent_traces = valid_parent_traces - brother_traces.mapped('parent_id')
+
+                    valid_parent_traces.mapped('participant_id').filtered(lambda participant: participant.state == 'completed').action_set_running()
+
+                    for parent_trace in valid_parent_traces:
+                        self.env['marketing.trace'].create({
+                            'activity_id': activity.id,
+                            'participant_id': parent_trace.participant_id.id,
+                            'parent_id': parent_trace.id,
+                            'schedule_date': Datetime.from_string(parent_trace.schedule_date) + activity_offset,
+                        })
+
+        self.action_set_synchronized()
+
+    def action_start_campaign(self):
+        if any(not campaign.marketing_activity_ids for campaign in self):
+            raise ValidationError(_('You must set up at least one activity to start this campaign.'))
+
+        # trigger CRON job ASAP so that participants are synced
+        cron = self.env.ref('marketing_automation.ir_cron_campaign_sync_participants')
+        cron._trigger(at=Datetime.now())
+        self.write({'state': 'running'})
+
+    def action_stop_campaign(self):
+        self.write({'state': 'stopped'})
+
+    def action_view_mailings(self):
+        self.ensure_one()
+        action = self.env["ir.actions.actions"]._for_xml_id("marketing_automation.mail_mass_mailing_action_marketing_automation")
+        action['domain'] = [
+            '&',
+            ('use_in_marketing_automation', '=', True),
+            ('id', 'in', self.mapped('marketing_activity_ids.mass_mailing_id').ids),
+            ('mailing_type', '=', 'mail')
+        ]
+        action['context'] = dict(self.env.context)
+        action['context'].update({
+            # defaults
+            'default_mailing_model_id': self.model_id.id,
+            'default_campaign_id': self.utm_campaign_id.id,
+            'default_use_in_marketing_automation': True,
+            'default_mailing_type': 'mail',
+            'default_state': 'done',
+            # action
+            'create': False,
+        })
+        return action
+
+    def action_view_tracker_statistics(self):
+        action = self.env["ir.actions.actions"]._for_xml_id("marketing_automation.link_tracker_action_marketing_campaign")
+        action['domain'] = [('campaign_id', 'in', self.utm_campaign_id.ids)]
+        return action
+
+    def sync_participants(self):
+        """ Creates new participants, taking into account already-existing ones
+        as well as campaign filter and unique field. """
+        def _uniquify_list(seq):
+            seen = set()
+            return [x for x in seq if x not in seen and not seen.add(x)]
+
+        participants = self.env['marketing.participant']
+        now = self.env.cr.now()
+        # auto-commit except in testing mode
+        auto_commit = not getattr(threading.current_thread(), 'testing', False)
+        for campaign in self.filtered(lambda c: c.marketing_activity_ids):
+            if not campaign.last_sync_date:
+                campaign.last_sync_date = now
+
+            user_id = campaign.user_id or self.env.user
+            RecordModel = self.env[campaign.model_name].with_context(lang=user_id.lang)
+
+            # Fetch existing participants
+            participants_data = participants.search_read([('campaign_id', '=', campaign.id)], ['res_id'])
+            existing_rec_ids = _uniquify_list([live_participant['res_id'] for live_participant in participants_data])
+
+            record_domain = literal_eval(campaign.domain or "[]")
+            db_rec_ids = _uniquify_list(RecordModel.search(record_domain).ids)
+            to_create = [rid for rid in db_rec_ids if rid not in existing_rec_ids]  # keep ordered IDs
+            to_remove = set(existing_rec_ids) - set(db_rec_ids)
+            unique_field = campaign.unique_field_id.sudo()
+            if unique_field.name != 'id':
+                without_duplicates = []
+                existing_records = RecordModel.with_context(prefetch_fields=False).browse(existing_rec_ids).exists()
+                # Split the read in batch of 1000 to avoid the prefetch
+                # crawling the cache for the next 1000 records to fetch
+                unique_field_vals = {rec[unique_field.name]
+                                        for index in range(0, len(existing_records), 1000)
+                                        for rec in existing_records[index:index+1000]}
+
+                for rec in RecordModel.with_context(prefetch_fields=False).browse(to_create):
+                    field_val = rec[unique_field.name]
+                    # we exclude the empty recordset with the first condition
+                    if (not unique_field.relation or field_val) and field_val not in unique_field_vals:
+                        without_duplicates.append(rec.id)
+                        unique_field_vals.add(field_val)
+                to_create = without_duplicates
+
+            BATCH_SIZE = 100
+            for to_create_batch in tools.split_every(BATCH_SIZE, to_create, piece_maker=list):
+                participants += participants.create([{
+                    'campaign_id': campaign.id,
+                    'res_id': rec_id,
+                } for rec_id in to_create_batch])
+
+                if auto_commit:
+                    self.env.cr.commit()
+
+            if to_remove:
+                participants_to_unlink = participants.search([
+                    ('res_id', 'in', list(to_remove)),
+                    ('campaign_id', '=', campaign.id),
+                    ('state', '!=', 'unlinked'),
+                ])
+                for index in range(0, len(participants_to_unlink), 1000):
+                    participants_to_unlink[index:index+1000].action_set_unlink()
+                    # Commit only every 100 operation to avoid committing to often
+                    # this mean every 10k record. It should be ok, it takes 1sec second to process 10k
+                    if not index % (BATCH_SIZE * 100):
+                        self.env.cr.commit()
+
+        return participants
+
+    def execute_activities(self):
+        for campaign in self:
+            campaign.marketing_activity_ids.execute()
+
+    # --------------------------------------
+    # Prepare actions data
+    # --------------------------------------
+
+    def _prepare_res_partner_category_tag_hot_data(self):
+        return {
+            'xml_id': 'marketing_automation.res_partner_category_tag_hot',
+            'values': {
+                'name': _('Hot')
+            }
+        }
+
+    def _prepare_mailing_list_contact_list_data(self):
+        return {
+            'xml_id': 'marketing_automation.mailing_list_contact_list',
+            'values': {
+                'name': _('Confirmed contacts'),
+                'active': True,
+                'is_public': True
+            }
+        }
+
+    def _prepare_ir_actions_server_partner_tag_data(self):
+        # Add the "Hot" category on partners who will click on a mail sent to them.
+        self._create_records_with_xml_ids({'res.partner.category': [self._prepare_res_partner_category_tag_hot_data()]})
+        hot_id = self.env.ref('marketing_automation.res_partner_category_tag_hot', raise_if_not_found=False).id
+        return {
+            'xml_id': 'marketing_automation.ir_actions_server_partner_tag',
+            'values': {
+                'name': _('Add Hot Category'),
+                'model_id': self.env['ir.model']._get_id('res.partner'),
+                'update_field_id': self.env["ir.model.fields"]._get_ids('res.partner')['category_id'],
+                'update_path': 'category_id',
+                'evaluation_type': 'value',
+                'resource_ref': f'res.partner.category,{hot_id}',
+                'value': str(hot_id)
+            }
+        }
+
+    def _prepare_ir_actions_server_partner_todo_data(self):
+        # Assign activity to admin called Bounced: check email address.
+        return {
+            'xml_id': 'marketing_automation.ir_actions_server_partner_todo',
+            'values': {
+                'name': _('Next activity: Check Email Address'),
+                'model_id': self.env['ir.model']._get_id('res.partner'),
+                'state': 'next_activity',
+                'activity_date_deadline_range': 2,
+                'activity_date_deadline_range_type': 'days',
+                'activity_summary': _('Check Email Address'),
+                'activity_type_id': self.env.ref('mail.mail_activity_data_todo').id,
+                'activity_user_type': 'generic',
+                'activity_user_field_name': 'user_id',
+            }
+        }
+
+    def _prepare_ir_actions_server_contact_blacklist_data(self):
+        # If mail bounces on some contact, blacklist that contact.
+        return {
+            'xml_id': 'marketing_automation.ir_actions_server_contact_blacklist',
+            'values': {
+                'name': _('Blacklist record'),
+                'model_id': self.env['ir.model']._get_id('mailing.contact'),
+                'state': 'code',
+                'code':
+"""
+for record in records:
+    record.env['mail.blacklist']._add(
+    record.email,
+    message='Added in blacklist from automated action',
+    )
+"""
+            }
+        }
+
+    def _prepare_ir_actions_server_contact_add_list_data(self):
+        # If partner clicks on sent mail, add that contact to separate list called 'Confirmed contacts'.
+        return {
+            'xml_id': 'marketing_automation.ir_actions_server_contact_add_list',
+            'values': {
+                'name': _('Add To Confirmed List'),
+                'model_id': self.env['ir.model']._get_id('mailing.contact'),
+                'state': 'code',
+                'code':
+"""
+mailing_list = env.ref('marketing_automation.mailing_list_contact_list', raise_if_not_found=False)
+if mailing_list:
+    records.write({'list_ids': [(4, mailing_list.id)]})
+"""
+            }
+        }
+
+    def _prepare_ir_actions_server_partner_message_data(self):
+        return {
+            'xml_id': 'marketing_automation.ir_actions_server_partner_message',
+            'values': {
+                'name': _('Message for sales person'),
+                'model_id': self.env['ir.model']._get_id('res.partner'),
+                'state': 'code',
+                'code':
+"""
+for record in records:
+    record.message_post(body='%s is interested in becoming partner.' % record.name)
+"""
+            }
+        }
+
+    def _create_records_with_xml_ids(self, create_xmls):
+        for model_name, values in create_xmls.items():
+            for record in values:
+                module, name = record['xml_id'].split('.')
+                if not self.env.ref(f'{module}.{name}', raise_if_not_found=False):
+                    created_record = self.env[model_name].sudo().create(record['values'])
+                    self.env['ir.model.data'].sudo().create({
+                        'name': name,
+                        'module': module,
+                        'model': model_name,
+                        'res_id': created_record.id,
+                    })
+
+    # --------------------------------------
+    # Sample Templates Creation
+    # --------------------------------------
+
+    @api.model
+    def get_action_marketing_campaign_from_template(self, template_str):
+        if not self.env.su and not self.env.user.has_group('marketing_automation.group_marketing_automation_user'):
+            raise AccessError(_('To use this feature you should be an administrator or belong to the marketing automation group.'))
+        campaign_templates_info = self.get_campaign_templates_info()
+        template = next(
+            (template_value
+            for group in campaign_templates_info.values()
+            for template_key, template_value in group['templates'].items()
+            if template_key == template_str),
+            False)
+
+        if not template:
+            return False
+        load_method = template.get('function')
+        if not load_method:
+            return {
+                'type': 'ir.actions.act_window',
+                'res_model': 'marketing.campaign',
+                'views': [[False, 'form']]
+            }
+
+        if not load_method.startswith('_get_marketing_template') or not hasattr(self, load_method):
+            return
+        loaded_method = getattr(self, load_method)
+        campaign = loaded_method()
+
+        return {
+            'name': 'marketing_automation_templates_action',
+            'type': 'ir.actions.act_window',
+            'view_mode': 'list,form',
+            'res_id': campaign.id,
+            'res_model': 'marketing.campaign',
+            'views': [[False, 'form']]
+        }
+
+    @api.model
+    def get_campaign_templates_info(self):
+        return {
+            'misc': {
+                'label': _("Misc"),
+                'templates': {
+                    'start_from_scratch': {
+                        'title': _('Start from scratch'),
+                        'description': _('Design your own marketing campaign from the ground up.'),
+                        'icon': '/marketing_automation/static/img/paintbrush.svg',
+                    },
+                    'hot_contacts': {
+                        'title': _('Tag Hot Contacts'),
+                        'description': _('Send a welcome email to contacts and tag them if they click in it.'),
+                        'icon': '/marketing_automation/static/img/tag.svg',
+                        'function': '_get_marketing_template_hot_contacts_values',
+                    },
+                    'commercial_prospection': {
+                        'title': _('Commercial prospection'),
+                        'description': _('Send a free catalog and follow-up according to reactions.'),
+                        'icon': '/marketing_automation/static/img/search.svg',
+                        'function': '_get_marketing_template_commercial_prospection_values',
+                    },
+                },
+            },
+            'marketing': {
+                'label': _("Marketing"),
+                'templates': {
+                    'welcome': {
+                        'title': _('Welcome Flow'),
+                        'description': _('Send a welcome email to new subscribers, remove the addresses that bounced.'),
+                        'icon': '/marketing_automation/static/img/hand_peace.svg',
+                        'function': '_get_marketing_template_welcome_values',
+                    },
+                    'double_opt_in': {
+                        'title': _('Double Opt-in'),
+                        'description': _('Send an email to new recipients to confirm their consent.'),
+                        'icon': '/marketing_automation/static/img/square-check.svg',
+                        'function': '_get_marketing_template_double_opt_in_values',
+                    },
+                }
+            }
+        }
+
+    def _get_marketing_template_hot_contacts_values(self):
+        convert.convert_file(
+            self.sudo().env,
+            'marketing_automation',
+            'data/templates/mail_template_body_welcome_template.xml',
+            idref={}, mode='init', kind='data'
+        )
+        rendered_template = self.env['ir.qweb']._render(self.env.ref('marketing_automation.mail_template_body_welcome_template').id,
+                        {'db_host': self.get_base_url(), 'company_website': self.env.company.website})
+        prerequisites = {
+            'mailing.mailing': [{
+                'subject': _('Welcome!'),
+                'body_arch': rendered_template,
+                'body_html': rendered_template,
+                'mailing_model_id': self.env['ir.model']._get_id('res.partner'),
+                'reply_to_mode': 'update',
+                'use_in_marketing_automation': True,
+                'mailing_type': 'mail',
+            }],
+        }
+        for model_name, values in prerequisites.items():
+            records = self.env[model_name].create(values)
+            for idx, record in enumerate(records):
+                prerequisites[model_name][idx] = record
+
+        self._create_records_with_xml_ids({
+            'ir.actions.server': [self._prepare_ir_actions_server_partner_tag_data(),
+                                  self._prepare_ir_actions_server_partner_todo_data()]
+        })
+
+        campaign = self.env['marketing.campaign'].create({
+            'name': _('Tag Hot Contacts'),
+            'domain': ["&", "&", ("email", "!=", False), ("is_blacklisted", "=", False), ("user_ids", "=", False)],
+            'model_id': self.env['ir.model']._get_id('res.partner'),
+            'unique_field_id': self.env['ir.model.fields']._get('res.partner', 'email').id
+        })
+        self.env['marketing.activity'].create([
+            {
+                'trigger_type': 'begin',
+                'activity_type': 'email',
+                'interval_type': 'hours',
+                'mass_mailing_id': prerequisites['mailing.mailing'][0].id,
+                'interval_number': 2,
+                'name': _('Send Welcome Email'),
+                'campaign_id': campaign.id,
+                'child_ids': [
+                    (0, 0, {
+                        'trigger_type': 'mail_click',
+                        'activity_type': 'action',
+                        'interval_type': 'hours',
+                        'mass_mailing_id': None,
+                        'interval_number': 2,
+                        'name': _('Add Tag'),
+                        'campaign_id': campaign.id,  # use the campaign_id here too,
+                        'server_action_id': self.env.ref('marketing_automation.ir_actions_server_partner_tag').id,
+                    }),
+                    (0, 0, {
+                        'trigger_type': 'mail_bounce',
+                        'activity_type': 'action',
+                        'interval_type': 'hours',
+                        'mass_mailing_id': None,
+                        'interval_number': 2,
+                        'name': _('Check Bounce Contact'),
+                        'campaign_id': campaign.id,  # use the campaign_id here too,
+                        'server_action_id': self.env.ref('marketing_automation.ir_actions_server_partner_todo').id
+                    })
+                ]
+            }
+        ])
+        return campaign
+
+    def _get_marketing_template_welcome_values(self):
+        convert.convert_file(
+            self.sudo().env,
+            'marketing_automation',
+            'data/templates/mail_template_body_yellow_discount_template.xml',
+            idref={}, mode='init', kind='data'
+        )
+        rendered_template = self.env['ir.qweb']._render(self.env.ref('marketing_automation.mail_template_body_yellow_discount_template').id,
+                                                        {'db_host': self.get_base_url(), 'company_website': self.env.company.website})
+        prerequisites = {
+            'mailing.mailing': [{
+                'subject': _('Get 10% OFF'),
+                'body_arch': rendered_template,  # set Yellow 10% template
+                'body_html': rendered_template,  # set Yellow 10% template
+                'mailing_model_id': self.env['ir.model']._get_id('mailing.contact'),
+                'reply_to_mode': 'update',
+                'mailing_type': 'mail',
+                'use_in_marketing_automation': True
+            }],
+        }
+        for model_name, values in prerequisites.items():
+            records = self.env[model_name].create(values)
+            for idx, record in enumerate(records):
+                prerequisites[model_name][idx] = record
+
+        create_xmls = {
+            'ir.actions.server': [
+                self._prepare_ir_actions_server_contact_blacklist_data()
+            ],
+        }
+        self._create_records_with_xml_ids(create_xmls)
+
+        campaign = self.env['marketing.campaign'].create({
+            'name': _('Welcome Flow'),
+            'domain': ["&", ("email", "!=", False), ("is_blacklisted", "=", False)],
+            'model_id': self.env['ir.model']._get_id('mailing.contact'),
+            'unique_field_id': self.env['ir.model.fields']._get('mailing.contact', 'email').id
+        })
+
+        self.env['marketing.activity'].create({
+            'trigger_type': 'begin',
+            'activity_type': 'email',
+            'interval_type': 'hours',
+            'mass_mailing_id': prerequisites['mailing.mailing'][0].id,
+            'interval_number': 2,
+            'name': _('Send 10% Welcome Discount'),
+            'campaign_id': campaign.id,
+            'child_ids': [(0, 0, {
+                'trigger_type': 'mail_bounce',
+                'activity_type': 'action',
+                'interval_type': 'hours',
+                'mass_mailing_id': None,
+                'interval_number': 2,
+                'name': _('Blacklist Bounces'),
+                'parent_id': None,
+                'campaign_id': campaign.id,  # use the campaign_id here too,
+                'server_action_id': self.env.ref('marketing_automation.ir_actions_server_contact_blacklist').id
+            })]
+        })
+        return campaign
+
+    def _get_marketing_template_double_opt_in_values(self):
+        convert.convert_file(
+            self.sudo().env,
+            'marketing_automation',
+            'data/templates/mail_template_body_confirmation_template.xml',
+            idref={}, mode='init', kind='data'
+        )
+        rendered_template = self.env['ir.qweb']._render(self.env.ref('marketing_automation.mail_template_body_confirmation_template').id,
+                                                {'db_host': self.get_base_url()})
+        prerequisites = {
+            'mailing.mailing': [{
+                'subject': _('Confirmation'),
+                'body_arch': rendered_template,
+                'body_html': rendered_template,
+                'mailing_model_id': self.env['ir.model']._get_id('mailing.contact'),
+                'reply_to_mode': 'update',
+                'mailing_type': 'mail',
+                'use_in_marketing_automation': True
+            }],
+        }
+        for model_name, values in prerequisites.items():
+            records = self.env[model_name].create(values)
+            for idx, record in enumerate(records):
+                prerequisites[model_name][idx] = record
+
+        create_xmls = {
+            'mailing.list': [self._prepare_mailing_list_contact_list_data()],
+            'ir.actions.server': [
+                self._prepare_ir_actions_server_contact_add_list_data()
+            ],
+        }
+        self._create_records_with_xml_ids(create_xmls)
+
+        campaign = self.env['marketing.campaign'].create({
+            'name': _('Double Opt-in'),
+            'domain': ["&", "&", ("email", "!=", False), ("is_blacklisted", "=", False), ("list_ids", "ilike", "Newsletter")],
+            'model_id': self.env['ir.model']._get_id('mailing.contact'),
+            'unique_field_id': self.env['ir.model.fields']._get('mailing.contact', 'email').id
+        })
+        self.env['marketing.activity'].create({
+            'trigger_type': 'begin',
+            'activity_type': 'email',
+            'interval_type': 'hours',
+            'mass_mailing_id': prerequisites['mailing.mailing'][0].id,
+            'interval_number': 0,
+            'name': _('Confirmation'),
+            'campaign_id': campaign.id,
+            'child_ids': [(0, 0, {
+                'trigger_type': 'mail_click',
+                'activity_type': 'action',
+                'interval_type': 'hours',
+                'mass_mailing_id': None,
+                'interval_number': 0,
+                'name': _('Add to list'),
+                'parent_id': None,
+                'campaign_id': campaign.id,  # use the campaign_id here too,
+                'server_action_id': self.env.ref('marketing_automation.ir_actions_server_contact_add_list').id
+            })]
+        })
+        return campaign
+
+    def _get_marketing_template_commercial_prospection_values(self):
+        convert.convert_file(
+            self.sudo().env,
+            'marketing_automation',
+            'data/templates/mail_template_body_join_partnership_template.xml',
+            idref={}, mode='init', kind='data'
+        )
+        convert.convert_file(
+            self.sudo().env,
+            'marketing_automation',
+            'data/templates/mail_template_body_free_trial_template.xml',
+            idref={}, mode='init', kind='data'
+        )
+
+        free_trial_rendered = self.env['ir.qweb']._render(self.env.ref('marketing_automation.mail_template_body_free_trial_template').id,
+                                                          {'company_website': self.env.company.website})
+        join_partnership_rendered = self.env['ir.qweb']._render(self.env.ref('marketing_automation.mail_template_body_join_partnership_template').id,
+                                                            {'company_website': self.env.company.website})
+
+        prerequisites = {
+            'mailing.mailing': [{
+                'subject': _('Welcome!'),
+                'body_arch': free_trial_rendered,
+                'body_html': free_trial_rendered,
+                'mailing_model_id': self.env['ir.model']._get_id('res.partner'),
+                'reply_to_mode': 'update',
+                'mailing_type': 'mail',
+                'use_in_marketing_automation': True
+            }, {
+                'subject': _('Join partnership!'),
+                'body_arch': join_partnership_rendered,
+                'body_html': join_partnership_rendered,
+                'mailing_model_id': self.env['ir.model']._get_id('res.partner'),
+                'reply_to_mode': 'update',
+                'mailing_type': 'mail',
+                'use_in_marketing_automation': True
+            }],
+        }
+        for model_name, values in prerequisites.items():
+            records = self.env[model_name].create(values)
+            for idx, record in enumerate(records):
+                prerequisites[model_name][idx] = record
+        create_xmls = {
+            'ir.actions.server': [
+                self._prepare_ir_actions_server_partner_message_data(),
+            ],
+        }
+        self._create_records_with_xml_ids(create_xmls)
+
+        campaign = self.env['marketing.campaign'].create({
+            'name': _('Commercial prospection'),
+            'model_id': self.env['ir.model']._get_id('res.partner'),
+            'unique_field_id': self.env['ir.model.fields']._get('res.partner', 'email').id
+        })
+        self.env['marketing.activity'].create([{
+            'trigger_type': 'begin',
+            'activity_type': 'email',
+            'interval_type': 'hours',
+            'mass_mailing_id': prerequisites['mailing.mailing'][0].id,
+            'interval_number': 1,
+            'name': _('Offer free catalog'),
+            'campaign_id': campaign.id,
+        }, {
+            'trigger_type': 'begin',
+            'activity_type': 'email',
+            'interval_type': 'days',
+            'mass_mailing_id': prerequisites['mailing.mailing'][1].id,
+            'interval_number': 7,
+            'name': _('After 7 days'),
+            'campaign_id': campaign.id,
+            'child_ids': [(0, 0, {
+                'trigger_type': 'mail_reply',
+                'activity_type': 'action',
+                'interval_type': 'hours',
+                'mass_mailing_id': None,
+                'interval_number': 1,
+                'name': _('Message for sales person'),
+                'parent_id': None,
+                'campaign_id': campaign.id,  # use the campaign_id here too,
+                'server_action_id': self.env.ref('marketing_automation.ir_actions_server_partner_message').id
+            })]
+        }])
+        return campaign

extra-addons/marketing_automation/models/marketing_participant.py

@@ -0,0 +1,140 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models, _
+from odoo.fields import Datetime
+from odoo.osv.expression import NEGATIVE_TERM_OPERATORS
+
+
+class MarketingParticipant(models.Model):
+    _name = 'marketing.participant'
+    _description = 'Marketing Participant'
+    _order = 'id ASC'
+    _rec_name = 'resource_ref'
+
+    @api.model
+    def default_get(self, default_fields):
+        defaults = super(MarketingParticipant, self).default_get(default_fields)
+        if 'res_id' in default_fields and not defaults.get('res_id'):
+            model_name = defaults.get('model_name')
+            if not model_name and defaults.get('campaign_id'):
+                model_name = self.env['marketing.campaign'].browse(defaults['campaign_id']).model_name
+            if model_name and model_name in self.env:
+                resource = self.env[model_name].search([], limit=1)
+                defaults['res_id'] = resource.id
+        return defaults
+
+    @api.model
+    def _selection_target_model(self):
+        models = self.env['ir.model'].sudo().search([('is_mail_thread', '=', True)])
+        return [(model.model, model.name) for model in models]
+
+    def _search_resource_ref(self, operator, value):
+        ir_models = set([model['model_name'] for model in self.env['marketing.campaign'].search([]).read(['model_name'])])
+        ir_model_ids = []
+        for model in ir_models:
+            if model in self.env:
+                ir_model_ids += self.env['marketing.participant'].search(['&', ('model_name', '=', model), ('res_id', 'in', [name[0] for name in self.env[model].name_search(name=value)])]).ids
+        operator = 'not in' if operator in NEGATIVE_TERM_OPERATORS else 'in'
+        return [('id', operator, ir_model_ids)]
+
+    campaign_id = fields.Many2one(
+        'marketing.campaign', string='Campaign',
+        index=True, ondelete='cascade', required=True)
+    model_id = fields.Many2one(
+        'ir.model', string='Model', related='campaign_id.model_id',
+        index=True, readonly=True, store=True)
+    model_name = fields.Char(
+        string='Record model', related='campaign_id.model_id.model',
+        readonly=True, store=True)
+    res_id = fields.Integer(string='Record ID', index=True)
+    resource_ref = fields.Reference(
+        string='Record', selection='_selection_target_model',
+        compute='_compute_resource_ref', inverse='_set_resource_ref', search='_search_resource_ref')
+    trace_ids = fields.One2many('marketing.trace', 'participant_id', string='Actions')
+    state = fields.Selection([
+        ('running', 'Running'),
+        ('completed', 'Completed'),
+        ('unlinked', 'Removed'),
+        ], default='running', index=True, required=True,
+        help='Removed means the related record does not exist anymore.')
+    is_test = fields.Boolean('Test Record', default=False)
+
+    @api.depends('model_name', 'res_id')
+    def _compute_resource_ref(self):
+        for participant in self:
+            if participant.model_name and participant.model_name in self.env:
+                participant.resource_ref = '%s,%s' % (participant.model_name, participant.res_id or 0)
+            else:
+                participant.resource_ref = None
+
+    def _set_resource_ref(self):
+        for participant in self:
+            if participant.resource_ref:
+                participant.res_id = participant.resource_ref.id
+
+    def check_completed(self):
+        existing_traces = self.env['marketing.trace'].search([
+            ('participant_id', 'in', self.ids),
+            ('state', '=', 'scheduled'),
+        ])
+        (self - existing_traces.mapped('participant_id')).write({'state': 'completed'})
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        participants = super().create(vals_list)
+        now = Datetime.now()
+        cron_trigger_dates = set()
+        for res in participants:
+            # prepare first traces related to begin activities
+            primary_activities = res.campaign_id.marketing_activity_ids.filtered(lambda act: act.trigger_type == 'begin')
+            trace_ids = [
+                (0, 0, {
+                    'activity_id': activity.id,
+                    'schedule_date': now + relativedelta(**{activity.interval_type: activity.interval_number}),
+                }) for activity in primary_activities]
+            res.write({'trace_ids': trace_ids})
+
+            cron_trigger_dates |= set([
+                now + relativedelta(**{activity.interval_type: activity.interval_number})
+                for activity in primary_activities
+            ])
+
+        if cron_trigger_dates:
+            # based on activities with 'begin' trigger_type, we schedule CRON triggers
+            # that match the scheduled_dates of created marketing.traces
+            # we use a set to only trigger the CRON once per timeslot event if there are multiple
+            # marketing.participants
+            cron = self.env.ref('marketing_automation.ir_cron_campaign_execute_activities')
+            cron._trigger(cron_trigger_dates)
+
+        return participants
+
+    def action_set_completed(self):
+        ''' Manually mark as a completed and cancel every scheduled trace '''
+        # TDE TODO: delegate set Canceled to trace record
+        self.write({'state': 'completed'})
+        self.env['marketing.trace'].search([
+            ('participant_id', 'in', self.ids),
+            ('state', '=', 'scheduled')
+        ]).write({
+            'state': 'canceled',
+            'schedule_date': Datetime.now(),
+            'state_msg': _('Marked as completed')
+        })
+
+    def action_set_running(self):
+        self.write({'state': 'running'})
+
+    def action_set_unlink(self):
+        self.write({'state': 'unlinked'})
+        self.env['marketing.trace'].search([
+            ('participant_id', 'in', self.ids),
+            ('state', '=', 'scheduled')
+        ]).write({
+            'state': 'canceled',
+            'state_msg': _('Record deleted'),
+        })
+        return True

extra-addons/marketing_automation/models/marketing_trace.py

@@ -0,0 +1,124 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models, _
+from odoo.fields import Datetime
+
+
+class MarketingTrace(models.Model):
+    _name = 'marketing.trace'
+    _description = 'Marketing Trace'
+    _order = 'schedule_date DESC, id ASC'
+    _rec_name = 'participant_id'
+
+    participant_id = fields.Many2one(
+        'marketing.participant', string='Participant',
+        index=True, ondelete='cascade', required=True)
+    res_id = fields.Integer(string='Document ID', related='participant_id.res_id', index=True, store=True, readonly=False)
+    is_test = fields.Boolean(string='Test Trace', related='participant_id.is_test', index=True, store=True, readonly=True)
+    activity_id = fields.Many2one(
+        'marketing.activity', string='Activity',
+        index=True, ondelete='cascade', required=True)
+    activity_type = fields.Selection(related='activity_id.activity_type', readonly=True)
+    trigger_type = fields.Selection(related='activity_id.trigger_type', readonly=True)
+
+    state = fields.Selection([
+        ('scheduled', 'Scheduled'),
+        ('processed', 'Processed'),
+        ('rejected', 'Rejected'),
+        ('canceled', 'Cancelled'),
+        ('error', 'Error')
+        ], default='scheduled', index=True, required=True)
+    schedule_date = fields.Datetime()
+    state_msg = fields.Char(string='Error message')
+    # hierarchy
+    parent_id = fields.Many2one('marketing.trace', string='Parent', index=True, ondelete='cascade')
+    child_ids = fields.One2many('marketing.trace', 'parent_id', string='Direct child traces')
+    # mailing traces
+    mailing_trace_ids = fields.One2many('mailing.trace', 'marketing_trace_id', string='Mass mailing statistics')
+    mailing_trace_status = fields.Selection(related='mailing_trace_ids.trace_status', readonly=True)
+    links_click_datetime = fields.Datetime(compute='_compute_links_click_datetime')
+
+    @api.depends('mailing_trace_ids')
+    def _compute_links_click_datetime(self):
+        # necessary, because sometimes mailing_trace_ids aren't available
+        # due to failed messages, which prevents `links_click_datetime` to get assigned
+        self.links_click_datetime = False
+        mailing_trace = self.filtered(lambda x: x.mailing_trace_ids)
+        for trace in mailing_trace:
+            trace.links_click_datetime = trace.mailing_trace_ids[0].links_click_datetime
+
+    def participant_action_cancel(self):
+        self.action_cancel(message=_('Manually'))
+
+    def action_cancel(self, message=None):
+        values = {'state': 'canceled', 'schedule_date': Datetime.now()}
+        if message:
+            values['state_msg'] = message
+        self.write(values)
+        self.mapped('participant_id').check_completed()
+
+    def action_execute(self):
+        self.activity_id.execute_on_traces(self)
+
+    # DANE: try to make this function to work on batches later
+    def process_event(self, action):
+        """Process event coming from customers currently centered on email actions.
+        It updates child traces :
+
+         * opposite actions are canceled, for example mail_not_open when mail_open is triggered;
+         * bounced mail cancel all child actions not being mail_bounced;
+
+        :param string action: see trigger_type field of activity
+        """
+        self.ensure_one()
+        if self.participant_id.campaign_id.state not in ['draft', 'running']:
+            return
+
+        now = Datetime.from_string(Datetime.now())
+        msg = {
+            'mail_not_reply': _('Parent activity mail replied'),
+            'mail_not_click': _('Parent activity mail clicked'),
+            'mail_not_open': _('Parent activity mail opened'),
+            'mail_bounce': _('Parent activity mail bounced'),
+        }
+
+        opened_child = self.child_ids.filtered(lambda trace: trace.state == 'scheduled')
+
+        cron_trigger_dates = set()
+        for next_trace in opened_child.filtered(lambda trace: trace.activity_id.trigger_type == action):
+            if next_trace.activity_id.interval_number == 0:
+                next_trace.write({
+                    'schedule_date': now,
+                })
+                next_trace.activity_id.execute_on_traces(next_trace)
+            else:
+                schedule_date = now + relativedelta(**{
+                    next_trace.activity_id.interval_type: next_trace.activity_id.interval_number
+                })
+                next_trace.write({
+                    'schedule_date': schedule_date,
+                })
+                cron_trigger_dates.add(schedule_date)
+
+        if cron_trigger_dates:
+            # based on updated activities, we schedule CRON triggers that match the scheduled_dates
+            # we use a set to only trigger the CRON once per timeslot event if there are multiple
+            # marketing.participants
+            cron = self.env.ref('marketing_automation.ir_cron_campaign_execute_activities')
+            cron._trigger(cron_trigger_dates)
+
+        if action in ['mail_reply', 'mail_click', 'mail_open']:
+            opposite_trigger = action.replace('_', '_not_')
+            opened_child.filtered(
+                lambda trace: trace.activity_id.trigger_type == opposite_trigger
+            ).action_cancel(message=msg[opposite_trigger])
+
+        elif action == 'mail_bounce':
+            opened_child.filtered(
+                lambda trace: trace.activity_id.trigger_type != 'mail_bounce'
+            ).action_cancel(message=msg[action])
+
+        return True

extra-addons/marketing_automation/models/utm_campaign.py

@@ -0,0 +1,23 @@
+# -*- coding:utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import _, api, models
+
+from odoo.exceptions import UserError
+
+
+class UtmCampaign(models.Model):
+    _inherit = 'utm.campaign'
+
+    @api.ondelete(at_uninstall=False)
+    def _unlink_except_linked_marketing_campaigns(self):
+        """ Already handled by ondelete='restrict', but let's show a nice error message """
+        linked_marketing_campaigns = self.env['marketing.campaign'].sudo().search([
+            ('utm_campaign_id', 'in', self.ids)
+        ])
+
+        if linked_marketing_campaigns:
+            raise UserError(_(
+                "You cannot delete these UTM Campaigns as they are linked to the following marketing campaigns in "
+                "Marketing Automation:\n%(campaign_names)s",
+                campaign_names=', '.join(['"%s"' % name for name in linked_marketing_campaigns.mapped('name')])))

extra-addons/marketing_automation/models/utm_source.py

@@ -0,0 +1,23 @@
+# -*- coding:utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import _, api, models
+
+from odoo.exceptions import UserError
+
+
+class UtmSource(models.Model):
+    _inherit = 'utm.source'
+
+    @api.ondelete(at_uninstall=False)
+    def _unlink_except_linked_activities(self):
+        """ Already handled by ondelete='restrict', but let's show a nice error message """
+        linked_activities = self.env['marketing.activity'].sudo().search([
+            ('source_id', 'in', self.ids)
+        ])
+
+        if linked_activities:
+            raise UserError(_(
+                "You cannot delete these UTM Sources as they are linked to the following marketing activities in "
+                "Marketing Automation:\n%(activities_names)s",
+                activities_names=', '.join(['"%s"' % name for name in linked_activities.mapped('name')])))

extra-addons/marketing_automation/report/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import mailing_trace_report

extra-addons/marketing_automation/report/mailing_trace_report.py

@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models, tools
+
+
+class MailingTraceReport(models.Model):
+    _inherit = 'mailing.trace.report'
+
+    def _report_get_request_where_items(self):
+        res = super(MailingTraceReport, self)._report_get_request_where_items()
+        res.append("mailing.use_in_marketing_automation IS NOT TRUE")
+        return res

extra-addons/marketing_automation/security/ir.model.access.csv

@@ -0,0 +1,7 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_marketing_campaign,marketing.campaign,model_marketing_campaign,group_marketing_automation_user,1,1,1,1
+access_marketing_activity,marketing.activity,model_marketing_activity,group_marketing_automation_user,1,1,1,1
+access_marketing_participant,marketing.participant,model_marketing_participant,group_marketing_automation_user,1,1,1,1
+access_marketing_trace,marketing.trace,model_marketing_trace,group_marketing_automation_user,1,1,1,1
+access_marketing_campaign_test,access.marketing.campaign.test,model_marketing_campaign_test,marketing_automation.group_marketing_automation_user,1,1,1,0
+access_ir_model_fields_marketing_automation_user,access.ir.model.fields.marketing.automation.user,base.model_ir_model_fields,group_marketing_automation_user,1,0,0,0

extra-addons/marketing_automation/security/marketing_automation_security.xml

@@ -0,0 +1,19 @@
+<?xml version='1.0' encoding='utf-8'?>
+<odoo>
+    <record id="module_marketing_automation_category" model="ir.module.category">
+        <field name="name">Marketing Automation</field>
+        <field name="sequence">20</field>
+    </record>
+
+    <record id="group_marketing_automation_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="implied_ids" eval="[(4, ref('base.group_user')), (4, ref('mass_mailing.group_mass_mailing_user'))]"/>
+        <field name="category_id" ref="base.module_category_marketing_marketing_automation"/>
+        <field name="users" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+
+    <record id="base.default_user" model="res.users">
+        <field name="groups_id" eval="[(4, ref('marketing_automation.group_marketing_automation_user'))]"/>
+    </record>
+
+</odoo>

extra-addons/marketing_automation/static/description/icon.svg

@@ -0,0 +1 @@
+<svg width="50" height="50" viewBox="0 0 50 50" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M21.897 17H5v-4a4 4 0 0 1 4-4h15.837l7.347 8H46a4 4 0 0 1 4 4v4H29.244l-7.347-8Z" fill="#FC868B"/><path fill-rule="evenodd" clip-rule="evenodd" d="M16.772 33H0v-4a4 4 0 0 1 4-4h15.962l7.347 9H41a4 4 0 0 1 4 4v4H24.12l-7.348-9Z" fill="#1AD3BB"/><path fill-rule="evenodd" clip-rule="evenodd" d="M31.225 25H50v-4a4 4 0 0 0-4-4H27.959l-8.164 8H4a4 4 0 0 0-4 4v4h23.062l8.163-8Z" fill="#985184"/><path d="M24.968 31.132 19.962 25H4a4.005 4.005 0 0 0-4 4v4h23.062l1.906-1.868Z" fill="#005E7A"/></svg>