[IMP] surveyor: improve the module

This commit aims to improve the surveyor module. This commit
upgrades the Surveyor module to v2, specifically for Land Surveyors.
It includes a new database, updated knowledge article, and a fully
standard Odoo experience (no customizations). The App Store description
is also updated.

task-4419840

surveyor/__manifest__.py

@@ -1,68 +1,33 @@
 {
-    'name': 'Surveying & Mapping',
-    'version': '1.0',
+    'name': 'Land Surveyor',
+    'version': '2.0',
     'category': 'Services',
     'description': """
 This setup is for industrial companies who are into sureveying and measurement activities.
 It may include surveying of building properties and the measurement of completed construction activities.
 """,
+    'author': 'Odoo S.A.',
     'depends': [
-        'base_automation',
-        'crm',
-        'documents',
-        'hr_timesheet',
+        'appointment_account_payment',
+        'crm_enterprise',
+        'documents_project',
         'knowledge',
-        'planning',
-        'sale_project',
-        'web_studio',
-        'theme_treehouse',
+        'sale_crm',
+        'sale_management',
     ],
     'data': [
-        'data/res_config_settings.xml',
         'data/ir_attachment_pre.xml',
-        'data/base_automation.xml',
-        'data/ir_actions_server.xml',
-        'data/project_task_type.xml',
-        'data/documents_folder.xml',
-        'data/account_analytic_plan.xml',
-        'data/account_analytic_account.xml',
-        'data/project_project.xml',
-        'data/planning_role.xml',
-        'data/product_template.xml',
-        'data/product_product.xml',
-        'data/sale_order_template.xml',
         'data/knowledge_cover.xml',
         'data/knowledge_article.xml',
-        'data/knowledge_article_favorite.xml',
-        'data/mail_message.xml',
-        'data/website_view.xml',
-        'data/knowledge_tour.xml',
     ],
     'demo': [
+        'demo/account_analytic_plan.xml',
+        'demo/account_analytic_account.xml',
         'demo/res_partner.xml',
-        'demo/crm_stage.xml',
         'demo/crm_lead.xml',
-        'demo/sale_order.xml',
-        'demo/planning_slot.xml',
-        'demo/website_view.xml',
-        'demo/website_page.xml',
-        'demo/website_menu.xml',
-        'demo/website.xml',
-        'demo/website_theme_apply.xml',
-        'demo/website_ir_attachment.xml',
+        'demo/project_task_type.xml',
+        'demo/project_project.xml',
+        'demo/project_task.xml',
     ],
     'license': 'OPL-1',
-    'assets': {
-        'web.assets_backend': [
-            'surveyor/static/src/js/my_tour.js',
-        ]
-    },
-    'author': 'Odoo S.A.',
-    'images': ['images/main.png'],
-    "cloc_exclude": [
-        "data/knowledge_article.xml",
-        "data/website_view.xml",
-        "static/src/js/my_tour.js",
-        "demo/website_view.xml",
-    ],
 }

surveyor/data/ir_attachment_pre.xml

@@ -1,7 +1,38 @@
 <?xml version='1.0' encoding='UTF-8'?>
 <odoo noupdate="1">
-    <record id="ir_attachment_671" model="ir.attachment">
-        <field name="name">Surveyor.jpeg</field>
-        <field name="datas" type="base64" file="surveyor/static/src/binary/ir_attachment/671-Surveyor.jpeg"/>
-    </record>
+  <record id="knowledge.ir_attachment_computer_monitor_with_code" model="ir.attachment" forcecreate="1">
+    <field name="name">computer_monitor_with_code.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/computer_monitor_with_code.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_persona_4" model="ir.attachment" forcecreate="1">
+    <field name="name">Persona_4.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/persona_4.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_persona_3" model="ir.attachment" forcecreate="1">
+    <field name="name">Persona_3.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/persona_3.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_persona_2" model="ir.attachment" forcecreate="1">
+    <field name="name">Persona_2.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/persona_2.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_persona_1" model="ir.attachment" forcecreate="1">
+    <field name="name">Persona_1.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/persona_1.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_house" model="ir.attachment" forcecreate="1">
+    <field name="name">House.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/house.jpg</field>
+  </record>
+  <record id="knowledge.ir_attachment_todo_list" model="ir.attachment" forcecreate="1">
+    <field name="name">Todo.jpg</field>
+    <field name="type">url</field>
+    <field name="url">/knowledge/static/src/img/todo.jpg</field>
+  </record>
 </odoo>

surveyor/data/knowledge_article.xml

@@ -1,55 +1,80 @@
 <?xml version='1.0' encoding='UTF-8'?>
 <odoo>
     <template id="welcome_article_body">
-        <h1>Surveyor</h1>
-        <p>This setup is for surveyors that sell services like land measurement  &amp; mapping, planning permission, mediation counsel, etc to private customers as well as companies (architect, notary, real estate, …).</p>
-        <p><br /></p>
-        <p>They need a website to collect new leads and give access to produced documents.</p>
-        <p><br /></p>
-        <p>They also need subscriptions for long term relationships with larger companies that require several services per year.</p>
-        <div class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" data-oe-protected="true">
-            <div class="o_knowledge_toc_content">
-                <a href="#" data-oe-nodeid="0" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Surveyor</a>
-                <a href="#" data-oe-nodeid="1" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Business flows</a>
-                <a href="#" data-oe-nodeid="2" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 1: Request a Quote</a>
-                <a href="#" data-oe-nodeid="3" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">From the website</a>
-                <a href="#" data-oe-nodeid="4" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">Surveyor meets the client</a>
-                <a href="#" data-oe-nodeid="5" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_2">(From a phone call)</a>
-                <a href="#" data-oe-nodeid="6" class="oe_unremovable o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Flow 2: Buy  &amp; deliver services</a>
+    <p class="oe-hint" data-oe-version="1.0" data-last-history-steps="3591599202809984"><span class="display-4-fs"><strong>Land Surveyor</strong></span><br/></p><p>Welcome to your Odoo Land Surveyor package! This guide will help you manage your surveyor business efficiently, from managing your leads jobs to invoicing clients.</p><h2><span class="h1-fs">Basics</span></h2>
+        <hr/>
+        <p>Your Odoo Land Surveyor package includes essential apps to streamline your operations:</p>
+        <ul>
+            <li>Manage survey projects and tasks with the <strong>Project</strong> app </li><li>Track leads and opportunities with the <strong>CRM</strong> app </li><li>Create professional quotes with the <strong>Sales</strong> app </li><li>Store and manage plans with <strong>Documents</strong></li><li>Schedule site visits using the <strong>Appointment</strong> app </li></ul>
+        <div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-protected="true">
+            <i class="o_editor_banner_icon mb-3 fst-normal">⚠️</i>
+            <div class="w-100 px-3" data-oe-protected="false">
+                <p>If you want to easily discover every features of this package, try downloading the Demo Data.</p>
+                <p>You can still do it by upgrading your package in Apps.</p>
+                <p>Just be careful, once demo data are uploaded, it cannot be easily deleted. But you can restart a fresh database on <a href="http://Odoo.com/trial">Odoo.com/trial</a></p>
             </div>
         </div>
-        <p><br /></p>
-        <h1>Business flows</h1>
-        <h2>Flow 1: Request a Quote</h2>
-        <h3>From the website</h3>
-        <p><br /></p>
-        <p>Visit the Contact us page: This form will create an opportunity in the CRM, with the right information.</p>
-        <h3>Surveyor meets the client</h3>
-        <p>From the CRM, schedule a call or a meeting. Based on the client’s need, you can create a quotation using the quotation templates.</p>
-        <h3>(From a phone call)</h3>
-        <p>Quicker flow where the surveyor can directly create and send a quote to the lead.</p>
-        <h2>Flow 2: Buy  &amp; deliver services</h2>
-        <p>When the quote is signed by the customer, a dedicated project is created with all the services listed in the quotation as a task.</p>
-        <p>In Planning, the surveyor can allocate the task to each employee (himself, topographer or drawer).</p>
-        <p>
-            In all cases, a surveyor will deliver documents. Therefore an integration with Documents is enabled to easily share the created documents and gather them if needed. To this intent a share link (share  &amp; upload) can be generated for
-            each project sub-workspace so that the customer has direct access to it.
-        </p>
-        <p>Once the final documents are delivered to the customer, the surveyor can send the final invoice potentially adapting the hours spent on each service.<br /></p>
-    </template>    
-
-    <record id="welcome_article" model="knowledge.article">
-        <field name="cover_image_position">92.01000000000006</field>
-        <field name="cover_image_id" ref="knowledge_cover_8"/>
-        <field name="parent_path">3/</field>
-        <field name="internal_permission">write</field>
-        <field name="is_locked">True</field>
-        <field name="is_article_visible_by_everyone" eval="True"/>
-        <field name="sequence">3</field>
-        <field name="name">Surveying &amp; Mapping</field>
-        <field name="icon">📐</field>
-        <field name="body">
-            <![CDATA[]]>
-        </field>
-    </record>
+        <h3><br/></h3><h3>Customer Management (CRM) 🤝</h3>
+        <p>The CRM app helps track leads and manage customer relationships:</p>
+        <ul>
+            <li>Capture and qualify new service requests</li>
+            <li>Track ongoing opportunities and estimates</li>
+            <li>Store detailed customer history and preferences</li>
+            <li>Follow up on quotes and maintenance reminders</li>
+            <li>Monitor your sales pipeline</li>
+        </ul>
+        <p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/sales/crm.html">🎓 CRM</a></p>
+        <p><br/></p>
+        <h3>Appointment Scheduling 📅</h3>
+        <p>The Appointment app streamlines your booking process:</p>
+        <ul>
+            <li>Set up different appointment types for various services</li>
+            <li>Define your availability and working hours</li>
+            <li>Enable online booking for clients</li>
+            <li>Send automatic reminders and confirmations</li>
+        </ul>
+        <p><br/></p>
+        <h3>Sales &amp; Quoting 💰</h3>
+        <p>The Sales app helps create professional quotes:</p>
+        <ul>
+            <li>Build detailed estimates for complex jobs</li>
+            <li>Include materials and labor costs</li>
+            <li>Set up standard pricing for common services</li>
+            <li>Track quote acceptance and conversion rates</li>
+            <li>Generate professional-looking documents</li>
+        </ul>
+        <p><a href="https://www.odoo.com/documentation/latest/applications/sales/sales.html" class="btn btn-outline-primary">🎓 Sales</a></p><p><br/></p>
+        <h3>Time Tracking ⏱️</h3>
+        <p>The Timesheet app helps monitor job efficiency:</p>
+        <ul>
+            <li>Log time spent on each service call</li>
+            <li>Track travel time between jobs</li>
+            <li>Monitor technician productivity</li>
+            <li>Generate accurate billing based on time</li>
+            <li>Analyse job profitability</li>
+        </ul>
+        <p><a class="btn btn-outline-primary" href="https://www.odoo.com/documentation/latest/applications/services/timesheets.html">🎓 Timesheets</a></p><p><br/></p><h3>Survey Projects 📊 </h3><ul><li>Create project templates for different survey types </li><li>Track progress through survey phases </li><li>Store and organize survey data </li><li>Generate and share final deliverables</li></ul><p><a href="https://www.odoo.com/documentation/18.0/applications/services/project.html" class="btn btn-outline-primary">🎓 Project</a></p><p><br/></p><h3>Document Management 📋 </h3><ul><li>Store survey plans securely </li><li>Organize property documentation </li><li>Maintain digital archives </li><li>Share deliverables professionally</li></ul><p><a href="https://www.odoo.com/documentation/18.0/applications/productivity/documents.html?highlight=document" class="btn btn-outline-primary">🎓 Documents</a></p><p><br/></p><h1>Do You Want to Go Further?</h1>
+        <hr/>
+        <p>Odoo offers additional possibilities to enhance your Land Surveyor business:</p>
+        <ul>
+            <li>Start receiving quote requests and showcase your services online with the <strong>Website</strong> app</li><li>Plan your team's schedules efficiently with <strong>Planning</strong></li><li>Send site visit reminders with <strong>SMS Marketing</strong></li></ul><p>These features can be added to your current subscription. Feel free to explore and expand your Odoo experience!</p>
+        <div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-protected="true">
+            <i class="o_editor_banner_icon mb-3 fst-normal">🚀</i>
+            <div class="w-100 px-3" data-oe-protected="false">
+                <p>Would you like to discuss your Odoo setup with us or explore more features?</p>
+                <p><a href="https://www.odoo.com/contactus" class="btn btn-primary">Reach us</a><br/></p>
+            </div>
+        </div><p><br/></p>
+    </template>
+  <record id="welcome_article" model="knowledge.article">
+    <field name="name">Land Surveyor</field>
+    <field name="icon">📐</field>
+    <field name="cover_image_position">25.6815673828125</field>
+    <field name="internal_permission">write</field>
+    <field name="inherited_permission">write</field>
+    <field name="sequence">16</field>
+    <field name="category">workspace</field>
+    <field name="last_edition_uid" ref="base.user_admin"/>
+    <field name="is_article_visible_by_everyone" eval="True"/>
+  </record>
 </odoo>