[REF] mail, *: improve 'pay now' notification template

* = sale, purchase

PURPOSE

Purpose of this commit is to improve the 'Pay Now' notification template
used notably when using the "Send by email" button on

  * invoices
  * sale orders
  * RFQ and purchase orders

SPECIFICATIONS

Global specifications

  * remove gray background that is around the white content (aka have an
    email with an uniform white background);
  * move button on top of email like other notification templates (top-left
    and company logo is top-right);
  * fix various small wording issues;
  * fix signature usage;

Technical specifications

Remove custom definition of access links and labels in 'Pay Now' notification
template (``mail_notification_paynow``). It is now done at model level through
the ``_notify_get_groups`` that is generic to notification emails. This allows
to remove QWeb override in purchase and sale notably. Displaying access links
is now controller by the ``has_button_access`` value. Model computes links,
access and labels while view only displays what is requested. That way any
template can use those values instead of being defined in a template subject
to user changes.

Sale / Purchase

Overrides of those modules is not necessary anymore since button labelling
and URLs are managed at model level.

Purchase "specific" buttons for Accept / Update dates are now email layout
actions, like used in other modules like HR or Project.

Continuation of odoo/odoo#76418 .

Task-2712450 (Mail/Sale: Improve 'Pay Now' notification template)

Part-of: odoo/odoo#82167

addons/mail/data/mail_templates_email_layouts.xml

@@ -131,33 +131,37 @@
 </table>
         </template>
 
-        <!-- Information on model to use this notification template
-          * if the record has an online access defined in _get_access_action, having
-            a _get_share_url methods is required (like sale order and invoice);
-          * this template works best with portal-enable models although it is not
-            a complete requirement currently;
-        -->
+        <!-- Used mainly in conjunction of portal models (SO, PO, Invoices) although not mandatory -->
         <template id="mail_notification_paynow" name="Mail: Pay Now mail notification template">
-<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #F1F1F1; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
-<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 24px; background-color: white; color: #454748; border-collapse:separate;">
+<table border="0" cellpadding="0" cellspacing="0" style="padding-top: 16px; background-color: #FFFFFF; font-family:Verdana, Arial,sans-serif; color: #454748; width: 100%; border-collapse:separate;"><tr><td align="center">
+<table border="0" cellpadding="0" cellspacing="0" width="590" style="padding: 24px; background-color: #FFFFFF; color: #454748; border-collapse:separate;">
 <tbody>
     <!-- HEADER -->
     <tr>
         <td align="center" style="min-width: 590px;">
-            <t t-set="access_action" t-value="record._get_access_action(force_website=True)"/>
-            <t t-set="is_online" t-value="access_action and access_action['type'] == 'ir.actions.act_url'"/>
-            <t t-set="base_url" t-value="record.get_base_url()"/>
-            <t t-set="share_url" t-value="is_online and record._get_share_url(redirect=True, signup_partner=notification_is_customer, share_token=notification_is_customer)"/>
-            <t t-set="access_url" t-value="is_online and share_url and base_url + share_url or ''"/>
-            <t t-set="access_name">
-                View <t t-esc="model_description or 'document'"/>
-            </t>
-            <table border="0" cellpadding="0" cellspacing="0" width="100%" style="background-color: white; padding: 0; border-collapse:separate;">
+            <table border="0" cellpadding="0" cellspacing="0" width="100%" style="background-color: #FFFFFF; padding: 0; border-collapse:separate;">
                 <tr><td valign="middle">
-                    <span style="font-size: 10px;">Your <t t-esc="model_description or 'document'"/></span><br/>
-                    <span style="font-size: 20px; font-weight: bold;">
-                        <t t-esc="message.record_name"/>
-                    </span>
+                    <t t-if="has_button_access">
+                        <a t-att-href="button_access['url']"
+                           style="padding: 8px 12px; font-size: 12px; color: #FFFFFF; text-decoration: none !important; font-weight: 400; background-color: #875A7B; border: 0px solid #875A7B; border-radius:3px">
+                            <t t-esc="button_access['title']"/>
+                        </a>
+                    </t>
+                    <t t-else="">
+                        <span style="font-size: 10px;">Your <t t-esc="model_description or 'document'"/></span>
+                        <br/>
+                        <span style="font-size: 20px; font-weight: bold;">
+                            <t t-esc="message.record_name and message.record_name.replace('/','-') or ''"/>
+                        </span>
+                    </t>
+                    <t t-if="actions">
+                        <t t-foreach="actions" t-as="action">
+                            |
+                            <a t-att-href="action['url']" style="color: #875A7B; text-decoration:none !important;">
+                                <t t-esc="action['title']"/>
+                            </a>
+                        </t>
+                    </t>
                 </td><td valign="middle" align="right">
                     <img t-att-src="'/logo.png?company=%s' % (company.id or 0)" style="padding: 0px; margin: 0px; height: 48px;" t-att-alt="'%s' % company.name"/>
                 </td></tr>
@@ -171,12 +175,6 @@
     <tr>
         <td style="padding: 0">
             <t t-out="message.body"/>
-            <div t-if="is_online and not record._context.get('proforma')" style="margin: 32px 0px 32px 0px; text-align: center;">
-                <a t-att-href="access_url"
-                    style="background-color: #875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px; font-size:13px;">
-                    <t t-esc="access_name"/>
-                </a>
-            </div>
             <t t-if="email_add_signature and 'user_id' in record and record.user_id and not record.env.user._is_superuser() and not is_html_empty(record.user_id.sudo().signature)">
                 <div style="margin: 0px; padding: 0px; font-size:13px;">
                     Best regards,

addons/portal/models/portal_mixin.py

@@ -46,10 +46,14 @@ class PortalMixin(models.AbstractModel):
         :return: the url of the record with access parameters, if any.
         """
         self.ensure_one()
-        params = {
-            'model': self._name,
-            'res_id': self.id,
-        }
+        if redirect:
+            # model / res_id used by mail/view to check access on record
+            params = {
+                'model': self._name,
+                'res_id': self.id,
+            }
+        else:
+            params = {}
         if share_token and hasattr(self, 'access_token'):
             params['access_token'] = self._portal_ensure_token()
         if pid:
@@ -68,6 +72,8 @@ class PortalMixin(models.AbstractModel):
         if access_token and 'partner_id' in self._fields and self['partner_id']:
             customer = self['partner_id']
             local_msg_vals['access_token'] = self.access_token
+            local_msg_vals['pid'] = customer.id
+            local_msg_vals['hash'] = self._sign_token(customer.id)
             local_msg_vals.update(customer.signup_get_auth_param()[customer.id])
             access_link = self._notify_get_action_link('view', **local_msg_vals)
 

addons/purchase/data/mail_templates.xml

@@ -1,41 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo><data noupdate="1">
 
-    <template id="mail_notification_confirm" inherit_id="mail.mail_notification_paynow" name="Purchase: Confirmation mail notification template">
-        <xpath expr="//t[@t-set='access_name']" position="after">
-            <t t-if="record._name == 'purchase.order'">
-                <t t-if="record.state == 'purchase' and not record.env.context.get('is_reminder')">
-                    <t t-set="access_name">Confirm</t>
-                    <t t-set="access_url" t-value="record.get_confirm_url(confirm_type='reception')"/>
-                </t>
-            </t>
-        </xpath>
-        <xpath expr="//a[@t-att-href='access_url']" position="replace">
-            <t t-if="record._name == 'purchase.order' and record.env.context.get('is_reminder')">
-                <a t-att-href="record.get_confirm_url(confirm_type='reminder')"
-                    style="margin-right: 10px; background-color: #875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px; font-size:13px;">
-                    Yes
-                </a>
-                <a t-att-href="record.get_update_url()"
-                    style="margin-left: 10px; background-color: #875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px; font-size:13px;">
-                    No, Update Dates
-                </a>
-                <div>&amp;nbsp;</div>
-                <div style="margin: 0px; padding: 0px; font-size:13px; text-align: left;">
-                    If you have any questions, please do not hesitate to contact us.
-                    <div>&amp;nbsp;</div>
-                    Best regards,
-                </div>
-            </t>
-            <t t-else="">
-                <a t-att-href="access_url"
-                    style="margin-left: 10px; background-color: #875A7B; padding: 8px 16px 8px 16px; text-decoration: none; color: #fff; border-radius: 5px; font-size:13px;">
-                    <t t-esc="access_name"/>
-                </a>
-            </t>
-        </xpath>
-    </template>
-
     <template id="track_po_line_template">
         <div>
             <strong>The ordered quantity has been updated.</strong>

addons/purchase/models/purchase.py

@@ -351,6 +351,27 @@ class PurchaseOrder(models.Model):
             self.filtered(lambda o: o.state == 'draft').write({'state': 'sent'})
         return super(PurchaseOrder, self.with_context(mail_post_autofollow=self.env.context.get('mail_post_autofollow', True))).message_post(**kwargs)
 
+    def _notify_get_recipients_groups(self, msg_vals=None):
+        """ Tweak 'view document' button for portal customers, calling directly
+        routes for confirm specific to PO model. """
+        groups = super(PurchaseOrder, self)._notify_get_recipients_groups(msg_vals=msg_vals)
+
+        customer_portal_group = next(group for group in groups if group[0] == 'portal_customer')
+        if customer_portal_group:
+            access_opt = customer_portal_group[2].setdefault('button_access', {})
+            if self.env.context.get('is_reminder'):
+                access_opt['title'] = _('View')
+                actions = customer_portal_group[2].setdefault('actions', list())
+                actions.extend([
+                    {'url': self.get_confirm_url(confirm_type='reminder'), 'title': _('Accept')},
+                    {'url': self.get_update_url(), 'title': _('Update Dates')},
+                ])
+            else:
+                access_opt['title'] = _('Confirm')
+                access_opt['url'] = self.get_confirm_url(confirm_type='reception')
+
+        return groups
+
     def _track_subtype(self, init_values):
         self.ensure_one()
         if 'state' in init_values and self.state == 'purchase':

addons/sale/__manifest__.py

@@ -24,7 +24,6 @@ This module contains all the common features of Sales Management and eCommerce.
         'data/ir_sequence_data.xml',
         'data/mail_data_various.xml',
         'data/mail_template_data.xml',
-        'data/mail_templates.xml',
         'data/sale_data.xml',
 
         'wizard/account_accrued_orders_wizard_views.xml',

addons/sale/data/mail_templates.xml

@@ -1,27 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo noupdate="1">
-
-    <template id="mail_notification_paynow_online"
-        inherit_id="mail.mail_notification_paynow"
-        name="Quotation: Sign and Pay mail notification template">
-        <xpath expr="//t[@t-set='access_name']" position="after">
-            <t t-if="record._name == 'sale.order'">
-                <t t-set="is_transaction_pending" t-value="record.get_portal_last_transaction().state == 'pending'"/>
-                <t t-if="record.has_to_be_signed(include_draft=True)">
-                    <t t-if="record.has_to_be_paid()" t-set="access_name">
-                        <t t-if="is_transaction_pending">View Quotation</t>
-                        <t t-else="">Review, Sign &amp; Pay Quotation</t>
-                    </t>
-                    <t t-else="" t-set="access_name">Review, Accept &amp; Sign Quotation</t>
-                </t>
-                <t t-elif="record.has_to_be_paid(include_draft=True) and not is_transaction_pending">
-                    <t t-set="access_name">Review, Accept &amp; Pay Quotation</t>
-                </t>
-                <t t-elif="record.state in ('draft', 'sent')">
-                    <t t-set="access_name">View Quotation</t>
-                </t>
-            </t>
-        </xpath>
-    </template>
-
-</odoo>

addons/sale/models/sale_order.py

@@ -1069,6 +1069,32 @@ class SaleOrder(models.Model):
         transaction = self.get_portal_last_transaction()
         return (self.state == 'sent' or (self.state == 'draft' and include_draft)) and not self.is_expired and self.require_payment and transaction.state != 'done' and self.amount_total
 
+    def _notify_get_recipients_groups(self, msg_vals=None):
+        """ Give access button to users and portal customer as portal is integrated
+        in sale. Customer and portal group have probably no right to see
+        the document so they don't have the access button. """
+        groups = super(SaleOrder, self)._notify_get_recipients_groups(msg_vals=msg_vals)
+        if self._context.get('proforma'):
+            for group in [g for g in groups if g[0] in ('portal_customer', 'customer')]:
+                group[2]['has_button_access'] = False
+            return groups
+
+        customer_portal_group = next(group for group in groups if group[0] == 'portal_customer')
+        if customer_portal_group:
+            access_opt = customer_portal_group[2].setdefault('button_access', {})
+            is_tx_pending = self.get_portal_last_transaction().state == 'pending'
+            if self.has_to_be_signed(include_draft=True):
+                if self.has_to_be_paid():
+                    access_opt['title'] = _('View Quotation') if is_tx_pending else _('Review, Sign & Pay Quotation')
+                else:
+                    access_opt['title'] = _('Review, Accept & Sign Quotation')
+            elif self.has_to_be_paid(include_draft=True) and not is_tx_pending:
+                access_opt['title'] = _('Review, Accept & Pay Quotation')
+            elif self.state in ('draft', 'sent'):
+                access_opt['title'] = _('View Quotation')
+
+        return groups
+
     def preview_sale_order(self):
         self.ensure_one()
         return {

addons/test_mail/models/test_mail_models.py

@@ -41,11 +41,6 @@ class MailTestStandard(models.Model):
     container_id = fields.Many2one('mail.test.container', tracking=True)
     company_id = fields.Many2one('res.company')
 
-    def _get_share_url(self, redirect, signup_partner, share_token):
-        """This function is required for a test on 'mail.mail_notification_paynow' template (test_message_post/test_mail_add_signature),
-        another model should be created in master"""
-        return '/mail/view'
-
 
 class MailTestActivity(models.Model):
     """ This model can be used to test activities in addition to simple chatter

addons/website_sale/tests/test_website_sale_mail.py

@@ -26,6 +26,8 @@ class TestWebsiteSaleMail(HttpCase):
 
         # we override unlink because we don't want the email to be auto deleted
         MailMail = odoo.addons.mail.models.mail_mail.MailMail
+        # as we check some link content, avoid mobile doing its link management
+        self.env['ir.config_parameter'].sudo().set_param('mail_mobile.disable_redirect_firebase_dynamic_link', True)
 
         with patch.object(MailMail, 'unlink', lambda self: None):
             self.start_tour("/", 'shop_mail', login="admin")