[MERGE][IMP] mass_mailing[_sms]: improve utm campaign a/b testing integration
PURPOSE Improve the Marketing Campaign and Mass SMS form/tree views. Notably to display clearly what's happening with the A/B testing. SPECIFICATIONS - Re-arrange and improve the "mailings" embed tree view in the Marketing Campaign form, for both mail and sms - Add A/B testing information in Marketing Campaign form views - Reword some labels - Do not override existing campaign when enabling A/B testing See underlying commits for details. LINKS PR #77768 Task 2653806 Related: odoo/enterprise#21421 Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
This commit is contained in:
@@ -461,13 +461,7 @@ class MassMailing(models.Model):
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at = fields.Datetime.from_string(values['ab_testing_schedule_datetime'])
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ab_testing_cron._trigger(at=at)
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mailings = super().create(vals_list)
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campaign_vals = [
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mailing._get_default_ab_testing_campaign_values()
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for mailing in mailings
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if mailing.ab_testing_enabled and not mailing.campaign_id
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]
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self.env['utm.campaign'].create(campaign_vals)
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mailings._create_ab_testing_utm_campaigns()
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mailings._fix_attachment_ownership()
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return mailings
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@@ -475,15 +469,13 @@ class MassMailing(models.Model):
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def write(self, values):
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if values.get('body_html'):
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values['body_html'] = self._convert_inline_images_to_urls(values['body_html'])
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# When ab_testing_enabled is checked we create a campaign if there is none set.
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if values.get('ab_testing_enabled') and not values.get('campaign_id'):
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# Compute the values of the A/B test campaign based on the first mailing
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values['campaign_id'] = self.env['utm.campaign'].create(self[0]._get_default_ab_testing_campaign_values(values)).id
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# If ab_testing is already enabled on a mailing and the campaign is removed, we raise a ValidationError
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if values.get('campaign_id') is False and any(mailing.ab_testing_enabled for mailing in self) and 'ab_testing_enabled' not in values:
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raise ValidationError(_("A campaign should be set when A/B test is enabled"))
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result = super(MassMailing, self).write(values)
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if values.get('ab_testing_enabled'):
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self._create_ab_testing_utm_campaigns()
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self._fix_attachment_ownership()
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if any(self.mapped('ab_testing_schedule_datetime')):
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@@ -493,6 +485,14 @@ class MassMailing(models.Model):
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return result
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def _create_ab_testing_utm_campaigns(self):
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""" Creates the A/B test campaigns for the mailings that do not have campaign set already """
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campaign_vals = [
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mailing._get_default_ab_testing_campaign_values()
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for mailing in self.filtered(lambda mailing: mailing.ab_testing_enabled and not mailing.campaign_id)
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]
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return self.env['utm.campaign'].create(campaign_vals)
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def _fix_attachment_ownership(self):
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for record in self:
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record.attachment_ids.write({'res_model': record._name, 'res_id': record.id})
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@@ -22,7 +22,7 @@ class UtmCampaign(models.Model):
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# A/B Testing
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ab_testing_mailings_count = fields.Integer("A/B Test Mailings #", compute="_compute_mailing_mail_count")
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ab_testing_completed = fields.Boolean("A/B Testing Campaign Finished")
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ab_testing_completed = fields.Boolean("A/B Testing Campaign Finished", copy=False)
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ab_testing_schedule_datetime = fields.Datetime('Send Final On',
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default=lambda self: fields.Datetime.now() + relativedelta(days=1),
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help="Date that will be used to know when to determine and send the winner mailing")
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@@ -66,8 +66,8 @@ class UtmCampaign(models.Model):
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mapped_data = dict()
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ab_testing_mapped_data = dict()
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for campaign in self:
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campaign.mailing_mail_count = sum(mapped_data.get(campaign.id, []))
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campaign.ab_testing_mailings_count = sum(ab_testing_mapped_data.get(campaign.id, []))
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campaign.mailing_mail_count = sum(mapped_data.get(campaign._origin.id or campaign.id, []))
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campaign.ab_testing_mailings_count = sum(ab_testing_mapped_data.get(campaign._origin.id or campaign.id, []))
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@api.constrains('ab_testing_total_pc', 'ab_testing_completed')
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def _check_ab_testing_total_pc(self):
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@@ -215,23 +215,6 @@
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font-size: 90%;
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}
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@media only screen and (min-width: 1200px) {
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.o_utm_campaign_mass_mailing_substats {
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padding-right: 210px;
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div {
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margin-left: 50px;
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}
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}
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}
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@media only screen and (min-width: 768px) and (max-width: 1200px) {
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.o_utm_campaign_mass_mailing_substats {
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padding-right: 180px;
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div {
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margin-left: 30px;
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}
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}
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}
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.o_mailing_contact_import_list {
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min-height: 150px;
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@@ -1,9 +1,4 @@
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@include media-breakpoint-down(md) {
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.o_utm_campaign_mass_mailing_substats {
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width: 80%;
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margin: 0 auto;
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justify-content: space-between !important;
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}
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// For field to occupy full width in small devices. We need '!important'
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// here because of the 'w-auto' class used in the view.
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.o_form_editable div[name="mailing_filter_id"] {
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@@ -103,11 +103,35 @@ class TestMailingABTesting(MassMailCommon):
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})
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ab_mailing.invalidate_recordset()
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# Check if the campaign is correclty created and the values set on the mailing are still the same
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# Check if the campaign is correctly created and the values set on the mailing are still the same
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self.assertTrue(ab_mailing.campaign_id, "A campaign id is present for the A/B test mailing")
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self.assertEqual(ab_mailing.ab_testing_winner_selection, 'manual', "The selection winner has been propagated correctly")
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self.assertEqual(ab_mailing.ab_testing_schedule_datetime, schedule_datetime, "The schedule date has been propagated correctly")
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# Check that while enabling the A/B testing, if campaign is already set, new one should not be created
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created_mailing_campaign = ab_mailing.campaign_id
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ab_mailing.ab_testing_enabled = False
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ab_mailing.ab_testing_enabled = True
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self.assertEqual(ab_mailing.campaign_id, created_mailing_campaign, "No new campaign should have been created")
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# Check that while enabling the A/B testing, if user manually selects a campaign, it should be saved
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# rather than being replaced with the automatically created one
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ab_mailing.write({'ab_testing_enabled': False, 'campaign_id': False})
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ab_mailing.write({'ab_testing_enabled': True, 'campaign_id': created_mailing_campaign})
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self.assertEqual(ab_mailing.campaign_id, created_mailing_campaign, "No new campaign should have been created")
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ab_mailing_2 = self.env['mailing.mailing'].create({
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'subject': 'A/B Testing V2',
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'contact_list_ids': self.mailing_list.ids,
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})
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ab_mailing_2.invalidate_recordset()
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ab_mailing_2.ab_testing_enabled = True
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# Check if the campaign is correctly created with default values
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self.assertTrue(ab_mailing.campaign_id, "A campaign id is present for the A/B test mailing")
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self.assertTrue(ab_mailing.ab_testing_winner_selection, "The selection winner has been set to default value")
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self.assertTrue(ab_mailing.ab_testing_schedule_datetime, "The schedule date has been set to default value")
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@mute_logger('odoo.addons.mail.models.mail_mail')
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@users('user_marketing')
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def test_mailing_ab_testing_manual_flow(self):
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@@ -9,7 +9,7 @@
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<field name="is_mailing_campaign_activated" invisible="1"/>
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<button name="%(action_create_mass_mailings_from_campaign)d"
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type="action" class="oe_highlight" attrs="{'invisible': [('is_mailing_campaign_activated', '=', False)]}"
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groups="mass_mailing.group_mass_mailing_user" string="Send new Mailing"/>
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groups="mass_mailing.group_mass_mailing_user" string="Send Mailing"/>
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</xpath>
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="%(action_view_mass_mailings_from_campaign)d"
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@@ -17,64 +17,44 @@
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attrs="{'invisible': ['|', ('mailing_mail_count', '=', 0), ('is_mailing_campaign_activated', '=', False)]}"
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groups="mass_mailing.group_mass_mailing_user">
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<field name="mailing_mail_count" widget="statinfo" string="Mailings"/>
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<field name="ab_testing_mailings_count" invisible="1"/>
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</button>
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</xpath>
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<xpath expr="//notebook" position="inside">
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<page string="Mailings" name="mailings"
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attrs="{'invisible': ['|', ('mailing_mail_count', '=', 0), ('is_mailing_campaign_activated', '=', False)]}"
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groups="mass_mailing.group_mass_mailing_user">
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<field name="mailing_mail_ids" readonly="1" nolabel="1">
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<field name="mailing_mail_ids" nolabel="1">
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<tree>
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<field name="subject"/>
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<field name="sent_date"/>
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<field name="state"/>
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<field name="delivered"/>
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<field name="opened"/>
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<field name="replied"/>
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<field name="bounced"/>
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<field name="calendar_date" string="Date"/>
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<field name="subject" attrs="{'readonly': [('state', 'in', ('sending', 'done'))]}"/>
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<field name="mailing_model_id" string="Recipients" optional="hide"/>
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<field name="user_id" widget="many2one_avatar_user"/>
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<field name="ab_testing_enabled" string="A/B Test"
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groups="mass_mailing.group_mass_mailing_campaign"
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attrs="{'column_invisible': [('parent.ab_testing_mailings_count', '=', 0)]}"/>
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<field name="campaign_id" string="Campaign" groups="mass_mailing.group_mass_mailing_campaign" optional="hide"/>
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<field name="received_ratio" string="Delivered (%)" avg="Average of Delivered"/>
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<field name="opened_ratio" string="Opened (%)" avg="Average of Opened"/>
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<field name="bounced_ratio" string="Bounced (%)" optional="hide" avg="Average of Bounced"/>
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<field name="clicks_ratio" string="Clicked (%)" avg="Average of Clicked"/>
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<field name="replied_ratio" string="Replied (%)" avg="Average of Replied"/>
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<field name="state" decoration-info="state in ('draft', 'in_queue')" decoration-success="state in ('sending', 'done')" widget="badge"/>
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<button name="action_duplicate" type="object" string="Duplicate"/>
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</tree>
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</field>
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<div class="o_utm_campaign_mass_mailing_substats d-flex justify-content-end align-items-center">
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<div class="d-flex justify-content-end align-items-center flex-column">
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<label for="received_ratio" string="Delivered" class="m-0"/>
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<div class="m-0">
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<span class="text-end">
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<field name="received_ratio"/>
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<span>%</span>
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</span>
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</div>
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</div>
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<div class="d-flex justify-content-end align-items-center flex-column">
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<label for="opened_ratio" string="Opened" class="m-0"/>
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<div class="m-0">
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<span class="text-end">
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<field name="opened_ratio"/>
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<span>%</span>
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</span>
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</div>
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</div>
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<div class="d-flex justify-content-end align-items-center flex-column">
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<label for="replied_ratio" string="Replied" class="m-0"/>
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<div class="m-0">
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<span class="text-end">
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<field name="replied_ratio"/>
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<span>%</span>
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</span>
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</div>
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</div>
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<div class="d-flex justify-content-end align-items-center flex-column">
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<label for="bounced_ratio" string="Bounced" class="m-0"/>
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<div class="m-0">
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<span class="text-end">
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<field name="bounced_ratio"/>
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<span>%</span>
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</span>
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</div>
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</div>
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</div>
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</page>
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</xpath>
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<xpath expr="//notebook" position="after">
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<group name="ab_test_group" groups="mass_mailing.group_mass_mailing_campaign" attrs="{'invisible': [('ab_testing_mailings_count', '=', 0)]}">
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<group string="A/B Test">
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<field name="ab_testing_completed" invisible="1"/>
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<field name="ab_testing_winner_selection" attrs="{'readonly': [('ab_testing_completed', '=', True)]}"/>
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<field name="ab_testing_schedule_datetime"
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attrs="{'invisible': [('ab_testing_winner_selection', '=', 'manual')], 'readonly': [('ab_testing_completed', '=', True)]}"/>
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</group>
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</group>
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</xpath>
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</field>
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</record>
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@@ -18,6 +18,7 @@ class UtmCampaign(models.Model):
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groups="mass_mailing.group_mass_mailing_user")
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# A/B Testing
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ab_testing_mailings_sms_count = fields.Integer("A/B Test Mailings SMS #", compute="_compute_mailing_sms_count")
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ab_testing_sms_winner_selection = fields.Selection([
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('manual', 'Manual'),
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('clicks_ratio', 'Highest Click Rate')], string="SMS Winner Selection", default="clicks_ratio")
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@@ -32,8 +33,25 @@ class UtmCampaign(models.Model):
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@api.depends('mailing_sms_ids')
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def _compute_mailing_sms_count(self):
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if self.ids:
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mailing_sms_data = self.env['mailing.mailing'].read_group(
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[('campaign_id', 'in', self.ids), ('mailing_type', '=', 'sms')],
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['campaign_id', 'ab_testing_enabled'],
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['campaign_id', 'ab_testing_enabled'],
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lazy=False,
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)
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ab_testing_mapped_sms_data = {}
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mapped_sms_data = {}
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for data in mailing_sms_data:
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if data['ab_testing_enabled']:
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ab_testing_mapped_sms_data.setdefault(data['campaign_id'][0], []).append(data['__count'])
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mapped_sms_data.setdefault(data['campaign_id'][0], []).append(data['__count'])
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else:
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mapped_sms_data = dict()
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ab_testing_mapped_sms_data = dict()
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for campaign in self:
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campaign.mailing_sms_count = len(campaign.mailing_sms_ids)
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campaign.mailing_sms_count = sum(mapped_sms_data.get(campaign._origin.id or campaign.id, []))
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campaign.ab_testing_mailings_sms_count = sum(ab_testing_mapped_sms_data.get(campaign._origin.id or campaign.id, []))
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def action_create_mass_sms(self):
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action = self.env["ir.actions.actions"]._for_xml_id("mass_mailing.action_create_mass_mailings_from_campaign")
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@@ -233,17 +233,17 @@
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<tree string="SMS Marketing" sample="1" decoration-info="state == 'draft'">
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<field name="subject"/>
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<field name="calendar_date" string="Date"/>
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<field name="subject" string="Title"/>
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<field name="mailing_type" invisible="1"/>
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<field name="mailing_model_id" string="Recipients"/>
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<field name="mailing_model_id" string="Recipients" optional="hide"/>
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<field name="user_id" widget="many2one_avatar_user"/>
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<field name="schedule_date" string="Scheduled" widget="remaining_days"/>
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<field name="sent_date" widget="date"/>
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<field name="state" decoration-info="state == 'draft' or state == 'in_queue'" decoration-success="state == 'sending' or state == 'done'" widget="badge"/>
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<field name="campaign_id" string="Campaign" groups="mass_mailing.group_mass_mailing_campaign"/>
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<field name="sent"/>
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<field name="clicked"/>
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<field name="bounced"/>
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<field name="campaign_id" string="Campaign" groups="mass_mailing.group_mass_mailing_campaign" optional="hide"/>
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<field name="ab_testing_enabled" string="A/B Test" groups="mass_mailing.group_mass_mailing_campaign"/>
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<field name="sent" sum="Total Sent"/>
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<field name="clicked" string="Clicked (%)" widget="progressbar" avg="Average of Clicked"/>
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<field name="bounced" string="Bounced (%)" widget="progressbar" optional="hide" avg="Average of Bounced"/>
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<field name="state" decoration-info="state in ('draft', 'in_queue')" decoration-success="state in ('sending', 'done')" widget="badge"/>
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</tree>
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</field>
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</record>
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@@ -17,6 +17,7 @@
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attrs="{'invisible': ['|', ('mailing_sms_count', '=', 0), ('is_mailing_campaign_activated', '=', False)]}"
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icon="fa-mobile" groups="mass_mailing.group_mass_mailing_user">
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<field name="mailing_sms_count" widget="statinfo" string="SMS"/>
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<field name="ab_testing_mailings_sms_count" invisible="1"/>
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</button>
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</xpath>
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<xpath expr="//notebook" position="inside">
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@@ -24,19 +25,30 @@
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attrs="{'invisible': ['|', ('mailing_sms_count', '=', 0), ('is_mailing_campaign_activated', '=', False)]}"
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groups="mass_mailing.group_mass_mailing_user">
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<group>
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<field name="mailing_sms_ids" readonly="1" nolabel="1">
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<field name="mailing_sms_ids" nolabel="1">
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<tree>
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<field name="subject"/>
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<field name="sent_date"/>
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<field name="state"/>
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<field name="bounced"/>
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<field name="delivered"/>
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<field name="calendar_date" string="Date"/>
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<field name="subject" string="Title"/>
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<field name="mailing_type" invisible="1"/>
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<field name="mailing_model_id" string="Recipients" optional="hide"/>
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<field name="user_id" widget="many2one_avatar_user"/>
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<field name="campaign_id" string="Campaign" groups="mass_mailing.group_mass_mailing_campaign" optional="hide"/>
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<field name="ab_testing_enabled" string="A/B Test"
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groups="mass_mailing.group_mass_mailing_campaign"
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attrs="{'column_invisible': [('parent.ab_testing_mailings_sms_count', '=', 0)]}"/>
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<field name="sent" sum="Total Sent"/>
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<field name="clicked" string="Clicked (%)" avg="Average of Clicked"/>
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<field name="bounced" string="Bounced (%)" optional="hide" avg="Average of Bounced"/>
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<field name="state" decoration-info="state in ('draft', 'in_queue')" decoration-success="state in ('sending', 'done')" widget="badge"/>
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<button name="action_duplicate" type="object" string="Duplicate"/>
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</tree>
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</field>
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</group>
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</page>
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</xpath>
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<xpath expr="//group[@name='ab_test_group']" position="attributes">
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<attribute name="attrs">{'invisible': [('ab_testing_mailings_sms_count', '=', 0), ('ab_testing_mailings_count', '=', 0)]}</attribute>
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</xpath>
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</field>
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</record>
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