[PERF] crm: speedup daily usage of intensive CRM

PURPOSE

After internal feedback, improve crm activity reporting and lead duplicates
finding by tweaking the feature and adding indexes.

SPECIFICATIONS

[PERF] crm: add index on phone_sanitized

This allows to speedup exact match searching, notably in lead duplicates.

[PERF] crm: rewrite duplicates computation

Criterions are now

  * email domain exact match;
  * phone_sanitized exact match;
  * same commercial entity;

[PERF] mail: update index on mail_activity_type_id

Only not null values matter.

[PERF] crm: fix performances of activity report

Remove inclusion of discussion messages in the query. Keep only activities-based
messages.

See sub commits for more detailed rationales.

Task-3129356 (Crm: Fix activity report performances)
Task-3142659 (Crm: Fix duplicate leads computation performances)

closes odoo/odoo#112535

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Odoo's Mergebot
2023-03-09 10:51:38 +01:00
committed by GitHub
5 changed files with 250 additions and 232 deletions
+37 -26
View File
@@ -188,10 +188,18 @@ class Lead(models.Model):
'Email', tracking=40, index='trigram',
compute='_compute_email_from', inverse='_inverse_email_from', readonly=False, store=True)
email_normalized = fields.Char(index='trigram') # inherited via mail.thread.blacklist
email_domain_criterion = fields.Char(
string='Email Domain Criterion',
compute="_compute_email_domain_criterion",
index='btree_not_null', # used for exact match, void value do not matter
store=True,
unaccent=False, # normalized, exact matching
)
phone = fields.Char(
'Phone', tracking=50,
compute='_compute_phone', inverse='_inverse_phone', readonly=False, store=True)
mobile = fields.Char('Mobile', compute='_compute_mobile', readonly=False, store=True)
phone_sanitized = fields.Char(index='btree_not_null') # inherited via mail.thread.phone
phone_state = fields.Selection([
('correct', 'Correct'),
('incorrect', 'Incorrect')], string='Phone Quality', compute="_compute_phone_state", store=True)
@@ -447,6 +455,14 @@ class Lead(models.Model):
if lead._get_partner_email_update():
lead.partner_id.email = lead.email_from
@api.depends('email_normalized')
def _compute_email_domain_criterion(self):
self.email_domain_criterion = False
for lead in self.filtered('email_normalized'):
lead.email_domain_criterion = iap_tools.mail_prepare_for_domain_search(
lead.email_normalized
)
@api.depends('partner_id.phone')
def _compute_phone(self):
for lead in self:
@@ -531,11 +547,16 @@ class Lead(models.Model):
for lead in self:
lead.calendar_event_count = mapped_data.get(lead.id, 0)
@api.depends('email_from', 'partner_id', 'contact_name', 'partner_name')
@api.depends('email_domain_criterion', 'email_normalized', 'partner_id',
'phone_sanitized')
def _compute_potential_lead_duplicates(self):
MIN_EMAIL_LENGTH = 7
MIN_NAME_LENGTH = 6
MIN_PHONE_LENGTH = 8
""" Override potential lead duplicates computation to be more efficient
with high lead volume.
Criterions:
* email domain exact match;
* phone_sanitized exact match;
* same commercial entity;
"""
SEARCH_RESULT_LIMIT = 21
def return_if_relevant(model_name, domain):
@@ -544,14 +565,12 @@ class Lead(models.Model):
below a given threshold (i.e: `SEARCH_RESULT_LIMIT`). Otherwise, returns
an empty recordset of the provided model as it indicates search term
was not relevant.
Note: The function will use the administrator privileges to guarantee
that a maximum amount of leads will be included in the search results
and transcend multi-company record rules. It also includes archived records.
Idea is that counter indicates duplicates are present and that lead
could be escalated to managers.
and transcend multi-company record rules. It also includes archived
records. Idea is that counter indicates duplicates are present and
the lead could be escalated to managers.
"""
# Includes archived records and transcend multi-company record rules
model = self.env[model_name].sudo().with_context(active_test=False)
res = model.search(domain, limit=SEARCH_RESULT_LIMIT)
return res if len(res) < SEARCH_RESULT_LIMIT else model
@@ -563,31 +582,23 @@ class Lead(models.Model):
]
duplicate_lead_ids = self.env['crm.lead']
email_search = iap_tools.mail_prepare_for_domain_search(lead.email_from, min_email_length=MIN_EMAIL_LENGTH)
if email_search:
# check the "company" email domain duplicates
if lead.email_domain_criterion:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('email_normalized', 'ilike', email_search)
])
if lead.partner_name and len(lead.partner_name) >= MIN_NAME_LENGTH:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('partner_name', 'ilike', lead.partner_name)
])
if lead.contact_name and len(lead.contact_name) >= MIN_NAME_LENGTH:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('contact_name', 'ilike', lead.contact_name)
('email_domain_criterion', '=', lead.email_domain_criterion)
])
# check for "same commercial entity" duplicates
if lead.partner_id and lead.partner_id.commercial_partner_id:
duplicate_lead_ids |= lead.with_context(active_test=False).search(common_lead_domain + [
("partner_id", "child_of", lead.partner_id.commercial_partner_id.id)
])
if lead.phone and len(lead.phone) >= MIN_PHONE_LENGTH:
# check the phone number duplicates, based on phone_sanitized. Only
# exact matches are found, and the single one stored in phone_sanitized
# in case phone and mobile are both set.
if lead.phone_sanitized:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('phone_mobile_search', 'ilike', lead.phone)
])
if lead.mobile and len(lead.mobile) >= MIN_PHONE_LENGTH:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('phone_mobile_search', 'ilike', lead.mobile)
('phone_sanitized', '=', lead.phone_sanitized)
])
lead.duplicate_lead_ids = duplicate_lead_ids + lead
+2 -3
View File
@@ -70,11 +70,10 @@ class ActivityReport(models.Model):
"""
def _where(self):
disccusion_subtype = self.env.ref('mail.mt_comment')
return """
WHERE
m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL OR m.subtype_id = %s)
""" % (disccusion_subtype.id,)
m.model = 'crm.lead' AND (m.mail_activity_type_id IS NOT NULL)
"""
def init(self):
tools.drop_view_if_exists(self._cr, self._table)
+2 -1
View File
@@ -10,7 +10,8 @@ access_res_partner_category,res.partner.category.crm.user,base.model_res_partner
access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,sales_team.group_sale_manager,1,1,1,1
access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,sales_team.group_sale_salesman,1,0,0,0
access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
access_crm_activity_report_user,crm.activity.report.user,model_crm_activity_report,base.group_user,1,0,0,0
access_crm_activity_report_user,crm.activity.report.user,model_crm_activity_report,base.group_user,0,0,0,0
access_crm_activity_report_salesman,crm.activity.report.salesman,model_crm_activity_report,sales_team.group_sale_salesman,1,0,0,0
access_calendar_event_manager,calendar.event.manager,calendar.model_calendar_event,sales_team.group_sale_manager,1,1,1,1
access_calendar_event,calendar.event,calendar.model_calendar_event,sales_team.group_sale_salesman,1,1,1,0
access_calendar_event_type_sale_manager,calendar.event.type.manager,calendar.model_calendar_event_type,sales_team.group_sale_manager,1,1,1,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
10 access_crm_lost_reason_manager crm.lost.reason.manager model_crm_lost_reason sales_team.group_sale_manager 1 1 1 1
11 access_crm_lost_reason_salesman crm.lost.reason.salesman model_crm_lost_reason sales_team.group_sale_salesman 1 0 0 0
12 access_crm_lost_reason_user crm.lost.reason.user model_crm_lost_reason base.group_user 1 0 0 0
13 access_crm_activity_report_user crm.activity.report.user model_crm_activity_report base.group_user 1 0 0 0 0
14 access_crm_activity_report_salesman crm.activity.report.salesman model_crm_activity_report sales_team.group_sale_salesman 1 0 0 0
15 access_calendar_event_manager calendar.event.manager calendar.model_calendar_event sales_team.group_sale_manager 1 1 1 1
16 access_calendar_event calendar.event calendar.model_calendar_event sales_team.group_sale_salesman 1 1 1 0
17 access_calendar_event_type_sale_manager calendar.event.type.manager calendar.model_calendar_event_type sales_team.group_sale_manager 1 1 1 0
+208 -201
View File
@@ -2,220 +2,227 @@
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.crm.tests.common import TestCrmCommon
from odoo.addons.iap.tools import iap_tools
from odoo.tests.common import tagged, users
@tagged('lead_manage')
class TestLeadConvert(TestCrmCommon):
@tagged('lead_internals')
class TestCRMLead(TestCrmCommon):
@users('user_sales_manager')
def test_potential_duplicates(self):
company = self.env['res.partner'].create({
'name': 'My company',
'email': 'mycompany@company.com',
'is_company': True,
'street': '57th Street',
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.emails_provider_generic = {
('robert.poilvert@gmail.com', 'robert.poilvert@gmail.com'),
('fp@odoo.com', 'fp@odoo.com'),
('fp.alias@mail.odoo.com', 'fp.alias@mail.odoo.com'),
}
cls.emails_provider_company = {
('robert.poilvert@mycompany.com', 'mycompany.com'),
('fp@subdomain.odoo.com', 'subdomain.odoo.com'),
}
# customer data
country_us_id = cls.env.ref('base.us').id
cls.test_company = cls.env['res.partner'].create({
'city': 'New New York',
'country_id': self.env.ref('base.us').id,
'country_id': country_us_id,
'email': 'test.company@another.email.company.com',
'is_company': True,
'name': 'My company',
'street': '57th Street',
'zip': '12345',
})
cls.test_partners = cls.env['res.partner'].create([
{
'city': 'New York',
'country_id': country_us_id,
'email': 'dave@another.email.company.com',
'is_company': False,
'mobile': '+1 202 000 0123',
'name': 'Dave',
'phone': False,
'parent_id': cls.test_company.id,
'street': 'Pearl street',
'zip': '12345',
},
{
'city': 'New York',
'country_id': country_us_id,
'email': 'eve@another.email.company.com',
'is_company': False,
'mobile': '+1 202 000 3210',
'name': 'Eve',
'parent_id': cls.test_company.id,
'phone': False,
'street': 'Wall street',
'zip': '12345',
}
])
partner_1 = self.env['res.partner'].create({
'name': 'Dave',
'email': 'dave@odoo.com',
'mobile': '+1 202 555 0123',
'phone': False,
'parent_id': company.id,
'is_company': False,
'street': 'Pearl street',
'city': 'California',
'country_id': self.env.ref('base.us').id,
'zip': '95826',
})
partner_2 = self.env['res.partner'].create({
'name': 'Eve',
'email': 'eve@odoo.com',
'mobile': '+1 202 555 3210',
'phone': False,
'parent_id': company.id,
'is_company': False,
'street': 'Wall street',
'city': 'New York',
'country_id': self.env.ref('base.us').id,
'zip': '54321',
})
lead_1 = self.env['crm.lead'].create({
'name': 'Lead 1',
'type': 'lead',
'partner_name': 'Alice',
'email_from': 'alice@odoo.com',
})
lead_2 = self.env['crm.lead'].create({
'name': 'Opportunity 1',
'type': 'opportunity',
'email_from': 'alice@odoo.com',
})
lead_3 = self.env['crm.lead'].create({
'name': 'Opportunity 2',
'type': 'opportunity',
'email_from': 'alice@odoo.com',
})
lead_4 = self.env['crm.lead'].create({
'name': 'Lead 2',
'type': 'lead',
'partner_name': 'Alice Doe'
})
lead_5 = self.env['crm.lead'].create({
'name': 'Opportunity 3',
'type': 'opportunity',
'partner_name': 'Alice Doe'
})
lead_6 = self.env['crm.lead'].create({
'name': 'Opportunity 4',
'type': 'opportunity',
'partner_name': 'Bob Doe'
})
lead_7 = self.env['crm.lead'].create({
'name': 'Opportunity 5',
'type': 'opportunity',
'partner_name': 'Bob Doe',
'email_from': 'bob@odoo.com',
})
lead_8 = self.env['crm.lead'].create({
'name': 'Opportunity 6',
'type': 'opportunity',
'email_from': 'bob@mymail.com',
})
lead_9 = self.env['crm.lead'].create({
'name': 'Opportunity 7',
'type': 'opportunity',
'email_from': 'alice@mymail.com',
})
lead_10 = self.env['crm.lead'].create({
'name': 'Opportunity 8',
'type': 'opportunity',
'probability': 0,
'active': False,
'email_from': 'alice@mymail.com',
})
lead_11 = self.env['crm.lead'].create({
'name': 'Opportunity 9',
'type': 'opportunity',
'contact_name': 'charlie'
})
lead_12 = self.env['crm.lead'].create({
'name': 'Opportunity 10',
'type': 'opportunity',
'contact_name': 'Charlie Chapelin',
})
lead_13 = self.env['crm.lead'].create({
'name': 'Opportunity 8',
'type': 'opportunity',
'partner_id': partner_1.id
})
lead_14 = self.env['crm.lead'].create({
'name': 'Lead 3',
'type': 'lead',
'partner_id': partner_2.id
})
self.assertEqual(lead_1 + lead_2 + lead_3, lead_1.duplicate_lead_ids)
self.assertEqual(lead_1 + lead_2 + lead_3, lead_2.duplicate_lead_ids)
self.assertEqual(lead_1 + lead_2 + lead_3, lead_3.duplicate_lead_ids)
self.assertEqual(lead_4 + lead_5, lead_4.duplicate_lead_ids)
self.assertEqual(lead_4 + lead_5, lead_5.duplicate_lead_ids)
self.assertEqual(lead_6 + lead_7, lead_6.duplicate_lead_ids)
self.assertEqual(lead_6 + lead_7, lead_7.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_8.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_9.duplicate_lead_ids)
self.assertEqual(lead_8 + lead_9 + lead_10, lead_10.duplicate_lead_ids)
self.assertEqual(lead_11 + lead_12, lead_11.duplicate_lead_ids)
self.assertEqual(lead_12, lead_12.duplicate_lead_ids)
self.assertEqual(lead_13 + lead_14, lead_13.duplicate_lead_ids)
self.assertEqual(lead_13 + lead_14, lead_14.duplicate_lead_ids)
@users('user_sales_manager')
def test_potential_duplicates_with_phone(self):
customer = self.env['res.partner'].create({
'email': 'customer1@duplicate.example.com',
'mobile': '+32485001122',
'name': 'Customer1',
'phone': '(803)-456-6126',
})
base_lead = self.env['crm.lead'].create({
'name': 'Base Lead',
'partner_id': customer.id,
# base leads on which duplicate detection is performed
cls.lead_generic = cls.env['crm.lead'].create({
'country_id': country_us_id,
'email_from': 'FP@odoo.com',
'name': 'Generic 1',
'mobile': False,
'partner_id': cls.test_partners[0].id,
'phone': '+1 202 555 0123',
'type': 'lead',
})
self.assertEqual(base_lead.contact_name, customer.name)
self.assertEqual(base_lead.mobile, customer.mobile)
self.assertFalse(base_lead.partner_name)
self.assertEqual(base_lead.phone, customer.phone)
dup1_1 = self.env['crm.lead'].create({
'name': 'Base Lead Dup1',
'type': 'lead',
'phone': '456-6126', # shorter version of base_lead
'partner_name': 'Partner Name 1',
})
dup1_2 = self.env['crm.lead'].create({
'name': 'Base Lead Dup2',
'mobile': '8034566126',
'partner_name': 'Partner Name 2',
'type': 'lead',
})
dup1_3 = self.env['crm.lead'].create({
'name': 'Base Lead Dup3',
'partner_name': 'Partner Name 3',
'phone': '(803)-456-6126',
'type': 'lead',
})
dup1_4 = self.env['crm.lead'].create({
'mobile': '0032485001122',
# 'mobile': '0485001122', # note: does not work
'name': 'Base Lead Dup4',
'partner_name': 'Partner Name 4',
cls.lead_company = cls.env['crm.lead'].create({
'country_id': country_us_id,
'email_from': 'floppy@MYCOMPANY.com',
'mobile': '+1 202 666 4567',
'partner_id': False,
'name': 'CompanyMail 1',
'phone': False,
'type': 'lead',
})
expected = base_lead + dup1_2 + dup1_3 + dup1_4 # dup1_1 is shorter than lead -> not a dupe
self.assertEqual(
base_lead.duplicate_lead_ids, expected,
'CRM: missing %s, extra %s' % ((expected - base_lead.duplicate_lead_ids).mapped('name'), (base_lead.duplicate_lead_ids - expected).mapped('name'))
)
expected = base_lead + dup1_1 + dup1_2 + dup1_3 # dup1_4 has mobile of customer, but no link with dup1_1
self.assertEqual(
dup1_1.duplicate_lead_ids, expected,
'CRM: missing %s, extra %s' % ((expected - dup1_1.duplicate_lead_ids).mapped('name'), (dup1_1.duplicate_lead_ids - expected).mapped('name'))
)
# duplicates
cls.lead_generic_email_dupes = cls.env['crm.lead'].create([
# email based: normalized version used for email domain criterion
{
'email_from': '"Fabulous Fab" <fp@ODOO.COM>',
'name': 'Dupe1 of fp@odoo.com (same email)',
'type': 'lead',
},
{
'email_from': 'FP@odoo.com',
'name': 'Dupe2 of fp@odoo.com (same email)',
'type': 'lead',
},
# phone_sanitized based
{
'email_from': 'not.fp@not.odoo.com',
'name': 'Dupe3 of fp@odoo.com (same phone sanitized)',
'phone': '+1 202 555 0123',
'type': 'lead',
},
{
'email_from': 'not.fp@not.odoo.com',
'mobile': '+1 202 555 0123',
'name': 'Dupe4 of fp@odoo.com (same phone sanitized)',
'type': 'lead',
},
# same commercial entity
{
'name': 'Dupe5 of fp@odoo.com (same commercial entity)',
'partner_id': cls.test_partners[1].id,
},
{
'name': 'Dupe6 of fp@odoo.com (same commercial entity)',
'partner_id': cls.test_company.id,
}
])
cls.lead_generic_email_notdupes = cls.env['crm.lead'].create([
# email: check for exact match
{
'email_from': 'not.fp@odoo.com',
'name': 'NotADupe1',
'type': 'lead',
},
])
cls.lead_company_email_dupes = cls.env['crm.lead'].create([
# email based: normalized version used for email domain criterion
{
'email_from': '"The Other Fabulous Fab" <fp@mycompany.COM>',
'name': 'Dupe1 of mycompany@mycompany.com (same company)',
'type': 'lead',
},
{
'email_from': '"Same Email" <floppy@mycompany.com>',
'name': 'Dupe2 of mycompany@mycompany.com (same company)',
'type': 'lead',
},
# phone_sanitized based
{
'email_from': 'not.floppy@not.mycompany.com',
'name': 'Dupe3 of fp@odoo.com (same phone sanitized)',
'phone': '+1 202 666 4567',
'type': 'lead',
},
{
'email_from': 'not.floppy@not.mycompany.com',
'mobile': '+1 202 666 4567',
'name': 'Dupe4 of fp@odoo.com (same phone sanitized)',
'type': 'lead',
},
])
cls.lead_company_email_notdupes = cls.env['crm.lead'].create([
# email: check same company
{
'email_from': 'floppy@zboing.MYCOMPANY.com',
'name': 'NotADupe2',
'type': 'lead',
},
])
@users('user_sales_manager')
def test_potential_duplicates_with_invalid_email(self):
lead_1 = self.env['crm.lead'].create({
'name': 'Lead 1',
'type': 'lead',
'email_from': 'mail"1@mymail.com'
})
lead_2 = self.env['crm.lead'].create({
'name': 'Opportunity 1',
'type': 'opportunity',
'email_from': 'mail2@mymail.com'
})
lead_3 = self.env['crm.lead'].create({
'name': 'Opportunity 2',
'type': 'lead',
'email_from': 'odoo.com'
})
lead_4 = self.env['crm.lead'].create({
'name': 'Opportunity 3',
'type': 'opportunity',
'email_from': 'odoo.com'
})
def test_assert_initial_values(self):
""" Just be sure of initial value for those tests """
lead_generic = self.lead_generic.with_env(self.env)
self.assertEqual(lead_generic.phone_sanitized, '+12025550123')
self.assertEqual(lead_generic.email_domain_criterion, 'fp@odoo.com')
self.assertEqual(lead_generic.email_normalized, 'fp@odoo.com')
self.assertEqual(lead_1 + lead_2, lead_1.duplicate_lead_ids)
self.assertEqual(lead_2, lead_2.duplicate_lead_ids, 'Using email_normalized: does not found invalid lead_1, not that annoying')
self.assertEqual(lead_3, lead_3.duplicate_lead_ids, 'Using email_normalized: does not found invalid lead_4, not that annoying')
self.assertEqual(lead_4, lead_4.duplicate_lead_ids, 'Using email_normalized: does not found invalid lead_3, not that annoying')
lead_company = self.lead_company.with_env(self.env)
self.assertEqual(lead_company.phone_sanitized, '+12026664567')
self.assertEqual(lead_company.email_domain_criterion, '@mycompany.com')
self.assertEqual(lead_company.email_normalized, 'floppy@mycompany.com')
@users('user_sales_leads')
def test_crm_lead_duplicates_fetch(self):
""" Test heuristic to find duplicates of a given lead. """
# generic provider-based email
lead_generic = self.lead_generic.with_env(self.env)
self.assertEqual(lead_generic.duplicate_lead_ids,
lead_generic + self.lead_generic_email_dupes,
'Duplicates: exact email matching (+ self)')
# company-based email
lead_company = self.lead_company.with_env(self.env)
self.assertEqual(lead_company.duplicate_lead_ids,
lead_company + self.lead_company_email_dupes,
'Duplicates: exact email matching (+ self)')
@users('user_sales_leads')
def test_crm_lead_email_domain_criterion(self):
""" Test computed field 'email_domain_criterion' used notably to fetch
duplicates. """
for test_email, provider in self.emails_provider_generic:
with self.subTest(test_email=test_email, provider=provider):
lead = self.env['crm.lead'].create({
'email_from': test_email,
'name': test_email,
})
self.assertEqual(lead.email_domain_criterion, provider)
for test_email, provider in self.emails_provider_company:
with self.subTest(test_email=test_email, provider=provider):
lead = self.env['crm.lead'].create({
'email_from': test_email,
'name': test_email,
})
self.assertEqual(lead.email_domain_criterion, f'@{provider}',)
@users('user_sales_leads')
def test_iap_tools(self):
""" Test iap tools specifically """
for test_email, provider in self.emails_provider_generic:
with self.subTest(test_email=test_email, provider=provider):
self.assertEqual(
iap_tools.mail_prepare_for_domain_search(test_email),
test_email,
'As provider is a generic one, complete email should be returned for a company-based mail search'
)
for test_email, provider in self.emails_provider_company:
with self.subTest(test_email=test_email, provider=provider):
self.assertEqual(
iap_tools.mail_prepare_for_domain_search(test_email),
f'@{provider}',
'As provider is a company one, only the domain part should be returned for a company-based mail search'
)
+1 -1
View File
@@ -118,7 +118,7 @@ class Message(models.Model):
subtype_id = fields.Many2one('mail.message.subtype', 'Subtype', ondelete='set null', index=True)
mail_activity_type_id = fields.Many2one(
'mail.activity.type', 'Mail Activity Type',
index=True, ondelete='set null')
index='btree_not_null', ondelete='set null')
is_internal = fields.Boolean('Employee Only', help='Hide to public / portal users, independently from subtype configuration.')
# origin
email_from = fields.Char('From', help="Email address of the sender. This field is set when no matching partner is found and replaces the author_id field in the chatter.")