PURPOSE
Send SMS from server/automated actions. Indeed we can already send emails from
server actions. The goal is to have the same thing for the sms.
SPECIFICATION
Purpose of this commit is to add support of sending batch SMS through
server actions. This means sending SMS will be available also for
automated (base automation) and scheduled actions (cron).
A new type of server action is added: sms. User choose an sms.template
to use to send SMS in batch. An option allow to choose to keep archive on
selected records. If no archive is kept, a batch of sms is created. With
archive a _message_sms is performed with note subtype, allowing to have
a discuss messages with only sms customer being notified.
Linked to task 1935280
Part of PR #34864
PURPOSE
Improve integration of SMS in various applications: calendar, contacts.
SPECIFICATIONS
Calendar_sms: set right composition mode on calendar event in form mode
aka comment
SMS: keep log when sending SMS in batch through action menu
Linked to task 1925950 and 1935280
Part of PR #34864
PURPOSE
Improve use of SMS. Followup of merge 4287481bf0 .
SPECIFICATIONS
Currently when sending an SMS through the UI a message is posted using the
comment subtype. However it is better to lessen number of notifications
and log using the note subtype as it is mainly a log to know something has
been sent.
Order SMS by ID desc to ease finding them in technical menu.
Mail, sms: fix wording of mail / SMS failures
Linked to task 1925950 and 1935280
Part of PR #34864
PURPOSE
Purpose of this commit is to add options and improve sms composer behavior.
Followup of merge 4287481bf0 .
SPECIFICATIONS
* mass mode: add an option to keep archives when doing mass sms. This mode
is actually a _message_sms in batch using the note subtype to speedup the
process;
* improve _message_sms_schedule_mass to allow more fine-tuning of options
when calling it;
* do not block sending SMS in batch if some recipients are invalid. Indeed
using notifications there will be traces of failed SMS;
* avoid reload of form view;
Linked to task 1925950 and 1935280
Part of PR #34864
Multi is the default api for methods, it is not necessary to explicitly
decorate methods with it, adds clutter and most people use it because
they see that the rest of the code uses it.
Done with `find . -type f -name '*.py' | xargs sed -i '/@api.multi/d'`
It allows notably to check and test mail failure widgets as well as wizards
to resend and/or cancel sms notifications.
Related to task 1922163
Linked to PR #33510
Purpose of this commit is to allow users to have a feedback on SMS
notifications status in chatter. This commit contains notably
* an update of systray widget that now handles SMS failures. Those are
displayed in another item of the systray and redirect to documents having
an SMS failure;
* an update of chatter widgets to support SMS notifications in messages.
Failed notifications appear in red and allow to use the SMS resend
wizard;
Mail message model gains a new has_sms_error computed and searchable field
allowing to filter on messages having failed SMS notifications. Mail thread
model gains a new message_has_sms_error computed and searchable field, based
on the one on mail.message. It allows to filter on records with failed SMS
messages directly from the systray. That way clicking on the systray entry
redirects to the right records.
Related to task 1922163
Linked to PR #33510
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
Purpose of this commit is to allow SMS notification management. It is based
on what has been done in mail for notification: resend and cancel.
In this commit we add wizards allowing users to resend and cancel failed
SMS notifications. Resend allow to change the contact number, as well as
resending only a subset of notifications.
Future commits will improve the UX itself.
Related to task 1922163
Linked to PR #33510
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
Purpose of this commit is to provide users templates to use when sending
SMS. It is inspired from what already exists for mail templates. This commit
* adds templates for SMS
* users can now create template for SMS Text messages similar to mail
templates;
* jinja syntax is supported for body like mail templates, which is why
templates are linked to a given model;
* refactor the SMS composer
* templates are supported in composer like the message composer. This is
supported only in mass mode to avoid bloating the interface in standard
composition mode;
* composer code is rewritten to support various use cases (comment, mass
sms, numbers, ...) and better fits all use cases;
* composer is extended to support notably mass SMS without posting messages;
Templates will also be used in a near future in mass sms sending (mass
mailing application improvement) and in marketing automation (for enterprise).
Tests are updated and added to ensure feature works.
Related to task 1922163
Linked to PR #33510
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
Purpose of this commit is to better include SMS notifications when posting a
message. SMS is now just another way of notifying people along with Inbox and
email. Following recent mail merge improving notification mechanism [1] we
have to define a _notify_record_by_sms method on mail.thread.
When a message_post is done using message_type being ``sms`` notification type
of customers is set to sms. Customers can be computed on model (generally based
on partner_id field) or directly set usign partner°ids. Notification model is
updated to store this information directly inside the notification itself.
An new ``_message_sms`` helper method is introduced in SMS module allowing
to send messages using sms type and notification with a reduced parameters
number. It is just a shortcut to message_post, easier to use. Either it
computes default recipients on the record set, either it is based on given
partners and numbers to notify.
The following use cases are notably supported
* default computation: find customer, notify by sms;
* force recipients to notify by sms (partner_ids);
* give a set of numbers to notify by sms (sms_nubmers), not necessarily
linked to existing partners;
* force number / customer relationship independently of mobile number defined
on customer (for example when sending an SMS directly from a mobile field
on a lead linked to a customer);
Tests are updated accordingly. Performance tests are added in order to have
some insights on queries generated when sending SMS, like already done for
mail.thread alone.
Related to task 1922163
Linked to PR #33510
[1] see be27955136: performance and notification code improvements
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
Purpose of this commit is to improve and add tools, methods and data to test
mail and SMS features. We also add tests for current implementation of SMS
feature, allowing to better understand future changes.
[ADD] test_mail_full
* have a module depending on mail sub-applications like sms or snailmail.
Its purpose is to check that standard mail features work effectively with
all overrides and extra behaviors activated;
* add a new model specific for SMS gateway, with default recipient
computation;
* add SMS tests for SMS module adding SMS capabilities linked to mail
feature. This commit tests SMS feature before the upcoming refactoring
and improvement of SMS module in community: posting with SMS and sms
composer usage;
In test_mail
* add necessary mobile information on test partners;
* improve assertBusNotification that was not correctly asserting all items
in message of bus notifications;
In sms
* add mock for SMS sending. Purpose is to mock the connection to IAP
services by mocking the call to IAP server. It allows to perform SMS
tests without having to contact (and pay) for this service;
* allow some customization when calling the SMS gateway mock to simulate
errors and test corner cases;
Related to task 1922163
Linked to PR #34516
Purpose of this commit is to support more formatting options in phone tools,
to provide new API methods for phone numbers validatio. It also introduces
a method on sms.api to send SMS in batch. This one uses a new route given
in IAP services that send a batch of SMS instead of sending them one by one.
Concerning phone validation, tools are updated to correctly handle all
format supported by phonenumbers library. Indeed in addition to national
and international formatting phonenumbers library also supports E164
(international without spaces) and RFC3966 (beautification of phone numbers).
Let us support them and ease the use of our small tool methods in various
addons, notably sms.
Cleaning / check tools methods are added in phone validation module. Various
methods allow to sanitize phone numbers according to a context record and/or
some parameters. Those tools will be used in upcoming sms refactoring.
Another purpose of this commit is to add phone_validation in dependencies
of SMS application. Phone_validation module adds tools to parse and format
phone numbers and allow to replace the manual check done currently. Adding
it in dependencies of SMS does not change anything functionally as
* library is still optional. If phonenumbers library is not installed the
features are skipped without crashing;
* no model is modified as it introduces only tools and a mixin. Models are
updated in crm_phone_validation that updates lead and partner models;
Related to task 1922163
Linked to PR #34516
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
Purpose is to prepare future improvements in mail and SMS module. In this
commit we apply some guidelines on XML Ids and file naming.
In mail cancel wizard code is separated from the resend one as they have
nothing in common.
More importantly ``sms.send_sms`` model is renamed to ``sms.composer`` to
avoid underscores (which is really really bad, take a look at
ir.config_parameter) and have a meaningful name.
Related to task 1922163
Linked to PR #34516
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
The goal is to be coherent with the user property.
Actually, company_id and company_ids on the environment are no fields.
Calling env.company_id returns a browse record, not an id.
SMS composer would like to support sending message to not mail.thread models
or support direct recipients as default / create. However issues in the code
prevent to effectively support that.
Related to task 1922163
Linked to PR #33567
If the recipients are passed by setting 'default_recipients' on the context,
then don't overwrite the content with the method '_get_default_sms_recipients'.
For example, as an employee is a mail.thread, then the method '_get_default_sms_recipients'
exists on it. Calling this method will erase the content of the field 'recipients' that comes
from the default_recipients key in the context.
If we want to use this wizard on something else than a partner, we should avoid this
kind of overwrite.
Manual backport of fix done in 12.1 3c91ac425f
message_post_with_sms method allow to give either numbers, either partners
or to fall back on default computation. Giving explicit partners does not
work because of wrong indentation in code not fetching their numbers.
Related to task 1922163
Linked to PR #33567
Task 1843603
* src_model is redundant with binding_model_id
* multi -> binding_view_types (if empty => all views) (maybe should be
empty by default yo?)
* in convert, type => rec.get(type) but no @type possible on <act_window>...
* removed deprecated auto_refresh & auto_search (not used anywhere (?))
closesodoo/odoo#24738
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
Purpose
=======
Allow the user to select the allowed companies for which he wants to see records
on top of selecting his current company.
It is confusing for users to see the records from the company he is connected to
and the records of the children companies.
Instead of using the hierarchy of companies to access records across companies,
the user can now select (from his set of allowed companies) the companies for
which he wants to access records.
/!\ This means that the user will interact with records from company A when in
company B.
Example: a SO has been created and confirmed in A. When in B, I create the
invoice from it.
Specifications
==============
1/ Deprecate the parent/children hierarchy on the res.company model. The fields are
kept on the res.company model to ensure the retro-compatibility, but won't be used
accross the standard code anymore. The only functional usage for this mechanism
was to allow to see records from several companies by creating a virtual parent
company, which will be possible with the new mechanism.
2/ By default, a user will only see the records of the company he is connected
to (or records without a company). (It is still editable by the user if needed).
For that, put this information in the user context, to allow having different
configurations on different browser tabs. Instead of having domains like
['|',
('company_id', '=', False),
('company_id', 'child_of', user.company_id.id)]
you'll have something like
['|',
('company_id', '=', False),
('company_id', 'in', company_ids)]
Note that the 'company_ids' is a value that is passed in the evaluation
context on the record rule, as we already have user, or time.
company_ids is a list of the ids of all the enabled companies in the
user's context.
3/ Out of the generic improvements brought by this task, this will illustrate
issues that could exist since several versions. For example, it should not be
possible to create a scrap order for the company A with a package of the company
B, or it should not be possible to create an invoice on the company A with
payment terms from the company B. Before the version 12.0, it was easy to
encounter this kind of issues as the admin was the SUPERUSER_ID. A positive side
effect of the fact that the SUPERUSER_ID has become an inactive user was to
make it more difficult to introduce mismatch on the records, but haven't solved
the issue, as it was still possible to do it with parent companies
configuration. Some of these issues have been fixed in this commit, but all the
business flows should be re-tested to check if an ir.rule should be introduced
(eg: a multi company rule for stock.quand.package), if the company of a record
is correctly transfered to another record created from the first record (eg:
From a SO, create an invoice and a payment, the company of the sales order
should be transfered on the invoice and the payment, even if the company of the
sales order is A and I'm logged into the company B with the company A enabled.
4/ Currently, if I click on a button on a notification email (example 'View
Task'), I face a traceback if I'm not logged into the company of the record.
Now, if you click on a button and if you have access to the record, the correct
company will be automatically set.
5/ If I display a kanban view with several records from several companies (and
an image), all the images should be displayed.
6/ Currently if you copy paste an url, this will crash if you're not in the
correct company. This won't be fixed because it's quite impossible to do it in
a clean way. This task brings a workaround. Copy/Paste -> Traceback -> Log into
the correct company, re-copy/paste -> Ok.
7/ 2 property methods have been added on the environment to retrieve the company
on which the user is logged in and the companies the user enabled, on a specific
tab.
That way, when creating a record, instead of doing
default=lambda self: self.env.user.company_id
do
default=lambda self: self.env.company_id
On the other hand, to retrieve the enabled companies, do
companies = self.env.company_ids
8/ Modify the Company Switcher widget to allow to log into another company
WITHOUT writing on the res.users (and thus bringing cache invalidation issues
and so on). Also allow to enable several companies and see records from several
companies, and independantly of the other browser's tabs.
9/ When focusing on a tab, save the current company configuration on the local
storage. That way, when doing 'CTRL+T' or a middle click, the context is
propagated to the new tab.
10/ Improve the error message in case of multi company access errors. Now, when
the user is in debug mode, display the related names of the records and the name
of the user who brings the issue.
11/ Remove the context erasing when writing on a res.users
This is probably coming from the migration to new API of the base module.
The context was not propagated at this moment, which was a common mistake at
that time. When migrating the module, probably by using the 'black box' method,
as the context was not propagated, it was erased on the new version. This is
now an issue because the context (i.e. the enabled companies) was erased when
writing on a res.users, leading to tracebacks.
See: https://github.com/odoo/odoo/commit/7eab8e26d3d46c53f4be924d6a34e80a66e74960#diff-4c2e738ee8f64f11806c889ea097b5e7R624
12/ Fix the crash manager on redirect warnings. The issue is the following
- Create an invoice on a company without a configured CoA.
- Set a partner
- On the onchange_partner_id, a redirect warning is raised to propose you
to configure a CoA
- Click on 'Go to the configuration panel'
- A generic warning says something like 'Do you want to discard your changes?'
- Click on yes, the page refreshes, but not on the redirect action.
Now, set correctly the action on the hash, and reload instead. The breadcrumb is
lost for example, but you reach the correct action at least.
13/ Introduce a res.group to enable/disable the multi company per tab
feature.
14/ To help the users to know which tab is in which company, add the
possibility to have a favicon per company. When creating a company,
the classical 'O' icon is colored by default in a random color.
15/ Remove the company switcher on the frontend. This was mainly there
to allow a user to swicth to the company linked to the website.
This behavior is now transparent to the user. If the website A is
activated, then the company set on the context is the company of the
website.
16/ Deprecated the _company_default_get method on the res.company
model. Remove the method _get_company on the res.users model.
17/ Add 'allowed_company_ids' and 'current_company_id' on the pyeval
context. You can now use those variables on domains in the views to
access directly to the activated company.ies on the current tab.
TaskID: 1960971
closesodoo/odoo#32341
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This rev. introduces robust helpers to use in the JS tests suite to
interact with DOM and components, and starts using them (almost)
everywhere.
All the helpers are exposed though testUtils.js.
There are 2 kinds of helpers:
1. Assertions
-------------
* assert.containsNone, containsN, containsOnce check that the DOM
(or a specific part of the DOM) contains a `selector`. It
generates a correct error message automatically.
ex: assert.strictEqual(form.$('.o_form_editable'), 1, "msg");
-> assert.containsOnce(form, '.o_form_editable');
* assert.isVisible, isNotVisible check that the DOM has an element
visible or not. They also check that the element is actually in
the DOM (before most tests didn't verify this).
* assert.hasClass, doesNotHaveClass, hasAttrVAlue, check specific
properties of a DOM element, and also validate that it is
applied on a single existing DOM element (before most tests
didn't verify this).
ex: assert.notOk(form.$('button').hasClass('btn-primary'));
-> assert.doesNotHaveClass(form.$('button'), 'btn-primary');
2. Utilities
------------
The goal of the utilities is to centralize the definition of many
standard components and interactions, ensuring that when we
refactor the JS framework, we do not need to change all the tests.
Existing mock utilities (addMockEnvironment, intercept, path,
patchDate, unpatch and fieldsViewGet) are moved to
'testUtils.mock.*'.
Existing DOM utilities are moved to 'testUtils.dom.*'.
New dom utilities are created for opendDatePicker, click,
clickFirst and clickLast. Helper `click` verifies that there is
exactly 1 element visible in the DOM you click on, `clickFirst`
and `clickLast` verify that there are more than one element on the
DOM.
ex: form.$('button').click();
-> testUtils.dom.click(form.$('button'));
New Form utilities: (testUtils.form.*)
clickEdit, clickSave, clickCreate, clickDiscard, all clicks on
the control panel buttons of the form.
`reload` reloads the form data.
New modal, graph, kanban and pivot utils (testUtils.pivot.*,
testUtils.kanban.*, etc.).
New fields utils: (testUtils.fields.*)
* editInput, editSelect: allow to change the value of a field,
using a selector to identify it. They validate that the input
exists and trigger the change event automatically.
* editAndTrigger: allow to modify a field and trigger specific
events after the value change
* many2one (testUtils.fields.many2one.*)
clickOpenDropdown, clickHighlightedItem, clickItem,
searchAndClickItem: use a field name instead of a selector and
do all the complex mechanism to open, filter and highlight
many2one fields.
Joint work with aab, dam, ged, mge, svs and vsc.
