PURPOSE
Allow people to edit sms templates. Limit that rights to some main
application managers.
SPECIFICATIONS
SMS Template access rights
GROUP-------------R-W-C-D-Note
Internal User-----X
Admin / Settings--X-X-X-X
Stock Manager-----X-X-X-stock.picking
Sales Manager-----X-X-X-crm.lead, res.partner
Event Manager-----X-X-X-event.registration
Sub Manager-------X-X-X-sale.subscription, res.partner
MarkAut Manager---X-X-X-no limit
Account Manager---X-X-X-res.partner (followup)
Other groups
* Online Appointment NO TEMPLATE USED
* Accounting Manager NO TEMPLATE USED
* SMS Marketing NO TEMPLATE USED
* Studio Automated Action Need Technical Settings Anyway
* Scheduled Actions Need Technical Settings Anyway
* Server Action Need Technical Settings Anyway
LINKS
Task 2076366 (send now)
Task 2067873 (template access)
PR #37298
PR odoo/enterprise#5750
PURPOSE
SMS are a powerful marketing tool. For instance it is perfect to announce a
sale or to communicate a coupon code, to welcome a new customer in a fidelity
program, ...
Purpose of this task is to integrate SMS sending in batch in mass mailing. It
will use same mailing objects but sending SMS instead of emails. Some metrics
and flows will have to be slightly updated at the same time.
SPECIFICATIONS
Clean the use and options of sms composer after FP feedback :
* see https://s.nimbusweb.me/share/3167586/ap1xpy95rz29a5cys576 as basis;
* globally, do not display invalid recipients, only valid / invalid count
as well as current selection / active domain counts;
* consider logging a note as default behavior when using the composer;
* simplify code: when doing a mass SMS, send SMS and attach a simple note
to the document;
Some other points
* make name of sms templates translatable;
* improve various wording, notably in sms widget;
* display error code in sms list view;
* update sms composer actions accordingly by correctly setting active id
or ids;
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
PURPOSE
Allow the user to schedule SMS communication on events
SPECIFICATION
In event.event form view:
* rename tab 'Email Schedule' to 'Communication'
* add a selection field at the beginning of event_mail_ids with label 'Send'
and values 'Email' and 'SMS Text Message' (required with default value
'Email');
* add support of SMS template and SMS sending in event communication;
When sending SMS on event registrations, keep a log of what has been sent.
Use mobile or phone field of event registration as both may contain valid
values, like partner model.
Add SMS template data
* Name: Event: Registration (see data)
* Name: Event: Reminder (see data)
Improve registration model
* add a mobile field to the attendees form view: https://nimb.ws/p0VvyS
Technically this task uses the newly-introduced API methods allowing to
send and schedule SMS.
LINKS
Task 1922187
Part of PR #34705
Odoo Translation Bot