- Change the name of "Mass SMS" by "SMS Marketing"
- Improve the Mass Mailing views (kanban, form)
- Improve the Mass SMS views (kanban, search, form)
- Hide the sanitized numbers from views (sometime replace by mobile)
- Fix demo data of sms
- Explain the language field of sms template
- Improve the render of the sms composer wizard
TASK_ID : 2053631
In the SMS template, we add the ability to create (and remove)
a contextual action on the targeted model from a sms template.
We change the sms composer to guess the composition mode,
and then to be usable by contextual action. The guess compostion mode
works differently if there are multiple target
selected (mass) or a single target (comment).
TASK_ID : 2053631
Add a way for the user to preview sms content from a sms
template depending of a record (targeted model) and the
installed languages (as for the mail template). Add button
to open this preview on the form of the sms template.
TASK_ID : 2053631
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
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
Purpose of this commit is to support blacklisted and already-done numbers
when sending SMS.
* blacklist support: necessary to avoid sending SMS in batch to people that
asked to stop being spammed;
* already-done support: when performing mailing in batch or doing A/B testing
we may have already-done SMS;
When sending SMS in batch, already update state and error code of SMS that
should not be sent
* blacklisted number: set to canceled, with blacklist error code;
* duplicated number: set to canceled, with duplicated error code;
* invalid number (cannot sanitize): set to error, with either missing number
if void or wrong format if not void;
Support of blacklist / duplicated / invalid will notably be used when
performing SMS marketing (mass SMS) and marketing automation using mass
SMS.
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
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
Purpose of this commit is to add a blacklist mechanism for phone numbers
used to send SMS like what already exists for email addresses when sending
emails.
Define a new phone.blacklist model, holding a number and the state of the
blacklist (active field), as well as tools methods to access it. Make it
as private as possible, accessing it in sudo once access are granted.
Also clean phone validation tools: lessen number of tool functions and update
caller to simplify code readability. Some fixes are also included in this
commit, notably blank spaces cleaning in phone numbers.
Improve phone.validation.mixin to add a tool method computing a sanitized
number, in addition to formatting it to national / international.
Define a new mail.thread.phone mixin computing the blacklist status of a
record. This mixin
* inherit from phone.validation.mixin in order to have access to some
base phone number parsing capabilities;
* computes a sanitized phone number based on ´´_phone_get_number_fields´´.
It takes first sanitized value, trying each field returned by the
method. That means one sanitized phone number is available per record
even if several fields are available;
* compute blacklist state of records. It is based on phone.blacklist
model and give an easy-to-use field and API to manipulate blacklisted
records;
* give some API methods :
* ``_phone_set_blacklisted``: set recordset as blacklisted;
* ``_phone_reset_blacklisted``: reactivate recordset (even if not blacklisted
this method can be called safely);
Put menus in technical in order to have access to it. Add a Phone / SMS
menu below "Email" and use it to store SMS / Phone actions.
Finally prepare tests addition by performing some light cleaning while adding
blacklist tests. Purpose is to ease future tests related to SMS.
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
PURPOSE
Followup of merge 4287481 .
SPECIFICATIONS
Display "Missing number" in recipients invalid message when not having
any number to ease user experience;
Use note subtype when logging through composer, like already done in standard
sms API method at 2b7ad217f1a55a0687ba4ec4765bc7777114aac0;
LINKS
Task 1922187
PURPOSE
Followup of merge 4287481 .
SPECIFICATIONS
Notification type is now a selection -> use 'sms' instead of True;
Fix typo in method renaming not correctly propagated to its view;
LINKS
Task 1922187
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'`
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 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
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>
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.
Purpose of this commit is to give description more "business oriented"
because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers.
Related Task ID : 37311
Having it in INFO should be sufficient for its purpose, and will avoid
impacting all CI builds done on a system that does not have the lib
installed.
For the record, this is not a hard requirement because the lib was not
available in Debian stable packages at the time of release. It is only
enabled on demand for those who want the feature and can install it
manually.
Also slightly improved the message.
Fixes#22426Closes#22459
To send a sms, the number must be in international format. If phone_validation is installed and phone_international_format is set to no_prefix, the number is not in international format.
ryv-odoo