Also impacts test_mail_sms.
Purpose: let a cron do delete records to end the
sending transaction sooner.
Removing the foreign key between sms_sms and mailing_trace
is necessary as traces may have to be updated due to
delivery reports.
This is why we do it here and not with notifications
because only traces will trigger updates of a possibly
massive number of records and repeated concurrent updates.
We also replace the now obsolete "sms_sms_X" prefix as there
are not many "sms_id" to distinguish from.
Task-2560666
Part-of: odoo/odoo#133392
Also impacts mass_mailing_sms, test_mail_sms,
test_mass_mailing
This PR adds support to receive sms delivery reports.
Before this PR, an SMS was considered 'sent' when successfully
handled by the third party. The user couldn't know if/when an
SMS was actually sent for delivery or delivered to the
recipient's device.
This was similar to the behavior for emails as delivery reports
are not commonly used (and not supported in Odoo).
With this work, the SMS `pending` state is introduced in mail,
mass_mailing, sms and mass_mailing_sms contexts although only fully
used in the latter two modules (+tests of course).
Because of the huge cost related to upgrading very large existing
databases, the following compromises were made:
1. An email and sms notification/trace SENT means DELIVERED.
Those that are sent but NOT DELIVERED are PENDING.
The difference between email and sms traces reinforced with this PR
is that an email sent will be counted as "sent" ~ "delivered"
unless an error is returned for emails while for SMS it can only be
reached if a delivery report is received.
2. The Link between an SMS uuid (shared with trusted parties) and
the tracking records (notifications or traces) is done via an
explicit relationship table (sms_tracker) instead of via a new field.
This however allowed to nicely concentrate the state update logic.
A `process` state is added to represent an intermediate
step in the sending process, such as held at IAP for SMS.
A few adjustments are also included to update for IAP api v3.
Also, adapts and includes new tests.
Task-2560666
Part-of: odoo/odoo#133392
*: base, crm, digest, mail, mass_mailing, sms, test_base_automation,
website_forum, website_sale
This commit makes "Automated Actions" more discoverable and usable by:
- Adding a menu in the kanban header config dropdown to add/edit them.
- Creating a new custom kanban view for a clear understanding of each
automated action record and its associated actions.
- Introducing new "smart" triggers that appear in the form view based on the
chosen model:
- Updated Values category:
- "Stage is set to" when a `stage_id` field exists in the model,
allowing users to select a specific stage value.
- "State is set to" when a `state` field exists in the model,
allowing users to select a specific state value.
- "Priority is set to" (`priority`) where users can select a specific priority.
- "User is set" (`user_id`, `user_ids` fields)
- "Tag is added" (`tag_ids` field) where users can select a specific tag.
- "On Archive"
- "On Unarchive"
- Timing Conditions:
- "After creation"
- "After last update"
- Deprecating previously known triggers "On Creation" (`on_create`) and "On
Update" (`on_write`) to simplify the user experience. "On Creation & Update"
(`on_create_or_write`) is retained and renamed to "On save".
- Changing the `ir.actions.server` Many2one relationship to a One2many
relationship. Automated actions can now directly contain multiple actions,
eliminating the need for an "Execute several actions" action in automation
rules.
- Introducing a widget for the new `ir.actions.server` One2many field for a
clearer understanding of multiple actions.
This commit also enhances the usability of "Server Actions" (`ir.actions`) by:
- Removing the `ir.server.object.lines` model and the associated `fields_lines`
One2Many field. The attributes of the removed model are now merged into
`ir.actions`. An action can now write to only one field, and the create action
is now a name_create action.
- Adapting the form view when creating an "Update the record" action. The value
field shown adapts itself based on the field to update; this field can be a
`reference` field for a `one2many` `update_field_id`, a `one2many` field for a
selection `update_field_id`, or a `text` field otherwise.
- Refactoring the form view to display only relevant details and other
miscellaneous improvements.
Taskid: 3085360
Part-of: odoo/odoo#114352
Co-authored-by: Florent Dardenne <dafl@odoo.com>
Co-authored-by: Julien Carion <juca@odoo.com>
Co-authored-by: Lucas Perais <lpe@odoo.com>
The aim of this commit is to simplify and standardize the settings archs.
To do this, a small DSL exclusively for the settings was created. This
new DSL introduces 3 tags: `app`, `block` and `setting`.
The `app` tag is used to declare the application on the settings view.
It creates an entry with its logo on the sidebar of the view. It also
acts as delimiter when searching.
```xml
<app string="CRM" name="crm">
...
</app>
```
- `string` : The "display" name of the application.
- `name` : The technical name of the application (the name of the module).
- `logo` *optional* : The relative path to the logo. If not set, the
logo is created using the `name` parameter :
`/{name}/static/description/icon.png`.
The `block` tag is used to declare a group of settings. This group can
have a title and a description/help.
```xml
<block title="Title of group Bar">
...
</block>
```
- `title` *optional* : The title of the block of settings (the old h2),
you can perform research on its text.
- `help` *optional* : The description/help of the block of settings
(the old h3), you can perform research on its text.
The `setting` tag is used to declare the setting itself. The first field
in the setting is used as the main field (optional). This field is
placed on the left panel (if it's a boolean field) or on the top of the
right panel (otherwise). The field is also used to create the setting
label if a `string` is not defined. The `setting` tag can also contain
more elements (e.g. html), all of these elements are rendered in the
right panel.
```xml
<setting string="this is bar">
<field name="bar"/>
...More elements
</setting>
```
- `type` *optional* : By default, a setting is visually separated on two
panels (left and right), and is used to edit a given field. By
defining `type='header'`, a special kind of setting is rendered
instead. This setting is used to modify the scope of the other
settings. For example, on the website application, this setting
is used to indicate to which website the other settings apply.
The header setting is visually represented as a yellow banner on
the top of the screen.
- `string` *optional* : The text used as label of the setting. If it's
not defined, the first field is used as label.
- `title` *optional* : The text used as tooltip.
- `help` *optional* : The help/description of the setting. This text is
displayed just below the setting label (with classname
`text-muted`).
- `company_dependent` *optional* : If this attribute is set to "1" an
icon is displayed next to the setting label to explicit that
this setting is company-specific.
- `documentation` *optional* : If this attribute is set, an icon is
added next to the setting label, this icon is a link to the
documentation. Note that you can use relative or absolute path.
The relative path is relative to
`https://www.odoo.com/documentation/server_version`, so it's not
necessary to hard-code the server version on the arch anymore.
closesodoo/odoo#106425
Task-id: 3081367
Related: odoo/enterprise#34337
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Co-authored-by: "Michael Mattiello (mcm)" <mcm@odoo.com>
Allow our users to modify mail template more easily
- make the list accessible from the settings
- give them a link to update relevant views to update header/footer
- make the list and form of templates more readable
- add a description on templates, allowing to describe their usage
In order to better filter templates, a new category field is added that
is computed based on active flag, description being set and the template
having an xml ID. Master templates are active, with a description and an
xml ID.
Update master data to add description on some templates.
task-2944770
closesodoo/odoo#101730
X-original-commit: dfa867343ee8842f3f127ac62584fd471b41dde1
Related: odoo/enterprise#32079
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
We remove the existing dynamic placeholder generator tab,
in mail and sms creation views.
In preparation of the implementation of a new way to generate
the dynamic placeholders
task-2154624
Part-of: odoo/odoo#71878
Before Commit :
- Sometimes user breaks their Mail/SMS templates and have no way to go back to the
original one easily. They don't have any option to reset the template.
After Commit :
- Added new "Reset Template" button
- now user can reset the Mail/SMS template to its first version.
- also it will update the translation of the template
- added New "Reset Mail Templates/Reset SMS Templates" action to edit multiple templates
task- 2231977
closesodoo/odoo#83759
Related: odoo/upgrade#3674
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
After updating email server actions we can improve SMS server actions the
same way. We can now post on documents using SMS notification mechanism
in addition to pure mass SMS sending.
A new field is added to handle the way of sending SMS, like we do for
email actions.
Task-2613245 (Server actions mail update / cleaning)
Part-of: odoo/odoo#75906
In this commit we cleanup server actions model in order to make it a bit
more inlined with current code state of the art.
* add no_create / no_open on technical fields (m2o towards fields notably)
as creating or updating fields on the fly is not the purpose of base
automation module;
* rewrite onchange into compute or constraint methods;
* add compute methods to cleanup data when changing configuration (model or
trigger). Some fields have no usage except in some configuration better
reset their value. Notably fields linked to the chosen model should be
reset;
* add constraints for invalid configuration, notably for models coherency
with mail features;
Task-2613245 (Server actions mail update / cleaning)
Part-of: odoo/odoo#75906
Purpose is to ease finding server actions code and views. We just rename
some files and move some code, nothing should change functionally.
Task-2613245 (Server actions cleaning and mail update)
Part-of: odoo/odoo#75906
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
PURPOSE
We need this commit to provide a better visualization of the status of the SMS
and allow users to retry, send or cancel an SMS from the list view for a better UX
SPECS
sms.sms listview:
* reset 'failure_type' to False when its sms is resent
* 'sms status' column is moved to the right of the 'error code' column
* colors on the whole lines are removed
* the badge widget is used for the 'sms status' column
* new color for badges
'in queue': blue
'sent': green
'error': red
'canceled': gray
* new buttons are added to directly retry, send or cancel an SMS from the list view
'fa-paper-plane send now' button
only visible if the status is 'in queue'
clicking on this button should effectively send the SMS
'fa-times-circle cancel' button
only visible if the status is 'in queue' or 'error'
clicking on this button should switch the sms to the 'canceled' state
'fa-repeat retry' button
only visible if the status is 'error' or 'canceled'
clicking on this button should switch the sms to the 'in queue' state
LINKS
task-2535005
closesodoo/odoo#74354
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Improve cancel / set outgoing actions on sms model. This notably allows to
synchronize notifications when hitting action buttons on sms form view.
Also add an action to set as error. This will be used when having IAP
feedback on SMS sending.
Task-2634957
Prepares Task-2535005 (SMS view pimp) and Task-2560666 (IAP feedback)
PR odoo/odoo#75798
PURPOSE
Prepare code cleaning and optimization in mail, mass_mailing and SMS by
cleaning models for readability and code complexity and footprint reduction.
SPECIFICATIONS
Be aligned with mail_mail and mass_mailing naming where failure_type is used
instead of error_code.
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Upgrade PR odoo/upgrade#1907
PURPOSE
Be aligned with mail_mail model naming as well as convention used in SMS
application (sms_sms_id, sms_sms_int) and mass mailing application (using
mail_mail_id on mailing.trace model).
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Upgrade PR odoo/upgrade#1907
Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Right now, for failed SMS, user have to go through each record one
by one to resend the SMS, which is not ideal and user should be
able to resend SMS in batch from the list view.
This commit improves the behavior with following changes:
* Introduces an action 'Resend' which is availabe on list view of the SMS.
It enables resending multiple SMS (that are in error state). It also
displays appropriate toast notifcation to users so they know how it
worked (if few/none SMS sent successfully or there was no SMS that could
be resent etc).
* On the SMS form view, a new 'Retry' button is introduced, visible on SMS
whrich are cancelled or in error state. It pushes the SMS back in sendng
queue (outgoing state).
* 'Cancel' button on form view now also appears in error state.
* Uses the state-decorations on the list view for better identifications
of the records (info for outgoing, muted for canceled and danger for error
state).
taskID-2465233
closes https://github.com/odoo/odoo/pull/67502
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
Purpose of the task is, 'general setting' is not easily understandable
by the user. The user often gets lost. This is especially damaging
through onboarding as some new users like to discover the software by
scrolling through the general settings.
So in this commit, the general setting is well organized and easily
understandable by the user.
Related PR: https://github.com/odoo/enterprise/pull/14707closesodoo/odoo#61645
Taskid: 2374990
Related: odoo/enterprise#14707
Related: odoo/upgrade#1958
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
Before this commit the user had to type in the exact same formatting to find contacts.
After this commit the user will be able to get better search results and does not have to type the same formatting.
To avoid code duplication, the existing _search_mobile_phone method has been moved to the mail_thread_phone class, so that it could be used by both the crm and res_partner models.
Task-2435233
closesodoo/odoo#64490
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is a significant rewriting of client-side discuss, chatter,
chat window, and messaging menu using OWL. The behavior should be broadly
the same, with some slight functional changes here and there.
From a technical standpoint, the code of messaging is mainly organized in 2
main groups of modules:
- models, which are logical entities that depict the client-side state of
messaging as a whole.
- components, which are in charge of displaying information from models.
This refactoring also introduces new JS guidelines regarding folder structure
(/static) and naming rules for JS modules.
Community PR: https://github.com/odoo/odoo/pull/39023
Enterprise PR: https://github.com/odoo/enterprise/pull/6249
Task-1914207
This PR is a collaborative work by Alexandre, Julien, Sébastien and Xavier,
with the precious help of Lucas to speed it up towards the end.
closesodoo/odoo#39023
Related: odoo/enterprise#6249
Signed-off-by: Alexandre Kühn (aku) <aku@odoo.com>
Co-authored-by: Alexandre Kühn <aku@odoo.com>
Co-authored-by: Julien Giannone <jgi@odoo.com>
Co-authored-by: Lucas Perais <lpe@odoo.com>
Co-authored-by: Sébastien Theys <seb@odoo.com>
Co-authored-by: Xavier Dubuc <xdu@odoo.com>
Purpose
=======
Clean up of the sms form view to match
what is shown in the composer.
Task-2244195
closesodoo/odoo#50465
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
The purpose is to have more common code for failure and notifications, with less
override in `sms` and `snailmail`.
task-2176017
closesodoo/odoo#44170
Related: odoo/enterprise#9140
Related: odoo/upgrade#918
Signed-off-by: Alexandre Kühn (aku) <aku@odoo.com>
Previously a blacklisted phone number or email address could only be
removed from their respective blacklist by going to the corresponding
blacklist view [in mass_mailing_(sms)] and manually
archiving/deactiviting the entry. All users could see that an email was
blacklisted via an fa-ban icon added next to their corresponding field
in the modules: crm, mass_mailing, mass_mailing_sms, and contacts (via
extension).
This commit adds additional fa-ban icons next to blacklisted phone
numbers and makes all instances of these icons clickable to remove them
from their corresponding blacklist using a wizard. There are several
limitations to this implementation including:
1. If both a mobile and phone number field appear within a crm lead
instance, then only the mobile field will indicate if it is blacklisted
(due to current implementation of PhoneMixin which only checks 1 phone
value against the blacklist and "sms" which returns mobile numbers first).
I.e. if a phone field value is blacklisted, but a value is typed into the
mobile field, then the phone field will never indicate that it is blacklisted.
2. If someone clicks on a unblacklisting icon after changing the
corresponding field value without clicking off the field input, then the
latest typed in value will be the one submitted for unblacklisting,
which may not actually be blacklisted (due to "is_blacklisted" flag
being a computed field and it not having a chance to re-compute to hide
the button).
3. If someone changes values in the blacklist, then someone who already
has a form open will not see icon disappear until something triggers a
re-compute of the "phone_sanitized_blacklisted" flag (this was already the
case with the icon, but now a user may try to unblacklist a value that is
already unblacklisted.)
4. Since the icon needs to be visible by everyone to indicate whether or
not a phone/email is blacklisted, users without corresponding unblacklist
permissions will be able to click on the icon. When they click on it, they
will be informed they do not have permission to unblacklist. A wizard was
determined to be the best way to implement this unblacklisting for the
following reasons:
- A "Unblacklisting Reason" is needed and will not be stored as a field.
- A field widget is unable to do this due to security settings +
inability to refresh view after unblacklisting with a
"Unblacklisting Reason" without wiping unsaved changes.
Additionally, to better align with GDPR, the corresponding form view for
the phone/email blacklist has been updated to use the same wizard to
track "Reason for unblacklisting". Unfortunately there is no
straightforward way to prevent direct "Archive" action, so users are
still able to bypass unblacklisting without being asked for a "reason
for unblacklisting".
Supports task: 2117635
Upgrade PR: odoo/upgrade#939
COM PR: odoo/odoo#45315
Below points are improved in automated action
- Set no_create on model_id, crud_model_id, partner_ids, and channel_ids
- Set widget many2many tags and change string for trigger_field_ids
- Rename 'Trigger Condition' to 'Trigger'
- Change on_change_fields into a many2many to ir.model.fields
- Set 'Hours' as default of field trg_date_range_time
- Rename label of crud_model_id to 'Target Model'
- Rename label of sms_mass_keep_log to 'Log as Note'
- On creation of template set the default model
- Hide the 'Security' tab
- Set no_create on fields resource_ref and col1
- Make 'value' readonly when col1 is not set
- Rename 'Link using field' to 'Link Field'
Task-2082503
closes odoo/odoo#39622
Closes: #39622
Related: odoo/enterprise#6515
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Somehow having views could be necessary. Previously the only way to see
notifications was embedded inside mail.message views (notification_ids).
Task 2118599
PR #39460
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
* = portal, website, test_website, account, sms
Portal an Survey error pages were ugly default pages.
Now the error pages will be the same as the website ones.
Also fixing single module builds tests
task-2059969
closesodoo/odoo#35535
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
- 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
- Cancel button in the sms form view not related to a action :
When we click on the cancel button of the sms form view, get traceback.
Fix the issue by adding the cancel action in sms model.
- Mass mailing contact - False as the display name :
The display name was the mail address but when the contact didn't have
mail address a ugly False was print to described the contact (form view).
Then change the _rec_name to print the name as the display name.
- Fix SMS composer for the res.parnter tree
Only the first record was truely selected when open the sms composer
(mass) from the tree view of partner. Fix that by bind the actives_ids
in the context and also fix the names of related actions.
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 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
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 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 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>
Damien Bouvy