ir.rule are default values but can be customized based on the
company's policy and needs.
This is typically a record that is in noupdate as should be
customization-friendly.
It was no longer possible to send SMS in batch in the list view
This is because it was missing the default_res_ids key in the action context
task_id: 2070836
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
We want to integrate SMS with crm.lead in the same way it is integrated
with res.partner.
SPECIFICATION
Add phone/SMS widget on 'phone' and 'mobile' to call the same 'Send sms' modal
than on partner. This modal can also be called from the action menu in list
view. This modal should behave the same as for res.partner (same number
selection and warnings). The SMS text message should also be logged in the
chatter (similarly to res.partner)
SMS sent in batch should be logged in the chatter of the corresponding record.
Linked to task 1925950
Part of PR #34864
Victor Feyens