PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Digest now use qweb views instead of a standard mail.template record for
rendering as
* template is very custom;
* probability of breaking it while edition the mail template is high;
it is easier to maintain and extend in qweb;
* only body was really used, other mail-related fields were not used;
We therefore remove the mail template data and the field used for it on
the digest model. Template is now forced to a Qweb view.
We can also remove the template_id field. Indeed we think that having
different templates for digests is a really advanced use case we do not
want to support.
Finally kpis and action computation is rewritten. It now returns an unique
structure containing all information in a more neutral way, holding values
for 3 columns. Purpose is to be less date-oriented in data construct and
allow people to use digest qweb template to display a 3-columns KPIs content
even if not related to yesterday / last 7 days / last 30 days.
LINKS
Task ID 2197417
Community PR odoo/odoo#51619
Upgrade PR odoo/upgrade#1256
PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Improve template according to FP specifications, aka
Header
Tip
KPIs
Preference text
Want to customize?
Mobile Tip
Footer
LINKS
Task ID 2197417
PR odoo/odoo#51619
Upgrade PR odoo/upgrade#1256
Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
This commit fixes the following bug:
* On a new DB, install account
* Settings > Technical > Email > Digest emails
* Open Weekly Digest, set Next Send Date to current day
* Settings > Technical > Scheduled Actions > Digest Emails
* Run manually
AttributeError: 'res.company' object has no attribute
'resource_calendar_id'
The field resource_calendar_id is provided by the module resource
closesodoo/odoo#28239
This commit adds a new digest module allowing to send recurrent digests by
email. Those contain a summary of the activity and display various KPIs
allowing to see the activity at a glance. It is also a great tool to improve
user engagement.
Digest module contain the core implementation of digests emails as well as
first basic KPIs. Future commits will gradually add KPIs in various main
addons.
Digests consist in email templates that have to call some methods on digest
module (compute_kpis, compute_tips, compute_kpis_actions) and render it
accordingly. A default digest is given in data allowing to tune it or to
duplicate and modify it.
Frequency is configurable on the digest; digests can be weekly, monthly or
send every 3 months. New employee users are added to the default widget.
KPIs are computed for each subscribed users so that results match its
groups and related access rights. Default digest therefore work for all users
as displayed results depend on their right without having to define separate
digests just for that purpose.
Implementation is done with Studio in mind. KPIs are computed fields on the
digest model. It means using Studio custom computed fields can be defined
to add customization to the digests, using fields named x_kpi_... .
Digests also holds tips to remind and warn users of features to activate
or configure like mailgateway.
KPIs can be linked to actions so that the section contain a link allowing
to directly jump on a given menu, allowing to directly link reporting
menus for example.
This commit is related Task ID 30655 and PR #18318.
Co-authored-by: Siddharth Gajjar <sga@odoo.com>
Thibault Delavallée