PURPOSE
To ease the scheduling process, we introduce a new calendar view on mailings
that allows to easily schedule your communications. In addition, mailings and
sms views are improved to ease global usability especially about scheduling
configuration.
SPECIFICATIONSS
- add a calendar view to allow marketeers to either schedule or overview their
ongoing mailings/sms;
Side note: inspired by what has been done with Social Posts
- improve the scheduling flow by allowing to configure it directly in the form
view using fields rather than action buttons that open an extra window. This
implied removing the schedule wizard as everything is now configured directly
from the mailing form view;
- add a constraint on 'schedule_date' to make sure it's not scheduled in the
past;
- compute a calendar_date to be used by calendar view. It is either sent
date (if sent), next departure of cron (if in queue) or schedule date (if
scheduled).
- update mass_mailing_sms to match scheduling flow of emails and adjust the
'sms_force_send' display to ease understanding ;
LINKS
Task ID-2202759
COM PR odoo/odoo#57000
ENT PR odoo/enterprise#12920
UPG PR odoo/upgrade#1736
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
The purpose of this task is to improve the UI of the 'Apps', by
improving the clarity of the kanban, sequencing the apps and
simplifying the app categories in the searchpanel
So in this commit, Added the new sequences for ir.module.module
and ir.module.category records.
TaskID: 2240257
Related Enterprise: https://github.com/odoo/enterprise/pull/12413Closes: #55907
Purpose
=======
Provide a follow-up/overview of the Mailing 24 hours after its been sent.
Specifications
==============
Send an email to the responsible of the mailing 24 hours the last email
of the mass mailing.
During the link trackers creation, extract the button label if exists
(so we can display them in the statistics email).
Technical remarks
=================
The statistics email is sent to the responsible of each mailing in the
CRON of mass mailing.
Task-2227411
closesodoo/odoo#49836
Related: odoo/upgrade#1094
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Improve the Email Marketing tour and onboarding to create a "wow effect" when
users test the app.
SPECIFICATIONS
Create a tour for mass_mailing to let user visit Odoo Email Marketing through
a simple mailing creation flow.
This require the following functional changes
* by default, if user chooses to contact mailing lists and there is a single
mailing list available, add it as default value for chosen list;
* create a master mailing list data containing the admin user so that he can
easily follow the tour and test the mailing application;
LINKS
Task ID 2194876
Community PR odoo/odoo#48259
Upgrade PR odoo/upgrade#983
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Using Email Marketing or Marketing Automation without website installed will
not populate the links for your social media accounts.
SPECIFICATIONS
Move social_links template directly into mass_mailing and use company
information available through social_media module as default values, then
overridden by website information.
TaskID 2036094
PR #51025
Enterprise PR odoo/enterprise#10497
Related: odoo/upgrade#1212
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit cleans several unused computed utm statistics fields related to
mass_mailing along with their compute methods.
Upgrade PR odoo/upgrade#823
Task 2082816
closesodoo/odoo#38246
Related: odoo/upgrade#823
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. We will also add relevant
statistics on utm campaign model in order to use it in various applications.
SPECIFICATIONS
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. This change implies that
mass_mailing.tag and mass_mailing.stage have to move to the utm model along
their associated views/data.
These changes were made so that campaigns could be used in the future
by social, mass_mailing and mass_sms and available in the same view
This commit also removes the source_id and the medium_id
fields on the campaign.
This commit also moves the unique_ab_testing field from the mass_mailing_campaign
to the mass_mailing model
Task ID: 2002029
PR: #34015
PURPOSE
Mass mailing is currently a bit messy. As SMS will be added as a way to notify
people in mass through SMS let us take this opportunity to somehow clean this
application: organization, light code cleaning, model renaming.
SPECIFICATIONS
Rename mail.mass_mailing model to mailing.mailing. Rationale :
* mailing is now a prefix for mass mailing models;
* mailing.mailing is easier to read / find / understand;
Note that mail.mass_mailing.campaign is not updated as it is likely to be
removed soon and replaced by simple utm.campaign model.
MIGRATION
mail.mass_mailing model -> mailing.mailing
mail_mass_mailing table -> mailing_mailing
LINKS
Task ID 2037906
Preparing task ID 1997464 (SMS addition in mass mailing)
PR #34938
PURPOSE
Mass mailing is currently a bit messy. As SMS will be added as a way to notify
people in mass through SMS let us take this opportunity to somehow clean this
application: organization, light code cleaning, model renaming.
SPECIFICATIONS
Rename mail.mass_mailing.list and mail.mass_mailing.list to mailing.list
and mailing.list.merge. Rename mail.mass_mailing.contact to mailing.contact.
Rename mail.mailing_list.list_contact_rel to mailing.contact.subscription.
Rationale :
* those new names are easier to understand: mailing.list and mailing.contact
are less mail-related, especially taking into account that SMS will allow
to be less mail-oriented;
* those names are easier to read / find / understand;
* align wizard and sub-models naming with the main naming;
* have a mailing as first part of namespacing;
MIGRATION
mail.mass_mailing.list model -> mailing.list
mail.mass_mailing.list.merge model -> mailing.list.merge
mail.mass_mailing.contact model -> mailing.contact
mail.mass_mailing.list_contact_rel model -> mailing.contact.subscription
mail_mass_mailing_contact_list_rel table -> mailing_contact_list_rel (specific
case of a decorated m2m)
fields updated (no column change)
* mailing.list: subscription_contact_ids -> subscription_ids
LINKS
Task ID 2037906
Preparing task ID 1997464 (SMS addition in mass mailing)
PR #34938
PURPOSE
Mass mailing is currently a bit messy. As SMS will be added as a way to notify
people in mass through SMS let us take this opportunity to somehow clean this
application: organization, light code cleaning, model renaming.
SPECIFICATIONS
Rename mail.mail.statistics to mailing.trace and mail.statistics.report
to mail.trace.report. Rationale :
* mail.mail.statistics is linked to mail.mail model. Soon this model will
hold data related to SMS sending. It makes sense to be broader in the
naming;
* mailing.trace is more inlined with marketing.trace model that is the
marketing automation model using it in marketing automation (enterprise
application);
* mailing.trace is shorter to write;
* mail.statistics.report model should sense to be updated at the same
time;
MIGRATION
mail.mail.statistics model -> mailing.trace
mail_mail_statistics table -> mailing_trace
mail.statistics.report model -> mail.trace.report
fields updated (w column change)
* link.tracker.click: mail_stat_id -> mailing_trace_id
fields updated (no column change)
* mail.mail: statistics_ids -> mailing_trace_ids
* mail.mass_mailing: statistics_ids -> mailing_trace_ids
LINKS
Task ID 2037906
Preparing task ID 1997464 (SMS addition in mass mailing)
PR #34938
PURPOSE
Mass mailing is currently a bit messy. As SMS will be added as a way to notify
people in mass through SMS let us take this opportunity to somehow clean this
application: organization, light code cleaning, model renaming.
SPECIFICATIONS
Guidelines: re-organize model files and split them according to main
models. Also reorganize views.
Done in this commit
* split big python file by main models;
* split views according to python files;
* move statistics report to /report;
* merge some exploded view files (assets, snippets, application menus);
LINKS
Task ID 2037906
Preparing task ID 1997464 (SMS addition in mass mailing)
PR #34938
Purpose
=======
Access group terminology is missleading. Yous have to be manager to administrate
an application. This task consists to rename groups to be understandable for everyone.
Groups should be reorganised on the users form to be more explicit.
Specification
=============
1/ Rename 'Manager' to 'Administrator' in users groups.
2/ Define a hierarchy on access groups by using the category_id in the manifests
A category 'Operations/Project' will create a category Project with a parent
category 'Operations', and something smart is already developed (in modules/db.py)
to avoid duplicating categories.
3/ Add a group in expenses to be able to approve expenses reports for my team.
4/ Add a group in timesheets to be able to approve timesheets for my team.
5/ Remove partially the useless crap in ir_module_category_data.xml
6/ Sort access rights groups on users form according to its parent category
closesodoo/odoo#29362
Signed-off-by: "Yannick Tivisse (yti)" <yti@odoo.com>
* Creating a new structure by transforming all the plugins in the
library using the odoo inheritance system. Plugins are easier to
implement with the AbstractPlugin to add Odoo behaviors.
* From now on, the methods of the library (in this case Summernote) can
no longer be called by other modules or files. Only the wysiwyg
widgets can access it, to simplify the updating process. The wysiwyg
object serves as an interface.
* Depending on the options the snippets will be loaded or not, the
editor will be in an iframe or not... all of this is transparent from
the outside.
* Regarding iframes, all controllers related to editing have been
removed: the new API no longer needs them. This speeds up loading,
eases testing and removes complexity for the same
features.
PUBLIC FEATURES
There are several public methods on the Wysiwyg class:
* Wysiwyg.prepare (WidgetParent): returns a deferred resolved when the
library (xml, lazy, assets...) is loaded.
* Wysiwyg.getRange (DOM): returns the range (selection in the dom)
* Wysiwyg.setRange (startNode, startOffset, endNode, endOffset): creates
a range (selection in the dom)
* Wysiwyg.setRangeFromNode (DOM, options) that creates a range from an
element (option available to select all, start or end)
A jQuery selector was added: :o_editable, which indicates whether the
current element is editable. That is, if it is contained in a tag with
the attribute 'contentEditable = "true"' or in a tag with the class
o_editable.
Several methods are also present:
* focusIn: makes a focus and places the cursor at the beginning of the
element
* focusInEnd: makes a focus and places the cursor at the end of the
element
* selectContent: makes a focus and selects the content
HTML FIELD
The HTML field can receive different options:
* style-inline: {boolean} transforms a class into an inline style when
saving and vice versa when reading.
* no-attachment: {boolean} prevents the use of attachments (in media
dialog)
* cssEdit: {xml_id} to use a template containing the css to loaded in
an iframe when editing
* cssReadonly: {xml_id} to use a template containing the css to load
into an iframe when viewing in readonly
* snippets: {xml_id} snippets template (can be used with or without
cssEdit)
* wrapper: {template} qweb static template (containing a tag:
id = "wrapper") that will include the content during editing (removed
on save)
MASS MAILING
A widget was created for mass mailing. There are now two fields:
body_html and body_arch.
body_arch contains the code with the class without conversion into
inline style, useful when editing and one with the inline style that is
visible in readonly mode and sent by email.
Advantage: no spreading errors, able to update css/theme, able to do
more changes when converting to inline style so that a maximum of mail
clients have an impeccable rendering.
Co-authored-by: Antoine Guenet <age@odoo.com>
Purpose is to ease use of mass mailing by improving the action linking to
statistics. Form / graph view is added as well as informations related
to mass mailing and campaign.
This commit is linked to task ID 1896681 and PR #27975.
Contacts is now installed when installing mass_mailing.
It was possible to send mass mailing to contact without having
the contact app installed. which was a non sense because the user could not
manage the contacts and the admin could only send mail to the contact demo data,
which is not very useful.
Purpose
=======
- Apply the blacklist implementation to Improve mailing subscription to be more
compliant with the European GDPR law. Keep a list of people who does not want
to receive promotional emails (or mass mailing in general) anymore.
- Allows the recipient to update himself his mailing preferences
Specifications
===========
This commit is regrouping some main changes on mass mailing.
Apply Blacklist for following models through blacklist.mixin :
- crm.lead
- res.partner
- mail.mass_mailing.contact
- mail.channel.partner
- Opt_out per mailing list instead of per mailing contact.
- Replace opt_out by blacklist in crm.lead + res.partner models
- Added 'ignored' state for mass_mailing. Ignored = blacklisted, opted-out
Ignored email are not included into final statistics to avoid confusion.
- Unsubscribe(d) pages migrated from website_mass_mailing to mass_mailing module
as thoses pages should work without having the website module installed
Detailed implementation
===================
Mass-mailing :
- A blacklisted email is notified by the ban icon next to the email field.
(at the left of the email field for display purpose)
- Renaming the '_get_blacklist' method that was actually
searching opt_out list into 'get_opt_out_list'
- Opt out per mailing list : Add opt_out + related fields (for display and
ergonomy reasons) on the relational model
- Display relational model tree view instead of mass_mailing.contact tree
view when clicking on mass_mailing_list in kanban view
-> In order to be align between contact_nbr displayed in kanban tile and
the content of the tree view
-> mass_mailing contact is accesible via the user icon in this tree view
- Remove custom filters 'filter_contact_subscription' and
'filter_contact_unsubscription' as opt_out is not on mass_mailing.contact
model anymore
- Add 'is_public' to mailing list
The name of this mailing list can be seen (or not) by recipient in
the unsubscription page
If the mailing lists used in the mass mailing are not public,
the user in only informed that he has been unsubscribed.
If the mailing lists are public, the user is informed that he has been
unsubscribed from the mailing lists
and he has the choice to modify his subscription to all the public
mailing list he is or was subscribed to.
- Unsubscription Page :
- mass_mailing_contact :
Opt_out per mailing list, done by email and not by id, as multiple
contact can have the same email
The recipient can add/remove himself to/from the blacklist
The recipient can send a feedback about why he unsubscribed
- crm.lead + res.partner :
Once the recipient unsubscribe, he is automatically blacklisted
The recipient can 'Come back' and remove himself from the blacklist
if he changes his mind
- Show blacklist button parameter added in config :
The idea is to enable/disable the fact that the recipient can add
himself to the blacklist by showing or not the 'blacklist me' button
Only applies for mass_mailing.contact. The recipient, once
blacklisted, can always, no matter the value of this parameter,
'come back' and unblacklist himself
crm.lead + res.partner :
- Replace opt_out by blacklist in crm.lead + res.partner models.
As when a res.partner or crm.lead unsubcribe, we assume that the recipient
does not want to receive mass mailing anymore, at all, even if we adds him
to a mailing list afterwards. He is then blacklisted to avoid this.
With this behaviour, if a new lead is created with the same email address,
he won't be able to receive mail in mass_mode.
But he will still be able to receive '1 to 1' direct email.
Task ID 33224
Closes#25966
Purpose
=======
Improve mailing subscription to be more compliant with the European GDPR law.
Keep a list of people who does not want to receive promotional emails
(or mass mailing in general) anymore.
Specifications
===========
This commit is regrouping some main changes on mass mailing.
- Added blacklist : Avoid sending mass mailing to blacklisted recipient
(blacklisted = email address that doens't want to receive mass mailing anymore)
Detailed implementation
===================
Mail :
- Add Blacklist mechanism in mail module (NOT in mass-mailing) :
as we can send mass-mail without the mass-mailing module
- Unicity in email -> To avoid error in import, override the create and return
the existing record if any, else, create the record normally.
- Blacklisting is done by email address and is cross model.
Will apply to model that inherit the blacklist.mixin.
- field 'is_blacklisted' -> computed : check if email is in blacklist
+ search method to be able to filter on is_blacklisted
- When a email address is blacklisted, it will never get mass mailings anymore.
Even if the email address is added to another mailing lists
- Avoid sending notification to blacklisted recipients when sending email
in mass mail mode. If the recipient is blacklisted, we should not even send a
notification in the recipient's chatter for an email that he won't even
receive.
- When a email address is blacklisted, it can still get 'normal' mailings.
- The blacklist shoud be accessible in
Mass Mailing / Configuration / Blacklist
and Settings / Technical / Email / Blacklist
-> Renaming Settings / Technical / White / Black List config menu item
into Channel Moderation to avoid confusion with Mass Mail Blacklist
- Add indexes to the blacklist table (on email) to make it fast for access for
the different use cases
- _primary_email : attribute that must be overriden to specify which field must
be used as email in the blacklist mechanism.
- Filtering the blacklisted recipient in mail composer :
done in mail._get mail value()
In case of real mass mailing, we need the statistics to be computed in order
to know how many recipients were ignored in the mail.
So we cannot avoid sending mail but instead flag the mail as canceled.
Task ID 33224
- Email generated from mass mailing will have its own layout with internal css.
- strip_classes is removed from mail_message because mail client are now supporting
internal stylesheet. we need it for make mail responsive.
mail: manually removed classes from incoming mail body
Because we removed strip_classes from mail message body field because we want to
allow classes in outgoing mail to make it responsive but classes are not removed
from incoming mails so here we manually removed classes from incoming mail.
opw-1836556
Purpose of this commit is to re-arrange mass mailing buttons and to add
a button for scheduling mass mailing in future :
* add schedule date in debug mode;
* re-arrange all button;
* add schedule in future button and on click open wizard to schedule future
date;
* on 'send now' button remove the useless '|' in domain;
* add a small wizard to select the send date;
This commit is related to task ID 46932
The reified view on the res users will be dropped in the following commit.
The previous commit adds support to define each group as a computed field on the res users.
This commit defines:
- A boolean field for each 'isolated' res.group, i.e. a group in the hidden category.
- A selection field for each 'Application' res.group, i.e. a group in a application category.
Example:
- The group to manage pricelist in sales becomes a boolean field
- The groups project user/manager become a selection field
This technical dependency module adds settings to res_company for the
company's social media pages.
It is introduced to fix duplicated fields for res_company in website and
mass_mailing, these two modules now require social_media as a dependency
Purpose
=======
Mailing lists are not flexible. It should be possible to merge mailing lists and remove duplicates when doing it.
Specification
=============
- When selecting records, in the action menu, add "Merge selected mailing lists"
- A modal will open :
- There's the choice between merging the contacts into a new mailing list or an existing one
- There's the choice to archive the source mailing lists or not
- The duplicates are avoided in the destination mailing list
- Opt-out contacts are not copied in the destination list
Purpose
=======
- Settings are too complex: too long + too many options that shouldn't be suggested with checkboxes
e.g. twitter roller is now suggested as a new snippet to install from website editor
google maps, slides, forum, etc. should show up in the apps store
- When saving the page I expect to stay in the settings -> no redirection to homepage anymore!
Specification
=============
See task 33620
The module is described in either static/description/index.html, either in
README.md file.
It is ok to have both README.md and index.html as index.html is for a formated
description and README.md is displayed in github
e.g. https://github.com/odoo/odoo/tree/10.0/addons/stockCloses#18036
Mass Mailing campain cannot use Mail Templates anymore (the user now
has to duplicate a previous Mass Mailing if he wants to start a new
one with a mail body which looks like the old one).
So this menu became useless and confused the users. Mail Templates are
a technical feature which is used by other module to send automatic
emails and these can be edited through debug mode in the Settings app.
Resolve#14148.
* Remove mass mailing template switching system (lemon, airmail, ...)
and replace it with a theme selector which only toggle a different
class on the body.
* Lint JS files.
* Change the way the editor is overridden by mass_mailing in a more
odoo way (put the JS in assets and check on runtime if it must be
applied.
+ fix editor style
+ remove useless code
+ remove odoo template
