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>
This commit prepares SMS refactoring by updating some mail models. Purpose
is to be able to store SMS notification information inside existing mail
flow and models.
Main changes
* mail.notification: define a notification_type field to store the medium
used to notify people. In mail two ways exist: inbox and email. It will
ease introduction of SMS notification mechanism. This field replaces the
is_email boolean field;
* mail.notification: make res_partner_id field not required. This means
notifications could be linked to something else than a partner. An SMS
for example. For Inbox and email notifications partner is still required
and a constraint is added accordingly;
* mail.thread: let notification methods handle the creation and update of
their notification instead of creating them in _notify_thread and tweaking
them in sub notification methods;
* mail.thread: clearly move inbox-style notification in its own method like
notify by email;
Some lighter code changes
* propagate message_type to notification recipient computation. It will
allow for example to be more precise when computing a notification type
depending on the message_type. For example, send a notification by SMS
when the message_type is SMS;
* ease inheritance of ``_notify_thread`` by returning computed recipients
data. It will allow to work on it without having to re-compute it;
* propagate kwargs from message_post and message_notify to notify methods.
This allow to avoid depending on context and set explicit parameters.
Drawback is that message_post and notify must separate kwargs used to
create a message and those that are propagated to notification methods;
* update various notification check to ensure they work on email
notifications, notably the resend and cancel wizards;
One side effect of this commit is that notifications are created by the
relevant notification method. Previously all notifications were created
by writing on needaction_partner_ids fields then updated according to the
notification process. Notably there could be too much notification created
when sending emails due to _notify_customize_recipients not being correctly
synchronized with notification. This issue is now solved as only really
sent emails create notifications.
Migration tips
* notification_type: notification.is_email and 'email' else 'inbox';
* remove is_email;
Related to task 1922163
Linked to PR #33510
This reverts commit 6230f72d2b.
Crashing when user have no valid email is the expected behavior. Flows sending
emails must ensure either current user has valid login / email, either it
uses an user OR author_id / email_from that has a meaning in the functional
flow. Notably when public user is involved. Hiding functional issues is not
what we want.
Also make a base performance class for some context and users in order
to lessen a big file size.
closesodoo/odoo#34547
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose of this commit is to improve and add tools, methods and data to test
mail and SMS features. We also add tests for current implementation of SMS
feature, allowing to better understand future changes.
[ADD] test_mail_full
* have a module depending on mail sub-applications like sms or snailmail.
Its purpose is to check that standard mail features work effectively with
all overrides and extra behaviors activated;
* add a new model specific for SMS gateway, with default recipient
computation;
* add SMS tests for SMS module adding SMS capabilities linked to mail
feature. This commit tests SMS feature before the upcoming refactoring
and improvement of SMS module in community: posting with SMS and sms
composer usage;
In test_mail
* add necessary mobile information on test partners;
* improve assertBusNotification that was not correctly asserting all items
in message of bus notifications;
In sms
* add mock for SMS sending. Purpose is to mock the connection to IAP
services by mocking the call to IAP server. It allows to perform SMS
tests without having to contact (and pay) for this service;
* allow some customization when calling the SMS gateway mock to simulate
errors and test corner cases;
Related to task 1922163
Linked to PR #34516
Fine-tuning of 516f22c398.
This commit missed attachments that are linked to a mail.template,
which should be added to every mail sent using the template.
To make sure that we both fix the duplicates and the generation issue,
we add a test.
opw 2000515
opw 1998782
closesodoo/odoo#33653
Signed-off-by: Nans Lefebvre (len) <len@odoo.com>
Purpose: make some methods from mail.thread mixin private and update their
naming if necessary. Some methods prepare data for business flows and deal
with internal information. Public methods should either use of give some
access to those methods. Computation itself should be keps internal.
In this commit we put message_get_suggested_recipients as private. As it is
used in discuss JS we define a controller that controls access to this method.
It explicitly checks for related document access rule and rights before
calling the private method.
Some addons are updated accordingly to the method change.
Related to task ID 1911679
Linked to PR #29483
Purpose: make some methods from mail.thread mixin private and update their
naming if necessary. Some methods prepare data for business flows and deal
with internal information. Public methods should either use of give some
access to those methods. Computation itself should be keps internal.
In this commit we put message_partner_info_from_emails as private. As it is
used in discuss JS we define a controller that controls access to this method.
It explicitly checks for related document access rule and rights before
calling the private method.
Some addons are updated accordingly to the method change.
Related to task ID 1911679
Linked to PR #29483
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>
We don't want to notify inactive followers,
especially in the case of oddobot that was considered
as a inactive partner in _notify_compute_recipients.
The computed recipient data for odoobot are
(pid:2 active:False pshare:True notif:None)
It was considered as a partner and notified by email.
This fix simply removes inactive partner from partner to notify.
closesodoo/odoo#31734
Signed-off-by: Toufik Benjaa (tbe) <tbe@odoo.com>
Steps to reproduce:
1. install `hr_contract_salary`
2. create a contract
3. set or update `hr_responsible_id` on the contract
(it creates a `mail.tracking.value`)
4. uninstall `hr_contract_salary`
5. go to the contract form view
=> traceback `hr_responsible_id` does not exist
Before displaying a `mail.tracking.value`, `groups` of the
fields are checked to fitler tracking values according to access
rights of the user.
However if the module that added the field has been uninstalled,
the field does not exists anymore.
Fix:
check if field exists before getting fields groups.
If the field does not exists: set groups to `base.group_system`
closesodoo/odoo#31398
Signed-off-by: "Yannick Tivisse (yti)" <yti@odoo.com>
*: project, crm, maintenance, helpdesk,
It is useless to track fields during create since they
have no initial value and future tracking message will
show changes on tracked field.
We can log a default creation message instead
(as it is now if there is no mail_create_nolog context key)
This change will implies
- less queries when creating record
- cleaner creation messages
- less occurence of mail_create_nolog ctx key
Removing tracking at create could break the creation subtypes
mechanism (example: following task creation subtype on project)
Instead of using _track_subtype to give a subtype at create,
a new _creation_subtype method can be override. If a creation
subtype is set on a specific modlel, creation messages will be
create by message_post instead of _message_log.
We also need to adapt the message_track_post_template in order to
keep this feature whithout tracking.
Task: #1916916closesodoo/odoo#31945
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
*: crm, project, maintenance, hr_recruitment
When a record is created from an email, cc can be lost. This commit
proposes a new mixin to keep cc on the record and allows to create
partner for each of them when sending a message from the chatter.
The mixin is added on the mail recors that can be created from mail.alias:
document
helpdesk.ticket
mrp.eco
quality.alert
hr.applicant
crm.lead
project.task
mail.channel
maintenance.equipment
Task: 1925001
Purpose
=======
Currently fields with a `groups` attribute can't be tracked.
Otherwise changes would be visible by all in the chatter, including
users which normally don't have the access rights because they are
not members of `groups`.
Specification
=============
Filter tracking field values according to the `groups` attributes.
Users without the access rights should not see them.
If a message is only composed of tracking values and the user doesn't
have the rights to see them, an empty message should not be displayed.
This commit changes some methods so they can be used in the account_documents enterprise bridge
and adapts activity tests for the new request on upload_file feature.
task: #1928404
related to: odoo/enterprise#3607closesodoo/odoo#30950
Before this commit, when creating a partner automatically when creating
a message with a template, the company on the partner was wrongly set
After this commit, we try to retrieve the company from the model on the template
OPW 1934392
closesodoo/odoo#30893
1) Configure both an incoming mail server and an outgoing one.
2) Install CRM.
3) Create a sale team, use the incoming mail address as mail alias.
4) Add a user with a valid email as follower of that team in the
chatter.
5) Enable developer mode, become super user via the developer tools.
6) Change the language of the super user to french.
7) You may want to modify the default gather/post time interval.
to receive/post email more regulary in the scheduled action.
8) Using an external mail client, send a mail to the incoming mail
address.
9) Let the two scheduled actions run by themselves.
10) The mail sent to the user has the "Lead/Opportunity" in english
wheras the rest of the email is in french.
opw-1917993
closesodoo/odoo#31034
As `formataddr` only accept strings as arguments, an exception was
raised when trying to notify a mailing list channel with followers
without email.
closesodoo/odoo#30492
This commit fixes the following issues regarding the mail tour:
1. Start from discuss app (not app switcher)
2. Adapt from recent changes on discuss app https://github.com/odoo/odoo/commit/9f6f9c71d3258ce3652b4a5793b7dcfef6f01d25
Note there is an error if we let runbot run this tour automatically:
```
Tour mail_tour failed at step Messages can be <b>starred</b> to remind you to check back later.
(trigger: .o_mail_discuss .o_mail_thread .o_thread_message_star)
```
This comes from the mail tour requiring longpolling to work, which is
intentionally disabled when running tours automatically on runbot.
We plan making this tour run without longpolling in the future, which
requires a design change from the client code (e.g. reduce reliance
on the longpolling).
Task-ID 1916093
closesodoo/odoo#29575
Do not use the model `_description` field which cannot be translated. Use
the `display_name` of the corresponding model instead.
Moreover, `<t t-esc="'%s' % model_description or 'document'"/>` gives
`'None'`, while `'document'` is expected.
This adds a query to some tests, which is expected since `display_name`
requires information stored in the DB, while `_description` is defined
at the Python level.
opw-1908420
On test fixes: Because the company now have parenthesis in its name,
formatting email addresses adds double quotes around the name.
e.g.: "My Company (San Francisco)" <example@exmaple.com>
This is related to revision
71f188082f
This is nice to have a meaningful explanation
for the user to understand why his mail is not sent,
this is better to not interrupt the mail queue when doing so.
Because of the above revision,
when the mail queue iterated on a mail failing because
of an ASCII encoding issue,
the mail queue was interrupted,
and on the next cron call it failed again and again
on the same mail, therefore leading to the mail queue
to never be processed.
Fixes#27804
When a letter is sent through snailmail and encounter an error, it used
to create an activity to the user to notify him that there was an error
with its letter.
When a user had this activity, he didn't have any clues of what was the
error and how to manage it. So we decided to better handle snailmail
errors and give the possibility to the user to easily fix the source of
the snailmail errors.
First to give a better feedback on the letters in errors, we've made
features similar to ones existing for emails:
- We add a mail message on the document that sent the letter, and put a
small paper plane icon, which is red when an error occurs (like the
envelope for email)
- As letters can be sent in batch, we've also added an entry in the
systray to easily manage the different documents having snailmail
errors like for emails.
Then we identified, the most common errors encountered with the
snailmail letters and give proper way to let the user fix them:
- Missing Required Field:
- The address is not complete, some of the fields are empty.
- We open a wizard allowing the user to modify the partner address
and we try to resend all letters having this error on the modified
partner.
- We also try to avoid this error, by opening the wizard before
sending the letter, but it only works for single documents, not
for batch.
- Trial/Credit Error:
- The user has not enough credits to send letters anymore.
- We open a wizard that give a redirection lnk to add credits on its
iap account.
- No Price Available:
- The destination country is not supported by any of our providers,
and we cannot do anything to send this letter.
- Format Error:
- The format of the pdf report send by the user is refused by our
providers, because some visual stuffs are not respected, for
example blank zone to print barcode or margins.
- We show a wizard to the user letting him check a setting option
that add a cover page in the envelope and the documents will be
send with this extra page containing the address.
- Unknown Error:
- This is not one of the listed error above.
- A wizard suggesting the user to contact support is displayed.
The cron that try to resend letters on error, has been addapted to only
try to send the error of type Trial/No Credit, because the account might
have been reloaded, and other errors, won't change if they have not been
fixed locally.
closesodoo/odoo#29685
This commit introduces the "upload file" activity type
category. For an activity of that time, uploading a file
will mark the activity as done (and maybe create the forced
next activities).
This activity type is seen as a shortcut to upload a file
with a reminder.
Task-1915004
closesodoo/odoo#29861
The current implementatipon of write on mail.activity will
send a notification to the user every time a write is made
on user_id.
To avoid to send notification / mail if the user_id is given
but doesn't change, we can simply filter the records. This
will also avoid to check assignation rights in this case.
Task: 1905086
closesodoo/odoo#30055
Purpose is to clean the use of tracking parameters on fields. Parameters are
merged and is now tracking=<int> or tracking=True.
This commit is linked to task ID 1903814 and PR #28430.
