PURPOSE
Improve modeling and performances of mass mailing by manually updating trace
status instead of using complex computed fields and lessening fields usage.
Remove some fields and keep only relevant metrics to simplify and clean trace
model.
SPECIFICATIONS
In this commit we clean the way trace state is managed. Currently it is a
computed field based on several datetime fields. However this generates a
lot of noise in the table as well as unnecessary computation
* there are several columns (one for each state) storing datetime at
which status was reached. Generally only 2 or 3 contain relevant
information;
* state could be set in code directly to avoid a computed field based on
many triggers;
* recomputing it each time a date changes is not necessarily necessary;
* state value can always be updated manually as this is main done through
some automated server update (mailgateway, link clicks, ...);
As trace states and its triggers should not be updated manually it is better
to synchronize it in code flow. When there is an exception or update done
through sending or gateway status is updated as well accordingly. Various
datetime fields are also updated at the same time. In order to align with
notification model mail and sms trace status are updated to a classic field.
Only last status update is now kept as there is no need to store the entire
history of status change.
We keep only a datetime for relevant metrics: open, reply and click. Other
datetime bring no real value. Knowing when a trace was in error or bounced
is not necessary. Indeed exception generally indicates a server issue (at
sending), cancel indicates a data issue (at sending) and bounce depends on
customer email server.
Status update is removed as using write_date is sufficient. Once created
traces are updated only when an external event occurs (opened, replied, ...).
It allows to simplify trace model.
We also rename ignored field into canceled to match naming use through mail
and sms.
QUERY COUNTERS
This change has some positive update on query counters when sending mailings
as traces have less unnecessary status update compared to priori this change.
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Upgrade PR odoo/upgrade#1907
PURPOSE
Improves various views related to the mass mailing lists to help the user to
check the "health" of its lists at a glance.
SPECS
Introduce statistic fields on mailing.list:
- Total number of contacts (replaces the previous number of valid emails)
- Number of valid email contacts
- Number of valid SMS contacts
- Number of mailings sent using the list
- Percentage (and total count) of opted-out contacts
- Percentage (and total count) of blacklisted contacts
- Percentage of contacts having at least one bounced message
The statistics are shown on the kanban and also on the form view where they are
used to quickly reach the associated mailings / contacts.
Demo data were slightly adapted to show more interesting demos on views.
On a technical point of view, the various counts of contacts are made in a
single query using CASE WHEN syntax.
We need some entry points in the query to be able to dynamically add fields and
joins in the mass_mailing_sms app, but it's better than copy/pasting multiple
times a very similar query.
LINKS
Task 2182622
UPG PR odoo/upgrade#1990closesodoo/odoo#53221
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
The name was autogenerated to "XMas Promo 2020-04-27 09:15:11" (which
is rather technical)
Make a static one to avoid changing it everytime the translations are rexeported
X-original-commit: 52a630eb28ead7b21f39dccbbff628ea594c7099
This commit hides the field "name" of the mailing.mailing model.
Instead of having both fields "name" and "subject" on the form, "name" will
only be visible in debug mode leaving only "subject" to be visible for other
users. Indeed name is a more technical field used to create and find UTM
source record back while subject is the real business field.
This change implies that the name will now be set by default in the create
method so that the UTMs keeps working as they were. The name will be
constructed as follow: "subject create_date".
If the admin decides to set the name himself, the name will not be set
by default. Field is set in debug mode to allow its edition.
In mass mailing sms subject field is made visible. The name field being only
visible in debug mode now, the subject field had to be made visible in the
mailing form of the mass_mailing_sms module.
LINKS
Task ID 2072130 (hide name on mass mailing)
PR: #36935
Purpose of this commit is to help discovering the new mass SMS application
by adding some data. Some mass mailing data is also udpated to be a bit
more interesting / up to date.
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
Create a new application called "Mass SMS" that follows the structure of
mass_mailing application.
General guidelines
* use the fa-comment icon for this module;
* add a "Notification type" field to the mailings: email or sms. Set it
invisible and set as domain from context when choosing mass mailing or
mass sms application (menus / action specific);
* adapt the metrics from Mass Mailing to SMS
* sent = received = whether the SMS was sent or not;
* opened => we don't have this information;
* replied => we don't have this information;
* clicks = from link tracker (no change of behavior);
* bounced = SMS that failed to be delivered because the format is wrong;
* exception = any issue when sending SMS;
* keep the Mailing Lists menu, hide email related fields on contact model;
* settings: hide the "Specific Mail Server" feature
Mailing form view
* add an "SMS Content" tab between Mail Body and Options. In there, we should
have the following fields:
* content
* opt-out link: provide a link to the Unsubscribe page. Make it as short
as possible;
* SMS Template
* add an "SMS Text Message" Medium;
Mailing actions
* add an "SMS Sent" smart button. Use the fa-comment-o icon and it should
redirect to the same list views as the "Email sent" smart button and list
the contacts to which an SMS was sent;
* add a "Mobile" field in the list views of the "Email sent" smart button:
* adapt the TEST button > Test Mailing modal to SMS (we should have 1 button
for Email and 1 for SMS); update description;
* default value for the Recipients field should be Name of the current
user, work mobile/phone number;
* If there are no Work Mobile/Phone numbers set on res.users, display
(123)-456-7890 instead;
* rename the Send Sample Mail button into Send Sample SMS;
* adapt the SEND NOW button > Confirmation modal to SMS. Change the message
into "This will send the SMS Text Message to all recipients. Do you still
want to proceed?"
* hide the following elements: Subject, From, Reply to, Attachments, Mail
Server, Mail Body tab; Opened, Replied;
* adapt the label of the following "warnings" to SMS
* x SMS Text Message(s) have been ignored and will not be sent.
* x SMS Text Message(s) are in queue and will be sent soon.
* x SMS Text Message(s) could not be sent.
Mailing kanban view
* hide the following stats: https://nimb.ws/grvBn0: Opened, Replied;
Mailing list / contact management
* following fields should be left empty: https://nimb.ws/3HBeJL: Opened,
Replied;
* when browsing through mailing lsits and contacts through the Mass SMS
application, update actions and views to hide fields related to
email and display only phone-related information;
UTM Campaign
* form view > Related Mailings tab: the following fields should be left
empty if notification type = SMS: https://nimb.ws/nfvr1O: Opened, Replied
Mass Mailing > Reporting (mail.trace.report model)
* adapt the reporting based on the fact that we do not have the following
metrics for SMS: Opened, Replied;
Mass Mailing > Configuration > Blacklist
* do not display any email information (phone blacklist is about phone);
* support phone blacklist. Phone blacklist is therefore a separate model
from mail.blacklist to simplify management. It is included in sms sending
process like mail blacklist when mailing in mass;
Opt-out and blacklist handling
* we do support mailing lists because they could come from different sources
and are a way to communicate with a specific audience (and not just a list
we bought), e.g. subscribe to this list to be kept updated whenever this
product is back in stock, or to receive results of this ...
* if the SMSing is from a list, opt-out removes ourselves from the list;
* if it is from the contact ==> Sent to blacklist;
* allow to attach unsubscription links in sent SMS, redirecting to a new
route in mass mailing SMS allowing quick unsubscribe and/or blacklist
of phone numbers;
Error management
* if the user clicks on Send Now / Schedule / Test and does not have enough
credits, open the "Insufficient credits" modal in a lazy option (aka when
having failed statistics linked to insufficient credits);
* on the mailing, we however display this failure as :
* a message on the mailing kanban view
* a message on the top of the form view + same behavior as the mailing and
"Could not be sent" https://www.screencast.com/t/BExgd1Gc;
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
Thibault Delavallée