PURPOSE
This commit consolidates UTM usage across all applications.
Global purpose is to avoid having undesired side-effects, such as unlinking an
utm.source/utm.medium/utm.campaign and at the same time cascading the deletion
to various records without noticing.
SPECS
ALLOW MORE PEOPLE TO CLEAN UTM RECORDS
Currently, not even the system administrator can delete utm.mediums and
utm.sources (he can only delete campaigns).
These were considered as "technical records", but allowing some cleanup is
a good idea since these records are often automatically generated and can
create a lot of unnecessary noise in the database.
That's why we now allow the following groups to delete all UTM records
(sources, mediums and campaigns):
- group_system
- group_mass_mailing_user
- group_social_manager (enterprise)
PREVENT DELETION
For some use cases, removing an utm.source/utm.medium/utm.campaign would
cascade delete the related record, which was unintended / hidden side effect.
These combinations were secured by preventing to unlink:
- mailing.mailing source_id field
Trying to delete the utm.source will throw an error message
- mailing.mailing medium_id field
Trying to delete the utm.medium will throw an error message
- hr.recruitment.source source_id field
Trying to delete the utm.source will throw an error message
ADDING CLEAN ERROR MESSAGES
When trying to delete an UTM record that is linked with ondelete="restrict", we
improved the error message to give a clear explication to the user, e.g:
"You can't delete these UTM sources as they are linked to the following
mailings in the Mass Mailing APP, and deleting the source would break the
statistics: Newsletter"
SPECIFY 'ondelete' strategy
For a lot of uses of sources/mediums/campaigns, the 'ondelete' strategy was not
specified, leading to the confusion of "is this really how we want to handle
this?".
A lot of ondelete="set null" have been added in various field definitions to
ensure that this is the desired and logical strategy we want for that
specific model.
PREVENT REMOVING HARDCODED UTM RECORDS
In some functional flows, UTM records are hardcoded using their direct
record reference.
This is notably the case for the recruitment process and its creation of
aliases, and for the Email / SMS Marketing flows.
As deleting them would break these flows, we prevent their deletion in a
"api.ondelete" method.
ENFORCE NEW RULES WITH TESTS
A lot of python tests have been added to make sure we enforce the decisions
taken here above.
LINKS
ENT PR odoo/enterprise#19048
Task-2459480
closesodoo/odoo#72239
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Before this commit:
- UTM campaigns are accessible for all internal users, but with email
marketing related modules installed, if user who does not have rights
for email marketing tries to access the campaign, an AccessError is
raised. It's because few fields related to email marketing are added
in model `utm.campaign` which are accesible only to the marketing
users.
- When the user is having `mass_mailing.group_mass_mailing_campaign`
group enabled but no rights for email marketing, the root menu of
for the 'Email Marketing' app is visible to that user, which is
not correct.
With this commit:
- While adding marketing related fields to the campaign, we provide the
group("mass_mailing.group_mass_mailing_user") at field level whenever
neccessary so it doesn't raise AcessError. Also, we show those fields
on the campaign views only when `mass_mailing.group_mass_mailing_campaign`
group is enabled for the user. To do this, a compute field has been
introduced to make sure that user has rights to access email marketing
as well as the feature to manage mass mailing from campaigns is enabled.
The reason behind introducing a new compute field is, at view level,
it is not possible to check that user is having multiple groups.
- We've applied the group "mass_mailing.group_mass_mailing_user" on the
root menu of Email Marketing app, so if the user has UI only group
"mass_mailing.group_mass_mailing_campaign" and but no rights for
email marketing, the root menu won't won't appear.
TaskID-2417993
closesodoo/odoo#74113
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Manage correctly a/b testing in mass_mailing.
We can now organize a mass_mailing campaign by testing
multiple mailings for the recipients targeted (subject,
templates, design, ...)
For this a new tab on the mailing record is added to better
promote the existence of the feature.
When an user has the group to manage mailing campaign, he can
access the tab A/B Test. This tab allows to enable A/B testing
for the mailing. If there is no campaign set for the mailing,
one is automatically created allowing the user to continue
smoothly.
Once A/B testing enable, the percentage of recipients use can be
set for each mailings. Also, the user can choose the deciding factor
that will set the final mailing as winner.
In a case, the user is not in manual mode, he can set the schedule datetime
for sending the final mailing.
task-2123242
COM PR: odoo/odoo#75622
ENT PR: odoo/enterprise#20454
UPG PR: odoo/upgrade#2781
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Use _for_xml_id to replace all the self.env.ref().read()[0]
This has the advantage of having a single point of control and to add
the fields filtering and model verification.
Add sudo for other operations on ir.actions.*
- In the campaign form view, when you click on "SMS", the filter has changed
``My Mailing`` -> ``My SMS Marketing``
- In the campaign form view, display the Mail/SMS subject instead of the SMS name
- In UTM, move the campaign from the data to the demo data
Task #2082296closesodoo/odoo#40205
Related: odoo/enterprise#6685
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit adds the concept of sms into the utm.campaign
* Add "Send new sms" button to the cta
* Add a SMS stat button
* Add a sms page in the notebook
LINKS
Task ID 2074813 (FP request UTM refactor)
closes odoo/odoo#37185
Pr: #37185
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Aurélien Warnon