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
Limit use of templates to models that are really capable of sending
SMS. Templates are now available on models that inherit from mail.thread
and effectively have fields used in SMS sending.
Technically this is done through a not stored field on ir.model that is
searchable. SMS sending capabilities is based on
* having fields holding phone numbers, as defined on mail.thread in SMS;
* having fields holding partners, as defined on mail.thread in SMS;
This implied some code rewriting notably about finding default SMS
recipients on a given model, in order to have fields instead of directly
returning partners.
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
Purpose of this commit is to add a blacklist mechanism for phone numbers
used to send SMS like what already exists for email addresses when sending
emails.
Define a new phone.blacklist model, holding a number and the state of the
blacklist (active field), as well as tools methods to access it. Make it
as private as possible, accessing it in sudo once access are granted.
Also clean phone validation tools: lessen number of tool functions and update
caller to simplify code readability. Some fixes are also included in this
commit, notably blank spaces cleaning in phone numbers.
Improve phone.validation.mixin to add a tool method computing a sanitized
number, in addition to formatting it to national / international.
Define a new mail.thread.phone mixin computing the blacklist status of a
record. This mixin
* inherit from phone.validation.mixin in order to have access to some
base phone number parsing capabilities;
* computes a sanitized phone number based on ´´_phone_get_number_fields´´.
It takes first sanitized value, trying each field returned by the
method. That means one sanitized phone number is available per record
even if several fields are available;
* compute blacklist state of records. It is based on phone.blacklist
model and give an easy-to-use field and API to manipulate blacklisted
records;
* give some API methods :
* ``_phone_set_blacklisted``: set recordset as blacklisted;
* ``_phone_reset_blacklisted``: reactivate recordset (even if not blacklisted
this method can be called safely);
Put menus in technical in order to have access to it. Add a Phone / SMS
menu below "Email" and use it to store SMS / Phone actions.
Finally prepare tests addition by performing some light cleaning while adding
blacklist tests. Purpose is to ease future tests related to SMS.
LINKS
Task 1997464
PR #34424
Original SMS addition: Task 1922163 (4287481)
PURPOSE
Send SMS from server/automated actions. Indeed we can already send emails from
server actions. The goal is to have the same thing for the sms.
SPECIFICATION
Purpose of this commit is to add support of sending batch SMS through
server actions. This means sending SMS will be available also for
automated (base automation) and scheduled actions (cron).
A new type of server action is added: sms. User choose an sms.template
to use to send SMS in batch. An option allow to choose to keep archive on
selected records. If no archive is kept, a batch of sms is created. With
archive a _message_sms is performed with note subtype, allowing to have
a discuss messages with only sms customer being notified.
Linked to task 1935280
Part of PR #34864
Purpose of this commit is to provide users templates to use when sending
SMS. It is inspired from what already exists for mail templates. This commit
* adds templates for SMS
* users can now create template for SMS Text messages similar to mail
templates;
* jinja syntax is supported for body like mail templates, which is why
templates are linked to a given model;
* refactor the SMS composer
* templates are supported in composer like the message composer. This is
supported only in mass mode to avoid bloating the interface in standard
composition mode;
* composer code is rewritten to support various use cases (comment, mass
sms, numbers, ...) and better fits all use cases;
* composer is extended to support notably mass SMS without posting messages;
Templates will also be used in a near future in mass sms sending (mass
mailing application improvement) and in marketing automation (for enterprise).
Tests are updated and added to ensure feature works.
Related to task 1922163
Linked to PR #33510
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Co-Authored-By: Pierre Rousseau <pro@odoo.com>
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>
Thibault Delavallée