When scheduling a mass sms with a template, do not force a void body in
context as default value. Indeed it takes precedence on computation of body
based on template and may lead to a void value being given to create.
Task-2709581
Part-of: odoo/odoo#80947
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
PURPOSE
Prepare code cleaning and optimization in mail, mass_mailing and SMS by
cleaning models for readability and code complexity and footprint reduction.
SPECIFICATIONS
Be aligned with mail_mail and mass_mailing naming where failure_type is used
instead of error_code.
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Upgrade PR odoo/upgrade#1907
When performing an sms marketing on a model having only a ``partner_id``
field available (aka no ``phone`` or ``mobile``) it crashes due to seen
list computation (aka already contacted recipients). This is due to an SQL
query not taking into account those models as it works only for those with
a phone field.
We fix it as done in ``mass_mailìng`` app, aka fetching information on the
related partner if available.
Some tests for models using a 2many relationships towards recipients are
added. Note that this kind of model does not really support complete SMS
notification, as only the first found partner is notified. Mass SMS on this
kind of model is currently not possible as seen list is not supported. There
is no standard use case of this in Odoo codebase.
Correctly support sms marketing on sale model by defining the necessary
methods. As sale order has only a partner_id field available we have to
correctly override phone related methods for SMS.
LINKS
Task ID-2431217
COM PR odoo/odoo#71140
X-Original-Commit odoo/odoo@987d974ccbclosesodoo/odoo#71178closesodoo/odoo#71205
X-original-commit: 642816d0a819bf74927ed5aa11b6843cbb97d4df
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Now that recipients in notification process are always partners due to
simplification of MailFollower model we can safely simplify the structure
used to collect and propagate recipients information.
Before this task it was a dictionary with a list of partner related data and
a list of channel related data. It is now simply a list of partner related
data, leading to various code cleaning.
LINKS
Task ID-2070632 (main task)
Task ID-2419762 (followup task)
COM PR odoo/odoo#62859
ENT PR odoo/enterprise#15172
UPG PR odoo/upgrade#2005
RATIONALE
A bit of history. Link between a message and its recipients has been added
at first mail refactoring towards a Chatter / Discuss feature. It was done
in v7 at d64f3c9783 with the base addition of mail notification model (lots
of commits follow that one but that's the first one about notification).
Due to some people thinking that it was unnecessary to keep a model for
notification it has been removed in v9 at 88b8cd0587. Notification table was
renamed from mail_notification to mail_message_res_partner_needaction_rel.
It was proven to be a mistake even if those "some people" were warned and
model made its way back to Odoo in v10 at 72dfcae2a4 . Table name mail_message
_res_partner_needaction_rel was kept to ease migration and backward
compatibility.
It is now time to complete the circle and rename it to mail_notification.
SPECIFICATIONS
Rename ``mail_message_res_partner_needaction_rel`` to ``mail_notification`` .
RIP JEM.
Never forget.
LINKS
Task ID-2477444
Prepares Task ID-2377974 (trace management cleaning task)
Prepares Task ID-2070632 (channel members main task)
Prepares Task ID-2419762 (channel members followup task)
COM PR odoo/odoo#67382
UPG PR odoo/upgrade#2245
Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Bug
===
Go to CRM, in the lead list view and select a lead without
phone number. Then, click on the action "Send SMS Text Message".
Then, enter in debug mode and go to the SMS form view. The
number will be "0" instead of being empty.
Task-2244195
closesodoo/odoo#51389
X-original-commit: 8805c16bfb1bfb001e674d9a2755ad0e98fcb834
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When no valid phone number was found on a record, and when using _message_sms
directly, no SMS and no notification was created. You could therefore think
everything was ok while it was actually not.
Instead we now create failed notifications. It allows to be notified of it
and fix numbers through cancel / resend wizards.
Task ID 2244192
closesodoo/odoo#50486
X-original-commit: baecdfaa2d31714a20d1fb8af7799af1805cd939
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When no valid phone number was found on a record, and when using the composer
in single recipient mode, you had a crash at sending as composer tried to
write on a field called False.
Instead we just take the first available phone field of the record. As they
are all void we can update them safely.
Task ID 2244192
X-original-commit: 2306d7d79d8e64597912f15365cede7473589731
PURPOSE
Merge rendering tools used in mail and sms templates as well as partially
in mailings and move them directly in mail.render.mixin.
SPECIFICATIONS
Move tools related to language computation from mail.template model to the
mail.render.mixin. It allows to update both
* mail.template: simply update calls accordingly;
* sms.template: remove code doing what is now available through mail.render
.mixin inherit;
Lang field is moved to mail.render.mixin as it is used notably for the language
computation. It therefore adds the field on mailing.mailing model although
not used currently.
LINKS
Task ID 1963529
Community PR odoo/odoo#32397
After this commit
* the SMS button is visible next to a phone number in mass_mailing, and
mass_mailing_sms
* when sending an sms to a single contact, its phone number is now an
editable field in the wizard and there is a warning if the number is
invalid;
* if operator updated the recipient number, update record number according
to the new number only in single recipient mode (aka, solving number
issues directly from interface);
LINKS
Task ID 2088303
Community PR odoo/odoo#40482
Upgrade PR odoo/upgrade#873
Co-Authored-By: Florimond Husquinet <fhu@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Purpose is to improve information given back, adding notably
* whether the value comes from the customer (partner_id field) or directly
from the record we are looping on;
* the actual field used when no specific field is enforced;
LINKS
Task ID 2088303
Community PR odoo/odoo#40482
When we send a SMS in the contact form view, exact body is sent by SMS and
displayed in chatter. If some manual HTML is added chatter will display it
as HTML while sms receive HTML tags.
We want that the SMS content in the chatter is the same as the SMS sent and
that HTML tags are removed to avoid being interpreted.
To achieve that goal we call html2plaintext in ``_message_sms`` and in
``prepare_log_body_value`` that are two entry points to send SMS.
We also update ``html2plaintext`` to strip result in order to avoid having
unnecessary spaces left.
Task ID 2126123
PR #40441closesodoo/odoo#46362
X-original-commit: 4b7b14a5ea5e6ab521838c01813fa478154682fd
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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
Clean the use and options of sms composer after FP feedback :
* see https://s.nimbusweb.me/share/3167586/ap1xpy95rz29a5cys576 as basis;
* globally, do not display invalid recipients, only valid / invalid count
as well as current selection / active domain counts;
* consider logging a note as default behavior when using the composer;
* simplify code: when doing a mass SMS, send SMS and attach a simple note
to the document;
Some other points
* make name of sms templates translatable;
* improve various wording, notably in sms widget;
* display error code in sms list view;
* update sms composer actions accordingly by correctly setting active id
or ids;
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
Improve use of SMS. Followup of merge 4287481bf0 .
SPECIFICATIONS
Currently when sending an SMS through the UI a message is posted using the
comment subtype. However it is better to lessen number of notifications
and log using the note subtype as it is mainly a log to know something has
been sent.
Order SMS by ID desc to ease finding them in technical menu.
Mail, sms: fix wording of mail / SMS failures
Linked to task 1925950 and 1935280
Part of PR #34864
PURPOSE
Purpose of this commit is to add options and improve sms composer behavior.
Followup of merge 4287481bf0 .
SPECIFICATIONS
* mass mode: add an option to keep archives when doing mass sms. This mode
is actually a _message_sms in batch using the note subtype to speedup the
process;
* improve _message_sms_schedule_mass to allow more fine-tuning of options
when calling it;
* do not block sending SMS in batch if some recipients are invalid. Indeed
using notifications there will be traces of failed SMS;
* avoid reload of form view;
Linked to task 1925950 and 1935280
Part of PR #34864
Multi is the default api for methods, it is not necessary to explicitly
decorate methods with it, adds clutter and most people use it because
they see that the rest of the code uses it.
Done with `find . -type f -name '*.py' | xargs sed -i '/@api.multi/d'`
Purpose of this commit is to allow users to have a feedback on SMS
notifications status in chatter. This commit contains notably
* an update of systray widget that now handles SMS failures. Those are
displayed in another item of the systray and redirect to documents having
an SMS failure;
* an update of chatter widgets to support SMS notifications in messages.
Failed notifications appear in red and allow to use the SMS resend
wizard;
Mail message model gains a new has_sms_error computed and searchable field
allowing to filter on messages having failed SMS notifications. Mail thread
model gains a new message_has_sms_error computed and searchable field, based
on the one on mail.message. It allows to filter on records with failed SMS
messages directly from the systray. That way clicking on the systray entry
redirects to the right records.
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 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>
message_post_with_sms method allow to give either numbers, either partners
or to fall back on default computation. Giving explicit partners does not
work because of wrong indentation in code not fetching their numbers.
Related to task 1922163
Linked to PR #33567
