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
* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
- Change the name of "Mass SMS" by "SMS Marketing"
- Improve the Mass Mailing views (kanban, form)
- Improve the Mass SMS views (kanban, search, form)
- Hide the sanitized numbers from views (sometime replace by mobile)
- Fix demo data of sms
- Explain the language field of sms template
- Improve the render of the sms composer wizard
TASK_ID : 2053631
In the SMS template, we add the ability to create (and remove)
a contextual action on the targeted model from a sms template.
We change the sms composer to guess the composition mode,
and then to be usable by contextual action. The guess compostion mode
works differently if there are multiple target
selected (mass) or a single target (comment).
TASK_ID : 2053631
Add a way for the user to preview sms content from a sms
template depending of a record (targeted model) and the
installed languages (as for the mail template). Add button
to open this preview on the form of the sms template.
TASK_ID : 2053631
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 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>