Commit Graph
114 Commits
Author SHA1 Message Date
Jérémy Hennecart (jeh) 348265db3d [FIX] mass_mailing: send at least one a/b test if possible
When there is not enough recipients for the A/B testing percentage,
we pick a minimum of one recipients (if there is at least one) to
avoid sending a/b test to no one.

task-2713198

closes odoo/odoo#107488

X-original-commit: e1fa7b10250efc790452f02490ab84d2183698ff
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2022-12-08 13:38:25 +01:00
dht-odoo 6bfe126313 [FIX] mass_mailing{_sms}: respect mailing_type when comparing a/b mailings
Before this commit
- When we were comparing versions, there was no such filter as
  mailing type. Due to this it will display both SMS and mail
  type records in it.

With this commit
- We have added '('mailing_type', '=', self.mailing_type)' in domain
  of compare version.

TaskId-2713198

X-original-commit: e8542e24597ad25b68104c03d4d4ed41e1efac82
Part-of: odoo/odoo#107488
2022-12-08 13:38:24 +01:00
Thibault Delavallée efe53fbe88 [IMP] mass_mailing: improve routes naming
Rename main routes, and keep a legacy for the main unsubscribe route to
keep retro compatibility for existing mailings.

Task-2710804 (Mail: Clean MailThread API)
Task-2669037 (Mass Mailing: Subscription page code cleaning)
Prepares Task-2150462 (Mass Mailing: Unsubscribe flow refactoring)

Part-of: odoo/odoo#106568
2022-11-25 18:55:21 +01:00
Thibault Delavallée 6185f14807 [REF] mass_mailing: rename hash methods
PURPOSE

Overall cleaning of subscription and exclusion management code from portal.

SPECIFICATIONS

In this commit we rename methods generating tokens (for recipients and report
management). Otherwise it is hard to distinguish them as naming is not really
convenient to use

  * _unsubscribe_token -> was actually generating token for a given recipient
    on a given mailing;
  * _get_unsubscribe_token -> was actually generating token for mailing
    users to deactivate D+1 KPI reporting;

Hash for mail tracking is also moved in its own method to avoid having the
same code twice. Better delegate it to a tool sub method.

Task-2710804 (Mail: Clean MailThread API)
Task-2669037 (Mass Mailing: Subscription page code cleaning)
Prepares Task-2150462 (Mass Mailing: Unsubscribe flow refactoring)

Part-of: odoo/odoo#106568
2022-11-25 18:55:21 +01:00
Thibault Delavallée 225b487a3c [IMP] mass_mailing: add helper field when targeting mailing lists
Currently there are several checks on mailed model directly in code due to
mailing list specific behavior. In order to be easier to manipulate and
a bit less low leve, a computed field is introduced for that purpose.

Indeed there are some behavior changes when the mailing runs on mailing lists
instead of directly on records. There are notably some changes in display
(choose mailing lists but mail contact is the real contact model), and in
subscription page (directly unsubscribe from mailing lists).

Task-2710804 (Mail: Clean MailThread API)
Prepares Task-2150462 (Mass Mailing: Unsubscribe flow refactoring)

Part-of: odoo/odoo#106568
2022-11-25 18:55:20 +01:00
Thibault Delavallée 3d5b012501 [REF] mail, various: cleanup usage of options in render mixin
Due to recent improvements (Jinja -> Qweb, safe rendering) rendering API
supports several ways of giving options to the rendering process. Those
have mainly two usage

  * ``preserve_comments`` : keep comments in rendered HTML, used notably
    in mass mailing or digest to keep browser-specific comments;
  * ``post_process`` : perform a post processing on rendered HTML, used notably
    to process local links and add tracking to shortened links;

All those are now given directly inside an optional ``options`` parameter
given to ``_render_field`` and its sub-method ``_render_template``.

They can also be defined as field level, using ``render_options`` field
parameter. Some fields are updated

  * composer mixin body (which impacts all inheriting models, notably
    mail composer, survey and elearning invite wizards as well as appraisal
    and appraisal feedback): post processing is now always done by default.
    It was already done manually in calls that can be simplified;
  * mail template body_html: post processing is now always done by default. It
    was already done manually in calls that can be simplified;
  * mailing body_html and preview are now post processed by default. It was
    already the case in testing wizard. Preview is updated to avoid post
    processing of links, as it was before. Remaining use case is the sending
    which uses the mail composer, therefore was already post processed;

Finally some 'compute_lang' are explicitly added in _render_field calls in
order to be explicit on what we want, instead of being unsure.

Task-2710804 (Mail: Clean MailThread API)
Prepares Task-2088884 (Mail: Use editable computed stored fields in composer)

Part-of: odoo/odoo#106072
2022-11-21 19:55:13 +01:00
Thibault Delavallée 709a65997d [LINT] mail, various: perform a quick code linting
Purpose is to try to have code easier to read and to update by having a
common way of sorting / writing code. Reorder some fields definitions and
dictionaries, update docstrings, ... in mail applications or when invoking
mail thread API.

Additional stuff worth noting here

  * add some tagged in tests helping debugging / choosing tests to execute;
  * in a test about mail generation with server action: correctly check
    body_html field, not body which comes from the mail.message inheritance
    (currently filled due to a side effect but actual field to check is the
    html one);
  * add same check on input for ``_render_template_qweb`` as done on other
    rendering methods (even if rendering on [False] should be supported);
  * move code translation update from specific tests into main test class
    (code update due to new translations, followup of odoo/odoo@f8c2b02abe);

Some test linting done here

  * reorder mail_render tests, remove some duplicated tests;
  * reorder mail_template tests, remove some duplicated tests;

Task-2710804 (Mail: Clean MailThread Posting API)

closes odoo/odoo#106025

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-11-18 14:00:30 +01:00
Pratik Raval cc120c2141 [IMP] various: reduce wizards modal size
With this commit, the size of the following wizards will be reduced to medium:
\1 Schedule mailing (Email Marketing)
\2 Test mailing (Email Marketing)
\3 Lost reason (CRM)

taskID- 2701035

closes odoo/odoo#96500

Related: odoo/enterprise#29746
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-09-14 19:13:55 +02:00
Pierre-Yves Dufays ac67e6a8df [IMP] base,{fetch}mail,l10n_it_edi,{test}mass_mailing:prevent using arch server
Prevent archiving in-use mail servers by displaying an error message that
lists where it is still used, allowing to easily identify what need to be
updated before being able to archive the mail server.

Additionally,
- prevent the use of archived server as a fall-safe
- when duplicating a mailing with an archived mail server, replace mail
server by the default one

Detailed explanation:
1. A check has been added that raise an exception when trying to connect to the
smtp server or send an email when the server is archived.
With that solution,
- testing the connection of an archived server displays an error telling that
an archived server cannot be used.
- if a mail is still sent with an archived server, mail are in error :
"Connection failed (outgoing mail server problem)"
This fail-safe ensures that no mail will be sent through an archived mail server
and that the user will get some feedback about it.

The same fail-safe for the incoming mail server has been added.

Notes:
- the connection will outlive the archiving of a mail server still allowing
to send email through the archived server until the connection is closed. But
connection are not kept for long so this shouldn't be a problem.
- it cannot be tested because the connect method return immediately in test
mode.

2. When a mail server is archived, an user error is raised if it is in-use.
The implementation relies on each module to override the method
"_active_usages_compute" in "ir_mail_server" to complete the list with
user-friendly message describing the active elements that could send mail
through the mail server. This has been implemented for:
- l10n_it_edi: server used to send e-invoice
- mail: optional server configured for template
- mass_mailing:
-- default mail server
-- active server configured for mailing

Mail server are referenced in other elements but are not active anymore, it is
just for temporary or history purpose. Those references doesn’t prevent the
archiving of the mail server:
- mail_message
- wizard survey_invite and compose_message
- res_config_settings

Task-2821516

closes odoo/odoo#91240

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-09-01 15:32:44 +02:00
Dharmraj Jhala 3d8faf9b9d [IMP] mass_mailing: do not reset campaign while enabling a/b testing
Right now, on an existing mailing, if we enable the a/b testing and there's
already a campaign set, we remove it and add a newly create campaign that
matches the name of current mailing. Also, while duplicating a campaign, the
`ab_testing_completed` field should not be copied over.

This commit improves the behavior and only creates a new campaign if there's
not one already set on a record, and by preventing `ab_testing_completed`
from being copied.

TaskID-2653806

Part-of: odoo/odoo#77768
2022-08-12 11:28:32 +02:00
Pierre-Yves Dufays da5841ca3a [FIX] mass_mailing: spurious help overlay
When duplicating a mailing with a template already set, especially with a slow
connection, hitting the save button as soon as possible was causing the help
overlay to be superposed with the template. This solves the problem.

Task-2937045

closes odoo/odoo#97930

X-original-commit: 89ecb17f56b34b7e3875fa36cde70a2666dca4d8
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-08-11 11:01:01 +02:00
Fabien Pinckaers 3363e55cac [IMP] cleanup of help messages in all modules
This commit aims at removing unuseful help message to:
1/ reduce translators work, to focus on more useful translations
2/ not sending unuseful information in load_views
3/ reduce help message to useful messages, so that we can mark
   fields having a tooltip in the future UI.
4/ some cleanup of existing messages too

The main use cases:
- REMOVED: help redundant with the field name, providing no extra info
- MOVED TO COMMENT: technical help messages, that should not be in UX

closes odoo/odoo#97279

Signed-off-by: Fabien Pinckaers <fp@odoo.com>
2022-08-02 00:26:53 +02:00
Pratik Raval 992ef282ac [FIX] mass_mailing(_sms): make 'Retry' button generate a cron trigger
When we use the "Retry" button in case of a failed SMS mailing, it puts
the mailing back to the queue, which will be processed when on the next
cron call of `Mail Marketing: Process queue`  (generally on the next
day). However, it should immediately generate a cron trigger in this
case so that SMS(s) can be sent right away.

The same goes for Email Marketing, where it should immediately generate
a cron trigger so the mailing can be sent immediately.

With this commit, instead of simply putting the mailing back to the
queue, we utilize the method `action_put_in_queue` which immediately
generates the cron trigger in both cases.

taskID-2760101

closes odoo/odoo#94269

X-original-commit: 572a7effb271ad134bb936751292668ae7b2b590
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-06-27 10:10:34 +02:00
grzana12 bbf936f40d [FW][FIX] mass_mailing: check fields for seen list are stored before going into SQL
Seen list (aka already mailed records) computation is done in SQL to speedup
computation. It is based on an heuristic to find fields to check (either
a partner, either an email). However it checks fields are present in model
but does not check they are stored. This leads to traceback if fields
are not stored.

Task-2852943

X-original-commit: fa11070d4533475778ea933225e30d06a09406bc
Part-of: odoo/odoo#94532
2022-06-24 15:00:54 +02:00
Sylvain Francis 7b179f411a [FIX] mass_mailing: Allow reply_to mode 'email' for mailing contacts
Before this commit:
When creating a mail template for a marketing campaign targeting mailing
contact, the reply_to_mode would be set to 'thread', and the reply_to
field would be be read-only. Since there is no way to target a mailing
list from a marketing campaign (see the domain on marketing.campaign's
model_id), and there is no default followers mailing.contact, email
responses would be "lost".

After this commit:
The reply_to_mode is set to 'email', and the reply_to is set
accordingly

OPW-2803314

closes odoo/odoo#94507

X-original-commit: f47da5d3183479597b572046566f67621f6db837
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Signed-off-by: Francis Sylvain (syf) <syf@odoo.com>
2022-06-24 10:30:15 +02:00
Thibault Delavallée 19b02759ca [LNT] mass_mailing(_sms): perform various linting
PURPOSE

Reorganize addon according to guidelines, helping finding and updating code.

SPECIFICATIONS

Perform various code linting and cleanups, line breaks, linter issues...
No code or feature change should occur with this commit.

Task-2864264 (Mass Mailing Module Reorganization)

Part-of: odoo/odoo#92509
2022-05-31 16:02:24 +02:00
MAHAMADASIF ANSARI c297dc8604 [IMP] mass_mailing: improve UX of favorite filter
If you do not have favorite filters available in the mass mailing for
selected model, we display empty drop down, which is not ideal.

This commit improves the behavior with following changes:
- If there is no filter available (for this target) and no condition
  set in the mailing domain, do not display anything
- If mailing domain is set but there is not filter available, show a
  custom label "Save Filter as Favorite" save icon next to it

Ent PR: https://github.com/odoo/enterprise/pull/26308
task-2711258

closes odoo/odoo#87673

Related: odoo/enterprise#26308
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2022-05-30 12:11:24 +02:00
Raphael Collet 6cf8db906f [REF] *: adapt code to new flush API
closes odoo/odoo#87527

Related: odoo/upgrade#3497
Related: odoo/enterprise#26939
Signed-off-by: Raphael Collet <rco@odoo.com>
2022-05-25 18:00:47 +02:00
Yolann Sabaux aed71fc897 [FIX] mass_mailing: allow duplicate in test mode
Steps to reproduce:
- In Marketing Automation - Campaigns
- Select the demo campaign
- Click on "Launch a test"
- Select Brandon
- Send the two mails from the campaign
- Redo all the steps with a new Test but the same contact

Issue:
- The mails won't be sent

Cause:
- Since for this campaign we already sent these mails to Brandon, the mails will be considered as duplicate in:
https://github.com/odoo/odoo/blob/11b7d89114178fa43545fb8e6224cb4ccbcf8ec1/addons/mail/wizard/mail_compose_message.py#L499

Solution:
We want to make sure that:
- when doing a test, since there is only one linked partner to it, we can send as many mails as we launch tests.
-> repeated tests make sense as we want to fine tune campaigns and maybe get feedback from actual customers
- when launching the actual campaign, there are no duplicates (normal flow) but that eventual test-customers receive the final campaign

In order to do that, we have to filter out from the seen_list
https://github.com/odoo/odoo/blob/9b25a4b5a782146e8c0b41eb75ceea7ac3cd3abf/addons/mass_mailing/models/mailing.py#L736
the test-records.

opw-2810298

closes odoo/odoo#92062

X-original-commit: 4cebf53aa89c21ef255f5d5da450fdf98c4c9ac1
Related: odoo/enterprise#27660
Signed-off-by: yosa-odoo <yosa@odoo.com>
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-05-24 10:40:17 +02:00
Christophe Monniez 65c8814a2f [FIX] various: replace deprecated currentThread method
CurrentThread is now really deprecated in Python 3.10 ... Time to
change.

Part-of: odoo/odoo#91927
2022-05-23 08:29:52 +02:00
Patrick Hoste d041cbe6ab [IMP] mass_mailing: ignore past date when scheduling
PURPOSE

With this commit, when trying to schedule a mailing with a
past schedule_date one will be asked a new date.

LINKS

Task-2833321

closes odoo/odoo#90891

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-05-16 11:40:50 +02:00
Paul Morelle 19f05de51d [FIX] mass_mailing: ensure test templating is true
When using a template with inline placeholders in the body, the Test
button will replace the placeholders, but they will remain in the final
body when the mass mailing is sent for real.

This commit fixes this issue by using the correct rendering engine for
the Test button too.

OPW-2819032
OPW-2828461

closes odoo/odoo#89346

X-original-commit: b0dcd2fa35d949dd722f1bc70401ceeb7f5d8231
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Signed-off-by: Paul Morelle <pmo@odoo.com>
2022-04-25 10:27:44 +02:00
Thibault Delavallée 93b6282ed6 [FIX] various: remove unnecessary .id in domains
Even if ORM normally filters them out, no need to specify .id in domains.
This leads to better and easier to read queries / domains.

Task-2816580

closes odoo/odoo#85648

Related: odoo/enterprise#24911
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-04-12 08:21:08 +02:00
std-odoo e0b80ac30e [IMP] mass_mailing: filter the mailing templates based on the target
Purpose
=======
Filter the mailing templates based on the model defined on the mailing,
so the user will see the most appropriate templates.

Task-2593231

Part-of: odoo/odoo#79174
2022-03-16 13:16:13 +01:00
std-odoo 5508ca04e1 [IMP] mass_mailing: allow users to re-use old mass mailing template
Purpose
=======
Allow users to re-use a design they made in a previous mailing.

Specifications
==============
Add a duplicate button when the mailing has been sent (so the users
can easily duplicate an existing mailing to re-use the template).

Allow the user to add a mailing to the favorites. When we open the web
editor for the first time, show the email bodies of the favorite
mailings. When the users click on them, load the HTML like we do for
the themes.

Task-2593231

Part-of: odoo/odoo#79174
2022-03-16 13:16:13 +01:00
std-odoo 4dbcefb5e5 [IMP] utm: ensure the uniqueness of the names of the UTM models
Purpose
=======
Ensure that the names of the UTMs models (campaign, medium and source)
are unique.

If not, generate automatically an unique name.

The name field is no more translatable; it makes no sense to translate
a technical which will be added in the URL, and can even cause issues
(the UTM record is not recognized because of the translation).

For the campaign, we keep a "translatable" name which is called
"title".

For the UTM source, use a mixin to generate automatically the name of
the source based on the content (_rec_name) of the record. So we remove
the override of create / write / copy in the different models and
ensure consistency between those models.

Task-2245823

closes odoo/odoo#60501

Related: odoo/enterprise#21882
Related: odoo/upgrade#1863
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2022-02-22 12:53:00 +00:00
Antoine Guenet def50847d5 [FIX] mass_mailing: properly convert base64 images
The function that converts inline images to urls returned the modified
html as a byte string. As a result, the Mail Debug tab showed a
hexadecimal string rather than rendered html. This makes sure the string
is encoded in unicode instead, so the format of the string coming out of
the function is the same as it was coming in.

closes odoo/odoo#84942

X-original-commit: b4094ed004a59512d70913f9cc41de8df894296e
Signed-off-by: David Monjoie (dmo) <dmo@odoo.com>
2022-02-21 08:41:45 +00:00
std-odoo 7931a54688 [IMP] mass_mailing: add a mailing contact import wizard
Purpose
=======
Allows the user to easily import mailing contacts.

Specification
=============
Add a button "import" on the top of the mailing contact list view. This
button open the wizard <mailing.contact.import>.

So the user can select the mailing list and import his contacts with a
text field, one line for each contact.

Task-2703521

closes odoo/odoo#82333

Related: odoo/enterprise#23263
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-02-16 09:39:59 +00:00
Xavier Morel 864d991c7e [FIX] mail, mass_mailing: fix attachment ownership (cont)
Followup to #82105: turns out we kind-of forgot that records could be
updated with new attachment and the exact same issue could occur.

So with the same reasoning as the previous PR, re-attach attachments
to the current object when updating it.

closes odoo/odoo#83083

X-original-commit: 398070ec1b6ed7d6a8e7c0ab75d45b8a9ad0e0d0
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
2022-01-20 15:11:50 +00:00
Olivier Dony e58471b148 [FIX] mail, mass_mailing: fix attachment ownership
Attachments that are uploaded on a record that isn't saved yet are
created with res_id set to 0. In the case of attachments linked through
a m2m rather than the usual (res_model, res_id), it means they may not
be readable afer the creation of the record, except by their creator.

Re-attaching them to the mailing / template at the end of the create()
call fixes the ownership.

Fixes #81935

closes odoo/odoo#82120

X-original-commit: 05fb705f2729ffdf07ab36accda20415a44e1aa6
Signed-off-by: Olivier Dony <odo@odoo.com>
2022-01-10 10:22:22 +00:00
Fabio Barbero 31e58ef720 [IMP] mass_mailing: allow responsible to turn off mailing reports
Purpose
=======
Allow users with enough access rights to disable next-day report on
mass mailing lists. The option has been added in the mass mailing
settings and is enabled by default. Mass mailing reports can also be
disabled with a "Turn off mailing reports" button in the report email
itself. Reports are enabled and disabled for all responsible.

Task-2692211

closes odoo/odoo#82430

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-01-10 08:46:31 +00:00
Philémon van Helden 3b833c73a7 [IMP] mass_mailing, *: improve mailing stat buttons
*mass_mailing_crm, mass_mailing_sale 

Currently, the Mailing stat buttons have a few problems.
The business reporting smart buttons send the user to a list of linked records,
which doesn't provide much value (e.g. what is the user supposed to do with a
list of 12345 leads?). They also show wrong values depending on access rights.
The Mailing KPI smart buttons lead to a blank screen if there's no data to show.

In this commit, we add/adapt all action helpers to help users understand what is
going on. For the business reporting smart buttons we instead send users to
relevant reporting actions, so they can make sense of the data we showed before.
The values of the business reporting smart buttons are now calculated as a super
user.
We also change some domains from the whole UTM Sale Domain to only using
Source ID, which simplifies computation while staying accurate.

task-2604515

closes odoo/odoo#76798

Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2021-11-30 16:53:33 +00:00
Munaf Khan b296e076d4 [IMP] mass_mailing: enable audience segmentation
Right now, in our mass mailing, marketing users refine the audience they are
going to reach with our beautiful domain selector/editor. The problem here
is that the criteria that 'filters' audience can be very common and might be
used in many mailings.

Such filters have to be re-created manually each time they are needed unless
one duplicates a sent mailing. Another possible workaround is to access this
form view while in debug mode so that one can copy and paste those domain
expressions. Unfortunately, none of those solutions are either ideal or
convenient. Especially during the onboarding where new users are not very
familiar with those notions yet.

This commit allow users to save filters on the mass mailings. That way
favorite filters can be re-used on the next mailing. For that, we added
a new model 'mailing.filter'. We do not use existing 'ir.filter' model as
its usage is not completely the same and as we do not want to bloat view
filters with filters created on the fly in marketing application. This new
model contains the following fields:

 - name (given by user while saving the filter)
 - mailing_domain
 - mailing_model_id (m2o for the recipient model)
 - mailing_model_name (technical name of recipient model)

Users can create the filters by setting domain and then hitting hollow star
icon next to 'Filter' m2o and saving it with the name they want. Same way
to delete the saved filter, user simply have to click the filled star icon
when filter is already set. This is done through a new widget that adds its
own behavior on top of m2o widget.

The saved filters can be also managed with a new menu named 'Favorite Filters'
under 'Configuration' menu of Email marketing.

Task-2092853

closes odoo/odoo#70859

Related: odoo/enterprise#21049
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-11-29 19:01:43 +00:00
Thibault Delavallée 072522a3e0 [FIX] mass_mailing: correctly set triggers
Some stored mailing fields should use the real mailing_model_id many2one
field for triggers and not sub-fields of it. As those are not stored this
may lead to unwanted writes.

Followup of odoo/odoo#41877

Spotted during Task-2092853

Part-of: odoo/odoo#70859
2021-11-29 19:01:42 +00:00
Fabio Barbero 43fc87ecc4 [IMP] mass_mailing: improve mailing form view
Purpose
=======

Improve UI of mass_mailing module to give the user a clearer view of the
mailings they send, enabling A/B test by default since it is not invasive.

Specifications
==============

Remove border and padding around the chatter in mass mailing form view.
Add sum and average in mailing list view for KPIs
Change sort order from sent_date to calendar_date
Move user_id in form view
Set group_mass_mailing_campaign to True by default

Task-2679537

closes odoo/odoo#79213

Related: odoo/enterprise#22202
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-11-24 13:16:52 +00:00
Aurélien Warnon 1e25946a76 [IMP] utm: globally improve UTM records management across all apps
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

closes odoo/odoo#72239

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-11-23 11:12:04 +00:00
Thibault Delavallée 73672cfc9f [FIX] mass_mailing: fix mail related values of statistics emails
When mailings have no responsible, KPIs emails are broken as there is no
from and to on the mail. This leads to mails being invalid and set in
exception.

Moreover currently author and from / to of those D+1 emails are not coherent
as author is current user (generally odoobot as this is generated through
a cron) while from and to are based on mailing responsible.

In this commit we make statistics emails more coherent
  * when a responsible is set on the mailing: author, from and to are linked
    to the responsible;
  * when there is no responsible, current user is set as it may be sent by
    regular people;
  * reply-to is set to company email as it is often the case with 'marketing'
    emails;

Task-2686586 (Repair mailing statistics email)

X-original-commit: 95a21ca16f560cf4341c547f6bc909d3261acd1b
Part-of: odoo/odoo#79877
2021-11-16 16:58:36 +00:00
Thibault Delavallée 8df08eac57 [FIX] mass_mailing: use queue to send statistics emails
When there is an issue updating mailing state (concurrent access, or some other
error that may happen), mailing statistics emails may be sent in loop. As we
do not think timing is so important, we now use the email queue to send
statistics emails.

Task-2686586 (Repair mailing statistics)

X-original-commit: f78ac45c2eafc3cf6b213e1f1608e76e243bd8d2
Part-of: odoo/odoo#79877
2021-11-16 16:58:36 +00:00
Thibault Delavallée 581286346a [FIX] mass_mailing(_sms/_crm/_sale): fix digest layout change breaking mailing statistics
Recently some "de-t-rawify" [1] was done through Odoo. A change in digest
layout broke mailing statistics. Indeed mailing statistics are build on digest
main layout to re-use it. In mailing case a ``kpi_name`` value was missing when
rendering statistics columns, leading to a crash. This is now fixed in both
mailing and sms marketing.

In this commit we also add tests for statistics emails (D+1 KPIs) rendering
for both mail and SMS marketing mailings. Email details are also tested
in order to better highlight future changes and tweaks in email sending
linked to D+1 KPIs emails.

Task-2641394 (Digest emails sending improvement)
Task-2582128 (Digest onboarding and usage improvement)
Task-2686586 (Repair mailing statistics email)

[1] odoo/odoo@c56e8c9f5a

X-original-commit: c9905ceb3172d8e80e3aff4ae9bc925dcb6b6519
Part-of: odoo/odoo#79877
2021-11-16 16:58:35 +00:00
Martin Trigaux b588a9caae [FIX] mass_mailing: avoid Expected singleton error
When writing on more than one record (e.g. via
_process_mass_mailing_queue cron)

X-original-commit: b18614bf99df47de77650f431e2062b8d2eacd06
Part-of: odoo/odoo#78259
2021-10-14 09:28:08 +00:00
Nicolas Bayet 4813f42997 [IMP] mail,*: replace jinja with qweb
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
2021-09-28 23:42:54 +00:00
Jérémy Hennecart bc8f4373c3 [IMP] mass_mailing(_sms): a/b testing
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>
2021-09-07 18:08:03 +00:00
Jérémy Hennecart c9870c73dd [FIX] mass_mailing: fix send with batch
This commit fixes a behavior when we send a batch of mailings
with no recipients.
When there is no recipients passed down, each mailing should
use it's own recipients and not the recipients of the first mailing.

closes odoo/odoo#75652

X-original-commit: 88d74fde5ce1ec70a88679429fda02180ce7fa81
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-08-26 15:18:01 +00:00
Thibault Delavallée ad2fe60525 [IMP] mass_mailing: improve trace views in mailing context
PURPOSE

Improve user experience by correctly contextualizing trace display when coming
from a mailing.

SPECIFICATIONS

Display relevant fields, hide other one (sms number when coming from a mail
mailing, email when coming from an sms marketing). Set some technical fields
as optional (message ID, status update). Use badge for status. Allow to open
recipient document directly from list view.

Improve wording (mail -> email). Reorder form view to try to have less noise
by hiding void fields and replacing the status bar (not clickable and any not
a business flow) by a classic field.

LINKS

Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
2021-08-18 13:38:17 +00:00
Thibault Delavallée 4e709ca3b7 [REF] mail, mass_mailing: stop using context for seen/optout list
Purpose of this commit is to keep blacklist and optout lists computation
at mailing level and correctly call it in composer. This allow to have
a clearer and more readable code as well as more robust.

Currently it is done by adding this information in context before invoking
the mail composer. It is now correctly done in composer: if a mailing is
linked to the composer, it calls both blacklist and optout lists methods.

LINKS

Task ID-2377974
Community PR odoo/odoo#61467
2021-08-18 13:38:17 +00:00
Thibault Delavallée bbf4783ac6 [REF] mass_mailing: improve traces state management
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
2021-08-18 13:38:08 +00:00
Thibault Delavallée e9af609616 [IMP] mail, various: reorganize and lint composer action name
In this commit some reorganization is performed within mail compose message
code. Purpose is to reorder a bit methods by main usage: onchange, CRUD,
actions, values generation with rendering and template management.

Some renaming is performed on action methods, notably send_mail that has some
impact on sub-addons. Finally we also set onchange and sub-onchange methods
private.

No functional change should be implied by this commit.

LINKS

Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
2021-08-18 13:35:07 +00:00
std-odoo 5c44c5438d [IMP] mass_mailing: improve the default mail FROM used for mailing
Purpose
=======
Now that we try to not spoof the FROM SMTP headers, we want to improve
the default mail FROM used in mailing. By default, it's the email of
the current user, but if no mail server is configured for it, we will
use the notification email instead and encapsulate the email of the
user in it.

e.g.:
    Original: "Admin" < admin@odoo.com >
    Final: "Admin (admin@odoo.com)" < notifications@odoo.com >

Show a warning message if the configured mail server can not be used
for the email from.

Task-2367946
odoo/odoo#61853
odoo/upgrade#1903
2021-08-13 12:27:09 +00:00
Julien Banken ceb78ebf14 [IMP] mass_mailing: cosmetic changes on the tree view of the mass mailing model
PURPOSE

This commit aims to apply some cosmetic changes on the mass mailing
tree view to improve its usability.

SPECS

- New precedence order for the mass mailing views: With the kanban view,
mailings tend to pile up. When there are a lot of mailings, it can become
tricky to find a specific mailing given that the names of the mailing are
often generic and redondant (e.g. "Don't Miss Out", "Special Offer", ...)
For this reason, we will encourage people to use the list view by giving
the list view a higher precedence over the kanban view.
- Add progress bars for the delivered rate and the open rate (in the tree view).
- New column order for the tree view.
- Remove the unused and invisible field 'mailing_type' from the tree view.
- Set the fields 'mailing_model_id' and 'campaign_id' as optional.
- Minor decorator update.

LINKS

Task id: 2588188

closes odoo/odoo#73276

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-07-16 07:44:11 +00:00
Julien Banken c9a712ab25 [FIX] mass_mailing: Fix crash when trying to schedule a new compaing from the calendar view
To reproduce the error:

1. Open Email marketing
2. Go to the calendar view
3. Click on a cell

Explanation:

The function 'default_get' defines an argument named 'field' that conflicts
with the 'field' variable imported from the default 'odoo' package. When
two identifiers conflict, Python will use the variable defined in the closest
enclosing scope.

When the 'default_get' function accesses the 'Datetime' attribute of 'field',
the function will raise an exception as the identifier 'field' will refer to
the argument of the function and the property 'Datetime' will not defined on
that variable.

To solve the issue, we will rename the argument of the function 'default_get'
to 'fields_list' so that it will no longer conflict with the imported variable
'fields'.

Links:

Task id: 2581357

closes odoo/odoo#72857

X-original-commit: a9f6f708d40d0ecafb4a903eb9ff810a6c959416
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-06-28 10:52:03 +00:00