This commit adds a new digest module allowing to send recurrent digests by email. Those contain a summary of the activity and display various KPIs allowing to see the activity at a glance. It is also a great tool to improve user engagement. Digest module contain the core implementation of digests emails as well as first basic KPIs. Future commits will gradually add KPIs in various main addons. Digests consist in email templates that have to call some methods on digest module (compute_kpis, compute_tips, compute_kpis_actions) and render it accordingly. A default digest is given in data allowing to tune it or to duplicate and modify it. Frequency is configurable on the digest; digests can be weekly, monthly or send every 3 months. New employee users are added to the default widget. KPIs are computed for each subscribed users so that results match its groups and related access rights. Default digest therefore work for all users as displayed results depend on their right without having to define separate digests just for that purpose. Implementation is done with Studio in mind. KPIs are computed fields on the digest model. It means using Studio custom computed fields can be defined to add customization to the digests, using fields named x_kpi_... . Digests also holds tips to remind and warn users of features to activate or configure like mailgateway. KPIs can be linked to actions so that the section contain a link allowing to directly jump on a given menu, allowing to directly link reporting menus for example. This commit is related Task ID 30655 and PR #18318. Co-authored-by: Siddharth Gajjar <sga@odoo.com>
206 lines
9.5 KiB
Python
206 lines
9.5 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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import logging
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import math
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import pytz
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from datetime import datetime, date
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from dateutil.relativedelta import relativedelta
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from odoo import api, fields, models, tools
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from odoo.addons.base.models.ir_mail_server import MailDeliveryException
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from odoo.exceptions import AccessError
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from odoo.tools.float_utils import float_round
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_logger = logging.getLogger(__name__)
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class Digest(models.Model):
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_name = 'digest.digest'
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_description = 'Digest'
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# Digest description
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name = fields.Char(string='Name', required=True, translate=True)
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user_ids = fields.Many2many('res.users', string='Recipients', domain="[('share', '=', False)]")
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periodicity = fields.Selection([('weekly', 'Weekly'),
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('monthly', 'Monthly'),
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('quarterly', 'Quarterly')],
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string='Periodicity', default='weekly', required=True)
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next_run_date = fields.Date(string='Next Send Date')
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template_id = fields.Many2one('mail.template', string='Email Template',
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domain="[('model','=','digest.digest')]",
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default=lambda self: self.env.ref('digest.digest_mail_template'),
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required=True)
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currency_id = fields.Many2one(related="company_id.currency_id", string='Currency')
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company_id = fields.Many2one('res.company', string='Company', default=lambda self: self.env.user.company_id.id)
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available_fields = fields.Char(compute='_compute_available_fields')
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is_subscribed = fields.Boolean('Is user subscribed', compute='_compute_is_subscribed')
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state = fields.Selection([('activated', 'Activated'), ('deactivated', 'Deactivated')], string='Status', readonly=True, default='activated')
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# First base-related KPIs
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kpi_res_users_connected = fields.Boolean('Connected Users')
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kpi_res_users_connected_value = fields.Integer(compute='_compute_kpi_res_users_connected_value')
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kpi_mail_message_total = fields.Boolean('Messages')
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kpi_mail_message_total_value = fields.Integer(compute='_compute_kpi_mail_message_total_value')
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def _compute_is_subscribed(self):
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for digest in self:
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digest.is_subscribed = self.env.user in digest.user_ids
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def _compute_available_fields(self):
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for digest in self:
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kpis_values_fields = []
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for field_name, field in digest._fields.items():
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if field.type == 'boolean' and (field_name.startswith('kpi_') or field_name.startswith('x_kpi_')) and digest[field_name]:
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kpis_values_fields += [field_name + '_value']
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digest.available_fields = ', '.join(kpis_values_fields)
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def _get_kpi_compute_parameters(self):
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return fields.Date.to_string(self._context.get('start_date')), fields.Date.to_string(self._context.get('end_date')), self._context.get('company')
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def _compute_kpi_res_users_connected_value(self):
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for record in self:
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start, end, company = record._get_kpi_compute_parameters()
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user_connected = self.env['res.users'].search_count([('company_id', '=', company.id), ('login_date', '>=', start), ('login_date', '<', end)])
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record.kpi_res_users_connected_value = user_connected
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def _compute_kpi_mail_message_total_value(self):
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for record in self:
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start, end, company = record._get_kpi_compute_parameters()
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total_messages = self.env['mail.message'].search_count([('create_date', '>=',start), ('create_date', '<', end)])
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record.kpi_mail_message_total_value = total_messages
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@api.onchange('periodicity')
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def _onchange_periodicity(self):
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self.next_run_date = self._get_next_run_date()
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@api.model
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def create(self, vals):
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vals['next_run_date'] = date.today() + relativedelta(days=3)
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return super(Digest, self).create(vals)
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@api.multi
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def action_subscribe(self):
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if self.env.user not in self.user_ids:
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self.sudo().user_ids |= self.env.user
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@api.multi
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def action_unsubcribe(self):
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if self.env.user in self.user_ids:
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self.sudo().user_ids -= self.env.user
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@api.multi
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def action_activate(self):
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self.state = 'activated'
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@api.multi
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def action_deactivate(self):
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self.state = 'deactivated'
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def action_send(self):
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for digest in self:
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for user in digest.user_ids:
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subject = '%s: %s' % (user.company_id.name, digest.name)
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digest.template_id.with_context(user=user, company=user.company_id).send_mail(digest.id, force_send=True, raise_exception=True, email_values={'email_to': user.email, 'subject': subject})
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digest.next_run_date = digest._get_next_run_date()
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def compute_kpis(self, company, user):
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self.ensure_one()
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res = {}
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for tf_name, tf in self._compute_timeframes(company).items():
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digest = self.with_context(start_date=tf[0][0], end_date=tf[0][1], company=company).sudo(user.id)
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previous_digest = self.with_context(start_date=tf[1][0], end_date=tf[1][1], company=company).sudo(user.id)
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kpis = {}
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for field_name, field in self._fields.items():
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if field.type == 'boolean' and (field_name.startswith('kpi_') or field_name.startswith('x_kpi_')) and self[field_name]:
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try:
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compute_value = digest[field_name + '_value']
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previous_value = previous_digest[field_name + '_value']
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except AccessError: # no access rights -> just skip that digest details from that user's digest email
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continue
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margin = self._get_margin_value(compute_value, previous_value)
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if self._fields[field_name+'_value'].type == 'monetary':
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converted_amount = self._format_human_readable_amount(compute_value)
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kpis.update({field_name: {field_name: self._format_currency_amount(converted_amount, company.currency_id), 'margin': margin}})
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else:
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kpis.update({field_name: {field_name: compute_value, 'margin': margin}})
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res.update({tf_name: kpis})
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return res
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def compute_tips(self, company, user):
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tip = self.env['digest.tip'].search([('user_ids', '!=', user.id), '|', ('group_id', 'in', user.groups_id.ids), ('group_id', '=', False)], limit=1)
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if not tip:
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return False
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tip.user_ids = [4, user.id]
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body = tools.html_sanitize(tip.tip_description)
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tip_description = self.env['mail.template'].render_template(body, 'digest.tip', self.id)
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return tip_description
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def compute_kpis_actions(self, company, user):
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""" Give an optional action to display in digest email linked to some KPIs.
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:return dict: key: kpi name (field name), value: an action that will be
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concatenated with /web#action={action}
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"""
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return {}
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def _get_next_run_date(self):
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self.ensure_one()
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if self.periodicity == 'weekly':
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delta = relativedelta(weeks=1)
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elif self.periodicity == 'monthly':
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delta = relativedelta(months=1)
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elif self.periodicity == 'quarterly':
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delta = relativedelta(months=3)
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return date.today() + delta
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def _compute_timeframes(self, company):
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now = datetime.utcnow()
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tz_name = company.resource_calendar_id.tz
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if tz_name:
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now = pytz.timezone(tz_name).localize(now)
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start_date = now.date()
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return {
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'yesterday': (
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(start_date + relativedelta(days=-1), start_date),
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(start_date + relativedelta(days=-2), start_date + relativedelta(days=-1))),
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'lastweek': (
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(start_date + relativedelta(weeks=-1), start_date),
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(start_date + relativedelta(weeks=-2), start_date + relativedelta(weeks=-1))),
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'lastmonth': (
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(start_date + relativedelta(months=-1), start_date),
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(start_date + relativedelta(months=-2), start_date + relativedelta(months=-1))),
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}
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def _get_margin_value(self, value, previous_value=0.0):
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margin = 0.0
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if (value != previous_value) and (value != 0.0 and previous_value != 0.0):
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margin = float_round((float(value-previous_value) / previous_value or 1) * 100, precision_digits=2)
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return margin
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def _format_currency_amount(self, amount, currency_id):
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pre = post = u''
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if currency_id.position == 'before':
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pre = u'{symbol}\N{NO-BREAK SPACE}'.format(symbol=currency_id.symbol or '')
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else:
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post = u'\N{NO-BREAK SPACE}{symbol}'.format(symbol=currency_id.symbol or '')
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return u'{pre}{0}{post}'.format(amount, pre=pre, post=post)
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def _format_human_readable_amount(self, amount, suffix=''):
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for unit in ['', 'K', 'M', 'G']:
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if abs(amount) < 1000.0:
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return "%3.1f%s%s" % (amount, unit, suffix)
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amount /= 1000.0
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return "%.1f%s%s" % (amount, 'T', suffix)
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@api.model
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def _cron_send_digest_email(self):
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digests = self.search([('next_run_date', '=', fields.Date.today()), ('state', '=', 'activated')])
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for digest in digests:
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try:
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digest.action_send()
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except MailDeliveryException as e:
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_logger.warning('MailDeliveryException while sending digest %d. Digest is now scheduled for next cron update.')
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