Files
odoo_source/addons/mail/models/models.py
T
Thibault Delavallée e130289ebe [IMP] mail: add a default heuristic to find a partner on a document
RATIONALE

Simplify field management for mail / phone / sms flows. Make it working out
of the box, easier to use and tweak.

SPECIFICATIONS

In addition to finding the customer, sometimes we just want any partner on
a record, notably for VOIP. For that purpose we improve heuristic for
finding partner (fields or records). It introspects the model to find any
relational field towards res.partner. Note that as it is generic it does
not ensure the partner is a customer, just some partner.

Task-3422449 (Mail, Phone: Move and improve field helpers)
Prepares Task-36879 (Mail: Support MultiCompany Aliases)

Part-of: odoo/odoo#130468
2023-08-02 18:50:17 +02:00

313 lines
14 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from lxml.builder import E
from markupsafe import Markup
from odoo import api, models, tools, _
from odoo.addons.mail.tools.alias_error import AliasError
class BaseModel(models.AbstractModel):
_inherit = 'base'
def _valid_field_parameter(self, field, name):
# allow tracking on abstract models; see also 'mail.thread'
return (
name == 'tracking' and self._abstract
or super()._valid_field_parameter(field, name)
)
# ------------------------------------------------------------
# FIELDS HELPERS
# ------------------------------------------------------------
@api.model
def _mail_get_partner_fields(self, introspect_fields=False):
""" This method returns the fields to use to find the contact to link
when sending emails or notifications. Having partner is not always
necessary but gives more flexibility to notifications management.
:param bool introspect_fields: if no field is found by default
heuristics, introspect model to find relational fields towards
res.partner model. This is used notably when partners are
mandatory like in voip;
:return list: list of valid field names that can be used to retrieve
a partner (customer) on the record;
"""
partner_fnames = [fname for fname in ('partner_id', 'partner_ids') if fname in self]
if not partner_fnames and introspect_fields:
partner_fnames = [
fname for fname, fvalue in self._fields.items()
if fvalue.type == 'many2one' and fvalue.comodel_name == 'res.partner'
]
return partner_fnames
def _mail_get_partners(self, introspect_fields=False):
""" Give the default partners (customers) associated to customers.
:param bool introspect_fields: see '_mail_get_partner_fields';
:return dict: for each record ID, a res.partner recordsets being default
customers to contact;
"""
partner_fields = self._mail_get_partner_fields(introspect_fields=introspect_fields)
return dict(
(record.id, self.env['res.partner'].union(*[record[fname] for fname in partner_fields]))
for record in self
)
@api.model
def _mail_get_primary_email_field(self):
""" Check if the "_primary_email" model attribute is correctly set and
matches an existing field, and return it. Otherwise return None. """
primary_email = getattr(self, '_primary_email', None)
if primary_email and primary_email in self._fields:
return primary_email
return None
# ------------------------------------------------------------
# GENERIC MAIL FEATURES
# ------------------------------------------------------------
def _mail_track(self, tracked_fields, initial):
""" For a given record, fields to check (tuple column name, column info)
and initial values, return a valid command to create tracking values.
:param tracked_fields: fields_get of updated fields on which tracking
is checked and performed;
:param initial: dict of initial values for each updated fields;
:return: a tuple (changes, tracking_value_ids) where
changes: set of updated column names;
tracking_value_ids: a list of ORM (0, 0, values) commands to create
``mail.tracking.value`` records;
Override this method on a specific model to implement model-specific
behavior. Also consider inheriting from ``mail.thread``. """
self.ensure_one()
changes = set() # contains onchange tracked fields that changed
tracking_value_ids = []
# generate tracked_values data structure: {'col_name': {col_info, new_value, old_value}}
for col_name, col_info in tracked_fields.items():
if col_name not in initial:
continue
initial_value = initial[col_name]
new_value = self[col_name]
if new_value != initial_value and (new_value or initial_value): # because browse null != False
tracking_sequence = getattr(self._fields[col_name], 'tracking',
getattr(self._fields[col_name], 'track_sequence', 100)) # backward compatibility with old parameter name
if tracking_sequence is True:
tracking_sequence = 100
tracking = self.env['mail.tracking.value'].create_tracking_values(initial_value, new_value, col_name, col_info, tracking_sequence, self._name)
if tracking:
if tracking['field_type'] == 'monetary':
tracking['currency_id'] = self[col_info['currency_field']].id
tracking_value_ids.append([0, 0, tracking])
changes.add(col_name)
return changes, tracking_value_ids
def _message_get_default_recipients(self):
""" Generic implementation for finding default recipient to mail on
a recordset. This method is a generic implementation available for
all models as we could send an email through mail templates on models
not inheriting from mail.thread.
Override this method on a specific model to implement model-specific
behavior. Also consider inheriting from ``mail.thread``. """
res = {}
for record in self:
recipient_ids, email_to, email_cc = [], False, False
if 'partner_id' in record and record.partner_id:
recipient_ids.append(record.partner_id.id)
elif 'email_normalized' in record and record.email_normalized:
email_to = record.email_normalized
elif 'email_from' in record and record.email_from:
email_to = record.email_from
elif 'partner_email' in record and record.partner_email:
email_to = record.partner_email
elif 'email' in record and record.email:
email_to = record.email
res[record.id] = {'partner_ids': recipient_ids, 'email_to': email_to, 'email_cc': email_cc}
return res
def _notify_get_reply_to(self, default=None):
""" Returns the preferred reply-to email address when replying to a thread
on documents. This method is a generic implementation available for
all models as we could send an email through mail templates on models
not inheriting from mail.thread.
Reply-to is formatted like "MyCompany MyDocument <reply.to@domain>".
Heuristic it the following:
* search for specific aliases as they always have priority; it is limited
to aliases linked to documents (like project alias for task for example);
* use catchall address;
* use default;
This method can be used as a generic tools if self is a void recordset.
Override this method on a specific model to implement model-specific
behavior. Also consider inheriting from ``mail.thread``.
An example would be tasks taking their reply-to alias from their project.
:param default: default email if no alias or catchall is found;
:return result: dictionary. Keys are record IDs and value is formatted
like an email "Company_name Document_name <reply_to@email>"/
"""
_records = self
model = _records._name if _records and _records._name != 'mail.thread' else False
res_ids = _records.ids if _records and model else []
_res_ids = res_ids or [False] # always have a default value located in False
alias_domain = self.env['ir.config_parameter'].sudo().get_param("mail.catchall.domain")
result = dict.fromkeys(_res_ids, False)
result_email = dict()
doc_names = dict()
if alias_domain:
if model and res_ids:
if not doc_names:
doc_names = dict((rec.id, rec.display_name) for rec in _records)
mail_aliases = self.env['mail.alias'].sudo().search([
('alias_parent_model_id.model', '=', model),
('alias_parent_thread_id', 'in', res_ids),
('alias_name', '!=', False)])
# take only first found alias for each thread_id, to match order (1 found -> limit=1 for each res_id)
for alias in mail_aliases:
result_email.setdefault(alias.alias_parent_thread_id, '%s@%s' % (alias.alias_name, alias_domain))
# left ids: use catchall
left_ids = set(_res_ids) - set(result_email)
if left_ids:
catchall = self.env['ir.config_parameter'].sudo().get_param("mail.catchall.alias")
if catchall:
result_email.update(dict((rid, '%s@%s' % (catchall, alias_domain)) for rid in left_ids))
for res_id in result_email:
result[res_id] = self._notify_get_reply_to_formatted_email(
result_email[res_id],
doc_names.get(res_id) or '',
)
left_ids = set(_res_ids) - set(result_email)
if left_ids:
result.update(dict((res_id, default) for res_id in left_ids))
return result
def _notify_get_reply_to_formatted_email(self, record_email, record_name):
""" Compute formatted email for reply_to and try to avoid refold issue
with python that splits the reply-to over multiple lines. It is due to
a bad management of quotes (missing quotes after refold). This appears
therefore only when having quotes (aka not simple names, and not when
being unicode encoded).
To avoid that issue when formataddr would return more than 78 chars we
return a simplified name/email to try to stay under 78 chars. If not
possible we return only the email and skip the formataddr which causes
the issue in python. We do not use hacks like crop the name part as
encoding and quoting would be error prone.
"""
# address itself is too long for 78 chars limit: return only email
if len(record_email) >= 78:
return record_email
if 'company_id' in self and len(self.company_id) == 1:
company_name = self.sudo().company_id.name
else:
company_name = self.env.company.name
# try company_name + record_name, or record_name alone (or company_name alone)
name = f"{company_name} {record_name}" if record_name else company_name
formatted_email = tools.formataddr((name, record_email))
if len(formatted_email) > 78:
formatted_email = tools.formataddr((record_name or company_name, record_email))
if len(formatted_email) > 78:
formatted_email = record_email
return formatted_email
# ------------------------------------------------------------
# ALIAS MANAGEMENT
# ------------------------------------------------------------
def _alias_get_error(self, message, message_dict, alias):
""" Generic method that takes a record not necessarily inheriting from
mail.alias.mixin.
:return AliasError: error if any, False otherwise
"""
author = self.env['res.partner'].browse(message_dict.get('author_id', False))
if alias.alias_contact == 'followers':
if not self.ids:
return AliasError('config_follower_no_record',
_('incorrectly configured alias (unknown reference record)'),
is_config_error=True)
if not hasattr(self, "message_partner_ids"):
return AliasError('config_follower_no_partners', _('incorrectly configured alias'), True)
if not author or author not in self.message_partner_ids:
return AliasError('error_follower_not_following', _('restricted to followers'))
elif alias.alias_contact == 'partners' and not author:
return AliasError('error_partners_no_partner', _('restricted to known authors'))
return False
# ------------------------------------------------------------
# ACTIVITY
# ------------------------------------------------------------
@api.model
def _get_default_activity_view(self):
""" Generates an empty activity view.
:returns: a activity view as an lxml document
:rtype: etree._Element
"""
field = E.field(name=self._rec_name_fallback())
activity_box = E.div(field, {'t-name': "activity-box"})
templates = E.templates(activity_box)
return E.activity(templates, string=self._description)
# ------------------------------------------------------------
# DISCUSS
# ------------------------------------------------------------
def _mail_get_message_subtypes(self):
return self.env['mail.message.subtype'].search([
'&', ('hidden', '=', False),
'|', ('res_model', '=', self._name), ('res_model', '=', False)])
# ------------------------------------------------------------
# GATEWAY: NOTIFICATION
# ------------------------------------------------------------
def _notify_by_email_get_headers(self):
""" Generate the email headers based on record """
if not self:
return {}
self.ensure_one()
return {
'X-Odoo-Objects': "%s-%s" % (self._name, self.id),
}
# ------------------------------------------------------------
# TOOLS
# ------------------------------------------------------------
def _get_html_link(self, title=None):
"""Generate the record html reference for chatter use.
:param str title: optional reference title, the record display_name
is used if not provided. The title/display_name will be escaped.
:returns: generated html reference,
in the format <a href data-oe-model="..." data-oe-id="...">title</a>
:rtype: str
"""
self.ensure_one()
return Markup("<a href=# data-oe-model='%s' data-oe-id='%s'>%s</a>") % (
self._name, self.id, title or self.display_name)