Thibault Delavallée
99c2c2ee1e
PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Digest now use qweb views instead of a standard mail.template record for
rendering as
* template is very custom;
* probability of breaking it while edition the mail template is high;
it is easier to maintain and extend in qweb;
* only body was really used, other mail-related fields were not used;
We therefore remove the mail template data and the field used for it on
the digest model. Template is now forced to a Qweb view.
We can also remove the template_id field. Indeed we think that having
different templates for digests is a really advanced use case we do not
want to support.
Finally kpis and action computation is rewritten. It now returns an unique
structure containing all information in a more neutral way, holding values
for 3 columns. Purpose is to be less date-oriented in data construct and
allow people to use digest qweb template to display a 3-columns KPIs content
even if not related to yesterday / last 7 days / last 30 days.
LINKS
Task ID 2197417
Community PR odoo/odoo#51619
Upgrade PR odoo/upgrade#1256
189 lines
8.9 KiB
XML
189 lines
8.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="digest_digest_view_tree" model="ir.ui.view">
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<field name="name">digest.digest.view.tree</field>
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<field name="model">digest.digest</field>
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<field name="arch" type="xml">
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<tree string="KPI Digest">
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<field name="name"/>
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<field name="periodicity"/>
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<field name="next_run_date" groups="base.group_no_one"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</tree>
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</field>
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</record>
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<record id="digest_digest_view_form" model="ir.ui.view">
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<field name="name">digest.digest.view.form</field>
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<field name="model">digest.digest</field>
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<field name="arch" type="xml">
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<form string="KPI Digest">
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<field name="is_subscribed" invisible="1"/>
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<header>
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<button type="object" name="action_subscribe" string="Subscribe"
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class="oe_highlight"
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attrs="{'invisible': ['|',('is_subscribed', '=', True), ('state','=','deactivated')]}"/>
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<button type="object" name="action_unsubcribe" string="Unsubscribe me"
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class="oe_highlight"
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attrs="{'invisible': ['|',('is_subscribed', '=', False), ('state','=','deactivated')]}"/>
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<button type="object" name="action_deactivate" string="Deactivate for everyone"
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class="oe_highlight"
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attrs="{'invisible': [('state','=','deactivated')]}" groups="base.group_system"/>
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<button type="object" name="action_activate" string="Activate"
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class="oe_highlight"
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attrs="{'invisible': [('state','=','activated')]}" groups="base.group_system"/>
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<button type="object" name="action_send" string="Send Now"
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class="oe_highlight"
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attrs="{'invisible': [('state','=','deactivated')]}" groups="base.group_system"/>
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<field name="state" widget="statusbar"/>
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</header>
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<sheet>
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<div class="oe_title">
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<label for="name" class="oe_edit_only"/>
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<h1>
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<field name="name"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="periodicity" widget="radio" options="{'horizontal': true}"/>
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<field name="next_run_date" groups="base.group_system"/>
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<field name="company_id" options="{'no_create': True}" invisible="1"/>
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</group>
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</group>
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<notebook>
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<page name="kpis" string="KPIs">
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<group name="kpis">
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<group name="kpi_general" string="General" groups="base.group_system">
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<field name="kpi_res_users_connected"/>
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<field name="kpi_mail_message_total"/>
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</group>
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<group name="kpi_sales"/>
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</group>
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</page>
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<page name="recipients" string="Recipients" groups="base.group_system">
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<group>
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<field name="user_ids" options="{'no_create': True}">
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<tree string="Recipients">
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<field name="name"/>
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<field name="email"/>
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</tree>
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</field>
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</group>
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</page>
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<page name="how_to" string="How to customize your digest?" groups="base.group_no_one">
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<div class="alert alert-info" role="alert">
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In order to build your customized digest, follow these steps:
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<ol>
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<li>
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You may want to add new computed fields with Odoo Studio:
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<ul>
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<li>
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you must create 2 fields on the
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<code>digest</code>
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object:
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</li>
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<li>
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first create a boolean field called
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<code>kpi_myfield</code>
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and display it in the KPI's tab;
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</li>
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<li>
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then create a computed field called
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<code>kpi_myfield_value</code>
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that will compute your customized KPI.
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</li>
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</ul>
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</li>
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<li>Select your KPIs in the KPI's tab.</li>
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<li>
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Create or edit the mail template: you may get computed KPI's value using these fields:
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<code>
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<field name="available_fields" class="oe_inline" />
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</code>
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</li>
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</ol>
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</div>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="digest_digest_view_search" model="ir.ui.view">
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<field name="name">digest.digest.view.search</field>
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<field name="model">digest.digest</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="user_ids"/>
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<group expand="1" string="Group by">
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<filter string="Periodicity" name="periodicity" context="{'group_by': 'periodicity'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="digest_digest_action" model="ir.actions.act_window">
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<field name="name">Digest Emails</field>
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<field name="res_model">digest.digest</field>
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<field name="search_view_id" ref="digest_digest_view_search"/>
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</record>
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<menuitem id="digest_menu"
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action="digest_digest_action"
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parent="base.menu_email"
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groups="base.group_erp_manager"
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sequence="80"/>
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<!-- DIGEST.TIP -->
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<record id="digest_tip_view_tree" model="ir.ui.view">
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<field name="name">digest.tip.view.tree</field>
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<field name="model">digest.tip</field>
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<field name="arch" type="xml">
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<tree string="KPI Digest Tips">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="group_id"/>
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</tree>
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</field>
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</record>
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<record id="digest_tip_view_form" model="ir.ui.view">
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<field name="name">digest.tip.view.form</field>
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<field name="model">digest.tip</field>
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<field name="arch" type="xml">
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<form string="KPI Digest Tip">
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<sheet>
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<group>
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<field name="name"/>
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<field name="tip_description"/>
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<field name="group_id"/>
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<field name="user_ids" widget="many2many_tags"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="digest_tip_view_search" model="ir.ui.view">
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<field name="name">digest.tip.view.search</field>
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<field name="model">digest.tip</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="tip_description"/>
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<field name="group_id"/>
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</search>
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</field>
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</record>
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<record id="digest_tip_action" model="ir.actions.act_window">
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<field name="name">Digest Tips</field>
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<field name="res_model">digest.tip</field>
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<field name="search_view_id" ref="digest_tip_view_search"/>
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</record>
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<menuitem id="digest_tip_menu"
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action="digest_tip_action"
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parent="base.menu_email"
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groups="base.group_erp_manager"
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sequence="81"/>
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</odoo>
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