OpenERP - OpenChatter & mail integration

OpenChatter and
mail integration
Thibault Delavallée

OpenERP Community, Customers and Partners summit 10 April 2012 1

Introduction

● Being Social … what is it ?

OpenERP Community, Customers and Partners summit 10 April 2012

Introduction

– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial

→ not only Buzz !


Introduction

– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial

→ not only Buzz !

● People have incorporated social media in their lifes
● What about companies ?


Introduction

● Daily life in a company ...
– invoices to send, receive, (re)encode, phonecalls, emails, …
→ inefficient !
– still struggling with stone age !

● This process should be improved …
● … and OpenERP will do it !


Introduction

● Daily life in a company ...
– invoices to send, receive, (re)encode, phonecalls, emails, …
→ inefficient !
– still struggling with stone age !

● This process should be improved …
● … and OpenERP will do it !

OpenChatter, a new social feature !


What is OpenChatter ?

● Because a demo is worth a thousand words …



● Because a demo is worth a thousand words …
● Summary
– collection of mail.message
– managed by mail.thread
– possibly overridden by the addon
– displayed through Thread and Wall widgets
● Let's dive into some technical aspects !



● Transparent messaging system
● Discussions about documents
● Integration of emails
● System notifications and res logs cleaning
● Threaded design
● Discussion groups
● Easy internal and external user inclusion in a discussion
● Follow mechanism
● Central feeds page: Wall
● “Need action” mechanism
● Easy addon update to OpenChatter

Outline

● Introduction
● What is OpenChatter ?
● Internals and API
● Thread widget and Wall
● Share and invite
● Need action mechanism
● How to use OpenChatter in my addon ?
● Work in progess
● Conclusion


mail.message

● Models every kind of message, not just emails
● type: notification, comment, email
– notification: state update, stage change, logs
→ no more res.log
→ screen cleaning
– comment: user comments
– email: emails going from and to the mail gateway


mail.message

● subtype: plain, html → body_text, body_html
– body: calculated body matching subtype
– comments and notifications in html


mail.message

● subtype: plain, html
● threaded design: parent_id


mail.message

● subtype: plain, html
● threaded design: parent_id
● email API


mail.thread

● mixin class
– holds API methods !
– message_ids field disappeared
– temporary field for web-client widget display and GTK-client
compatibility


mail.thread

● Thread management


mail.thread

● Subscription management


mail.thread

● Subscription management
● Notification and Wall management


mail.subscription

● Models user subscriptions to records
– many2many-like: user_id, res_model, res_id


mail.subscription

● Automatic subscription
– when creating/updating a record
– when posting a comment
● Manual subscription
– Follow / unfollow buttons
– Invite button


mail.subscription

● Subscription API in mail.thread


mail.notification

● Models notifications pushed to users to display the Wall
– many2many: user_id, message_id

● Push
– user follows a record
– user is requested in message body (@login)
– user is requested to perform an action (ir.needaction)


Thread widget

● Everything contained in mail addon
→ nice example of the new web client possibilities !
● Thread widget: handles the display of a thread of
messages


Thread widget

● Everything contained in mail addon
→ nice example of the new web client possibilities !
● Thread widget: handles the display of a thread of
messages
● ThreadView widget: handles the display of OpenChatter
on a document
– messages thread
– actions
– followers


Feeds page: Wall

● Client action, calling the Wall widget

● Shows recent threads
● Manage threads
– hide: delete notification
– delete: delete message if owner
– start a discussion
– reply: add a reply to the thread


Share and invite

● Share extends mail.thread
→ add an Invite button and a new feature to OpenChatter

● Invite mechanism based on share
– simplified process, only give emails
– creates shared users if email not in database
– subscribes users to document
– pushes notifications


Need action mechanism

● Ex: hr_holidays waiting validation
– notify manager
– counters in menu



– notify manager
● ir.needaction_mixin

user_id res_model res_id
● update record



– notify manager
● ir.needaction

● update record

● get_needaction_user_ids



– notify manager
● ir.needaction
User Document

● update record

● get_needaction_user_ids

● update table


Howto: use OpenChatter in my addon

● Easy as adding 2 lines of code !


Howto: use OpenChatter in my addon

● System notification: self.message_append_note

– calls message_append that handles message data
– calls message_create that
● creates the message
● parses the body to find @login
● pushes to users following the document


Howto: subscription management

● Ex: project manager should follow all its tasks
● Avoid doing it manually: override message_get_subscribers !


Howto: subscription management

● Ex: project manager should follow all its tasks
● Avoid doing it manually: override message_get_subscribers !
● Pro:
– small code addition to project.task
– changing the project manager automatically update the followers
● Con:
– project manager cannot unfollow its tasks …
– but he can hide notifications if necessary


Howto: control displayed messages

● ex: res.users OpenChatter should show
– messages related to this user (res.users, user_id)
– messages pushed to this user (contains @login)
● Override message_load !


Howto: notifications guidelines

● Avoid unnecessary content
– short sentences
– do not include record name
● User simple and clean style
– html tags supported → b, em
– Main word(s) in bold
● Easily include of someone in discussion: @login


New features

● Attachments
– keep attachments linked to records
– add a link from a comment to an
attachment


New features

● Attachments
● Checklists
– embed checklists in comments
– on-the-fly creation and edition
– checks directly in comments
– see progression


New features

● Attachments
● Checklists
● Voting system
● Custom name_get for integrating in kanban views
● Polling new messages on the Wall


New features

● Open to remarks and suggestions !
● Open topics
– what do you need to see on the Wall ?
– sort notifications ?
– how to follow all sale orders ?
– action center ?
– ...


Outline

● Introduction
● What is OpenChatter ?
● Internals and API
● The Wall
● Share and invite
● Need action mechanism
● How to use OpenChatter in my addon ?
● Work in progess
● Conclusion


Conclusion

● Social not only a Buzzword !
● Still a long way to a good use of social features in companies
● OpenChatter
– centralizes notifications, comments and emails
– Feeds main page
– invite mechanism based on share
– integration with the mail gateway
– easy integration in addons !


Conclusion

Thank you for your attention !


OpenERP - OpenChatter & mail integration

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