OpenERP - OpenChatter & mail integration

110 April 2012OpenERP Community, Customers and Partners summit

OpenChatter and mail integration

Thibault Delavallée


Introduction

● Being Social … what is it ?


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


Outline

● Introduction







● 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)


Outline

● Introduction







● Work in progess

● Conclusion


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


Outline

● Introduction







● Work in progess

● Conclusion


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


Outline

● Introduction







● Work in progess

● Conclusion


Need action mechanism

● Ex: hr_holidays waiting validation

– notify manager

– counters in menu




– notify manager


● ir.needaction_mixin

res_model res_iduser_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


Outline

● Introduction







● Work in progess

● Conclusion


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


Outline

● Introduction







● Work in progess

● Conclusion


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



● The Wall




● 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 !

Date post:	18-Dec-2014
Category:	Business
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OpenERP - OpenChatter & mail integration

Business