OpenERP - OpenChatter & mail integration

OpenChatter and mail integration Thibault DelavalléeOpenERP 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 ● Being Social … what is it ? – 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 !OpenERP Community, Customers and Partners summit 10 April 2012

Introduction ● Being Social … what is it ? – 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 ?OpenERP Community, Customers and Partners summit 10 April 2012

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 !OpenERP Community, Customers and Partners summit 10 April 2012

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 !OpenERP Community, Customers and Partners summit 10 April 2012

What is OpenChatter ? ● Because a demo is worth a thousand words …OpenERP Community, Customers and Partners summit 10 April 2012

What is OpenChatter ? ● 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 ● Lets dive into some technical aspects !OpenERP Community, Customers and Partners summit 10 April 2012

What is OpenChatter ? ● 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 OpenChatterOpenERP Community, Customers and Partners summit 10 April 2012

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 ● ConclusionOpenERP Community, Customers and Partners summit 10 April 2012

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 gatewayOpenERP Community, Customers and Partners summit 10 April 2012

mail.message ● Models every kind of message, not just emails ● type: notification, comment, email ● subtype: plain, html → body_text, body_html – body: calculated body matching subtype – comments and notifications in htmlOpenERP Community, Customers and Partners summit 10 April 2012

mail.message ● Models every kind of message, not just emails ● type: notification, comment, email ● subtype: plain, html ● threaded design: parent_idOpenERP Community, Customers and Partners summit 10 April 2012

mail.message ● Models every kind of message, not just emails ● type: notification, comment, email ● subtype: plain, html ● threaded design: parent_id ● email APIOpenERP Community, Customers and Partners summit 10 April 2012

mail.thread ● mixin class – holds API methods ! – message_ids field disappeared – temporary field for web-client widget display and GTK-client compatibilityOpenERP Community, Customers and Partners summit 10 April 2012

mail.thread ● Thread managementOpenERP Community, Customers and Partners summit 10 April 2012

mail.thread ● Thread management ● Subscription managementOpenERP Community, Customers and Partners summit 10 April 2012

mail.thread ● Thread management ● Subscription management ● Notification and Wall managementOpenERP Community, Customers and Partners summit 10 April 2012

mail.subscription ● Models user subscriptions to records – many2many-like: user_id, res_model, res_idOpenERP Community, Customers and Partners summit 10 April 2012

mail.subscription ● Automatic subscription – when creating/updating a record – when posting a comment ● Manual subscription – Follow / unfollow buttons – Invite buttonOpenERP Community, Customers and Partners summit 10 April 2012

mail.subscription ● Subscription API in mail.threadOpenERP Community, Customers and Partners summit 10 April 2012

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)OpenERP Community, Customers and Partners summit 10 April 2012

Thread widget ● Everything contained in mail addon → nice example of the new web client possibilities ! ● Thread widget: handles the display of a thread of messagesOpenERP Community, Customers and Partners summit 10 April 2012

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 – followersOpenERP Community, Customers and Partners summit 10 April 2012

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 threadOpenERP Community, Customers and Partners summit 10 April 2012

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 notificationsOpenERP Community, Customers and Partners summit 10 April 2012

Need action mechanism ● Ex: hr_holidays waiting validation – notify manager – counters in menuOpenERP Community, Customers and Partners summit 10 April 2012

Need action mechanism ● Ex: hr_holidays waiting validation – notify manager – counters in menu ● ir.needaction_mixin user_id res_model res_id ● update recordOpenERP Community, Customers and Partners summit 10 April 2012

Need action mechanism ● Ex: hr_holidays waiting validation – notify manager – counters in menu ● ir.needaction user_id res_model res_id ● update record ● get_needaction_user_idsOpenERP Community, Customers and Partners summit 10 April 2012

Need action mechanism ● Ex: hr_holidays waiting validation – notify manager – counters in menu ● ir.needaction User Document user_id res_model res_id ● update record ● get_needaction_user_ids ● update tableOpenERP Community, Customers and Partners summit 10 April 2012

Howto: use OpenChatter in my addon ● Easy as adding 2 lines of code !OpenERP Community, Customers and Partners summit 10 April 2012

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 documentOpenERP Community, Customers and Partners summit 10 April 2012

Howto: subscription management ● Ex: project manager should follow all its tasks ● Avoid doing it manually: override message_get_subscribers !OpenERP Community, Customers and Partners summit 10 April 2012

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 necessaryOpenERP Community, Customers and Partners summit 10 April 2012

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 !OpenERP Community, Customers and Partners summit 10 April 2012

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: @loginOpenERP Community, Customers and Partners summit 10 April 2012

New features ● Attachments – keep attachments linked to records – add a link from a comment to an attachmentOpenERP Community, Customers and Partners summit 10 April 2012

New features ● Attachments ● Checklists – embed checklists in comments – on-the-fly creation and edition – checks directly in comments – see progressionOpenERP Community, Customers and Partners summit 10 April 2012

New features ● Attachments ● Checklists ● Voting system ● Custom name_get for integrating in kanban views ● Polling new messages on the WallOpenERP Community, Customers and Partners summit 10 April 2012

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 ? – ...OpenERP Community, Customers and Partners summit 10 April 2012

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 ● ConclusionOpenERP Community, Customers and Partners summit 10 April 2012

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 !OpenERP Community, Customers and Partners summit 10 April 2012

Conclusion Thank you for your attention !OpenERP Community, Customers and Partners summit 10 April 2012

OpenERP - OpenChatter & mail integration

by OpenERP.tv on Apr 17, 2012

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OpenERP - OpenChatter & mail integration Presentation Transcript