[ADD] mass_mailing_list_dynamic: Autopopulated mailing lists

mass_mailing_list_dynamic/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+==========================
+Dynamic Mass Mailing Lists
+==========================
+
+Without this addon you have to choose between providing a dynamic domain and
+letting your mass mailings reach all partners that match it, or being able to
+unsubscribe to certain mailing lists while still being subscribed to others.
+
+This addon allows you to create dynamic mailing lists, so you can now benefit
+from both things.
+
+Configuration
+=============
+
+To create a dynamic mailing list, you need to:
+
+#. Go to *Mass Mailing > Mailings > Mailing Lists > Create*.
+#. Check the *Dynamic* box.
+#. Choose a *Sync method*:
+   - Leave empty to use as a manual mailing list, the normal behavior.
+   - *Only add new records* to make sure no records disappear from the list
+     when partners stop matching the *Synchronization critera*.
+   - *Add and remove records as needed* to make the list be fully synchronized
+     with the *Synchronization critera*, even if that means removing contacts
+     from it.
+#. Define a *Synchronization critera* that will be used to match the partners
+   that should go into the list as contacts. Only partners with emails will
+   be selected.
+
+Usage
+=====
+
+When you hit the *Sync now* button or send a mass mailing to this list, its
+contacts will be automatically updated.
+
+Pay attention to the messages shown to you that tell you about some non-obvious
+behaviour you could experience if you edit manually contacts from a dynamic
+list.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/205/10.0
+
+Known issues / Roadmap
+======================
+
+* Tests affected by https://github.com/odoo/odoo/issues/20603. Do not run them
+  in stateful databases.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/social/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smash it by providing detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+  * Jairo Llopis <jairo.llopis@tecnativa.com>
+
+Do not contact contributors directly about support or help with technical issues.
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+To contribute to this module, please visit https://odoo-community.org.

mass_mailing_list_dynamic/__init__.py

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+# -*- coding: utf-8 -*-
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

mass_mailing_list_dynamic/__manifest__.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Dynamic Mass Mailing Lists",
+    "summary": "Mass mailing lists that get autopopulated",
+    "version": "10.0.1.0.0",
+    "category": "Marketing",
+    "website": "https://github.com/OCA/social",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": [
+        "mass_mailing_partner",
+    ],
+    "data": [
+        "views/mail_mass_mailing_list_view.xml",
+    ],
+}

mass_mailing_list_dynamic/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* mass_mailing_list_dynamic
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 10.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2017-11-03 10:58+0000\n"
+"PO-Revision-Date: 2017-11-03 12:00+0100\n"
+"Last-Translator: Jairo Llopis <yajo.sk8@gmail.com>\n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 2.0.3\n"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.ui.view,arch_db:mass_mailing_list_dynamic.view_mail_mass_mailing_list_form
+msgid ""
+"<i class=\"fa fa-info-circle\"/> If you want to remove contacts from a "
+"dynamic list, just <b>set them as <i>Opt Out</i></b>."
+msgstr ""
+"<i class=\"fa fa-info-circle\"/> Si quiere eliminar contactos de una lista "
+"dinámica, simplemente <b>márquelos como <i>Envío no deseado</i></b>."
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.ui.view,arch_db:mass_mailing_list_dynamic.view_mail_mass_mailing_list_form
+msgid ""
+"<i class=\"fa fa-info-circle\"/> You cannot make manual editions of contacts "
+"in fully synchronized lists."
+msgstr ""
+"<i class=\"fa fa-info-circle\"/> No puede editar manualmente los contactos "
+"en las listas que están completamente sincronizadas."
+
+#. module: mass_mailing_list_dynamic
+#: selection:mail.mass_mailing.list,sync_method:0
+msgid "Add and remove records as needed"
+msgstr "Añade y elimina los registros conforme se necesite"
+
+#. module: mass_mailing_list_dynamic
+#: code:addons/mass_mailing_list_dynamic/models/mail_mass_mailing_contact.py:17
+#, python-format
+msgid ""
+"Cannot edit manually contacts in a fully synchronized list. Change its sync "
+"method or execute a manual sync instead."
+msgstr ""
+"No se pueden editar manualmente los contactos de una lista que está "
+"completamente sincronizada. En vez de eso, cambie su método de "
+"sincronización o ejecute una sincronización manual."
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model.fields,help:mass_mailing_list_dynamic.field_mail_mass_mailing_list_sync_method
+msgid ""
+"Choose the syncronization method for this list if you want to make it dynamic"
+msgstr ""
+"Escoja el método de sincronización para esta lista si quiere hacerla dinámica"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model.fields,field_description:mass_mailing_list_dynamic.field_mail_mass_mailing_list_dynamic
+msgid "Dynamic"
+msgstr "Dinámica"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.ui.view,arch_db:mass_mailing_list_dynamic.view_mail_mass_mailing_list_form
+msgid "Dynamic list"
+msgstr "Lista dinámica"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model.fields,help:mass_mailing_list_dynamic.field_mail_mass_mailing_list_sync_domain
+msgid "Filter partners to sync in this list"
+msgstr "Filtrar contactos a sincronizar en esta lista"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model,name:mass_mailing_list_dynamic.model_mail_mass_mailing_list
+msgid "Mailing List"
+msgstr "Lista de correo"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model,name:mass_mailing_list_dynamic.model_mail_mass_mailing
+msgid "Mass Mailing"
+msgstr "Correo masivo"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model,name:mass_mailing_list_dynamic.model_mail_mass_mailing_contact
+msgid "Mass Mailing Contact"
+msgstr "Contacto de correo masivo"
+
+#. module: mass_mailing_list_dynamic
+#: selection:mail.mass_mailing.list,sync_method:0
+msgid "Only add new records"
+msgstr "Solamente añadir nuevos registros"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model.fields,field_description:mass_mailing_list_dynamic.field_mail_mass_mailing_list_sync_method
+msgid "Sync method"
+msgstr "Método de sincronización"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.ui.view,arch_db:mass_mailing_list_dynamic.view_mail_mass_mailing_list_form
+msgid "Sync now"
+msgstr "Sincronizar ahora"
+
+#. module: mass_mailing_list_dynamic
+#: model:ir.model.fields,field_description:mass_mailing_list_dynamic.field_mail_mass_mailing_list_sync_domain
+msgid "Synchronization critera"
+msgstr "Criterios de sincronización"
+
+#~ msgid ""
+#~ "<i class=\"fa fa-exclamation-circle\"/> If you manually add contacts to "
+#~ "the list, <b>they might get removed later automatically!</b>"
+#~ msgstr ""
+#~ "<i class=\"fa fa-exclamation-circle\"/> Si añade contactos a la lista "
+#~ "manualmente, <b>¡podrían ser eliminados automáticamente más tarde!</b>"
+
+#~ msgid "Sync domain"
+#~ msgstr "Dominio de sincronización"

mass_mailing_list_dynamic/models/__init__.py

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+# -*- coding: utf-8 -*-
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import mail_mass_mailing
+from . import mail_mass_mailing_contact
+from . import mail_mass_mailing_list

mass_mailing_list_dynamic/models/mail_mass_mailing.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class MassMailing(models.Model):
+    _inherit = "mail.mass_mailing"
+
+    def send_mail(self):
+        """Sync dynamic lists before sending mailings to them."""
+        self.contact_list_ids.action_sync()
+        return super(MassMailing, self).send_mail()

mass_mailing_list_dynamic/models/mail_mass_mailing_contact.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, models
+from odoo.exceptions import ValidationError
+
+
+class MassMailingContact(models.Model):
+    _inherit = "mail.mass_mailing.contact"
+
+    @api.constrains("partner_id", "list_id", "name", "email")
+    def _check_no_manual_edits_on_fully_synced_lists(self):
+        if self.env.context.get("syncing"):
+            return
+        if any(one.list_id.sync_method == "full" for one in self):
+            raise ValidationError(
+                _("Cannot edit manually contacts in a fully "
+                    "synchronized list. Change its sync method or execute "
+                    "a manual sync instead."))

mass_mailing_list_dynamic/models/mail_mass_mailing_list.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+from odoo.tools import safe_eval
+
+
+class MassMailingList(models.Model):
+    _inherit = "mail.mass_mailing.list"
+
+    dynamic = fields.Boolean(
+        help="Set this list as dynamic, to make it autosynchronized with "
+             "partners from a given criteria.",
+    )
+    sync_method = fields.Selection(
+        [
+            ("add", "Only add new records"),
+            ("full", "Add and remove records as needed"),
+        ],
+        default="add",
+        required=True,
+        help="Choose the syncronization method for this list if you want to "
+             "make it dynamic",
+    )
+    sync_domain = fields.Char(
+        string="Synchronization critera",
+        default="[('opt_out', '=', False), ('email', '!=', False)]",
+        required=True,
+        help="Filter partners to sync in this list",
+    )
+
+    def action_sync(self):
+        """Sync contacts in dynamic lists."""
+        Contact = self.env["mail.mass_mailing.contact"]
+        Partner = self.env["res.partner"]
+        # Skip non-dynamic lists
+        dynamic = self.filtered("dynamic").with_context(syncing=True)
+        for one in dynamic:
+            sync_domain = safe_eval(one.sync_domain) + [("email", "!=", False)]
+            desired_partners = Partner.search(sync_domain)
+            # Remove undesired contacts when synchronization is full
+            if one.sync_method == "full":
+                Contact.search([
+                    ("list_id", "=", one.id),
+                    ("partner_id", "not in", desired_partners.ids),
+                ]).unlink()
+            current_contacts = Contact.search([("list_id", "=", one.id)])
+            current_partners = current_contacts.mapped("partner_id")
+            # Add new contacts
+            for partner in desired_partners - current_partners:
+                Contact.create({
+                    "list_id": one.id,
+                    "partner_id": partner.id,
+                })
+        # Invalidate cached contact count
+        self.invalidate_cache(["contact_nbr"], dynamic.ids)

mass_mailing_list_dynamic/tests/__init__.py

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+# -*- coding: utf-8 -*-
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import test_dynamic_lists

mass_mailing_list_dynamic/tests/test_dynamic_lists.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Tecnativa - Jairo Llopis
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from mock import patch
+from odoo.exceptions import ValidationError
+from odoo.tests.common import TransactionCase
+
+
+class DynamicListCase(TransactionCase):
+    def setUp(self):
+        super(DynamicListCase, self).setUp()
+        self.tag = self.env["res.partner.category"].create({
+            "name": "testing tag",
+        })
+        self.partners = self.env["res.partner"]
+        for number in range(5):
+            self.partners |= self.partners.create({
+                "name": "partner %d" % number,
+                "category_id": [(4, self.tag.id, False)],
+                "email": "%d@example.com" % number,
+            })
+        self.list = self.env["mail.mass_mailing.list"].create({
+            "name": "test list",
+            "dynamic": True,
+            "sync_domain": repr([("category_id", "in", self.tag.ids)]),
+        })
+        self.mail = self.env["mail.mass_mailing"].create({
+            "name": "test mass mailing",
+            "contact_list_ids": [(4, self.list.id, False)],
+        })
+        self.mail._onchange_model_and_list()
+
+    def test_list_sync(self):
+        """List is synced correctly."""
+        Contact = self.env["mail.mass_mailing.contact"]
+        # Partner 0 is not categorized
+        self.partners[0].category_id = False
+        # Partner 1 has no email
+        self.partners[1].email = False
+        # Set list as unsynced
+        self.list.dynamic = False
+        # Create contact for partner 0 in unsynced list
+        contact0 = Contact.create({
+            "list_id": self.list.id,
+            "partner_id": self.partners[0].id,
+        })
+        self.assertEqual(self.list.contact_nbr, 1)
+        # Set list as add-synced
+        self.list.dynamic = True
+        self.list.action_sync()
+        self.assertEqual(self.list.contact_nbr, 4)
+        self.assertTrue(contact0.exists())
+        # Set list as full-synced
+        self.list.sync_method = "full"
+        self.list.action_sync()
+        self.assertEqual(self.list.contact_nbr, 3)
+        self.assertFalse(contact0.exists())
+        # Cannot add or edit contacts in fully synced lists
+        with self.assertRaises(ValidationError):
+            Contact.create({
+                "list_id": self.list.id,
+                "partner_id": self.partners[0].id,
+            })
+        contact1 = Contact.search([
+            ("list_id", "=", self.list.id),
+        ], limit=1)
+        with self.assertRaises(ValidationError):
+            contact1.name = "other"
+        with self.assertRaises(ValidationError):
+            contact1.email = "other@example.com"
+        with self.assertRaises(ValidationError):
+            contact1.partner_id = self.partners[0]
+
+    def test_sync_when_sending_mail(self):
+        """Dynamic list is synced before mailing to it."""
+        self.list.action_sync()
+        self.assertEqual(self.list.contact_nbr, 5)
+        # Create a new partner
+        self.partners.create({
+            "name": "extra partner",
+            "category_id": [(4, self.tag.id, False)],
+            "email": "extra@example.com",
+        })
+        # Before sending the mail, the list is updated
+        with patch("odoo.addons.base.ir.ir_mail_server"
+                   ".IrMailServer.send_email") as send_email:
+            self.mail.send_mail()
+            self.assertEqual(6, send_email.call_count)
+        self.assertEqual(6, self.list.contact_nbr)

mass_mailing_list_dynamic/views/mail_mass_mailing_list_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2017 Tecnativa - Jairo Llopis
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+
+<odoo>
+
+    <record id="view_mail_mass_mailing_list_form" model="ir.ui.view">
+        <field name="name">Add sync stuff</field>
+        <field name="model">mail.mass_mailing.list</field>
+        <field name="inherit_id" ref="mass_mailing.view_mail_mass_mailing_list_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@class='oe_title']" position="after">
+                <group name="dynamic" string="Dynamic list">
+                    <group colspan="4">
+                        <field
+                            name="dynamic"
+                        />
+                    </group>
+                    <group attrs="{'invisible': [('dynamic', '=', False)]}">
+                        <label for="sync_method"/>
+                        <div>
+                            <field
+                                name="sync_method"
+                            />
+                            <button
+                                name="action_sync"
+                                type="object"
+                                string="Sync now"
+                                icon="fa-refresh"
+                            />
+                        </div>
+                    </group>
+                    <group attrs="{'invisible': [('dynamic', '=', False)]}">
+                        <div
+                            class="alert alert-info"
+                            role="alert"
+                        >
+                            <i class="fa fa-info-circle"/> If you want to remove contacts from a dynamic list, just <b>set them as <i>Opt Out</i></b>.
+                        </div>
+                        <div
+                            class="alert alert-warning"
+                            role="alert"
+                        >
+                            <i class="fa fa-info-circle"/> You cannot make manual editions of contacts in fully synchronized lists.
+                        </div>
+                    </group>
+                    <group colspan="4"
+                           attrs="{'invisible': [('dynamic', '=', False)]}">
+                        <field
+                            name="sync_domain"
+                            widget="char_domain"
+                            options='{"model": "res.partner"}'
+                        />
+                    </group>
+                </group>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>