thibaultopenchatterpresv2-120417043700-phpapp01

110 April 2012OpenERP Community, Customers and Partners summit

OpenChatter and mail integration

Thibault Delavalle


Introduction

Being Social what is it ?


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 !


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 ?


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

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 html


mail.message

Models every kind of message, not just emails type: notification, comment, email subtype: plain, html threaded design: parent_id


mail.message

Models every kind of message, not just emails type: notification, comment, email 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

Thread management Subscription management


mail.thread

Thread management 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



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



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



Need action mechanism

Ex: hr_holidays waiting validation notify manager counters in menu




ir.needaction_mixin

res_model res_iduser_id update record




ir.needaction

res_model res_iduser_id update record

get_needaction_user_ids




ir.needaction

res_model res_iduser_id

User Document

update record

get_needaction_user_ids

update table


Outline



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



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 !

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thibaultopenchatterpresv2-120417043700-phpapp01

Documents

openerp community

partners summitwhat

partners summitmail

partners summitopenchatter

emails type

social media

kind of message

message models