[4969][ADD] mail_reply_stage

mail_reply_stage/README.rst

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+================
+Mail Reply Stage
+================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:3e0a708a7c69ddc0f3b1222b5c268d8d6acc6f32c6de186e7c9a5df995a98bb3
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsocial-lightgray.png?logo=github
+    :target: https://github.com/OCA/social/tree/15.0/mail_reply_stage
+    :alt: OCA/social
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/social-15-0/social-15-0-mail_reply_stage
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/social&target_branch=15.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module provides a feature that automatically updates the stage of a record when a
+non-internal user sends a mail message to that record.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Go to **Settings > Technical > Email > Mail Reply Configurations** and create records
+according to your needs.
+
+For each record:
+
+- **Model**: Choose a model (required).
+- **Parent Field**: Select the many2one field that links to the parent model.
+  For example, if you select the model `project.task`, choose `project_id` as the parent
+  field.
+- **Parent Stage Field**: Choose the many2many field from the model of Parent Field that defines
+  the allowed stages.The system will check whether the selected Reply Stage is
+  included in the value of this field.
+  If the Reply Stage is not present in the Parent Stage Field, it will not be assigned to
+  the record.
+- **domain**: Set a domain to filter which records this config applies to.
+  Example: ``[('project_id.name', '=', 'My Project')]``
+- **Reply Stage Field**: Choose the field (e.g., `stage_id`) to be updated when a
+  non-internal user replies. (required)
+- **Reply Stage**: Set the name of the stage to apply on reply. (required)
+
+Examples
+~~~~~~~~
+
+Example 1 – For "Office Design" Project
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This rule applies to tasks under the **"Office Design"** project.
+
++------------------------+-------------------------------------------------------------+
+| **Field**              | **Value**                                                   |
++========================+=============================================================+
+| Model                  | Task (``project.task``)                                     |
++------------------------+-------------------------------------------------------------+
+| Parent Field           | Project (``project_id``)                                    |
++------------------------+-------------------------------------------------------------+
+| Parent Stage Field     | Task Stages (``project.task.type_ids``)                     |
++------------------------+-------------------------------------------------------------+
+| Domain                 | ``[('project_id.name', '=', 'Office Design')]``             |
++------------------------+-------------------------------------------------------------+
+| Reply Stage Field      | Stage (``stage_id``)                                        |
++------------------------+-------------------------------------------------------------+
+| Reply Stage            | Reply to Customer                                           |
++------------------------+-------------------------------------------------------------+
+
+Example 2 – Fallback for All Other Projects
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This rule applies to all tasks that do **not** belong to the "Office Design" project.
+
++------------------------+-------------------------------------------------------------+
+| **Field**              | **Value**                                                   |
++========================+=============================================================+
+| Model                  | Task (``project.task``)                                     |
++------------------------+-------------------------------------------------------------+
+| Parent Field           | Project (``project_id``)                                    |
++------------------------+-------------------------------------------------------------+
+| Parent Stage Field     | Task Stages (``project.task.type_ids``)                     |
++------------------------+-------------------------------------------------------------+
+| Domain                 |                                                             |
++------------------------+-------------------------------------------------------------+
+| Reply Stage Field      | Stage (``stage_id``)                                        |
++------------------------+-------------------------------------------------------------+
+| Reply Stage            | Need Discussion                                             |
++------------------------+-------------------------------------------------------------+
+
+Use the up/down arrows to prioritize the rules.
+The system evaluates rules from top to bottom and applies only the first matching one.
+Place more specific rules (with a domain) above general ones (e.g., fallback rules with an empty domain).
+
+Based on the two example configurations:
+For a task under the "Office Design" project, both rules match.
+However, the first rule at the top will be used.
+
+Note: Make sure the selected reply stage exists in the parent record’s allowed stages,
+as defined by the **Parent Stage Field**.
+
+Known issues / Roadmap
+======================
+
+Due to a technical limitation, if you create a new stage after the reply stage
+configuration record has already been created and want to use this new stage as
+the Reply Stage, you must clear and reselect the Reply Stage Field to trigger the
+onchange. This will allow the newly created stage to appear in the Reply Stage
+selection.
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/social/issues/new?body=module:%20mail_reply_stage%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Quartile
+
+Contributors
+~~~~~~~~~~~~
+
+* `Quartile <https://www.quartile.co>`_
+
+  * Aung Ko Ko Lin
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+This module is part of the `OCA/social <https://github.com/OCA/social/tree/15.0/mail_reply_stage>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

mail_reply_stage/__init__.py

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+from . import models

mail_reply_stage/__manifest__.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Mail Reply Stage",
+    "category": "Mail",
+    "version": "15.0.1.0.0",
+    "author": "Quartile, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/social",
+    "license": "AGPL-3",
+    "depends": ["mail"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/mail_reply_config_views.xml",
+    ],
+    "installable": True,
+}

mail_reply_stage/models/__init__.py

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+from . import ir_model_data
+from . import mail_message
+from . import mail_reply_config

mail_reply_stage/models/ir_model_data.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class IrModelData(models.Model):
+    _inherit = "ir.model.data"
+
+    @api.model
+    def _name_search(
+        self, name, args=None, operator="ilike", limit=100, name_get_uid=None
+    ):
+        stage_model = self.env.context.get("mail_reply_stage_model")
+        if name and stage_model:
+            stage_ids = self.env[stage_model]._search(
+                [("name", operator, name)], limit=limit, access_rights_uid=name_get_uid
+            )
+            domain = [("model", "=", stage_model), ("res_id", "in", stage_ids)]
+            xml_ids = self._search(domain, limit=limit, access_rights_uid=name_get_uid)
+            return xml_ids
+        return super()._name_search(
+            name=name,
+            args=args,
+            operator=operator,
+            limit=limit,
+            name_get_uid=name_get_uid,
+        )

mail_reply_stage/models/mail_message.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import logging
+
+from odoo import api, models
+from odoo.tools import safe_eval
+
+_logger = logging.getLogger(__name__)
+
+
+class MailMessage(models.Model):
+    _inherit = "mail.message"
+
+    def _get_reply_stage(self, res, config):
+        self.ensure_one()
+        reply_stage = self.env[config.reply_stage_model_name].search(
+            [("id", "=", config.reply_stage_id)]
+        )
+        if config.parent_stage_field_id:
+            parent_field_rec = getattr(res, config.parent_field_id.name, None)
+            allowed_stages = getattr(
+                parent_field_rec,
+                config.parent_stage_field_id.name,
+                self.env[config.parent_stage_field_id.relation],
+            )
+            reply_stage = reply_stage.filtered(lambda stage: stage in allowed_stages)
+        return reply_stage
+
+    def _get_mail_reply_config(self, res, res_model):
+        self.ensure_one()
+        configs = self.env["mail.reply.config"].search(
+            [("model_id", "=", res_model.id)], order="sequence ASC"
+        )
+        for config in configs:
+            reply_stage = self._get_reply_stage(res, config)
+            if not reply_stage:
+                continue
+            domain = []
+            if config.domain:
+                try:
+                    domain = safe_eval.safe_eval(config.domain)
+                except Exception as e:
+                    _logger.warning("Invalid domain: %s (%s)", config.domain, e)
+                    continue
+            if not domain or res.filtered_domain(domain):
+                return config, reply_stage
+        return None, None
+
+    @api.model_create_multi
+    def create(self, values_list):
+        messages = super().create(values_list)
+        for message in messages:
+            user = message.author_id.user_ids[:1]
+            if user and user.has_group("base.group_user"):
+                continue
+            if message.subtype_id and message.subtype_id.internal:
+                continue
+            res_model = (
+                self.env["ir.model"]
+                .sudo()
+                .search([("model", "=", message.model)], limit=1)
+            )
+            if not res_model:
+                continue
+            res = self.env[message.model].browse(message.res_id)
+            config, reply_stage = message._get_mail_reply_config(res, res_model)
+            if not config:
+                continue
+            if reply_stage:
+                res.sudo().write({config.reply_stage_field_id.name: reply_stage.id})
+        return messages

mail_reply_stage/models/mail_reply_config.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class MailReplyConfig(models.Model):
+    _name = "mail.reply.config"
+    _description = "Mail Reply Configuration"
+
+    sequence = fields.Integer(default=10)
+    model_id = fields.Many2one(
+        "ir.model", string="Model", required=True, ondelete="cascade"
+    )
+    parent_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Parent Field",
+        domain="[('model_id', '=', model_id), ('ttype', '=', 'many2one')]",
+        ondelete="cascade",
+    )
+    parent_model_name = fields.Char(
+        related="parent_field_id.relation",
+        string="Parent Model",
+        help="Automatically stores the model name of the related parent entity.",
+    )
+    parent_stage_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Parent Stage Field",
+        domain="[('model_id.model', '=', parent_model_name), ('ttype', '=', 'many2many')]",
+        ondelete="cascade",
+        help="A Many2Many field within the parent model that defines "
+        "valid stages for this configuration.",
+    )
+    domain = fields.Char(
+        help="Domain used to find matching config dynamically,"
+        "e.g., [('project_id.name', '=', 'My Project')]",
+    )
+    reply_stage_field_id = fields.Many2one(
+        "ir.model.fields",
+        domain="[('model_id', '=', model_id), ('ttype', '=', 'many2one')]",
+        required=True,
+        ondelete="cascade",
+    )
+    reply_stage_model_name = fields.Char(related="reply_stage_field_id.relation")
+    reply_stage_xml_id = fields.Many2one(
+        "ir.model.data",
+        string="Reply Stage",
+        help="Select the reply stage from the related model.",
+    )
+    reply_stage_xml_id_domain = fields.Binary(
+        compute="_compute_reply_stage_xml_id_domain"
+    )
+    reply_stage_id = fields.Many2oneReference(
+        related="reply_stage_xml_id.res_id",
+        help="Technical field to store the id of reply stage.",
+    )
+
+    @api.depends("reply_stage_field_id")
+    def _compute_reply_stage_xml_id_domain(self):
+        for rec in self:
+            if not rec.reply_stage_field_id:
+                rec.reply_stage_xml_id_domain = []
+                continue
+            Model = self.env[rec.reply_stage_model_name]
+            records = Model.search([])
+            xml_ids = self.env["ir.model.data"].search(
+                [
+                    ("model", "=", rec.reply_stage_model_name),
+                    ("res_id", "in", records.ids),
+                ]
+            )
+            rec.reply_stage_xml_id_domain = [("id", "in", xml_ids.ids)]
+
+    @api.onchange("model_id")
+    def _onchange_model_id(self):
+        self.parent_field_id = False
+        self.parent_stage_field_id = False
+        self.reply_stage_field_id = False
+        self.reply_stage_xml_id = False
+
+    @api.onchange("parent_field_id")
+    def _onchange_parent_field_id(self):
+        self.parent_stage_field_id = False
+
+    @api.onchange("reply_stage_field_id")
+    def _onchange_reply_stage_field_id(self):
+        self.reply_stage_xml_id = False
+        if self.reply_stage_field_id:
+            model_name = self.reply_stage_model_name
+            xmlid_ids = (
+                self.env["ir.model.data"]
+                .search([("model", "=", model_name)])
+                .mapped("res_id")
+            )
+            recs_to_export = self.env[model_name].search([("id", "not in", xmlid_ids)])
+            if recs_to_export:
+                recs_to_export._export_rows([["id"]])