pengyuthon/odoo_source
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] project, hr_timesheet: improve customer rating on project

Browse Source 
Purpose of the commit is to improve the customer rating report
of the project app.

So in this commit, done the below changes:

- remove the project and task measures
- switch the rating value and the count from place in pivot view
- remove the default group by rated operator, keep it fot grap view
- reorder the some fields on form and list view
- use the badge widget for the rating field and the color code is applied to the form view
- add some demo data for the feedback field in list view
- center the information vertically in kanban view
- move the 'customer ratings' menu item below the 'project costs and revenues' one
- add the following filters: My Projects, My Team
  - reorder the group bys and rename 'Resource' into 'Task'
  - reorder the search fields
- project kanban card
  - the ratings % is represent the average satisfaction rate of the ratings submitted in the last 30 days (including today)
  - change the tooltip to: Average satisfaction rate for the last 30 days
- the 'customer satisfaction' stat button display the last 30 days rating on the project.project
and this stat button should open the kanban view by default instead of the list view

task-2531428
closes #73581
This commit is contained in:
Mitali Patel
2021-11-15 17:29:37 +00:00
parent d0d8d28cba
commit 8ccba2ce15
3 changed files with 41 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/project/data/project_demo.xml
+3 -3
View File
@@ -906,9 +906,9 @@ Send it ASAP, its urgent.</field>
<field name="rating_template_id" ref="rating_project_request_email_template"/>
</record>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_3')], 5)"/>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_24')], 5)"/>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_8')], 1)"/>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_3')], 5, None, 'Good Job')"/>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_24')], 5, None, 'Great work')"/>
<function model="project.task" name="rating_apply" eval="([ref('project.project_task_8')], 1, None, 'Not as good as expected')"/>
<record id="project_milestone_1" model="project.milestone">
<field name="is_reached" eval="True"/>
addons/project/views/project_views.xml
+3 -3
View File
@@ -658,10 +658,10 @@
<div t-if="record.alias_name.value and record.alias_domain.value" class="text-muted">
<span class="fa fa-envelope-o mr-2" aria-label="Domain Alias" title="Domain Alias"></span><t t-esc="record.alias_id.value"/>
</div>
<div t-if="record.rating_active.raw_value" class="text-muted" title="Percentage of happy ratings over the past 30 days." groups="project.group_project_rating">
<div t-if="record.rating_active.raw_value" class="text-muted" groups="project.group_project_rating">
<b>
<t t-if="record.rating_percentage_satisfaction.value != -1">
<i class="fa fa-smile-o" role="img" aria-label="Percentage of satisfaction" title="Percentage of satisfaction"/> <t t-esc="record.rating_percentage_satisfaction.value"/>%
<i class="fa fa-smile-o" role="img" aria-label="Average satisfaction rate for the last 30 days." title="Average satisfaction rate for the last 30 days."/> <t t-esc="record.rating_percentage_satisfaction.value"/>%
</t>
</b>
</div>
@@ -1436,7 +1436,7 @@
action="rating_rating_action_project_report"
parent="menu_project_report"
groups="project.group_project_rating"
sequence="40"/>
sequence="51"/>
<record id="project_view_kanban_inherit_project" model="ir.ui.view">
<field name="name">project.kanban.inherit.project</field>
addons/project/views/rating_views.xml
+35 -3
View File
@@ -24,6 +24,13 @@
<field name="inherit_id" ref="rating.rating_rating_view_form"/>
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//form" position="attributes">
<attribute name="edit">0</attribute>
</xpath>
<field name="resource_ref" position="before">
<field name="rated_partner_id" position="move"/>
<field name="parent_ref" position="move"/>
</field>
<field name="res_name" position="attributes">
<attribute name="string">Task</attribute>
</field>
@@ -46,8 +53,11 @@
<attribute name="readonly">1</attribute>
</field>
<div name="rating_image_container" position="replace">
<field name="rating_text" string="Rating"/>
<field name="rating_text" string="Rating" decoration-danger="rating_text == 'ko'" decoration-warning="rating_text == 'ok'" decoration-success="rating_text == 'top'" widget='badge'/>
</div>
<field name="create_date" position="after">
<field name="partner_id" position="move"/>
</field>
<xpath expr="//field[@name='is_internal']" position="attributes">
<attribute name="invisible">1</attribute>
</xpath>
@@ -63,6 +73,9 @@
<xpath expr="//pivot" position="attributes">
<attribute name="js_class">project_rating_pivot</attribute>
</xpath>
<xpath expr="//field[@name='create_date']" position="attributes">
<attribute name="invisible">1</attribute>
</xpath>
</field>
</record>
@@ -84,8 +97,24 @@
<field name="inherit_id" ref="rating.rating_rating_view_search"/>
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//filter[@name='resource']" position="after">
<xpath expr="//field[@name='rated_partner_id']" position="after">
<field name="parent_res_name" position="move"/>
<field name="res_name" position="move"/>
</xpath>
<xpath expr="//field[@name='parent_res_name']" position="attributes">
<attribute name="string">Project</attribute>
</xpath>
<xpath expr="//field[@name='res_name']" position="attributes">
<attribute name="string">Task</attribute>
</xpath>
<xpath expr="//filter[@name='responsible']" position="after">
<filter name="rating_text" position="move"/>
<filter string="Project" name="groupby_project" context="{'group_by': 'parent_res_name'}"/>
<filter name="resource" position="move"/>
<filter name="customer" position="move"/>
</xpath>
<xpath expr="//filter[@name='resource']" position="attributes">
<attribute name="string">Task</attribute>
</xpath>
<xpath expr="//filter[@name='responsible']" position="replace"></xpath>
<xpath expr="/search" position="inside">
@@ -208,7 +237,10 @@
Let's wait for your customers to manifest themselves.
</p>
</field>
<field name="context">{'search_default_rating_last_30_days': 1, 'search_default_responsible': 1}</field>
<field name="context">{
'search_default_rating_last_30_days': 1,
'graph_groupbys': ['rated_partner_id'],
}</field>
</record>
<record id="rating_rating_action_project_report_kanban" model="ir.actions.act_window.view">