Purpose:
For our internal project management, we would like to track the customer
satisfaction on the open projects. We send them an email every one or 2
weeks allowing them to give a feedback by clicking on one of 3
smileys: Happy, Average, Angry. They can also put a additional explanation.
We already have something similar which is working on livechat with a
unusable reporting, and on issues but unusable. Our project are managed by tasks.
Specification:
- On the project : Selection fields : (Periodical Rating or Rating on Stage)
+ Fields to choose the period if periodical
- On the stage : email_template_id field.
- IF :
---> Periodical : Send an email to all the customers for the tasks on this stage periodically
---> On Stage : Send an email to the customer's tasks when the task reaches the stage
- That way, it's impossible to send a satisfaction request both periodically and sequentially.
FP request
- Who is the customer : The customer on the task OR the customer on the related sales order
OR the customer on the projet OR nobody
- The last feedback is displayed on the task kanban card (Thumb up, down, or neutral)
- On the project kanban card, the customer satisfaction is displayed. This is the simple
mean of all the previous ratings.
Also:
- removed onchange_partner_id() from 'project.project' model as
'pricelist_id' field does not exist in project nor in any inherit(s)
since its removal in 2008 by 07b1f0b9da
- removed 'type' field from _defaults dictionary of 'project.project'
model as it does not exists anymore, it used to be defined on
account.analytic.account
- removed on_change_template() from 'account.analytic.account' model as
it doesn't seem to be useful and/or called from any view
- overridden _default_get() for 'project.project' model to set default
value for 'use_tasks' field of inherits account.analytic.account
- created report/project_cumulative.py for model
project.task.history.cumulative that was in project.py
- moved project.project kanban view from project_dashboard.xml
to project_views.xml, which required moving some menuitems
as well so they are available while refering them in other files
Also:
- creation of a (archived by default) sample project with tasks, that the
user can activate to discover the project app.
- improvement of the simplified form view to create a new project
- clean the planner style
- add specific class per planner crm (avoiding collisions)
- create .o_planner_white_box class used in all planners
- add planner for project module
jat-odoo