The parent commit allows to select a specific interval for any
date or datetime field in the groupby menu. This makes some filter
akward, for instance "Order Month".
Accordingly, we have rewritten the string and help attributes in
search views archs and removed groupbys related to the same field
(that would have become redundant).
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
Since rating in on project directly, and task
and issue are merged, we can simplify some domain
and replaced them by default filters.
The search domain will be less complex and the
performance will be better.
Purpose
=======
The attribute name isn't required on the <filter> tag. If not set, it can't be selected with a xpath and it can't be overwritten.
A lot of PR are coming from the community just to add a name on a filter because:
- It can't be selected with a xpath.
- It can't be used with `default_search_foo` on an action context.
Specification
=============
Make the atttribute name required
This commit change field rating_text into
selection computed field.
In customer satifaction, we want to be able
to group by note, but not use the rating value
itself. So a label representing provide 3 satisfaction
levels : 'Dissatisfied' (1-3 points), 'Not satisfied'
(4-7 points) and 'Satisfied' (8-10 points).
This commit provide a parenting system for rated
record, such as mail alias.
For instance, 'project.project' is the parent of
task and issue objects.
This will allow to have a global view of customer
statisfaction on 'parent' objects (project and
livechat channel for now).
To do so, the rating
mixin provides 2 methods that need to be
overriden: `rating_get_parent_model_name` and
`rating_get_parent_id`.
In rating module
- provide list and form view for rating
- better kanban view (remove js code, ellispsis
for long name, better feedback display, ...)
- provide more field on the mixin to cover
more case
- update res_name of rating when the ressource name
is changed (for consistency)
- make the rating web page, a correct html page (by
using web.layout template)
- some guidelines compliance
In rating_project and rating_project_issue:
- add filter for rated document
- some guidelines compliance
When using t-esc, if the value is False/not set, the element is not
added to the DOM. Therefore the page asked for feedback but never
actually displayed a textarea input.
Using t-att-value simply prefills the input.
[IMP] rating: website rating page: reviewed design, rate on click, update on submit
[IMP] rating_project: rating_status: 'no' instead of False
[IMP] rating_project/issue: smileys insteaf of thumbs for consistency in kanban
[IMP] rating: allow to update an existing rating (feedback + rate)
[IMP] rating: consistency on rating names (statisfied, not satisfied, higly dissatisfed)
[IMP] rating: avoid deadend after rating, button to go to Odoo
[IMP] rating: res_config better sentence
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.
- star widget and rating card to post and display rating
- Linked rating.rating to mail.message
- method to extract more statistics about the rating of an object.
Mathieu Duckerts-Antoine