[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.
To be displayed correctly on odoo app (In a given category and not only in all or hidden)
the module category in the __openerp__.py file should be one of these:
"Accounting",
"Discuss",
"Document Management",
"eCommerce",
"Human Resources",
"Industries",
"Localization",
"Manufacturing",
"Marketing",
"Point of Sale",
"Productivity",
"Project",
"Purchases",
"Sales",
"Warehouse",
"Website",
"Extra Tools",
'Accounting & Finance' will not work, as 'Project Management', ...
Another reason why it’s better to change ‘not archived’ into ‘active’ is
because ‘active’ is the functional name of this field in the filter list in list view.
For the rest, it’s just a better en_US way of saying it.
Jérome Maes