jat-odoo
0b1a27a3c7
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.
50 lines
2.6 KiB
XML
50 lines
2.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="1">
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<record id="rating_task_1" model="rating.rating">
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<field name="res_model">project.task</field>
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<field name="rated_partner_id" ref="base.partner_root"/>
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<field name="partner_id" ref="portal.demo_user0_res_partner"/>
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<field name="res_id" ref="project.project_task_3"/>
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</record>
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<record id="rating_task_2" model="rating.rating">
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<field name="res_model">project.task</field>
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<field name="rated_partner_id" ref="base.partner_demo"/>
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<field name="partner_id" ref="base.partner_demo"/>
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<field name="res_id" ref="project.project_task_8"/>
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</record>
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<record id="rating_task_3" model="rating.rating">
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<field name="res_model">project.task</field>
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<field name="rated_partner_id" ref="base.partner_root"/>
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<field name="partner_id" ref="base.partner_root"/>
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<field name="res_id" ref="project.project_task_15"/>
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</record>
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<record id="rating_task_4" model="rating.rating">
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<field name="res_model">project.task</field>
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<field name="rated_partner_id" ref="base.partner_root"/>
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<field name="partner_id" ref="base.partner_root"/>
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<field name="res_id" ref="project.project_task_18"/>
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</record>
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<record id="rating_task_5" model="rating.rating">
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<field name="res_model">project.task</field>
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<field name="rated_partner_id" ref="base.partner_root"/>
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<field name="partner_id" ref="base.res_partner_4"/>
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<field name="res_id" ref="project.project_task_24"/>
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</record>
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<!-- add the email template as value for the project stage 2 -->
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<record id="project.project_stage_2" model="project.task.type">
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<field name="rating_template_id" ref="rating_project_request_email_template"/>
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</record>
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<record id="project.project_project_3" model="project.project">
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<field name="rating_status">stage</field>
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</record>
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<function model="project.task" name="rating_apply" eval="([ref('project.project_task_3')], 10)"/>
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<function model="project.task" name="rating_apply" eval="([ref('project.project_task_18')], 10)"/>
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<function model="project.task" name="rating_apply" eval="([ref('project.project_task_24')], 10)"/>
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<function model="project.task" name="rating_apply" eval="([ref('project.project_task_8')], 1)"/>
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<function model="project.task" name="rating_apply" eval="([ref('project.project_task_15')], 5)"/>
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</data>
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</openerp>
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