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.
28 lines
1.5 KiB
XML
28 lines
1.5 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_issue_1" model="rating.rating">
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<field name="res_model">project.issue</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_issue.crm_case_outputincorrect0"/>
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</record>
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<record id="rating_issue_2" model="rating.rating">
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<field name="res_model">project.issue</field>
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<field name="rated_partner_id" ref="base.partner_demo"/>
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<field name="partner_id" ref="base.res_partner_12"/>
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<field name="res_id" ref="project_issue.crm_case_addmenustothemodule0"/>
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</record>
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<record id="rating_issue_3" model="rating.rating">
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<field name="res_model">project.issue</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_3"/>
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<field name="res_id" ref="project_issue.crm_case_improvereportsinhrms0"/>
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</record>
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<function model="project.issue" name="rating_apply" eval="([ref('project_issue.crm_case_outputincorrect0')], 10)"/>
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<function model="project.issue" name="rating_apply" eval="([ref('project_issue.crm_case_addmenustothemodule0')], 1)"/>
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<function model="project.issue" name="rating_apply" eval="([ref('project_issue.crm_case_improvereportsinhrms0')], 5)"/>
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</data>
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</openerp>
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