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.
94 lines
4.8 KiB
XML
94 lines
4.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="view_rating_rating_kanban">
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<field name="name">rating.rating.kanban</field>
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<field name="model">rating.rating</field>
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<field name="arch" type="xml">
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<kanban create="false" class="oe_background_grey">
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<field name="rating"/>
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<field name="res_name"/>
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<field name="feedback"/>
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<templates>
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<t t-name="kanban-box">
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<div t-att-title="record.feedback.raw_value ? 'Feedback:\n' + record.feedback.raw_value : ''">
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<img t-attf-src="/rating/static/src/img/rating_#{record.rating.raw_value}.png"
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data-html="true" data-placement="bottom" class="pull-left"/>
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<div style="margin-left: 80px">
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<div><b><field name="rated_partner_id"/></b></div>
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<div><span class="text-muted">by </span><field name="partner_id"/></div>
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<div t-if="record.res_name.raw_value"><span class="text-muted">for </span><field name="res_name"/></div>
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<div><span class="text-muted">on </span><field name="create_date"/></div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record model="ir.ui.view" id="view_rating_rating_pivot">
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<field name="name">rating.rating.pivot</field>
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<field name="model">rating.rating</field>
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<field name="arch" type="xml">
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<pivot string="Rating Average" display_quantity="true">
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<field name="rated_partner_id" type="row"/>
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<field name="create_date" type="col"/>
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<field name="rating" type="measure"/>
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</pivot>
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</field>
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</record>
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<record model="ir.ui.view" id="view_rating_rating_graph">
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<field name="name">rating.rating.graph</field>
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<field name="model">rating.rating</field>
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<field name="arch" type="xml">
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<graph string="Rating Average" type="bar">
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<field name="create_date" type="row"/>
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<field name="rating" type="measure"/>
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</graph>
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</field>
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</record>
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<record model="ir.ui.view" id="view_rating_rating_search">
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<field name="name">rating.rating.search</field>
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<field name="model">rating.rating</field>
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<field name="arch" type="xml">
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<search string="Ratings">
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<field name="rated_partner_id"/>
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<field name="rating"/>
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<field name="partner_id"/>
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<field name="res_name"/>
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<field name="res_id"/>
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<filter string="Happy" domain="[('rating', '>=', 7)]"/>
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<filter string="Okay" domain="[('rating', '>', 3), ('rating', '<', 7)]"/>
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<filter string="Unhappy" domain="[('rating', '>=', 1), ('rating', '<=',3)]"/>
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<separator/>
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<filter string="My Ratings" domain="[('rated_partner_id.user_ids', 'in', [uid])]"/>
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<group expand="0" string="Group By">
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<filter string="Rated User" name="Responsible" context="{'group_by':'rated_partner_id'}"/>
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<filter string="Customer" name="customer" context="{'group_by':'partner_id'}"/>
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<filter string="Rating" name="rating" context="{'group_by':'rating'}"/>
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<filter string="Resource" name="resource" context="{'group_by':'res_name'}"/>
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<filter string="Day" context="{'group_by':'create_date:day'}"/>
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<filter string="Month" context="{'group_by':'create_date:month'}"/>
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<filter string="Year" context="{'group_by':'create_date:year'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_view_rating" model="ir.actions.act_window">
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<field name="name">Rating</field>
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<field name="res_model">rating.rating</field>
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<field name="view_mode">kanban,graph,pivot</field>
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<field name="domain">[('consumed','=',True)]</field>
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<field name="help" type="html">
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<p>
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There is no rating for this object at the moment.
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</p>
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</field>
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</record>
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</data>
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</openerp>
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