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.
41 lines
2.0 KiB
XML
41 lines
2.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_config_settings" model="ir.ui.view">
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<field name="name">project settings</field>
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<field name="model">project.config.settings</field>
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<field name="priority" eval="20"/>
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<field name="arch" type="xml">
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<form class="oe_form_configuration">
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<header>
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<button string="Apply" type="object" name="execute" class="oe_highlight"/>
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<button string="Cancel" type="object" name="cancel" class="oe_link"/>
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</header>
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<group string="Project Management" name="project_management">
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<field name="module_pad" widget="radio"/>
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<label for="id" string="Forecasts"/>
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<div>
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<div>
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<field name="module_project_forecast" widget="upgrade_boolean"/>
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<label for="module_project_forecast"/>
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<a href="https://www.youtube.com/watch?v=PWKez0gn6Ts" target="_blank"> More Info </a>
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</div>
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</div>
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<field name="module_rating_project" widget="radio"/>
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</group>
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<group name="timesheets"/>
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</form>
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</field>
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</record>
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<record id="action_config_settings" model="ir.actions.act_window">
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<field name="name">Configure Project</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">project.config.settings</field>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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</record>
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<menuitem id="base.menu_project_general_settings" name="Settings" parent="menu_project_config"
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sequence="0" action="action_config_settings" groups="base.group_system"/>
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</odoo>
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