Benjamin Frantzen (bfr)
e4a4ffb974
- Rename the 'Use Rating on Project' feature into 'Customer Ratings' - Rename the 'Set Email Template to Stages' link to 'Set a Rating Email Template on Stages' - Add an optional list view for the Stages menu - display warning if the rating_template_id field is set and if one of the selected project_ids doesn't have the rating_status field set to true - Project form view revamp - rename the '% on tasks' stat button into 'Customer Satisfaction' - Remove the 'no option' for the rating frequency field because it is required - project form : Add a 'Go to Website' stat button - Project dashboard: remove the 'Customer Ratings' menu item in more - Ratings page: the 'Last 30 days' filter include ratings from today - remove the Appointment / Helpdesk Customer Satisfaction / Live Support menu items TASK ID : 1251
289 lines
16 KiB
XML
289 lines
16 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<record id="ir_cron_rating_project" model="ir.cron">
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<field name="name">Project: Send rating</field>
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<field name="model_id" ref="project.model_project_project"/>
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<field name="state">code</field>
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<field name="code">model._send_rating_all()</field>
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<field name="interval_type">days</field>
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<field name="numbercall">-1</field>
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</record>
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<!-- Task-related subtypes for messaging / Chatter -->
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<record id="mt_task_new" model="mail.message.subtype">
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<field name="name">Task Created</field>
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<field name="res_model">project.task</field>
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<field name="default" eval="False"/>
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<field name="hidden" eval="True"/>
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<field name="description">Task Created</field>
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</record>
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<record id="mt_task_blocked" model="mail.message.subtype">
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<field name="name">Task Blocked</field>
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<field name="res_model">project.task</field>
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<field name="default" eval="False"/>
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<field name="description">Task blocked</field>
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</record>
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<record id="mt_task_ready" model="mail.message.subtype">
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<field name="name">Task Ready</field>
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<field name="res_model">project.task</field>
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<field name="default" eval="False"/>
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<field name="description">Task ready for Next Stage</field>
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</record>
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<record id="mt_task_stage" model="mail.message.subtype">
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<field name="name">Stage Changed</field>
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<field name="res_model">project.task</field>
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<field name="default" eval="False"/>
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<field name="description">Stage changed</field>
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</record>
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<record id="mt_task_rating" model="mail.message.subtype">
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<field name="name">Task Rating</field>
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<field name="res_model">project.task</field>
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<field name="default" eval="True"/>
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<field name="description">Ratings</field>
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</record>
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<!-- Project-related subtypes for messaging / Chatter -->
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<record id="mt_project_task_new" model="mail.message.subtype">
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<field name="name">Task Created</field>
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<field name="sequence">10</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_task_new"/>
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<field name="relation_field">project_id</field>
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</record>
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<record id="mt_project_task_blocked" model="mail.message.subtype">
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<field name="name">Task Blocked</field>
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<field name="sequence">11</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_task_blocked"/>
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<field name="relation_field">project_id</field>
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</record>
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<record id="mt_project_task_ready" model="mail.message.subtype">
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<field name="name">Task Ready</field>
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<field name="sequence">12</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_task_ready"/>
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<field name="relation_field">project_id</field>
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</record>
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<record id="mt_project_task_stage" model="mail.message.subtype">
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<field name="name">Task Stage Changed</field>
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<field name="sequence">13</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_task_stage"/>
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<field name="relation_field">project_id</field>
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</record>
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<record id="mt_project_task_rating" model="mail.message.subtype">
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<field name="name">Task Rating</field>
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<field name="sequence">14</field>
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<field name="res_model">project.project</field>
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<field name="default" eval="True"/>
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<field name="parent_id" ref="mt_task_rating"/>
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<field name="relation_field">project_id</field>
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</record>
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<record forcecreate="False" id="project_project_data" model="project.project">
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<field name="name">Start here to discover Odoo</field>
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<field name="privacy_visibility">followers</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="active" eval="False"/>
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<field name="alias_name">discover</field>
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<field name="alias_model_id" ref="model_project_task"/>
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<field name="alias_contact">everyone</field>
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<field name="alias_defaults">{'project_id': 1}</field>
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<field name="alias_force_thread_id">0</field>
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<field name="alias_parent_model_id" ref="model_project_project"/>
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<field name="rating_status">stage</field>
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</record>
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<record forcecreate="False" id="project_stage_data_0" model="project.task.type">
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<field name="sequence">1</field>
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<field name="name">First Steps</field>
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<field name="project_ids" eval="[(4, ref('project_project_data'))]"/>
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</record>
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<record forcecreate="False" id="project_stage_data_1" model="project.task.type">
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<field name="sequence">2</field>
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<field name="name">Getting Better</field>
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<field name="project_ids" eval="[(4, ref('project_project_data'))]"/>
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</record>
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<record forcecreate="False" id="project_stage_data_2" model="project.task.type">
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<field name="sequence">3</field>
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<field name="name">Wow... You're Amazing!</field>
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<field name="project_ids" eval="[(4, ref('project_project_data'))]"/>
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</record>
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<record forcecreate="False" id="project_task_data_0" model="project.task">
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<field name="sequence">1</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="active" eval="False"/>
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<field name="name">Welcome to Odoo</field>
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<field name="description" type="xml">
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<p>Welcome!</p>
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<p>This project has the objective to show you all the main features from the project app.</p>
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<p>Each card will teach you tips and tricks to easily manage your projects and tasks.</p>
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</field>
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<field name="color">2</field>
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<field name="stage_id" ref="project_stage_data_0"/>
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</record>
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<record forcecreate="False" id="project_task_data_1" model="project.task">
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<field name="sequence">5</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Try to play with the filters</field>
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<field name="description" type="xml">
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<p>Go back to the tasks view to play with the filters. Try to identify unassigned tasks or tasks that are overdue, for instance.</p>
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<p>Hint: the filters and the search bar are available in the top right corner of your screen.</p>
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</field>
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<field name="stage_id" ref="project_stage_data_1"/>
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</record>
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<record forcecreate="False" id="project_task_data_5" model="project.task">
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<field name="sequence">2</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Try to drag & drop this task wherever your want</field>
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<field name="description">... or try changing the status of your task from here.</field>
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<field name="kanban_state">done</field>
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<field name="stage_id" ref="project_stage_data_0"/>
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</record>
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<record forcecreate="False" id="project_task_data_2" model="project.task">
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<field name="sequence">3</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Star this task to prioritize it</field>
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<field name="description" type="xml"><p>Click on the top left icon to prioritize this task and go back to the kanban view.</p> <p>Your task is now at the top of the stage.</p></field>
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<field name="stage_id" ref="project_stage_data_0"/>
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</record>
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<record forcecreate="False" id="project_task_data_4" model="project.task">
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<field name="sequence">3</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Use the chatter to collaborate with your team</field>
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<field name="stage_id" ref="project_stage_data_1"/>
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</record>
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<record forcecreate="False" id="msg_task_4" model="mail.message">
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<field name="subject">Converse with your customers and colleagues</field>
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<field name="model">project.task</field>
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<field name="author_id" ref="base.partner_root"/>
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<field name="res_id" ref="project_task_data_4"/>
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<field name="body">Use this chatter to send emails. Add new people in the followers list to make them aware about the main changes about this task.</field>
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<field name="message_type">email</field>
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<field name="subtype_id" ref="mail.mt_comment"/>
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</record>
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<record forcecreate="False" id="msg_task_4_1" model="mail.message">
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<field name="subject">Converse with your customers and colleagues</field>
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<field name="model">project.task</field>
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<field name="author_id" ref="base.partner_root"/>
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<field name="res_id" ref="project_task_data_4"/>
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<field name="body">Use @ mentions to ping a colleague or # mentions to contact an entire team. The people following this task won't be notified of the note you are logging unless you specifically tag them.</field>
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<field name="message_type">comment</field>
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<field name="subtype_id" ref="mail.mt_note"/>
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</record>
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<record forcecreate="False" id="project_task_data_10" model="project.task">
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<field name="sequence">4</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Organize your work by using activities.</field>
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<field name="stage_id" ref="project_stage_data_1"/>
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</record>
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<record forcecreate="False" id="mail_activity_task_4" model="mail.activity">
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<field name="res_id" ref="project_task_data_10"/>
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<field name="res_model_id" ref="model_project_task"/>
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<field name="activity_type_id" ref="mail.mail_activity_data_todo" />
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<field name="date_deadline" eval="datetime.now()+timedelta(days=5)"/>
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<field name="summary">Use activities to organize your work. Try marking this activity as done.</field>
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<field name="create_uid" ref="base.user_root"/>
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<field name="user_id" ref="base.user_root"/>
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</record>
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<record forcecreate="False" id="project_tag_data" model="project.tags">
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<field name="name">Need Assistance</field>
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<field name="color" eval="5"/>
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</record>
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<record forcecreate="False" id="project_task_data_6" model="project.task">
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<field name="sequence">1</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Use tags to categorize your tasks</field>
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<field name="kanban_state">blocked</field>
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<field name="stage_id" ref="project_stage_data_1"/>
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<field name="description" type="xml"><p>Tags will be represented by colored dots on your task's card.</p>
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<p>Click on a tag to define its color.</p>
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<p>Tip: you can also define a color for your task from the tasks view.</p></field>
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<field name="tag_ids" eval="[(6,0,[ref('project.project_tag_data')])]"/>
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</record>
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<record forcecreate="False" id="project_task_data_12" model="project.task">
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<field name="sequence">1</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="color">3</field>
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<field name="name">Try to customize this card. Change its background.</field>
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<field name="description">Use the edit icon on the card from the tasks view to customize its background.</field>
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<field name="stage_id" ref="project_stage_data_2"/>
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</record>
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<record forcecreate="False" id="project_task_data_13" model="project.task">
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<field name="sequence">4</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Set this task as being 'Ready for next stage'</field>
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<field name="description" type="xml"><p>You can change this task's state by clicking on the small circle on the card, or here, next to the task's title.</p>
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<p>Kanban states are perfect to let your colleagues know that your task is ready to be proceeded or that you need help on something.</p></field>
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<field name="stage_id" ref="project_stage_data_0"/>
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</record>
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<record forcecreate="False" id="project_task_data_9" model="project.task">
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<field name="sequence">2</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">You want to add a stage? Add a new column!</field>
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<field name="stage_id" ref="project_stage_data_2"/>
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<field name="description" type="xml"><p>Click on the last column of your tasks view to create a stage.</p><p>Feel free to adapt the steps to your business workflow by drag & dropping your stages in the right places.</p> <p>Tip: You can also fold the stages you don't need to see permanently.</p></field>
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</record>
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<record forcecreate="false" id="project_task_data_11" model="project.task">
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<field name="sequence">2</field>
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<field name="user_id" ref="base.user_admin"/>
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<field name="priority">0</field>
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">You can set a deadline on a task</field>
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<field name="description" type="xml"><p>Deadlines are useful to get things done on time.</p><p>You will get visual clues when the due date is close or due.</p></field>
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<field name="stage_id" ref="project_stage_data_1"/>
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<field name="date_deadline" eval="datetime.now()-timedelta(days=7)"/>
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</record>
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<record forcecreate="false" id="project_task_data_15" model="project.task">
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<field name="sequence">5</field>
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<field name="priority">0</field>
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<field name="user_id" eval="False" />
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<field name="project_id" ref="project.project_project_data"/>
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<field name="name">Assign yourself to this task</field>
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<field name="stage_id" ref="project_stage_data_0"/>
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</record>
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</odoo>
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