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helpdesk's Introduction

Helpdesk

helpdesk's People

Contributors

jefmoura avatar tainaml avatar

Watchers

James Cloos avatar Robert Rübner avatar Jens Holze avatar Mercedes Scenna avatar  avatar Benjamin Bachmann avatar

Forkers

isabella232

helpdesk's Issues

[Feature] Improvement

There are some improvements to do.

  • Remove Create button
  • Remove HTML from agent and helpdesk manager order tree
  • Create more rules in ir.model.access.csv
  • Finish filling the fields
  • Remove Tracked from state
  • Hide partner_id and company_id order fields
    • Create an element like ir.ui.view for helpdesk.order and insert buttons there
    • Replace the button actions

Scenario

Company X is a b2b company, offering service to other companies and its employees. The employees, who are the final customers, can create and follow their orders through a company portal. Nowadays, when they have any issue related to the portal or to the process, it is necessary to contact Company X in order to solve it.

Create Models [High priority]

Defined the object structures, we have to create the models to map the relational objetcs.
To start we can create models to these objects:

  • Order
  • Answer
  • Track/Follow

P.S.: Don't forget to include the relationship of fields.

Modeling objects [High priority]

We must define the structure of the helpdesk objects.
To initialize we should define:

  • order
  • answer
  • track/follow

P.S.: Define the relationship between objects, inclusive.

Fix: Syntax error [High priority]

There are some errors on project. We have to fix the code and create unit tests.

  • Change rules from security/ir.model.access.csv
  • Fix syntax - views/order_view.xml
  • Fix syntax - models/models.py
  • Move models.py to main folder
  • Move security/security.xml to top of data in openerp.py

Create workflows [Medium priority]

  • Insert buttons
    • New Order
    • Open
    • Solved
    • Delete
    • Send message
    • Track
    • Assign
  • Create methods
    • action_open()
    • action_solved()
    • action_deleted()
    • action_message()
    • action_track()
    • action_assign()

Create Actions and Menus [High priority]

Create window actions to show the lists of orders and order form.

  • Window action to my_order_tree_view
  • Window action to company_order_tree_view
  • Window action to tracked_order_tree_view
  • Window action to open_order_tree_view
  • Window action to order_form_view
  • Menus

Create security [Medium priority]

  • Create a new file /security/security.xml to hold the groups
  • Edit the file /security/ir.model.access.csv with the access rights to the models
  • Update openerp**.py** to add the new data files to it
  • Create groups
    • Employee
    • Company Manager
    • Agent
    • HelpDesk Manager

Create Unit Tests [High priority]

We have to test all aspect of the plugin.
Tests that have to be created.:

  • Create order
  • Delete order
  • Close order from:
    • Employee
    • Manager
  • Send a message from:
    • Employee
    • Manager
    • Agent
    • Manager(Helpdesk)
  • Track issue
  • Assign issue

Mail threads/replies

we could give more powerful e-mail integration between the users, do you agree? :)

Create a Docker instance

  • We have to create a docker instance to run our module on Odoo.
  • We can use this DOCKERFILE
    • Modify Dockerfile to run wget with our repository and paste the addon in the addon folder of Odoo.

Create View [High priority]

Define the way the records of the models are displayed.

  • Order view to list employee and manager orders
  • Order view to list all orders from a specific company
  • Order view to list tracked orders to agent
  • Order view to list open orders to agent
  • Order view to list all order
  • Order form view

PM Tasks

  • Create workflows
  • Define the stakeholders interaction
  • Define requirements for the product
  • Create tickets according to the requirements

Fix: Company ID

I forgot to include the field company_id on Order Model.
Insert the field in:

  • helpdesk.order, model.py
  • company_order_tree_view, order_view.xml

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