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[ADD] helpdesk_mgmt_activity: Module added
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============================ | ||
Helpdesk Management Activity | ||
============================ | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:c77bb124906154be8648020f75af1b6c2dca2c419551445c18e60b86488fe429 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github | ||
:target: https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt_activity | ||
:alt: OCA/helpdesk | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/helpdesk-16-0/helpdesk-16-0-helpdesk_mgmt_activity | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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The module adds the following features: | ||
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- Refer a ticket to the Odoo model record | ||
- Set the list of models available for a Helpdesk team | ||
- Pre-configure ticket description template based on it's category | ||
- Create an activity for the referring record right from the Ticket | ||
- Change the Ticket's stage based on the activity state | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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**To Configure Available Odoo Models** | ||
====================================== | ||
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- Go to Helpdesk-->Configuration-->Settings | ||
- In the Available Models field add models available for a Helpdesk | ||
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To Configure Ticket's Stage on Activity State** | ||
=============================================== | ||
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- Go to Helpdesk-->Configuration--Teams | ||
- Create a "New" team or select an existing record | ||
- Enable the "Set Activities" checkbox to enable the feature | ||
- Select the "Done Activity Stage" to move the ticket when the activity is done | ||
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Usage | ||
===== | ||
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**Go to Helpdesk module** | ||
========================= | ||
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- Select a Team | ||
- Open a Ticket | ||
- Create a new Ticket | ||
- In the "Assign Activity" group | ||
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- Select a related model and record in the Source field | ||
- Select Activity type and due date | ||
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- Enter the Description | ||
- Click the "Perform Action" button | ||
- Ticket will be moved to the next preset state and activity will be created in the related model | ||
- If an activity is Done, the Ticket moves to the pre-defined stage | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/helpdesk/issues/new?body=module:%20helpdesk_mgmt_activity%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Cetmix OÜ | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Cetmix OÜ <https://cetmix.com>`_: | ||
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* Ivan Sokolov | ||
* Mikhail Lapin | ||
* Dessan Hemrayev | ||
* Maksim Shurupov | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/16.0/helpdesk_mgmt_activity>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# Copyright (C) 2024 Cetmix OÜ | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# Copyright (C) 2024 Cetmix OÜ | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Helpdesk Management Activity", | ||
"summary": "Create Activities for Odoo records from the Helpdesk", | ||
"version": "16.0.1.0.0", | ||
"license": "AGPL-3", | ||
"author": "Cetmix OÜ, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/helpdesk", | ||
"depends": ["helpdesk_mgmt"], | ||
"data": [ | ||
"views/res_config_settings_views.xml", | ||
"views/helpdesk_ticket_view.xml", | ||
"views/helpdesk_ticket_team_views.xml", | ||
], | ||
"application": False, | ||
} |
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# Copyright (C) 2024 Cetmix OÜ | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import res_config_settings | ||
from . import helpdesk_ticket | ||
from . import helpdesk_ticket_team | ||
from . import mail_activity |
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# Copyright (C) 2024 Cetmix OÜ | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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import ast | ||
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from odoo import _, api, fields, models | ||
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class HelpdeskTicket(models.Model): | ||
_inherit = "helpdesk.ticket" | ||
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can_create_activity = fields.Boolean(related="team_id.is_set_activity") | ||
res_model = fields.Char(string="Source Document Model", index=True) | ||
res_id = fields.Integer(string="Source Document", index=True) | ||
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record_ref = fields.Reference( | ||
selection="_referenceable_models", | ||
compute="_compute_record_ref", | ||
inverse="_inverse_record_ref", | ||
string="Source Record", | ||
) | ||
source_activity_type_id = fields.Many2one(comodel_name="mail.activity.type") | ||
date_deadline = fields.Date(string="Due Date", default=fields.Date.context_today) | ||
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@api.model | ||
def _referenceable_models(self): | ||
"""Select target model for source document""" | ||
model_ids_str = ( | ||
self.env["ir.config_parameter"] | ||
.sudo() | ||
.get_param("helpdesk_mgmt_activity.helpdesk_available_model_ids", "[]") | ||
) | ||
model_ids = ast.literal_eval(model_ids_str) | ||
if not model_ids: | ||
return [] | ||
IrModelAccess = self.env["ir.model.access"].with_user(self.env.user.id) | ||
available_models = self.env["ir.model"].search_read( | ||
[("id", "in", model_ids)], fields=["model", "name"] | ||
) | ||
return [ | ||
(model.get("model"), model.get("name")) | ||
for model in available_models | ||
if IrModelAccess.check(model.get("model"), "read", False) | ||
] | ||
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@api.depends("res_model", "res_id") | ||
def _compute_record_ref(self): | ||
"""Compute Source Document Reference""" | ||
for rec in self: | ||
if rec.res_model and rec.res_id: | ||
try: | ||
self.env[rec.res_model].browse(rec.res_id).check_access_rule("read") | ||
rec.record_ref = "%s,%s" % ( | ||
rec.res_model, | ||
rec.res_id, | ||
) | ||
except Exception: | ||
rec.record_ref = None | ||
else: | ||
rec.record_ref = None | ||
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def _inverse_record_ref(self): | ||
"""Set Source Document Reference""" | ||
for record in self: | ||
if record.record_ref: | ||
res_id = record.record_ref.id | ||
res_model = record.record_ref._name | ||
else: | ||
res_id, res_model = False, False | ||
record.write({"res_id": res_id, "res_model": res_model}) | ||
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def _check_activity_values(self): | ||
"""Check activity values for helpdesk ticket""" | ||
if not self.can_create_activity: | ||
raise models.UserError(_("You cannot create activity!")) | ||
if not (self.res_id and self.res_model): | ||
raise models.UserError(_("Source Record is not set!")) | ||
if not self.source_activity_type_id: | ||
raise models.UserError(_("Activity Type is not set!")) | ||
if not self.date_deadline: | ||
raise models.UserError(_("Date Deadline is not set!")) | ||
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def perform_action(self): | ||
self._check_activity_values() | ||
self.ensure_one() | ||
return { | ||
"type": "ir.actions.act_window", | ||
"name": "Helpdesk Ticket Action", | ||
"view_mode": "form", | ||
"res_model": "mail.activity", | ||
"view_type": "form", | ||
"context": { | ||
"default_res_model_id": self.env["ir.model"]._get_id(self.res_model), | ||
"default_res_id": self.res_id, | ||
"default_activity_type_id": self.source_activity_type_id.id, | ||
"default_date_deadline": self.date_deadline, | ||
"default_note": self.description, | ||
"default_ticket_id": self.id, | ||
"default_summary": self.name, | ||
"default_user_id": self.user_id.id, | ||
}, | ||
"target": "new", | ||
} |
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from odoo import fields, models | ||
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class HelpdeskTicketTeam(models.Model): | ||
_inherit = "helpdesk.ticket.team" | ||
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is_set_activity = fields.Boolean( | ||
string="Set Activities", | ||
help="Available to set activity on source record from ticket", | ||
) | ||
activity_stage_id = fields.Many2one( | ||
comodel_name="helpdesk.ticket.stage", | ||
string="Done Activity Stage", | ||
domain="['|', ('team_ids', 'in, []'), ('team_ids', 'in', [id])]", | ||
help="Move the ticket when the activity in source record is done", | ||
) |
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from odoo import fields, models | ||
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class MailActivity(models.Model): | ||
_inherit = "mail.activity" | ||
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ticket_id = fields.Many2one( | ||
comodel_name="helpdesk.ticket", | ||
help="Activity created from helpdesk ticket" | ||
"After closing this activity, ticket is moved to done stage", | ||
) | ||
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def _action_done(self, feedback=False, attachment_ids=None): | ||
# Get closed stage for ticket | ||
for ticket in self.mapped("ticket_id"): | ||
if ticket.team_id and ticket.team_id.activity_stage_id: | ||
# Change ticket stage | ||
ticket.stage_id = ticket.team_id.activity_stage_id.id | ||
return super()._action_done(feedback, attachment_ids) |
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import ast | ||
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from odoo import api, fields, models | ||
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class ResConfigSettings(models.TransientModel): | ||
_inherit = "res.config.settings" | ||
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helpdesk_available_model_ids = fields.Many2many( | ||
comodel_name="ir.model", | ||
domain="[('transient', '=', False)]", | ||
string="Available Models", | ||
help="Available models for set source record in helpdesk ticket", | ||
) | ||
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def set_values(self): | ||
super().set_values() | ||
ICPSudo = self.env["ir.config_parameter"].sudo() | ||
ICPSudo.set_param( | ||
"helpdesk_mgmt_activity.helpdesk_available_model_ids", | ||
str(self.helpdesk_available_model_ids.ids), | ||
) | ||
return | ||
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@api.model | ||
def get_values(self): | ||
res = super().get_values() | ||
ICPSudo = self.env["ir.config_parameter"].sudo() | ||
helpdesk_available_model_ids = ICPSudo.get_param( | ||
"helpdesk_mgmt_activity.helpdesk_available_model_ids", False | ||
) | ||
if helpdesk_available_model_ids: | ||
res.update( | ||
helpdesk_available_model_ids=ast.literal_eval( | ||
helpdesk_available_model_ids | ||
) | ||
) | ||
return res |
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**To Configure Available Odoo Models** | ||
====================================== | ||
|
||
- Go to Helpdesk-->Configuration-->Settings | ||
- In the Available Models field add models available for a Helpdesk | ||
|
||
To Configure Ticket's Stage on Activity State** | ||
=============================================== | ||
|
||
- Go to Helpdesk-->Configuration--Teams | ||
- Create a "New" team or select an existing record | ||
- Enable the "Set Activities" checkbox to enable the feature | ||
- Select the "Done Activity Stage" to move the ticket when the activity is done |
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* `Cetmix OÜ <https://cetmix.com>`_: | ||
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||
* Ivan Sokolov | ||
* Mikhail Lapin | ||
* Dessan Hemrayev | ||
* Maksim Shurupov |
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The module adds the following features: | ||
|
||
- Refer a ticket to the Odoo model record | ||
- Set the list of models available for a Helpdesk team | ||
- Pre-configure ticket description template based on it's category | ||
- Create an activity for the referring record right from the Ticket | ||
- Change the Ticket's stage based on the activity state |
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**Go to Helpdesk module** | ||
========================= | ||
|
||
- Select a Team | ||
- Open a Ticket | ||
- Create a new Ticket | ||
- In the "Assign Activity" group | ||
|
||
- Select a related model and record in the Source field | ||
- Select Activity type and due date | ||
|
||
- Enter the Description | ||
- Click the "Perform Action" button | ||
- Ticket will be moved to the next preset state and activity will be created in the related model | ||
- If an activity is Done, the Ticket moves to the pre-defined stage |
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