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161 changes: 161 additions & 0 deletions helpdesk_mgmt_activity/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

============================
Helpdesk Management Activity
============================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:43cad50035bccdae49efdf78ef385a3f79b80017ccea9d8ac7709b7beeffa612
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.. |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/license-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/19.0/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-19-0/helpdesk-19-0-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=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

The module adds the following features:

- Link a ticket to an Odoo model record
- Set the list of available models for a Helpdesk team
- Pre-configure ticket description template based on it's category
- Create an activity for the linked record right from the Ticket
- Change the Ticket's stage based on the activity state

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

To streamline your helpdesk operations you can set activities to the
pre-configured odoo modules records right from the Helpdesk.

The ticket will be moved to the pre-defined stage when the activity is
marked as done.

For instance:

A customer reaches the support team regarding a delayed shipment.  -
Assign Activity: The helpdesk support team user opens a ticket for the
relevant Inventory picking record with specific instructions to check
the shipment status and actions that must be taken. - Warehouse Action:
The assigned warehouse user sees the new activity in their Odoo
dashboard, follows the prescribed steps to investigate, and updates the
activity status accordingly. - Automated Updates: Once the warehouse
user marks the activity as done, the ticket automatically moves to the
"Awaiting" stage to be checked by the support team user.

Configuration
=============

**To Configure Available Odoo Models**
--------------------------------------

- Go to Helpdesk-->Configuration-->Settings
- In the Available Models field add models available for a Helpdesk

|Settings view|

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

|Team view|

.. |Settings view| image:: https://raw.githubusercontent.com/OCA/helpdesk/19.0/helpdesk_mgmt_activity/static/img/settings.png
.. |Team view| image:: https://raw.githubusercontent.com/OCA/helpdesk/19.0/helpdesk_mgmt_activity/static/img/team.png

Usage
=====

**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

|Helpdesk Activity Fields|

- 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

.. |Helpdesk Activity Fields| image:: https://raw.githubusercontent.com/OCA/helpdesk/19.0/helpdesk_mgmt_activity/static/img/helpdesk_activity_fields.png

Bug Tracker
===========

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:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Cetmix OÜ

Contributors
------------

- `Cetmix OÜ <https://cetmix.com>`__:

- Ivan Sokolov
- Mikhail Lapin
- Dessan Hemrayev
- Maksim Shurupov

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/19.0/helpdesk_mgmt_activity>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions helpdesk_mgmt_activity/__init__.py
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# Copyright (C) 2024 Cetmix OÜ
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
19 changes: 19 additions & 0 deletions helpdesk_mgmt_activity/__manifest__.py
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# Copyright (C) 2024 Cetmix OÜ
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Helpdesk Management Activity",
"summary": "Create Activities for Odoo records from the Helpdesk",
"version": "19.0.1.0.0",
"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/mail_activity_views.xml",
"views/helpdesk_ticket_team_views.xml",
],
"application": False,
}
177 changes: 177 additions & 0 deletions helpdesk_mgmt_activity/i18n/ar.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * helpdesk_mgmt_activity
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: Automatically generated\n"
"Language-Team: none\n"
"Language: ar\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 "
"&& n%100<=10 ? 3 : n%100>=11 ? 4 : 5;\n"

#. module: helpdesk_mgmt_activity
#: model:ir.model,name:helpdesk_mgmt_activity.model_mail_activity
msgid "Activity"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_activity.ticket_view_form
msgid "Activity Config"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "Activity Type is not set!"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,help:helpdesk_mgmt_activity.field_mail_activity__ticket_id
msgid ""
"Activity created from helpdesk ticketAfter closing this activity, ticket is "
"moved to done stage"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "Activity has been created!"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__assigned_user_id
msgid "Assigned User"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "Assigned User is not set!"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_res_config_settings__helpdesk_available_model_ids
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_activity.res_config_settings_view_form
msgid "Available Models"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,help:helpdesk_mgmt_activity.field_res_config_settings__helpdesk_available_model_ids
msgid "Available models for set source record in helpdesk ticket"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,help:helpdesk_mgmt_activity.field_helpdesk_ticket__can_create_activity
#: model:ir.model.fields,help:helpdesk_mgmt_activity.field_helpdesk_ticket_team__allow_set_activity
msgid "Available to set activity on source record from ticket"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model,name:helpdesk_mgmt_activity.model_res_config_settings
msgid "Config Settings"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "Date Deadline is not set!"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket_team__activity_stage_id
msgid "Done Activity Stage"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__date_deadline
msgid "Due Date"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_activity.res_config_settings_view_form
msgid "Helpdesk Activity"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model,name:helpdesk_mgmt_activity.model_helpdesk_ticket
msgid "Helpdesk Ticket"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model,name:helpdesk_mgmt_activity.model_helpdesk_ticket_team
msgid "Helpdesk Ticket Team"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__is_new_stage
msgid "Is New Stage"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_activity.res_config_settings_view_form
msgid "Models available for a Helpdesk"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,help:helpdesk_mgmt_activity.field_helpdesk_ticket_team__activity_stage_id
msgid "Move the ticket when the activity in source record is done"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__next_stage_id
msgid "Next Stage"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_activity.ticket_view_form
msgid "Perform Action"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__can_create_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket_team__allow_set_activity
msgid "Set Activities"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__source_activity_type_id
msgid "Source Activity Type"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__res_id
msgid "Source Document"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__res_model
msgid "Source Document Model"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_helpdesk_ticket__record_ref
msgid "Source Record"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "Source Record is not set!"
msgstr ""

#. module: helpdesk_mgmt_activity
#: model:ir.model.fields,field_description:helpdesk_mgmt_activity.field_mail_activity__ticket_id
msgid "Ticket"
msgstr ""

#. module: helpdesk_mgmt_activity
#. odoo-python
#: code:addons/helpdesk_mgmt_activity/models/helpdesk_ticket.py:0
msgid "You cannot create activity!"
msgstr ""
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