74 lines
2.4 KiB
Markdown
74 lines
2.4 KiB
Markdown
===============================
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helpdesk_convert_ticket_to_task
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===============================
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This module aims to convert a ticket into a task.
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It adds a "Convert to task" button in the ticket form view (in the button box).
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When clicked, a confirmation dialog appears, then the conversion process:
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* Creates a new task with the following fields copied from the ticket:
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* Name
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* Description
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* Project
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* Assigned user
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* Partner
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* Priority
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* Matches the task's service and request type based on the ticket's category
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and request type (by name matching).
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* Copies all chatter messages and their attachments to the new task.
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* Copies all attachments from the ticket to the task.
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* Copies all followers (subscribers) to the new task.
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* Posts a message in the new task's chatter with a link to the original ticket.
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* Posts a message in the ticket's chatter with a link to the new task.
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* Archives the ticket and links it to the new task.
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* Transfers all timesheets from the ticket to the task.
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* Redirects the user to the newly created task form.
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# Installation
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Use Odoo normal module installation procedure to install
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`helpdesk_convert_ticket_to_task`.
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This module depends on:
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* `helpdesk_mgmt`: provides the base helpdesk ticket functionality.
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* `helpdesk_mgmt_project`: provides the link between tickets and projects.
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* `helpdesk_request_type`: provides the request type field on tickets.
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* `project_request_data`: provides the service and request type fields on tasks.
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* `project_task_add_very_high`: provides extended priority values (2 and 3) on
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tasks to match ticket priorities.
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* `helpdesk_transfer_timesheet_to_task`: provides the timesheet transfer
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functionality from ticket to task.
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# Known issues / Roadmap
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A current limitation is that one task can be linked to many tickets.
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Thus, the above task fields are filled up at the creation of the task from a ticket form
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but are not updated when the linked tickets are updated.
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# Bug Tracker
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Bugs are tracked on [our issues website](https://git.elabore.coop/Elabore/helpdesk-tools/issues). In case of
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trouble, please check there if your issue has already been
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reported. If you spotted it first, help us smashing it by providing a
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detailed and welcomed feedback.
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# Credits
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## Contributors
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- Quentin Mondot
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## Funders
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The development of this module has been financially supported by:
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- Elabore (https://elabore.coop)
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## Maintainer
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This module is maintained by Elabore.
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