User Feedback Form #53

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opened 2025-05-06 12:03:37 +00:00 by tobru · 0 comments

tobru commented

2025-05-06 12:03:37 +00:00

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Stories

As a user, I want to easy provide feedback or ask questions directly from the Servala Portal

Implementation Notes

Create a new main menu entry in an org context, called "Support"
Implement a form with just a text field and a submit button
Submitting the form creates a record in Odoo in the helpdesk.ticket model
Out of scope: Listing of already submitted tickets, viewing of details, etc. The support flow will be handled via E-Mail to begin with, we'll add a more integrated solution with ticket listing etc. later

Field mapping when creating a record in the helpdesk.ticket Odoo model:

name: Title of the support ticket. Generated "Servala Support - Organization $Organization.name"
team_id: Configurable integer (can differ depending on the Odoo environment, currently it's 5 in PreProd)
partner_id: See below
sale_order_id: $Organization.odoo_sale_order_id
description: Text of the text field

For partner_id: Use the email address of the currently logged-in user to search for a matching partner record (company_type=person and type=contact) where the parent_id matches $Organization.billing_entity.odoo_company_id. If exactly 1 exists, use this records' ID, if more than 1 exists, use the first one, if none exists, create a record with the information about the user at hand and use the resulting ID.

## Stories _As a user, I want to easy provide feedback or ask questions directly from the Servala Portal_ ## Implementation Notes * Create a new main menu entry in an org context, called "Support" * Implement a form with just a text field and a submit button * Submitting the form creates a record in Odoo in the `helpdesk.ticket` model * Out of scope: Listing of already submitted tickets, viewing of details, etc. The support flow will be handled via E-Mail to begin with, we'll add a more integrated solution with ticket listing etc. later Field mapping when creating a record in the `helpdesk.ticket` Odoo model: * `name`: Title of the support ticket. Generated "Servala Support - Organization `$Organization.name`" * `team_id`: Configurable integer (can differ depending on the Odoo environment, currently it's 5 in PreProd) * `partner_id`: See below * `sale_order_id`: `$Organization.odoo_sale_order_id` * `description`: Text of the text field For `partner_id`: Use the email address of the currently logged-in user to search for a matching partner record (`company_type=person` and `type=contact`) where the `parent_id` matches `$Organization.billing_entity.odoo_company_id`. If exactly 1 exists, use this records' ID, if more than 1 exists, use the first one, if none exists, create a record with the information about the user at hand and use the resulting ID.