[17.0][IMP] helpdesk_mgmt: allowed contacts by team

helpdesk_mgmt/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 ===================
 Helpdesk Management
 ===================
@@ -17,7 +13,7 @@ Helpdesk Management
 .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
     :target: https://odoo-community.org/page/development-status
     :alt: Production/Stable
-.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+.. |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
@@ -100,8 +96,15 @@ Teams
 3. Set the name for the team.
 4. Add the teams members.
 5. You can also Activate or Deactivate teams.
+6. Contact based on Helpdesk Team
+
+   - You can set a default contact for the team.
+   - You can allow a list of specific contacts.
+   - If "unique contact" is enabled, only the default contact can be
+     used. |image4| |image5| If nothing is configured, all contacts are
+     available.
 
-|image4|
+|image6|
 
 Tags
 ----
@@ -113,7 +116,7 @@ Tags
 4. Set the color index for the tag.
 5. You can also Activate or Deactivate tags.
 
-|image5|
+|image7|
 
 Permissions
 -----------
@@ -132,8 +135,10 @@ permissions set in Helpdesk.
 .. |image1| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Channels.PNG
 .. |image2| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Categories.PNG
 .. |image3| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Stages.PNG
-.. |image4| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG
-.. |image5| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG
+.. |image4| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Team_allowed_partners.PNG
+.. |image5| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Ticket_allowed_contact.PNG
+.. |image6| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG
+.. |image7| image:: https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG
 
 Usage
 =====

helpdesk_mgmt/demo/helpdesk_demo.xml

@@ -76,6 +76,19 @@
         <field name="company_id" ref="base.main_company" />
         <field name="alias_id" ref="mail_alias_3" />
     </record>
+    <record id="helpdesk_team_4" model="helpdesk.ticket.team">
+        <field eval="&quot;Systems&quot;" name="name" />
+        <field name="user_ids" eval="[(6,0,[ref('base.user_root')])]" />
+        <field eval="&quot;1&quot;" name="active" />
+        <field name="category_ids" eval="[(6,0,[ref('helpdesk_category_2')])]" />
+        <field name="company_id" ref="base.main_company" />
+        <field name="alias_id" ref="mail_alias_3" />
+        <field name="default_partner_id" ref="base.res_partner_1" />
+        <field
+            name="allowed_partner_ids"
+            eval="[(6,0,[ref('base.res_partner_1'), ref('base.res_partner_2')])]"
+        />
+    </record>
     <!-- Tags -->
     <record id="helpdesk_tag_1" model="helpdesk.ticket.tag">
         <field eval="&quot;Hard&quot;" name="name" />
@@ -190,4 +203,14 @@
         <field name="team_id" ref="helpdesk_team_3" />
         <field name="category_id" ref="helpdesk_category_5" />
     </record>
+    <record id="helpdesk_ticket_9" model="helpdesk.ticket">
+        <field eval="&quot;System needs&quot;" name="name" />
+        <field eval="&quot;System needs&quot;" name="description" />
+        <field eval="&quot;Jamie Mads&quot;" name="partner_name" />
+        <field eval="&quot;2&quot;" name="priority" />
+        <field name="user_id" ref="base.user_demo" />
+        <field name="stage_id" ref="helpdesk_ticket_stage_in_progress" />
+        <field name="team_id" ref="helpdesk_team_4" />
+        <field name="channel_id" ref="helpdesk_ticket_channel_phone" />
+    </record>
 </odoo>

helpdesk_mgmt/models/helpdesk_ticket.py

@@ -89,6 +89,10 @@ def _read_group_stage_ids(self, stages, domain, order):
         domain="['|',('team_ids', '=', team_id),('team_ids','=',False)]",
     )
     partner_id = fields.Many2one(comodel_name="res.partner", string="Contact")
+    partner_id_domain = fields.Binary(
+        help="This is the computed domain to filter partners.",
+        compute="_compute_partner_id_domain",
+    )
     commercial_partner_id = fields.Many2one(
         string="Commercial Partner",
         store=True,
@@ -170,6 +174,30 @@ def _onchange_partner_id(self):
             self.partner_name = self.partner_id.name
             self.partner_email = self.partner_id.email
 
+    @api.depends(
+        "team_id",
+        "team_id.default_partner_id",
+        "team_id.allowed_partner_ids",
+        "team_id.is_unique_partner",
+    )
+    def _compute_partner_id_domain(self):
+        for record in self:
+            if record.team_id and record.team_id.default_partner_id:
+                record.partner_id = record.team_id.default_partner_id
+                if record.team_id.is_unique_partner:
+                    record.partner_id_domain = [
+                        ("id", "=", record.team_id.default_partner_id.id)
+                    ]
+                elif record.team_id.allowed_partner_ids:
+                    partners = record.team_id.allowed_partner_ids
+                    if record.team_id.default_partner_id:
+                        partners |= record.team_id.default_partner_id
+                    record.partner_id_domain = [("id", "in", partners.ids)]
+                else:
+                    record.partner_id_domain = []
+            else:
+                record.partner_id_domain = []
+
     # ---------------------------------------------------
     # CRUD
     # ---------------------------------------------------

helpdesk_mgmt/models/helpdesk_ticket_team.py

@@ -75,6 +75,13 @@ class HelpdeskTeam(models.Model):
         compute="_compute_complete_name", store=True, recursive=True
     )
     parent_path = fields.Char(index=True, unaccent=False)
+    default_partner_id = fields.Many2one(
+        comodel_name="res.partner",
+    )
+    is_unique_partner = fields.Boolean()
+    allowed_partner_ids = fields.Many2many(
+        comodel_name="res.partner",
+    )
 
     @api.depends("name", "parent_id.complete_name")
     def _compute_complete_name(self):
@@ -86,6 +93,11 @@ def _compute_complete_name(self):
             else:
                 record.complete_name = record.name
 
+    @api.onchange("default_partner_id")
+    def _onchange_default_partner_id(self):
+        if not self.default_partner_id:
+            self.is_unique_partner = False
+
     def _get_applicable_stages(self):
         if self:
             domain = [

helpdesk_mgmt/readme/CONFIGURE.md

@@ -53,6 +53,13 @@ in the list view.
 3.  Set the name for the team.
 4.  Add the teams members.
 5.  You can also Activate or Deactivate teams.
+6.  Contact based on Helpdesk Team
+    - You can set a default contact for the team.
+    - You can allow a list of specific contacts.
+    - If "unique contact" is enabled, only the default contact can be used.
+![](../static/description/Team_allowed_partners.PNG)
+![](../static/description/Ticket_allowed_contact.PNG)
+If nothing is configured, all contacts are available.
 
 ![](../static/description/Teams.PNG)
 

helpdesk_mgmt/static/description/index.html

@@ -3,7 +3,7 @@
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
 <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>README.rst</title>
+<title>Helpdesk Management</title>
 <style type="text/css">
 
 /*
@@ -360,21 +360,16 @@
 </style>
 </head>
 <body>
-<div class="document">
+<div class="document" id="helpdesk-management">
+<h1 class="title">Helpdesk Management</h1>
 
-
-<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
-<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
-</a>
-<div class="section" id="helpdesk-management">
-<h1>Helpdesk Management</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:1c0772d3e0e1cd6d2c1343938b51a68ed925b92b3a9e3b2c4eb9ffd2e5a872bc
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt"><img alt="OCA/helpdesk" src="https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/helpdesk-17-0/helpdesk-17-0-helpdesk_mgmt"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/helpdesk/tree/17.0/helpdesk_mgmt"><img alt="OCA/helpdesk" src="https://img.shields.io/badge/github-OCA%2Fhelpdesk-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/helpdesk-17-0/helpdesk-17-0-helpdesk_mgmt"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/helpdesk&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module adds Helpdesk functionality in Odoo.</p>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
@@ -400,7 +395,7 @@ <h1>Helpdesk Management</h1>
 </ul>
 </div>
 <div class="section" id="configuration">
-<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 <p>To configure this module, you need to:</p>
 <ol class="arabic simple">
 <li>Edit or create new channels.</li>
@@ -410,7 +405,7 @@ <h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
 <li>Edit or create new tags.</li>
 </ol>
 <div class="section" id="channels">
-<h3><a class="toc-backref" href="#toc-entry-2">Channels</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-2">Channels</a></h2>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk &gt; Configuration &gt; Channels</em> to edit or create new
 channels.</li>
@@ -421,7 +416,7 @@ <h3><a class="toc-backref" href="#toc-entry-2">Channels</a></h3>
 <p><img alt="image1" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Channels.PNG" /></p>
 </div>
 <div class="section" id="categories">
-<h3><a class="toc-backref" href="#toc-entry-3">Categories</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-3">Categories</a></h2>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk &gt; Configuration &gt; Categories</em> to edit or create new
 categories.</li>
@@ -432,7 +427,7 @@ <h3><a class="toc-backref" href="#toc-entry-3">Categories</a></h3>
 <p><img alt="image2" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Categories.PNG" /></p>
 </div>
 <div class="section" id="stages">
-<h3><a class="toc-backref" href="#toc-entry-4">Stages</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-4">Stages</a></h2>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk &gt; Configuration &gt; Stages</em> to edit or create new
 stages.</li>
@@ -451,18 +446,26 @@ <h3><a class="toc-backref" href="#toc-entry-4">Stages</a></h3>
 in the list view.</p>
 </div>
 <div class="section" id="teams">
-<h3><a class="toc-backref" href="#toc-entry-5">Teams</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-5">Teams</a></h2>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk &gt; Configuration &gt; Teams</em> to edit or create new teams.</li>
 <li>Edit or create a new team.</li>
 <li>Set the name for the team.</li>
 <li>Add the teams members.</li>
 <li>You can also Activate or Deactivate teams.</li>
+<li>Contact based on Helpdesk Team<ul>
+<li>You can set a default contact for the team.</li>
+<li>You can allow a list of specific contacts.</li>
+<li>If “unique contact” is enabled, only the default contact can be
+used. <img alt="image4" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Team_allowed_partners.PNG" /> <img alt="image5" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Ticket_allowed_contact.PNG" /> If nothing is configured, all contacts are
+available.</li>
+</ul>
+</li>
 </ol>
-<p><img alt="image4" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG" /></p>
+<p><img alt="image6" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Teams.PNG" /></p>
 </div>
 <div class="section" id="tags">
-<h3><a class="toc-backref" href="#toc-entry-6">Tags</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-6">Tags</a></h2>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk &gt; Configuration &gt; Ticket Tags</em> to edit or create new
 tags.</li>
@@ -471,10 +474,10 @@ <h3><a class="toc-backref" href="#toc-entry-6">Tags</a></h3>
 <li>Set the color index for the tag.</li>
 <li>You can also Activate or Deactivate tags.</li>
 </ol>
-<p><img alt="image5" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG" /></p>
+<p><img alt="image7" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tags.PNG" /></p>
 </div>
 <div class="section" id="permissions">
-<h3><a class="toc-backref" href="#toc-entry-7">Permissions</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-7">Permissions</a></h2>
 <p>There are restrictions to read tickets according to the user’s
 permissions set in Helpdesk.</p>
 <ol class="arabic simple">
@@ -489,7 +492,7 @@ <h3><a class="toc-backref" href="#toc-entry-7">Permissions</a></h3>
 </div>
 </div>
 <div class="section" id="usage">
-<h2><a class="toc-backref" href="#toc-entry-8">Usage</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-8">Usage</a></h1>
 <ol class="arabic simple">
 <li>Go to <em>Helpdesk</em> or <em>Helpdesk &gt; Dashboard</em> to see the tickets
 dashboard</li>
@@ -513,7 +516,7 @@ <h2><a class="toc-backref" href="#toc-entry-8">Usage</a></h2>
 <p><img alt="Tickets01" src="https://raw.githubusercontent.com/OCA/helpdesk/17.0/helpdesk_mgmt/static/description/Tickets01.PNG" /></p>
 </div>
 <div class="section" id="known-issues-roadmap">
-<h2><a class="toc-backref" href="#toc-entry-9">Known issues / Roadmap</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-9">Known issues / Roadmap</a></h1>
 <ul class="simple">
 <li>Add a tour feature similar to what the <tt class="docutils literal">project</tt> module defines to
 discover projects / tasks.</li>
@@ -523,17 +526,17 @@ <h2><a class="toc-backref" href="#toc-entry-9">Known issues / Roadmap</a></h2>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
-<h2><a class="toc-backref" href="#toc-entry-10">Bug Tracker</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-10">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/helpdesk/issues">GitHub Issues</a>.
 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
 <a class="reference external" href="https://github.com/OCA/helpdesk/issues/new?body=module:%20helpdesk_mgmt%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h2><a class="toc-backref" href="#toc-entry-11">Credits</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-11">Credits</a></h1>
 <div class="section" id="authors">
-<h3><a class="toc-backref" href="#toc-entry-12">Authors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-12">Authors</a></h2>
 <ul class="simple">
 <li>AdaptiveCity</li>
 <li>Tecnativa</li>
@@ -545,7 +548,7 @@ <h3><a class="toc-backref" href="#toc-entry-12">Authors</a></h3>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h3><a class="toc-backref" href="#toc-entry-13">Contributors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-13">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://www.domatix.com">Domatix</a>:<ul>
 <li>Carlos Martínez</li>
@@ -601,7 +604,7 @@ <h3><a class="toc-backref" href="#toc-entry-13">Contributors</a></h3>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h3><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org">
 <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -614,6 +617,5 @@ <h3><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h3>
 </div>
 </div>
 </div>
-</div>
 </body>
 </html>