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120 changes: 120 additions & 0 deletions mgmtsystem_action/README.rst
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==========================
Management System - Action
==========================

..
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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/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%2Fmanagement--system-lightgray.png?logo=github
:target: https://github.com/OCA/management-system/tree/18.0/mgmtsystem_action
:alt: OCA/management-system
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:alt: Translate me on Weblate
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module was written to manage Actions of your management system.

**Table of contents**

.. contents::
:local:

Installation
============

- Go to "Management System -> Configuration -> Settings"
- Under "Applications" enable "Actions" flag
- Save

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

**Configure stages**

Go to "Management System -> Configuration -> Actions -> Stages"

**Configure tags**

Go to "Management System -> Configuration -> Actions -> Tags"

Usage
=====

Go to "Management System -> Management System -> Actions" and create
your actions.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/management-system/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/management-system/issues/new?body=module:%20mgmtsystem_action%0Aversion:%2018.0%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
-------

* Savoir-faire Linux
* Camptocamp

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

- Savoir-faire Linux
- Simone Orsi <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Ernesto Tejeda

Trobz

- Dung Tran <[email protected]>
- Yvan Dotet <[email protected]>

TODO: many contribs to retrieve from history, we can open other PRs to
update this list.

Other credits
-------------

The development of this module has been financially supported by:

- Camptocamp

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/management-system <https://github.com/OCA/management-system/tree/18.0/mgmtsystem_action>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions mgmtsystem_action/__init__.py
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from . import models, reports
27 changes: 27 additions & 0 deletions mgmtsystem_action/__manifest__.py
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# Copyright (C) 2010 Savoir-faire Linux (<http://www.savoirfairelinux.com>).
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Management System - Action",
"version": "18.0.1.0.0",
"author": "Savoir-faire Linux, Camptocamp, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/management-system",
"license": "AGPL-3",
"category": "Management System",
"depends": ["mgmtsystem", "mail"],
"data": [
"data/mgmtsystem_action_stage.xml",
"data/automated_reminder.xml",
"data/email_template.xml",
"security/ir.model.access.csv",
"security/mgmtsystem_action_security.xml",
"data/action_sequence.xml",
"views/mgmtsystem_action.xml",
"views/mgmtsystem_action_stage.xml",
"views/mgmtsystem_action_tag.xml",
"reports/mgmtsystem_action_report.xml",
"views/menus.xml",
],
"demo": ["demo/mgmtsystem_action.xml"],
"installable": True,
}
8 changes: 8 additions & 0 deletions mgmtsystem_action/data/action_sequence.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="seq_mgmtsystem_action" model="ir.sequence">
<field name="name">Management System Action</field>
<field name="code">mgmtsystem.action</field>
<field name="padding">3</field>
</record>
</odoo>
12 changes: 12 additions & 0 deletions mgmtsystem_action/data/automated_reminder.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="ir_cron_mgmtsystem_action_reminder" model="ir.cron">
<field name="name">Email Action Reminders 10 days before due date.</field>
<field name="user_id" ref="base.user_root" />
<field name="interval_number">1</field>
<field name="interval_type">days</field>
<field name="model_id" ref="model_mgmtsystem_action" />
<field name="state">code</field>
<field name="code">model.process_reminder_queue()</field>
</record>
</odoo>
62 changes: 62 additions & 0 deletions mgmtsystem_action/data/email_template.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<!-- Email template for Action Reminders -->
<record id="email_template_new_action_reminder" model="mail.template">
<field name="name">Action Assigned</field>
<field
name="email_from"
>{{object.create_uid.company_id.email or 'noreply@localhost'}}</field>
<field name="subject">{{object.name}}</field>
<field name="email_to">{{object.user_id.email}}</field>
<field name="model_id" ref="model_mgmtsystem_action" />
<field name="auto_delete" eval="True" />
<field name="lang">{{object.create_uid.partner_id.lang}}</field>
<field name="body_html">
<![CDATA[
<p>Hello <t t-out="object.user_id.name"/>,</p>
<p>A new action has been assigned to you: <b><a t-att-href="object.get_action_url()"><t t-out="object.name"/></a></b></p>
<p><b>Deadline: </b><t t-out="object.date_deadline or ''"/></p>
<p>Please, use the action stages and messages to log progress.</p>
<p>
Thank you<br>
--<br>
Odoo
</p>
]]>
</field>
</record>

<!-- Email template for Action Reminders -->
<record id="action_email_template_reminder_action" model="mail.template">
<field name="name">Reminder to Responsible</field>
<field
name="email_from"
>{{object.create_uid.company_id.email or 'noreply@localhost'}}</field>
<field name="subject">Reminder on Action: "{{object.name}}"</field>
<field name="email_to">{{object.user_id.email}}</field>
<field name="model_id" ref="model_mgmtsystem_action" />
<field name="auto_delete" eval="True" />
<field name="lang">{{object.create_uid.partner_id.lang}}</field>
<field name="body_html">
<![CDATA[
<p>Hello <t t-out="object.user_id.name"/>,</p>
<p>
This is an automated message to remind you that the
following action is due to be completed in 10 days (<t t-out="object.date_deadline"/>):
<b><a t-att-href="object.get_action_url()"><t t-out="object.name"/></a></b>
</p>
<p>
Thank you and have a nice day.<br>
--<br>
Odoo
</p>
]]>
</field>
</record>
</odoo>
32 changes: 32 additions & 0 deletions mgmtsystem_action/data/mgmtsystem_action_stage.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="stage_draft" model="mgmtsystem.action.stage">
<field name="name">Draft</field>
<field name="sequence">0</field>
<field name="is_starting" eval="True" />
<field name="is_ending" eval="False" />
</record>

<record id="stage_open" model="mgmtsystem.action.stage">
<field name="name">In Progress</field>
<field name="sequence">250</field>
<field name="is_starting" eval="False" />
<field name="is_ending" eval="False" />
</record>

<record id="stage_close" model="mgmtsystem.action.stage">
<field name="name">Closed</field>
<field name="sequence">500</field>
<field name="is_starting" eval="False" />
<field name="is_ending" eval="True" />
<field name="fold" eval="True" />
</record>

<record id="stage_cancel" model="mgmtsystem.action.stage">
<field name="name">Cancelled</field>
<field name="sequence">750</field>
<field name="is_starting" eval="False" />
<field name="is_ending" eval="True" />
<field name="fold" eval="True" />
</record>
</odoo>
27 changes: 27 additions & 0 deletions mgmtsystem_action/demo/mgmtsystem_action.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<!-- demo data mgmtsystem.action -->
<record id="demo_immediate" model="mgmtsystem.action">
<field name="name">Add a comment to the revision</field>
<field name="type_action">immediate</field>
</record>

<record id="demo_corrective" model="mgmtsystem.action">
<field
name="name"
>Explain Administrator to add comments to the procedure when making changes.</field>
<field name="type_action">correction</field>
</record>

<record id="demo_preventive" model="mgmtsystem.action">
<field
name="name"
>Explain in the new-employee training manual that they need to add comments to the procedure when making changes</field>
<field name="type_action">prevention</field>
</record>

<record id="demo_improvement" model="mgmtsystem.action">
<field name="name">Manage your quality management system with Odoo :o)</field>
<field name="type_action">improvement</field>
</record>
</odoo>
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