Metadata-Version: 2.4
Name: odoo-addon-helpdesk_split_and_merge
Version: 16.0.1.0.5
Summary: Split and Merge Helpdesk Tickets
Home-page: https://gitlab.com/somitcoop/erp-research/odoo-helpdesk
Author: Som It Cooperatiu SCCL
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-helpdesk_mgmt<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a
Dynamic: author
Dynamic: classifier
Dynamic: description
Dynamic: home-page
Dynamic: license
Dynamic: requires-dist
Dynamic: requires-python
Dynamic: summary

#################################
 Helpdesk Ticket Split and Merge
#################################

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
   :alt: Beta
   :target: https://odoo-community.org/page/development-status

.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
   :alt: License: AGPL-3
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html

|badge1| |badge2|

This module extends the functionality of the Helpdesk to support
splitting and merging of tickets.

Splitting allows a ticket to be divided into multiple sub-tickets. This
is useful when a ticket contains multiple issues that need to be handled
separately. Each sub-ticket can be assigned to a different team member
and tracked independently.

Merging allows multiple tickets to be combined into one. This is helpful
when a customer reports the same issue multiple times, or when several
customers report the same issue. The original tickets are moved to a
specified stage and closed.

When merging, there is an option to transfer all communications (emails
and notes) and scheduled activities from the source ticket to the
destination ticket. This option is enabled by default, ensuring no
important information is lost during the merge. A log entry is posted on
the destination ticket documenting the transfer.

The module also includes a configuration setting for the stage to which
tickets are moved when they are closed by a merge, and an email template
for notifying customers about a merged ticket.

Please note that tickets can only be split or merged if they belong to
the same partner. A ticket cannot be split if it is a sub-ticket, and a
ticket cannot be merged if it has been merged before or it is closed.

**Table of contents**

.. contents::
   :local:

***************
 Configuration
***************

After installed, you will have a couple of settings to get the full
potential of this module. They can be found just by going to the
settings app and in general settings you will see a new entry where you
will be able to set:

-  Stage to which tickets will be moved when they are closed by a merge.
-  Email template to send when the ticket was merged (leave empty if
   not)

*******
 Usage
*******

To use this module, you need to:

#. Go to Helpdesk > Tickets

#. Open a ticket

#. Click on the "Split" button to create a sub-ticket or "Merge" button
   to merge it with another ticket

#. In the wizard that appears, fill in the necessary details and click
   on "Split" or "Merge"

#. The new sub-ticket will appear in the ticket's "Sub-Tickets" tab, or
   the merged ticket will be moved to the specified stage and an email
   notification will be sent if configured.

Note: Tickets can only be split or merged if they belong to the same
partner. A ticket cannot be split if it is a sub-ticket, and a ticket
cannot be merged if it has been merged before or it is closed.

************************
 Known issues / Roadmap
************************

There are no issues for the moment.

*************
 Bug Tracker
*************

Bugs are tracked on `GitLab Issues
<https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/issues>`_. In
case of trouble, please check there if your issue has already been
reported. If you spotted it first, help us smashing it by providing a
detailed and welcomed feedback.

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

*********
 Credits
*********

Authors
=======

-  SomIT SCCL
-  Som Connexio SCCL

Contributors
============

-  `SomIT SCCL <https://somit.coop>`_:

      -  José Robles <jose.robles@somit.coop>
      -  Álvaro Mellado <alvaro.mellado@somit.coop>
      -  Álvaro García <alvaro.garcia@somit.coop>

-  `Som Connexio SCCL <https://somconnexio.coop>`_:

      -  Gerard Funosas <gerard.funosas@somconnexio.coop>

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.

You are welcome to contribute. To learn how please visit
https://odoo-community.org/page/Contribute.
