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CustomerComplaint.md

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Introduction

Tryton should be able to manage customer complaint. When a complaint is registered, the company should take actions to resolve the complaint. Those action should be validated by a third person.

Objectives and Features

  • Register complaint
  • Qualify the complaint
  • Define actions to take
  • Process the actions

Implementation

sale.complaint

  • reference: Char
  • date: Date
  • customer: Many2One to party.party
  • address: Many2One to party.address
  • company: Many2One to company.company
  • description: Text
  • employee: Many2One to company.employee
  • origin: Reference
  • type: Many2One to sale.complaint.type with domain on origin
  • state: Selection: 'draft', 'waiting', 'approved', 'rejected', 'done', 'cancelled'
  • actions: One2Many to sale.complaint.action

The complaint could be reset to draft once done or cancelled. And if actions were already proceed, they will stay as-is in read-only. This will allow to add new actions to the complaint.

sale.complaint.type

  • name: Char
  • origin: Many2One to ir.model.model

sale.complaint.action

  • complaint: Many2One to sale.complaint
  • action: Selection:
    • Create a sale return for the sale origin
    • Create a sale return for the sale line origin for an optional quantity and an option unit price
    • Create a credit note for the invoice origin
    • Create a credit note for the invoice line origin for an optional quantity and an optional unit price
  • quantity: Float
  • unit price: Numeric
  • sale lines, invoice lines: Many2Many to filter document creation.

The list of action should be extendible per modules. The action will be performed when the complaint is done.

sale.sale

  • Add a relate to linked complaints.

Future Improvements and Ideas

  • Historize the complaint
  • Add predefined actions on type
  • Some report complaint rate over time per type etc.

Links