# Installation Guide - Helpdesk Rating Five Stars ## Quick Installation ### Prerequisites Before installing, ensure you have: - ✅ Odoo 18.0 or higher installed - ✅ Helpdesk module installed and configured - ✅ Database backup (recommended) - ✅ Administrator access to Odoo ### Installation Steps #### 1. Copy Module Files Copy the module to your Odoo addons directory: ```bash # For standard addons directory sudo cp -r helpdesk_rating_five_stars /opt/odoo/addons/ # For custom addons directory sudo cp -r helpdesk_rating_five_stars /opt/odoo/custom/addons/ ``` Set proper permissions: ```bash sudo chown -R odoo:odoo /opt/odoo/addons/helpdesk_rating_five_stars # or sudo chown -R odoo:odoo /opt/odoo/custom/addons/helpdesk_rating_five_stars ``` #### 2. Update Odoo Configuration Edit your `odoo.conf` file to include the addons path: ```ini [options] addons_path = /opt/odoo/addons,/opt/odoo/custom/addons ``` #### 3. Restart Odoo Server ```bash # Using systemd sudo systemctl restart odoo # Or using service sudo service odoo restart # Or if running manually ./odoo-bin -c /etc/odoo/odoo.conf ``` #### 4. Update Apps List 1. Log in to Odoo as Administrator 2. Navigate to **Apps** menu 3. Click **Update Apps List** (top-right menu) 4. Click **Update** in the confirmation dialog 5. Wait for the list to refresh #### 5. Install the Module 1. In the **Apps** menu, remove the "Apps" filter 2. Search for "Helpdesk Rating Five Stars" 3. Click the **Install** button 4. Wait for installation to complete (usually 10-30 seconds) 5. You'll see a success notification #### 6. Verify Installation Check that the module is working: - [ ] Go to **Helpdesk → Tickets** - [ ] Open any ticket with a rating - [ ] Verify stars are displayed instead of emoticons - [ ] Check that email templates show 5 stars - [ ] Test rating submission from a test email ## Detailed Installation ### For Development Environment ```bash # Clone or copy module cd /path/to/odoo/custom/addons cp -r /path/to/helpdesk_rating_five_stars . # Install in development mode ./odoo-bin -c odoo.conf -d your_database -i helpdesk_rating_five_stars --dev=all # With test mode ./odoo-bin -c odoo.conf -d test_database -i helpdesk_rating_five_stars --test-enable --stop-after-init ``` ### For Production Environment ```bash # 1. Backup database first! pg_dump -U odoo -d production_db > backup_$(date +%Y%m%d).sql # 2. Copy module sudo cp -r helpdesk_rating_five_stars /opt/odoo/addons/ sudo chown -R odoo:odoo /opt/odoo/addons/helpdesk_rating_five_stars # 3. Restart Odoo sudo systemctl restart odoo # 4. Install via web interface (recommended) # Or via command line: ./odoo-bin -c /etc/odoo/odoo.conf -d production_db -i helpdesk_rating_five_stars --stop-after-init ``` ### For Docker Environment ```dockerfile # Add to your Dockerfile COPY helpdesk_rating_five_stars /mnt/extra-addons/helpdesk_rating_five_stars # Or mount as volume in docker-compose.yml volumes: - ./helpdesk_rating_five_stars:/mnt/extra-addons/helpdesk_rating_five_stars ``` Then: ```bash # Rebuild and restart container docker-compose down docker-compose up -d # Install module docker-compose exec odoo odoo -d your_database -i helpdesk_rating_five_stars --stop-after-init ``` ## Post-Installation ### Verify Migration Check that existing ratings were migrated: ```sql -- Connect to database psql -U odoo -d your_database -- Check rating distribution SELECT rating, COUNT(*) as count FROM rating_rating WHERE rating > 0 GROUP BY rating ORDER BY rating; -- Expected results: ratings should be in 1-5 range -- Old 0-3 ratings should be converted to 0, 3, 4, 5 ``` ### Check Server Logs ```bash # View recent logs tail -n 100 /var/log/odoo/odoo-server.log # Look for migration messages grep -i "rating migration" /var/log/odoo/odoo-server.log # Check for errors grep -i "error" /var/log/odoo/odoo-server.log | grep -i "rating" ``` ### Test Functionality 1. **Test Email Rating**: - Create a test ticket - Close the ticket - Send rating request email - Click a star in the email - Verify rating is recorded 2. **Test Web Rating**: - Access rating form via link - Hover over stars (should highlight) - Click a star to select - Submit the form - Verify confirmation page 3. **Test Backend Display**: - Open ticket with rating - Verify stars display correctly - Check list view shows stars - Check kanban view shows stars 4. **Test Reports**: - Go to Helpdesk → Reporting → Ratings - Verify average uses 0-5 scale - Test filtering by rating - Export data and verify values ## Troubleshooting Installation ### Module Not Found **Problem**: Module doesn't appear in Apps list **Solution**: ```bash # Check module is in addons path ls -la /opt/odoo/addons/helpdesk_rating_five_stars # Check odoo.conf has correct addons_path cat /etc/odoo/odoo.conf | grep addons_path # Restart Odoo sudo systemctl restart odoo # Update apps list again ``` ### Installation Fails **Problem**: Error during installation **Solution**: ```bash # Check server logs tail -f /var/log/odoo/odoo-server.log # Common issues: # - Missing dependencies: Install helpdesk, rating, mail, web modules first # - Permission errors: Check file ownership and permissions # - Database errors: Check PostgreSQL logs ``` ### Migration Errors **Problem**: Existing ratings not converted **Solution**: ```bash # Check migration logs grep -i "migration" /var/log/odoo/odoo-server.log # Manually run migration if needed # (Contact administrator or see hooks.py) # Verify database state psql -U odoo -d your_database -c "SELECT rating, COUNT(*) FROM rating_rating GROUP BY rating;" ``` ### Stars Not Displaying **Problem**: Stars don't show in backend **Solution**: ```bash # Clear browser cache # Hard refresh: Ctrl+Shift+R (Windows/Linux) or Cmd+Shift+R (Mac) # Check static files are served curl http://your-odoo-url/helpdesk_rating_five_stars/static/src/js/rating_stars.js # Restart Odoo with assets rebuild ./odoo-bin -c odoo.conf -d your_database --dev=all # Check browser console for errors # Open browser DevTools (F12) and check Console tab ``` ## Uninstallation If you need to uninstall the module: ### Via Web Interface 1. Go to **Apps** menu 2. Remove "Apps" filter 3. Search for "Helpdesk Rating Five Stars" 4. Click **Uninstall** 5. Confirm uninstallation **Note**: Ratings will remain in 0-5 scale after uninstallation. They will not be automatically converted back to 0-3. ### Via Command Line ```bash ./odoo-bin -c odoo.conf -d your_database -u helpdesk_rating_five_stars --stop-after-init ``` ### Complete Removal ```bash # Uninstall module first (via web or command line) # Remove module files sudo rm -rf /opt/odoo/addons/helpdesk_rating_five_stars # Restart Odoo sudo systemctl restart odoo ``` ## Upgrade To upgrade to a newer version: ```bash # 1. Backup database pg_dump -U odoo -d production_db > backup_before_upgrade.sql # 2. Replace module files sudo rm -rf /opt/odoo/addons/helpdesk_rating_five_stars sudo cp -r helpdesk_rating_five_stars_new_version /opt/odoo/addons/helpdesk_rating_five_stars sudo chown -R odoo:odoo /opt/odoo/addons/helpdesk_rating_five_stars # 3. Restart Odoo sudo systemctl restart odoo # 4. Upgrade module ./odoo-bin -c odoo.conf -d production_db -u helpdesk_rating_five_stars --stop-after-init # 5. Test functionality ``` ## Support For installation support: - **Documentation**: See README.md and USER_GUIDE.md - **Logs**: Check `/var/log/odoo/odoo-server.log` - **Administrator**: Contact your Odoo system administrator - **Community**: Odoo community forums ## Checklist Use this checklist to ensure proper installation: - [ ] Prerequisites verified (Odoo 18, Helpdesk installed) - [ ] Database backed up - [ ] Module files copied to addons directory - [ ] File permissions set correctly - [ ] Odoo configuration updated - [ ] Odoo server restarted - [ ] Apps list updated - [ ] Module installed successfully - [ ] Migration completed (check logs) - [ ] Email templates show 5 stars - [ ] Backend views show stars - [ ] Reports use 0-5 scale - [ ] Test rating submission works - [ ] Mobile responsive design verified - [ ] Keyboard navigation tested - [ ] No errors in server logs - [ ] No errors in browser console --- **Installation Time**: 5-10 minutes **Difficulty**: Easy **Required Access**: Administrator **Version**: 1.0 **Last Updated**: 2024-11-25