addons/crm/crm_helpdesk_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5 <!-- Helpdesk Support Categories Form View -->
   6
   7     <record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
   8         <field name="name">Helpdesk Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11                 <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
  13                 <field name="context">{'object_id':'crm.helpdesk'}</field>
  14     </record>
  15
  16     <menuitem action="crm_helpdesk_categ_action"
  17         id="menu_crm_case_helpdesk-act" parent="crm.menu_crm_case_categ" />
  18
  19 <!--  Helpdesk Support Form View -->
  20
  21     <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
  22         <field name="name">CRM - Helpdesk Support Form</field>
  23         <field name="model">crm.helpdesk</field>
  24         <field name="type">form</field>
  25         <field name="arch" type="xml">
  26             <form string="Helpdesk Support">
  27                 <group colspan="4" col="4">
  28                     <field colspan="4" name="name" select="1"/>
  29                     <field name="date" select="1"/>
  30                     <field name="date_deadline" select="2"/>
  31                 </group>
  32                 <notebook colspan="4">
  33                     <page string="General">
  34                         <separator colspan="4" string="Communication"/>
  35                         <group col="7" colspan="4">
  36                             <field name="partner_id"
  37                                 on_change="onchange_partner_id(partner_id, email_from)"
  38                                 select="1" />
  39                             <field name="partner_address_id"
  40                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  41                                 select="2" />
  42
  43                             <field name="email_from" select="2" />
  44                             <button name="remind_partner"
  45                                 states="open,pending"
  46                                 string="Send Reminder" type="object"
  47                                 icon="gtk-go-forward" />
  48
  49                         </group>
  50                         <separator colspan="4" string="Categorization"/>
  51                         <group col="7" colspan="4">
  52                             <field name="priority"/>
  53                             <field name="section_id" widget="selection"/>
  54                             <field name="user_id" select="1"/>
  55                             <button name="remind_user"
  56                                 states="open,pending"
  57                                 string="Send Reminder" type="object"
  58                                 icon="gtk-go-forward" />
  59                         </group>
  60
  61                         <separator colspan="4" string="Details"/>
  62                         <field name="description" colspan="4"
  63                                 nolabel="1" widget="text_tag" readonly="1" />
  64                         <separator colspan="4"/>
  65                         <group col="8" colspan="4">
  66                             <field name="state" select="1"/>
  67                             <button name="case_close"
  68                                 states="open,draft,pending" string="Close"
  69                                 type="object" icon="gtk-close" />
  70                             <button name="case_open"
  71                                 states="draft,pending" string="Open"
  72                                 type="object" icon="gtk-go-forward" />
  73                             <button name="case_cancel"
  74                                 states="draft,open,pending" string="Cancel"
  75                                 type="object" icon="gtk-cancel" />
  76                             <button name="case_pending"
  77                                 states="draft,open" string="Pending"
  78                                 type="object" icon="gtk-media-pause" />
  79                             <button name="case_escalate"
  80                                 states="open,draft,pending"
  81                                 string="Escalate" type="object"
  82                                 icon="gtk-go-up" />
  83                             <button name="case_reset"
  84                                 states="done,cancel"
  85                                 string="Reset to Draft" type="object"
  86                                 icon="gtk-convert" />
  87                         </group>
  88                     </page>
  89                     <page string="History" groups="base.group_extended">
  90                         <field name="id" select="1"/>
  91                         <field name="active" select="2"/>
  92                         <field name="categ_id" select="2"/>
  93                         <field name="som" select="2"/>
  94                         <separator colspan="4" string="Dates"/>
  95                         <field name="create_date"/>
  96                         <field name="date_closed"/>
  97                         <separator colspan="4" string="Estimates"/>
  98                         <field name="planned_cost"/>
  99                         <separator colspan="4" string="References"/>
 100                         <field colspan="4" name="ref"/>
 101                         <field colspan="4" name="ref2"/>
 102                         <field colspan="4" name="log_ids" nolabel="1">
 103                             <form string="Actions">
 104                                 <separator colspan="4" string="Action Information"/>
 105                                 <field colspan="4" name="name"/>
 106                                 <field name="date" select="2"/>
 107                                 <field name="user_id" select="2"/>
 108                                 <field name="som" select="2"/>
 109                                 <field name="canal_id"/>
 110                             </form>
 111                         </field>
 112                     </page>
 113                     <page string="Emails" groups="base.group_extended">
 114                        <group colspan="4">
 115                            <field colspan="4" name="email_cc" string="CC"/>
 116                        </group>
 117                        <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 118                            <form string="Communication history">
 119                                <group col="7" colspan="4">
 120                                    <field name="date"/>
 121                                    <field name="email"/>
 122                                    <field name="canal_id"/>
 123                                    <button
 124                                                                            string="Add a CC"
 125                                                                             name="%(crm.action_view_crm_email_add_cc_wizard)d"
 126                                                                             icon="gtk-add" type="action"/>
 127                                </group>
 128                                <newline/>
 129                                <field name="description" colspan="4" nolabel="1"/>
 130                                <button colspan="4"
 131                                 string="Reply to Last Email"
 132                                 name="%(crm.action_crm_reply_mail)d"
 133                                 context="{'mail':'reply', 'model': 'crm.helpdesk'}"
 134                                 icon="gtk-undo" type="action" />
 135                            </form>
 136                            <tree string="Communication history">
 137                                <field name="description"/>
 138                                <field name="email"/>
 139                                <field name="date"/>
 140                            </tree>
 141                        </field>
 142                        <button colspan="4" string="Send New Email"
 143                         name="%(crm.action_crm_send_mail)d"
 144                         context="{'mail':'new', 'model': 'crm.helpdesk'}" icon="gtk-go-forward"
 145                         type="action" />
 146                     </page>
 147                 </notebook>
 148             </form>
 149         </field>
 150     </record>
 151
 152 <!-- Helpdesk Support Tree View  -->
 153
 154     <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 155         <field name="name">CRM - Helpdesk Support Tree</field>
 156         <field name="model">crm.helpdesk</field>
 157         <field name="type">tree</field>
 158         <field name="arch" type="xml">
 159             <tree string="Helpdesk Support Tree"
 160                 colors="black:state=='open';blue:state=='pending';grey:state in ('cancel','close')">
 161                 <field name="id"/>
 162                 <field name="name" string="Query Description" />
 163                 <field name="partner_id" string="Partner"/>
 164                 <field name="date" string="Date"/>
 165                 <field name="date_deadline"/>
 166                 <field name="user_id"/>
 167                 <field name="section_id" string="Section" />
 168                 <field name="state"/>
 169                 <button name="case_close" string="Done"
 170                         states="open,draft,pending" type="object"
 171                         icon="gtk-close" />
 172                 <button name="case_open" string="Open"
 173                         states="draft,pending" type="object"
 174                         icon="gtk-go-forward" />
 175                 <button name="case_cancel" string="Cancel"
 176                         states="draft,open,pending" type="object"
 177                         icon="gtk-cancel" />
 178                 <button name="case_pending" string="Pending"
 179                         states="draft,open" type="object"
 180                         icon="gtk-media-pause" />
 181                 <button name="case_escalate" string="Escalate"
 182                         states="open,draft,pending" type="object"
 183                         icon="gtk-go-up" />
 184                 <button name="case_reset" string="Reset to Draft"
 185                         states="done,cancel" type="object" icon="gtk-convert" />
 186             </tree>
 187         </field>
 188     </record>
 189
 190 <!--  Helpdesk Support Calendar View -->
 191
 192     <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 193         <field name="name">CRM - Helpdesk Support Calendar</field>
 194         <field name="model">crm.helpdesk</field>
 195         <field name="type">calendar</field>
 196         <field name="priority" eval="2"/>
 197         <field name="arch" type="xml">
 198             <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 199                 <field name="name"/>
 200                 <field name="partner_id"/>
 201                 <field name="categ_id"/>
 202             </calendar>
 203         </field>
 204     </record>
 205
 206 <!-- Helpdesk Support Search View  -->
 207
 208     <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 209         <field name="name">CRM - Helpdesk Search</field>
 210         <field name="model">crm.helpdesk</field>
 211         <field name="type">search</field>
 212         <field name="arch" type="xml">
 213             <search string="Search Helpdesk">
 214                 <filter icon="gtk-home" string="Today"
 215                     separator="1"
 216                     domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
 217                     help="Todays's Helpdesk Requests"
 218                     />
 219                 <filter icon="gtk-media-rewind"
 220                     string="7 Days" separator="1"
 221                     help="Helpdesk requests during last 7 days"
 222                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 223                     />
 224                 <separator orientation="vertical"/>
 225                 <field name="name" select='1' string="Query"/>
 226                 <field name="partner_id" />
 227                 <field name="user_id" select="1" widget="selection">
 228                     <filter icon="terp-partner"
 229                         domain="[('user_id','=',uid)]"
 230                         help="My Helpdesk Requests" default="1" />
 231                 </field>
 232                 <field name="section_id"
 233                         default="context.get('section_id', False)" select="1"
 234                         widget="selection" string="Section">
 235                         <filter icon="terp-crm"
 236                                 domain="[('section_id','=',context.get('section_id',False))]"
 237                                 help="My section" />
 238                 </field>
 239                 <newline/>
 240                 <group expand="1" string="Group By..." colspan="12" col="20">
 241                     <filter string="Customer" icon="terp-crm"
 242                         domain="[]" context="{'group_by':'partner_id'}" />
 243                     <filter string="State" icon="terp-crm" domain="[]"
 244                         context="{'group_by':'state'}" />
 245                     <filter string="Priority" icon="terp-crm"
 246                         domain="[]" context="{'group_by':'priority'}" />
 247                 </group>
 248             </search>
 249         </field>
 250     </record>
 251 </data>
 252 </openerp>