addons/crm_helpdesk/crm_helpdesk_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4        <!-- Helpdesk Support Categories Configuration Menu-->
   5        <menuitem id="menu_config_helpdesk" name="Helpdesk"
   6         groups="base.group_no_one"
   7         parent="base.menu_base_config" sequence="60" />
   8
   9         <!-- Helpdesk Support Categories Form View -->
  10
  11         <record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
  12             <field name="name">Helpdesk Categories</field>
  13             <field name="res_model">crm.case.categ</field>
  14             <field name="view_type">form</field>
  15             <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  16             <field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
  17             <field name="context" eval="{'object_id': ref('model_crm_helpdesk')}"/>
  18             <field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
  19         </record>
  20
  21         <menuitem action="crm_helpdesk_categ_action" name="Categories"
  22             id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
  23
  24         <!--  Helpdesk Support Form View -->
  25
  26         <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
  27             <field name="name">CRM - Helpdesk Support Form</field>
  28             <field name="model">crm.helpdesk</field>
  29             <field name="type">form</field>
  30             <field name="arch" type="xml">
  31                 <form version="7.0">
  32                 <header>
  33                     <button name="case_open" string="Open" type="object" class="oe_highlight"
  34                             states="draft,pending"/>
  35                     <button name="case_close" string="Close" type="object" states="draft,pending"/>
  36                     <button name="case_close" string="Close" type="object" states="open" class="oe_highlight"/>
  37                     <button name="case_pending" string="Pending" type="object"
  38                             states="draft"/>
  39                     <button name="case_pending" string="Pending" type="object"
  40                             states="open"/>
  41                     <button name="case_reset" string="Reset to Draft" type="object"
  42                             states="cancel,done"/>
  43                     <button name="case_escalate" string="Escalate" type="object"
  44                             states="open,draft,pending"/>
  45                     <button name="case_cancel" string="Cancel" type="object"
  46                             states="draft,open,pending"/>
  47                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  48                 </header>
  49                 <sheet string="Helpdesk Support">
  50                     <group col="4" class="oe_header">
  51                         <field name="name" string="Query"/>
  52                         <field name="section_id" widget="selection"/>
  53                         <field name="user_id"/>
  54                         <field name="date"/>
  55                         <field name="date_deadline"/>
  56                     </group>
  57                     <notebook>
  58                         <page string="General">
  59                             <group>
  60                                 <group string="Communication">
  61                                     <field name="partner_id"
  62                                         on_change="onchange_partner_id(partner_id, email_from)"
  63                                         />
  64                                     <field name="email_from"/>
  65                                     <button name="remind_partner"
  66                                         states="open,pending"
  67                                         string="Send Reminder" type="object"
  68                                         icon="gtk-go-forward" />
  69                                 </group>
  70                                 <group string="Categorization">
  71                                     <field name="priority"/>
  72                                     <field name="categ_id" domain="[('object_id.model', '=', 'crm.helpdesk')]"/>
  73                                     <field name="channel_id"/>
  74                                 </group>
  75                             </group>
  76
  77                             <separator string="Notes"/>
  78                             <field name="description"/>
  79                         </page>
  80                         <page string="Extra Info">
  81                             <group>
  82                                 <group groups="base.group_no_one" string="Dates">
  83                                     <field name="create_date"/>
  84                                     <field name="write_date"/>
  85                                     <field name="date_closed"/>
  86                                 </group>
  87                                 <group string="Misc">
  88                                     <field name="id"/>
  89                                     <field name="active"/>
  90                                 </group>
  91                                 <group string="Estimates">
  92                                     <field name="planned_cost"/>
  93                                 </group>
  94                                 <group string="References">
  95                                     <field name="ref"/>
  96                                     <field name="ref2"/>
  97                                 </group>
  98                             </group>
  99                         </page>
 100                     </notebook>
 101                 </sheet>
 102                 <div class="oe_chatter">
 103                     <field name="message_ids" widget="mail_thread"/>
 104                 </div>
 105                 </form>
 106             </field>
 107         </record>
 108
 109         <!-- Helpdesk Support Tree View  -->
 110
 111         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 112             <field name="name">CRM - Helpdesk Support Tree</field>
 113             <field name="model">crm.helpdesk</field>
 114             <field name="type">tree</field>
 115             <field name="arch" type="xml">
 116                 <tree string="Helpdesk Support Tree"
 117                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 118                     <field name="name" string="Query" />
 119                     <field name="partner_id" string="Partner"/>
 120                     <field name="date" string="Date"/>
 121                     <field name="date_deadline"/>
 122                     <field name="user_id"/>
 123                     <field name="section_id"/>
 124                     <field name="priority"/>
 125                     <field name="state"/>
 126                 </tree>
 127             </field>
 128         </record>
 129
 130         <!--  Helpdesk Support Calendar View -->
 131
 132         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 133             <field name="name">CRM - Helpdesk Support Calendar</field>
 134             <field name="model">crm.helpdesk</field>
 135             <field name="type">calendar</field>
 136             <field name="priority" eval="2"/>
 137             <field name="arch" type="xml">
 138                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 139                     <field name="name"/>
 140                     <field name="partner_id"/>
 141                     <field name="categ_id"/>
 142                 </calendar>
 143             </field>
 144         </record>
 145
 146         <!-- Helpdesk Support Search View  -->
 147
 148         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 149             <field name="name">CRM - Helpdesk Search</field>
 150             <field name="model">crm.helpdesk</field>
 151             <field name="type">search</field>
 152             <field name="arch" type="xml">
 153                 <search string="Search Helpdesk">
 154                     <field name="name" string="Query"/>
 155                     <field name="date"/>
 156                     <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Helpdesk Request" />
 157                     <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Helpdesk Request" />
 158                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
 159                     <separator/>
 160                     <filter string="Assigned to Me or My Sales Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 161                             help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" />
 162                     <field name="partner_id" />
 163                     <field name="user_id"/>
 164                     <field name="section_id" string="Sales Team"/>
 165                     <group expand="0" string="Group By...">
 166                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
 167                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
 168                         <filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" />
 169                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 170                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
 171                         <filter string="Date" icon="terp-go-month" domain="[]" help="Request Date" context="{'group_by':'date'}" />
 172                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}" />
 173                     </group>
 174                 </search>
 175             </field>
 176         </record>
 177
 178     </data>
 179 </openerp>