4 <!-- Helpdesk Support Categories Configuration Menu-->
5 <menuitem id="menu_config_helpdesk" name="Helpdesk"
6 groups="base.group_extended"
7 parent="base.menu_base_config" sequence="7" />
9 <!-- Helpdesk Support Categories Form View -->
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">{'object_id':'crm.helpdesk'}</field>
18 <field name="help">Create and manage helpdesk categories to better manage and classify your support request.</field>
21 <menuitem action="crm_helpdesk_categ_action" name="Categories"
22 id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" />
24 <!-- Helpdesk Support Form View -->
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 string="Helpdesk Support">
32 <group colspan="4" col="7">
33 <field name="name" select="1" string="Query"/>
34 <field name="section_id" widget="selection"/>
35 <field name="user_id" select="1"/>
36 <button name="remind_user"
38 string="Send Reminder" type="object"
39 icon="gtk-go-forward" />
40 <field name="date" select="1"/>
41 <field name="date_deadline"/>
43 <notebook colspan="4">
44 <page string="General">
45 <group col="3" colspan="2">
46 <separator colspan="4" string="Communication"/>
47 <field name="partner_id" colspan="2"
48 on_change="onchange_partner_id(partner_id, email_from)"
50 <field name="partner_address_id" colspan="2"
51 on_change="onchange_partner_address_id(partner_address_id, email_from)"
54 <field name="email_from" colspan="2"/>
55 <button name="remind_partner"
57 string="Send Reminder" type="object"
58 icon="gtk-go-forward" />
61 <group col="2" colspan="2">
62 <separator colspan="4" string="Categorization"/>
63 <field name="priority"/>
64 <field name="categ_id"/>
65 <field name="canal_id"/>
68 <separator colspan="4" string="Notes"/>
69 <field name="description" colspan="4" nolabel="1" />
70 <separator colspan="4"/>
71 <group col="8" colspan="4">
72 <field name="state" select="1"/>
73 <button name="case_cancel"
74 states="draft,open,pending" string="Cancel"
75 type="object" icon="gtk-cancel" />
76 <button name="case_open"
77 states="draft,pending" string="Open"
78 type="object" icon="gtk-go-forward" />
79 <button name="case_pending"
80 states="draft,open" string="Pending"
81 type="object" icon="gtk-media-pause" />
82 <button name="case_escalate"
83 states="open,draft,pending"
84 string="Escalate" type="object"
86 <button name="case_close"
87 states="open,draft,pending" string="Close"
88 type="object" icon="gtk-jump-to" />
89 <button name="case_reset"
91 string="Reset to Draft" type="object"
95 <page string="History" groups="base.group_extended">
97 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
99 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
100 <tree string="History">
101 <field name="display_text" string="History Information"/>
102 <field name="history" invisible="1"/>
104 string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
105 name="%(crm.action_crm_send_mail)d"
106 context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
107 icon="terp-mail-replied" type="action" />
109 <form string="History">
110 <group col="4" colspan="4">
111 <field name="email_from"/>
113 <field name="email_to" widget="char" size="512"/>
114 <field name="email_cc" widget="char" size="512"/>
115 <field name="name" colspan="4" widget="char" size="512"/>
116 <field name="history" invisible="1"/>
118 <notebook colspan="4">
119 <page string="Details">
120 <group attrs="{'invisible': [('history', '!=', True)]}">
121 <field name="description" colspan="4" nolabel="1" height="250"/>
124 name="%(crm.action_crm_send_mail)d"
125 context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
126 icon="terp-mail-replied" type="action" />
128 <group attrs="{'invisible': [('history', '=', True)]}">
129 <field name="display_text" colspan="4" nolabel="1" height="250"/>
132 <page string="Attachments">
133 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
138 <button string="Add Internal Note"
139 name="%(crm.action_crm_add_note)d"
140 context="{'model': 'crm.lead' }"
141 icon="terp-document-new" type="action" />
142 <button string="Send New Email"
143 name="%(crm.action_crm_send_mail)d"
144 context="{'mail':'new', 'model': 'crm.helpdesk'}"
145 icon="terp-mail-message-new" type="action" />
147 <page string="Extra Info" groups="base.group_extended">
148 <group colspan="2" col="2">
149 <separator colspan="4" string="Dates"/>
150 <field name="create_date"/>
151 <field name="date_closed"/>
153 <group colspan="2" col="2">
154 <separator colspan="4" string="Misc"/>
155 <field name="id" select="1"/>
156 <field name="active"/>
158 <group colspan="2" col="2">
159 <separator colspan="4" string="Estimates"/>
160 <field name="planned_cost"/>
163 <group colspan="4" col="2">
164 <separator colspan="4" string="References"/>
165 <field colspan="4" name="ref"/>
166 <field colspan="4" name="ref2"/>
174 <!-- Helpdesk Support Tree View -->
176 <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
177 <field name="name">CRM - Helpdesk Support Tree</field>
178 <field name="model">crm.helpdesk</field>
179 <field name="type">tree</field>
180 <field name="arch" type="xml">
181 <tree string="Helpdesk Support Tree"
182 colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','close')">
183 <field name="name" string="Query" />
184 <field name="partner_id" string="Partner"/>
185 <field name="date" string="Date"/>
186 <field name="date_deadline"/>
187 <field name="user_id"/>
188 <field name="section_id"/>
189 <field name="priority"/>
190 <field name="state"/>
191 <button name="case_cancel" string="Cancel"
192 states="draft,open,pending" type="object"
194 <button name="case_open" string="Open"
195 states="draft,pending" type="object"
196 icon="gtk-go-forward" />
197 <button name="case_pending" string="Pending"
198 states="draft,open" type="object"
199 icon="gtk-media-pause" />
200 <button name="case_escalate" string="Escalate"
201 groups="base.group_extended"
202 states="open,draft,pending" type="object"
204 <button name="case_close" string="Done"
205 states="open,draft,pending" type="object"
207 <button name="case_reset" string="Reset to Draft"
208 states="done,cancel" type="object" icon="gtk-convert" />
213 <!-- Helpdesk Support Calendar View -->
215 <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
216 <field name="name">CRM - Helpdesk Support Calendar</field>
217 <field name="model">crm.helpdesk</field>
218 <field name="type">calendar</field>
219 <field name="priority" eval="2"/>
220 <field name="arch" type="xml">
221 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
223 <field name="partner_id"/>
224 <field name="categ_id"/>
229 <!-- Helpdesk Support Search View -->
231 <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
232 <field name="name">CRM - Helpdesk Search</field>
233 <field name="model">crm.helpdesk</field>
234 <field name="type">search</field>
235 <field name="arch" type="xml">
236 <search string="Search Helpdesk">
237 <filter icon="terp-go-today" string="Today"
239 domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
240 help="Todays's Helpdesk Requests"
242 <filter icon="terp-go-week"
243 string="7 Days" separator="1"
244 help="Helpdesk requests during last 7 days"
245 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
247 <separator orientation="vertical"/>
248 <field name="name" select='1' string="Query"/>
249 <field name="partner_id" />
250 <field name="user_id" select="1" widget="selection"/>
251 <field name="section_id" select="1" widget="selection" string="Sales Team">
252 <filter icon="terp-personal+" groups="base.group_extended"
253 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
254 help="My Sales Team(s)" />
257 <group expand="0" string="Group By...">
258 <filter string="Partner" icon="terp-partner"
259 domain="[]" help="Partner"
260 context="{'group_by':'partner_id'}" />
261 <filter string="Responsible" icon="terp-personal"
262 domain="[]" help="Responsible User"
263 context="{'group_by':'user_id'}" />
264 <filter string="Sales Team" icon="terp-personal+"
265 domain="[]" help="Sales Team"
266 context="{'group_by':'section_id'}" />
267 <separator orientation="vertical"/>
268 <filter string="Priority" icon="terp-rating-rated"
269 domain="[]" context="{'group_by':'priority'}" />
270 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
271 context="{'group_by':'state'}" />
272 <separator orientation="vertical"/>
273 <filter string="Date" icon="terp-go-month"
274 domain="[]" help="Request Date"
275 context="{'group_by':'date'}" />
276 <filter string="Deadline" icon="terp-go-month"
278 context="{'group_by':'date_deadline'}" />