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_extended"
   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 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"
  37                             states="open,pending"
  38                             string="Send Reminder" type="object"
  39                             icon="gtk-go-forward" />
  40                         <field name="date" select="1"/>
  41                         <field name="date_deadline"/>
  42                     </group>
  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)"
  49                                     select="1" />
  50                                 <newline/>
  51                                 <field name="email_from" colspan="2"/>
  52                                 <button name="remind_partner"
  53                                     states="open,pending"
  54                                     string="Send Reminder" type="object"
  55                                     icon="gtk-go-forward" />
  56                             </group>
  57
  58                             <group col="2" colspan="2">
  59                                 <separator colspan="4" string="Categorization"/>
  60                                 <field name="priority"/>
  61                                 <field name="categ_id" context="{'object_id':'crm.helpdesk'}"/>
  62                                 <field name="channel_id"/>
  63                             </group>
  64
  65                             <separator colspan="4" string="Notes"/>
  66                             <field name="description" colspan="4" nolabel="1" />
  67                             <separator colspan="4"/>
  68                             <group col="8" colspan="4">
  69                                 <field name="state" select="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  70                                 <button name="case_cancel"
  71                                     states="draft,open,pending" string="Cancel"
  72                                     type="object" icon="gtk-cancel" />
  73                                 <button name="case_open"
  74                                     states="draft,pending" string="Open"
  75                                     type="object" icon="gtk-go-forward" />
  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_close"
  84                                     states="open,draft,pending" string="Close"
  85                                     type="object" icon="gtk-jump-to" />
  86                                 <button name="case_reset"
  87                                     states="done,cancel"
  88                                     string="Reset to Draft" type="object"
  89                                     icon="gtk-convert" />
  90                             </group>
  91                         </page>
  92                         <page string="Communication &amp; History" groups="base.group_extended">
  93                             <group colspan="4">
  94                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
  95                             </group>
  96                             <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
  97                                 <tree string="History">
  98                                     <field name="display_text" string="History Information"/>
  99                                     <field name="email_from" invisible="1"/>
 100                                     <button
 101                                         string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 102                                         name="%(mail.action_email_compose_message_wizard)d"
 103                                         context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 104                                         icon="terp-mail-replied" type="action" />
 105                                 </tree>
 106                             </field>
 107                              <button string="Add Internal Note"
 108                                 name="%(crm.action_crm_add_note)d"
 109                                 context="{'model': 'crm.lead' }"
 110                                 icon="terp-document-new" type="action" />
 111                             <button string="Send New Email"
 112                                 name="%(mail.action_email_compose_message_wizard)d"
 113                                 icon="terp-mail-message-new" type="action"/>
 114                         </page>
 115                         <page string="Extra Info" groups="base.group_extended">
 116                             <group colspan="2" col="2" groups="base.group_no_one">
 117                                 <separator colspan="4" string="Dates"/>
 118                                 <field name="create_date"/>
 119                                 <field name="write_date"/>
 120                                 <field name="date_closed"/>
 121                             </group>
 122                             <group colspan="2" col="2">
 123                                 <separator colspan="4" string="Misc"/>
 124                                 <field name="id" select="1"/>
 125                                 <field name="active"/>
 126                             </group>
 127                             <group colspan="2" col="2">
 128                                 <separator colspan="4" string="Estimates"/>
 129                                 <field name="planned_cost"/>
 130                             </group>
 131                             <newline/>
 132                             <group colspan="4" col="2">
 133                                 <separator colspan="4" string="References"/>
 134                                 <field colspan="4" name="ref"/>
 135                                 <field colspan="4" name="ref2"/>
 136                             </group>
 137                         </page>
 138                     </notebook>
 139                 </form>
 140             </field>
 141         </record>
 142
 143         <!-- Helpdesk Support Tree View  -->
 144
 145         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 146             <field name="name">CRM - Helpdesk Support Tree</field>
 147             <field name="model">crm.helpdesk</field>
 148             <field name="type">tree</field>
 149             <field name="arch" type="xml">
 150                 <tree string="Helpdesk Support Tree"
 151                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 152                     <field name="name" string="Query" />
 153                     <field name="partner_id" string="Partner"/>
 154                     <field name="date" string="Date"/>
 155                     <field name="date_deadline"/>
 156                     <field name="user_id"/>
 157                     <field name="section_id"/>
 158                     <field name="priority"/>
 159                     <field name="state"/>
 160                     <button name="case_cancel" string="Cancel"
 161                         states="draft,open,pending" type="object"
 162                         icon="gtk-cancel" />
 163                     <button name="case_open" string="Open"
 164                         states="draft,pending" type="object"
 165                         icon="gtk-go-forward" />
 166                     <button name="case_pending" string="Pending"
 167                         states="draft,open" type="object"
 168                         icon="gtk-media-pause" />
 169                     <button name="case_escalate" string="Escalate"
 170                         groups="base.group_extended"
 171                         states="open,draft,pending" type="object"
 172                         icon="gtk-go-up" />
 173                     <button name="case_close" string="Done"
 174                         states="open,draft,pending" type="object"
 175                         icon="gtk-close" />
 176                     <button name="case_reset" string="Reset to Draft"
 177                         states="done,cancel" type="object" icon="gtk-convert" />
 178                 </tree>
 179             </field>
 180         </record>
 181
 182         <!--  Helpdesk Support Calendar View -->
 183
 184         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 185             <field name="name">CRM - Helpdesk Support Calendar</field>
 186             <field name="model">crm.helpdesk</field>
 187             <field name="type">calendar</field>
 188             <field name="priority" eval="2"/>
 189             <field name="arch" type="xml">
 190                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 191                     <field name="name"/>
 192                     <field name="partner_id"/>
 193                     <field name="categ_id"/>
 194                 </calendar>
 195             </field>
 196         </record>
 197
 198         <!-- Helpdesk Support Search View  -->
 199
 200         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 201             <field name="name">CRM - Helpdesk Search</field>
 202             <field name="model">crm.helpdesk</field>
 203             <field name="type">search</field>
 204             <field name="arch" type="xml">
 205                 <search string="Search Helpdesk">
 206                     <filter icon="terp-check" string="New"
 207                         name="current"
 208                         domain="[('state','=','draft')]"
 209                         help="New Helpdesk Request" />
 210                     <filter icon="terp-camera_test"
 211                         string="Open"
 212                         domain="[('state','=','open')]"
 213                         help="Open Helpdesk Request"
 214                     />
 215                     <filter icon="terp-gtk-media-pause"
 216                         string="Pending"
 217                         domain="[('state','=','pending')]"
 218                         help="All pending Helpdesk Request"
 219                     />
 220                     <separator orientation="vertical"/>
 221                     <filter icon="terp-go-today" string="Today"
 222                         domain="[('date','&gt;=',current_date), ('date','&lt;=',current_date)]"
 223                         help="Todays's Helpdesk Requests"
 224                         />
 225                     <filter icon="terp-go-week"
 226                         string="7 Days"
 227                         help="Helpdesk requests during last 7 days"
 228                         domain="[('date','&lt;',current_date), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 229                         />
 230                     <separator orientation="vertical"/>
 231                     <field name="name" string="Query"/>
 232                     <field name="partner_id" />
 233                     <field name="user_id" widget="selection"/>
 234                     <field name="section_id" widget="selection" string="Sales Team">
 235                         <filter icon="terp-personal+" groups="base.group_extended"
 236                             domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 237                             help="My Sales Team(s)" />
 238                     </field>
 239                     <newline/>
 240                     <group expand="0" string="Group By...">
 241                         <filter string="Partner" icon="terp-partner"
 242                             domain="[]" help="Partner"
 243                             context="{'group_by':'partner_id'}" />
 244                         <filter string="Responsible" icon="terp-personal"
 245                             domain="[]" help="Responsible User"
 246                             context="{'group_by':'user_id'}" />
 247                         <filter string="Sales Team" icon="terp-personal+"
 248                             domain="[]" help="Sales Team"
 249                             context="{'group_by':'section_id'}" />
 250                         <separator orientation="vertical"/>
 251                         <filter string="Priority" icon="terp-rating-rated"
 252                             domain="[]" context="{'group_by':'priority'}" />
 253                         <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 254                             context="{'group_by':'state'}" />
 255                         <separator orientation="vertical"/>
 256                         <filter string="Date" icon="terp-go-month"
 257                             domain="[]" help="Request Date"
 258                             context="{'group_by':'date'}" />
 259                         <filter string="Deadline" icon="terp-go-month"
 260                             domain="[]"
 261                             context="{'group_by':'date_deadline'}" />
 262                     </group>
 263                 </search>
 264             </field>
 265         </record>
 266
 267     </data>
 268 </openerp>