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="arch" type="xml">
  30                 <form string="Helpdesk Support">
  31                 <header>
  32                     <button name="case_escalate" string="Escalate" type="object"
  33                             states="open,draft,pending"/>
  34                     <field name="state" nolabel="1" widget="statusbar" clickable="True"
  35                             statusbar_colors='{"pending":"blue"}'/>
  36                 </header>
  37                 <sheet string="Helpdesk Support">
  38                     <group col="4" class="oe_header">
  39                         <field name="name" string="Query"/>
  40                         <field name="section_id" widget="selection" groups="base.group_multi_salesteams"/>
  41                         <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
  42                         <field name="date"/>
  43                         <field name="date_deadline"/>
  44                     </group>
  45                     <notebook>
  46                         <page string="General">
  47                             <group>
  48                                 <group string="Communication">
  49                                     <field name="partner_id"
  50                                         on_change="on_change_partner_id(partner_id)"/>
  51                                     <field name="email_from"/>
  52                                 </group>
  53                                 <group string="Categorization">
  54                                     <field name="priority" widget="priority"/>
  55                                     <field name="categ_id" domain="[('object_id.model', '=', 'crm.helpdesk')]" context="{'object_name': 'crm.helpdesk'}"/>
  56                                     <field name="channel_id"/>
  57                                 </group>
  58                             </group>
  59
  60                             <separator string="Notes"/>
  61                             <field name="description"/>
  62                         </page>
  63                         <page string="Extra Info">
  64                             <group>
  65                                 <group groups="base.group_no_one" string="Dates">
  66                                     <field name="create_date"/>
  67                                     <field name="write_date"/>
  68                                     <field name="date_closed"/>
  69                                 </group>
  70                                 <group string="Misc">
  71                                     <field name="id"/>
  72                                     <field name="active"/>
  73                                 </group>
  74                                 <group string="Estimates">
  75                                     <field name="planned_cost"/>
  76                                 </group>
  77                                 <group string="References">
  78                                     <field name="ref"/>
  79                                     <field name="ref2"/>
  80                                 </group>
  81                             </group>
  82                         </page>
  83                     </notebook>
  84                 </sheet>
  85                 <div class="oe_chatter">
  86                     <field name="message_ids" widget="mail_thread"/>
  87                     <field name="message_follower_ids" widget="mail_followers"/>
  88                 </div>
  89                 </form>
  90             </field>
  91         </record>
  92
  93         <!-- Helpdesk Support Tree View  -->
  94
  95         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
  96             <field name="name">CRM - Helpdesk Support Tree</field>
  97             <field name="model">crm.helpdesk</field>
  98             <field name="arch" type="xml">
  99                 <tree string="Helpdesk Support Tree"
 100                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 101                     <field name="name" string="Query" />
 102                     <field name="partner_id" string="Partner"/>
 103                     <field name="date" string="Date"/>
 104                     <field name="date_deadline"/>
 105                     <field name="user_id"/>
 106                     <field name="section_id" groups="base.group_multi_salesteams"/>
 107                     <field name="priority"/>
 108                     <field name="state"/>
 109                 </tree>
 110             </field>
 111         </record>
 112
 113         <!--  Helpdesk Support Calendar View -->
 114
 115         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 116             <field name="name">CRM - Helpdesk Support Calendar</field>
 117             <field name="model">crm.helpdesk</field>
 118             <field name="priority" eval="2"/>
 119             <field name="arch" type="xml">
 120                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 121                     <field name="name"/>
 122                     <field name="partner_id"/>
 123                     <field name="categ_id"/>
 124                 </calendar>
 125             </field>
 126         </record>
 127
 128         <!-- Helpdesk Support Search View  -->
 129
 130         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 131             <field name="name">CRM - Helpdesk Search</field>
 132             <field name="model">crm.helpdesk</field>
 133             <field name="arch" type="xml">
 134                 <search string="Search Helpdesk">
 135                     <field name="name" string="Query"/>
 136                     <field name="date"/>
 137                     <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Helpdesk Request" />
 138                     <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Helpdesk Request" />
 139                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
 140                     <separator/>
 141                     <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])]"
 142                             help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
 143                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 144                     <field name="user_id"/>
 145                     <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
 146                     <group expand="0" string="Group By">
 147                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
 148                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
 149                         <filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 150                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 151                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
 152                         <filter string="Request Month" icon="terp-go-month" domain="[]" help="Request Date by Month" context="{'group_by':'date'}" />
 153                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}" />
 154                     </group>
 155                 </search>
 156             </field>
 157         </record>
 158
 159     </data>
 160 </openerp>