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 -->
  10
  11         <record id="crm_helpdesk_category_form" model="ir.ui.view">
  12             <field name="name">crm.helpdesk.category.form</field>
  13             <field name="model">crm.helpdesk.category</field>
  14             <field name="arch" type="xml">
  15                 <form string="Helpdesk Categories">
  16                     <group>
  17                         <field name="name"/>
  18                         <field name="team_id" groups="base.group_multi_salesteams"/>
  19                     </group>
  20                 </form>
  21             </field>
  22         </record>
  23
  24         <record id="crm_helpdesk_category_tree" model="ir.ui.view">
  25             <field name="name">crm.helpdesk.category.tree</field>
  26             <field name="model">crm.helpdesk.category</field>
  27             <field name="arch" type="xml">
  28                 <tree string="Helpdesk Categories">
  29                     <field name="name"/>
  30                     <field name="team_id" groups="base.group_multi_salesteams"/>
  31                 </tree>
  32             </field>
  33         </record>
  34
  35         <record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
  36             <field name="name">Helpdesk Categories</field>
  37             <field name="res_model">crm.helpdesk.category</field>
  38             <field name="view_type">form</field>
  39             <field name="view_id" ref="crm_helpdesk_category_tree"/>
  40             <field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
  41         </record>
  42
  43         <menuitem action="crm_helpdesk_categ_action" name="Categories"
  44             id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
  45
  46         <!--  Helpdesk Support Form View -->
  47
  48         <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
  49             <field name="name">CRM - Helpdesk Support Form</field>
  50             <field name="model">crm.helpdesk</field>
  51             <field name="arch" type="xml">
  52                 <form string="Helpdesk Support">
  53                 <header>
  54                     <button name="case_escalate" string="Escalate" type="object"
  55                             states="open,draft,pending"/>
  56                     <field name="state" nolabel="1" widget="statusbar" clickable="True"
  57                             statusbar_colors='{"pending":"blue"}'/>
  58                 </header>
  59                 <sheet string="Helpdesk Support">
  60                     <group col="4" class="oe_header">
  61                         <field name="name" string="Query"/>
  62                         <field name="team_id" widget="selection" groups="base.group_multi_salesteams"/>
  63                         <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
  64                         <field name="date"/>
  65                         <field name="date_deadline"/>
  66                     </group>
  67                     <notebook>
  68                         <page string="General">
  69                             <group>
  70                                 <group string="Communication">
  71                                     <field name="partner_id"
  72                                         on_change="on_change_partner_id(partner_id)"/>
  73                                     <field name="email_from"/>
  74                                 </group>
  75                                 <group string="Categorization">
  76                                     <field name="priority" widget="priority"/>
  77                                     <field name="categ_id"/>
  78                                     <field name="channel_id"/>
  79                                 </group>
  80                             </group>
  81
  82                             <separator string="Notes"/>
  83                             <field name="description"/>
  84                         </page>
  85                         <page string="Extra Info">
  86                             <group>
  87                                 <group groups="base.group_no_one" string="Dates">
  88                                     <field name="create_date"/>
  89                                     <field name="write_date"/>
  90                                     <field name="date_closed"/>
  91                                 </group>
  92                                 <group string="Misc">
  93                                     <field name="id"/>
  94                                     <field name="active"/>
  95                                 </group>
  96                                 <group string="Estimates">
  97                                     <field name="planned_cost"/>
  98                                 </group>
  99                                 <group string="References">
 100                                     <field name="ref"/>
 101                                     <field name="ref2"/>
 102                                 </group>
 103                             </group>
 104                         </page>
 105                     </notebook>
 106                 </sheet>
 107                 <div class="oe_chatter">
 108                     <field name="message_ids" widget="mail_thread"/>
 109                     <field name="message_follower_ids" widget="mail_followers"/>
 110                 </div>
 111                 </form>
 112             </field>
 113         </record>
 114
 115         <!-- Helpdesk Support Tree View  -->
 116
 117         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 118             <field name="name">CRM - Helpdesk Support Tree</field>
 119             <field name="model">crm.helpdesk</field>
 120             <field name="arch" type="xml">
 121                 <tree string="Helpdesk Support Tree"
 122                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 123                     <field name="name" string="Query" />
 124                     <field name="partner_id" string="Partner"/>
 125                     <field name="date" string="Date"/>
 126                     <field name="date_deadline"/>
 127                     <field name="user_id"/>
 128                     <field name="team_id" groups="base.group_multi_salesteams"/>
 129                     <field name="priority"/>
 130                     <field name="state"/>
 131                 </tree>
 132             </field>
 133         </record>
 134
 135         <!--  Helpdesk Support Calendar View -->
 136
 137         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 138             <field name="name">CRM - Helpdesk Support Calendar</field>
 139             <field name="model">crm.helpdesk</field>
 140             <field name="priority" eval="2"/>
 141             <field name="arch" type="xml">
 142                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 143                     <field name="name"/>
 144                     <field name="partner_id"/>
 145                     <field name="categ_id"/>
 146                 </calendar>
 147             </field>
 148         </record>
 149
 150         <!-- Helpdesk Support Search View  -->
 151
 152         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 153             <field name="name">CRM - Helpdesk Search</field>
 154             <field name="model">crm.helpdesk</field>
 155             <field name="arch" type="xml">
 156                 <search string="Search Helpdesk">
 157                     <field name="name" string="Query"/>
 158                     <field name="date"/>
 159                     <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Helpdesk Request" />
 160                     <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Helpdesk Request" />
 161                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
 162                     <separator/>
 163                     <filter string="Assigned to Me or My Sales Team(s)" icon="terp-personal+" domain="['|', ('team_id.user_id','=',uid), ('team_id.member_ids', 'in', [uid])]"
 164                             help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
 165                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 166                     <field name="user_id"/>
 167                     <field name="team_id" string="Sales Team" groups="base.group_multi_salesteams"/>
 168                     <group expand="0" string="Group By">
 169                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
 170                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
 171                         <filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
 172                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 173                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
 174                         <filter string="Request Month" icon="terp-go-month" domain="[]" help="Request Date by Month" context="{'group_by':'date'}" />
 175                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}" />
 176                     </group>
 177                 </search>
 178             </field>
 179         </record>
 180
 181     </data>
 182 </openerp>