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 requests.</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" context="{'object_id':'crm.helpdesk'}"/>
65 <field name="channel_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="Communication & 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" readonly="1">
100 <tree string="History">
101 <field name="display_text" string="History Information"/>
102 <field name="email_from" invisible="1"/>
104 string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
105 name="%(mail.action_email_compose_message_wizard)d"
106 context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
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="subject" colspan="4" widget="char" size="512"/>
117 <notebook colspan="4">
118 <page string="Details">
119 <group attrs="{'invisible': [('email_from', '=', False)]}">
120 <field name="body_text" colspan="4" nolabel="1" height="250"/>
121 <button colspan="4" string="Reply"
122 name="%(mail.action_email_compose_message_wizard)d"
123 context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
124 icon="terp-mail-replied" type="action"/>
126 <group attrs="{'invisible': [('email_from', '!=', False)]}">
127 <field name="display_text" colspan="4" nolabel="1" height="250"/>
130 <page string="Attachments">
131 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
136 <button string="Add Internal Note"
137 name="%(crm.action_crm_add_note)d"
138 context="{'model': 'crm.lead' }"
139 icon="terp-document-new" type="action" />
140 <button string="Send New Email"
141 name="%(mail.action_email_compose_message_wizard)d"
142 icon="terp-mail-message-new" type="action"/>
144 <page string="Extra Info" groups="base.group_extended">
145 <group colspan="2" col="2">
146 <separator colspan="4" string="Dates"/>
147 <field name="create_date"/>
148 <field name="write_date"/>
149 <field name="date_closed"/>
151 <group colspan="2" col="2">
152 <separator colspan="4" string="Misc"/>
153 <field name="id" select="1"/>
154 <field name="active"/>
156 <group colspan="2" col="2">
157 <separator colspan="4" string="Estimates"/>
158 <field name="planned_cost"/>
161 <group colspan="4" col="2">
162 <separator colspan="4" string="References"/>
163 <field colspan="4" name="ref"/>
164 <field colspan="4" name="ref2"/>
172 <!-- Helpdesk Support Tree View -->
174 <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
175 <field name="name">CRM - Helpdesk Support Tree</field>
176 <field name="model">crm.helpdesk</field>
177 <field name="type">tree</field>
178 <field name="arch" type="xml">
179 <tree string="Helpdesk Support Tree"
180 colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
181 <field name="name" string="Query" />
182 <field name="partner_id" string="Partner"/>
183 <field name="date" string="Date"/>
184 <field name="date_deadline"/>
185 <field name="user_id"/>
186 <field name="section_id"/>
187 <field name="priority"/>
188 <field name="state"/>
189 <button name="case_cancel" string="Cancel"
190 states="draft,open,pending" type="object"
192 <button name="case_open" string="Open"
193 states="draft,pending" type="object"
194 icon="gtk-go-forward" />
195 <button name="case_pending" string="Pending"
196 states="draft,open" type="object"
197 icon="gtk-media-pause" />
198 <button name="case_escalate" string="Escalate"
199 groups="base.group_extended"
200 states="open,draft,pending" type="object"
202 <button name="case_close" string="Done"
203 states="open,draft,pending" type="object"
205 <button name="case_reset" string="Reset to Draft"
206 states="done,cancel" type="object" icon="gtk-convert" />
211 <!-- Helpdesk Support Calendar View -->
213 <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
214 <field name="name">CRM - Helpdesk Support Calendar</field>
215 <field name="model">crm.helpdesk</field>
216 <field name="type">calendar</field>
217 <field name="priority" eval="2"/>
218 <field name="arch" type="xml">
219 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
221 <field name="partner_id"/>
222 <field name="categ_id"/>
227 <!-- Helpdesk Support Search View -->
229 <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
230 <field name="name">CRM - Helpdesk Search</field>
231 <field name="model">crm.helpdesk</field>
232 <field name="type">search</field>
233 <field name="arch" type="xml">
234 <search string="Search Helpdesk">
235 <filter icon="terp-go-today" string="Today"
236 domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
237 help="Todays's Helpdesk Requests"
239 <filter icon="terp-go-week"
241 help="Helpdesk requests during last 7 days"
242 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
244 <separator orientation="vertical"/>
245 <field name="name" string="Query"/>
246 <field name="partner_id" />
247 <field name="user_id" widget="selection"/>
248 <field name="section_id" widget="selection" string="Sales Team">
249 <filter icon="terp-personal+" groups="base.group_extended"
250 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
251 help="My Sales Team(s)" />
254 <group expand="0" string="Group By...">
255 <filter string="Partner" icon="terp-partner"
256 domain="[]" help="Partner"
257 context="{'group_by':'partner_id'}" />
258 <filter string="Responsible" icon="terp-personal"
259 domain="[]" help="Responsible User"
260 context="{'group_by':'user_id'}" />
261 <filter string="Sales Team" icon="terp-personal+"
262 domain="[]" help="Sales Team"
263 context="{'group_by':'section_id'}" />
264 <separator orientation="vertical"/>
265 <filter string="Priority" icon="terp-rating-rated"
266 domain="[]" context="{'group_by':'priority'}" />
267 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
268 context="{'group_by':'state'}" />
269 <separator orientation="vertical"/>
270 <filter string="Date" icon="terp-go-month"
271 domain="[]" help="Request Date"
272 context="{'group_by':'date'}" />
273 <filter string="Deadline" icon="terp-go-month"
275 context="{'group_by':'date_deadline'}" />