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" version="7.0">
  31                 <header>
  32                     <button name="case_open" string="Open" type="object" class="oe_highlight"
  33                             states="draft,pending"/>
  34                     <button name="case_close" string="Close Case" type="object" states="draft,pending"/>
  35                     <button name="case_close" string="Close Case" type="object" states="open" class="oe_highlight"/>
  36                     <button name="case_pending" string="Pending" type="object"
  37                             states="draft"/>
  38                     <button name="case_pending" string="Pending" type="object"
  39                             states="open"/>
  40                     <button name="case_reset" string="Reset to Draft" type="object"
  41                             states="cancel,done"/>
  42                     <button name="case_escalate" string="Escalate" type="object"
  43                             states="open,draft,pending"/>
  44                     <button name="case_cancel" string="Cancel Case" type="object"
  45                             states="draft,open,pending"/>
  46                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  47                 </header>
  48                 <sheet string="Helpdesk Support">
  49                     <group col="4" class="oe_header">
  50                         <field name="name" string="Query"/>
  51                         <field name="section_id" widget="selection" groups="base.group_multi_salesteams"/>
  52                         <field name="user_id"/>
  53                         <field name="date"/>
  54                         <field name="date_deadline"/>
  55                     </group>
  56                     <notebook>
  57                         <page string="General">
  58                             <group>
  59                                 <group string="Communication">
  60                                     <field name="partner_id"
  61                                         on_change="onchange_partner_id(partner_id, email_from)"
  62                                         />
  63                                     <field name="email_from"/>
  64                                 </group>
  65                                 <group string="Categorization">
  66                                     <field name="priority"/>
  67                                     <field name="categ_id" domain="[('object_id.model', '=', 'crm.helpdesk')]"/>
  68                                     <field name="channel_id"/>
  69                                 </group>
  70                             </group>
  71
  72                             <separator string="Notes"/>
  73                             <field name="description"/>
  74                         </page>
  75                         <page string="Extra Info">
  76                             <group>
  77                                 <group groups="base.group_no_one" string="Dates">
  78                                     <field name="create_date"/>
  79                                     <field name="write_date"/>
  80                                     <field name="date_closed"/>
  81                                 </group>
  82                                 <group string="Misc">
  83                                     <field name="id"/>
  84                                     <field name="active"/>
  85                                 </group>
  86                                 <group string="Estimates">
  87                                     <field name="planned_cost"/>
  88                                 </group>
  89                                 <group string="References">
  90                                     <field name="ref"/>
  91                                     <field name="ref2"/>
  92                                 </group>
  93                             </group>
  94                         </page>
  95                     </notebook>
  96                 </sheet>
  97                 <div class="oe_chatter">
  98                     <field name="message_ids" widget="mail_thread"/>
  99                     <field name="message_follower_ids" widget="mail_followers"/>
 100                 </div>
 101                 </form>
 102             </field>
 103         </record>
 104
 105         <!-- Helpdesk Support Tree View  -->
 106
 107         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 108             <field name="name">CRM - Helpdesk Support Tree</field>
 109             <field name="model">crm.helpdesk</field>
 110             <field name="arch" type="xml">
 111                 <tree string="Helpdesk Support Tree"
 112                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 113                     <field name="name" string="Query" />
 114                     <field name="partner_id" string="Partner"/>
 115                     <field name="date" string="Date"/>
 116                     <field name="date_deadline"/>
 117                     <field name="user_id"/>
 118                     <field name="section_id" groups="base.group_multi_salesteams"/>
 119                     <field name="priority"/>
 120                     <field name="state"/>
 121                 </tree>
 122             </field>
 123         </record>
 124
 125         <!--  Helpdesk Support Calendar View -->
 126
 127         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 128             <field name="name">CRM - Helpdesk Support Calendar</field>
 129             <field name="model">crm.helpdesk</field>
 130             <field name="priority" eval="2"/>
 131             <field name="arch" type="xml">
 132                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 133                     <field name="name"/>
 134                     <field name="partner_id"/>
 135                     <field name="categ_id"/>
 136                 </calendar>
 137             </field>
 138         </record>
 139
 140         <!-- Helpdesk Support Search View  -->
 141
 142         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 143             <field name="name">CRM - Helpdesk Search</field>
 144             <field name="model">crm.helpdesk</field>
 145             <field name="arch" type="xml">
 146                 <search string="Search Helpdesk">
 147                     <field name="name" string="Query"/>
 148                     <field name="date"/>
 149                     <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Helpdesk Request" />
 150                     <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Helpdesk Request" />
 151                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
 152                     <separator/>
 153                     <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])]"
 154                             help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
 155                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 156                     <field name="user_id"/>
 157                     <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
 158                     <group expand="0" string="Group By...">
 159                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
 160                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
 161                         <filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 162                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 163                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
 164                         <filter string="Date" icon="terp-go-month" domain="[]" help="Request Date" context="{'group_by':'date'}" />
 165                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}" />
 166                     </group>
 167                 </search>
 168             </field>
 169         </record>
 170
 171     </data>
 172 </openerp>