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="7" />
   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">{'object_id':'crm.helpdesk'}</field>
  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" />
  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                                 <field name="partner_address_id" colspan="2"
  51                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
  52                                 />
  53                                 <newline/>
  54                                 <field name="email_from" colspan="2"/>
  55                                 <button name="remind_partner"
  56                                     states="open,pending"
  57                                     string="Send Reminder" type="object"
  58                                     icon="gtk-go-forward" />
  59                             </group>
  60
  61                             <group col="2" colspan="2">
  62                                 <separator colspan="4" string="Categorization"/>
  63                                 <field name="priority"/>
  64                                 <field name="categ_id"/>
  65                                 <field name="canal_id"/>
  66                             </group>
  67
  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"
  85                                     icon="gtk-go-up" />
  86                                 <button name="case_close"
  87                                     states="open,draft,pending" string="Close"
  88                                     type="object" icon="gtk-jump-to" />
  89                                 <button name="case_reset"
  90                                     states="done,cancel"
  91                                     string="Reset to Draft" type="object"
  92                                     icon="gtk-convert" />
  93                             </group>
  94                         </page>
  95                         <page string="Communication &amp; History" groups="base.group_extended">
  96                             <group colspan="4">
  97                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
  98                             </group>
  99                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 100                                 <tree string="History">
 101                                     <field name="display_text" string="History Information"/>
 102                                     <field name="history" invisible="1"/>
 103                                     <button
 104                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 105                                         name="%(crm.action_crm_send_mail)d"
 106                                         context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
 107                                         icon="terp-mail-replied" type="action" />
 108                                 </tree>
 109                                 <form string="History">
 110                                     <group col="4" colspan="4">
 111                                         <field name="email_from"/>
 112                                         <field name="date"/>
 113                                         <field name="email_to" widget="char" size="512"/>
 114                                         <field name="email_cc" widget="char" size="512"/>
 115                                         <field name="name" colspan="4" widget="char" size="512"/>
 116                                         <field name="history" invisible="1"/>
 117                                     </group>
 118                                     <notebook colspan="4">
 119                                         <page string="Details">
 120                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 121                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 122                                                 <button colspan="4"
 123                                                     string="Reply"
 124                                                     name="%(crm.action_crm_send_mail)d"
 125                                                     context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
 126                                                     icon="terp-mail-replied" type="action" />
 127                                              </group>
 128                                             <group attrs="{'invisible': [('history', '=', True)]}">
 129                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 130                                             </group>
 131                                         </page>
 132                                         <page string="Attachments">
 133                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 134                                         </page>
 135                                     </notebook>
 136                                 </form>
 137                             </field>
 138                              <button string="Add Internal Note"
 139                                 name="%(crm.action_crm_add_note)d"
 140                                 context="{'model': 'crm.lead' }"
 141                                 icon="terp-document-new" type="action" />
 142                             <button string="Send New Email"
 143                                 name="%(crm.action_crm_send_mail)d"
 144                                 context="{'mail':'new', 'model': 'crm.helpdesk'}"
 145                                 icon="terp-mail-message-new" type="action" />
 146                         </page>
 147                         <page string="Extra Info" groups="base.group_extended">
 148                             <group colspan="2" col="2">
 149                                 <separator colspan="4" string="Dates"/>
 150                                 <field name="create_date"/>
 151                                 <field name="date_closed"/>
 152                             </group>
 153                             <group colspan="2" col="2">
 154                                 <separator colspan="4" string="Misc"/>
 155                                 <field name="id" select="1"/>
 156                                 <field name="active"/>
 157                             </group>
 158                             <group colspan="2" col="2">
 159                                 <separator colspan="4" string="Estimates"/>
 160                                 <field name="planned_cost"/>
 161                             </group>
 162                             <newline/>
 163                             <group colspan="4" col="2">
 164                                 <separator colspan="4" string="References"/>
 165                                 <field colspan="4" name="ref"/>
 166                                 <field colspan="4" name="ref2"/>
 167                             </group>
 168                         </page>
 169                     </notebook>
 170                 </form>
 171             </field>
 172         </record>
 173
 174         <!-- Helpdesk Support Tree View  -->
 175
 176         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 177             <field name="name">CRM - Helpdesk Support Tree</field>
 178             <field name="model">crm.helpdesk</field>
 179             <field name="type">tree</field>
 180             <field name="arch" type="xml">
 181                 <tree string="Helpdesk Support Tree"
 182                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','close')">
 183                     <field name="name" string="Query" />
 184                     <field name="partner_id" string="Partner"/>
 185                     <field name="date" string="Date"/>
 186                     <field name="date_deadline"/>
 187                     <field name="user_id"/>
 188                     <field name="section_id"/>
 189                     <field name="priority"/>
 190                     <field name="state"/>
 191                     <button name="case_cancel" string="Cancel"
 192                         states="draft,open,pending" type="object"
 193                         icon="gtk-cancel" />
 194                     <button name="case_open" string="Open"
 195                         states="draft,pending" type="object"
 196                         icon="gtk-go-forward" />
 197                     <button name="case_pending" string="Pending"
 198                         states="draft,open" type="object"
 199                         icon="gtk-media-pause" />
 200                     <button name="case_escalate" string="Escalate"
 201                         groups="base.group_extended"
 202                         states="open,draft,pending" type="object"
 203                         icon="gtk-go-up" />
 204                     <button name="case_close" string="Done"
 205                         states="open,draft,pending" type="object"
 206                         icon="gtk-close" />
 207                     <button name="case_reset" string="Reset to Draft"
 208                         states="done,cancel" type="object" icon="gtk-convert" />
 209                 </tree>
 210             </field>
 211         </record>
 212
 213         <!--  Helpdesk Support Calendar View -->
 214
 215         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 216             <field name="name">CRM - Helpdesk Support Calendar</field>
 217             <field name="model">crm.helpdesk</field>
 218             <field name="type">calendar</field>
 219             <field name="priority" eval="2"/>
 220             <field name="arch" type="xml">
 221                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 222                     <field name="name"/>
 223                     <field name="partner_id"/>
 224                     <field name="categ_id"/>
 225                 </calendar>
 226             </field>
 227         </record>
 228
 229         <!-- Helpdesk Support Search View  -->
 230
 231         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 232             <field name="name">CRM - Helpdesk Search</field>
 233             <field name="model">crm.helpdesk</field>
 234             <field name="type">search</field>
 235             <field name="arch" type="xml">
 236                 <search string="Search Helpdesk">
 237                     <filter icon="terp-check" string="Current"
 238                         separator="1"
 239                         domain="[('state','!=','done')]"
 240                         help="Unclosed cases"
 241                         />
 242                     <filter icon="terp-go-today" string="Today"
 243                         separator="1"
 244                         domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
 245                         help="Todays's Helpdesk Requests"
 246                         />
 247                     <filter icon="terp-go-week"
 248                         string="7 Days" separator="1"
 249                         help="Helpdesk requests during last 7 days"
 250                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 251                         />
 252                     <filter icon="terp-go-week"
 253                         string="Next 7 Days" separator="1"
 254                         help="Helpdesk requests next action during next 7 days"
 255                         domain="[('date_action_next','&gt;', time.strftime('%%Y-%%m-%%d')), ('date_action_next','&lt;=',(datetime.date.today()+datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 256                         />
 257                     <separator orientation="vertical"/>
 258                     <field name="name" select='1' string="Query"/>
 259                     <field name="partner_id" />
 260                     <field name="user_id" select="1" widget="selection"/>
 261                     <field name="section_id" select="1" widget="selection" string="Sales Team">
 262                         <filter icon="terp-personal+" groups="base.group_extended"
 263                             domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 264                             help="My Sales Team(s)" />
 265                     </field>
 266                     <newline/>
 267                     <group expand="0" string="Group By...">
 268                         <filter string="Partner" icon="terp-partner"
 269                             domain="[]" help="Partner"
 270                             context="{'group_by':'partner_id'}" />
 271                         <filter string="Responsible" icon="terp-personal"
 272                             domain="[]" help="Responsible User"
 273                             context="{'group_by':'user_id'}" />
 274                         <filter string="Sales Team" icon="terp-personal+"
 275                             domain="[]" help="Sales Team"
 276                             context="{'group_by':'section_id'}" />
 277                         <separator orientation="vertical"/>
 278                         <filter string="Priority" icon="terp-rating-rated"
 279                             domain="[]" context="{'group_by':'priority'}" />
 280                         <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 281                             context="{'group_by':'state'}" />
 282                         <separator orientation="vertical"/>
 283                         <filter string="Date" icon="terp-go-month"
 284                             domain="[]" help="Request Date"
 285                             context="{'group_by':'date'}" />
 286                         <filter string="Deadline" icon="terp-go-month"
 287                             domain="[]"
 288                             context="{'group_by':'date_deadline'}" />
 289                     </group>
 290                 </search>
 291             </field>
 292         </record>
 293
 294     </data>
 295 </openerp>