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="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="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" context="{'object_id':'crm.helpdesk'}"/>
  65                                 <field name="channel_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" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  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" readonly="1">
 100                                 <tree string="History">
 101                                     <field name="display_text" string="History Information"/>
 102                                     <field name="email_from" invisible="1"/>
 103                                     <button
 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" />
 108                                 </tree>
 109                             </field>
 110                              <button string="Add Internal Note"
 111                                 name="%(crm.action_crm_add_note)d"
 112                                 context="{'model': 'crm.lead' }"
 113                                 icon="terp-document-new" type="action" />
 114                             <button string="Send New Email"
 115                                 name="%(mail.action_email_compose_message_wizard)d"
 116                                 icon="terp-mail-message-new" type="action"/>
 117                         </page>
 118                         <page string="Extra Info" groups="base.group_extended">
 119                             <group colspan="2" col="2">
 120                                 <separator colspan="4" string="Dates"/>
 121                                 <field name="create_date"/>
 122                                 <field name="write_date"/>
 123                                 <field name="date_closed"/>
 124                             </group>
 125                             <group colspan="2" col="2">
 126                                 <separator colspan="4" string="Misc"/>
 127                                 <field name="id" select="1"/>
 128                                 <field name="active"/>
 129                             </group>
 130                             <group colspan="2" col="2">
 131                                 <separator colspan="4" string="Estimates"/>
 132                                 <field name="planned_cost"/>
 133                             </group>
 134                             <newline/>
 135                             <group colspan="4" col="2">
 136                                 <separator colspan="4" string="References"/>
 137                                 <field colspan="4" name="ref"/>
 138                                 <field colspan="4" name="ref2"/>
 139                             </group>
 140                         </page>
 141                     </notebook>
 142                 </form>
 143             </field>
 144         </record>
 145
 146         <!-- Helpdesk Support Tree View  -->
 147
 148         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 149             <field name="name">CRM - Helpdesk Support Tree</field>
 150             <field name="model">crm.helpdesk</field>
 151             <field name="type">tree</field>
 152             <field name="arch" type="xml">
 153                 <tree string="Helpdesk Support Tree"
 154                     colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
 155                     <field name="name" string="Query" />
 156                     <field name="partner_id" string="Partner"/>
 157                     <field name="date" string="Date"/>
 158                     <field name="date_deadline"/>
 159                     <field name="user_id"/>
 160                     <field name="section_id"/>
 161                     <field name="priority"/>
 162                     <field name="state"/>
 163                     <button name="case_cancel" string="Cancel"
 164                         states="draft,open,pending" type="object"
 165                         icon="gtk-cancel" />
 166                     <button name="case_open" string="Open"
 167                         states="draft,pending" type="object"
 168                         icon="gtk-go-forward" />
 169                     <button name="case_pending" string="Pending"
 170                         states="draft,open" type="object"
 171                         icon="gtk-media-pause" />
 172                     <button name="case_escalate" string="Escalate"
 173                         groups="base.group_extended"
 174                         states="open,draft,pending" type="object"
 175                         icon="gtk-go-up" />
 176                     <button name="case_close" string="Done"
 177                         states="open,draft,pending" type="object"
 178                         icon="gtk-close" />
 179                     <button name="case_reset" string="Reset to Draft"
 180                         states="done,cancel" type="object" icon="gtk-convert" />
 181                 </tree>
 182             </field>
 183         </record>
 184
 185         <!--  Helpdesk Support Calendar View -->
 186
 187         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 188             <field name="name">CRM - Helpdesk Support Calendar</field>
 189             <field name="model">crm.helpdesk</field>
 190             <field name="type">calendar</field>
 191             <field name="priority" eval="2"/>
 192             <field name="arch" type="xml">
 193                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 194                     <field name="name"/>
 195                     <field name="partner_id"/>
 196                     <field name="categ_id"/>
 197                 </calendar>
 198             </field>
 199         </record>
 200
 201         <!-- Helpdesk Support Search View  -->
 202
 203         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 204             <field name="name">CRM - Helpdesk Search</field>
 205             <field name="model">crm.helpdesk</field>
 206             <field name="type">search</field>
 207             <field name="arch" type="xml">
 208                 <search string="Search Helpdesk">
 209                     <filter icon="terp-check" string="New"
 210                         name="current"
 211                         domain="[('state','=','draft')]"
 212                         help="New Helpdesk Request" />
 213                     <filter icon="terp-camera_test"
 214                         string="Open"
 215                         domain="[('state','=','open')]"
 216                         help="Open Helpdesk Request"
 217                     />
 218                     <filter icon="terp-gtk-media-pause"
 219                         string="Pending"
 220                         domain="[('state','=','pending')]"
 221                         help="All pending Helpdesk Request"
 222                     />
 223                     <separator orientation="vertical"/>
 224                     <filter icon="terp-go-today" string="Today"
 225                         domain="[('date','&gt;=',current_date), ('date','&lt;=',current_date)]"
 226                         help="Todays's Helpdesk Requests"
 227                         />
 228                     <filter icon="terp-go-week"
 229                         string="7 Days"
 230                         help="Helpdesk requests during last 7 days"
 231                         domain="[('date','&lt;',current_date), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 232                         />
 233                     <separator orientation="vertical"/>
 234                     <field name="name" string="Query"/>
 235                     <field name="partner_id" />
 236                     <field name="user_id" widget="selection"/>
 237                     <field name="section_id" widget="selection" string="Sales Team">
 238                         <filter icon="terp-personal+" groups="base.group_extended"
 239                             domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 240                             help="My Sales Team(s)" />
 241                     </field>
 242                     <newline/>
 243                     <group expand="0" string="Group By...">
 244                         <filter string="Partner" icon="terp-partner"
 245                             domain="[]" help="Partner"
 246                             context="{'group_by':'partner_id'}" />
 247                         <filter string="Responsible" icon="terp-personal"
 248                             domain="[]" help="Responsible User"
 249                             context="{'group_by':'user_id'}" />
 250                         <filter string="Sales Team" icon="terp-personal+"
 251                             domain="[]" help="Sales Team"
 252                             context="{'group_by':'section_id'}" />
 253                         <separator orientation="vertical"/>
 254                         <filter string="Priority" icon="terp-rating-rated"
 255                             domain="[]" context="{'group_by':'priority'}" />
 256                         <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 257                             context="{'group_by':'state'}" />
 258                         <separator orientation="vertical"/>
 259                         <filter string="Date" icon="terp-go-month"
 260                             domain="[]" help="Request Date"
 261                             context="{'group_by':'date'}" />
 262                         <filter string="Deadline" icon="terp-go-month"
 263                             domain="[]"
 264                             context="{'group_by':'date_deadline'}" />
 265                     </group>
 266                 </search>
 267             </field>
 268         </record>
 269
 270     </data>
 271 </openerp>