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>
20 <menuitem action="crm_helpdesk_categ_action" name="Categories"
21 id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" />
23 <!-- Helpdesk Support Form View -->
25 <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
26 <field name="name">CRM - Helpdesk Support Form</field>
27 <field name="model">crm.helpdesk</field>
28 <field name="type">form</field>
29 <field name="arch" type="xml">
30 <form string="Helpdesk Support">
31 <group colspan="4" col="7">
32 <field name="name" select="1" string="Query"/>
33 <field name="section_id" widget="selection"/>
34 <field name="user_id" select="1"/>
35 <button name="remind_user"
37 string="Send Reminder" type="object"
38 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"/>
65 <field name="canal_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_open"
74 states="draft,pending" string="Open"
75 type="object" icon="gtk-go-forward" />
76 <button name="case_pending"
77 states="draft,open" string="Pending"
78 type="object" icon="gtk-media-pause" />
79 <button name="case_escalate"
80 states="open,draft,pending"
81 string="Escalate" type="object"
83 <button name="case_close"
84 states="open,draft,pending" string="Close"
85 type="object" icon="gtk-jump-to" />
86 <button name="case_cancel"
87 states="draft,open,pending" string="Cancel"
88 type="object" icon="gtk-cancel" />
89 <button name="case_reset"
91 string="Reset to Draft" type="object"
95 <page string="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">
100 <tree string="Communication history">
101 <field name="display_text" string="History Information"/>
104 name="%(crm.action_crm_send_mail)d"
105 context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
106 icon="terp-mail-replied" type="action" />
108 <form string="Communication history">
109 <group col="4" colspan="4">
110 <field name="email_from"/>
112 <field name="email_to" widget="char" size="512"/>
113 <field name="email_cc" widget="char" size="512"/>
114 <field name="name" colspan="4" widget="char" size="512"/>
116 <notebook colspan="4">
117 <page string="Details">
118 <field name="description" colspan="4" nolabel="1"/>
120 <page string="Attachments">
121 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
126 name="%(crm.action_crm_send_mail)d"
127 context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
128 icon="terp-mail-replied" type="action" />
131 <button colspan="4" string="Send New Email"
132 name="%(crm.action_crm_send_mail)d"
133 context="{'mail':'new', 'model': 'crm.helpdesk'}"
134 icon="terp-mail-message-new" type="action" />
136 <page string="Extra Info" groups="base.group_extended">
137 <group colspan="2" col="2">
138 <separator colspan="4" string="Dates"/>
139 <field name="create_date"/>
140 <field name="date_closed"/>
142 <group colspan="2" col="2">
143 <separator colspan="4" string="Misc"/>
144 <field name="id" select="1"/>
145 <field name="active"/>
147 <group colspan="2" col="2">
148 <separator colspan="4" string="Estimates"/>
149 <field name="planned_cost"/>
152 <group colspan="4" col="2">
153 <separator colspan="4" string="References"/>
154 <field colspan="4" name="ref"/>
155 <field colspan="4" name="ref2"/>
163 <!-- Helpdesk Support Tree View -->
165 <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
166 <field name="name">CRM - Helpdesk Support Tree</field>
167 <field name="model">crm.helpdesk</field>
168 <field name="type">tree</field>
169 <field name="arch" type="xml">
170 <tree string="Helpdesk Support Tree"
171 colors="black:state=='open';blue:state=='pending';grey:state in ('cancel','close')">
172 <field name="name" string="Query" />
173 <field name="partner_id" string="Partner"/>
174 <field name="date" string="Date"/>
175 <field name="date_deadline"/>
176 <field name="user_id"/>
177 <field name="section_id"/>
178 <field name="priority"/>
179 <field name="som" invisible="1"/>
180 <field name="state"/>
181 <button name="case_open" string="Open"
182 states="draft,pending" type="object"
183 icon="gtk-go-forward" />
184 <button name="case_pending" string="Pending"
185 states="draft,open" type="object"
186 icon="gtk-media-pause" />
187 <button name="case_escalate" string="Escalate"
188 groups="base.group_extended"
189 states="open,draft,pending" type="object"
191 <button name="case_close" string="Done"
192 states="open,draft,pending" type="object"
194 <button name="case_cancel" string="Cancel"
195 states="draft,open,pending" type="object"
197 <button name="case_reset" string="Reset to Draft"
198 states="done,cancel" type="object" icon="gtk-convert" />
203 <!-- Helpdesk Support Calendar View -->
205 <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
206 <field name="name">CRM - Helpdesk Support Calendar</field>
207 <field name="model">crm.helpdesk</field>
208 <field name="type">calendar</field>
209 <field name="priority" eval="2"/>
210 <field name="arch" type="xml">
211 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
213 <field name="partner_id"/>
214 <field name="categ_id"/>
219 <!-- Helpdesk Support Search View -->
221 <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
222 <field name="name">CRM - Helpdesk Search</field>
223 <field name="model">crm.helpdesk</field>
224 <field name="type">search</field>
225 <field name="arch" type="xml">
226 <search string="Search Helpdesk">
227 <filter icon="terp-go-today" string="Today"
229 domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
230 help="Todays's Helpdesk Requests"
232 <filter icon="terp-go-week"
233 string="7 Days" separator="1"
234 help="Helpdesk requests during last 7 days"
235 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
237 <separator orientation="vertical"/>
238 <field name="name" select='1' string="Query"/>
239 <field name="partner_id" />
240 <field name="user_id" select="1" widget="selection"/>
241 <field name="section_id" select="1" widget="selection" string="Sales Team">
242 <filter icon="terp-personal+"
243 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
247 <group expand="0" string="Group By...">
248 <filter string="Partner" icon="terp-partner"
249 domain="[]" help="Partner"
250 context="{'group_by':'partner_id'}" />
251 <filter string="Responsible" icon="terp-personal"
252 domain="[]" help="Responsible User"
253 context="{'group_by':'user_id'}" />
254 <filter string="Sales Team" icon="terp-personal+"
255 domain="[]" help="Sales Team"
256 context="{'group_by':'section_id'}" />
257 <separator orientation="vertical"/>
258 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
259 context="{'group_by':'state'}" />
260 <filter string="Priority" icon="terp-rating-rated"
261 domain="[]" context="{'group_by':'priority'}" />
262 <filter string="State of Mind"
263 icon="terp-face-plain"
264 domain="[]" context="{'group_by':'som'}" />
265 <separator orientation="vertical"/>
266 <filter string="Date" icon="terp-go-month"
267 domain="[]" help="Request Date"
268 context="{'group_by':'date'}" />
269 <filter string="Deadline" icon="terp-go-month"
271 context="{'group_by':'date_deadline'}" />