addons/crm_helpdesk/crm_helpdesk_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Helpdesk Support Categories Form View -->
   6
   7         <record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
   8             <field name="name">Helpdesk Categories</field>
   9             <field name="res_model">crm.case.categ</field>
  10             <field name="view_type">form</field>
  11             <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12             <field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
  13             <field name="context">{'object_id':'crm.helpdesk'}</field>
  14         </record>
  15
  16         <menuitem action="crm_helpdesk_categ_action"
  17             id="menu_crm_case_helpdesk-act" parent="crm.menu_crm_case_categ" />
  18
  19         <!--  Helpdesk Support Form View -->
  20
  21         <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
  22             <field name="name">CRM - Helpdesk Support Form</field>
  23             <field name="model">crm.helpdesk</field>
  24             <field name="type">form</field>
  25             <field name="arch" type="xml">
  26                 <form string="Helpdesk Support">
  27                     <group colspan="4" col="7">
  28                         <field name="name" select="1"/>
  29                         <field name="section_id" widget="selection"/>
  30                         <field name="user_id" select="1"/>
  31                         <button name="remind_user"
  32                             states="open,pending"
  33                             string="Send Reminder" type="object"
  34                             icon="gtk-go-forward" />
  35                         <field name="som"/>
  36                         <field name="date" select="1"/>
  37                         <field name="date_deadline"/>
  38                     </group>
  39                     <notebook colspan="4">
  40                         <page string="General">
  41                             <group col="3" colspan="2">
  42                                 <separator colspan="4" string="Communication"/>
  43                                 <field name="partner_id" colspan="2"
  44                                     on_change="onchange_partner_id(partner_id, email_from)"
  45                                     select="1" />
  46                                 <field name="partner_address_id" colspan="2"
  47                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
  48                                 />
  49                                 <newline/>
  50                                 <field name="email_from" colspan="2"/>
  51                                 <button name="remind_partner"
  52                                     states="open,pending"
  53                                     string="Send Reminder" type="object"
  54                                     icon="gtk-go-forward" />
  55                             </group>
  56
  57                             <group col="2" colspan="2">
  58                                 <separator colspan="4" string="Categorization"/>
  59                                 <field name="priority"/>
  60                                 <field name="categ_id"/>
  61                                 <field name="canal_id"/>
  62                             </group>
  63
  64                             <separator colspan="4" string="Notes"/>
  65                             <field name="description" colspan="4"
  66                                 nolabel="1" widget="text_tag" readonly="1" />
  67                             <separator colspan="4"/>
  68                             <group col="8" colspan="4">
  69                                 <field name="state" select="1"/>
  70                                 <button name="case_close"
  71                                 states="open,draft,pending" string="Close"
  72                                 type="object" icon="gtk-close" />
  73                                 <button name="case_open"
  74                                 states="draft,pending" string="Open"
  75                                 type="object" icon="gtk-go-forward" />
  76                                 <button name="case_cancel"
  77                                 states="draft,open,pending" string="Cancel"
  78                                 type="object" icon="gtk-cancel" />
  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_reset"
  87                                 states="done,cancel"
  88                                 string="Reset to Draft" type="object"
  89                                 icon="gtk-convert" />
  90                             </group>
  91                         </page>
  92                         <page string="History" groups="base.group_extended">
  93                             <group colspan="2" col="2">
  94                                 <separator colspan="4" string="Dates"/>
  95                                 <field name="create_date"/>
  96                                 <field name="date_closed"/>
  97                             </group>
  98                             <group colspan="2" col="2">
  99                                 <separator colspan="4" string="Misc"/>
 100                                 <field name="id" select="1"/>
 101                                 <field name="active"/>
 102                             </group>
 103                             <group colspan="2" col="2">
 104                                 <separator colspan="4" string="Estimates"/>
 105                                 <field name="planned_cost"/>
 106                             </group>
 107                             <newline/>
 108                             <group colspan="4" col="2">
 109                                 <separator colspan="4" string="References"/>
 110                                 <field colspan="4" name="ref"/>
 111                                 <field colspan="4" name="ref2"/>
 112                             </group>
 113                             <field colspan="4" name="log_ids" nolabel="1">
 114                                 <tree string="Logs">
 115                                     <field name="name" colspan="4"/>
 116                                     <field name="date"/>
 117                                     <field name="user_id"/>
 118                                 </tree>
 119                                 <form string="Logs">
 120                                     <separator string="Action Information" colspan="4"/>
 121                                     <field name="name" colspan="4"/>
 122                                     <field name="date"/>
 123                                     <field name="user_id"/>
 124                                 </form>
 125                             </field>
 126                         </page>
 127                         <page string="Emails" groups="base.group_extended">
 128                             <group colspan="4">
 129                                 <field colspan="4" name="email_cc" string="CC"/>
 130                             </group>
 131                             <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
 132                                 <form string="Communication history">
 133                                     <group col="6" colspan="4">
 134                                         <field name="date"/>
 135                                         <field name="email_to"/>
 136                                         <field name="email_from"/>
 137                                     </group>
 138                                     <newline/>
 139                                     <field name="description" colspan="4" nolabel="1"/>
 140                                     <button colspan="4"
 141                                         string="Reply to Last Email"
 142                                         name="%(crm.action_crm_send_mail)d"
 143                                         context="{'mail':'reply', 'model': 'crm.helpdesk'}"
 144                                         icon="gtk-undo" type="action" />
 145                                 </form>
 146                                 <tree string="Communication history">
 147                                     <field name="description"/>
 148                                     <field name="email_to"/>
 149                                     <field name="date"/>
 150                                 </tree>
 151                             </field>
 152                             <button colspan="4" string="Send New Email"
 153                                 name="%(crm.action_crm_send_mail)d"
 154                                 context="{'mail':'new', 'model': 'crm.helpdesk'}"
 155                                 icon="gtk-go-forward" type="action" />
 156                         </page>
 157                     </notebook>
 158                 </form>
 159             </field>
 160         </record>
 161
 162         <!-- Helpdesk Support Tree View  -->
 163
 164         <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
 165             <field name="name">CRM - Helpdesk Support Tree</field>
 166             <field name="model">crm.helpdesk</field>
 167             <field name="type">tree</field>
 168             <field name="arch" type="xml">
 169                 <tree string="Helpdesk Support Tree"
 170                     colors="black:state=='open';blue:state=='pending';grey:state in ('cancel','close')">
 171                     <field name="id"/>
 172                     <field name="name" string="Query Description" />
 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="state"/>
 180                     <button name="case_close" string="Done"
 181                         states="open,draft,pending" type="object"
 182                         icon="gtk-close" />
 183                     <button name="case_open" string="Open"
 184                         states="draft,pending" type="object"
 185                         icon="gtk-go-forward" />
 186                     <button name="case_cancel" string="Cancel"
 187                         states="draft,open,pending" type="object"
 188                         icon="gtk-cancel" />
 189                     <button name="case_pending" string="Pending"
 190                         states="draft,open" type="object"
 191                         icon="gtk-media-pause" />
 192                     <button name="case_escalate" string="Escalate"
 193                         groups="base.group_extended"
 194                         states="open,draft,pending" type="object"
 195                         icon="gtk-go-up" />
 196                     <button name="case_reset" string="Reset to Draft"
 197                         states="done,cancel" type="object" icon="gtk-convert" />
 198                 </tree>
 199             </field>
 200         </record>
 201
 202         <!--  Helpdesk Support Calendar View -->
 203
 204         <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
 205             <field name="name">CRM - Helpdesk Support Calendar</field>
 206             <field name="model">crm.helpdesk</field>
 207             <field name="type">calendar</field>
 208             <field name="priority" eval="2"/>
 209             <field name="arch" type="xml">
 210                 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
 211                     <field name="name"/>
 212                     <field name="partner_id"/>
 213                     <field name="categ_id"/>
 214                 </calendar>
 215             </field>
 216         </record>
 217
 218         <!-- Helpdesk Support Search View  -->
 219
 220         <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
 221             <field name="name">CRM - Helpdesk Search</field>
 222             <field name="model">crm.helpdesk</field>
 223             <field name="type">search</field>
 224             <field name="arch" type="xml">
 225                 <search string="Search Helpdesk">
 226                     <filter icon="gtk-home" string="Today"
 227                         separator="1"
 228                         domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
 229                         help="Todays's Helpdesk Requests"
 230                         />
 231                     <filter icon="gtk-media-rewind"
 232                         string="7 Days" separator="1"
 233                         help="Helpdesk requests during last 7 days"
 234                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 235                         />
 236                     <separator orientation="vertical"/>
 237                     <field name="name" select='1' string="Query"/>
 238                     <field name="partner_id" />
 239                     <field name="user_id" select="1" widget="selection"/>
 240                     <field name="section_id" select="1" widget="selection" string="Sales Team">
 241                         <filter icon="terp-crm"
 242                             domain="[('section_id','=',context.get('section_id',False))]"
 243                             help="My section" />
 244                     </field>
 245                     <newline/>
 246                     <group expand="1" string="Group By..." colspan="12" col="20">
 247                         <filter string="Customer" icon="terp-crm"
 248                             domain="[]" context="{'group_by':'partner_id'}" />
 249                         <filter string="State" icon="terp-crm" domain="[]"
 250                             context="{'group_by':'state'}" />
 251                         <filter string="Priority" icon="terp-crm"
 252                             domain="[]" context="{'group_by':'priority'}" />
 253                     </group>
 254                 </search>
 255             </field>
 256         </record>
 257
 258     </data>
 259 </openerp>