<data>
<!-- Helpdesk Support Categories Configuration Menu-->
<menuitem id="menu_config_helpdesk" name="Helpdesk"
- groups="base.group_extended,base.group_system"
- parent="base.menu_base_config" sequence="7" />
+ groups="base.group_extended"
+ parent="base.menu_base_config" sequence="60" />
<!-- Helpdesk Support Categories Form View -->
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
- <field name="context">{'object_id':'crm.helpdesk'}</field>
+ <field name="context" eval="{'object_id': ref('model_crm_helpdesk')}"/>
+ <field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
</record>
<menuitem action="crm_helpdesk_categ_action" name="Categories"
- id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" />
+ id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
<!-- Helpdesk Support Form View -->
<field name="partner_id" colspan="2"
on_change="onchange_partner_id(partner_id, email_from)"
select="1" />
- <field name="partner_address_id" colspan="2"
- on_change="onchange_partner_address_id(partner_address_id, email_from)"
- />
<newline/>
<field name="email_from" colspan="2"/>
<button name="remind_partner"
<group col="2" colspan="2">
<separator colspan="4" string="Categorization"/>
<field name="priority"/>
- <field name="categ_id"/>
- <field name="canal_id"/>
+ <field name="categ_id" context="{'object_id':'crm.helpdesk'}"/>
+ <field name="channel_id"/>
</group>
<separator colspan="4" string="Notes"/>
<field name="description" colspan="4" nolabel="1" />
<separator colspan="4"/>
<group col="8" colspan="4">
- <field name="state" select="1"/>
+ <field name="state" select="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
+ <button name="case_cancel"
+ states="draft,open,pending" string="Cancel"
+ type="object" icon="gtk-cancel" />
<button name="case_open"
states="draft,pending" string="Open"
type="object" icon="gtk-go-forward" />
<button name="case_close"
states="open,draft,pending" string="Close"
type="object" icon="gtk-jump-to" />
- <button name="case_cancel"
- states="draft,open,pending" string="Cancel"
- type="object" icon="gtk-cancel" />
<button name="case_reset"
states="done,cancel"
string="Reset to Draft" type="object"
icon="gtk-convert" />
</group>
</page>
- <page string="History" groups="base.group_extended">
+ <page string="Communication & History" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
</group>
- <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
- <tree string="Communication history">
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
+ <tree string="History">
<field name="display_text" string="History Information"/>
+ <field name="email_from" invisible="1"/>
<button
- string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
+ string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
icon="terp-mail-replied" type="action" />
</tree>
- <form string="Communication history">
- <group col="4" colspan="4">
- <field name="email_from"/>
- <field name="date"/>
- <field name="email_to" widget="char" size="512"/>
- <field name="email_cc" widget="char" size="512"/>
- <field name="name" colspan="4" widget="char" size="512"/>
- <field name="history" invisible="1"/>
- </group>
- <notebook colspan="4">
- <page string="Details">
- <group attrs="{'invisible': [('history', '!=', True)]}">
- <field name="description" colspan="4" nolabel="1" height="250"/>
- <button colspan="4"
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.helpdesk', 'include_original' : True}"
- icon="terp-mail-replied" type="action" />
- </group>
- <group attrs="{'invisible': [('history', '=', True)]}">
- <field name="display_text" colspan="4" nolabel="1" height="250"/>
- </group>
- </page>
- <page string="Attachments">
- <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
- </page>
- </notebook>
- </form>
</field>
- <button colspan="4" string="Send New Email"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'new', 'model': 'crm.helpdesk'}"
- icon="terp-mail-message-new" type="action" />
+ <button string="Add Internal Note"
+ name="%(crm.action_crm_add_note)d"
+ context="{'model': 'crm.lead' }"
+ icon="terp-document-new" type="action" />
+ <button string="Send New Email"
+ name="%(mail.action_email_compose_message_wizard)d"
+ icon="terp-mail-message-new" type="action"/>
</page>
<page string="Extra Info" groups="base.group_extended">
- <group colspan="2" col="2">
+ <group colspan="2" col="2" groups="base.group_no_one">
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
+ <field name="write_date"/>
<field name="date_closed"/>
</group>
<group colspan="2" col="2">
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Helpdesk Support Tree"
- colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','close')">
+ colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
<field name="name" string="Query" />
<field name="partner_id" string="Partner"/>
<field name="date" string="Date"/>
<field name="section_id"/>
<field name="priority"/>
<field name="state"/>
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Done"
states="open,draft,pending" type="object"
icon="gtk-close" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
<button name="case_reset" string="Reset to Draft"
states="done,cancel" type="object" icon="gtk-convert" />
</tree>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Helpdesk">
+ <filter icon="terp-check" string="New"
+ name="current"
+ domain="[('state','=','draft')]"
+ help="New Helpdesk Request" />
+ <filter icon="terp-camera_test"
+ string="Open"
+ domain="[('state','=','open')]"
+ help="Open Helpdesk Request"
+ />
+ <filter icon="terp-gtk-media-pause"
+ string="Pending"
+ domain="[('state','=','pending')]"
+ help="All pending Helpdesk Request"
+ />
+ <separator orientation="vertical"/>
<filter icon="terp-go-today" string="Today"
- separator="1"
- domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
+ domain="[('date','>=',current_date), ('date','<=',current_date)]"
help="Todays's Helpdesk Requests"
/>
<filter icon="terp-go-week"
- string="7 Days" separator="1"
+ string="7 Days"
help="Helpdesk requests during last 7 days"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
+ domain="[('date','<',current_date), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
- <field name="name" select='1' string="Query"/>
+ <field name="name" string="Query"/>
<field name="partner_id" />
- <field name="user_id" select="1" widget="selection"/>
- <field name="section_id" select="1" widget="selection" string="Sales Team">
- <filter icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My section" />
+ <field name="user_id" widget="selection"/>
+ <field name="section_id" widget="selection" string="Sales Team">
+ <filter icon="terp-personal+" groups="base.group_extended"
+ domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ help="My Sales Team(s)" />
</field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"
- domain="[]" help="Partner"
- context="{'group_by':'partner_id'}" />
+ domain="[]" help="Partner"
+ context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-personal"
- domain="[]" help="Responsible User"
- context="{'group_by':'user_id'}" />
+ domain="[]" help="Responsible User"
+ context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+"
- domain="[]" help="Sales Team"
- context="{'group_by':'section_id'}" />
+ domain="[]" help="Sales Team"
+ context="{'group_by':'section_id'}" />
<separator orientation="vertical"/>
- <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
- context="{'group_by':'state'}" />
<filter string="Priority" icon="terp-rating-rated"
domain="[]" context="{'group_by':'priority'}" />
+ <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
+ context="{'group_by':'state'}" />
<separator orientation="vertical"/>
<filter string="Date" icon="terp-go-month"
- domain="[]" help="Request Date"
- context="{'group_by':'date'}" />
- <filter string="Deadline" icon="terp-go-month"
- domain="[]"
- context="{'group_by':'date_deadline'}" />
+ domain="[]" help="Request Date"
+ context="{'group_by':'date'}" />
+ <filter string="Deadline" icon="terp-go-month"
+ domain="[]"
+ context="{'group_by':'date_deadline'}" />
</group>
</search>
</field>
projects / odoo / odoo.git / blobdiff