[IMP]: crm, fundraising, helpdesk: Improvement in views
bzr revid: rpa@tinyerp.com-20100513083935-i7yob99esgudx1vv
This commit is contained in:
rpa (Open ERP)
parent
b03b10a559
commit
2a88600617
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@ -15,7 +15,7 @@
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<group col="2" colspan="2" attrs="{ 'invisible' : [('name','!=','user')]}">
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<field name="user_id"
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attrs="{ 'required' : [('name','=','user')]}"
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on_change="on_change_email(user_id, partner_id)" />
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on_change="on_change_email(user_id)" />
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</group>
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<group col="4" colspan="4" attrs="{'invisible' : [('name','!=','partner')]}">
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<field name="partner_id" attrs="{'required' : [('name','=','partner')]}" on_change="on_change_partner(partner_id)" colspan="2" />
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@ -23,7 +23,9 @@
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</group>
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<field colspan="4" name="email_to" attrs="{ 'required' : [('name','=','email')]}" />
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<newline/>
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<field name="add_cc" colspan="2" />
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<group colspan="2" col="2">
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<field name="add_cc" colspan="2"/>
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</group>
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<separator string="Email" colspan="4" />
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<field name="subject" colspan="4" />
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<separator string="Mesage body" colspan="4" />
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@ -1,32 +1,31 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<data>
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<!-- Fund Raising Categories Form View -->
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<!-- Fund Raising Categories Form View -->
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<record id="crm_fund_categ_action" model="ir.actions.act_window">
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<field name="name">Fundraising Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<record id="crm_fund_categ_action" model="ir.actions.act_window">
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<field name="name">Fundraising Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fund_categ_action"
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id="menu_crm_case_fundraising-act"
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groups="base.group_extended"
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parent="crm.menu_crm_case_categ" />
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<menuitem action="crm_fund_categ_action"
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id="menu_crm_case_fundraising-act" groups="base.group_extended"
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parent="crm.menu_crm_case_categ" />
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<!-- Fund Stage Form View -->
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<!-- Fund Stage Form View -->
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<record id="crm_fundraising_stage_act" model="ir.actions.act_window">
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<field name="name">Fundraising Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fundraising_stage_act"
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@ -34,15 +33,15 @@
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id="menu_crm_fundraising_stage_act"
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parent="crm.menu_crm_case_stage" />
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<!-- Fund Resource Type Form View -->
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<!-- Fund Resource Type Form View -->
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<record id="crm_fundraising_resource_act" model="ir.actions.act_window">
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<field name="name">Fundraising Resource Type</field>
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fundraising_resource_act"
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@ -51,260 +50,262 @@
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parent="crm.menu_crm_case_resource_type" />
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<!-- Fund Raising Tree View -->
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<!-- Fund Raising Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_fund">
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<field name="name">CRM - Funds Tree</field>
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<field name="model">crm.fundraising</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Funds Tree"
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colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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<field name="name" string="Fund Description" />
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<field name="categ_id" />
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<field name="type_id" string="Payment Mode" />
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<field name="planned_cost" string="Amount" />
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<field name="probability" />
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<field name="user_id" />
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<field name="state" />
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<field name="partner_id" invisible="1"/>
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object" icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object" icon="gtk-convert" />
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</tree>
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</field>
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</record>
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<!-- Fund Raising Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_fund">
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<field name="name">CRM - Funds Form</field>
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<field name="model">crm.fundraising</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Funds Form">
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<group colspan="4" col="4">
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<field name="name" select="1" string="Name"/>
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<field name="type_id" string="Payment Mode" select="1" widget="selection"
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domain="[('object_id.model', '=', 'crm.fundraising')]" />
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</group>
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<notebook colspan="4">
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<page string="Funds">
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<separator colspan="4" string="Communication"/>
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<group colspan="4" col="4">
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" colspan="2"/>
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</group>
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<separator colspan="4" string="Estimates"/>
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<field name="planned_cost"/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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<separator colspan="4" string="Categorization"/>
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<group colspan="4" col="6">
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<field name="user_id" string="Responsible"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="categ_id" select="1"
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widget="selection"
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domain="[('object_id.model', '=', 'crm.fundraising')]" />
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<field name="date"/>
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<field name="duration"/>
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</group>
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<separator colspan="4" string="Notes"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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<field name="state"/>
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_reset"
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string="Reset to Draft" states="done,cancel"
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type="object" icon="gtk-convert" />
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</group>
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</page>
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<page string="History" groups="base.group_extended">
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<field name="id" select="1"/>
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<field name="active"/>
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<field name="priority" string="Priority"/>
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<newline/>
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<field name="canal_id"/>
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<field name="som"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<tree string="Logs">
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</tree>
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<form string="Logs">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</form>
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</field>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date"/>
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<field name="email_to"/>
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<field name="email_from"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4"
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string="Reply to Last Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.fundraising'}"
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email_to"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.fundraising'}"
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icon="gtk-go-forward" type="action" />
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- Fund Raising Calendar View -->
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<record model="ir.ui.view" id="crm_case_calendar_view_fund">
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<field name="name">CRM - Funds Calendar</field>
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<field name="model">crm.fundraising</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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<field name="partner_id"/>
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</calendar>
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</field>
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</record>
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<!-- Fund Raising Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_fund">
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<field name="name">CRM - Funds Graph</field>
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<field name="model">crm.fundraising</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Funds by Categories" type="bar" orientation="horizontal">
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<field name="categ_id"/>
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<field name="planned_cost" operator="+"/>
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<field name="state" group="True"/>
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</graph>
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</field>
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</record>
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<!-- Fund Raising Search View -->
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<record id="view_crm_case_fund_filter" model="ir.ui.view">
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<field name="name">CRM - Funds Search</field>
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<record model="ir.ui.view" id="crm_case_tree_view_fund">
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<field name="name">CRM - Funds Tree</field>
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<field name="model">crm.fundraising</field>
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<field name="type">search</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<search string="Search Funds">
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<group col='6' colspan='4'>
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<filter icon="gtk-new" string="Current"
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domain="[('state','in',('draft', 'open'))]" name="current"
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help="Current Funds" />
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<filter icon="gtk-yes" string="Open"
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domain="[('state','=','open')]"
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help="Open Funds" />
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<filter icon="gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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help="Pending Funds" />
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<separator orientation="vertical" />
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<filter icon="terp-partner" string="My Funds"
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default="1" domain="[('user_id','=',uid)]"
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separator="1"
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help="Funds Related to Current User"
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/>
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<separator orientation="vertical" />
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<field name="state" select="1" />
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<field name="name" select='1'
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string="Fund Description" />
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<field name="user_id" select="1"
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widget="selection">
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<filter icon="terp-partner"
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domain="[('user_id','=', False)]"
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help="Unassigned" />
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</field>
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<field name="section_id" select="1" widget="selection" string="Sales Team">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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help="My section" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Group By..." colspan="10" col="20">
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<filter string="Partner" icon="terp-partner"
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domain="[]"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-crm"
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domain="[]"
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context="{'group_by':'user_id'}" />
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<separator orientation="vertical" />
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<filter string="Type" icon="terp-project"
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domain="[]"
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context="{'group_by':'type_id'}" />
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</group>
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</search>
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<tree string="Funds Tree"
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colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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<field name="name" string="Fund Description" />
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<field name="categ_id" />
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<field name="type_id" string="Payment Mode" />
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<field name="planned_cost" string="Amount" />
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<field name="probability" />
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<field name="user_id" />
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<field name="state" />
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<field name="partner_id" invisible="1"/>
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object" icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object" icon="gtk-convert" />
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</tree>
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</field>
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</record>
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</data>
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<!-- Fund Raising Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_fund">
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<field name="name">CRM - Funds Form</field>
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<field name="model">crm.fundraising</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Funds Form">
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<group colspan="4" col="6">
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<field name="name" select="1" string="Name"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="user_id" string="Responsible"/>
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<field name="date"/>
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<field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
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<field name="type_id" string="Payment Mode" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
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</group>
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<notebook colspan="4">
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<page string="Funds">
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<group colspan="2" col="2">
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<separator colspan="4" string="Communication"/>
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" colspan="2"/>
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</group>
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<group colspan="2" col="2">
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_cost"/>
|
||||
<field name="planned_revenue"/>
|
||||
<field name="probability"/>
|
||||
</group>
|
||||
<separator colspan="4" string="Notes"/>
|
||||
<field name="description" nolabel="1" colspan="4"/>
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-close" />
|
||||
<button name="case_open" string="Open"
|
||||
states="draft,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="draft,open" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_escalate" string="Escalate"
|
||||
states="open,draft,pending" type="object"
|
||||
groups="base.group_extended"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_reset"
|
||||
string="Reset to Draft" states="done,cancel"
|
||||
type="object" icon="gtk-convert" />
|
||||
</group>
|
||||
</page>
|
||||
<page string="History" groups="base.group_extended">
|
||||
<group col="2" colspan="2">
|
||||
<separator colspan="4" string="Misc"/>
|
||||
<field name="active"/>
|
||||
<field name="id" select="1"/>
|
||||
<field name="priority" string="Priority"/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
</group>
|
||||
<group col="2" colspan="2">
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<field name="duration"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<group colspan="4" col="2">
|
||||
<separator colspan="4" string="References"/>
|
||||
<field colspan="4" name="ref"/>
|
||||
<field colspan="4" name="ref2"/>
|
||||
</group>
|
||||
<field name="log_ids" nolabel="1" colspan="4">
|
||||
<tree string="Logs">
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</tree>
|
||||
<form string="Logs">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.fundraising'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'crm.fundraising'}"
|
||||
icon="gtk-go-forward" type="action" />
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Fund Raising Calendar View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_calendar_view_fund">
|
||||
<field name="name">CRM - Funds Calendar</field>
|
||||
<field name="model">crm.fundraising</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Fund Raising Graph View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_fund">
|
||||
<field name="name">CRM - Funds Graph</field>
|
||||
<field name="model">crm.fundraising</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Funds by Categories" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="planned_cost" operator="+"/>
|
||||
<field name="state" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Fund Raising Search View -->
|
||||
|
||||
<record id="view_crm_case_fund_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Funds Search</field>
|
||||
<field name="model">crm.fundraising</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Funds">
|
||||
<group col='6' colspan='4'>
|
||||
<filter icon="gtk-new" string="Current"
|
||||
domain="[('state','in',('draft', 'open'))]" name="current"
|
||||
help="Current Funds" />
|
||||
<filter icon="gtk-yes" string="Open"
|
||||
domain="[('state','=','open')]"
|
||||
help="Open Funds" />
|
||||
<filter icon="gtk-media-pause"
|
||||
string="Pending"
|
||||
domain="[('state','=','pending')]"
|
||||
help="Pending Funds" />
|
||||
<separator orientation="vertical" />
|
||||
<filter icon="terp-partner" string="My Funds"
|
||||
default="1" domain="[('user_id','=',uid)]"
|
||||
separator="1"
|
||||
help="Funds Related to Current User"
|
||||
/>
|
||||
<separator orientation="vertical" />
|
||||
<field name="state" select="1" />
|
||||
<field name="name" select='1'
|
||||
string="Fund Description" />
|
||||
<field name="user_id" select="1"
|
||||
widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=', False)]"
|
||||
help="Unassigned" />
|
||||
</field>
|
||||
<field name="section_id" select="1" widget="selection" string="Sales Team">
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My section" />
|
||||
</field>
|
||||
</group>
|
||||
<newline/>
|
||||
<group expand="0" string="Group By..." colspan="10" col="20">
|
||||
<filter string="Partner" icon="terp-partner"
|
||||
domain="[]"
|
||||
context="{'group_by':'partner_id'}" />
|
||||
<filter string="Responsible" icon="terp-crm"
|
||||
domain="[]"
|
||||
context="{'group_by':'user_id'}" />
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Type" icon="terp-project"
|
||||
domain="[]"
|
||||
context="{'group_by':'type_id'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
|
|
@ -1,252 +1,263 @@
|
|||
<?xml version="1.0"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<data>
|
||||
|
||||
<!-- Helpdesk Support Categories Form View -->
|
||||
<!-- Helpdesk Support Categories Form View -->
|
||||
|
||||
<record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
|
||||
<field name="name">Helpdesk Categories</field>
|
||||
<field name="res_model">crm.case.categ</field>
|
||||
<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>
|
||||
</record>
|
||||
<record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
|
||||
<field name="name">Helpdesk Categories</field>
|
||||
<field name="res_model">crm.case.categ</field>
|
||||
<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>
|
||||
</record>
|
||||
|
||||
<menuitem action="crm_helpdesk_categ_action"
|
||||
id="menu_crm_case_helpdesk-act" parent="crm.menu_crm_case_categ" />
|
||||
<menuitem action="crm_helpdesk_categ_action"
|
||||
id="menu_crm_case_helpdesk-act" parent="crm.menu_crm_case_categ" />
|
||||
|
||||
<!-- Helpdesk Support Form View -->
|
||||
<!-- Helpdesk Support Form View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Form</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Helpdesk Support">
|
||||
<group colspan="4" col="4">
|
||||
<field colspan="4" name="name" select="1"/>
|
||||
<field name="date" select="1"/>
|
||||
<field name="date_deadline"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="General">
|
||||
<separator colspan="4" string="Communication"/>
|
||||
<group col="7" colspan="4">
|
||||
<field name="partner_id"
|
||||
on_change="onchange_partner_id(partner_id, email_from)"
|
||||
select="1" />
|
||||
<field name="partner_address_id"
|
||||
on_change="onchange_partner_address_id(partner_address_id, email_from)"
|
||||
<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Form</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">form</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Helpdesk Support">
|
||||
<group colspan="4" col="7">
|
||||
<field name="name" select="1"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="user_id" select="1"/>
|
||||
<button name="remind_user"
|
||||
states="open,pending"
|
||||
string="Send Reminder" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<field name="som"/>
|
||||
<field name="date" select="1"/>
|
||||
<field name="date_deadline"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="General">
|
||||
<group col="3" colspan="2">
|
||||
<separator colspan="4" string="Communication"/>
|
||||
<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"
|
||||
states="open,pending"
|
||||
string="Send Reminder" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
</group>
|
||||
|
||||
<field name="email_from" />
|
||||
<button name="remind_partner"
|
||||
states="open,pending"
|
||||
string="Send Reminder" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<group col="2" colspan="2">
|
||||
<separator colspan="4" string="Categorization"/>
|
||||
<field name="priority"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="canal_id"/>
|
||||
</group>
|
||||
|
||||
</group>
|
||||
<separator colspan="4" string="Categorization"/>
|
||||
<group col="7" colspan="4">
|
||||
<field name="priority"/>
|
||||
<field name="section_id" widget="selection"/>
|
||||
<field name="user_id" select="1"/>
|
||||
<button name="remind_user"
|
||||
states="open,pending"
|
||||
string="Send Reminder" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
</group>
|
||||
|
||||
<separator colspan="4" string="Notes"/>
|
||||
<field name="description" colspan="4"
|
||||
<separator colspan="4" string="Notes"/>
|
||||
<field name="description" colspan="4"
|
||||
nolabel="1" widget="text_tag" readonly="1" />
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_close"
|
||||
<separator colspan="4"/>
|
||||
<group col="8" colspan="4">
|
||||
<field name="state" select="1"/>
|
||||
<button name="case_close"
|
||||
states="open,draft,pending" string="Close"
|
||||
type="object" icon="gtk-close" />
|
||||
<button name="case_open"
|
||||
<button name="case_open"
|
||||
states="draft,pending" string="Open"
|
||||
type="object" icon="gtk-go-forward" />
|
||||
<button name="case_cancel"
|
||||
<button name="case_cancel"
|
||||
states="draft,open,pending" string="Cancel"
|
||||
type="object" icon="gtk-cancel" />
|
||||
<button name="case_pending"
|
||||
<button name="case_pending"
|
||||
states="draft,open" string="Pending"
|
||||
type="object" icon="gtk-media-pause" />
|
||||
<button name="case_escalate"
|
||||
<button name="case_escalate"
|
||||
states="open,draft,pending"
|
||||
string="Escalate" type="object"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_reset"
|
||||
<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">
|
||||
<field name="id" select="1"/>
|
||||
<field name="active"/>
|
||||
<field name="categ_id"/>
|
||||
<field name="canal_id"/>
|
||||
<field name="som"/>
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_cost"/>
|
||||
<separator colspan="4" string="References"/>
|
||||
<field colspan="4" name="ref"/>
|
||||
<field colspan="4" name="ref2"/>
|
||||
<field colspan="4" name="log_ids" nolabel="1">
|
||||
<tree string="Logs">
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</tree>
|
||||
<form string="Logs">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.helpdesk'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'crm.helpdesk'}"
|
||||
icon="gtk-go-forward" type="action" />
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
</group>
|
||||
</page>
|
||||
<page string="History" groups="base.group_extended">
|
||||
<group colspan="2" col="2">
|
||||
<separator colspan="4" string="Dates"/>
|
||||
<field name="create_date"/>
|
||||
<field name="date_closed"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator colspan="4" string="Misc"/>
|
||||
<field name="id" select="1"/>
|
||||
<field name="active"/>
|
||||
</group>
|
||||
<group colspan="2" col="2">
|
||||
<separator colspan="4" string="Estimates"/>
|
||||
<field name="planned_cost"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<group colspan="4" col="2">
|
||||
<separator colspan="4" string="References"/>
|
||||
<field colspan="4" name="ref"/>
|
||||
<field colspan="4" name="ref2"/>
|
||||
</group>
|
||||
<field colspan="4" name="log_ids" nolabel="1">
|
||||
<tree string="Logs">
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</tree>
|
||||
<form string="Logs">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
<field name="name" colspan="4"/>
|
||||
<field name="date"/>
|
||||
<field name="user_id"/>
|
||||
</form>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Emails" groups="base.group_extended">
|
||||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.helpdesk'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'crm.helpdesk'}"
|
||||
icon="gtk-go-forward" type="action" />
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Helpdesk Support Tree View -->
|
||||
<!-- Helpdesk Support Tree View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Tree</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Helpdesk Support Tree"
|
||||
colors="black:state=='open';blue:state=='pending';grey:state in ('cancel','close')">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Query Description" />
|
||||
<field name="partner_id" string="Partner"/>
|
||||
<field name="date" string="Date"/>
|
||||
<field name="date_deadline"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="priority"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-close" />
|
||||
<button name="case_open" string="Open"
|
||||
states="draft,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="draft,open" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_escalate" string="Escalate"
|
||||
groups="base.group_extended"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_reset" string="Reset to Draft"
|
||||
states="done,cancel" type="object" icon="gtk-convert" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
|
||||
<field name="name">CRM - Helpdesk Support Tree</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Helpdesk Support Tree"
|
||||
colors="black:state=='open';blue:state=='pending';grey:state in ('cancel','close')">
|
||||
<field name="id"/>
|
||||
<field name="name" string="Query Description" />
|
||||
<field name="partner_id" string="Partner"/>
|
||||
<field name="date" string="Date"/>
|
||||
<field name="date_deadline"/>
|
||||
<field name="user_id"/>
|
||||
<field name="section_id"/>
|
||||
<field name="priority"/>
|
||||
<field name="state"/>
|
||||
<button name="case_close" string="Done"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-close" />
|
||||
<button name="case_open" string="Open"
|
||||
states="draft,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="draft,open" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_escalate" string="Escalate"
|
||||
groups="base.group_extended"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_reset" string="Reset to Draft"
|
||||
states="done,cancel" type="object" icon="gtk-convert" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Helpdesk Support Calendar View -->
|
||||
<!-- Helpdesk Support Calendar View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
|
||||
<field name="name">CRM - Helpdesk Support Calendar</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="categ_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
|
||||
<field name="name">CRM - Helpdesk Support Calendar</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">calendar</field>
|
||||
<field name="priority" eval="2"/>
|
||||
<field name="arch" type="xml">
|
||||
<calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="categ_id"/>
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Helpdesk Support Search View -->
|
||||
<!-- Helpdesk Support Search View -->
|
||||
|
||||
<record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Helpdesk Search</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Helpdesk">
|
||||
<filter icon="gtk-home" string="Today"
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Helpdesk Requests"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind"
|
||||
string="7 Days" separator="1"
|
||||
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'))]"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select='1' string="Query"/>
|
||||
<field name="partner_id" />
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=',uid)]"
|
||||
help="My Helpdesk Requests" default="1" />
|
||||
</field>
|
||||
<field name="section_id" select="1" widget="selection" string="Sales Team">
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My section" />
|
||||
</field>
|
||||
<newline/>
|
||||
<group expand="0" string="Group By..." colspan="12" col="20">
|
||||
<filter string="Customer" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'partner_id'}" />
|
||||
<filter string="State" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'state'}" />
|
||||
<filter string="Priority" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'priority'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
</data>
|
||||
<record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Helpdesk Search</field>
|
||||
<field name="model">crm.helpdesk</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Helpdesk">
|
||||
<filter icon="gtk-home" string="Today"
|
||||
separator="1"
|
||||
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
||||
help="Todays's Helpdesk Requests"
|
||||
/>
|
||||
<filter icon="gtk-media-rewind"
|
||||
string="7 Days" separator="1"
|
||||
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'))]"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" select='1' string="Query"/>
|
||||
<field name="partner_id" />
|
||||
<field name="user_id" select="1" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=',uid)]"
|
||||
help="My Helpdesk Requests" default="1" />
|
||||
</field>
|
||||
<field name="section_id" select="1" widget="selection" string="Sales Team">
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My section" />
|
||||
</field>
|
||||
<newline/>
|
||||
<group expand="0" string="Group By..." colspan="12" col="20">
|
||||
<filter string="Customer" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'partner_id'}" />
|
||||
<filter string="State" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'state'}" />
|
||||
<filter string="Priority" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'priority'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
|
|
|
|||
Loading…
Reference in New Issue