161 lines
8.8 KiB
XML
161 lines
8.8 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Helpdesk Support Categories Configuration Menu-->
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<menuitem id="menu_config_helpdesk" name="Helpdesk"
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groups="base.group_no_one"
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parent="base.menu_base_config" sequence="60" />
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<!-- Helpdesk Support Categories Form View -->
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<record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
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<field name="name">Helpdesk 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.helpdesk')]</field>
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<field name="context" eval="{'object_id': ref('model_crm_helpdesk')}"/>
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<field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
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</record>
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<menuitem action="crm_helpdesk_categ_action" name="Categories"
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id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
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<!-- Helpdesk Support Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
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<field name="name">CRM - Helpdesk Support Form</field>
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<field name="model">crm.helpdesk</field>
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<field name="arch" type="xml">
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<form string="Helpdesk Support">
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<header>
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<button name="case_escalate" string="Escalate" type="object"
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states="open,draft,pending"/>
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<field name="state" nolabel="1" widget="statusbar" clickable="True"
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statusbar_colors='{"pending":"blue"}'/>
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</header>
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<sheet string="Helpdesk Support">
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<group col="4" class="oe_header">
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<field name="name" string="Query"/>
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<field name="section_id" widget="selection" groups="base.group_multi_salesteams"/>
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<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
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<field name="date"/>
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<field name="date_deadline"/>
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</group>
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<notebook>
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<page string="General">
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<group>
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<group string="Communication">
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<field name="partner_id"
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on_change="on_change_partner_id(partner_id)"/>
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<field name="email_from"/>
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</group>
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<group string="Categorization">
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<field name="priority" widget="priority"/>
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<field name="categ_id" domain="[('object_id.model', '=', 'crm.helpdesk')]" context="{'object_name': 'crm.helpdesk'}"/>
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<field name="channel_id"/>
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</group>
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</group>
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<separator string="Notes"/>
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<field name="description"/>
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</page>
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<page string="Extra Info">
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<group>
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<group groups="base.group_no_one" string="Dates">
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_closed"/>
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</group>
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<group string="Misc">
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<field name="id"/>
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<field name="active"/>
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</group>
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<group string="Estimates">
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<field name="planned_cost"/>
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</group>
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<group string="References">
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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</group>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<!-- Helpdesk Support Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
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<field name="name">CRM - Helpdesk Support Tree</field>
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<field name="model">crm.helpdesk</field>
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<field name="arch" type="xml">
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<tree string="Helpdesk Support Tree"
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colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
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<field name="name" string="Query" />
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<field name="partner_id" string="Partner"/>
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<field name="date" string="Date"/>
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<field name="date_deadline"/>
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<field name="user_id"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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<field name="priority"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<!-- Helpdesk Support Calendar View -->
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<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
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<field name="name">CRM - Helpdesk Support Calendar</field>
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<field name="model">crm.helpdesk</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="Helpdesk Supports" 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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<field name="categ_id"/>
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</calendar>
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</field>
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</record>
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<!-- Helpdesk Support Search View -->
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<record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
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<field name="name">CRM - Helpdesk Search</field>
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<field name="model">crm.helpdesk</field>
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<field name="arch" type="xml">
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<search string="Search Helpdesk">
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<field name="name" string="Query"/>
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<field name="date"/>
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<filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Helpdesk Request" />
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<filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Helpdesk Request" />
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<filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
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<separator/>
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<filter string="Assigned to Me or My Sales Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="user_id"/>
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<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
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<group expand="0" string="Group By">
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<filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
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<filter string="Request Month" icon="terp-go-month" domain="[]" help="Request Date by Month" context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}" />
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</group>
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</search>
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</field>
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</record>
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</data>
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</openerp>
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