258 lines
14 KiB
XML
258 lines
14 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="type">form</field>
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<field name="arch" type="xml">
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<form layout="manual">
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<div class="oe_form_topbar">
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<button name="case_close" states="open,pending" string="Close" type="object" />
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<button name="case_open" states="draft,pending" string="Open" type="object" />
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<button name="case_pending" states="draft,open" string="Pending" type="object" />
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<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" />
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<button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" />
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<button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" />
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<div class="oe_right">
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<field name="state" select="1" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet string="Helpdesk Support" layout="auto">
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<group colspan="4" col="7" class="oe_form_header">
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<field name="name" select="1" string="Query"/>
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<field name="section_id" widget="selection"/>
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<field name="user_id" select="1"/>
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<button name="remind_user"
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states="open,pending"
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string="Send Reminder" type="object"
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icon="gtk-go-forward" />
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<field name="date" select="1"/>
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<field name="date_deadline"/>
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</group>
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<notebook colspan="4">
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<page string="General">
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<group col="3" colspan="2">
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<separator colspan="4" string="Communication"/>
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<field name="partner_id" colspan="2"
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on_change="onchange_partner_id(partner_id, email_from)"
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select="1" />
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<newline/>
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<field name="email_from" colspan="2"/>
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<button name="remind_partner"
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states="open,pending"
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string="Send Reminder" type="object"
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icon="gtk-go-forward" />
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</group>
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<group col="2" colspan="2">
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<separator colspan="4" string="Categorization"/>
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<field name="priority"/>
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<field name="categ_id" context="{'object_id':'crm.helpdesk'}"/>
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<field name="channel_id"/>
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</group>
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<separator colspan="4" string="Notes"/>
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<field name="description" colspan="4" nolabel="1" />
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</page>
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<page string="Communication & History">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
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</group>
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<field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
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<tree string="History">
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<field name="display_text" string="History Information"/>
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<field name="email_from" invisible="1"/>
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<button
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string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
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name="%(mail.action_email_compose_message_wizard)d"
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context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
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icon="terp-mail-replied" type="action" />
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</tree>
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</field>
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<button string="Add Internal Note"
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name="%(crm.action_crm_add_note)d"
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context="{'model': 'crm.lead' }"
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icon="terp-document-new" type="action" />
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<button string="Send New Email"
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name="%(mail.action_email_compose_message_wizard)d"
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icon="terp-mail-message-new" type="action"/>
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</page>
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<page string="Extra Info">
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<group colspan="2" col="2" groups="base.group_no_one">
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<separator colspan="4" 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 colspan="2" col="2">
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<separator colspan="4" string="Misc"/>
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<field name="id" select="1"/>
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<field name="active"/>
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</group>
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<group colspan="2" col="2">
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<separator colspan="4" string="Estimates"/>
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<field name="planned_cost"/>
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</group>
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<newline/>
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<group colspan="4" col="2">
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<separator colspan="4" string="References"/>
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<field colspan="4" name="ref"/>
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<field colspan="4" name="ref2"/>
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</group>
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</page>
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</notebook>
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</sheet>
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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="type">tree</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"/>
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<field name="priority"/>
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<field name="state"/>
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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_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_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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icon="gtk-go-up" />
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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_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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<!-- 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="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="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="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Helpdesk">
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<filter icon="terp-check" string="New"
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name="current"
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domain="[('state','=','draft')]"
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help="New Helpdesk Request" />
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<filter icon="terp-camera_test"
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string="Open"
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domain="[('state','=','open')]"
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help="Open Helpdesk Request"
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/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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help="All pending Helpdesk Request"
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/>
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<separator orientation="vertical"/>
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<filter icon="terp-go-today" string="Today"
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domain="[('date','>=',current_date), ('date','<=',current_date)]"
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help="Todays's Helpdesk Requests"
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/>
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<filter icon="terp-go-week"
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string="7 Days"
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help="Helpdesk requests during last 7 days"
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domain="[('date','<',current_date), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
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<separator orientation="vertical"/>
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<field name="name" string="Query"/>
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<field name="partner_id" />
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<field name="user_id" widget="selection"/>
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<field name="section_id" widget="selection" string="Sales Team">
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<filter icon="terp-personal+"
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My Sales Team(s)" />
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner"
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domain="[]" help="Partner"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]" help="Responsible User"
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context="{'group_by':'user_id'}" />
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]" help="Sales Team"
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context="{'group_by':'section_id'}" />
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<separator orientation="vertical"/>
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<filter string="Priority" icon="terp-rating-rated"
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domain="[]" context="{'group_by':'priority'}" />
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
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context="{'group_by':'state'}" />
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<separator orientation="vertical"/>
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<filter string="Date" icon="terp-go-month"
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domain="[]" help="Request Date"
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context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month"
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domain="[]"
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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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