271 lines
14 KiB
XML
271 lines
14 KiB
XML
<?xml version="1.0"?>
|
|
<openerp>
|
|
<data>
|
|
<!-- Helpdesk Support Categories Configuration Menu-->
|
|
<menuitem id="menu_config_helpdesk" name="Helpdesk"
|
|
groups="base.group_extended"
|
|
parent="base.menu_base_config" sequence="8" />
|
|
|
|
<!-- 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>
|
|
|
|
<menuitem action="crm_helpdesk_categ_action" name="Categories"
|
|
id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" />
|
|
|
|
<!-- 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="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>
|
|
|
|
<group col="2" colspan="2">
|
|
<separator colspan="4" string="Categorization"/>
|
|
<field name="priority"/>
|
|
<field name="categ_id"/>
|
|
<field name="canal_id"/>
|
|
</group>
|
|
|
|
<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"
|
|
states="open,draft,pending" string="Close"
|
|
type="object" icon="gtk-close" />
|
|
<button name="case_open"
|
|
states="draft,pending" string="Open"
|
|
type="object" icon="gtk-go-forward" />
|
|
<button name="case_cancel"
|
|
states="draft,open,pending" string="Cancel"
|
|
type="object" icon="gtk-cancel" />
|
|
<button name="case_pending"
|
|
states="draft,open" string="Pending"
|
|
type="object" icon="gtk-media-pause" />
|
|
<button name="case_escalate"
|
|
states="open,draft,pending"
|
|
string="Escalate" type="object"
|
|
icon="gtk-go-up" />
|
|
<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">
|
|
<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>
|
|
<notebook colspan="4">
|
|
<page string="Details">
|
|
<field name="description" colspan="4" nolabel="1"/>
|
|
</page>
|
|
<page string="Attachments">
|
|
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
|
</page>
|
|
</notebook>
|
|
<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="date"/>
|
|
<field name="email_from" />
|
|
<field name="email_to"/>
|
|
<field name="description"/>
|
|
</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 -->
|
|
|
|
<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 -->
|
|
|
|
<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 -->
|
|
|
|
<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="terp-go-today" string="Today"
|
|
separator="1"
|
|
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
|
|
help="Todays's Helpdesk Requests"
|
|
/>
|
|
<filter icon="terp-go-week"
|
|
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"/>
|
|
<field name="section_id" select="1" widget="selection" string="Sales Team">
|
|
<filter icon="terp-personal+"
|
|
domain="[('section_id','=',context.get('section_id',False))]"
|
|
help="My section" />
|
|
</field>
|
|
<newline/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Customer" icon="terp-personal"
|
|
domain="[]" context="{'group_by':'partner_id'}" />
|
|
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
|
|
context="{'group_by':'state'}" />
|
|
<filter string="Priority" icon="terp-rating-rated"
|
|
domain="[]" context="{'group_by':'priority'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
</data>
|
|
</openerp>
|