CRM Helpdesk

crm_helpdesk · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Customer Relationship Management
    Folder size
    1.46 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 07:24:54
    Authors
    OpenERP SA, Odoo Community Association (OCA)
    Maintainers
    OpenERP SA, Odoo Community Association (OCA)
    Committers
    mreficent, Weblate, OCA Transbot, oca-travis
    Odoo dependencies
    odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - resource
    - fetchmail
    - utm
    - web_planner
    - contacts
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    
    
    

    


    

    Code Analysis ⓘ
    

    Views touched (6)
    


    

    
    
    XML IDNameModelTypeStatus
    
    
        
        
    
            crm_case_form_view_helpdesk
            CRM - Helpdesk Support Form
            crm.helpdesk
            form
            
                
                New
                
            
        
    
        
        
    
            crm_case_helpdesk_calendar_view
            CRM - Helpdesk Support Calendar
            crm.helpdesk
            calendar
            
                
                New
                
            
        
    
        
        
    
            crm_case_tree_view_helpdesk
            CRM - Helpdesk Support Tree
            crm.helpdesk
            tree
            
                
                New
                
            
        
    
        
        
    
            view_crm_case_helpdesk_filter
            CRM - Helpdesk Search
            crm.helpdesk
            search
            
                
                New
                
            
        
    
        
        
    
            view_report_crm_helpdesk_filter
            crm.helpdesk.report.select
            crm.helpdesk.report
            search
            
                
                New
                
            
        
    
        
        
    
            view_report_crm_helpdesk_graph
            crm.helpdesk.report.graph
            crm.helpdesk.report
            graph
            
                
                New
                
            
        
    
        
        

    

    



    HTTP endpoints (0)
    


    No HTTP endpoints found for this module.
    



    Models touched (2)
    


    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (26)
                
                
      
                    
                    
    • 
                        active
                        Boolean
                        
                        
      
                            
                            
                            
                            default=True
                            
                            required=False
                            
                            args: 'Active'
                        
      
                        
                    
      • 
                    
                    
    • 
                        channel_id
                        Many2one → utm.medium
                        
                        
      
                            
                            
                            
                            help='Communication channel.'
                            
                            string='Channel'
                            
                            args: 'utm.medium'
                        
      
                        
                    
      • 
                    
                    
    • 
                        company_id
                        Many2one → res.company
                        
                        
      
                            
                            
                            
                            default=<expr>
                            
                            index=True
                            
                            string='Company'
                            
                            args: 'res.company'
                        
      
                        
                    
      • 
                    
                    
    • 
                        contact_name
                        Char
                        
                        
      
                            
                            
                            
                            size=64
                            
                            args: 'Contact Name'
                        
      
                        
                    
      • 
                    
                    
    • 
                        create_date
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: 'Creation Date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date
                        Datetime
                        
                        
      
                            
                            
                            
                            default=fields.Datetime.now
                            
                            index=True
                            
                            args: 'Date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_action_last
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=1
                            
                            args: 'Last Action'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_action_next
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=1
                            
                            args: 'Next Action'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_closed
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: 'Closed'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_deadline
                        Date
                        
                        
      
                            
                            
                            
                            args: 'Deadline'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_open
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: 'Open'
                        
      
                        
                    
      • 
                    
                    
    • 
                        description
                        Text
                        
                        
      
                            
                            
                            
                            args: 'Description'
                        
      
                        
                    
      • 
                    
                    
    • 
                        duration
                        Float
                        
                        
      
                            
                            
                            
                            states={'done': [('readonly', True)]}
                            
                            args: 'Duration'
                        
      
                        
                    
      • 
                    
                    
    • 
                        email_cc
                        Text
                        
                        
      
                            
                            
                            
                            help='These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma'
                            
                            size=252
                            
                            args: 'Watchers Emails'
                        
      
                        
                    
      • 
                    
                    
    • 
                        email_from
                        Char
                        
                        
      
                            
                            
                            
                            help='Destination email for email gateway'
                            
                            index=True
                            
                            size=128
                            
                            args: 'Email'
                        
      
                        
                    
      • 
                    
                    
    • 
                        lost_reason
                        Many2one → crm.lost.reason
                        
                        
      
                            
                            
                            
                            index=True
                            
                            track_visibility='onchange'
                            
                            args: 'crm.lost.reason', 'Lost Reason'
                        
      
                        
                    
      • 
                    
                    
    • 
                        name
                        Char
                        
                        
      
                            
                            
                            
                            index=True
                            
                            required=True
                            
                            args: 'Name'
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            
                            
                            index=True
                            
                            string='Partner'
                            
                            args: 'res.partner'
                        
      
                        
                    
      • 
                    
                    
    • 
                        planned_revenue
                        Float
                        
                        
      
                            
                            
                            
                            args: 'Planned Revenue'
                        
      
                        
                    
      • 
                    
                    
    • 
                        priority
                        Selection
                        
                        
      
                            
                            
                            
                            default='1'
                            
                            index=True
                            
                            string='Priority'
                            
                            args: [('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
                        
      
                        
                    
      • 
                    
                    
    • 
                        probability
                        Float
                        
                        
      
                            
                            
                            
                            args: 'Probability (%)'
                        
      
                        
                    
      • 
                    
                    
    • 
                        state
                        Selection
                        
                        
      
                            
                            
                            
                            default='draft'
                            
                            help="The status is set to 'Draft', when a case is created.              \nIf the case is in progress the status is set to 'Open'.              \nWhen the case is over, the status is set to 'Done'.              \nIf the case needs to be reviewed then the status is set to 'Pending'."
                            
                            index=True
                            
                            readonly=True
                            
                            track_visibility='onchange'
                            
                            args: [('draft', 'New'), ('open', 'In Progress'), ('pending', 'Pending'), ('done', 'Closed'), ('cancel', 'Cancelled')], 'Status'
                        
      
                        
                    
      • 
                    
                    
    • 
                        tag_ids
                        Many2one → crm.lead.tag
                        
                        
      
                            
                            
                            
                            string='Tags'
                            
                            args: 'crm.lead.tag'
                        
      
                        
                    
      • 
                    
                    
    • 
                        team_id
                        Many2one → crm.team
                        
                        
      
                            
                            
                            
                            help='Responsible sales team. Define Responsible user and Email account for mail gateway.'
                            
                            index=True
                            
                            string='Sales Team'
                            
                            args: 'crm.team'
                        
      
                        
                    
      • 
                    
                    
    • 
                        user_id
                        Many2one → res.users
                        
                        
      
                            
                            
                            
                            default=<expr>
                            
                            index=True
                            
                            string='Responsible'
                            
                            args: 'res.users'
                        
      
                        
                    
      • 
                    
                    
    • 
                        write_date
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: 'Update Date'
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (2)
                
                
      
                    
                    
    • 
                        message_new(self, msg, custom_values=None)
                        
      @api.model
      
                        
      Overrides mail_thread message_new that is called by the
mailgateway through message_process.
This override updates the document according to the email.
      
                    
      • 
                    
                    
    • 
                        write(self, values)
                        
      @api.multi
      
                        
      Override to add case management: open/close dates 
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (16)
                
                
      
                    
                    
    • 
                        channel_id
                        Many2one → utm.medium
                        
                        
      
                            
                            
                            
                            string='Channel'
                            
                            args: 'utm.medium'
                        
      
                        
                    
      • 
                    
                    
    • 
                        company_id
                        Many2one → res.company
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            string='Company'
                            
                            args: 'res.company'
                        
      
                        
                    
      • 
                    
                    
    • 
                        create_date
                        Datetime
                        
                        
      
                            
                            
                            
                            index=True
                            
                            readonly=True
                            
                            args: 'Creation Date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date
                        Datetime
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: 'Date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_closed
                        Datetime
                        
                        
      
                            
                            
                            
                            index=True
                            
                            readonly=True
                            
                            args: 'Close Date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_deadline
                        Date
                        
                        
      
                            
                            
                            
                            index=True
                            
                            args: 'Deadline'
                        
      
                        
                    
      • 
                    
                    
    • 
                        delay_close
                        Float
                        
                        
      
                            
                            
                            
                            digits=(16, 2)
                            
                            group_operator='avg'
                            
                            readonly=True
                            
                            args: 'Delay to Close'
                        
      
                        
                    
      • 
                    
                    
    • 
                        delay_expected
                        Float
                        
                        
      
                            
                            
                            
                            digits=(16, 2)
                            
                            group_operator='avg'
                            
                            readonly=True
                            
                            args: 'Overpassed Deadline'
                        
      
                        
                    
      • 
                    
                    
    • 
                        email
                        Integer
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            size=128
                            
                            args: '# Emails'
                        
      
                        
                    
      • 
                    
                    
    • 
                        nbr_requests
                        Integer
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            args: '# of Requests'
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            string='Partner'
                            
                            args: 'res.partner'
                        
      
                        
                    
      • 
                    
                    
    • 
                        priority
                        Selection
                        
                        
      
                            
                            
                            
                            args: [('5', 'Lowest'), ('4', 'Low'), ('3', 'Normal'), ('2', 'High'), ('1', 'Highest')], 'Priority'
                        
      
                        
                    
      • 
                    
                    
    • 
                        state
                        Selection
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            string='Status'
                            
                            args: AVAILABLE_STATES
                        
      
                        
                    
      • 
                    
                    
    • 
                        tag_ids
                        Many2one → crm.lead.tag
                        
                        
      
                            
                            
                            
                            domain="[('team_id','=',team_id)]"
                            
                            string='Tags'
                            
                            args: 'crm.lead.tag'
                        
      
                        
                    
      • 
                    
                    
    • 
                        team_id
                        Many2one → crm.team
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            string='Team'
                            
                            args: 'crm.team'
                        
      
                        
                    
      • 
                    
                    
    • 
                        user_id
                        Many2one → res.users
                        
                        
      
                            
                            
                            
                            readonly=True
                            
                            string='User'
                            
                            args: 'res.users'
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (1)
                
                
      
                    
                    
    • 
                        init(self)
                        
      @api.model_cr
      
                        
      Display Deadline, Responsible user, Partner, Department
      
                    
      •