1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- Helpdesk report after Sales Services Graph View -->
7 <record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
8 <field name="name">crm.helpdesk.report.graph</field>
9 <field name="model">crm.helpdesk.report</field>
10 <field name="arch" type="xml">
11 <graph orientation="horizontal" string="Helpdesk" type="pivot" stacked="True">
12 <field name="state" type="row"/>
13 <field name="team_id" type="col"/>
14 <field name="date" interval="month" type="col"/>
15 <field name="nbr" type="measure"/>
20 <!-- Helpdesk report after Sales Services Search View -->
22 <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
23 <field name="name">crm.helpdesk.report.select</field>
24 <field name="model">crm.helpdesk.report</field>
25 <field name="arch" type="xml">
26 <search string="Search">
27 <filter string="New" domain="[('state','=','draft')]" />
28 <filter string="Open" domain="[('state','=','open')]" />
29 <filter string="Closed" domain="[('state','=','cancel')]" />
31 <filter string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
33 <filter string="My Sales Team(s)" context="{'invisible_team': False}" domain="[('team_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
35 <filter string="My Company" context="{'invisible_team': False}" domain="[('company_id.user_ids','=',uid)]" help="My Company"/>
36 <field name="user_id" string="Salesperson"/>
37 <field name="team_id" string="Sales Team" context="{'invisible_team': False}" groups="base.group_multi_salesteams"/>
38 <field name="company_id" groups="base.group_multi_company"/>
39 <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
40 <group expand="0" string="Extended Filters..." groups="base.group_no_one">
41 <field name="priority" string="Priority"/>
42 <field name="categ_id"/>
43 <field name="create_date"/>
44 <field name="date_closed" string="Close Date"/>
46 <group expand="1" string="Group By">
47 <filter string="Salesperson" context="{'group_by':'user_id'}"/>
48 <filter string="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
49 <filter string="Partner" context="{'group_by':'partner_id'}" />
50 <filter string="Status" context="{'group_by':'state'}" />
51 <filter string="Company" groups="base.group_multi_company" context="{'group_by':'company_id'}" />
53 <filter string="Month" context="{'group_by':'date:month'}" help="Month of helpdesk requests"/>
59 <!-- Helpdesk report after Sales Services Action -->
61 <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
62 <field name="name">Helpdesk Analysis</field>
63 <field name="res_model">crm.helpdesk.report</field>
64 <field name="view_type">form</field>
65 <field name="view_mode">graph</field>
66 <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
67 <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
68 <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
69 <field name="help">Have a general overview of all support requests by sorting them with specific criteria such as the processing time, number of requests answered, emails sent and costs.</field>
72 <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
73 <field name="sequence" eval="2"/>
74 <field name="view_mode">graph</field>
75 <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
76 <field name="act_window_id" ref="action_report_crm_helpdesk"/>
79 <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
80 id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="20"/>