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="user_id" type="row"/>
14 <field name="nbr" type="measure"/>
19 <!-- Helpdesk report after Sales Services Search View -->
21 <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
22 <field name="name">crm.helpdesk.report.select</field>
23 <field name="model">crm.helpdesk.report</field>
24 <field name="arch" type="xml">
25 <search string="Search">
26 <filter string="New" icon="terp-check" domain="[('state','=','draft')]" />
27 <filter string="Open" icon="terp-camera_test" domain="[('state','=','open')]" />
28 <filter string="Closed" icon="terp-dialog-close" domain="[('state','=','cancel')]" />
30 <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
32 <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
34 <filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
35 <field name="user_id" string="Salesperson"/>
36 <field name="section_id" string="Sales Team" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
37 <field name="company_id" groups="base.group_multi_company"/>
38 <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
39 <group expand="0" string="Extended Filters..." groups="base.group_no_one">
40 <field name="priority" string="Priority"/>
41 <field name="categ_id"/>
42 <field name="create_date"/>
43 <field name="date_closed" string="Close Date"/>
45 <group expand="1" string="Group By">
46 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
47 <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
48 <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
49 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
50 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
51 <filter string="Company" icon="terp-go-home" domain="[]" groups="base.group_multi_company" context="{'group_by':'company_id'}" />
52 <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
53 <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
54 <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
60 <!-- Helpdesk report after Sales Services Action -->
62 <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
63 <field name="name">Helpdesk Analysis</field>
64 <field name="res_model">crm.helpdesk.report</field>
65 <field name="view_type">form</field>
66 <field name="view_mode">graph</field>
67 <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
68 <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
69 <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
70 <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>
73 <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
74 <field name="sequence" eval="2"/>
75 <field name="view_mode">graph</field>
76 <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
77 <field name="act_window_id" ref="action_report_crm_helpdesk"/>
80 <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
81 id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="20"/>