addons/crm_helpdesk/report/crm_helpdesk_report_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5 <!-- Helpdesk report after Sales Services Graph View -->
   6
   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"/>
  15                 </graph>
  16             </field>
  17         </record>
  18
  19 <!-- Helpdesk report after Sales Services Search View -->
  20
  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')]" />
  29                     <separator/>
  30                     <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  31                     <separator/>
  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"/>
  33                     <separator/>
  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"/>
  44                     </group>
  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="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Month of helpdesk requests"/>
  53                     </group>
  54                 </search>
  55             </field>
  56         </record>
  57
  58 <!-- Helpdesk report after Sales Services Action -->
  59
  60         <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
  61             <field name="name">Helpdesk Analysis</field>
  62             <field name="res_model">crm.helpdesk.report</field>
  63             <field name="view_type">form</field>
  64             <field name="view_mode">graph</field>
  65             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
  66             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
  67             <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
  68             <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>
  69         </record>
  70
  71         <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
  72             <field name="sequence" eval="2"/>
  73             <field name="view_mode">graph</field>
  74             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
  75             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
  76         </record>
  77
  78         <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
  79             id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="20"/>
  80
  81     </data>
  82 </openerp>
  83