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 Tree View -->
   6
   7         <record id="view_report_crm_helpdesk_tree" model="ir.ui.view">
   8             <field name="name">crm.helpdesk.report.tree</field>
   9             <field name="model">crm.helpdesk.report</field>
  10             <field name="arch" type="xml">
  11                 <tree string="Helpdesk" create="false">
  12                     <field name="name" invisible="1"/>
  13                     <field name="month" invisible="1"/>
  14                     <field name="section_id" invisible="1"/>
  15                     <field name="user_id" invisible="1"/>
  16                     <field name="company_id" invisible="1"/>
  17                     <field name="partner_id" invisible="1"/>
  18                     <field name="date_deadline" invisible="1"/>
  19                     <field name="priority" invisible="1"/>
  20                     <field name="nbr" string="#Helpdesk" sum="#Helpdesk"/>
  21                     <field name="email" sum="# Mails"/>
  22                     <field name="delay_close"/>
  23                     <field name="delay_expected"/>
  24                     <field name="planned_cost"/>
  25                     <field name="state" invisible="1"/>
  26                     <field name="day" invisible="1"/>
  27                     <field name="channel_id" invisible="1"/>
  28                 </tree>
  29             </field>
  30         </record>
  31
  32 <!-- Helpdesk report after Sales Services Graph View -->
  33
  34         <record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
  35             <field name="name">crm.helpdesk.report.graph</field>
  36             <field name="model">crm.helpdesk.report</field>
  37             <field name="arch" type="xml">
  38                 <graph orientation="horizontal" string="Helpdesk" type="bar">
  39                     <field name="state"/>
  40                     <field name="nbr" operator="+"/>
  41                     <field group="True" name="user_id"/>
  42                 </graph>
  43             </field>
  44         </record>
  45
  46 <!-- Helpdesk report after Sales Services Search View -->
  47
  48         <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
  49             <field name="name">crm.helpdesk.report.select</field>
  50             <field name="model">crm.helpdesk.report</field>
  51             <field name="arch" type="xml">
  52                 <search string="Search">
  53                     <filter string="New" icon="terp-check" domain="[('state','=','draft')]" />
  54                     <filter string="Open" icon="terp-camera_test" domain="[('state','=','open')]" />
  55                     <filter string="Closed" icon="terp-dialog-close" domain="[('state','=','cancel')]" />
  56                     <separator/>
  57                     <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  58                     <separator/>
  59                     <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" />
  60                     <separator/>
  61                     <filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
  62                     <field name="user_id" string="Salesperson"/>
  63                     <field name="section_id" string="Sales Team" context="{'invisible_section': False}"/>
  64                     <field name="company_id" groups="base.group_multi_company"/>
  65                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
  66                     <group expand="0" string="Extended Filters..."  groups="base.group_no_one">
  67                         <field name="priority" string="Priority"/>
  68                         <field name="categ_id"/>
  69                         <field name="create_date"/>
  70                         <field name="date_closed" string="Close Date"/>
  71                     </group>
  72                     <group expand="1" string="Group By...">
  73                         <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
  74                         <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
  75                         <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
  76                         <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
  77                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
  78                         <filter string="Company" icon="terp-go-home" domain="[]" groups="base.group_multi_company" context="{'group_by':'company_id'}" />
  79                         <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
  80                         <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
  81                         <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
  82                     </group>
  83                 </search>
  84             </field>
  85         </record>
  86
  87 <!-- Helpdesk report after Sales Services Action -->
  88
  89         <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
  90             <field name="name">Helpdesk Analysis</field>
  91             <field name="res_model">crm.helpdesk.report</field>
  92             <field name="view_type">form</field>
  93             <field name="view_mode">tree,graph</field>
  94             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
  95             <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
  96             <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
  97             <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>
  98         </record>
  99
 100            <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
 101             <field name="sequence" eval="1"/>
 102             <field name="view_mode">tree</field>
 103             <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
 104             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
 105         </record>
 106
 107         <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
 108             <field name="sequence" eval="2"/>
 109             <field name="view_mode">graph</field>
 110             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
 111             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
 112         </record>
 113
 114         <menuitem id="base.menu_project_report" name="Project"
 115             groups="base.group_no_one"
 116             parent="base.menu_reporting" sequence="30"/>
 117
 118         <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
 119             id="menu_report_crm_helpdesks_tree" parent="base.menu_project_report" sequence="20"/>
 120
 121     </data>
 122 </openerp>
 123