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="type">tree</field>
  11             <field name="arch" type="xml">
  12                 <tree string="Helpdesk">
  13                     <field name="name" invisible="1"/>
  14                     <field name="month" invisible="1"/>
  15                     <field name="section_id" invisible="1"/>
  16                     <field name="user_id" invisible="1"/>
  17                     <field name="company_id" invisible="1"/>
  18                     <field name="partner_id" invisible="1"/>
  19                     <field name="date_deadline" invisible="1"/>
  20                     <field name="priority" invisible="1"/>
  21                     <field name="nbr" string="#Helpdesk" sum="#Helpdesk"/>
  22                     <field name="email" sum="# Mails"/>
  23                     <field name="delay_close"/>
  24                     <field name="delay_expected"/>
  25                     <field name="planned_cost"/>
  26                     <field name="state" invisible="1"/>
  27                     <field name="day" invisible="1"/>
  28                     <field name="channel_id" invisible="1"/>
  29                 </tree>
  30             </field>
  31         </record>
  32
  33 <!-- Helpdesk report after Sales Services Graph View -->
  34
  35         <record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
  36             <field name="name">crm.helpdesk.report.graph</field>
  37             <field name="model">crm.helpdesk.report</field>
  38             <field name="type">graph</field>
  39             <field name="arch" type="xml">
  40                 <graph orientation="horizontal" string="Helpdesk" type="bar">
  41                     <field name="state"/>
  42                     <field name="nbr" operator="+"/>
  43                     <field group="True" name="user_id"/>
  44                 </graph>
  45             </field>
  46         </record>
  47
  48 <!-- Helpdesk report after Sales Services Search View -->
  49
  50         <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
  51             <field name="name">crm.helpdesk.report.select</field>
  52             <field name="model">crm.helpdesk.report</field>
  53             <field name="type">search</field>
  54             <field name="arch" type="xml">
  55                 <search string="Search">
  56                     <group>
  57                         <filter string="  Year  " icon="terp-go-year"
  58                             domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
  59                             help="Helpdesk requests occurred in current year"/>
  60                         <filter string="   Month   " icon="terp-go-month" name="this_month"
  61                             domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
  62                             help="Helpdesk requests occurred in current month"/>
  63                         <filter icon="terp-go-month" string="    Month-1    "
  64                             domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
  65                             help="Helpdesk requests occurred in last month"/>
  66                         <separator orientation="vertical" />
  67                         <filter string="Current" icon="terp-check"
  68                         domain="[('state','in',('open','draft'))]" />
  69                         <filter string="Won" icon="terp-check"
  70                         domain="[('state','=','done')]" />
  71                         <filter string="Lost" icon="terp-dialog-close"
  72                         domain="[('state','=','cancel')]" />
  73                         <separator orientation="vertical" />
  74                         <field name="section_id" string="Sales Team"
  75                             context="{'invisible_section': False}">
  76                             <filter icon="terp-personal+" groups="base.group_extended"
  77                             context="{'invisible_section': False}"
  78                             domain="[('section_id.user_id','=',uid)]"
  79                             help="My Sales Team(s)" />
  80                         </field>
  81                         <field name="company_id" groups="base.group_multi_company">
  82                             <filter icon="terp-go-home"
  83                             context="{'invisible_section': False}"
  84                             domain="[('section_id.user_id.company_id','=',uid)]"
  85                             help="My company"/>
  86                         </field>
  87                         <field name="user_id" string="Salesman">
  88                             <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  89                         </field>
  90                     </group>
  91                     <newline/>
  92                     <group expand="0" string="Extended Filters..."  groups="base.group_extended">
  93                         <field name="priority" string="Priority"/>
  94                         <field name="categ_id"/>
  95                         <newline/>
  96                         <field name="date_closed" string="Close Date"/>
  97                     </group>
  98                     <newline/>
  99                     <group expand="1" string="Group By...">
 100                         <filter string="Salesman" icon="terp-personal"
 101                             domain="[]" context="{'group_by':'user_id'}"/>
 102                         <filter string="Sales Team" icon="terp-personal+"
 103                             domain="[]"
 104                             context="{'group_by':'section_id'}" />
 105                         <filter string="Partner" icon="terp-partner"
 106                             domain="[]"
 107                             context="{'group_by':'partner_id'}" />
 108                         <separator orientation="vertical" />
 109                         <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 110                         <separator orientation="vertical" />
 111                         <filter string="State" icon="terp-stock_effects-object-colorize"
 112                             domain="[]" context="{'group_by':'state'}" />
 113                         <separator orientation="vertical" />
 114                         <filter string="Company" icon="terp-go-home"
 115                             domain="[]"
 116                             groups="base.group_multi_company"
 117                             context="{'group_by':'company_id'}" />
 118                         <separator orientation="vertical" groups="base.group_multi_company"/>
 119                         <filter string="Day" icon="terp-go-today"
 120                             domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
 121                         <filter string="Month" icon="terp-go-month"
 122                             domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
 123                         <filter string="Year" icon="terp-go-year"
 124                             domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
 125                     </group>
 126                 </search>
 127             </field>
 128         </record>
 129
 130 <!-- Helpdesk report after Sales Services Action -->
 131
 132         <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
 133             <field name="name">Helpdesk Analysis</field>
 134             <field name="res_model">crm.helpdesk.report</field>
 135             <field name="view_type">form</field>
 136             <field name="view_mode">tree,graph</field>
 137             <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
 138             <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
 139             <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
 140             <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>
 141         </record>
 142
 143            <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
 144             <field name="sequence" eval="1"/>
 145             <field name="view_mode">tree</field>
 146             <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
 147             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
 148         </record>
 149
 150         <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
 151             <field name="sequence" eval="2"/>
 152             <field name="view_mode">graph</field>
 153             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
 154             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
 155         </record>
 156
 157         <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
 158             groups="base.group_extended"
 159             id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="7"/>
 160
 161     </data>
 162 </openerp>
 163