1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- Helpdesk report after Sales Services Tree View -->
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"/>
33 <!-- Helpdesk report after Sales Services Graph View -->
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">
42 <field name="nbr" operator="+"/>
43 <field group="True" name="user_id"/>
48 <!-- Helpdesk report after Sales Services Search View -->
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">
57 <filter string="Year" icon="terp-go-year" name="year"
58 domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
59 help="Helpdesk requests occurred in current year"/>
60 <separator orientation="vertical" />
62 <filter string="Month" icon="terp-go-month" name="this_month"
63 domain="[('create_date','<=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
64 help="Helpdesk requests occurred in current month"/>
65 <filter icon="terp-go-month" string="Month-1"
66 domain="[('create_date','<=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','>=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
67 help="Helpdesk requests occurred in last month"/>
68 <separator orientation="vertical" />
69 <filter string="New" icon="terp-check"
70 domain="[('state','=','draft')]" />
71 <filter string="Open" icon="terp-camera_test"
72 domain="[('state','=','open')]" />
73 <filter string="Closed" icon="terp-dialog-close"
74 domain="[('state','=','cancel')]" />
75 <separator orientation="vertical" />
76 <field name="section_id" string="Sales Team"
77 context="{'invisible_section': False}">
78 <filter icon="terp-personal+" groups="base.group_extended"
79 context="{'invisible_section': False}"
80 domain="[('section_id.user_id','=',uid)]"
81 help="My Sales Team(s)" />
83 <field name="company_id" groups="base.group_multi_company">
84 <filter icon="terp-go-home"
85 context="{'invisible_section': False}"
86 domain="[('section_id.user_id.company_id','=',uid)]"
89 <field name="user_id" string="Salesman">
90 <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
94 <group expand="0" string="Extended Filters..." groups="base.group_extended">
95 <field name="priority" string="Priority"/>
96 <field name="categ_id"/>
98 <field name="date_closed" string="Close Date"/>
101 <group expand="1" string="Group By...">
102 <filter string="Salesman" icon="terp-personal"
103 domain="[]" context="{'group_by':'user_id'}"/>
104 <filter string="Sales Team" icon="terp-personal+"
106 context="{'group_by':'section_id'}" />
107 <filter string="Partner" icon="terp-partner"
109 context="{'group_by':'partner_id'}" />
110 <separator orientation="vertical" />
111 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
112 <separator orientation="vertical" />
113 <filter string="State" icon="terp-stock_effects-object-colorize"
114 domain="[]" context="{'group_by':'state'}" />
115 <separator orientation="vertical" />
116 <filter string="Company" icon="terp-go-home"
118 groups="base.group_multi_company"
119 context="{'group_by':'company_id'}" />
120 <separator orientation="vertical" groups="base.group_multi_company"/>
121 <filter string="Day" icon="terp-go-today"
122 domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
123 <filter string="Month" icon="terp-go-month"
124 domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
125 <filter string="Year" icon="terp-go-year"
126 domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
132 <!-- Helpdesk report after Sales Services Action -->
134 <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
135 <field name="name">Helpdesk Analysis</field>
136 <field name="res_model">crm.helpdesk.report</field>
137 <field name="view_type">form</field>
138 <field name="view_mode">tree,graph</field>
139 <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
140 <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
141 <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
142 <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>
145 <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
146 <field name="sequence" eval="1"/>
147 <field name="view_mode">tree</field>
148 <field name="view_id" ref="view_report_crm_helpdesk_tree"/>
149 <field name="act_window_id" ref="action_report_crm_helpdesk"/>
152 <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
153 <field name="sequence" eval="2"/>
154 <field name="view_mode">graph</field>
155 <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
156 <field name="act_window_id" ref="action_report_crm_helpdesk"/>
159 <menuitem id="base.menu_project_report" name="Project"
160 groups="base.group_extended"
161 parent="base.menu_reporting" sequence="30"/>
163 <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
164 groups="base.group_extended"
165 id="menu_report_crm_helpdesks_tree" parent="base.menu_project_report" sequence="20"/>