<field name="model">crm.helpdesk.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Helpdesk">
- <field name="name" />
- <field name="month"/>
- <field name="section_id" />
- <field name="user_id" />
- <field name="company_id"/>
- <field name="partner_id" />
+ <tree string="Helpdesk">
+ <field name="name" invisible="1"/>
+ <field name="month" invisible="1"/>
+ <field name="section_id" invisible="1"/>
+ <field name="user_id" invisible="1"/>
+ <field name="company_id" invisible="1"/>
+ <field name="partner_id" invisible="1"/>
<field name="date_deadline" invisible="1"/>
<field name="priority" invisible="1"/>
- <field name="nbr" string="#Helpdesk" />
+ <field name="nbr" string="#Helpdesk" sum="#Helpdesk"/>
+ <field name="email" sum="# Mails"/>
<field name="delay_close"/>
+ <field name="delay_expected"/>
+ <field name="planned_cost"/>
<field name="state" invisible="1"/>
+ <field name="day" invisible="1"/>
+ <field name="channel_id" invisible="1"/>
</tree>
</field>
</record>
-<!-- Helpdesk report after Sales Services Form View -->
-
- <record id="view_report_crm_helpdesk_form" model="ir.ui.view">
- <field name="name">crm.helpdesk.report.form</field>
- <field name="model">crm.helpdesk.report</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases">
- <field name="name" select="1"/>
- <field name="month" select="1"/>
- <field name="user_id" select="1"/>
- <field name="section_id" select="1"/>
- <field name="nbr" select="1"/>
- <field name="delay_close"/>
- <field name="amount_revenue"/>
- <field name="amount_revenue_prob"/>
- <field name="probability"/>
- <field name="state" select="1"/>
- </form>
- </field>
- </record>
-
<!-- Helpdesk report after Sales Services Graph View -->
<record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search">
- <group col="16" colspan="9">
- <filter string="This Year" icon="terp-hr"
- domain="[('name','=',time.localtime()[0])]"
- default="1" />
-
- <filter string="This Month" icon="terp-hr"
- domain="[('month','=',time.strftime('%%m'))]"
- default="1" />
-
- <separator orientation="vertical" />
- <filter string="Current" icon="terp-hr"
- domain="[('state','in',('open','draft'))]" />
-
- <filter string="Won" icon="terp-hr"
- domain="[('state','=','done')]" />
-
- <filter string="Lost" icon="terp-hr"
- domain="[('state','=','cancel')]" />
-
- <filter string="Deadline" icon="terp-hr"
- domain="[('date_deadline','=',time.strftime('%%m/%%d/%%Y'))]" />
-
- <separator orientation="vertical" />
- <field name="section_id"
- default="context.get('section_id', False)"
- widget="selection"
- context="{'invisible_section': False}">
-
- <filter icon="terp-crm"
- context="{'invisible_section': False}"
- domain="[('section_id.user_id','=',uid)]"
- help="My section" />
-
- </field>
- <field name="company_id" widget="selection">
- <filter icon="terp-crm"
- context="{'invisible_section': False}"
- domain="[('section_id.user_id.company_id','=',uid)]"
- help="My company"/>
-
+ <group>
+ <filter string=" Year " icon="terp-go-year"
+ domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
+ help="Helpdesk requests occurred in current year"/>
+ <filter string=" Month " icon="terp-go-month" name="this_month"
+ 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'))]"
+ help="Helpdesk requests occurred in current month"/>
+ <filter icon="terp-go-month" string=" Month-1 "
+ 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'))]"
+ help="Helpdesk requests occurred in last month"/>
+ <separator orientation="vertical" />
+ <filter string="New" icon="terp-check"
+ domain="[('state','=','draft')]" />
+ <filter string="Open" icon="terp-camera_test"
+ domain="[('state','=','open')]" />
+ <filter string="Closed" icon="terp-dialog-close"
+ domain="[('state','=','cancel')]" />
+ <separator orientation="vertical" />
+ <field name="section_id" string="Sales Team"
+ context="{'invisible_section': False}">
+ <filter icon="terp-personal+" groups="base.group_extended"
+ context="{'invisible_section': False}"
+ domain="[('section_id.user_id','=',uid)]"
+ help="My Sales Team(s)" />
</field>
- <field name="user_id" widget="selection"/>
- </group>
- <newline/>
- <group expand="1" string="Group By...">
- <filter string="User" icon="terp-sale"
- domain="[]" context="{'group_by':'user_id'}"
- default="1" />
-
- <filter string="Company" icon="terp-sale"
- domain="[]"
- context="{'group_by':'company_id'}" />
-
- <filter string="Section" icon="terp-sale"
+ <field name="company_id" groups="base.group_multi_company">
+ <filter icon="terp-go-home"
+ context="{'invisible_section': False}"
+ domain="[('section_id.user_id.company_id','=',uid)]"
+ help="My company"/>
+ </field>
+ <field name="user_id" string="Salesman">
+ <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
+ </field>
+ </group>
+ <newline/>
+ <group expand="0" string="Extended Filters..." groups="base.group_extended">
+ <field name="priority" string="Priority"/>
+ <field name="categ_id"/>
+ <newline/>
+ <field name="date_closed" string="Close Date"/>
+ </group>
+ <newline/>
+ <group expand="1" string="Group By...">
+ <filter string="Salesman" icon="terp-personal"
+ domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Sales Team" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
-
- <separator orientation="vertical" />
- <filter string="State" icon="terp-sale"
- domain="[]" context="{'group_by':'state'}" />
-
- <filter string="Partner" icon="terp-sale"
+ <filter string="Partner" icon="terp-partner"
domain="[]"
context="{'group_by':'partner_id'}" />
-
<separator orientation="vertical" />
- <filter string="Month" icon="terp-sale"
- domain="[]" context="{'group_by':'month'}" />
-
- <filter string="Year" icon="terp-sale"
- domain="[]" context="{'group_by':'name'}" />
-
- </group>
- <newline/>
- <group expand="0" string="Extended options..." groups="base.group_extended">
- <filter icon="terp-sale"
- string="Lowest"
- domain="[('priority','=','5')]"/>
-
- <filter icon="terp-sale"
- string="Low"
- domain="[('priority','=','4')]"/>
-
- <filter icon="terp-sale"
- string="Normal"
- domain="[('priority','=','3')]"/>
-
- <filter icon="terp-sale"
- string="High"
- domain="[('priority','=','2')]"/>
-
- <filter icon="terp-sale"
- string="Highest"
- domain="[('priority','=','1')]"/>
-
- </group>
-
-
- </search>
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
+ <separator orientation="vertical" />
+ <filter string="State" icon="terp-stock_effects-object-colorize"
+ domain="[]" context="{'group_by':'state'}" />
+ <separator orientation="vertical" />
+ <filter string="Company" icon="terp-go-home"
+ domain="[]"
+ groups="base.group_multi_company"
+ context="{'group_by':'company_id'}" />
+ <separator orientation="vertical" groups="base.group_multi_company"/>
+ <filter string="Day" icon="terp-go-today"
+ domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
+ <filter string="Month" icon="terp-go-month"
+ domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
+ <filter string="Year" icon="terp-go-year"
+ domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
+ </group>
+ </search>
</field>
</record>
<!-- Helpdesk report after Sales Services Action -->
<record id="action_report_crm_helpdesk" model="ir.actions.act_window">
- <field name="name">Helpdesk</field>
+ <field name="name">Helpdesk Analysis</field>
<field name="res_model">crm.helpdesk.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
+ <field name="context">{"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
<field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
+ <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>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
<field name="act_window_id" ref="action_report_crm_helpdesk"/>
</record>
- <menuitem name="Helpdesk" action="action_report_crm_helpdesk"
+ <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
groups="base.group_extended"
- id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" />
+ id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="7"/>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff