<field name="planned_cost"/>
<field name="state" invisible="1"/>
<field name="day" invisible="1"/>
- <field name="canal_id" 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=" Year " icon="terp-go-year"
+ <group>
+ <filter string="Year" icon="terp-go-year" name="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"
+ <separator orientation="vertical" />
+
+ <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 " separator="1"
+ <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="Current" icon="terp-check"
- domain="[('state','in',('open','draft'))]" />
- <filter string="Won" icon="terp-check"
- domain="[('state','=','done')]" />
- <filter string="Lost" icon="terp-dialog-close"
+ <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"
- default="context.get('section_id', False)"
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="company_id">
+ <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)]"
<newline/>
<group expand="1" string="Group By...">
<filter string="Salesman" icon="terp-personal"
- domain="[]" context="{'group_by':'user_id'}"
- default="1" />
+ domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Sales Team" icon="terp-personal+"
domain="[]"
context="{'group_by':'section_id'}" />
domain="[]"
context="{'group_by':'partner_id'}" />
<separator orientation="vertical" />
- <filter string="Channel" icon="terp-call-start"
- domain="[]"
- context="{'group_by':'canal_id'}" />
+ <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"
+ <filter string="Company" icon="terp-go-home"
domain="[]"
+ groups="base.group_multi_company"
context="{'group_by':'company_id'}" />
- <separator orientation="vertical" />
+ <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"
<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="context">{"search_default_year":1,"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>
<field name="act_window_id" ref="action_report_crm_helpdesk"/>
</record>
+ <menuitem id="base.menu_project_report" name="Project"
+ groups="base.group_extended"
+ parent="base.menu_reporting" sequence="30"/>
+
<menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
groups="base.group_extended"
- id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="7"/>
+ id="menu_report_crm_helpdesks_tree" parent="base.menu_project_report" sequence="20"/>
</data>
</openerp>