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 Graph View -->
   6
   7         <record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
   8             <field name="name">crm.helpdesk.report.graph</field>
   9             <field name="model">crm.helpdesk.report</field>
  10             <field name="arch" type="xml">
  11                 <graph orientation="horizontal" string="Helpdesk" type="pivot" stacked="True">
  12                     <field name="state" type="row"/>
  13                     <field name="team_id" type="col"/>
  14                     <field name="date" interval="month" type="col"/>
  15                     <field name="nbr" type="measure"/>
  16                 </graph>
  17             </field>
  18         </record>
  19
  20 <!-- Helpdesk report after Sales Services Search View -->
  21
  22         <record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
  23             <field name="name">crm.helpdesk.report.select</field>
  24             <field name="model">crm.helpdesk.report</field>
  25             <field name="arch" type="xml">
  26                 <search string="Search">
  27                     <filter string="New" domain="[('state','=','draft')]" />
  28                     <filter string="Open" domain="[('state','=','open')]" />
  29                     <filter string="Closed" domain="[('state','=','cancel')]" />
  30                     <separator/>
  31                     <filter string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
  32                     <separator/>
  33                     <filter string="My Sales Team(s)" context="{'invisible_team': False}" domain="[('team_id.user_id','=',uid)]" help="My Sales Team(s)"  groups="base.group_multi_salesteams"/>
  34                     <separator/>
  35                     <filter string="My Company" context="{'invisible_team': False}" domain="[('company_id.user_ids','=',uid)]" help="My Company"/>
  36                     <field name="user_id" string="Salesperson"/>
  37                     <field name="team_id" string="Sales Team" context="{'invisible_team': False}" groups="base.group_multi_salesteams"/>
  38                     <field name="company_id" groups="base.group_multi_company"/>
  39                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
  40                     <group expand="0" string="Extended Filters..."  groups="base.group_no_one">
  41                         <field name="priority" string="Priority"/>
  42                         <field name="categ_id"/>
  43                         <field name="create_date"/>
  44                         <field name="date_closed" string="Close Date"/>
  45                     </group>
  46                     <group expand="1" string="Group By">
  47                         <filter string="Salesperson" context="{'group_by':'user_id'}"/>
  48                         <filter string="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
  49                         <filter string="Partner" context="{'group_by':'partner_id'}" />
  50                         <filter string="Status" context="{'group_by':'state'}" />
  51                         <filter string="Company" groups="base.group_multi_company" context="{'group_by':'company_id'}" />
  52                         <separator/>
  53                         <filter string="Month" context="{'group_by':'date:month'}" help="Month of helpdesk requests"/>
  54                     </group>
  55                 </search>
  56             </field>
  57         </record>
  58
  59 <!-- Helpdesk report after Sales Services Action -->
  60
  61         <record id="action_report_crm_helpdesk" model="ir.actions.act_window">
  62             <field name="name">Helpdesk Analysis</field>
  63             <field name="res_model">crm.helpdesk.report</field>
  64             <field name="view_type">form</field>
  65             <field name="view_mode">graph</field>
  66             <field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
  67             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
  68             <field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
  69             <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>
  70         </record>
  71
  72         <record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
  73             <field name="sequence" eval="2"/>
  74             <field name="view_mode">graph</field>
  75             <field name="view_id" ref="view_report_crm_helpdesk_graph"/>
  76             <field name="act_window_id" ref="action_report_crm_helpdesk"/>
  77         </record>
  78
  79         <menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
  80             id="menu_report_crm_helpdesks_tree" parent="base.next_id_64" sequence="20"/>
  81
  82     </data>
  83 </openerp>