169 lines
9.3 KiB
XML
169 lines
9.3 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Helpdesk report after Sales Services Tree View -->
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<record id="view_report_crm_helpdesk_tree" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.tree</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Helpdesk">
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<field name="name" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="section_id" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="date_deadline" invisible="1"/>
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<field name="priority" invisible="1"/>
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<field name="nbr" string="#Helpdesk" sum="#Helpdesk"/>
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<field name="email" sum="# Mails"/>
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<field name="delay_close"/>
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<field name="delay_expected"/>
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<field name="planned_cost"/>
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<field name="state" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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</tree>
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</field>
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</record>
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<!-- Helpdesk report after Sales Services Graph View -->
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<record id="view_report_crm_helpdesk_graph" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.graph</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph orientation="horizontal" string="Helpdesk" type="bar">
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<field name="state"/>
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<field name="nbr" operator="+"/>
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<field group="True" name="user_id"/>
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</graph>
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</field>
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</record>
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<!-- Helpdesk report after Sales Services Search View -->
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<record id="view_report_crm_helpdesk_filter" model="ir.ui.view">
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<field name="name">crm.helpdesk.report.select</field>
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<field name="model">crm.helpdesk.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search">
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<group>
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<filter string="Year" icon="terp-go-year" name="year"
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domain="[('create_date','<=', time.strftime('%%Y-%%m-%%d')),('create_date','>=',time.strftime('%%Y-01-01'))]"
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help="Helpdesk requests occurred in current year"/>
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<separator orientation="vertical" />
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<filter string="Month" icon="terp-go-month" name="this_month"
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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'))]"
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help="Helpdesk requests occurred in current month"/>
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<filter icon="terp-go-month" string="Month-1"
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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'))]"
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help="Helpdesk requests occurred in last month"/>
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<separator orientation="vertical" />
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<filter string="New" icon="terp-check"
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domain="[('state','=','draft')]" />
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<filter string="Open" icon="terp-camera_test"
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domain="[('state','=','open')]" />
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<filter string="Closed" icon="terp-dialog-close"
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domain="[('state','=','cancel')]" />
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<separator orientation="vertical" />
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<field name="section_id" string="Sales Team"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My Sales Team(s)" />
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</field>
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<field name="company_id" groups="base.group_multi_company">
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<filter icon="terp-go-home"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id.company_id','=',uid)]"
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help="My company"/>
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</field>
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<field name="user_id" string="Salesperson">
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<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
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</field>
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</group>
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<newline/>
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<group expand="0" string="Extended Filters..." groups="base.group_no_one">
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<field name="priority" string="Priority"/>
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<field name="categ_id"/>
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<newline/>
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<field name="date_closed" string="Close Date"/>
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</group>
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<newline/>
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<group expand="1" string="Group By...">
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<filter string="Salesperson" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Sales Team" icon="terp-personal+"
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domain="[]"
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context="{'group_by':'section_id'}" />
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<filter string="Partner" icon="terp-partner"
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domain="[]"
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context="{'group_by':'partner_id'}" />
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<separator orientation="vertical" />
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<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
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<separator orientation="vertical" />
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<filter string="Status" icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical" />
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<filter string="Company" icon="terp-go-home"
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domain="[]"
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groups="base.group_multi_company"
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context="{'group_by':'company_id'}" />
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<filter string="Day" icon="terp-go-today"
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domain="[]" context="{'group_by':'day'}" help="Date of helpdesk requests"/>
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<filter string="Month" icon="terp-go-month"
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domain="[]" context="{'group_by':'month'}" help="Month of helpdesk requests"/>
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<filter string="Year" icon="terp-go-year"
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domain="[]" context="{'group_by':'name'}" help="Year of helpdesk requests" />
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</group>
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</search>
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</field>
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</record>
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<!-- Helpdesk report after Sales Services Action -->
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<record id="action_report_crm_helpdesk" model="ir.actions.act_window">
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<field name="name">Helpdesk Analysis</field>
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<field name="res_model">crm.helpdesk.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
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<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
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<field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
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<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>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
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<field name="act_window_id" ref="action_report_crm_helpdesk"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_graph">
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<field name="sequence" eval="2"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="view_report_crm_helpdesk_graph"/>
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<field name="act_window_id" ref="action_report_crm_helpdesk"/>
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</record>
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<menuitem id="base.menu_project_report" name="Project"
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groups="base.group_no_one"
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parent="base.menu_reporting" sequence="30"/>
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<menuitem name="Helpdesk Analysis" action="action_report_crm_helpdesk"
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id="menu_report_crm_helpdesks_tree" parent="base.menu_project_report" sequence="20"/>
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</data>
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</openerp>
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