addons/crm/crm_claims_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4     # ------------------------------------------------------
   5     # Claims
   6     # ------------------------------------------------------
   7     <record id="crm_claim_categ_action" model="ir.actions.act_window">
   8         <field name="name">Claim Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11          <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12            <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  13         <field name="context">{'object_id':'crm.claim'}</field>
  14     </record>
  15     <menuitem action="crm_claim_categ_action" id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ"/>
  16     # ------------------------------------------------------
  17     # Stages
  18     # ------------------------------------------------------
  19         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  20             <field name="name">Claim Stages</field>
  21             <field name="res_model">crm.case.stage</field>
  22             <field name="view_type">form</field>
  23             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  24            <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  25           <field name="context">{'object_id':'crm.claim'}</field>
  26         </record>
  27       <menuitem action="crm_claim_stage_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage"/>
  28
  29     # ------------------------------------------------------
  30     # Resource Type
  31     # ------------------------------------------------------
  32         <record id="crm_claim_resource_act" model="ir.actions.act_window">
  33             <field name="name">Claim Resource Type</field>
  34             <field name="res_model">crm.case.resource.type</field>
  35             <field name="view_type">form</field>
  36             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  37            <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  38           <field name="context">{'object_id':'crm.claim'}</field>
  39         </record>
  40       <menuitem action="crm_claim_resource_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_resource_type"/>
  41
  42     <!-- Claims    -->
  43     <record model="ir.ui.view" id="crm_case_claims_tree_view">
  44         <field name="name">CRM - Claims Tree</field>
  45         <field name="model">crm.claim</field>
  46         <field name="type">tree</field>
  47         <field name="arch" type="xml">
  48             <tree string="Claims" colors="blue:state=='pending';black:state=='open';grey:state in ('close', 'cancel')">
  49                 <field name="id"/>
  50                 <field name="name"/>
  51                 <field name="partner_id"/>
  52                 <field name="user_id" />
  53                 <field name="section_id" string="Section" />
  54                 <field name="date" string="Claim Date"/>
  55                  <field name="date_deadline" string="Deadline"/>
  56                  <field name="date_closed" string="Closure Date"/>
  57                 <field name="categ_id" string="Type" select="1"/>
  58                 <field name="state"/>
  59                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  60                 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
  61                 <button name="case_close" string="Close" states="open,draft,pending" type="object"  icon="gtk-close"/>
  62                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  63                 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
  64             </tree>
  65         </field>
  66     </record>
  67
  68     <record model="ir.ui.view" id="crm_case_claims_form_view">
  69         <field name="name">CRM - Claims Form</field>
  70         <field name="model">crm.claim</field>
  71         <field name="type">form</field>
  72         <field name="arch" type="xml">
  73             <form string="Claims">
  74                 <group colspan="4" col="4">
  75                     <field name="name"/>
  76                     <field name="date" string="Date of Claim"/>
  77                     <field name="date_deadline" string="Deadline"/>
  78                 </group>
  79                 <group colspan="4" col="4">
  80                 <notebook>
  81                 <page string="Claim Info">
  82                     <separator colspan="4" string="Communication"/>
  83                     <group colspan="4" col="4">
  84                         <field name="partner_id" string="Partner"
  85                             on_change="onchange_partner_id(partner_id)" />
  86                         <field name="partner_address_id" string="Contact"
  87                             on_change="onchange_partner_address_id(partner_address_id, email_from)" />
  88                         <field name="partner_phone"/>
  89                         <field name="partner_mobile"/>
  90                         <field name="email_from"/>
  91                     </group>
  92                     <separator colspan="4" string="Status and Categorization"/>
  93                     <group colspan="4" col="6">
  94                         <field name="user_id" string="Responsible" select="2"/>
  95                         <field name="section_id" widget="selection"/>
  96                         <label string="Stage: " align="1.0"/>
  97                         <group colspan="1" col="2">
  98                             <field name="stage_id" select="1" nolabel="1"/>
  99                             <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 100                         </group>
 101                         <field name="categ_id" select="1" widget="selection"
 102                             domain="[('object_id.model', '=', 'crm.claim')]" />
 103                         <field name="type_id" string="Type of Action" select="1"
 104                             domain="[('object_id.model', '=', 'crm.claim')]" />
 105                         <field name="priority"/>
 106                     </group>
 107                     <separator colspan="4" string="References"/>
 108                     <group colspan="4" col="4">
 109                         <field name="ref"/>
 110                         <field name="ref2"/>
 111                     </group>
 112                     <separator colspan="4" string="Claim/Action Description"/>
 113                     <field name="description" colspan="4" nolabel="1"/>
 114                     <separator colspan="4" string=""/>
 115                     <group col="8" colspan="4">
 116                         <field name="state" select="1"/>
 117                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
 118                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 119                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
 120                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
 121                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
 122                     </group>
 123                 </page>
 124                 <page string="History" groups="base.group_extended">
 125                     <field name="id" select="1"/>
 126                     <field name="active"/>
 127                     <field name="canal_id"/>
 128                     <field name="som"/>
 129                     <separator colspan="4" string="Dates"/>
 130                     <field name="create_date"/>
 131                     <field name="date_closed"/>
 132                     <field name="log_ids" nolabel="1" colspan="4">
 133                         <form string="Actions">
 134                             <separator string="Action Information" colspan="4"/>
 135                             <field name="name" colspan="4"/>
 136                             <field name="date"/>
 137                             <field name="user_id"/>
 138                         </form>
 139                     </field>
 140                 </page>
 141                 <page string="Emails" groups="base.group_extended">
 142                    <group colspan="4">
 143                        <field colspan="4" name="email_cc" string="CC"/>
 144                    </group>
 145                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 146                         <form string="Communication history">
 147                             <group col="7" colspan="4">
 148                                 <field name="date"/>
 149                                 <field name="email_to"/>
 150                                 <field name="email_from"/>
 151                                <button
 152                                      string="Add a CC"
 153                                                name="%(crm.action_view_crm_email_add_cc_wizard)d"
 154                                                icon="gtk-add" type="action"/>
 155                                    </group>
 156                                    <newline/>
 157                                    <field name="description" colspan="4" nolabel="1"/>
 158                                    <button colspan="4"
 159                                         string="Reply to Last Email"
 160                                         name="%(action_crm_send_mail)d"
 161                                         context="{'mail':'reply', 'model': 'crm.claim'}"
 162                                         icon="gtk-undo" type="action" />
 163                                </form>
 164                                <tree string="Communication history">
 165                                    <field name="description"/>
 166                                    <field name="email_to"/>
 167                                    <field name="date"/>
 168                                </tree>
 169                            </field>
 170                            <button colspan="4" string="Send New Email"
 171                                 name="%(action_crm_send_mail)d"
 172                                 context="{'mail':'new', 'model': 'crm.claim'}"
 173                                 icon="gtk-go-forward" type="action" />
 174                  </page>
 175                 </notebook>
 176                 </group>
 177             </form>
 178         </field>
 179     </record>
 180
 181     <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 182         <field name="name">CRM - Claims Calendar</field>
 183         <field name="model">crm.claim</field>
 184         <field name="type">calendar</field>
 185         <field name="priority" eval="2"/>
 186         <field name="arch" type="xml">
 187             <calendar string="Claims" date_start="date" color="user_id">
 188                 <field name="name"/>
 189                 <field name="partner_name"/>
 190                 <field name="categ_id"/>
 191             </calendar>
 192         </field>
 193     </record>
 194
 195     <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
 196         <field name="name">CRM -Graph</field>
 197         <field name="model">crm.claim</field>
 198         <field name="type">graph</field>
 199         <field name="arch" type="xml">
 200             <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
 201                 <field name="stage_id"/>
 202                 <field name="planned_cost" operator="+"/>
 203                 <field name="planned_revenue" operator="+"/>
 204             </graph>
 205         </field>
 206     </record>
 207
 208    <record id="view_crm_case_claims_filter" model="ir.ui.view">
 209             <field name="name">CRM - Claims Search</field>
 210             <field name="model">crm.claim</field>
 211             <field name="type">search</field>
 212             <field name="arch" type="xml">
 213                 <search string="Search Claims">
 214                    <filter icon="gtk-new" string="Current"
 215                        domain="[('state','in',('draft', 'open'))]"
 216                        separator="1" help="Current Claims" default="1"
 217                    />
 218                    <filter icon="gtk-execute"
 219                        string="In Progress"
 220                        domain="[('state','=','open')]"
 221                        separator="1" help="In Progress Claims"
 222                    />
 223                    <filter icon="gtk-media-pause"
 224                        string="Pending"
 225                        domain="[('state','=','pending')]"
 226                        separator="1" help="All pending Claims"
 227                    />
 228                    <separator orientation="vertical"/>
 229                    <field name="name" select='1'/>
 230                    <field name="partner_id" select="1"/>
 231                    <field name="user_id" select="1" widget="selection">
 232                                 <filter icon="terp-partner"
 233                                         domain="[('user_id','=',uid)]" help="My Claims"
 234                                         default="1" />
 235                                 <filter icon="terp-partner"
 236                                         domain="[('user_id','=', False)]"
 237                                         help="Unassigned Claims" />
 238                    </field>
 239                    <field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
 240                        <filter icon="terp-crm"
 241                            domain="[('section_id','=',context.get('section_id',False))]"
 242                            help="My section"
 243                            />
 244                    </field>
 245                    <newline/>
 246                    <group expand="1" string="Group By..." colspan="10" col="20">
 247                        <filter string="Deadline" icon="terp-crm" domain="[]" context="{'group_by':'date_deadline'}"/>
 248                        <filter string="Closure" icon="terp-crm" domain="[]"  context="{'group_by':'date_closed'}"/>
 249                    </group>
 250                </search>
 251            </field>
 252         </record>
 253      </data>
 254 </openerp>