5 <menuitem id="menu_config_claim" name="Claim"
6 groups="base.group_extended"
7 parent="base.menu_base_config" sequence="6" />
9 <!-- Claims categories -->
11 <record id="crm_claim_categ_action" model="ir.actions.act_window">
12 <field name="name">Claim Categories</field>
13 <field name="res_model">crm.case.categ</field>
14 <field name="view_type">form</field>
15 <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
16 <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
17 <field name="context">{'object_id':'crm.claim'}</field>
18 <field name="help">Create claim categories to better manage and classify your claims. Some example of claims can be: preventive action, corrective action.</field>
21 <menuitem action="crm_claim_categ_action" name="Categories"
22 id="menu_crm_case_claim-act" parent="menu_config_claim" />
27 <record id="crm_claim_stage_act" model="ir.actions.act_window">
28 <field name="name">Claim Stages</field>
29 <field name="res_model">crm.case.stage</field>
30 <field name="view_type">form</field>
31 <field name="view_id" ref="crm.crm_case_stage_tree"/>
32 <field name="domain">[('type', '=', 'claim')]</field>
33 <field name="context">{'type':'claim'}</field>
34 <field name="help">You can create claim stages to categorize the status of every claim entered in the system. The stages define all the steps required for the resolution of a claim.</field>
37 <menuitem action="crm_claim_stage_act" name="Stages"
38 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
42 <record model="ir.ui.view" id="crm_case_claims_tree_view">
43 <field name="name">CRM - Claims Tree</field>
44 <field name="model">crm.claim</field>
45 <field name="type">tree</field>
46 <field name="arch" type="xml">
47 <tree string="Claims" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline < current_date)">
49 <field name="partner_id"/>
50 <field name="user_id" />
52 <field name="date_action_next"/>
53 <field name="action_next"/>
54 <field name="categ_id" string="Type" select="1"/>
55 <field name="stage_id" invisible="1"/>
56 <field name="date_deadline" invisible="1"/>
57 <field name="date_closed" invisible="1"/>
59 <button name="case_open" string="Open"
60 states="draft,pending" type="object"
61 icon="gtk-go-forward" />
62 <button name="case_close" string="Close"
63 states="open,draft,pending" type="object"
69 <record model="ir.ui.view" id="crm_case_claims_form_view">
70 <field name="name">CRM - Claims Form</field>
71 <field name="model">crm.claim</field>
72 <field name="type">form</field>
73 <field name="arch" type="xml">
74 <form string="Claims">
82 <group colspan="4" col="6">
84 <field name="user_id"/>
85 <field name="section_id" widget="selection" />
87 <group colspan="2" col="4">
88 <field name="stage_id" domain="[('type','=','claim')]"/>
89 <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
90 <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
93 <field name="priority"/>
94 <field name="date_deadline"/>
96 <group colspan="4" col="4">
98 <page string="Claim Description">
99 <group colspan="2" col="2">
100 <separator colspan="2" string="Claim Reporter"/>
101 <field name="partner_id" string="Partner"
102 on_change="onchange_partner_id(partner_id)" />
103 <field name="partner_address_id" string="Contact"
104 on_change="onchange_partner_address_id(partner_address_id, email_from)" />
105 <field name="partner_phone"/>
106 <field name="email_from"/>
108 <group colspan="2" col="2">
109 <separator colspan="2" string="Responsibilities"/>
110 <field name="user_fault"/>
111 <field name="categ_id" widget="selection"
112 domain="[('object_id.model', '=', 'crm.claim')]" />
115 <separator colspan="4" string="Claim/Action Description"/>
116 <field name="description" colspan="4" nolabel="1"/>
117 <separator colspan="4" string=""/>
118 <group col="8" colspan="4">
119 <field name="state" select="1"/>
120 <button name="case_cancel" string="Cancel"
121 states="draft,open,pending" type="object"
123 <button name="case_pending" string="Pending"
124 states="draft,open" type="object"
125 icon="gtk-media-pause" />
126 <button name="case_open" string="Open"
127 states="draft,pending" type="object"
128 icon="gtk-go-forward" />
129 <button name="case_close" string="Done"
130 states="open,pending" type="object"
131 icon="gtk-jump-to" />
132 <button name="case_reset"
133 string="Reset to Draft" states="done,cancel"
134 type="object" icon="gtk-convert" />
137 <page string="Follow Up">
138 <group colspan="2" col="2">
139 <separator colspan="2" string="Actions"/>
140 <field name="date_action_next"/>
141 <field name="action_next"/>
143 <group colspan="2" col="2">
144 <separator colspan="2" string="Dates"/>
145 <field name="create_date"/>
146 <field name="date_closed"/>
147 <field name="write_date"/>
150 <group colspan="2" col="2">
151 <separator colspan="2" string="Root Causes"/>
152 <field name="cause" colspan="2" nolabel="1"/>
154 <group colspan="2" col="2">
155 <separator colspan="2" string="Resolution Actions"/>
156 <field name="type_action"/>
157 <field name="resolution" colspan="2" nolabel="1"/>
160 <page string="Communication & History" groups="base.group_extended">
162 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
164 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
165 <tree string="History">
166 <field name="display_text" string="History Information"/>
169 name="%(crm.action_crm_send_mail)d"
170 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
171 icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
173 <form string="Communication & History">
174 <group col="4" colspan="4">
175 <field name="email_from"/>
177 <field name="email_to" widget="char" size="512"/>
178 <field name="email_cc" widget="char" size="512"/>
179 <field name="name" colspan="4" widget="char" size="512"/>
180 <field name="history" invisible="1"/>
182 <notebook colspan="4">
183 <page string="Details">
185 <field name="description" colspan="4" nolabel="1" height="250"/>
188 attrs="{'invisible': [('history', '!=', True)]}"
189 name="%(crm.action_crm_send_mail)d"
190 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
191 icon="terp-mail-replied" type="action" />
194 <page string="Attachments">
195 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
200 <button string="Add Internal Note"
201 name="%(crm.action_crm_add_note)d"
202 context="{'model': 'crm.lead' }"
203 icon="terp-document-new" type="action" />
204 <button string="Send New Email"
205 name="%(crm.action_crm_send_mail)d"
206 context="{'mail':'new', 'model': 'crm.claim'}"
207 icon="terp-mail-message-new" type="action" />
215 <!-- Claim Calendar view -->
217 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
218 <field name="name">Claims Actions</field>
219 <field name="model">crm.claim</field>
220 <field name="type">calendar</field>
221 <field name="priority" eval="2"/>
222 <field name="arch" type="xml">
223 <calendar string="Claims" date_start="date_action_next" color="user_id">
230 <!-- Crm claim Search view -->
232 <record id="view_crm_case_claims_filter" model="ir.ui.view">
233 <field name="name">CRM - Claims Search</field>
234 <field name="model">crm.claim</field>
235 <field name="type">search</field>
236 <field name="arch" type="xml">
237 <search string="Search Claims">
238 <filter icon="terp-check" string="Current" name="current"
239 domain="[('state','in',('draft', 'open'))]"
240 separator="1" help="Draft and Open Claims" />
241 <filter icon="terp-camera_test"
243 domain="[('state','=','open')]"
244 separator="1" help="In Progress Claims"
246 <filter icon="terp-gtk-media-pause"
248 domain="[('state','=','pending')]"
249 separator="1" help="All pending Claims"
251 <separator orientation="vertical"/>
252 <field name="name" select='1'/>
253 <field name="partner_id" select="1"/>
254 <field name="user_id" select="1" widget="selection">
255 <filter icon="terp-personal-"
256 domain="[('user_id','=', False)]"
257 help="Unassigned Claims" />
260 <group expand="0" string="Group By...">
261 <filter string="Partner" icon="terp-partner"
262 domain="[]" help="Partner"
263 context="{'group_by':'partner_id'}" />
264 <filter string="Responsible" icon="terp-personal"
265 domain="[]" help="Responsible User"
266 context="{'group_by':'user_id'}" />
267 <separator orientation="vertical"/>
268 <filter string="Stage" icon="terp-stage"
269 domain="[]" context="{'group_by':'stage_id'}" />
270 <filter string="Type" icon="terp-stock_symbol-selection"
271 domain="[]" context="{'group_by':'categ_id'}" />
272 <filter string="State"
273 icon="terp-stock_effects-object-colorize"
274 domain="[]" context="{'group_by':'state'}" />
275 <separator orientation="vertical"/>
276 <filter string="Claim Date" icon="terp-go-month"
277 domain="[]" help="Claim Date"
278 context="{'group_by':'date'}" />
279 <filter string="Deadline" icon="terp-go-month"
281 context="{'group_by':'date_deadline'}" />
282 <filter string="Closure" icon="terp-go-month"
283 domain="[]" help="Date Closed"
284 context="{'group_by':'date_closed'}" />
291 context="{'search_default_partner_id': [active_id]}"
292 id="act_claim_partner"
293 name="Report a Claim"
294 view_mode="form,tree"
295 res_model="crm.claim"
296 src_model="res.partner"/>
300 domain="[('partner_address_id', '=', active_id)]"
301 context="{'default_partner_id': partner_id}"
302 id="act_claim_partner_address"
303 name="Report a Claim"
304 view_mode="form,tree"
305 res_model="crm.claim"
306 src_model="res.partner.address"/>