addons/crm_claim/crm_claim_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <menuitem id="menu_config_claim" name="Claim"
   6             groups="base.group_extended"
   7             parent="base.menu_base_config" sequence="6" />
   8
   9         <!-- Claims categories  -->
  10
  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>
  19         </record>
  20
  21         <menuitem action="crm_claim_categ_action" name="Categories"
  22             id="menu_crm_case_claim-act" parent="menu_config_claim" />
  23
  24         <!-- Claim Stage Search view -->
  25
  26         <record id="claim_stage_search" model="ir.ui.view">
  27             <field name="name">Claim Stage - Search</field>
  28             <field name="model">crm.case.stage</field>
  29             <field name="type">search</field>
  30             <field name="inherit_id" ref="crm.crm_lead_stage_search"/>
  31             <field name="arch" type="xml">
  32                 <data>
  33                     <xpath expr="//field[@name='name']" position="before">
  34                         <filter icon="terp-personal-" name="claim"
  35                             string="Claim" domain="[('type', '=', 'claim')]" context="{'type' : 'claim'}"/>
  36                     </xpath>
  37                 </data>
  38             </field>
  39         </record>
  40
  41         <!-- Claim Stages -->
  42
  43         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  44             <field name="name">Claim Stages</field>
  45             <field name="res_model">crm.case.stage</field>
  46             <field name="view_type">form</field>
  47             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  48             <field name="search_view_id" ref="claim_stage_search"/>
  49             <field name="context">{'search_default_claim':1}</field>
  50             <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>
  51         </record>
  52
  53          <menuitem action="crm_claim_stage_act" name="Stages"
  54                 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
  55
  56         <!-- Claims    -->
  57
  58         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  59             <field name="name">CRM - Claims Tree</field>
  60             <field name="model">crm.claim</field>
  61             <field name="type">tree</field>
  62             <field name="arch" type="xml">
  63                 <tree string="Claims" colors="blue:state=='pending' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline &lt; current_date)">
  64                     <field name="name"/>
  65                     <field name="partner_id"/>
  66                     <field name="user_id" />
  67                     <field name="date"/>
  68                     <field name="date_action_next"/>
  69                     <field name="action_next"/>
  70                     <field name="categ_id" string="Type" select="1"/>
  71                     <field name="stage_id" invisible="1"/>
  72                     <field name="date_deadline" invisible="1"/>
  73                     <field name="date_closed" invisible="1"/>
  74                     <field name="state"/>
  75                     <button name="case_open" string="Open"
  76                         states="draft,pending" type="object"
  77                         icon="gtk-go-forward" />
  78                     <button name="case_close" string="Close"
  79                         states="open,draft,pending" type="object"
  80                         icon="gtk-close" />
  81                 </tree>
  82             </field>
  83         </record>
  84
  85         <record model="ir.ui.view" id="crm_case_claims_form_view">
  86             <field name="name">CRM - Claims Form</field>
  87             <field name="model">crm.claim</field>
  88             <field name="type">form</field>
  89             <field name="arch" type="xml">
  90                 <form string="Claims">
  91                     <group>
  92                         <field name="name" />
  93                         <field name="date"/>
  94                     </group>
  95                     <group colspan="4" col="6">
  96                         <field name="user_id"/>
  97                         <field name="section_id" widget="selection" />
  98                         <group colspan="2" col="4">
  99                             <field name="stage_id" domain="[('type','=','claim')]"/>
 100                             <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
 101                             <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 102                         </group>
 103                         <newline />
 104                         <field name="priority"/>
 105                         <field name="date_deadline"/>
 106                     </group>
 107                     <group colspan="4" col="4">
 108                         <notebook>
 109                             <page string="Claim Description">
 110                                 <group colspan="2" col="2">
 111                                     <separator colspan="2" string="Claim Reporter"/>
 112                                     <field name="partner_id" string="Partner"
 113                                         on_change="onchange_partner_id(partner_id)" />
 114                                     <field name="partner_address_id" string="Contact"
 115                                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 116                                     <field name="partner_phone"/>
 117                                     <field name="email_from"/>
 118                                 </group>
 119                                 <group colspan="2" col="2">
 120                                     <separator colspan="2" string="Responsibilities"/>
 121                                     <field name="user_fault"/>
 122                                     <field name="categ_id" widget="selection"
 123                                         domain="[('object_id.model', '=', 'crm.claim')]" />
 124                                     <field name="ref"/>
 125                                 </group>
 126                                 <separator colspan="4" string="Claim/Action Description"/>
 127                                 <field name="description" colspan="4" nolabel="1"/>
 128                                 <separator colspan="4" string=""/>
 129                                 <group col="8" colspan="4">
 130                                     <field name="state" select="1"/>
 131                                     <button name="case_cancel" string="Cancel"
 132                                         states="draft,open,pending" type="object"
 133                                         icon="gtk-cancel" />
 134                                     <button name="case_pending" string="Pending"
 135                                         states="draft,open" type="object"
 136                                         icon="gtk-media-pause" />
 137                                     <button name="case_open" string="Open"
 138                                         states="draft,pending" type="object"
 139                                         icon="gtk-go-forward" />
 140                                     <button name="case_close" string="Done"
 141                                         states="open,pending" type="object"
 142                                         icon="gtk-jump-to" />
 143                                     <button name="case_reset"
 144                                         string="Reset to Draft" states="done,cancel"
 145                                         type="object" icon="gtk-convert" />
 146                                 </group>
 147                             </page>
 148                             <page string="Follow Up">
 149                                 <group colspan="2" col="2">
 150                                     <separator colspan="2" string="Actions"/>
 151                                     <field name="date_action_next"/>
 152                                     <field name="action_next"/>
 153                                 </group>
 154                                 <group colspan="2" col="2">
 155                                     <separator colspan="2" string="Dates"/>
 156                                     <field name="create_date"/>
 157                                     <field name="date_closed"/>
 158                                     <field name="write_date"/>
 159                                 </group>
 160
 161                                 <group colspan="2" col="2">
 162                                     <separator colspan="2" string="Root Causes"/>
 163                                     <field name="cause" colspan="2" nolabel="1"/>
 164                                 </group>
 165                                 <group colspan="2" col="2">
 166                                     <separator colspan="2" string="Resolution Actions"/>
 167                                     <field name="type_action"/>
 168                                     <field name="resolution" colspan="2" nolabel="1"/>
 169                                 </group>
 170                             </page>
 171                             <page string="Communication &amp; History" groups="base.group_extended">
 172                                 <group colspan="4">
 173                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 174                                 </group>
 175                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
 176                                     <tree string="History">
 177                                         <field name="display_text" string="History Information"/>
 178                                         <field name="history" invisible="1"/>
 179                                                     <button
 180                                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 181                                                         name="%(mail.action_email_compose_message_wizard)d"
 182                                                         context="{'mail':'reply'}"
 183                                                         icon="terp-mail-replied" type="action" />
 184                                     </tree>
 185                                     <form string="Communication &amp; History">
 186                                         <group col="4" colspan="4">
 187                                             <field name="email_from"/>
 188                                             <field name="date"/>
 189                                             <field name="email_to" widget="char" size="512"/>
 190                                             <field name="email_cc" widget="char" size="512"/>
 191                                             <field name="subject" colspan="4" widget="char" size="512"/>
 192                                             <field name="history" invisible="1"/>
 193                                         </group>
 194                                         <notebook colspan="4">
 195                                             <page string="Details">
 196                                                 <group attrs="{'invisible': [('history', '!=', True)]}">
 197                                                     <field name="body" colspan="4" nolabel="1" height="250"/>
 198                                                                 <button colspan="4" string="Reply"
 199                                                                     name="%(mail.action_email_compose_message_wizard)d"
 200                                                                     context="{'mail':'reply', 'message_id':active_id}"
 201                                                                     icon="terp-mail-replied" type="action"/>
 202                                                 </group>
 203                                                 <group attrs="{'invisible': [('history', '=', True)]}">
 204                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 205                                                 </group>
 206                                             </page>
 207                                             <page string="Attachments">
 208                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 209                                             </page>
 210                                         </notebook>
 211                                     </form>
 212                                 </field>
 213                                 <button string="Add Internal Note"
 214                                     name="%(crm.action_crm_add_note)d"
 215                                     context="{'model': 'crm.lead' }"
 216                                     icon="terp-document-new" type="action" />
 217                                             <button string="Send New Email"
 218                                                 name="%(mail.action_email_compose_message_wizard)d"
 219                                                 icon="terp-mail-message-new" type="action"/>
 220                             </page>
 221                         </notebook>
 222                     </group>
 223                 </form>
 224             </field>
 225         </record>
 226
 227         <!-- Claim Calendar view -->
 228
 229         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 230             <field name="name">Claims Actions</field>
 231             <field name="model">crm.claim</field>
 232             <field name="type">calendar</field>
 233             <field name="priority" eval="2"/>
 234             <field name="arch" type="xml">
 235                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 236                     <field name="name"/>
 237                 </calendar>
 238             </field>
 239         </record>
 240
 241
 242         <!-- Crm claim Search view -->
 243
 244         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 245             <field name="name">CRM - Claims Search</field>
 246             <field name="model">crm.claim</field>
 247             <field name="type">search</field>
 248             <field name="arch" type="xml">
 249                 <search string="Search Claims">
 250                     <filter icon="terp-check" string="Current" name="current"
 251                         domain="[('state','in',('draft', 'open'))]"
 252                         separator="1" help="Draft and Open Claims" />
 253                     <filter icon="terp-camera_test"
 254                         string="In Progress"
 255                         domain="[('state','=','open')]"
 256                         separator="1" help="In Progress Claims"
 257                     />
 258                     <filter icon="terp-gtk-media-pause"
 259                         string="Pending"
 260                         domain="[('state','=','pending')]"
 261                         separator="1" help="All pending Claims"
 262                     />
 263                     <separator orientation="vertical"/>
 264                     <field name="name" select='1'/>
 265                     <field name="partner_id" select="1"/>
 266                     <field name="user_id" select="1" widget="selection">
 267                             <filter icon="terp-personal-"
 268                                 domain="[('user_id','=', False)]"
 269                                 help="Unassigned Claims" />
 270                     </field>
 271                     <newline/>
 272                     <group expand="0" string="Group By...">
 273                         <filter string="Partner" icon="terp-partner"
 274                             domain="[]" help="Partner"
 275                             context="{'group_by':'partner_id'}" />
 276                         <filter string="Responsible" icon="terp-personal"
 277                             domain="[]" help="Responsible User"
 278                             context="{'group_by':'user_id'}" />
 279                         <separator orientation="vertical"/>
 280                         <filter string="Stage" icon="terp-stage"
 281                             domain="[]" context="{'group_by':'stage_id'}" />
 282                         <filter string="Type" icon="terp-stock_symbol-selection"
 283                             domain="[]" context="{'group_by':'categ_id'}" />
 284                         <filter string="State"
 285                             icon="terp-stock_effects-object-colorize"
 286                             domain="[]" context="{'group_by':'state'}" />
 287                         <separator orientation="vertical"/>
 288                         <filter string="Claim Date" icon="terp-go-month"
 289                             domain="[]" help="Claim Date"
 290                             context="{'group_by':'date'}" />
 291                         <filter string="Deadline" icon="terp-go-month"
 292                             domain="[]"
 293                             context="{'group_by':'date_deadline'}" />
 294                         <filter string="Closure" icon="terp-go-month"
 295                             domain="[]" help="Date Closed"
 296                             context="{'group_by':'date_closed'}" />
 297                     </group>
 298                 </search>
 299             </field>
 300         </record>
 301
 302         <act_window
 303             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 304             id="act_claim_partner"
 305             name="Report a Claim"
 306             view_mode="form,tree"
 307             res_model="crm.claim"
 308             src_model="res.partner"/>
 309
 310
 311         <act_window
 312             domain="[('partner_address_id', '=', active_id)]"
 313             context="{'default_partner_id': partner_id}"
 314             id="act_claim_partner_address"
 315             name="Report a Claim"
 316             view_mode="form,tree"
 317             res_model="crm.claim"
 318             src_model="res.partner.address"/>
 319
 320      </data>
 321 </openerp>