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
  95
  96                     </group>
  97
  98                     <group colspan="4" col="6">
  99
 100                         <field name="user_id"/>
 101                         <field name="section_id" widget="selection" />
 102
 103                         <group colspan="2" col="4">
 104                             <field name="stage_id" domain="[('type','=','claim')]"/>
 105                             <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
 106                             <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 107                         </group>
 108                         <newline />
 109                         <field name="priority"/>
 110                         <field name="date_deadline"/>
 111                     </group>
 112                     <group colspan="4" col="4">
 113                         <notebook>
 114                             <page string="Claim Description">
 115                                 <group colspan="2" col="2">
 116                                     <separator colspan="2" string="Claim Reporter"/>
 117                                     <field name="partner_id" string="Partner"
 118                                         on_change="onchange_partner_id(partner_id)" />
 119                                     <field name="partner_address_id" string="Contact"
 120                                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 121                                     <field name="partner_phone"/>
 122                                     <field name="email_from"/>
 123                                 </group>
 124                                 <group colspan="2" col="2">
 125                                     <separator colspan="2" string="Responsibilities"/>
 126                                     <field name="user_fault"/>
 127                                     <field name="categ_id" widget="selection"
 128                                         domain="[('object_id.model', '=', 'crm.claim')]" />
 129                                     <field name="ref"/>
 130                                 </group>
 131                                 <separator colspan="4" string="Claim/Action Description"/>
 132                                 <field name="description" colspan="4" nolabel="1"/>
 133                                 <separator colspan="4" string=""/>
 134                                 <group col="8" colspan="4">
 135                                     <field name="state" select="1"/>
 136                                     <button name="case_cancel" string="Cancel"
 137                                         states="draft,open,pending" type="object"
 138                                         icon="gtk-cancel" />
 139                                     <button name="case_pending" string="Pending"
 140                                         states="draft,open" type="object"
 141                                         icon="gtk-media-pause" />
 142                                     <button name="case_open" string="Open"
 143                                         states="draft,pending" type="object"
 144                                         icon="gtk-go-forward" />
 145                                     <button name="case_close" string="Done"
 146                                         states="open,pending" type="object"
 147                                         icon="gtk-jump-to" />
 148                                     <button name="case_reset"
 149                                         string="Reset to Draft" states="done,cancel"
 150                                         type="object" icon="gtk-convert" />
 151                                 </group>
 152                             </page>
 153                             <page string="Follow Up">
 154                                 <group colspan="2" col="2">
 155                                     <separator colspan="2" string="Actions"/>
 156                                     <field name="date_action_next"/>
 157                                     <field name="action_next"/>
 158                                 </group>
 159                                 <group colspan="2" col="2">
 160                                     <separator colspan="2" string="Dates"/>
 161                                     <field name="create_date"/>
 162                                     <field name="date_closed"/>
 163                                     <field name="write_date"/>
 164                                 </group>
 165
 166                                 <group colspan="2" col="2">
 167                                     <separator colspan="2" string="Root Causes"/>
 168                                     <field name="cause" colspan="2" nolabel="1"/>
 169                                 </group>
 170                                 <group colspan="2" col="2">
 171                                     <separator colspan="2" string="Resolution Actions"/>
 172                                     <field name="type_action"/>
 173                                     <field name="resolution" colspan="2" nolabel="1"/>
 174                                 </group>
 175                             </page>
 176                             <page string="Communication &amp; History" groups="base.group_extended">
 177                                 <group colspan="4">
 178                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 179                                 </group>
 180                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 181                                     <tree string="History">
 182                                         <field name="display_text" string="History Information"/>
 183                                         <button
 184                                             string="Reply"
 185                                             name="%(crm.action_crm_send_mail)d"
 186                                             context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 187                                             icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
 188                                     </tree>
 189                                     <form string="Communication &amp; History">
 190                                         <group col="4" colspan="4">
 191                                             <field name="email_from"/>
 192                                             <field name="date"/>
 193                                             <field name="email_to" widget="char" size="512"/>
 194                                             <field name="email_cc" widget="char" size="512"/>
 195                                             <field name="name" colspan="4" widget="char" size="512"/>
 196                                             <field name="history" invisible="1"/>
 197                                         </group>
 198                                         <notebook colspan="4">
 199                                             <page string="Details">
 200                                                 <group attrs="{'invisible': [('history', '!=', True)]}">
 201                                                     <field name="description" colspan="4" nolabel="1" height="250"/>
 202                                                     <button colspan="4"
 203                                                         string="Reply"
 204                                                         name="%(crm.action_crm_send_mail)d"
 205                                                         context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 206                                                         icon="terp-mail-replied" type="action" />
 207                                                 </group>
 208                                                 <group attrs="{'invisible': [('history', '=', True)]}">
 209                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 210                                                 </group>
 211                                             </page>
 212                                             <page string="Attachments">
 213                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 214                                             </page>
 215                                         </notebook>
 216                                     </form>
 217                                 </field>
 218                                 <button string="Add Internal Note"
 219                                     name="%(crm.action_crm_add_note)d"
 220                                     context="{'model': 'crm.lead' }"
 221                                     icon="terp-document-new" type="action" />
 222                                 <button string="Send New Email"
 223                                     name="%(crm.action_crm_send_mail)d"
 224                                     context="{'mail':'new', 'model': 'crm.claim'}"
 225                                     icon="terp-mail-message-new" type="action" />
 226                             </page>
 227                         </notebook>
 228                     </group>
 229                 </form>
 230             </field>
 231         </record>
 232
 233         <!-- Claim Calendar view -->
 234
 235         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 236             <field name="name">Claims Actions</field>
 237             <field name="model">crm.claim</field>
 238             <field name="type">calendar</field>
 239             <field name="priority" eval="2"/>
 240             <field name="arch" type="xml">
 241                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 242                     <field name="name"/>
 243                 </calendar>
 244             </field>
 245         </record>
 246
 247
 248         <!-- Crm claim Search view -->
 249
 250         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 251             <field name="name">CRM - Claims Search</field>
 252             <field name="model">crm.claim</field>
 253             <field name="type">search</field>
 254             <field name="arch" type="xml">
 255                 <search string="Search Claims">
 256                     <filter icon="terp-check" string="Current" name="current"
 257                         domain="[('state','in',('draft', 'open'))]"
 258                         separator="1" help="Draft and Open Claims" />
 259                     <filter icon="terp-camera_test"
 260                         string="In Progress"
 261                         domain="[('state','=','open')]"
 262                         separator="1" help="In Progress Claims"
 263                     />
 264                     <filter icon="terp-gtk-media-pause"
 265                         string="Pending"
 266                         domain="[('state','=','pending')]"
 267                         separator="1" help="All pending Claims"
 268                     />
 269                     <separator orientation="vertical"/>
 270                     <field name="name" select='1'/>
 271                     <field name="partner_id" select="1"/>
 272                     <field name="user_id" select="1" widget="selection">
 273                             <filter icon="terp-personal-"
 274                                 domain="[('user_id','=', False)]"
 275                                 help="Unassigned Claims" />
 276                     </field>
 277                     <newline/>
 278                     <group expand="0" string="Group By...">
 279                         <filter string="Partner" icon="terp-partner"
 280                             domain="[]" help="Partner"
 281                             context="{'group_by':'partner_id'}" />
 282                         <filter string="Responsible" icon="terp-personal"
 283                             domain="[]" help="Responsible User"
 284                             context="{'group_by':'user_id'}" />
 285                         <separator orientation="vertical"/>
 286                         <filter string="Stage" icon="terp-stage"
 287                             domain="[]" context="{'group_by':'stage_id'}" />
 288                         <filter string="Type" icon="terp-stock_symbol-selection"
 289                             domain="[]" context="{'group_by':'categ_id'}" />
 290                         <filter string="State"
 291                             icon="terp-stock_effects-object-colorize"
 292                             domain="[]" context="{'group_by':'state'}" />
 293                         <separator orientation="vertical"/>
 294                         <filter string="Claim Date" icon="terp-go-month"
 295                             domain="[]" help="Claim Date"
 296                             context="{'group_by':'date'}" />
 297                         <filter string="Deadline" icon="terp-go-month"
 298                             domain="[]"
 299                             context="{'group_by':'date_deadline'}" />
 300                         <filter string="Closure" icon="terp-go-month"
 301                             domain="[]" help="Date Closed"
 302                             context="{'group_by':'date_closed'}" />
 303                     </group>
 304                 </search>
 305             </field>
 306         </record>
 307
 308         <act_window
 309             context="{'search_default_partner_id': [active_id]}"
 310             id="act_claim_partner"
 311             name="Report a Claim"
 312             view_mode="form,tree"
 313             res_model="crm.claim"
 314             src_model="res.partner"/>
 315
 316
 317         <act_window
 318             domain="[('partner_address_id', '=', active_id)]"
 319             context="{'default_partner_id': partner_id}"
 320             id="act_claim_partner_address"
 321             name="Report a Claim"
 322             view_mode="form,tree"
 323             res_model="crm.claim"
 324             src_model="res.partner.address"/>
 325
 326      </data>
 327 </openerp>