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
  25         <!-- Claim Stages -->
  26
  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>
  35         </record>
  36
  37          <menuitem action="crm_claim_stage_act" name="Stages"
  38                 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
  39
  40         <!-- Claims    -->
  41
  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 &lt; current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline &lt; current_date)">
  48                     <field name="name"/>
  49                     <field name="partner_id"/>
  50                     <field name="user_id" />
  51                     <field name="date"/>
  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"/>
  58                     <field name="state"/>
  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"
  64                         icon="gtk-close" />
  65                 </tree>
  66             </field>
  67         </record>
  68
  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">
  75                     <group>
  76                         <field name="name" />
  77                         <field name="date"/>
  78
  79
  80                     </group>
  81
  82                     <group colspan="4" col="6">
  83
  84                         <field name="user_id"/>
  85                         <field name="section_id" widget="selection" />
  86
  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"/>
  91                         </group>
  92                         <newline />
  93                         <field name="priority"/>
  94                         <field name="date_deadline"/>
  95                     </group>
  96                     <group colspan="4" col="4">
  97                         <notebook>
  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"/>
 107                                 </group>
 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')]" />
 113                                     <field name="ref"/>
 114                                 </group>
 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"
 122                                         icon="gtk-cancel" />
 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" />
 135                                 </group>
 136                             </page>
 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"/>
 142                                 </group>
 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"/>
 148                                 </group>
 149
 150                                 <group colspan="2" col="2">
 151                                     <separator colspan="2" string="Root Causes"/>
 152                                     <field name="cause" colspan="2" nolabel="1"/>
 153                                 </group>
 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"/>
 158                                 </group>
 159                             </page>
 160                             <page string="Communication &amp; History" groups="base.group_extended">
 161                                 <group colspan="4">
 162                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 163                                 </group>
 164                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 165                                     <tree string="History">
 166                                         <field name="display_text" string="History Information"/>
 167                                         <button
 168                                             string="Reply"
 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)]}" />
 172                                     </tree>
 173                                     <form string="Communication &amp; History">
 174                                         <group col="4" colspan="4">
 175                                             <field name="email_from"/>
 176                                             <field name="date"/>
 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"/>
 181                                         </group>
 182                                         <notebook colspan="4">
 183                                             <page string="Details">
 184                                                 <group attrs="{'invisible': [('history', '!=', True)]}">
 185                                                     <field name="description" colspan="4" nolabel="1" height="250"/>
 186                                                     <button colspan="4"
 187                                                         string="Reply"
 188                                                         name="%(crm.action_crm_send_mail)d"
 189                                                         context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 190                                                         icon="terp-mail-replied" type="action" />
 191                                                 </group>
 192                                                 <group attrs="{'invisible': [('history', '=', True)]}">
 193                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 194                                                 </group>
 195                                             </page>
 196                                             <page string="Attachments">
 197                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 198                                             </page>
 199                                         </notebook>
 200                                     </form>
 201                                 </field>
 202                                 <button string="Add Internal Note"
 203                                     name="%(crm.action_crm_add_note)d"
 204                                     context="{'model': 'crm.lead' }"
 205                                     icon="terp-document-new" type="action" />
 206                                 <button string="Send New Email"
 207                                     name="%(crm.action_crm_send_mail)d"
 208                                     context="{'mail':'new', 'model': 'crm.claim'}"
 209                                     icon="terp-mail-message-new" type="action" />
 210                             </page>
 211                         </notebook>
 212                     </group>
 213                 </form>
 214             </field>
 215         </record>
 216
 217         <!-- Claim Calendar view -->
 218
 219         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 220             <field name="name">Claims Actions</field>
 221             <field name="model">crm.claim</field>
 222             <field name="type">calendar</field>
 223             <field name="priority" eval="2"/>
 224             <field name="arch" type="xml">
 225                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 226                     <field name="name"/>
 227                 </calendar>
 228             </field>
 229         </record>
 230
 231
 232         <!-- Crm claim Search view -->
 233
 234         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 235             <field name="name">CRM - Claims Search</field>
 236             <field name="model">crm.claim</field>
 237             <field name="type">search</field>
 238             <field name="arch" type="xml">
 239                 <search string="Search Claims">
 240                     <filter icon="terp-check" string="Current" name="current"
 241                         domain="[('state','in',('draft', 'open'))]"
 242                         separator="1" help="Draft and Open Claims" />
 243                     <filter icon="terp-camera_test"
 244                         string="In Progress"
 245                         domain="[('state','=','open')]"
 246                         separator="1" help="In Progress Claims"
 247                     />
 248                     <filter icon="terp-gtk-media-pause"
 249                         string="Pending"
 250                         domain="[('state','=','pending')]"
 251                         separator="1" help="All pending Claims"
 252                     />
 253                     <separator orientation="vertical"/>
 254                     <field name="name" select='1'/>
 255                     <field name="partner_id" select="1"/>
 256                     <field name="user_id" select="1" widget="selection">
 257                             <filter icon="terp-personal-"
 258                                 domain="[('user_id','=', False)]"
 259                                 help="Unassigned Claims" />
 260                     </field>
 261                     <newline/>
 262                     <group expand="0" string="Group By...">
 263                         <filter string="Partner" icon="terp-partner"
 264                             domain="[]" help="Partner"
 265                             context="{'group_by':'partner_id'}" />
 266                         <filter string="Responsible" icon="terp-personal"
 267                             domain="[]" help="Responsible User"
 268                             context="{'group_by':'user_id'}" />
 269                         <separator orientation="vertical"/>
 270                         <filter string="Stage" icon="terp-stage"
 271                             domain="[]" context="{'group_by':'stage_id'}" />
 272                         <filter string="Type" icon="terp-stock_symbol-selection"
 273                             domain="[]" context="{'group_by':'categ_id'}" />
 274                         <filter string="State"
 275                             icon="terp-stock_effects-object-colorize"
 276                             domain="[]" context="{'group_by':'state'}" />
 277                         <separator orientation="vertical"/>
 278                         <filter string="Claim Date" icon="terp-go-month"
 279                             domain="[]" help="Claim Date"
 280                             context="{'group_by':'date'}" />
 281                         <filter string="Deadline" icon="terp-go-month"
 282                             domain="[]"
 283                             context="{'group_by':'date_deadline'}" />
 284                         <filter string="Closure" icon="terp-go-month"
 285                             domain="[]" help="Date Closed"
 286                             context="{'group_by':'date_closed'}" />
 287                     </group>
 288                 </search>
 289             </field>
 290         </record>
 291
 292         <act_window
 293             context="{'search_default_partner_id': [active_id]}"
 294             id="act_claim_partner"
 295             name="Report a Claim"
 296             view_mode="form,tree"
 297             res_model="crm.claim"
 298             src_model="res.partner"/>
 299
 300
 301         <act_window
 302             domain="[('partner_address_id', '=', active_id)]"
 303             context="{'default_partner_id': partner_id}"
 304             id="act_claim_partner_address"
 305             name="Report a Claim"
 306             view_mode="form,tree"
 307             res_model="crm.claim"
 308             src_model="res.partner.address"/>
 309
 310      </data>
 311 </openerp>