5 <menuitem id="menu_config_claim" name="Claim"
6 groups="base.group_no_one"
7 parent="base.menu_base_config" sequence="55"/>
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" eval="{'object_id': ref('model_crm_claim')}"/>
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" groups="base.group_no_one"/>
26 <record id="crm_claim_stage_tree" model="ir.ui.view">
27 <field name="name">crm.claim.stage.tree</field>
28 <field name="model">crm.claim.stage</field>
29 <field name="type">tree</field>
30 <field name="arch" type="xml">
31 <tree string="Claim Stages">
32 <field name="sequence"/>
39 <record id="crm_claim_stage_form" model="ir.ui.view">
40 <field name="name">crm.claim.stage.form</field>
41 <field name="model">crm.claim.stage</field>
42 <field name="type">form</field>
43 <field name="arch" type="xml">
44 <form string="Claim Stage">
46 <field name="case_default"/>
47 <field name="sequence"/>
49 <field name="case_refused"/>
55 <record id="crm_claim_stage_act" model="ir.actions.act_window">
56 <field name="name">Claim Stages</field>
57 <field name="res_model">crm.claim.stage</field>
58 <field name="view_type">form</field>
59 <field name="view_id" ref="crm_claim_stage_tree"/>
60 <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>
65 <record model="ir.ui.view" id="crm_case_claims_tree_view">
66 <field name="name">CRM - Claims Tree</field>
67 <field name="model">crm.claim</field>
68 <field name="type">tree</field>
69 <field name="arch" type="xml">
70 <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)">
72 <field name="partner_id"/>
73 <field name="user_id"/>
75 <field name="stage_id"/>
76 <field name="date_action_next"/>
77 <field name="action_next"/>
78 <field name="categ_id" string="Type"/>
79 <field name="date_deadline" invisible="1"/>
80 <field name="date_closed" invisible="1"/>
81 <field name="state" groups="base.group_no_one"/>
86 <record model="ir.ui.view" id="crm_case_claims_form_view">
87 <field name="name">CRM - Claims Form</field>
88 <field name="model">crm.claim</field>
89 <field name="type">form</field>
90 <field name="arch" type="xml">
93 <span groups="base.group_user">
94 <button name="case_open" string="Open" type="object" class="oe_highlight"
95 states="draft,pending" />
96 <button name="case_close" string="Done" type="object" class="oe_highlight"
97 states="open,pending"/>
98 <button name="case_refuse" string="Refuse" type="object" class="oe_highlight"
99 states="draft,open,pending"/>
100 <button name="stage_previous" string="Previous Stage" type="object"
101 states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
102 <button name="stage_next" string="Next Stage" type="object"
103 states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
104 <button name="case_reset" string="Reset to Draft" type="object"
105 states="cancel,done"/>
106 <button name="case_cancel" string="Cancel" type="object"
107 states="draft,open,pending"/>
109 <field name="stage_id" widget="statusbar"
110 on_change="onchange_stage_id(stage_id)"/>
112 <sheet string="Claims">
117 <group colspan="4" col="6">
118 <field name="user_id"/>
119 <field name="section_id" widget="selection"/>
120 <field name="state" groups="base.group_no_one"/>
122 <field name="priority" groups="base.group_user"/>
123 <field name="date_deadline"/>
125 <group colspan="4" col="4">
127 <page string="Claim Description">
128 <group colspan="2" col="2" groups="base.group_user">
129 <separator colspan="2" string="Claim Reporter"/>
130 <field name="partner_id" string="Partner"
131 on_change="onchange_partner_id(partner_id)"/>
132 <field name="partner_phone"/>
133 <field name="email_from" widget="email"/>
135 <group colspan="2" col="2">
136 <separator colspan="2" string="Responsibilities"/>
137 <field name="user_fault"/>
138 <field name="categ_id" widget="selection"
139 domain="[('object_id.model', '=', 'crm.claim')]"/>
142 <separator colspan="4" string="Claim/Action Description"/>
143 <field name="description" colspan="4" nolabel="1"/>
145 <page string="Follow Up">
146 <group colspan="2" col="2">
147 <separator colspan="2" string="Actions"/>
148 <field name="date_action_next"/>
149 <field name="action_next"/>
151 <group colspan="2" col="2" groups="base.group_no_one">
152 <separator colspan="2" string="Dates"/>
153 <field name="create_date"/>
154 <field name="date_closed"/>
155 <field name="write_date"/>
158 <group colspan="2" col="2">
159 <separator colspan="2" string="Root Causes"/>
160 <field name="cause" colspan="2" nolabel="1"/>
162 <group colspan="2" col="2">
163 <separator colspan="2" string="Resolution Actions"/>
164 <field name="type_action"/>
165 <field name="resolution" colspan="2" nolabel="1"/>
171 <div class="oe_chatter">
172 <field name="message_ids" colspan="4" widget="mail_thread" nolabel="1"/>
178 <!-- Claim Calendar view -->
180 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
181 <field name="name">Claims Actions</field>
182 <field name="model">crm.claim</field>
183 <field name="type">calendar</field>
184 <field name="priority" eval="2"/>
185 <field name="arch" type="xml">
186 <calendar string="Claims" date_start="date_action_next" color="user_id">
193 <!-- Crm claim Search view -->
195 <record id="view_crm_case_claims_filter" model="ir.ui.view">
196 <field name="name">CRM - Claims Search</field>
197 <field name="model">crm.claim</field>
198 <field name="type">search</field>
199 <field name="arch" type="xml">
200 <search string="Search Claims">
201 <field name="name" string="Claims"/>
202 <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Claims"/>
203 <filter icon="terp-camera_test" string="In Progress" domain="[('state','=','open')]" help="In Progress Claims"/>
204 <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
206 <filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
207 <field name="partner_id"/>
208 <field name="user_id"/>
209 <group expand="0" string="Group By...">
210 <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
211 <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
212 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
213 <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
214 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
215 <filter string="Claim Date" icon="terp-go-month" domain="[]" help="Claim Date" context="{'group_by':'date'}"/>
216 <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
217 <filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
223 <record id="view_claim_partner_info_form1" model="ir.ui.view">
224 <field name="name">res.partner.claim.info.form</field>
225 <field name="model">res.partner</field>
226 <field name="type">form</field>
227 <field name="inherit_id" ref="base.view_partner_form"/>
228 <field name="priority">20</field>
229 <field name="arch" type="xml">
230 <xpath expr="//page[@name='page_history']" position="attributes">
231 <attribute name="invisible">False</attribute>
233 <xpath expr="//page[@name='page_history']" position="inside">
234 <group name="grp_claim" string="Claim">
235 <field name="claims_ids" colspan="4" nolabel="1">
236 <tree string="Partners Claim" editable="bottom">
246 context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
247 id="act_claim_partner"
249 view_mode="tree,form"
250 res_model="crm.claim"
251 src_model="res.partner"/>