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         </record>
  19
  20         <menuitem action="crm_claim_categ_action" name="Categories"
  21             id="menu_crm_case_claim-act" parent="menu_config_claim" />
  22
  23
  24         <!-- Claim Stages -->
  25
  26         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  27             <field name="name">Claim Stages</field>
  28             <field name="res_model">crm.case.stage</field>
  29             <field name="view_type">form</field>
  30             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  31             <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  32             <field name="context">{'object_id':'crm.claim'}</field>
  33         </record>
  34
  35          <menuitem action="crm_claim_stage_act" name="Stages"
  36                 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
  37
  38         <!-- Claim Resource Type -->
  39
  40         <record id="crm_claim_resource_act" model="ir.actions.act_window">
  41             <field name="name">Claim Resource Type</field>
  42             <field name="res_model">crm.case.resource.type</field>
  43             <field name="view_type">form</field>
  44             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  46             <field name="context">{'object_id':'crm.claim'}</field>
  47         </record>
  48
  49          <menuitem action="crm_claim_resource_act" name="Resource Type"
  50                 id="menu_crm_claim_stage_act"
  51                 parent="menu_config_claim" />
  52
  53         <!-- Claims    -->
  54
  55         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  56             <field name="name">CRM - Claims Tree</field>
  57             <field name="model">crm.claim</field>
  58             <field name="type">tree</field>
  59             <field name="arch" type="xml">
  60                 <tree string="Claims" colors="blue:state=='pending';black:state=='open';grey:state in ('close', 'cancel')">
  61                     <field name="name"/>
  62                     <field name="partner_id"/>
  63                     <field name="user_id" />
  64                     <field name="section_id"/>
  65                     <field name="date" string="Claim Date"/>
  66                     <field name="date_deadline" string="Deadline"/>
  67                     <field name="date_closed" string="Closure Date"/>
  68                     <field name="categ_id" string="Type" select="1"/>
  69                     <field name="stage_id" invisible="1"/>
  70                     <field name="som" invisible="1"/>
  71                     <field name="state"/>
  72                     <button name="case_open" string="Open"
  73                         states="draft,pending" type="object"
  74                         icon="gtk-go-forward" />
  75                     <button name="case_pending" string="Pending"
  76                         states="draft,open" type="object"
  77                         icon="gtk-media-pause" />
  78                     <button name="case_close" string="Close"
  79                         states="open,draft,pending" type="object"
  80                         icon="gtk-close" />
  81                     <button name="case_cancel" string="Cancel"
  82                         states="draft,open,pending" type="object"
  83                         icon="gtk-cancel" />
  84                     <button name="case_reset" string="Reset to Draft"
  85                         states="done,cancel" type="object" icon="gtk-convert" />
  86                 </tree>
  87             </field>
  88         </record>
  89
  90         <record model="ir.ui.view" id="crm_case_claims_form_view">
  91             <field name="name">CRM - Claims Form</field>
  92             <field name="model">crm.claim</field>
  93             <field name="type">form</field>
  94             <field name="arch" type="xml">
  95                 <form string="Claims">
  96
  97                     <group colspan="4" col="4">
  98                         <group colspan="1" col="2">
  99                             <field name="name" />
 100                         </group>
 101                         <group colspan="1" col="2">
 102                             <field name="date" string="Date of Claim"/>
 103                         </group>
 104                         <group colspan="1" col="2">
 105                             <field name="date_deadline" string="Deadline"/><newline/>
 106                         </group>
 107                     </group>
 108                     <group colspan="4" col="4">
 109
 110                         <notebook>
 111                             <page string="Claim Info">
 112                                 <separator colspan="4" string="Communication"/>
 113                                 <group colspan="4" col="4">
 114                                     <field name="partner_id" string="Partner"
 115                                     on_change="onchange_partner_id(partner_id)" />
 116                                     <field name="partner_address_id" string="Contact"
 117                                     on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 118                                     <field name="partner_phone"/>
 119                                     <field name="partner_mobile"/>
 120                                     <field name="email_from"/>
 121                                 </group>
 122                                 <separator colspan="4" string="Status and Categorization"/>
 123                                 <group colspan="4" col="6">
 124                                     <field name="user_id" string="Responsible"/>
 125                                     <field name="section_id" widget="selection"/>
 126                                     <label string="Stage: " align="1.0"/>
 127                                     <group colspan="1" col="3">
 128                                         <field name="stage_id" select="1" nolabel="1"/>
 129                                         <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
 130                                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 131                                     </group>
 132                                     <field name="categ_id" select="1" widget="selection"
 133                                     domain="[('object_id.model', '=', 'crm.claim')]" />
 134                                     <field name="type_id" string="Type of Action" select="1"
 135                                     domain="[('object_id.model', '=', 'crm.claim')]" />
 136                                     <field name="priority"/>
 137                                 </group>
 138                                 <separator colspan="4" string="References"/>
 139                                 <group colspan="4" col="4">
 140                                     <field name="ref"/>
 141                                     <field name="ref2"/>
 142                                 </group>
 143                                 <separator colspan="4" string="Claim/Action Description"/>
 144                                 <field name="description" colspan="4" nolabel="1"/>
 145                                 <separator colspan="4" string=""/>
 146                                 <group col="8" colspan="4">
 147                                     <field name="state" select="1"/>
 148                                     <button name="case_open" string="Open"
 149                                     states="draft,pending" type="object"
 150                                     icon="gtk-go-forward" />
 151                                     <button name="case_pending" string="Pending"
 152                                     states="draft,open" type="object"
 153                                     icon="gtk-media-pause" />
 154                                     <button name="case_close" string="Done"
 155                                     states="open,draft,pending" type="object"
 156                                     icon="gtk-jump-to" />
 157                                     <button name="case_cancel" string="Cancel"
 158                                     states="draft,open,pending" type="object"
 159                                     icon="gtk-cancel" />
 160                                     <button name="case_reset"
 161                                     string="Reset to Draft" states="done,cancel"
 162                                     type="object" icon="gtk-convert" />
 163                                 </group>
 164                             </page>
 165                             <page string="Emails" groups="base.group_extended">
 166                                 <group colspan="4">
 167                                     <field colspan="4" name="email_cc" string="CC"/>
 168                                 </group>
 169                                 <field name="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
 170                                     <form string="Communication history">
 171                                         <group col="6" colspan="4">
 172                                             <field name="date"/>
 173                                             <field name="email_to"/>
 174                                             <field name="email_from"/>
 175                                         </group>
 176                                         <notebook colspan="4">
 177                                             <page string="Details">
 178                                                 <field name="description" colspan="4" nolabel="1"/>
 179                                             </page>
 180                                             <page string="Attachments">
 181                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 182                                             </page>
 183                                         </notebook>
 184                                         <button colspan="4"
 185                                         string="Reply to Last Email"
 186                                         name="%(crm.action_crm_send_mail)d"
 187                                         context="{'mail':'reply', 'model': 'crm.lead'}"
 188                                         icon="terp-mail-replied" type="action" />
 189                                     </form>
 190                                     <tree string="Communication history">
 191                                         <field name="date"/>
 192                                         <field name="email_from" />
 193                                         <field name="email_to"/>
 194                                         <field name="description"/>
 195                                     </tree>
 196                                 </field>
 197                                 <button colspan="4" string="Send New Email"
 198                                 name="%(crm.action_crm_send_mail)d"
 199                                 context="{'mail':'new', 'model': 'crm.claim'}"
 200                                 icon="terp-mail-message-new" type="action" />
 201                             </page>
 202                             <page string="History" groups="base.group_extended">
 203                                 <field name="id" select="1"/>
 204                                 <field name="active"/>
 205                                 <field name="canal_id"/>
 206                                 <field name="som"/>
 207                                 <separator colspan="4" string="Dates"/>
 208                                 <field name="create_date"/>
 209                                 <field name="date_closed"/>
 210                                 <field name="log_ids" nolabel="1" colspan="4">
 211                                     <tree string="Logs">
 212                                         <field name="name" colspan="4"/>
 213                                         <field name="date"/>
 214                                         <field name="user_id"/>
 215                                     </tree>
 216                                     <form string="Logs">
 217                                         <separator string="Action Information" colspan="4"/>
 218                                         <field name="name" colspan="4"/>
 219                                         <field name="date"/>
 220                                         <field name="user_id"/>
 221                                     </form>
 222                                 </field>
 223                             </page>
 224                         </notebook>
 225                     </group>
 226                 </form>
 227             </field>
 228         </record>
 229
 230         <!-- Claim Calendar view -->
 231
 232         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 233             <field name="name">CRM - Claims Calendar</field>
 234             <field name="model">crm.claim</field>
 235             <field name="type">calendar</field>
 236             <field name="priority" eval="2"/>
 237             <field name="arch" type="xml">
 238                 <calendar string="Claims" date_start="date" color="user_id">
 239                     <field name="name"/>
 240                     <field name="partner_name"/>
 241                     <field name="categ_id"/>
 242                 </calendar>
 243             </field>
 244         </record>
 245
 246         <!-- Claim Graph view -->
 247
 248         <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
 249             <field name="name">CRM -Graph</field>
 250             <field name="model">crm.claim</field>
 251             <field name="type">graph</field>
 252             <field name="arch" type="xml">
 253                 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
 254                     <field name="stage_id"/>
 255                     <field name="planned_cost" operator="+"/>
 256                     <field name="planned_revenue" operator="+"/>
 257                 </graph>
 258             </field>
 259         </record>
 260
 261         <!-- Crm claim Search view -->
 262
 263         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 264             <field name="name">CRM - Claims Search</field>
 265             <field name="model">crm.claim</field>
 266             <field name="type">search</field>
 267             <field name="arch" type="xml">
 268                 <search string="Search Claims">
 269                    <filter icon="terp-check" string="Current" name="current"
 270                        domain="[('state','in',('draft', 'open'))]"
 271                        separator="1" help="Current Claims" default="1"
 272                    />
 273                    <filter icon="terp-camera_test"
 274                        string="In Progress"
 275                        domain="[('state','=','open')]"
 276                        separator="1" help="In Progress Claims"
 277                    />
 278                    <filter icon="terp-gtk-media-pause"
 279                        string="Pending"
 280                        domain="[('state','=','pending')]"
 281                        separator="1" help="All pending Claims"
 282                    />
 283                    <separator orientation="vertical"/>
 284                    <field name="name" select='1'/>
 285                    <field name="partner_id" select="1"/>
 286                    <field name="user_id" select="1" widget="selection">
 287                            <filter icon="terp-personal-"
 288                                domain="[('user_id','=', False)]"
 289                                help="Unassigned Claims" />
 290                    </field>
 291                    <field name="section_id" select="1"
 292                        widget="selection"/>
 293                    <newline/>
 294                    <group expand="0" string="Group By...">
 295                         <filter string="Partner" icon="terp-partner"
 296                            domain="[]" help="Partner"
 297                            context="{'group_by':'partner_id'}" />
 298                         <filter string="Responsible" icon="terp-personal"
 299                            domain="[]" help="Responsible User"
 300                            context="{'group_by':'user_id'}" />
 301                         <filter string="Sales Team" icon="terp-personal+"
 302                            domain="[]" help="Sales Team"
 303                            context="{'group_by':'section_id'}" />
 304                         <separator orientation="vertical"/>
 305                         <filter string="Stage" icon="terp-stage"
 306                             domain="[]" context="{'group_by':'stage_id'}" />
 307                         <filter string="Type" icon="terp-stock_symbol-selection"
 308                             domain="[]" context="{'group_by':'categ_id'}" />
 309                        <filter string="State"
 310                             icon="terp-stock_effects-object-colorize"
 311                             domain="[]" context="{'group_by':'state'}" />
 312                         <separator orientation="vertical"/>
 313                         <filter string="Claim Date" icon="terp-go-month"
 314                            domain="[]" help="Claim Date"
 315                            context="{'group_by':'date'}" />
 316                        <filter string="Deadline" icon="terp-go-month"
 317                            domain="[]"
 318                            context="{'group_by':'date_deadline'}" />
 319                        <filter string="Closure" icon="terp-go-month"
 320                            domain="[]" help="Date Closed"
 321                            context="{'group_by':'date_closed'}" />
 322                        <separator orientation="vertical"/>
 323                         <filter string="State of Mind"
 324                             icon="terp-face-plain"
 325                             domain="[]" context="{'group_by':'som'}" />
 326                    </group>
 327                </search>
 328            </field>
 329         </record>
 330
 331         <act_window
 332             domain="[('partner_id', '=', active_id)]"
 333             context="{'default_partner_id': active_id}"
 334             id="act_claim_partner"
 335             name="Report a Claim"
 336             res_model="crm.claim"
 337             src_model="res.partner"/>
 338
 339
 340         <act_window
 341             domain="[('partner_address_id', '=', active_id)]"
 342             context="{'default_partner_address_id': active_id}"
 343             id="act_claim_partner_address"
 344             name="Report a Claim"
 345             res_model="crm.claim"
 346             src_model="res.partner.address"/>
 347
 348      </data>
 349 </openerp>