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">[('object_id.model', '=', 'crm.claim')]</field>
  33             <field name="context">{'object_id':'crm.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="section_id"/>
  52                     <field name="date" string="Claim Date"/>
  53                     <field name="date_deadline" string="Deadline"/>
  54                     <field name="date_closed" string="Closure Date"/>
  55                     <field name="categ_id" string="Type" select="1"/>
  56                     <field name="stage_id" invisible="1"/>
  57                     <field name="state"/>
  58                     <button name="case_cancel" string="Cancel"
  59                         states="draft,open,pending" type="object"
  60                         icon="gtk-cancel" />
  61                     <button name="case_open" string="Open"
  62                         states="draft,pending" type="object"
  63                         icon="gtk-go-forward" />
  64                     <button name="case_pending" string="Pending"
  65                         states="draft,open" type="object"
  66                         icon="gtk-media-pause" />
  67                     <button name="case_close" string="Close"
  68                         states="open,draft,pending" type="object"
  69                         icon="gtk-close" />
  70                     <button name="case_reset" string="Reset to Draft"
  71                         states="done,cancel" type="object" icon="gtk-convert" />
  72                 </tree>
  73             </field>
  74         </record>
  75
  76         <record model="ir.ui.view" id="crm_case_claims_form_view">
  77             <field name="name">CRM - Claims Form</field>
  78             <field name="model">crm.claim</field>
  79             <field name="type">form</field>
  80             <field name="arch" type="xml">
  81                 <form string="Claims">
  82
  83                     <group colspan="4" col="4">
  84                         <group colspan="1" col="2">
  85                             <field name="name" />
  86                         </group>
  87                         <group colspan="1" col="2">
  88                             <field name="date" string="Date of Claim"/>
  89                         </group>
  90                         <group colspan="1" col="2">
  91                             <field name="date_deadline" string="Deadline"/><newline/>
  92                         </group>
  93                     </group>
  94                     <group colspan="4" col="4">
  95
  96                         <notebook>
  97                             <page string="Claim Info">
  98                                 <separator colspan="4" string="Communication"/>
  99                                 <group colspan="4" col="4">
 100                                     <field name="partner_id" string="Partner"
 101                                     on_change="onchange_partner_id(partner_id)" />
 102                                     <field name="partner_address_id" string="Contact"
 103                                     on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 104                                     <field name="partner_phone"/>
 105                                     <field name="partner_mobile"/>
 106                                     <field name="email_from"/>
 107                                 </group>
 108                                 <separator colspan="4" string="Status and Categorization"/>
 109                                 <group colspan="4" col="6">
 110                                     <field name="user_id" string="Responsible"/>
 111                                     <field name="section_id" widget="selection"/>
 112                                     <group colspan="2" col="4">
 113                                         <field name="stage_id"
 114                                             on_change="onchange_stage_id(stage_id)"
 115                                             domain="[('object_id.model', '=', 'crm.claim'), ('section_ids', '=', section_id)]" />
 116                                         <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
 117                                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 118                                     </group>
 119                                     <field name="categ_id" select="1" widget="selection"
 120                                     domain="[('object_id.model', '=', 'crm.claim')]" />
 121                                     <field name="type_action" select="1"/>
 122                                     <field name="priority"/>
 123                                 </group>
 124                                 <separator colspan="4" string="References"/>
 125                                 <group colspan="4" col="4">
 126                                     <field name="ref"/>
 127                                     <field name="ref2"/>
 128                                 </group>
 129                                 <separator colspan="4" string="Claim/Action Description"/>
 130                                 <field name="description" colspan="4" nolabel="1"/>
 131                                 <separator colspan="4" string=""/>
 132                                 <group col="8" colspan="4">
 133                                     <field name="state" select="1"/>
 134                                     <button name="case_cancel" string="Cancel"
 135                                     states="draft,open,pending" type="object"
 136                                     icon="gtk-cancel" />
 137                                     <button name="case_open" string="Open"
 138                                     states="draft,pending" type="object"
 139                                     icon="gtk-go-forward" />
 140                                     <button name="case_pending" string="Pending"
 141                                     states="draft,open" type="object"
 142                                     icon="gtk-media-pause" />
 143                                     <button name="case_close" string="Done"
 144                                     states="open,draft,pending" type="object"
 145                                     icon="gtk-jump-to" />
 146                                     <button name="case_reset"
 147                                     string="Reset to Draft" states="done,cancel"
 148                                     type="object" icon="gtk-convert" />
 149                                 </group>
 150                             </page>
 151                             <page string="History" groups="base.group_extended">
 152                                 <group colspan="4">
 153                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 154                                 </group>
 155                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 156                                     <tree string="History">
 157                                         <field name="display_text" string="History Information"/>
 158                                         <button
 159                                             string="Reply"
 160                                             name="%(crm.action_crm_send_mail)d"
 161                                             context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 162                                             icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
 163                                     </tree>
 164                                     <form string="History">
 165                                         <group col="4" colspan="4">
 166                                             <field name="email_from"/>
 167                                             <field name="date"/>
 168                                             <field name="email_to" widget="char" size="512"/>
 169                                             <field name="email_cc" widget="char" size="512"/>
 170                                             <field name="name" colspan="4" widget="char" size="512"/>
 171                                             <field name="history" invisible="1"/>
 172                                         </group>
 173                                         <notebook colspan="4">
 174                                             <page string="Details">
 175                                                 <group attrs="{'invisible': [('history', '!=', True)]}">
 176                                                     <field name="description" colspan="4" nolabel="1" height="250"/>
 177                                                     <button colspan="4"
 178                                                         string="Reply"
 179                                                         name="%(crm.action_crm_send_mail)d"
 180                                                         context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 181                                                         icon="terp-mail-replied" type="action" />
 182                                                 </group>
 183                                                 <group attrs="{'invisible': [('history', '=', True)]}">
 184                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 185                                                 </group>
 186                                             </page>
 187                                             <page string="Attachments">
 188                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 189                                             </page>
 190                                         </notebook>
 191                                     </form>
 192                                 </field>
 193                                 <button string="Add Internal Note"
 194                                     name="%(crm.action_crm_add_note)d"
 195                                     context="{'model': 'crm.lead' }"
 196                                     icon="terp-document-new" type="action" />
 197                                 <button 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="Extra Info" groups="base.group_extended">
 203                                 <field name="id" select="1"/>
 204                                 <field name="active"/>
 205                                 <field name="canal_id"/>
 206                                 <separator colspan="4" string="Dates"/>
 207                                 <field name="create_date"/>
 208                                 <field name="date_closed"/>
 209                             </page>
 210                         </notebook>
 211                     </group>
 212                 </form>
 213             </field>
 214         </record>
 215
 216         <!-- Claim Calendar view -->
 217
 218         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 219             <field name="name">CRM - Claims Calendar</field>
 220             <field name="model">crm.claim</field>
 221             <field name="type">calendar</field>
 222             <field name="priority" eval="2"/>
 223             <field name="arch" type="xml">
 224                 <calendar string="Claims" date_start="date" color="user_id">
 225                     <field name="name"/>
 226                     <field name="partner_name"/>
 227                     <field name="categ_id"/>
 228                 </calendar>
 229             </field>
 230         </record>
 231
 232         <!-- Claim Graph view -->
 233
 234         <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
 235             <field name="name">CRM -Graph</field>
 236             <field name="model">crm.claim</field>
 237             <field name="type">graph</field>
 238             <field name="arch" type="xml">
 239                 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
 240                     <field name="stage_id"/>
 241                     <field name="planned_cost" operator="+"/>
 242                     <field name="planned_revenue" operator="+"/>
 243                 </graph>
 244             </field>
 245         </record>
 246
 247         <!-- Crm claim Search view -->
 248
 249         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 250             <field name="name">CRM - Claims Search</field>
 251             <field name="model">crm.claim</field>
 252             <field name="type">search</field>
 253             <field name="arch" type="xml">
 254                 <search string="Search Claims">
 255                     <filter icon="terp-check" string="Current" name="current"
 256                         domain="[('state','in',('draft', 'open'))]"
 257                         separator="1" help="Draft and Open Claims" default="1"
 258                     />
 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                     <field name="section_id" select="1"
 278                         widget="selection">
 279                         <filter icon="terp-personal+" groups="base.group_extended"
 280                             domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 281                             help="My Sales Team(s)" />
 282                     </field>
 283                     <newline/>
 284                     <group expand="0" string="Group By...">
 285                         <filter string="Partner" icon="terp-partner"
 286                             domain="[]" help="Partner"
 287                             context="{'group_by':'partner_id'}" />
 288                         <filter string="Responsible" icon="terp-personal"
 289                             domain="[]" help="Responsible User"
 290                             context="{'group_by':'user_id'}" />
 291                         <filter string="Sales Team" icon="terp-personal+"
 292                             domain="[]" help="Sales Team"
 293                             context="{'group_by':'section_id'}" />
 294                         <separator orientation="vertical"/>
 295                         <filter string="Stage" icon="terp-stage"
 296                             domain="[]" context="{'group_by':'stage_id'}" />
 297                         <filter string="Type" icon="terp-stock_symbol-selection"
 298                             domain="[]" context="{'group_by':'categ_id'}" />
 299                         <filter string="State"
 300                             icon="terp-stock_effects-object-colorize"
 301                             domain="[]" context="{'group_by':'state'}" />
 302                         <separator orientation="vertical"/>
 303                         <filter string="Claim Date" icon="terp-go-month"
 304                             domain="[]" help="Claim Date"
 305                             context="{'group_by':'date'}" />
 306                         <filter string="Deadline" icon="terp-go-month"
 307                             domain="[]"
 308                             context="{'group_by':'date_deadline'}" />
 309                         <filter string="Closure" icon="terp-go-month"
 310                             domain="[]" help="Date Closed"
 311                             context="{'group_by':'date_closed'}" />
 312                     </group>
 313                 </search>
 314             </field>
 315         </record>
 316
 317         <act_window
 318             context="{'search_default_partner_id': [active_id]}"
 319             id="act_claim_partner"
 320             name="Report a Claim"
 321             view_mode="form,tree"
 322             res_model="crm.claim"
 323             src_model="res.partner"/>
 324
 325
 326         <act_window
 327             domain="[('partner_address_id', '=', active_id)]"
 328             context="{'default_partner_id': partner_id}"
 329             id="act_claim_partner_address"
 330             name="Report a Claim"
 331             view_mode="form,tree"
 332             res_model="crm.claim"
 333             src_model="res.partner.address"/>
 334
 335      </data>
 336 </openerp>