5 <menuitem id="menu_config_claim" name="Claim"
6 groups="base.group_extended"
7 parent="base.menu_base_config" sequence="6" />
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">{'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>
21 <menuitem action="crm_claim_categ_action" name="Categories"
22 id="menu_crm_case_claim-act" parent="menu_config_claim" />
24 <!-- Claim Stage Search view -->
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">
33 <xpath expr="//field[@name='name']" position="before">
34 <filter icon="terp-personal-" name="claim"
35 string="Claim" domain="[('type', '=', 'claim')]" context="{'type' : 'claim'}"/>
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>
53 <menuitem action="crm_claim_stage_act" name="Stages"
54 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
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 < current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline < current_date)">
65 <field name="partner_id"/>
66 <field name="user_id" />
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"/>
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"
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">
98 <group colspan="4" col="6">
100 <field name="user_id"/>
101 <field name="section_id" widget="selection" />
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"/>
109 <field name="priority"/>
110 <field name="date_deadline"/>
112 <group colspan="4" col="4">
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"/>
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')]" />
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"
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" />
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"/>
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"/>
166 <group colspan="2" col="2">
167 <separator colspan="2" string="Root Causes"/>
168 <field name="cause" colspan="2" nolabel="1"/>
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"/>
176 <page string="Communication & History" groups="base.group_extended">
178 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
180 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
181 <tree string="History">
182 <field name="display_text" string="History Information"/>
183 <field name="history" invisible="1"/>
186 name="%(crm.action_crm_send_mail)d"
187 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
188 icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
190 <form string="Communication & History">
191 <group col="4" colspan="4">
192 <field name="email_from"/>
194 <field name="email_to" widget="char" size="512"/>
195 <field name="email_cc" widget="char" size="512"/>
196 <field name="name" colspan="4" widget="char" size="512"/>
197 <field name="history" invisible="1"/>
199 <notebook colspan="4">
200 <page string="Details">
201 <group attrs="{'invisible': [('history', '!=', True)]}">
202 <field name="description" colspan="4" nolabel="1" height="250"/>
205 name="%(crm.action_crm_send_mail)d"
206 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
207 icon="terp-mail-replied" type="action" />
209 <group attrs="{'invisible': [('history', '=', True)]}">
210 <field name="display_text" colspan="4" nolabel="1" height="250"/>
213 <page string="Attachments">
214 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
219 <button string="Add Internal Note"
220 name="%(crm.action_crm_add_note)d"
221 context="{'model': 'crm.lead' }"
222 icon="terp-document-new" type="action" />
223 <button string="Send New Email"
224 name="%(crm.action_crm_send_mail)d"
225 context="{'mail':'new', 'model': 'crm.claim'}"
226 icon="terp-mail-message-new" type="action" />
234 <!-- Claim Calendar view -->
236 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
237 <field name="name">Claims Actions</field>
238 <field name="model">crm.claim</field>
239 <field name="type">calendar</field>
240 <field name="priority" eval="2"/>
241 <field name="arch" type="xml">
242 <calendar string="Claims" date_start="date_action_next" color="user_id">
249 <!-- Crm claim Search view -->
251 <record id="view_crm_case_claims_filter" model="ir.ui.view">
252 <field name="name">CRM - Claims Search</field>
253 <field name="model">crm.claim</field>
254 <field name="type">search</field>
255 <field name="arch" type="xml">
256 <search string="Search Claims">
257 <filter icon="terp-check" string="Current" name="current"
258 domain="[('state','in',('draft', 'open'))]"
259 separator="1" help="Draft and Open Claims" />
260 <filter icon="terp-camera_test"
262 domain="[('state','=','open')]"
263 separator="1" help="In Progress Claims"
265 <filter icon="terp-gtk-media-pause"
267 domain="[('state','=','pending')]"
268 separator="1" help="All pending Claims"
270 <separator orientation="vertical"/>
271 <field name="name" select='1'/>
272 <field name="partner_id" select="1"/>
273 <field name="user_id" select="1" widget="selection">
274 <filter icon="terp-personal-"
275 domain="[('user_id','=', False)]"
276 help="Unassigned Claims" />
279 <group expand="0" string="Group By...">
280 <filter string="Partner" icon="terp-partner"
281 domain="[]" help="Partner"
282 context="{'group_by':'partner_id'}" />
283 <filter string="Responsible" icon="terp-personal"
284 domain="[]" help="Responsible User"
285 context="{'group_by':'user_id'}" />
286 <separator orientation="vertical"/>
287 <filter string="Stage" icon="terp-stage"
288 domain="[]" context="{'group_by':'stage_id'}" />
289 <filter string="Type" icon="terp-stock_symbol-selection"
290 domain="[]" context="{'group_by':'categ_id'}" />
291 <filter string="State"
292 icon="terp-stock_effects-object-colorize"
293 domain="[]" context="{'group_by':'state'}" />
294 <separator orientation="vertical"/>
295 <filter string="Claim Date" icon="terp-go-month"
296 domain="[]" help="Claim Date"
297 context="{'group_by':'date'}" />
298 <filter string="Deadline" icon="terp-go-month"
300 context="{'group_by':'date_deadline'}" />
301 <filter string="Closure" icon="terp-go-month"
302 domain="[]" help="Date Closed"
303 context="{'group_by':'date_closed'}" />
309 <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
310 <field name="name">res.partner.crm.history.inherit1</field>
311 <field name="model">res.partner</field>
312 <field name="type">form</field>
313 <field name="inherit_id" ref="base.view_partner_form"/>
314 <field name="arch" type="xml">
315 <xpath expr="/form/notebook/page[@string='History']" position="attributes">
316 <attribute name="invisible">False</attribute>
320 <record id="view_claim_partner_info_form1" model="ir.ui.view">
321 <field name="name">res.partner.claim.info.form</field>
322 <field name="model">res.partner</field>
323 <field name="type">form</field>
324 <field name="inherit_id" ref="base.view_partner_form"/>
325 <field name="priority">20</field>
326 <field name="arch" type="xml">
328 <xpath expr="/form/notebook/page[@string='History']" position="inside">
329 <field name="claims_ids" colspan="4" nolabel="1">
330 <tree string="Partners Claim" editable="bottom">
340 context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
341 id="act_claim_partner"
343 view_mode="tree,form"
344 res_model="crm.claim"
345 src_model="res.partner"/>
349 domain="[('partner_address_id', '=', active_id)]"
350 context="{'default_partner_id': partner_id}"
351 id="act_claim_partner_address"
353 view_mode="tree,form"
354 res_model="crm.claim"
355 src_model="res.partner.address"/>