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" type="html">
19 <p class="oe_view_nocontent_create">
20 Click to create a claim category.
22 Create claim categories to better manage and classify your
23 claims. Some example of claims can be: preventive action,
29 <menuitem action="crm_claim_categ_action" name="Categories"
30 id="menu_crm_case_claim-act" parent="menu_config_claim" groups="base.group_no_one"/>
34 <record id="crm_claim_stage_tree" model="ir.ui.view">
35 <field name="name">crm.claim.stage.tree</field>
36 <field name="model">crm.claim.stage</field>
37 <field name="arch" type="xml">
38 <tree string="Claim Stages">
39 <field name="sequence"/>
46 <record id="crm_claim_stage_form" model="ir.ui.view">
47 <field name="name">crm.claim.stage.form</field>
48 <field name="model">crm.claim.stage</field>
49 <field name="arch" type="xml">
50 <form string="Claim Stage">
52 <field name="case_default"/>
53 <field name="sequence"/>
55 <field name="case_refused"/>
61 <record id="crm_claim_stage_act" model="ir.actions.act_window">
62 <field name="name">Claim Stages</field>
63 <field name="res_model">crm.claim.stage</field>
64 <field name="view_type">form</field>
65 <field name="view_id" ref="crm_claim_stage_tree"/>
66 <field name="help" type="html">
67 <p class="oe_view_nocontent_create">
68 Click to setup a new stage in the processing of the claims.
70 You can create claim stages to categorize the status of every
71 claim entered in the system. The stages define all the steps
72 required for the resolution of a claim.
79 <record model="ir.ui.view" id="crm_case_claims_tree_view">
80 <field name="name">CRM - Claims Tree</field>
81 <field name="model">crm.claim</field>
82 <field name="arch" type="xml">
83 <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)">
85 <field name="partner_id"/>
86 <field name="user_id"/>
88 <field name="stage_id"/>
89 <field name="date_action_next"/>
90 <field name="action_next"/>
91 <field name="categ_id" string="Type"/>
92 <field name="date_deadline" invisible="1"/>
93 <field name="date_closed" invisible="1"/>
94 <field name="state" groups="base.group_no_one"/>
99 <record model="ir.ui.view" id="crm_case_claims_form_view">
100 <field name="name">CRM - Claims Form</field>
101 <field name="model">crm.claim</field>
102 <field name="arch" type="xml">
103 <form string="Claim" version="7.0">
105 <button name="case_close" string="Settle" type="object" class="oe_highlight"
106 states="draft,open,pending" groups="base.group_user"/>
107 <button name="case_cancel" string="Reject" type="object" groups="base.group_user"
108 states="draft,open,pending"/>
109 <field name="stage_id" widget="statusbar" clickable="True"/>
111 <sheet string="Claims">
116 <group colspan="4" col="4" groups="base.group_user">
117 <field name="user_id"/>
118 <field name="priority"/>
119 <field name="section_id"/>
120 <field name="date_deadline"/>
121 <field name="state" groups="base.group_no_one"/>
123 <group colspan="4" col="4">
125 <page string="Claim Description">
126 <group colspan="2" col="2" groups="base.group_user">
127 <separator colspan="2" string="Claim Reporter"/>
128 <field name="partner_id" string="Partner"
129 on_change="onchange_partner_id(partner_id)"/>
130 <field name="partner_phone"/>
131 <field name="email_from" widget="email"/>
133 <group colspan="2" col="2" groups="base.group_user">
134 <separator colspan="2" string="Responsibilities"/>
135 <field name="user_fault"/>
136 <field name="categ_id" widget="selection"
137 domain="[('object_id.model', '=', 'crm.claim')]"/>
140 <separator colspan="4" string="Claim/Action Description" groups="base.group_user"/>
141 <field name="description" colspan="4" nolabel="1"/>
143 <page string="Follow Up" groups="base.group_user">
144 <group colspan="2" col="2">
145 <separator colspan="2" string="Actions"/>
146 <field name="date_action_next"/>
147 <field name="action_next"/>
149 <group colspan="2" col="2" groups="base.group_no_one">
150 <separator colspan="2" string="Dates"/>
151 <field name="create_date"/>
152 <field name="date_closed"/>
153 <field name="write_date"/>
156 <group colspan="2" col="2">
157 <separator colspan="2" string="Root Causes"/>
158 <field name="cause" colspan="2" nolabel="1"/>
160 <group colspan="2" col="2">
161 <separator colspan="2" string="Resolution Actions"/>
162 <field name="type_action"/>
163 <field name="resolution" colspan="2" nolabel="1"/>
169 <div class="oe_chatter">
170 <field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
171 <field name="message_ids" widget="mail_thread" placeholder="Share a note..."/>
177 <!-- Claim Calendar view -->
179 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
180 <field name="name">Claims Actions</field>
181 <field name="model">crm.claim</field>
182 <field name="priority" eval="2"/>
183 <field name="arch" type="xml">
184 <calendar string="Claims" date_start="date_action_next" color="user_id">
191 <!-- Crm claim Search view -->
193 <record id="view_crm_case_claims_filter" model="ir.ui.view">
194 <field name="name">CRM - Claims Search</field>
195 <field name="model">crm.claim</field>
196 <field name="arch" type="xml">
197 <search string="Search Claims">
198 <field name="name" string="Claims"/>
199 <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Claims"/>
200 <filter icon="terp-camera_test" string="In Progress" domain="[('state','=','open')]" help="In Progress Claims"/>
201 <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
203 <filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
204 <field name="partner_id"/>
205 <field name="user_id"/>
206 <group expand="0" string="Group By...">
207 <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
208 <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
209 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
210 <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
211 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
212 <filter string="Claim Date" icon="terp-go-month" domain="[]" help="Claim Date" context="{'group_by':'date'}"/>
213 <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
214 <filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
220 <record id="view_claim_partner_info_form1" model="ir.ui.view">
221 <field name="name">res.partner.claim.info.form</field>
222 <field name="model">res.partner</field>
223 <field name="inherit_id" ref="base.view_partner_form"/>
224 <field name="priority">20</field>
225 <field name="arch" type="xml">
226 <xpath expr="//page[@name='page_history']" position="attributes">
227 <attribute name="invisible">False</attribute>
229 <xpath expr="//page[@name='page_history']" position="inside">
230 <group name="grp_claim" string="Claims">
231 <field name="claims_ids" colspan="4" nolabel="1">
232 <tree string="Partners Claim" editable="bottom">
242 context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
243 id="act_claim_partner"
245 view_mode="tree,form"
246 res_model="crm.claim"
247 src_model="res.partner"/>