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         <!-- 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="context">{'search_default_claim':1}</field>
  32             <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>
  33         </record>
  34
  35         <!-- Claims    -->
  36
  37         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  38             <field name="name">CRM - Claims Tree</field>
  39             <field name="model">crm.claim</field>
  40             <field name="type">tree</field>
  41             <field name="arch" type="xml">
  42                 <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)">
  43                     <field name="name"/>
  44                     <field name="partner_id"/>
  45                     <field name="user_id" />
  46                     <field name="date"/>
  47                     <field name="date_action_next"/>
  48                     <field name="action_next"/>
  49                     <field name="categ_id" string="Type" select="1"/>
  50                     <field name="stage_id" invisible="1"/>
  51                     <field name="date_deadline" invisible="1"/>
  52                     <field name="date_closed" invisible="1"/>
  53                     <field name="state"/>
  54                     <button name="case_open" string="Open"
  55                         states="draft,pending" type="object"
  56                         icon="gtk-go-forward" />
  57                     <button name="case_close" string="Close"
  58                         states="open,draft,pending" type="object"
  59                         icon="gtk-close" />
  60                 </tree>
  61             </field>
  62         </record>
  63
  64         <record model="ir.ui.view" id="crm_case_claims_form_view">
  65             <field name="name">CRM - Claims Form</field>
  66             <field name="model">crm.claim</field>
  67             <field name="type">form</field>
  68             <field name="arch" type="xml">
  69                 <form string="Claims">
  70                     <group>
  71                         <field name="name" />
  72                         <field name="date"/>
  73                     </group>
  74                     <group colspan="4" col="6">
  75                         <field name="user_id"/>
  76                         <field name="section_id" widget="selection" />
  77                         <group colspan="2" col="4">
  78                             <field name="stage_id" domain="[('section_ids','=',section_id)]"/>
  79                             <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
  80                             <button name="stage_next" string="" type="object" icon="gtk-go-forward" />
  81                         </group>
  82                         <newline />
  83                         <field name="priority"/>
  84                         <field name="date_deadline"/>
  85                     </group>
  86                     <group colspan="4" col="4">
  87                         <notebook>
  88                             <page string="Claim Description">
  89                                 <group colspan="2" col="2">
  90                                     <separator colspan="2" string="Claim Reporter"/>
  91                                     <field name="partner_id" string="Partner"
  92                                         on_change="onchange_partner_id(partner_id)" />
  93                                     <field name="partner_address_id" string="Contact"
  94                                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
  95                                     <field name="partner_phone"/>
  96                                     <field name="email_from"/>
  97                                 </group>
  98                                 <group colspan="2" col="2">
  99                                     <separator colspan="2" string="Responsibilities"/>
 100                                     <field name="user_fault"/>
 101                                     <field name="categ_id" widget="selection"
 102                                         domain="[('object_id.model', '=', 'crm.claim')]" />
 103                                     <field name="ref"/>
 104                                 </group>
 105                                 <separator colspan="4" string="Claim/Action Description"/>
 106                                 <field name="description" colspan="4" nolabel="1"/>
 107                                 <separator colspan="4" string=""/>
 108                                 <group col="8" colspan="4">
 109                                     <field name="state" select="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 110                                     <button name="case_cancel" string="Cancel"
 111                                         states="draft,open,pending" type="object"
 112                                         icon="gtk-cancel" />
 113                                     <button name="case_pending" string="Pending"
 114                                         states="draft,open" type="object"
 115                                         icon="gtk-media-pause" />
 116                                     <button name="case_open" string="Open"
 117                                         states="draft,pending" type="object"
 118                                         icon="gtk-go-forward" />
 119                                     <button name="case_close" string="Done"
 120                                         states="open,pending" type="object"
 121                                         icon="gtk-jump-to" />
 122                                     <button name="case_reset"
 123                                         string="Reset to Draft" states="done,cancel"
 124                                         type="object" icon="gtk-convert" />
 125                                 </group>
 126                             </page>
 127                             <page string="Follow Up">
 128                                 <group colspan="2" col="2">
 129                                     <separator colspan="2" string="Actions"/>
 130                                     <field name="date_action_next"/>
 131                                     <field name="action_next"/>
 132                                 </group>
 133                                 <group colspan="2" col="2">
 134                                     <separator colspan="2" string="Dates"/>
 135                                     <field name="create_date"/>
 136                                     <field name="date_closed"/>
 137                                     <field name="write_date"/>
 138                                 </group>
 139
 140                                 <group colspan="2" col="2">
 141                                     <separator colspan="2" string="Root Causes"/>
 142                                     <field name="cause" colspan="2" nolabel="1"/>
 143                                 </group>
 144                                 <group colspan="2" col="2">
 145                                     <separator colspan="2" string="Resolution Actions"/>
 146                                     <field name="type_action"/>
 147                                     <field name="resolution" colspan="2" nolabel="1"/>
 148                                 </group>
 149                             </page>
 150                             <page string="Communication &amp; History" groups="base.group_extended">
 151                                 <group colspan="4">
 152                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 153                                 </group>
 154                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
 155                                     <tree string="History">
 156                                         <field name="display_text" string="History Information"/>
 157                                         <field name="email_from" invisible="1"/>
 158                                         <button
 159                                             string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 160                                             name="%(mail.action_email_compose_message_wizard)d"
 161                                             context="{'mail.compose.message.mode':'reply'}"
 162                                             icon="terp-mail-replied" type="action" />
 163                                     </tree>
 164                                     <form string="Communication &amp; 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="subject" colspan="4" widget="char" size="512"/>
 171                                         </group>
 172                                         <notebook colspan="4">
 173                                             <page string="Details">
 174                                                 <group attrs="{'invisible': [('email_from', '=', False)]}">
 175                                                     <field name="body_text" colspan="4" nolabel="1" height="250"/>
 176                                                     <button colspan="4" string="Reply"
 177                                                         name="%(mail.action_email_compose_message_wizard)d"
 178                                                         context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 179                                                         icon="terp-mail-replied" type="action"/>
 180                                                 </group>
 181                                                 <group attrs="{'invisible': [('email_from', '!=', False)]}">
 182                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 183                                                 </group>
 184                                             </page>
 185                                             <page string="Attachments">
 186                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 187                                             </page>
 188                                         </notebook>
 189                                     </form>
 190                                 </field>
 191                                 <button string="Add Internal Note"
 192                                     name="%(crm.action_crm_add_note)d"
 193                                     context="{'model': 'crm.lead' }"
 194                                     icon="terp-document-new" type="action" />
 195                                 <button string="Send New Email"
 196                                     name="%(mail.action_email_compose_message_wizard)d"
 197                                     icon="terp-mail-message-new" type="action"/>
 198                             </page>
 199                         </notebook>
 200                     </group>
 201                 </form>
 202             </field>
 203         </record>
 204
 205         <!-- Claim Calendar view -->
 206
 207         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 208             <field name="name">Claims Actions</field>
 209             <field name="model">crm.claim</field>
 210             <field name="type">calendar</field>
 211             <field name="priority" eval="2"/>
 212             <field name="arch" type="xml">
 213                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 214                     <field name="name"/>
 215                 </calendar>
 216             </field>
 217         </record>
 218
 219
 220         <!-- Crm claim Search view -->
 221
 222         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 223             <field name="name">CRM - Claims Search</field>
 224             <field name="model">crm.claim</field>
 225             <field name="type">search</field>
 226             <field name="arch" type="xml">
 227                 <search string="Search Claims">
 228                     <filter icon="terp-check" string="New" name="current"
 229                         domain="[('state','=','draft')]"
 230                         help="New Claims" />
 231                     <filter icon="terp-camera_test"
 232                         string="In Progress"
 233                         domain="[('state','=','open')]"
 234                         help="In Progress Claims"
 235                     />
 236                     <filter icon="terp-gtk-media-pause"
 237                         string="Pending"
 238                         domain="[('state','=','pending')]"
 239                         help="All pending Claims"
 240                     />
 241                     <separator orientation="vertical"/>
 242                     <field name="name"/>
 243                     <field name="partner_id"/>
 244                     <field name="user_id" widget="selection">
 245                             <filter icon="terp-personal-"
 246                                 domain="[('user_id','=', False)]"
 247                                 help="Unassigned Claims" />
 248                     </field>
 249                     <newline/>
 250                     <group expand="0" string="Group By...">
 251                         <filter string="Partner" icon="terp-partner"
 252                             domain="[]" help="Partner"
 253                             context="{'group_by':'partner_id'}" />
 254                         <filter string="Responsible" icon="terp-personal"
 255                             domain="[]" help="Responsible User"
 256                             context="{'group_by':'user_id'}" />
 257                         <separator orientation="vertical"/>
 258                         <filter string="Stage" icon="terp-stage"
 259                             domain="[]" context="{'group_by':'stage_id'}" />
 260                         <filter string="Type" icon="terp-stock_symbol-selection"
 261                             domain="[]" context="{'group_by':'categ_id'}" />
 262                         <filter string="State"
 263                             icon="terp-stock_effects-object-colorize"
 264                             domain="[]" context="{'group_by':'state'}" />
 265                         <separator orientation="vertical"/>
 266                         <filter string="Claim Date" icon="terp-go-month"
 267                             domain="[]" help="Claim Date"
 268                             context="{'group_by':'date'}" />
 269                         <filter string="Deadline" icon="terp-go-month"
 270                             domain="[]"
 271                             context="{'group_by':'date_deadline'}" />
 272                         <filter string="Closure" icon="terp-go-month"
 273                             domain="[]" help="Date Closed"
 274                             context="{'group_by':'date_closed'}" />
 275                     </group>
 276                 </search>
 277             </field>
 278         </record>
 279
 280         <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
 281             <field name="name">res.partner.crm.history.inherit1</field>
 282             <field name="model">res.partner</field>
 283             <field name="type">form</field>
 284             <field name="inherit_id" ref="base.view_partner_form"/>
 285             <field name="arch" type="xml">
 286                 <xpath expr="/form/notebook/page[@string='History']" position="attributes">
 287                     <attribute name="invisible">False</attribute>
 288                 </xpath>
 289             </field>
 290         </record>
 291         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 292             <field name="name">res.partner.claim.info.form</field>
 293             <field name="model">res.partner</field>
 294             <field name="type">form</field>
 295             <field name="inherit_id" ref="base.view_partner_form"/>
 296             <field name="priority">20</field>
 297             <field name="arch" type="xml">
 298                 <data>
 299                     <xpath expr="/form/notebook/page[@string='History']" position="inside">
 300                         <field name="claims_ids" colspan="4" nolabel="1">
 301                             <tree string="Partners Claim" editable="bottom">
 302                                 <field name="name"/>
 303                             </tree>
 304                         </field>
 305                     </xpath>
 306                 </data>
 307             </field>
 308         </record>
 309
 310         <act_window
 311             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 312             id="act_claim_partner"
 313             name="Claims"
 314             view_mode="tree,form"
 315             res_model="crm.claim"
 316             src_model="res.partner"/>
 317
 318
 319         <act_window
 320             domain="[('partner_address_id', '=', active_id)]"
 321             context="{'default_partner_id': partner_id}"
 322             id="act_claim_partner_address"
 323             name="Claims"
 324             view_mode="tree,form"
 325             res_model="crm.claim"
 326             src_model="res.partner.address"/>
 327
 328      </data>
 329 </openerp>