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">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" groups="base.group_no_one"/>
26 <record id="crm_claim_stage_tree" model="ir.ui.view">
27 <field name="name">crm.claim.stage.tree</field>
28 <field name="model">crm.claim.stage</field>
29 <field name="type">tree</field>
30 <field name="arch" type="xml">
31 <tree string="Claim Stages">
32 <field name="sequence"/>
39 <record id="crm_claim_stage_form" model="ir.ui.view">
40 <field name="name">crm.claim.stage.form</field>
41 <field name="model">crm.claim.stage</field>
42 <field name="type">form</field>
43 <field name="arch" type="xml">
44 <form string="Claim Stage">
46 <field name="case_default"/>
47 <field name="sequence"/>
49 <field name="case_refused"/>
55 <record id="crm_claim_stage_act" model="ir.actions.act_window">
56 <field name="name">Claim Stages</field>
57 <field name="res_model">crm.claim.stage</field>
58 <field name="view_type">form</field>
59 <field name="view_id" ref="crm_claim_stage_tree"/>
60 <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>
65 <record model="ir.ui.view" id="crm_case_claims_tree_view">
66 <field name="name">CRM - Claims Tree</field>
67 <field name="model">crm.claim</field>
68 <field name="type">tree</field>
69 <field name="arch" type="xml">
70 <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)">
72 <field name="partner_id"/>
73 <field name="user_id" />
75 <field name="stage_id"/>
76 <field name="date_action_next"/>
77 <field name="action_next"/>
78 <field name="categ_id" string="Type" select="1"/>
79 <field name="date_deadline" invisible="1"/>
80 <field name="date_closed" invisible="1"/>
81 <field name="state" groups="base.group_no_one"/>
86 <record model="ir.ui.view" id="crm_case_claims_form_view">
87 <field name="name">CRM - Claims Form</field>
88 <field name="model">crm.claim</field>
89 <field name="type">form</field>
90 <field name="arch" type="xml">
93 <button name="case_open" string="Open" type="object"
94 states="draft,pending"/>
95 <button name="case_close" string="Done" type="object"
96 states="open,pending"/>
97 <button name="case_refuse" string="Refuse" type="object"
98 states="draft,open,pending"/>
99 <button name="stage_previous" string="Previous Stage" type="object"
100 states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
101 <button name="stage_next" string="Next Stage" type="object"
102 states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
103 <button name="case_reset" string="Reset to Draft" type="object"
104 states="cancel,done"/>
105 <button name="case_cancel" string="Cancel" type="object"
106 states="draft,open,pending"/>
107 <field name="stage_id" widget="statusbar"
108 on_change="onchange_stage_id(stage_id)"/>
110 <sheet string="Claims" layout="auto">
112 <field name="name" />
115 <group colspan="4" col="6">
116 <field name="user_id"/>
117 <field name="section_id" widget="selection" />
118 <field name="state" groups="base.group_no_one"/>
120 <field name="priority"/>
121 <field name="date_deadline"/>
123 <group colspan="4" col="4">
125 <page string="Claim Description">
126 <group colspan="2" col="2">
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">
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"/>
141 <field name="description" colspan="4" nolabel="1"/>
143 <page string="Follow Up">
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_sheet_width">
170 <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
176 <!-- Claim Calendar view -->
178 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
179 <field name="name">Claims Actions</field>
180 <field name="model">crm.claim</field>
181 <field name="type">calendar</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="type">search</field>
197 <field name="arch" type="xml">
198 <search string="Search Claims">
199 <filter icon="terp-check" string="New" name="current"
200 domain="[('state','=','draft')]"
202 <filter icon="terp-camera_test"
204 domain="[('state','=','open')]"
205 help="In Progress Claims"
207 <filter icon="terp-gtk-media-pause"
209 domain="[('state','=','pending')]"
210 help="All pending Claims"
212 <separator orientation="vertical"/>
214 <field name="partner_id"/>
215 <field name="user_id" widget="selection">
216 <filter icon="terp-personal-"
217 domain="[('user_id','=', False)]"
218 help="Unassigned Claims" />
221 <group expand="0" string="Group By...">
222 <filter string="Partner" icon="terp-partner"
223 domain="[]" help="Partner"
224 context="{'group_by':'partner_id'}" />
225 <filter string="Responsible" icon="terp-personal"
226 domain="[]" help="Responsible User"
227 context="{'group_by':'user_id'}" />
228 <separator orientation="vertical"/>
229 <filter string="Stage" icon="terp-stage"
230 domain="[]" context="{'group_by':'stage_id'}" />
231 <filter string="Type" icon="terp-stock_symbol-selection"
232 domain="[]" context="{'group_by':'categ_id'}" />
233 <filter string="Status"
234 icon="terp-stock_effects-object-colorize"
235 domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
236 <separator orientation="vertical"/>
237 <filter string="Claim Date" icon="terp-go-month"
238 domain="[]" help="Claim Date"
239 context="{'group_by':'date'}" />
240 <filter string="Deadline" icon="terp-go-month"
242 context="{'group_by':'date_deadline'}" />
243 <filter string="Closure" icon="terp-go-month"
244 domain="[]" help="Date Closed"
245 context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
251 <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
252 <field name="name">res.partner.crm.history.inherit1</field>
253 <field name="model">res.partner</field>
254 <field name="type">form</field>
255 <field name="inherit_id" ref="base.view_partner_form"/>
256 <field name="arch" type="xml">
257 <xpath expr="//page[@string='History']" position="attributes">
258 <attribute name="invisible">False</attribute>
262 <record id="view_claim_partner_info_form1" model="ir.ui.view">
263 <field name="name">res.partner.claim.info.form</field>
264 <field name="model">res.partner</field>
265 <field name="type">form</field>
266 <field name="inherit_id" ref="base.view_partner_form"/>
267 <field name="priority">20</field>
268 <field name="arch" type="xml">
270 <xpath expr="//page[@string='History']" position="inside">
271 <field name="claims_ids" colspan="4" nolabel="1">
272 <tree string="Partners Claim" editable="bottom">
282 context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
283 id="act_claim_partner"
285 view_mode="tree,form"
286 res_model="crm.claim"
287 src_model="res.partner"/>