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_no_one"
   7             parent="base.menu_base_config" sequence="55"/>
   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" 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.
  21               </p><p>
  22                 Create claim categories to better manage and classify your
  23                 claims. Some example of claims can be: preventive action,
  24                 corrective action.
  25               </p>
  26             </field>
  27         </record>
  28
  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"/>
  31
  32         <!-- Claim Stages -->
  33
  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"/>
  40                     <field name="name"/>
  41                 </tree>
  42             </field>
  43         </record>
  44
  45         <record id="crm_claim_stage_form" model="ir.ui.view">
  46             <field name="name">crm.claim.stage.form</field>
  47             <field name="model">crm.claim.stage</field>
  48             <field name="arch" type="xml">
  49                 <form string="Claim Stage">
  50                     <field name="name"/>
  51                     <field name="case_default"/>
  52                     <field name="sequence"/>
  53                     <field name="fold"/>
  54                 </form>
  55             </field>
  56         </record>
  57
  58         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  59             <field name="name">Claim Stages</field>
  60             <field name="res_model">crm.claim.stage</field>
  61             <field name="view_type">form</field>
  62             <field name="view_id" ref="crm_claim_stage_tree"/>
  63             <field name="help" type="html">
  64               <p class="oe_view_nocontent_create">
  65                 Click to setup a new stage in the processing of the claims.
  66               </p><p>
  67                 You can create claim stages to categorize the status of every
  68                 claim entered in the system. The stages define all the steps
  69                 required for the resolution of a claim.
  70               </p>
  71             </field>
  72         </record>
  73
  74         <!-- Claims    -->
  75
  76         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  77             <field name="name">CRM - Claims Tree</field>
  78             <field name="model">crm.claim</field>
  79             <field name="arch" type="xml">
  80                 <tree string="Claims">
  81                     <field name="name"/>
  82                     <field name="partner_id"/>
  83                     <field name="user_id"/>
  84                     <field name="date"/>
  85                     <field name="stage_id"/>
  86                     <field name="date_action_next"/>
  87                     <field name="action_next"/>
  88                     <field name="categ_id" string="Type"/>
  89                     <field name="date_deadline" invisible="1"/>
  90                     <field name="date_closed" invisible="1"/>
  91                 </tree>
  92             </field>
  93         </record>
  94
  95         <record model="ir.ui.view" id="crm_case_claims_form_view">
  96             <field name="name">CRM - Claims Form</field>
  97             <field name="model">crm.claim</field>
  98             <field name="arch" type="xml">
  99                 <form string="Claim" version="7.0">
 100                 <header>
 101                     <field name="stage_id" widget="statusbar" clickable="True"/>
 102                 </header>
 103                 <sheet string="Claims">
 104                     <group>
 105                         <field name="name"/>
 106                         <field name="date"/>
 107                     </group>
 108                     <group colspan="4" col="4"  groups="base.group_user">
 109                         <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 110                         <field name="priority"/>
 111                         <field name="section_id" groups="base.group_multi_salesteams"/>
 112                         <field name="date_deadline"/>
 113                     </group>
 114                     <group colspan="4" col="4">
 115                         <notebook>
 116                             <page string="Claim Description">
 117                                 <group colspan="2" col="2" groups="base.group_user">
 118                                     <separator colspan="2" string="Claim Reporter"/>
 119                                     <field name="partner_id" string="Partner"
 120                                         on_change="onchange_partner_id(partner_id)"/>
 121                                     <field name="partner_phone"/>
 122                                     <field name="email_from" widget="email"/>
 123                                 </group>
 124                                 <group colspan="2" col="2" groups="base.group_user">
 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')]"/>
 129                                     <field name="ref"/>
 130                                 </group>
 131                                 <separator colspan="4" string="Claim/Action Description" groups="base.group_user"/>
 132                                 <field name="description" colspan="4" nolabel="1"/>
 133                             </page>
 134                             <page string="Follow Up" groups="base.group_user">
 135                                 <group colspan="2" col="2">
 136                                     <separator colspan="2" string="Actions"/>
 137                                     <field name="date_action_next"/>
 138                                     <field name="action_next"/>
 139                                 </group>
 140                                 <group colspan="2" col="2" groups="base.group_no_one">
 141                                     <separator colspan="2" string="Dates"/>
 142                                     <field name="create_date"/>
 143                                     <field name="date_closed"/>
 144                                     <field name="write_date"/>
 145                                 </group>
 146
 147                                 <group colspan="2" col="2">
 148                                     <separator colspan="2" string="Root Causes"/>
 149                                     <field name="cause" colspan="2" nolabel="1"/>
 150                                 </group>
 151                                 <group colspan="2" col="2">
 152                                     <separator colspan="2" string="Resolution Actions"/>
 153                                     <field name="type_action"/>
 154                                     <field name="resolution" colspan="2" nolabel="1"/>
 155                                 </group>
 156                             </page>
 157                         </notebook>
 158                     </group>
 159                 </sheet>
 160                 <div class="oe_chatter">
 161                     <field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
 162                     <field name="message_ids" widget="mail_thread"/>
 163                 </div>
 164                 </form>
 165             </field>
 166         </record>
 167
 168         <!-- Claim Calendar view -->
 169
 170         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 171             <field name="name">Claims Actions</field>
 172             <field name="model">crm.claim</field>
 173             <field name="priority" eval="2"/>
 174             <field name="arch" type="xml">
 175                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 176                     <field name="name"/>
 177                 </calendar>
 178             </field>
 179         </record>
 180
 181
 182         <!-- Crm claim Search view -->
 183
 184         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 185             <field name="name">CRM - Claims Search</field>
 186             <field name="model">crm.claim</field>
 187             <field name="arch" type="xml">
 188                 <search string="Search Claims">
 189                     <field name="name" string="Claims"/>
 190                     <separator/>
 191                     <filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
 192                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 193                     <field name="user_id"/>
 194                     <group expand="0" string="Group By...">
 195                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
 196                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
 197                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 198                         <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 199                         <filter string="Claim Month" icon="terp-go-month" domain="[]" help="Claim Date by Month" context="{'group_by':'date'}"/>
 200                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
 201                         <filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" context="{'group_by':'date_closed'}"  groups="base.group_no_one"/>
 202                     </group>
 203                 </search>
 204             </field>
 205         </record>
 206      </data>
 207 </openerp>