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">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" groups="base.group_no_one"/>
  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" groups="base.group_no_one"/>
  54                     <button name="case_open" string="Open"
  55                         states="draft,pending" type="object"
  56                         icon="gtk-go-forward" groups="base.group_no_one"/>
  57                     <button name="case_close" string="Close"
  58                         states="open,draft,pending" type="object"
  59                         icon="gtk-close" groups="base.group_no_one"/>
  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 layout="manual">
  70                 <div class="oe_form_topbar">
  71                     <button name="case_open" string="Open" type="object"
  72                             states="draft,pending"/>
  73                     <button name="case_close" string="Done" type="object"
  74                             states="open,pending"/>
  75                     <button name="case_reset" string="Reset to Draft" type="object"
  76                             states="cancel,done"/>
  77                     <button name="case_cancel" string="Cancel" type="object"
  78                             states="draft,open,pending"/>
  79                     <div class="oe_right">
  80                         <field name="stage_id" nolabel="1" widget="statusbar"
  81                             on_change="onchange_stage_id(stage_id)"/>
  82                     </div>
  83                     <div class="oe_clear"/>
  84                 </div>
  85                 <sheet string="Claims" layout="auto">
  86                     <group>
  87                         <field name="name" />
  88                         <field name="date"/>
  89                     </group>
  90                     <group colspan="4" col="6">
  91                         <field name="user_id"/>
  92                         <field name="section_id" widget="selection" />
  93                         <field name="state" groups="base.group_no_one"/>
  94                         <newline />
  95                         <field name="priority"/>
  96                         <field name="date_deadline"/>
  97                     </group>
  98                     <group colspan="4" col="4">
  99                         <notebook>
 100                             <page string="Claim Description">
 101                                 <group colspan="2" col="2">
 102                                     <separator colspan="2" string="Claim Reporter"/>
 103                                     <field name="partner_id" string="Partner"
 104                                         on_change="onchange_partner_id(partner_id)" />
 105                                     <field name="partner_phone"/>
 106                                     <field name="email_from" widget="email"/>
 107                                 </group>
 108                                 <group colspan="2" col="2">
 109                                     <separator colspan="2" string="Responsibilities"/>
 110                                     <field name="user_fault"/>
 111                                     <field name="categ_id" widget="selection"
 112                                         domain="[('object_id.model', '=', 'crm.claim')]" />
 113                                     <field name="ref"/>
 114                                 </group>
 115                                 <separator colspan="4" string="Claim/Action Description"/>
 116                                 <field name="description" colspan="4" nolabel="1"/>
 117                             </page>
 118                             <page string="Follow Up">
 119                                 <group colspan="2" col="2">
 120                                     <separator colspan="2" string="Actions"/>
 121                                     <field name="date_action_next"/>
 122                                     <field name="action_next"/>
 123                                 </group>
 124                                 <group colspan="2" col="2" groups="base.group_no_one">
 125                                     <separator colspan="2" string="Dates"/>
 126                                     <field name="create_date"/>
 127                                     <field name="date_closed"/>
 128                                     <field name="write_date"/>
 129                                 </group>
 130
 131                                 <group colspan="2" col="2">
 132                                     <separator colspan="2" string="Root Causes"/>
 133                                     <field name="cause" colspan="2" nolabel="1"/>
 134                                 </group>
 135                                 <group colspan="2" col="2">
 136                                     <separator colspan="2" string="Resolution Actions"/>
 137                                     <field name="type_action"/>
 138                                     <field name="resolution" colspan="2" nolabel="1"/>
 139                                 </group>
 140                             </page>
 141                             <page string="Communication &amp; History">
 142                                 <group colspan="4">
 143                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 144                                 </group>
 145                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
 146                                     <tree string="History">
 147                                         <field name="display_text" string="History Information"/>
 148                                         <field name="email_from" invisible="1"/>
 149                                         <button
 150                                             string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 151                                             name="%(mail.action_email_compose_message_wizard)d"
 152                                             context="{'mail.compose.message.mode':'reply'}"
 153                                             icon="terp-mail-replied" type="action" />
 154                                     </tree>
 155                                 </field>
 156                                 <button string="Add Internal Note"
 157                                     name="%(crm.action_crm_add_note)d"
 158                                     context="{'model': 'crm.lead' }"
 159                                     icon="terp-document-new" type="action" />
 160                                 <button string="Send New Email"
 161                                     name="%(mail.action_email_compose_message_wizard)d"
 162                                     icon="terp-mail-message-new" type="action"/>
 163                             </page>
 164                         </notebook>
 165                     </group>
 166                 </sheet>
 167                 </form>
 168             </field>
 169         </record>
 170
 171         <!-- Claim Calendar view -->
 172
 173         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 174             <field name="name">Claims Actions</field>
 175             <field name="model">crm.claim</field>
 176             <field name="type">calendar</field>
 177             <field name="priority" eval="2"/>
 178             <field name="arch" type="xml">
 179                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 180                     <field name="name"/>
 181                 </calendar>
 182             </field>
 183         </record>
 184
 185
 186         <!-- Crm claim Search view -->
 187
 188         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 189             <field name="name">CRM - Claims Search</field>
 190             <field name="model">crm.claim</field>
 191             <field name="type">search</field>
 192             <field name="arch" type="xml">
 193                 <search string="Search Claims">
 194                     <filter icon="terp-check" string="New" name="current"
 195                         domain="[('state','=','draft')]"
 196                         help="New Claims" />
 197                     <filter icon="terp-camera_test"
 198                         string="In Progress"
 199                         domain="[('state','=','open')]"
 200                         help="In Progress Claims"
 201                     />
 202                     <filter icon="terp-gtk-media-pause"
 203                         string="Pending"
 204                         domain="[('state','=','pending')]"
 205                         help="All pending Claims"
 206                     />
 207                     <separator orientation="vertical"/>
 208                     <field name="name"/>
 209                     <field name="partner_id"/>
 210                     <field name="user_id" widget="selection">
 211                             <filter icon="terp-personal-"
 212                                 domain="[('user_id','=', False)]"
 213                                 help="Unassigned Claims" />
 214                     </field>
 215                     <newline/>
 216                     <group expand="0" string="Group By...">
 217                         <filter string="Partner" icon="terp-partner"
 218                             domain="[]" help="Partner"
 219                             context="{'group_by':'partner_id'}" />
 220                         <filter string="Responsible" icon="terp-personal"
 221                             domain="[]" help="Responsible User"
 222                             context="{'group_by':'user_id'}" />
 223                         <separator orientation="vertical"/>
 224                         <filter string="Stage" icon="terp-stage"
 225                             domain="[]" context="{'group_by':'stage_id'}" />
 226                         <filter string="Type" icon="terp-stock_symbol-selection"
 227                             domain="[]" context="{'group_by':'categ_id'}" />
 228                         <filter string="Status"
 229                             icon="terp-stock_effects-object-colorize"
 230                             domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 231                         <separator orientation="vertical"/>
 232                         <filter string="Claim Date" icon="terp-go-month"
 233                             domain="[]" help="Claim Date"
 234                             context="{'group_by':'date'}" />
 235                         <filter string="Deadline" icon="terp-go-month"
 236                             domain="[]"
 237                             context="{'group_by':'date_deadline'}" />
 238                         <filter string="Closure" icon="terp-go-month"
 239                             domain="[]" help="Date Closed"
 240                             context="{'group_by':'date_closed'}"  groups="base.group_no_one"/>
 241                     </group>
 242                 </search>
 243             </field>
 244         </record>
 245
 246         <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
 247             <field name="name">res.partner.crm.history.inherit1</field>
 248             <field name="model">res.partner</field>
 249             <field name="type">form</field>
 250             <field name="inherit_id" ref="base.view_partner_form"/>
 251             <field name="arch" type="xml">
 252                 <xpath expr="/form/notebook/page[@string='History']" position="attributes">
 253                     <attribute name="invisible">False</attribute>
 254                 </xpath>
 255             </field>
 256         </record>
 257         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 258             <field name="name">res.partner.claim.info.form</field>
 259             <field name="model">res.partner</field>
 260             <field name="type">form</field>
 261             <field name="inherit_id" ref="base.view_partner_form"/>
 262             <field name="priority">20</field>
 263             <field name="arch" type="xml">
 264                 <data>
 265                     <xpath expr="/form/notebook/page[@string='History']" position="inside">
 266                         <field name="claims_ids" colspan="4" nolabel="1">
 267                             <tree string="Partners Claim" editable="bottom">
 268                                 <field name="name"/>
 269                             </tree>
 270                         </field>
 271                     </xpath>
 272                 </data>
 273             </field>
 274         </record>
 275
 276         <act_window
 277             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 278             id="act_claim_partner"
 279             name="Claims"
 280             view_mode="tree,form"
 281             res_model="crm.claim"
 282             src_model="res.partner"/>
 283
 284      </data>
 285 </openerp>