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,base.group_system"
   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         </record>
  19
  20         <menuitem action="crm_claim_categ_action" name="Categories"
  21             id="menu_crm_case_claim-act" parent="menu_config_claim" />
  22
  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="domain">[('object_id.model', '=', 'crm.claim')]</field>
  32             <field name="context">{'object_id':'crm.claim'}</field>
  33         </record>
  34
  35          <menuitem action="crm_claim_stage_act" name="Stages"
  36                 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
  37
  38         <!-- Claims    -->
  39
  40         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  41             <field name="name">CRM - Claims Tree</field>
  42             <field name="model">crm.claim</field>
  43             <field name="type">tree</field>
  44             <field name="arch" type="xml">
  45                 <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)">
  46                     <field name="name"/>
  47                     <field name="partner_id"/>
  48                     <field name="user_id" />
  49                     <field name="section_id"/>
  50                     <field name="date" string="Claim Date"/>
  51                     <field name="date_deadline" string="Deadline"/>
  52                     <field name="date_closed" string="Closure Date"/>
  53                     <field name="categ_id" string="Type" select="1"/>
  54                     <field name="stage_id" invisible="1"/>
  55                     <field name="state"/>
  56                     <button name="case_open" string="Open"
  57                         states="draft,pending" type="object"
  58                         icon="gtk-go-forward" />
  59                     <button name="case_pending" string="Pending"
  60                         states="draft,open" type="object"
  61                         icon="gtk-media-pause" />
  62                     <button name="case_close" string="Close"
  63                         states="open,draft,pending" type="object"
  64                         icon="gtk-close" />
  65                     <button name="case_cancel" string="Cancel"
  66                         states="draft,open,pending" type="object"
  67                         icon="gtk-cancel" />
  68                     <button name="case_reset" string="Reset to Draft"
  69                         states="done,cancel" type="object" icon="gtk-convert" />
  70                 </tree>
  71             </field>
  72         </record>
  73
  74         <record model="ir.ui.view" id="crm_case_claims_form_view">
  75             <field name="name">CRM - Claims Form</field>
  76             <field name="model">crm.claim</field>
  77             <field name="type">form</field>
  78             <field name="arch" type="xml">
  79                 <form string="Claims">
  80
  81                     <group colspan="4" col="4">
  82                         <group colspan="1" col="2">
  83                             <field name="name" />
  84                         </group>
  85                         <group colspan="1" col="2">
  86                             <field name="date" string="Date of Claim"/>
  87                         </group>
  88                         <group colspan="1" col="2">
  89                             <field name="date_deadline" string="Deadline"/><newline/>
  90                         </group>
  91                     </group>
  92                     <group colspan="4" col="4">
  93
  94                         <notebook>
  95                             <page string="Claim Info">
  96                                 <separator colspan="4" string="Communication"/>
  97                                 <group colspan="4" col="4">
  98                                     <field name="partner_id" string="Partner"
  99                                     on_change="onchange_partner_id(partner_id)" />
 100                                     <field name="partner_address_id" string="Contact"
 101                                     on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 102                                     <field name="partner_phone"/>
 103                                     <field name="partner_mobile"/>
 104                                     <field name="email_from"/>
 105                                 </group>
 106                                 <separator colspan="4" string="Status and Categorization"/>
 107                                 <group colspan="4" col="6">
 108                                     <field name="user_id" string="Responsible"/>
 109                                     <field name="section_id" widget="selection"/>
 110                                     <label string="Stage: " align="1.0"/>
 111                                     <group colspan="1" col="3">
 112                                         <field name="stage_id" nolabel="1"
 113                                             on_change="onchange_stage_id(stage_id)"
 114                                             domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.claim')]" />
 115                                         <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
 116                                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 117                                     </group>
 118                                     <field name="categ_id" select="1" widget="selection"
 119                                     domain="[('object_id.model', '=', 'crm.claim')]" />
 120                                     <field name="type_action" select="1"/>
 121                                     <field name="priority"/>
 122                                 </group>
 123                                 <separator colspan="4" string="References"/>
 124                                 <group colspan="4" col="4">
 125                                     <field name="ref"/>
 126                                     <field name="ref2"/>
 127                                 </group>
 128                                 <separator colspan="4" string="Claim/Action Description"/>
 129                                 <field name="description" colspan="4" nolabel="1"/>
 130                                 <separator colspan="4" string=""/>
 131                                 <group col="8" colspan="4">
 132                                     <field name="state" select="1"/>
 133                                     <button name="case_open" string="Open"
 134                                     states="draft,pending" type="object"
 135                                     icon="gtk-go-forward" />
 136                                     <button name="case_pending" string="Pending"
 137                                     states="draft,open" type="object"
 138                                     icon="gtk-media-pause" />
 139                                     <button name="case_close" string="Done"
 140                                     states="open,draft,pending" type="object"
 141                                     icon="gtk-jump-to" />
 142                                     <button name="case_cancel" string="Cancel"
 143                                     states="draft,open,pending" type="object"
 144                                     icon="gtk-cancel" />
 145                                     <button name="case_reset"
 146                                     string="Reset to Draft" states="done,cancel"
 147                                     type="object" icon="gtk-convert" />
 148                                 </group>
 149                             </page>
 150                             <page string="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">
 155                                     <tree string="History">
 156                                         <field name="display_text" string="History Information"/>
 157                                         <button
 158                                             string="Reply"
 159                                             name="%(crm.action_crm_send_mail)d"
 160                                             context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 161                                             icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
 162                                     </tree>
 163                                     <form string="History">
 164                                         <group col="4" colspan="4">
 165                                             <field name="email_from"/>
 166                                             <field name="date"/>
 167                                             <field name="email_to" widget="char" size="512"/>
 168                                             <field name="email_cc" widget="char" size="512"/>
 169                                             <field name="name" colspan="4" widget="char" size="512"/>
 170                                             <field name="history" invisible="1"/>
 171                                         </group>
 172                                         <notebook colspan="4">
 173                                             <page string="Details">
 174                                                 <group attrs="{'invisible': [('history', '!=', True)]}">
 175                                                     <field name="description" colspan="4" nolabel="1" height="250"/>
 176                                                     <button colspan="4"
 177                                                         string="Reply"
 178                                                         name="%(crm.action_crm_send_mail)d"
 179                                                         context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
 180                                                         icon="terp-mail-replied" type="action" />
 181                                                 </group>
 182                                                 <group attrs="{'invisible': [('history', '=', True)]}">
 183                                                     <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 184                                                 </group>
 185                                             </page>
 186                                             <page string="Attachments">
 187                                                 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 188                                             </page>
 189                                         </notebook>
 190                                     </form>
 191                                 </field>
 192                                 <button string="Add Internal Note"
 193                                     name="%(crm.action_crm_add_note)d"
 194                                     context="{'model': 'crm.lead' }"
 195                                     icon="terp-document-new" type="action" />
 196                                 <button string="Send New Email"
 197                                     name="%(crm.action_crm_send_mail)d"
 198                                     context="{'mail':'new', 'model': 'crm.claim'}"
 199                                     icon="terp-mail-message-new" type="action" />
 200                             </page>
 201                             <page string="Extra Info" groups="base.group_extended">
 202                                 <field name="id" select="1"/>
 203                                 <field name="active"/>
 204                                 <field name="canal_id"/>
 205                                 <separator colspan="4" string="Dates"/>
 206                                 <field name="create_date"/>
 207                                 <field name="date_closed"/>
 208                             </page>
 209                         </notebook>
 210                     </group>
 211                 </form>
 212             </field>
 213         </record>
 214
 215         <!-- Claim Calendar view -->
 216
 217         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 218             <field name="name">CRM - Claims Calendar</field>
 219             <field name="model">crm.claim</field>
 220             <field name="type">calendar</field>
 221             <field name="priority" eval="2"/>
 222             <field name="arch" type="xml">
 223                 <calendar string="Claims" date_start="date" color="user_id">
 224                     <field name="name"/>
 225                     <field name="partner_name"/>
 226                     <field name="categ_id"/>
 227                 </calendar>
 228             </field>
 229         </record>
 230
 231         <!-- Claim Graph view -->
 232
 233         <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
 234             <field name="name">CRM -Graph</field>
 235             <field name="model">crm.claim</field>
 236             <field name="type">graph</field>
 237             <field name="arch" type="xml">
 238                 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
 239                     <field name="stage_id"/>
 240                     <field name="planned_cost" operator="+"/>
 241                     <field name="planned_revenue" operator="+"/>
 242                 </graph>
 243             </field>
 244         </record>
 245
 246         <!-- Crm claim Search view -->
 247
 248         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 249             <field name="name">CRM - Claims Search</field>
 250             <field name="model">crm.claim</field>
 251             <field name="type">search</field>
 252             <field name="arch" type="xml">
 253                 <search string="Search Claims">
 254                    <filter icon="terp-check" string="Current" name="current"
 255                        domain="[('state','in',('draft', 'open'))]"
 256                        separator="1" help="Draft and Open Claims" default="1"
 257                    />
 258                    <filter icon="terp-camera_test"
 259                        string="In Progress"
 260                        domain="[('state','=','open')]"
 261                        separator="1" help="In Progress Claims"
 262                    />
 263                    <filter icon="terp-gtk-media-pause"
 264                        string="Pending"
 265                        domain="[('state','=','pending')]"
 266                        separator="1" help="All pending Claims"
 267                    />
 268                    <separator orientation="vertical"/>
 269                    <field name="name" select='1'/>
 270                    <field name="partner_id" select="1"/>
 271                    <field name="user_id" select="1" widget="selection">
 272                            <filter icon="terp-personal-"
 273                                domain="[('user_id','=', False)]"
 274                                help="Unassigned Claims" />
 275                    </field>
 276                    <field name="section_id" select="1"
 277                        widget="selection">
 278                        <filter icon="terp-personal+"
 279                             domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 280                             help="My section" />
 281                     </field>
 282                    <newline/>
 283                    <group expand="0" string="Group By...">
 284                         <filter string="Partner" icon="terp-partner"
 285                            domain="[]" help="Partner"
 286                            context="{'group_by':'partner_id'}" />
 287                         <filter string="Responsible" icon="terp-personal"
 288                            domain="[]" help="Responsible User"
 289                            context="{'group_by':'user_id'}" />
 290                         <filter string="Sales Team" icon="terp-personal+"
 291                            domain="[]" help="Sales Team"
 292                            context="{'group_by':'section_id'}" />
 293                         <separator orientation="vertical"/>
 294                         <filter string="Stage" icon="terp-stage"
 295                             domain="[]" context="{'group_by':'stage_id'}" />
 296                         <filter string="Type" icon="terp-stock_symbol-selection"
 297                             domain="[]" context="{'group_by':'categ_id'}" />
 298                        <filter string="State"
 299                             icon="terp-stock_effects-object-colorize"
 300                             domain="[]" context="{'group_by':'state'}" />
 301                         <separator orientation="vertical"/>
 302                         <filter string="Claim Date" icon="terp-go-month"
 303                            domain="[]" help="Claim Date"
 304                            context="{'group_by':'date'}" />
 305                        <filter string="Deadline" icon="terp-go-month"
 306                            domain="[]"
 307                            context="{'group_by':'date_deadline'}" />
 308                        <filter string="Closure" icon="terp-go-month"
 309                            domain="[]" help="Date Closed"
 310                            context="{'group_by':'date_closed'}" />
 311                    </group>
 312                </search>
 313            </field>
 314         </record>
 315
 316         <act_window
 317             domain="[('partner_id', '=', active_id)]"
 318             context="{'default_partner_id': active_id}"
 319             id="act_claim_partner"
 320             name="Report a Claim"
 321             view_mode="form,tree"
 322             res_model="crm.claim"
 323             src_model="res.partner"/>
 324
 325
 326         <act_window
 327             domain="[('partner_address_id', '=', active_id)]"
 328             context="{'default_partner_address_id': active_id}"
 329             id="act_claim_partner_address"
 330             name="Report a Claim"
 331             view_mode="form,tree"
 332             res_model="crm.claim"
 333             src_model="res.partner.address"/>
 334
 335      </data>
 336 </openerp>