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                     <field name="state"/>
  42                 </tree>
  43             </field>
  44         </record>
  45
  46         <record id="crm_claim_stage_form" model="ir.ui.view">
  47             <field name="name">crm.claim.stage.form</field>
  48             <field name="model">crm.claim.stage</field>
  49             <field name="arch" type="xml">
  50                 <form string="Claim Stage">
  51                     <field name="name"/>
  52                     <field name="case_default"/>
  53                     <field name="sequence"/>
  54                     <field name="state"/>
  55                     <field name="case_refused"/>
  56                     <field name="fold"/>
  57                 </form>
  58             </field>
  59         </record>
  60
  61         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  62             <field name="name">Claim Stages</field>
  63             <field name="res_model">crm.claim.stage</field>
  64             <field name="view_type">form</field>
  65             <field name="view_id" ref="crm_claim_stage_tree"/>
  66             <field name="help" type="html">
  67               <p class="oe_view_nocontent_create">
  68                 Click to setup a new stage in the processing of the claims.
  69               </p><p>
  70                 You can create claim stages to categorize the status of every
  71                 claim entered in the system. The stages define all the steps
  72                 required for the resolution of a claim.
  73               </p>
  74             </field>
  75         </record>
  76
  77         <!-- Claims    -->
  78
  79         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  80             <field name="name">CRM - Claims Tree</field>
  81             <field name="model">crm.claim</field>
  82             <field name="arch" type="xml">
  83                 <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)">
  84                     <field name="name"/>
  85                     <field name="partner_id"/>
  86                     <field name="user_id"/>
  87                     <field name="date"/>
  88                     <field name="stage_id"/>
  89                     <field name="date_action_next"/>
  90                     <field name="action_next"/>
  91                     <field name="categ_id" string="Type"/>
  92                     <field name="date_deadline" invisible="1"/>
  93                     <field name="date_closed" invisible="1"/>
  94                     <field name="state" groups="base.group_no_one"/>
  95                 </tree>
  96             </field>
  97         </record>
  98
  99         <record model="ir.ui.view" id="crm_case_claims_form_view">
 100             <field name="name">CRM - Claims Form</field>
 101             <field name="model">crm.claim</field>
 102             <field name="arch" type="xml">
 103                 <form string="Claim" version="7.0">
 104                 <header>
 105                     <span groups="base.group_user">
 106                         <button name="case_open" string="Open" type="object" class="oe_highlight"
 107                                 states="draft,pending" />
 108                         <button name="case_close" string="Done" type="object" class="oe_highlight"
 109                                 states="open,pending"/>
 110                         <button name="case_refuse" string="Refuse" type="object" class="oe_highlight"
 111                                 states="draft,open,pending"/>
 112                         <button name="stage_previous" string="Previous Stage" type="object"
 113                                 states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
 114                         <button name="stage_next" string="Next Stage" type="object"
 115                                 states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
 116                         <button name="case_reset" string="Reset to Draft" type="object"
 117                                 states="cancel,done"/>
 118                         <button name="case_cancel" string="Cancel" type="object"
 119                                 states="draft,open,pending"/>
 120                     </span>
 121                     <field name="stage_id" widget="statusbar"
 122                             on_change="onchange_stage_id(stage_id)"/>
 123                 </header>
 124                 <sheet string="Claims">
 125                     <group>
 126                         <field name="name"/>
 127                         <field name="date"/>
 128                     </group>
 129                     <group colspan="4" col="4">
 130                         <field name="user_id"/>
 131                         <field name="priority" groups="base.group_user"/>
 132                         <field name="section_id" widget="selection"/>
 133                         <field name="date_deadline"/>
 134                         <field name="state" groups="base.group_no_one"/>
 135                     </group>
 136                     <group colspan="4" col="4">
 137                         <notebook>
 138                             <page string="Claim Description">
 139                                 <group colspan="2" col="2" groups="base.group_user">
 140                                     <separator colspan="2" string="Claim Reporter"/>
 141                                     <field name="partner_id" string="Partner"
 142                                         on_change="onchange_partner_id(partner_id)"/>
 143                                     <field name="partner_phone"/>
 144                                     <field name="email_from" widget="email"/>
 145                                 </group>
 146                                 <group colspan="2" col="2">
 147                                     <separator colspan="2" string="Responsibilities"/>
 148                                     <field name="user_fault"/>
 149                                     <field name="categ_id" widget="selection"
 150                                         domain="[('object_id.model', '=', 'crm.claim')]"/>
 151                                     <field name="ref"/>
 152                                 </group>
 153                                 <separator colspan="4" string="Claim/Action Description"/>
 154                                 <field name="description" colspan="4" nolabel="1"/>
 155                             </page>
 156                             <page string="Follow Up">
 157                                 <group colspan="2" col="2">
 158                                     <separator colspan="2" string="Actions"/>
 159                                     <field name="date_action_next"/>
 160                                     <field name="action_next"/>
 161                                 </group>
 162                                 <group colspan="2" col="2" groups="base.group_no_one">
 163                                     <separator colspan="2" string="Dates"/>
 164                                     <field name="create_date"/>
 165                                     <field name="date_closed"/>
 166                                     <field name="write_date"/>
 167                                 </group>
 168
 169                                 <group colspan="2" col="2">
 170                                     <separator colspan="2" string="Root Causes"/>
 171                                     <field name="cause" colspan="2" nolabel="1"/>
 172                                 </group>
 173                                 <group colspan="2" col="2">
 174                                     <separator colspan="2" string="Resolution Actions"/>
 175                                     <field name="type_action"/>
 176                                     <field name="resolution" colspan="2" nolabel="1"/>
 177                                 </group>
 178                             </page>
 179                         </notebook>
 180                     </group>
 181                 </sheet>
 182                 <div class="oe_chatter">
 183                     <field name="message_ids" colspan="4" widget="mail_thread" nolabel="1"/>
 184                     <field name="message_follower_ids" widget="mail_followers"/>
 185                 </div>
 186                 </form>
 187             </field>
 188         </record>
 189
 190         <!-- Claim Calendar view -->
 191
 192         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 193             <field name="name">Claims Actions</field>
 194             <field name="model">crm.claim</field>
 195             <field name="priority" eval="2"/>
 196             <field name="arch" type="xml">
 197                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 198                     <field name="name"/>
 199                 </calendar>
 200             </field>
 201         </record>
 202
 203
 204         <!-- Crm claim Search view -->
 205
 206         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 207             <field name="name">CRM - Claims Search</field>
 208             <field name="model">crm.claim</field>
 209             <field name="arch" type="xml">
 210                 <search string="Search Claims">
 211                     <field name="name" string="Claims"/>
 212                     <filter icon="terp-check" string="New" name="current" domain="[('state','=','draft')]" help="New Claims"/>
 213                     <filter icon="terp-camera_test" string="In Progress" domain="[('state','=','open')]" help="In Progress Claims"/>
 214                     <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
 215                     <separator/>
 216                     <filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
 217                     <field name="partner_id"/>
 218                     <field name="user_id"/>
 219                     <group expand="0" string="Group By...">
 220                         <filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
 221                         <filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
 222                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 223                         <filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 224                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 225                         <filter string="Claim Date" icon="terp-go-month" domain="[]" help="Claim Date" context="{'group_by':'date'}"/>
 226                         <filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
 227                         <filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" context="{'group_by':'date_closed'}"  groups="base.group_no_one"/>
 228                     </group>
 229                 </search>
 230             </field>
 231         </record>
 232
 233         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 234             <field name="name">res.partner.claim.info.form</field>
 235             <field name="model">res.partner</field>
 236             <field name="inherit_id" ref="base.view_partner_form"/>
 237             <field name="priority">20</field>
 238             <field name="arch" type="xml">
 239                 <xpath expr="//page[@name='page_history']" position="attributes">
 240                     <attribute name="invisible">False</attribute>
 241                 </xpath>
 242                 <xpath expr="//page[@name='page_history']" position="inside">
 243                     <group name="grp_claim" string="Claims">
 244                         <field name="claims_ids" colspan="4" nolabel="1">
 245                             <tree string="Partners Claim" editable="bottom">
 246                                 <field name="name"/>
 247                             </tree>
 248                         </field>
 249                     </group>
 250                 </xpath>
 251             </field>
 252         </record>
 253
 254         <act_window
 255             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 256             id="act_claim_partner"
 257             name="Claims"
 258             view_mode="tree,form"
 259             res_model="crm.claim"
 260             src_model="res.partner"/>
 261
 262      </data>
 263 </openerp>