5 <menuitem id="menu_config_claim" name="Claim"
6 groups="base.group_extended,base.group_system"
7 parent="base.menu_base_config" sequence="6" />
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">{'object_id':'crm.claim'}</field>
20 <menuitem action="crm_claim_categ_action" name="Categories"
21 id="menu_crm_case_claim-act" parent="menu_config_claim" />
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>
35 <menuitem action="crm_claim_stage_act" name="Stages"
36 id="menu_crm_claim_stage_act" parent="menu_config_claim" />
38 <!-- Claim Resource Type -->
40 <record id="crm_claim_resource_act" model="ir.actions.act_window">
41 <field name="name">Claim Resource Type</field>
42 <field name="res_model">crm.case.resource.type</field>
43 <field name="view_type">form</field>
44 <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
45 <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
46 <field name="context">{'object_id':'crm.claim'}</field>
49 <menuitem action="crm_claim_resource_act" name="Resource Type"
50 id="menu_crm_claim_type_act"
51 parent="menu_config_claim" />
55 <record model="ir.ui.view" id="crm_case_claims_tree_view">
56 <field name="name">CRM - Claims Tree</field>
57 <field name="model">crm.claim</field>
58 <field name="type">tree</field>
59 <field name="arch" type="xml">
60 <tree string="Claims" colors="blue:state=='pending';black:state=='open';gray:state in ('close', 'cancel')">
62 <field name="partner_id"/>
63 <field name="user_id" />
64 <field name="section_id"/>
65 <field name="date" string="Claim Date"/>
66 <field name="date_deadline" string="Deadline"/>
67 <field name="date_closed" string="Closure Date"/>
68 <field name="categ_id" string="Type" select="1"/>
69 <field name="stage_id" invisible="1"/>
71 <button name="case_open" string="Open"
72 states="draft,pending" type="object"
73 icon="gtk-go-forward" />
74 <button name="case_pending" string="Pending"
75 states="draft,open" type="object"
76 icon="gtk-media-pause" />
77 <button name="case_close" string="Close"
78 states="open,draft,pending" type="object"
80 <button name="case_cancel" string="Cancel"
81 states="draft,open,pending" type="object"
83 <button name="case_reset" string="Reset to Draft"
84 states="done,cancel" type="object" icon="gtk-convert" />
89 <record model="ir.ui.view" id="crm_case_claims_form_view">
90 <field name="name">CRM - Claims Form</field>
91 <field name="model">crm.claim</field>
92 <field name="type">form</field>
93 <field name="arch" type="xml">
94 <form string="Claims">
96 <group colspan="4" col="4">
97 <group colspan="1" col="2">
100 <group colspan="1" col="2">
101 <field name="date" string="Date of Claim"/>
103 <group colspan="1" col="2">
104 <field name="date_deadline" string="Deadline"/><newline/>
107 <group colspan="4" col="4">
110 <page string="Claim Info">
111 <separator colspan="4" string="Communication"/>
112 <group colspan="4" col="4">
113 <field name="partner_id" string="Partner"
114 on_change="onchange_partner_id(partner_id)" />
115 <field name="partner_address_id" string="Contact"
116 on_change="onchange_partner_address_id(partner_address_id, email_from)" />
117 <field name="partner_phone"/>
118 <field name="partner_mobile"/>
119 <field name="email_from"/>
121 <separator colspan="4" string="Status and Categorization"/>
122 <group colspan="4" col="6">
123 <field name="user_id" string="Responsible"/>
124 <field name="section_id" widget="selection"/>
125 <label string="Stage: " align="1.0"/>
126 <group colspan="1" col="3">
127 <field name="stage_id" nolabel="1"
128 on_change="onchange_stage_id(stage_id)"
129 domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.claim')]" />
130 <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
131 <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
133 <field name="categ_id" select="1" widget="selection"
134 domain="[('object_id.model', '=', 'crm.claim')]" />
135 <field name="type_id" string="Type of Action" select="1"
136 domain="[('object_id.model', '=', 'crm.claim')]" />
137 <field name="priority"/>
139 <separator colspan="4" string="References"/>
140 <group colspan="4" col="4">
144 <separator colspan="4" string="Claim/Action Description"/>
145 <field name="description" colspan="4" nolabel="1"/>
146 <separator colspan="4" string=""/>
147 <group col="8" colspan="4">
148 <field name="state" select="1"/>
149 <button name="case_open" string="Open"
150 states="draft,pending" type="object"
151 icon="gtk-go-forward" />
152 <button name="case_pending" string="Pending"
153 states="draft,open" type="object"
154 icon="gtk-media-pause" />
155 <button name="case_close" string="Done"
156 states="open,draft,pending" type="object"
157 icon="gtk-jump-to" />
158 <button name="case_cancel" string="Cancel"
159 states="draft,open,pending" type="object"
161 <button name="case_reset"
162 string="Reset to Draft" states="done,cancel"
163 type="object" icon="gtk-convert" />
166 <page string="History" groups="base.group_extended">
168 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
170 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
171 <tree string="History">
172 <field name="display_text" string="History Information"/>
175 name="%(crm.action_crm_send_mail)d"
176 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
177 icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
179 <form string="History">
180 <group col="4" colspan="4">
181 <field name="email_from"/>
183 <field name="email_to" widget="char" size="512"/>
184 <field name="email_cc" widget="char" size="512"/>
185 <field name="name" colspan="4" widget="char" size="512"/>
186 <field name="history" invisible="1"/>
188 <notebook colspan="4">
189 <page string="Details">
190 <group attrs="{'invisible': [('history', '!=', True)]}">
191 <field name="description" colspan="4" nolabel="1" height="250"/>
194 name="%(crm.action_crm_send_mail)d"
195 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
196 icon="terp-mail-replied" type="action" />
198 <group attrs="{'invisible': [('history', '=', True)]}">
199 <field name="display_text" colspan="4" nolabel="1" height="250"/>
202 <page string="Attachments">
203 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
208 <button string="Add New Note"
209 name="%(crm.action_crm_add_note)d"
210 context="{'model': 'crm.lead' }"
211 icon="terp-document-new" type="action" />
212 <button string="Send New Email"
213 name="%(crm.action_crm_send_mail)d"
214 context="{'mail':'new', 'model': 'crm.claim'}"
215 icon="terp-mail-message-new" type="action" />
217 <page string="Extra Info" groups="base.group_extended">
218 <field name="id" select="1"/>
219 <field name="active"/>
220 <field name="canal_id"/>
221 <separator colspan="4" string="Dates"/>
222 <field name="create_date"/>
223 <field name="date_closed"/>
231 <!-- Claim Calendar view -->
233 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
234 <field name="name">CRM - Claims Calendar</field>
235 <field name="model">crm.claim</field>
236 <field name="type">calendar</field>
237 <field name="priority" eval="2"/>
238 <field name="arch" type="xml">
239 <calendar string="Claims" date_start="date" color="user_id">
241 <field name="partner_name"/>
242 <field name="categ_id"/>
247 <!-- Claim Graph view -->
249 <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
250 <field name="name">CRM -Graph</field>
251 <field name="model">crm.claim</field>
252 <field name="type">graph</field>
253 <field name="arch" type="xml">
254 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
255 <field name="stage_id"/>
256 <field name="planned_cost" operator="+"/>
257 <field name="planned_revenue" operator="+"/>
262 <!-- Crm claim Search view -->
264 <record id="view_crm_case_claims_filter" model="ir.ui.view">
265 <field name="name">CRM - Claims Search</field>
266 <field name="model">crm.claim</field>
267 <field name="type">search</field>
268 <field name="arch" type="xml">
269 <search string="Search Claims">
270 <filter icon="terp-check" string="Current" name="current"
271 domain="[('state','in',('draft', 'open'))]"
272 separator="1" help="Current Claims" default="1"
274 <filter icon="terp-camera_test"
276 domain="[('state','=','open')]"
277 separator="1" help="In Progress Claims"
279 <filter icon="terp-gtk-media-pause"
281 domain="[('state','=','pending')]"
282 separator="1" help="All pending Claims"
284 <separator orientation="vertical"/>
285 <field name="name" select='1'/>
286 <field name="partner_id" select="1"/>
287 <field name="user_id" select="1" widget="selection">
288 <filter icon="terp-personal-"
289 domain="[('user_id','=', False)]"
290 help="Unassigned Claims" />
292 <field name="section_id" select="1"
295 <group expand="0" string="Group By...">
296 <filter string="Partner" icon="terp-partner"
297 domain="[]" help="Partner"
298 context="{'group_by':'partner_id'}" />
299 <filter string="Responsible" icon="terp-personal"
300 domain="[]" help="Responsible User"
301 context="{'group_by':'user_id'}" />
302 <filter string="Sales Team" icon="terp-personal+"
303 domain="[]" help="Sales Team"
304 context="{'group_by':'section_id'}" />
305 <separator orientation="vertical"/>
306 <filter string="Stage" icon="terp-stage"
307 domain="[]" context="{'group_by':'stage_id'}" />
308 <filter string="Type" icon="terp-stock_symbol-selection"
309 domain="[]" context="{'group_by':'categ_id'}" />
310 <filter string="State"
311 icon="terp-stock_effects-object-colorize"
312 domain="[]" context="{'group_by':'state'}" />
313 <separator orientation="vertical"/>
314 <filter string="Claim Date" icon="terp-go-month"
315 domain="[]" help="Claim Date"
316 context="{'group_by':'date'}" />
317 <filter string="Deadline" icon="terp-go-month"
319 context="{'group_by':'date_deadline'}" />
320 <filter string="Closure" icon="terp-go-month"
321 domain="[]" help="Date Closed"
322 context="{'group_by':'date_closed'}" />
329 domain="[('partner_id', '=', active_id)]"
330 context="{'default_partner_id': active_id}"
331 id="act_claim_partner"
332 name="Report a Claim"
333 res_model="crm.claim"
334 src_model="res.partner"/>
338 domain="[('partner_address_id', '=', active_id)]"
339 context="{'default_partner_address_id': active_id}"
340 id="act_claim_partner_address"
341 name="Report a Claim"
342 res_model="crm.claim"
343 src_model="res.partner.address"/>