5 <menuitem id="menu_config_claim" name="Claim"
6 groups="base.group_extended"
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="Communication 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" />
179 <form string="Communication 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"/>
187 <notebook colspan="4">
188 <page string="Details">
189 <field name="description" colspan="4" nolabel="1"/>
191 <page string="Attachments">
192 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
197 name="%(crm.action_crm_send_mail)d"
198 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
199 icon="terp-mail-replied" type="action" />
202 <button colspan="4" string="Send New Email"
203 name="%(crm.action_crm_send_mail)d"
204 context="{'mail':'new', 'model': 'crm.claim'}"
205 icon="terp-mail-message-new" type="action" />
207 <page string="Extra Info" groups="base.group_extended">
208 <field name="id" select="1"/>
209 <field name="active"/>
210 <field name="canal_id"/>
211 <separator colspan="4" string="Dates"/>
212 <field name="create_date"/>
213 <field name="date_closed"/>
221 <!-- Claim Calendar view -->
223 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
224 <field name="name">CRM - Claims Calendar</field>
225 <field name="model">crm.claim</field>
226 <field name="type">calendar</field>
227 <field name="priority" eval="2"/>
228 <field name="arch" type="xml">
229 <calendar string="Claims" date_start="date" color="user_id">
231 <field name="partner_name"/>
232 <field name="categ_id"/>
237 <!-- Claim Graph view -->
239 <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
240 <field name="name">CRM -Graph</field>
241 <field name="model">crm.claim</field>
242 <field name="type">graph</field>
243 <field name="arch" type="xml">
244 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
245 <field name="stage_id"/>
246 <field name="planned_cost" operator="+"/>
247 <field name="planned_revenue" operator="+"/>
252 <!-- Crm claim Search view -->
254 <record id="view_crm_case_claims_filter" model="ir.ui.view">
255 <field name="name">CRM - Claims Search</field>
256 <field name="model">crm.claim</field>
257 <field name="type">search</field>
258 <field name="arch" type="xml">
259 <search string="Search Claims">
260 <filter icon="terp-check" string="Current" name="current"
261 domain="[('state','in',('draft', 'open'))]"
262 separator="1" help="Current Claims" default="1"
264 <filter icon="terp-camera_test"
266 domain="[('state','=','open')]"
267 separator="1" help="In Progress Claims"
269 <filter icon="terp-gtk-media-pause"
271 domain="[('state','=','pending')]"
272 separator="1" help="All pending Claims"
274 <separator orientation="vertical"/>
275 <field name="name" select='1'/>
276 <field name="partner_id" select="1"/>
277 <field name="user_id" select="1" widget="selection">
278 <filter icon="terp-personal-"
279 domain="[('user_id','=', False)]"
280 help="Unassigned Claims" />
282 <field name="section_id" select="1"
285 <group expand="0" string="Group By...">
286 <filter string="Partner" icon="terp-partner"
287 domain="[]" help="Partner"
288 context="{'group_by':'partner_id'}" />
289 <filter string="Responsible" icon="terp-personal"
290 domain="[]" help="Responsible User"
291 context="{'group_by':'user_id'}" />
292 <filter string="Sales Team" icon="terp-personal+"
293 domain="[]" help="Sales Team"
294 context="{'group_by':'section_id'}" />
295 <separator orientation="vertical"/>
296 <filter string="Stage" icon="terp-stage"
297 domain="[]" context="{'group_by':'stage_id'}" />
298 <filter string="Type" icon="terp-stock_symbol-selection"
299 domain="[]" context="{'group_by':'categ_id'}" />
300 <filter string="State"
301 icon="terp-stock_effects-object-colorize"
302 domain="[]" context="{'group_by':'state'}" />
303 <separator orientation="vertical"/>
304 <filter string="Claim Date" icon="terp-go-month"
305 domain="[]" help="Claim Date"
306 context="{'group_by':'date'}" />
307 <filter string="Deadline" icon="terp-go-month"
309 context="{'group_by':'date_deadline'}" />
310 <filter string="Closure" icon="terp-go-month"
311 domain="[]" help="Date Closed"
312 context="{'group_by':'date_closed'}" />
319 domain="[('partner_id', '=', active_id)]"
320 context="{'default_partner_id': active_id}"
321 id="act_claim_partner"
322 name="Report a Claim"
323 res_model="crm.claim"
324 src_model="res.partner"/>
328 domain="[('partner_address_id', '=', active_id)]"
329 context="{'default_partner_address_id': active_id}"
330 id="act_claim_partner_address"
331 name="Report a Claim"
332 res_model="crm.claim"
333 src_model="res.partner.address"/>