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_tree" model="ir.ui.view">
  27             <field name="name">crm.claim.stage.tree</field>
  28             <field name="model">crm.claim.stage</field>
  29             <field name="type">tree</field>
  30             <field name="arch" type="xml">
  31                 <tree string="Claim Stages">
  32                     <field name="sequence"/>
  33                     <field name="name"/>
  34                     <field name="state"/>
  35                 </tree>
  36             </field>
  37         </record>
  38
  39         <record id="crm_claim_stage_form" model="ir.ui.view">
  40             <field name="name">crm.claim.stage.form</field>
  41             <field name="model">crm.claim.stage</field>
  42             <field name="type">form</field>
  43             <field name="arch" type="xml">
  44                 <form string="Claim Stage">
  45                     <field name="name"/>
  46                     <field name="case_default"/>
  47                     <field name="sequence"/>
  48                     <field name="state"/>
  49                     <field name="case_refused"/>
  50                     <field name="fold"/>
  51                 </form>
  52             </field>
  53         </record>
  54
  55         <record id="crm_claim_stage_act" model="ir.actions.act_window">
  56             <field name="name">Claim Stages</field>
  57             <field name="res_model">crm.claim.stage</field>
  58             <field name="view_type">form</field>
  59             <field name="view_id" ref="crm_claim_stage_tree"/>
  60             <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>
  61         </record>
  62
  63         <!-- Claims    -->
  64
  65         <record model="ir.ui.view" id="crm_case_claims_tree_view">
  66             <field name="name">CRM - Claims Tree</field>
  67             <field name="model">crm.claim</field>
  68             <field name="type">tree</field>
  69             <field name="arch" type="xml">
  70                 <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)">
  71                     <field name="name"/>
  72                     <field name="partner_id"/>
  73                     <field name="user_id" />
  74                     <field name="date"/>
  75                     <field name="stage_id"/>
  76                     <field name="date_action_next"/>
  77                     <field name="action_next"/>
  78                     <field name="categ_id" string="Type" select="1"/>
  79                     <field name="date_deadline" invisible="1"/>
  80                     <field name="date_closed" invisible="1"/>
  81                     <field name="state" groups="base.group_no_one"/>
  82                 </tree>
  83             </field>
  84         </record>
  85
  86         <record model="ir.ui.view" id="crm_case_claims_form_view">
  87             <field name="name">CRM - Claims Form</field>
  88             <field name="model">crm.claim</field>
  89             <field name="type">form</field>
  90             <field name="arch" type="xml">
  91                 <form version="7.0">
  92                 <header>
  93                     <button name="case_open" string="Open" type="object"
  94                             states="draft,pending"/>
  95                     <button name="case_close" string="Done" type="object"
  96                             states="open,pending"/>
  97                     <button name="case_refuse" string="Refuse" type="object"
  98                             states="draft,open,pending"/>
  99                     <button name="stage_previous" string="Previous Stage" type="object"
 100                             states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
 101                     <button name="stage_next" string="Next Stage" type="object"
 102                             states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
 103                     <button name="case_reset" string="Reset to Draft" type="object"
 104                             states="cancel,done"/>
 105                     <button name="case_cancel" string="Cancel" type="object"
 106                             states="draft,open,pending"/>
 107                     <field name="stage_id" widget="statusbar"
 108                             on_change="onchange_stage_id(stage_id)"/>
 109                 </header>
 110                 <sheet string="Claims" layout="auto">
 111                     <group>
 112                         <field name="name" />
 113                         <field name="date"/>
 114                     </group>
 115                     <group colspan="4" col="6">
 116                         <field name="user_id"/>
 117                         <field name="section_id" widget="selection" />
 118                         <field name="state" groups="base.group_no_one"/>
 119                         <newline />
 120                         <field name="priority"/>
 121                         <field name="date_deadline"/>
 122                     </group>
 123                     <group colspan="4" col="4">
 124                         <notebook>
 125                             <page string="Claim Description">
 126                                 <group colspan="2" col="2">
 127                                     <separator colspan="2" string="Claim Reporter"/>
 128                                     <field name="partner_id" string="Partner"
 129                                         on_change="onchange_partner_id(partner_id)" />
 130                                     <field name="partner_phone"/>
 131                                     <field name="email_from" widget="email"/>
 132                                 </group>
 133                                 <group colspan="2" col="2">
 134                                     <separator colspan="2" string="Responsibilities"/>
 135                                     <field name="user_fault"/>
 136                                     <field name="categ_id" widget="selection"
 137                                         domain="[('object_id.model', '=', 'crm.claim')]" />
 138                                     <field name="ref"/>
 139                                 </group>
 140                                 <separator colspan="4" string="Claim/Action Description"/>
 141                                 <field name="description" colspan="4" nolabel="1"/>
 142                             </page>
 143                             <page string="Follow Up">
 144                                 <group colspan="2" col="2">
 145                                     <separator colspan="2" string="Actions"/>
 146                                     <field name="date_action_next"/>
 147                                     <field name="action_next"/>
 148                                 </group>
 149                                 <group colspan="2" col="2" groups="base.group_no_one">
 150                                     <separator colspan="2" string="Dates"/>
 151                                     <field name="create_date"/>
 152                                     <field name="date_closed"/>
 153                                     <field name="write_date"/>
 154                                 </group>
 155
 156                                 <group colspan="2" col="2">
 157                                     <separator colspan="2" string="Root Causes"/>
 158                                     <field name="cause" colspan="2" nolabel="1"/>
 159                                 </group>
 160                                 <group colspan="2" col="2">
 161                                     <separator colspan="2" string="Resolution Actions"/>
 162                                     <field name="type_action"/>
 163                                     <field name="resolution" colspan="2" nolabel="1"/>
 164                                 </group>
 165                             </page>
 166                         </notebook>
 167                     </group>
 168                 </sheet>
 169                 <div class="oe_form_sheet_width">
 170                     <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 171                 </div>
 172                 </form>
 173             </field>
 174         </record>
 175
 176         <!-- Claim Calendar view -->
 177
 178         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 179             <field name="name">Claims Actions</field>
 180             <field name="model">crm.claim</field>
 181             <field name="type">calendar</field>
 182             <field name="priority" eval="2"/>
 183             <field name="arch" type="xml">
 184                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 185                     <field name="name"/>
 186                 </calendar>
 187             </field>
 188         </record>
 189
 190
 191         <!-- Crm claim Search view -->
 192
 193         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 194             <field name="name">CRM - Claims Search</field>
 195             <field name="model">crm.claim</field>
 196             <field name="type">search</field>
 197             <field name="arch" type="xml">
 198                 <search string="Search Claims">
 199                     <filter icon="terp-check" string="New" name="current"
 200                         domain="[('state','=','draft')]"
 201                         help="New Claims" />
 202                     <filter icon="terp-camera_test"
 203                         string="In Progress"
 204                         domain="[('state','=','open')]"
 205                         help="In Progress Claims"
 206                     />
 207                     <filter icon="terp-gtk-media-pause"
 208                         string="Pending"
 209                         domain="[('state','=','pending')]"
 210                         help="All pending Claims"
 211                     />
 212                     <separator orientation="vertical"/>
 213                     <field name="name"/>
 214                     <field name="partner_id"/>
 215                     <field name="user_id" widget="selection">
 216                             <filter icon="terp-personal-"
 217                                 domain="[('user_id','=', False)]"
 218                                 help="Unassigned Claims" />
 219                     </field>
 220                     <newline/>
 221                     <group expand="0" string="Group By...">
 222                         <filter string="Partner" icon="terp-partner"
 223                             domain="[]" help="Partner"
 224                             context="{'group_by':'partner_id'}" />
 225                         <filter string="Responsible" icon="terp-personal"
 226                             domain="[]" help="Responsible User"
 227                             context="{'group_by':'user_id'}" />
 228                         <separator orientation="vertical"/>
 229                         <filter string="Stage" icon="terp-stage"
 230                             domain="[]" context="{'group_by':'stage_id'}" />
 231                         <filter string="Type" icon="terp-stock_symbol-selection"
 232                             domain="[]" context="{'group_by':'categ_id'}" />
 233                         <filter string="Status"
 234                             icon="terp-stock_effects-object-colorize"
 235                             domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 236                         <separator orientation="vertical"/>
 237                         <filter string="Claim Date" icon="terp-go-month"
 238                             domain="[]" help="Claim Date"
 239                             context="{'group_by':'date'}" />
 240                         <filter string="Deadline" icon="terp-go-month"
 241                             domain="[]"
 242                             context="{'group_by':'date_deadline'}" />
 243                         <filter string="Closure" icon="terp-go-month"
 244                             domain="[]" help="Date Closed"
 245                             context="{'group_by':'date_closed'}"  groups="base.group_no_one"/>
 246                     </group>
 247                 </search>
 248             </field>
 249         </record>
 250
 251         <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
 252             <field name="name">res.partner.crm.history.inherit1</field>
 253             <field name="model">res.partner</field>
 254             <field name="type">form</field>
 255             <field name="inherit_id" ref="base.view_partner_form"/>
 256             <field name="arch" type="xml">
 257                 <xpath expr="//page[@string='History']" position="attributes">
 258                     <attribute name="invisible">False</attribute>
 259                 </xpath>
 260             </field>
 261         </record>
 262         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 263             <field name="name">res.partner.claim.info.form</field>
 264             <field name="model">res.partner</field>
 265             <field name="type">form</field>
 266             <field name="inherit_id" ref="base.view_partner_form"/>
 267             <field name="priority">20</field>
 268             <field name="arch" type="xml">
 269                 <data>
 270                     <xpath expr="//page[@string='History']" position="inside">
 271                         <field name="claims_ids" colspan="4" nolabel="1">
 272                             <tree string="Partners Claim" editable="bottom">
 273                                 <field name="name"/>
 274                             </tree>
 275                         </field>
 276                     </xpath>
 277                 </data>
 278             </field>
 279         </record>
 280
 281         <act_window
 282             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 283             id="act_claim_partner"
 284             name="Claims"
 285             view_mode="tree,form"
 286             res_model="crm.claim"
 287             src_model="res.partner"/>
 288
 289      </data>
 290 </openerp>