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" />
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 < current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline < current_date)">
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"/>
56 <button name="case_cancel" string="Cancel"
57 states="draft,open,pending" type="object"
59 <button name="case_open" string="Open"
60 states="draft,pending" type="object"
61 icon="gtk-go-forward" />
62 <button name="case_pending" string="Pending"
63 states="draft,open" type="object"
64 icon="gtk-media-pause" />
65 <button name="case_close" string="Close"
66 states="open,draft,pending" type="object"
68 <button name="case_reset" string="Reset to Draft"
69 states="done,cancel" type="object" icon="gtk-convert" />
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">
81 <group colspan="4" col="4">
82 <group colspan="1" col="2">
85 <group colspan="1" col="2">
86 <field name="date" string="Date of Claim"/>
88 <group colspan="1" col="2">
89 <field name="date_deadline" string="Deadline"/><newline/>
92 <group colspan="4" col="4">
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"/>
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 <group colspan="2" col="4">
111 <field name="stage_id"
112 on_change="onchange_stage_id(stage_id)"
113 domain="[('object_id.model', '=', 'crm.claim'), ('section_ids', '=', section_id)]" />
114 <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
115 <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
117 <field name="categ_id" select="1" widget="selection"
118 domain="[('object_id.model', '=', 'crm.claim')]" />
119 <field name="type_action" select="1"/>
120 <field name="priority"/>
122 <separator colspan="4" string="References"/>
123 <group colspan="4" col="4">
127 <separator colspan="4" string="Claim/Action Description"/>
128 <field name="description" colspan="4" nolabel="1"/>
129 <separator colspan="4" string=""/>
130 <group col="8" colspan="4">
131 <field name="state" select="1"/>
132 <button name="case_cancel" string="Cancel"
133 states="draft,open,pending" type="object"
135 <button name="case_open" string="Open"
136 states="draft,pending" type="object"
137 icon="gtk-go-forward" />
138 <button name="case_pending" string="Pending"
139 states="draft,open" type="object"
140 icon="gtk-media-pause" />
141 <button name="case_close" string="Done"
142 states="open,draft,pending" type="object"
143 icon="gtk-jump-to" />
144 <button name="case_reset"
145 string="Reset to Draft" states="done,cancel"
146 type="object" icon="gtk-convert" />
149 <page string="History" groups="base.group_extended">
151 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
153 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
154 <tree string="History">
155 <field name="display_text" string="History Information"/>
158 name="%(crm.action_crm_send_mail)d"
159 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
160 icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
162 <form string="History">
163 <group col="4" colspan="4">
164 <field name="email_from"/>
166 <field name="email_to" widget="char" size="512"/>
167 <field name="email_cc" widget="char" size="512"/>
168 <field name="name" colspan="4" widget="char" size="512"/>
169 <field name="history" invisible="1"/>
171 <notebook colspan="4">
172 <page string="Details">
173 <group attrs="{'invisible': [('history', '!=', True)]}">
174 <field name="description" colspan="4" nolabel="1" height="250"/>
177 name="%(crm.action_crm_send_mail)d"
178 context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
179 icon="terp-mail-replied" type="action" />
181 <group attrs="{'invisible': [('history', '=', True)]}">
182 <field name="display_text" colspan="4" nolabel="1" height="250"/>
185 <page string="Attachments">
186 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
191 <button string="Add Internal Note"
192 name="%(crm.action_crm_add_note)d"
193 context="{'model': 'crm.lead' }"
194 icon="terp-document-new" type="action" />
195 <button string="Send New Email"
196 name="%(crm.action_crm_send_mail)d"
197 context="{'mail':'new', 'model': 'crm.claim'}"
198 icon="terp-mail-message-new" type="action" />
200 <page string="Extra Info" groups="base.group_extended">
201 <field name="id" select="1"/>
202 <field name="active"/>
203 <field name="canal_id"/>
204 <separator colspan="4" string="Dates"/>
205 <field name="create_date"/>
206 <field name="date_closed"/>
214 <!-- Claim Calendar view -->
216 <record model="ir.ui.view" id="crm_case_claims_calendar_view">
217 <field name="name">CRM - Claims Calendar</field>
218 <field name="model">crm.claim</field>
219 <field name="type">calendar</field>
220 <field name="priority" eval="2"/>
221 <field name="arch" type="xml">
222 <calendar string="Claims" date_start="date" color="user_id">
224 <field name="partner_name"/>
225 <field name="categ_id"/>
230 <!-- Claim Graph view -->
232 <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
233 <field name="name">CRM -Graph</field>
234 <field name="model">crm.claim</field>
235 <field name="type">graph</field>
236 <field name="arch" type="xml">
237 <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
238 <field name="stage_id"/>
239 <field name="planned_cost" operator="+"/>
240 <field name="planned_revenue" operator="+"/>
245 <!-- Crm claim Search view -->
247 <record id="view_crm_case_claims_filter" model="ir.ui.view">
248 <field name="name">CRM - Claims Search</field>
249 <field name="model">crm.claim</field>
250 <field name="type">search</field>
251 <field name="arch" type="xml">
252 <search string="Search Claims">
253 <filter icon="terp-check" string="Current" name="current"
254 domain="[('state','in',('draft', 'open'))]"
255 separator="1" help="Draft and Open Claims" default="1"
257 <filter icon="terp-camera_test"
259 domain="[('state','=','open')]"
260 separator="1" help="In Progress Claims"
262 <filter icon="terp-gtk-media-pause"
264 domain="[('state','=','pending')]"
265 separator="1" help="All pending Claims"
267 <separator orientation="vertical"/>
268 <field name="name" select='1'/>
269 <field name="partner_id" select="1"/>
270 <field name="user_id" select="1" widget="selection">
271 <filter icon="terp-personal-"
272 domain="[('user_id','=', False)]"
273 help="Unassigned Claims" />
275 <field name="section_id" select="1"
277 <filter icon="terp-personal+" groups="base.group_extended"
278 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
279 help="My Sales Team(s)" />
282 <group expand="0" string="Group By...">
283 <filter string="Partner" icon="terp-partner"
284 domain="[]" help="Partner"
285 context="{'group_by':'partner_id'}" />
286 <filter string="Responsible" icon="terp-personal"
287 domain="[]" help="Responsible User"
288 context="{'group_by':'user_id'}" />
289 <filter string="Sales Team" icon="terp-personal+"
290 domain="[]" help="Sales Team"
291 context="{'group_by':'section_id'}" />
292 <separator orientation="vertical"/>
293 <filter string="Stage" icon="terp-stage"
294 domain="[]" context="{'group_by':'stage_id'}" />
295 <filter string="Type" icon="terp-stock_symbol-selection"
296 domain="[]" context="{'group_by':'categ_id'}" />
297 <filter string="State"
298 icon="terp-stock_effects-object-colorize"
299 domain="[]" context="{'group_by':'state'}" />
300 <separator orientation="vertical"/>
301 <filter string="Claim Date" icon="terp-go-month"
302 domain="[]" help="Claim Date"
303 context="{'group_by':'date'}" />
304 <filter string="Deadline" icon="terp-go-month"
306 context="{'group_by':'date_deadline'}" />
307 <filter string="Closure" icon="terp-go-month"
308 domain="[]" help="Date Closed"
309 context="{'group_by':'date_closed'}" />
316 context="{'search_default_partner_id': [active_id]}"
317 id="act_claim_partner"
318 name="Report a Claim"
319 view_mode="form,tree"
320 res_model="crm.claim"
321 src_model="res.partner"/>
325 domain="[('partner_address_id', '=', active_id)]"
326 context="{'default_partner_address_id': active_id}"
327 id="act_claim_partner_address"
328 name="Report a Claim"
329 view_mode="form,tree"
330 res_model="crm.claim"
331 src_model="res.partner.address"/>