addons/crm_claim/crm_claim_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <!-- Claims categories  -->
   6
   7     <record id="crm_claim_categ_action" model="ir.actions.act_window">
   8         <field name="name">Claim Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11         <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  13         <field name="context">{'object_id':'crm.claim'}</field>
  14     </record>
  15
  16     <menuitem action="crm_claim_categ_action"
  17         id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ" />
  18
  19     <!-- Claim Stages -->
  20
  21     <record id="crm_claim_stage_act" model="ir.actions.act_window">
  22         <field name="name">Claim Stages</field>
  23         <field name="res_model">crm.case.stage</field>
  24         <field name="view_type">form</field>
  25         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  26         <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  27         <field name="context">{'object_id':'crm.claim'}</field>
  28     </record>
  29
  30     <menuitem action="crm_claim_stage_act"
  31             id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage" />
  32
  33     <!-- Claim Resource Type -->
  34
  35     <record id="crm_claim_resource_act" model="ir.actions.act_window">
  36         <field name="name">Claim Resource Type</field>
  37         <field name="res_model">crm.case.resource.type</field>
  38         <field name="view_type">form</field>
  39         <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  40         <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
  41         <field name="context">{'object_id':'crm.claim'}</field>
  42     </record>
  43
  44     <menuitem action="crm_claim_resource_act"
  45             id="menu_crm_claim_stage_act"
  46             parent="crm.menu_crm_case_resource_type" />
  47
  48         <!-- Claims    -->
  49
  50     <record model="ir.ui.view" id="crm_case_claims_tree_view">
  51         <field name="name">CRM - Claims Tree</field>
  52         <field name="model">crm.claim</field>
  53         <field name="type">tree</field>
  54         <field name="arch" type="xml">
  55             <tree string="Claims" colors="blue:state=='pending';black:state=='open';grey:state in ('close', 'cancel')">
  56                 <field name="id"/>
  57                 <field name="name"/>
  58                 <field name="partner_id"/>
  59                 <field name="user_id" />
  60                 <field name="section_id"/>
  61                 <field name="date" string="Claim Date"/>
  62                 <field name="date_deadline" string="Deadline"/>
  63                 <field name="date_closed" string="Closure Date"/>
  64                 <field name="categ_id" string="Type" select="1"/>
  65                 <field name="state"/>
  66                 <button name="case_open" string="Open"
  67                     states="draft,pending" type="object"
  68                     icon="gtk-go-forward" />
  69                 <button name="case_pending" string="Pending"
  70                     states="draft,open" type="object"
  71                     icon="gtk-media-pause" />
  72                 <button name="case_close" string="Close"
  73                     states="open,draft,pending" type="object"
  74                     icon="gtk-close" />
  75                 <button name="case_cancel" string="Cancel"
  76                     states="draft,open,pending" type="object"
  77                     icon="gtk-cancel" />
  78                 <button name="case_reset" string="Reset to Draft"
  79                     states="done,cancel" type="object" icon="gtk-convert" />
  80             </tree>
  81         </field>
  82     </record>
  83
  84     <record model="ir.ui.view" id="crm_case_claims_form_view">
  85         <field name="name">CRM - Claims Form</field>
  86         <field name="model">crm.claim</field>
  87         <field name="type">form</field>
  88         <field name="arch" type="xml">
  89             <form string="Claims">
  90                 <group colspan="4" col="4">
  91                     <field name="name"/>
  92                     <field name="date" string="Date of Claim"/>
  93                     <field name="date_deadline" string="Deadline"/>
  94                 </group>
  95                 <group colspan="4" col="4">
  96
  97                 <notebook>
  98                 <page string="Claim Info">
  99                     <separator colspan="4" string="Communication"/>
 100                     <group colspan="4" col="4">
 101                         <field name="partner_id" string="Partner"
 102                             on_change="onchange_partner_id(partner_id)" />
 103                         <field name="partner_address_id" string="Contact"
 104                             on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 105                         <field name="partner_phone"/>
 106                         <field name="partner_mobile"/>
 107                         <field name="email_from"/>
 108                     </group>
 109                     <separator colspan="4" string="Status and Categorization"/>
 110                     <group colspan="4" col="6">
 111                         <field name="user_id" string="Responsible"/>
 112                         <field name="section_id" widget="selection"/>
 113                         <label string="Stage: " align="1.0"/>
 114                         <group colspan="1" col="2">
 115                             <field name="stage_id" select="1" nolabel="1"/>
 116                             <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 117                         </group>
 118                         <field name="categ_id" select="1" widget="selection"
 119                             domain="[('object_id.model', '=', 'crm.claim')]" />
 120                         <field name="type_id" string="Type of Action" select="1"
 121                             domain="[('object_id.model', '=', 'crm.claim')]" />
 122                         <field name="priority"/>
 123                     </group>
 124                     <separator colspan="4" string="References"/>
 125                     <group colspan="4" col="4">
 126                         <field name="ref"/>
 127                         <field name="ref2"/>
 128                     </group>
 129                     <separator colspan="4" string="Claim/Action Description"/>
 130                     <field name="description" colspan="4" nolabel="1"/>
 131                     <separator colspan="4" string=""/>
 132                     <group col="8" colspan="4">
 133                         <field name="state" select="1"/>
 134                         <button name="case_close" string="Done"
 135                             states="open,draft,pending" type="object"
 136                             icon="gtk-jump-to" />
 137                         <button name="case_open" string="Open"
 138                             states="draft,pending" type="object"
 139                             icon="gtk-go-forward" />
 140                         <button name="case_cancel" string="Cancel"
 141                             states="draft,open,pending" type="object"
 142                             icon="gtk-cancel" />
 143                         <button name="case_pending" string="Pending"
 144                             states="draft,open" type="object"
 145                             icon="gtk-media-pause" />
 146                         <button name="case_reset"
 147                             string="Reset to Draft" states="done,cancel"
 148                             type="object" icon="gtk-convert" />
 149                     </group>
 150                 </page>
 151                 <page string="History" groups="base.group_extended">
 152                     <field name="id" select="1"/>
 153                     <field name="active"/>
 154                     <field name="canal_id"/>
 155                     <field name="som"/>
 156                     <separator colspan="4" string="Dates"/>
 157                     <field name="create_date"/>
 158                     <field name="date_closed"/>
 159                     <field name="log_ids" nolabel="1" colspan="4">
 160                         <tree string="Logs">
 161                             <field name="name" colspan="4"/>
 162                             <field name="date"/>
 163                             <field name="user_id"/>
 164                         </tree>
 165                         <form string="Logs">
 166                             <separator string="Action Information" colspan="4"/>
 167                             <field name="name" colspan="4"/>
 168                             <field name="date"/>
 169                             <field name="user_id"/>
 170                         </form>
 171                     </field>
 172                 </page>
 173                 <page string="Emails" groups="base.group_extended">
 174                    <group colspan="4">
 175                        <field colspan="4" name="email_cc" string="CC"/>
 176                    </group>
 177                     <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
 178                         <form string="Communication history">
 179                             <group col="6" colspan="4">
 180                                 <field name="date"/>
 181                                 <field name="email_to"/>
 182                                 <field name="email_from"/>
 183                                                         </group>
 184                                    <newline/>
 185                                    <field name="description" colspan="4" nolabel="1"/>
 186                                    <button colspan="4"
 187                                        string="Reply to Last Email"
 188                                        name="%(crm.action_crm_send_mail)d"
 189                                        context="{'mail':'reply', 'model': 'crm.claim'}"
 190                                        icon="gtk-undo" type="action" />
 191                                </form>
 192                                <tree string="Communication history">
 193                                    <field name="description"/>
 194                                    <field name="email_to"/>
 195                                    <field name="date"/>
 196                                </tree>
 197                            </field>
 198                            <button colspan="4" string="Send New Email"
 199                                name="%(crm.action_crm_send_mail)d"
 200                                context="{'mail':'new', 'model': 'crm.claim'}"
 201                                icon="gtk-go-forward" type="action" />
 202                  </page>
 203                 </notebook>
 204
 205                 </group>
 206             </form>
 207         </field>
 208     </record>
 209
 210     <!-- Claim Calendar view -->
 211
 212     <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 213         <field name="name">CRM - Claims Calendar</field>
 214         <field name="model">crm.claim</field>
 215         <field name="type">calendar</field>
 216         <field name="priority" eval="2"/>
 217         <field name="arch" type="xml">
 218             <calendar string="Claims" date_start="date" color="user_id">
 219                 <field name="name"/>
 220                 <field name="partner_name"/>
 221                 <field name="categ_id"/>
 222             </calendar>
 223         </field>
 224     </record>
 225
 226     <!-- Claim Graph view -->
 227
 228     <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
 229         <field name="name">CRM -Graph</field>
 230         <field name="model">crm.claim</field>
 231         <field name="type">graph</field>
 232         <field name="arch" type="xml">
 233             <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
 234                 <field name="stage_id"/>
 235                 <field name="planned_cost" operator="+"/>
 236                 <field name="planned_revenue" operator="+"/>
 237             </graph>
 238         </field>
 239     </record>
 240
 241     <!-- Crm claim Search view -->
 242
 243     <record id="view_crm_case_claims_filter" model="ir.ui.view">
 244             <field name="name">CRM - Claims Search</field>
 245             <field name="model">crm.claim</field>
 246             <field name="type">search</field>
 247             <field name="arch" type="xml">
 248                 <search string="Search Claims">
 249                    <filter icon="gtk-new" string="Current" name="current"
 250                        domain="[('state','in',('draft', 'open'))]"
 251                        separator="1" help="Current Claims" default="1"
 252                    />
 253                    <filter icon="gtk-execute"
 254                        string="In Progress"
 255                        domain="[('state','=','open')]"
 256                        separator="1" help="In Progress Claims"
 257                    />
 258                    <filter icon="gtk-media-pause"
 259                        string="Pending"
 260                        domain="[('state','=','pending')]"
 261                        separator="1" help="All pending Claims"
 262                    />
 263                    <separator orientation="vertical"/>
 264                    <field name="name" select='1'/>
 265                    <field name="partner_id" select="1"/>
 266                    <field name="user_id" select="1" widget="selection">
 267                            <filter icon="terp-partner"
 268                                domain="[('user_id','=', False)]"
 269                                help="Unassigned Claims" />
 270                    </field>
 271                    <field name="section_id" select="1"
 272                        widget="selection"/>
 273                    <newline/>
 274                    <group expand="1" string="Group By..." colspan="10" col="20">
 275                        <filter string="Deadline" icon="terp-crm"
 276                            domain="[]"
 277                            context="{'group_by':'date_deadline'}" />
 278                        <filter string="Closure" icon="terp-crm"
 279                            domain="[]"
 280                            context="{'group_by':'date_closed'}" />
 281                    </group>
 282                </search>
 283            </field>
 284         </record>
 285
 286      </data>
 287 </openerp>