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"/>
  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                     <span groups="base.group_user">
  94                         <button name="case_open" string="Open" type="object" class="oe_highlight"
  95                                 states="draft,pending" />
  96                         <button name="case_close" string="Done" type="object" class="oe_highlight"
  97                                 states="open,pending"/>
  98                         <button name="case_refuse" string="Refuse" type="object" class="oe_highlight"
  99                                 states="draft,open,pending"/>
 100                         <button name="stage_previous" string="Previous Stage" type="object"
 101                                 states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
 102                         <button name="stage_next" string="Next Stage" type="object"
 103                                 states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
 104                         <button name="case_reset" string="Reset to Draft" type="object"
 105                                 states="cancel,done"/>
 106                         <button name="case_cancel" string="Cancel" type="object"
 107                                 states="draft,open,pending"/>
 108                     </span>
 109                     <field name="stage_id" widget="statusbar"
 110                             on_change="onchange_stage_id(stage_id)"/>
 111                 </header>
 112                 <sheet string="Claims">
 113                     <group>
 114                         <field name="name"/>
 115                         <field name="date"/>
 116                     </group>
 117                     <group colspan="4" col="6">
 118                         <field name="user_id"/>
 119                         <field name="section_id" widget="selection"/>
 120                         <field name="state" groups="base.group_no_one"/>
 121                         <newline/>
 122                         <field name="priority" groups="base.group_user"/>
 123                         <field name="date_deadline"/>
 124                     </group>
 125                     <group colspan="4" col="4">
 126                         <notebook>
 127                             <page string="Claim Description">
 128                                 <group colspan="2" col="2" groups="base.group_user">
 129                                     <separator colspan="2" string="Claim Reporter"/>
 130                                     <field name="partner_id" string="Partner"
 131                                         on_change="onchange_partner_id(partner_id)"/>
 132                                     <field name="partner_phone"/>
 133                                     <field name="email_from" widget="email"/>
 134                                 </group>
 135                                 <group colspan="2" col="2">
 136                                     <separator colspan="2" string="Responsibilities"/>
 137                                     <field name="user_fault"/>
 138                                     <field name="categ_id" widget="selection"
 139                                         domain="[('object_id.model', '=', 'crm.claim')]"/>
 140                                     <field name="ref"/>
 141                                 </group>
 142                                 <separator colspan="4" string="Claim/Action Description"/>
 143                                 <field name="description" colspan="4" nolabel="1"/>
 144                             </page>
 145                             <page string="Follow Up">
 146                                 <group colspan="2" col="2">
 147                                     <separator colspan="2" string="Actions"/>
 148                                     <field name="date_action_next"/>
 149                                     <field name="action_next"/>
 150                                 </group>
 151                                 <group colspan="2" col="2" groups="base.group_no_one">
 152                                     <separator colspan="2" string="Dates"/>
 153                                     <field name="create_date"/>
 154                                     <field name="date_closed"/>
 155                                     <field name="write_date"/>
 156                                 </group>
 157
 158                                 <group colspan="2" col="2">
 159                                     <separator colspan="2" string="Root Causes"/>
 160                                     <field name="cause" colspan="2" nolabel="1"/>
 161                                 </group>
 162                                 <group colspan="2" col="2">
 163                                     <separator colspan="2" string="Resolution Actions"/>
 164                                     <field name="type_action"/>
 165                                     <field name="resolution" colspan="2" nolabel="1"/>
 166                                 </group>
 167                             </page>
 168                         </notebook>
 169                     </group>
 170                 </sheet>
 171                 <footer>
 172                     <field name="message_ids" colspan="4" widget="mail_thread" nolabel="1"/>
 173                 </footer>
 174                 </form>
 175             </field>
 176         </record>
 177
 178         <!-- Claim Calendar view -->
 179
 180         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 181             <field name="name">Claims Actions</field>
 182             <field name="model">crm.claim</field>
 183             <field name="type">calendar</field>
 184             <field name="priority" eval="2"/>
 185             <field name="arch" type="xml">
 186                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 187                     <field name="name"/>
 188                 </calendar>
 189             </field>
 190         </record>
 191
 192
 193         <!-- Crm claim Search view -->
 194
 195         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 196             <field name="name">CRM - Claims Search</field>
 197             <field name="model">crm.claim</field>
 198             <field name="type">search</field>
 199             <field name="arch" type="xml">
 200                 <search string="Search Claims">
 201                     <field name="name" string="Claims"/>
 202                     <separator orientation="vertical"/>
 203                     <filter icon="terp-check" string="New" name="current"
 204                         domain="[('state','=','draft')]"
 205                         help="New Claims"/>
 206                     <filter icon="terp-camera_test"
 207                         string="In Progress"
 208                         domain="[('state','=','open')]"
 209                         help="In Progress Claims"/>
 210                     <filter icon="terp-gtk-media-pause"
 211                         string="Pending"
 212                         domain="[('state','=','pending')]"/>
 213                     <filter string="Unassigned Claims"
 214                             icon="terp-personal-"
 215                             domain="[('user_id','=', False)]"
 216                             help="Unassigned Claims" />
 217                     <separator orientation="vertical"/>
 218                     <field name="partner_id"/>
 219                     <field name="user_id" widget="selection"/>
 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                 <xpath expr="//group[@string='Claim']" position="attributes">
 261                    <attribute name="invisible">False</attribute>
 262                 </xpath>
 263             </field>
 264         </record>
 265         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 266             <field name="name">res.partner.claim.info.form</field>
 267             <field name="model">res.partner</field>
 268             <field name="type">form</field>
 269             <field name="inherit_id" ref="base.view_partner_form"/>
 270             <field name="priority">20</field>
 271             <field name="arch" type="xml">
 272                 <data>
 273                     <xpath expr="//group[@string='Claim']" position="inside">
 274                         <field name="claims_ids" colspan="4" nolabel="1">
 275                             <tree string="Partners Claim" editable="bottom">
 276                                 <field name="name"/>
 277                             </tree>
 278                         </field>
 279                     </xpath>
 280                 </data>
 281             </field>
 282         </record>
 283
 284         <act_window
 285             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 286             id="act_claim_partner"
 287             name="Claims"
 288             view_mode="tree,form"
 289             res_model="crm.claim"
 290             src_model="res.partner"/>
 291
 292      </data>
 293 </openerp>