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                     <button name="case_open" string="Open" type="object"
  83                         states="draft,pending" icon="gtk-go-forward"/>
  84                     <button name="case_close" string="Done" type="object"
  85                         states="draft,open,pending" icon="gtk-close"/>
  86                     <button name="case_refuse" string="Refuse" type="object"
  87                         states="draft,open,pending" icon="gtk-cancel"/>
  88                 </tree>
  89             </field>
  90         </record>
  91
  92         <record model="ir.ui.view" id="crm_case_claims_form_view">
  93             <field name="name">CRM - Claims Form</field>
  94             <field name="model">crm.claim</field>
  95             <field name="type">form</field>
  96             <field name="arch" type="xml">
  97                 <form layout="manual">
  98                 <div class="oe_form_topbar">
  99                     <button name="case_open" string="Open" type="object"
 100                             states="draft,pending"/>
 101                     <button name="case_close" string="Done" type="object"
 102                             states="open,pending"/>
 103                     <button name="case_refuse" string="Refuse" type="object"
 104                             states="draft,open,pending"/>
 105                     <button name="stage_previous" string="Previous Stage" type="object"
 106                             states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
 107                     <button name="stage_next" string="Next Stage" type="object"
 108                             states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
 109                     <button name="case_reset" string="Reset to Draft" type="object"
 110                             states="cancel,done"/>
 111                     <button name="case_cancel" string="Cancel" type="object"
 112                             states="draft,open,pending"/>
 113                     <div class="oe_right">
 114                         <field name="stage_id" nolabel="1" widget="statusbar"
 115                             on_change="onchange_stage_id(stage_id)"/>
 116                     </div>
 117                     <div class="oe_clear"/>
 118                 </div>
 119                 <sheet string="Claims" layout="auto">
 120                     <group>
 121                         <field name="name"/>
 122                         <field name="date"/>
 123                     </group>
 124                     <group colspan="4" col="6">
 125                         <field name="user_id"/>
 126                         <field name="section_id" widget="selection"/>
 127                         <field name="state" groups="base.group_no_one"/>
 128                         <newline/>
 129                         <field name="priority"/>
 130                         <field name="date_deadline"/>
 131                     </group>
 132                     <group colspan="4" col="4">
 133                         <notebook>
 134                             <page string="Claim Description">
 135                                 <group colspan="2" col="2" groups="base.group_user">
 136                                     <separator colspan="2" string="Claim Reporter"/>
 137                                     <field name="partner_id" string="Partner"
 138                                         on_change="onchange_partner_id(partner_id)"/>
 139                                     <field name="partner_phone"/>
 140                                     <field name="email_from" widget="email"/>
 141                                 </group>
 142                                 <group colspan="2" col="2">
 143                                     <separator colspan="2" string="Responsibilities"/>
 144                                     <field name="user_fault"/>
 145                                     <field name="categ_id" widget="selection"
 146                                         domain="[('object_id.model', '=', 'crm.claim')]"/>
 147                                     <field name="ref"/>
 148                                 </group>
 149                                 <separator colspan="4" string="Claim/Action Description"/>
 150                                 <field name="description" colspan="4" nolabel="1"/>
 151                             </page>
 152                             <page string="Follow Up">
 153                                 <group colspan="2" col="2">
 154                                     <separator colspan="2" string="Actions"/>
 155                                     <field name="date_action_next"/>
 156                                     <field name="action_next"/>
 157                                 </group>
 158                                 <group colspan="2" col="2" groups="base.group_no_one">
 159                                     <separator colspan="2" string="Dates"/>
 160                                     <field name="create_date"/>
 161                                     <field name="date_closed"/>
 162                                     <field name="write_date"/>
 163                                 </group>
 164
 165                                 <group colspan="2" col="2">
 166                                     <separator colspan="2" string="Root Causes"/>
 167                                     <field name="cause" colspan="2" nolabel="1"/>
 168                                 </group>
 169                                 <group colspan="2" col="2">
 170                                     <separator colspan="2" string="Resolution Actions"/>
 171                                     <field name="type_action"/>
 172                                     <field name="resolution" colspan="2" nolabel="1"/>
 173                                 </group>
 174                             </page>
 175                             <page string="Communication &amp; History">
 176                                 <group colspan="4">
 177                                     <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 178                                 </group>
 179                                 <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
 180                                     <tree string="History">
 181                                         <field name="display_text" string="History Information"/>
 182                                         <field name="email_from" invisible="1"/>
 183                                         <button
 184                                             string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 185                                             name="%(mail.action_email_compose_message_wizard)d"
 186                                             context="{'mail.compose.message.mode':'reply'}"
 187                                             icon="terp-mail-replied" type="action"/>
 188                                     </tree>
 189                                 </field>
 190                                 <button string="Add Internal Note"
 191                                     name="%(crm.action_crm_add_note)d"
 192                                     context="{'model': 'crm.lead' }"
 193                                     icon="terp-document-new" type="action"/>
 194                                 <button string="Send New Email"
 195                                     name="%(mail.action_email_compose_message_wizard)d"
 196                                     icon="terp-mail-message-new" type="action"/>
 197                             </page>
 198                         </notebook>
 199                     </group>
 200                 </sheet>
 201                 </form>
 202             </field>
 203         </record>
 204
 205         <!-- Claim Calendar view -->
 206
 207         <record model="ir.ui.view" id="crm_case_claims_calendar_view">
 208             <field name="name">Claims Actions</field>
 209             <field name="model">crm.claim</field>
 210             <field name="type">calendar</field>
 211             <field name="priority" eval="2"/>
 212             <field name="arch" type="xml">
 213                 <calendar string="Claims" date_start="date_action_next" color="user_id">
 214                     <field name="name"/>
 215                 </calendar>
 216             </field>
 217         </record>
 218
 219
 220         <!-- Crm claim Search view -->
 221
 222         <record id="view_crm_case_claims_filter" model="ir.ui.view">
 223             <field name="name">CRM - Claims Search</field>
 224             <field name="model">crm.claim</field>
 225             <field name="type">search</field>
 226             <field name="arch" type="xml">
 227                 <search string="Search Claims">
 228                     <filter icon="terp-check" string="New" name="current"
 229                         domain="[('state','=','draft')]"
 230                         help="New Claims"/>
 231                     <filter icon="terp-camera_test"
 232                         string="In Progress"
 233                         domain="[('state','=','open')]"
 234                         help="In Progress Claims"/>
 235                     <filter icon="terp-gtk-media-pause"
 236                         string="Pending"
 237                         domain="[('state','=','pending')]"
 238                         help="All pending Claims"/>
 239                     <separator orientation="vertical"/>
 240                     <field name="name"/>
 241                     <field name="partner_id"/>
 242                     <field name="user_id" widget="selection">
 243                             <filter icon="terp-personal-"
 244                                 domain="[('user_id','=', False)]"
 245                                 help="Unassigned Claims"/>
 246                     </field>
 247                     <newline/>
 248                     <group expand="0" string="Group By...">
 249                         <filter string="Partner" icon="terp-partner"
 250                             domain="[]" help="Partner"
 251                             context="{'group_by':'partner_id'}"/>
 252                         <filter string="Responsible" icon="terp-personal"
 253                             domain="[]" help="Responsible User"
 254                             context="{'group_by':'user_id'}"/>
 255                         <separator orientation="vertical"/>
 256                         <filter string="Stage" icon="terp-stage"
 257                             domain="[]" context="{'group_by':'stage_id'}"/>
 258                         <filter string="Type" icon="terp-stock_symbol-selection"
 259                             domain="[]" context="{'group_by':'categ_id'}"/>
 260                         <filter string="Status"
 261                             icon="terp-stock_effects-object-colorize"
 262                             domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 263                         <separator orientation="vertical"/>
 264                         <filter string="Claim Date" icon="terp-go-month"
 265                             domain="[]" help="Claim Date"
 266                             context="{'group_by':'date'}"/>
 267                         <filter string="Deadline" icon="terp-go-month"
 268                             domain="[]"
 269                             context="{'group_by':'date_deadline'}"/>
 270                         <filter string="Closure" icon="terp-go-month"
 271                             domain="[]" help="Date Closed"
 272                             context="{'group_by':'date_closed'}"  groups="base.group_no_one"/>
 273                     </group>
 274                 </search>
 275             </field>
 276         </record>
 277
 278         <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
 279             <field name="name">res.partner.crm.history.inherit1</field>
 280             <field name="model">res.partner</field>
 281             <field name="type">form</field>
 282             <field name="inherit_id" ref="base.view_partner_form"/>
 283             <field name="arch" type="xml">
 284                 <xpath expr="/form/notebook/page[@string='History']" position="attributes">
 285                     <attribute name="invisible">False</attribute>
 286                 </xpath>
 287             </field>
 288         </record>
 289         <record id="view_claim_partner_info_form1" model="ir.ui.view">
 290             <field name="name">res.partner.claim.info.form</field>
 291             <field name="model">res.partner</field>
 292             <field name="type">form</field>
 293             <field name="inherit_id" ref="base.view_partner_form"/>
 294             <field name="priority">20</field>
 295             <field name="arch" type="xml">
 296                 <data>
 297                     <xpath expr="/form/notebook/page[@string='History']" position="inside">
 298                         <field name="claims_ids" colspan="4" nolabel="1">
 299                             <tree string="Partners Claim" editable="bottom">
 300                                 <field name="name"/>
 301                             </tree>
 302                         </field>
 303                     </xpath>
 304                 </data>
 305             </field>
 306         </record>
 307
 308         <act_window
 309             context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
 310             id="act_claim_partner"
 311             name="Claims"
 312             view_mode="tree,form"
 313             res_model="crm.claim"
 314             src_model="res.partner"/>
 315
 316      </data>
 317 </openerp>