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