<data>
<menuitem id="menu_config_claim" name="Claim"
- groups="base.group_extended"
- parent="base.menu_base_config" sequence="6" />
+ groups="base.group_no_one"
+ parent="base.menu_base_config" sequence="55"/>
<!-- Claims categories -->
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
- <field name="context">{'object_id':'crm.claim'}</field>
+ <field name="context" eval="{'object_id': ref('model_crm_claim')}"/>
<field name="help">Create claim categories to better manage and classify your claims. Some example of claims can be: preventive action, corrective action.</field>
</record>
<menuitem action="crm_claim_categ_action" name="Categories"
- id="menu_crm_case_claim-act" parent="menu_config_claim" />
-
+ id="menu_crm_case_claim-act" parent="menu_config_claim" groups="base.group_no_one"/>
<!-- Claim Stages -->
+ <record id="crm_claim_stage_tree" model="ir.ui.view">
+ <field name="name">crm.claim.stage.tree</field>
+ <field name="model">crm.claim.stage</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Claim Stages">
+ <field name="sequence"/>
+ <field name="name"/>
+ <field name="state"/>
+ </tree>
+ </field>
+ </record>
+
+ <record id="crm_claim_stage_form" model="ir.ui.view">
+ <field name="name">crm.claim.stage.form</field>
+ <field name="model">crm.claim.stage</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Claim Stage">
+ <field name="name"/>
+ <field name="case_default"/>
+ <field name="sequence"/>
+ <field name="state"/>
+ <field name="case_refused"/>
+ <field name="fold"/>
+ </form>
+ </field>
+ </record>
+
<record id="crm_claim_stage_act" model="ir.actions.act_window">
<field name="name">Claim Stages</field>
- <field name="res_model">crm.case.stage</field>
+ <field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="domain">[('type', '=', 'claim')]</field>
- <field name="context">{'type':'claim'}</field>
+ <field name="view_id" ref="crm_claim_stage_tree"/>
<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>
</record>
-
- <menuitem action="crm_claim_stage_act" name="Stages"
- id="menu_crm_claim_stage_act" parent="menu_config_claim" />
<!-- Claims -->
<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)">
<field name="name"/>
<field name="partner_id"/>
- <field name="user_id" />
+ <field name="user_id"/>
<field name="date"/>
+ <field name="stage_id"/>
<field name="date_action_next"/>
<field name="action_next"/>
<field name="categ_id" string="Type" select="1"/>
- <field name="stage_id" invisible="1"/>
- <field name="state"/>
- <button name="case_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" />
- <button name="case_close" string="Close"
- states="open,draft,pending" type="object"
- icon="gtk-close" />
+ <field name="date_deadline" invisible="1"/>
+ <field name="date_closed" invisible="1"/>
+ <field name="state" groups="base.group_no_one"/>
+ <button name="case_open" string="Open" type="object"
+ states="draft,pending" icon="gtk-go-forward"/>
+ <button name="case_close" string="Done" type="object"
+ states="draft,open,pending" icon="gtk-close"/>
+ <button name="case_refuse" string="Refuse" type="object"
+ states="draft,open,pending" icon="gtk-cancel"/>
</tree>
</field>
</record>
<field name="model">crm.claim</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Claims">
+ <form layout="manual">
+ <div class="oe_form_topbar">
+ <button name="case_open" string="Open" type="object"
+ states="draft,pending"/>
+ <button name="case_close" string="Done" type="object"
+ states="open,pending"/>
+ <button name="case_refuse" string="Refuse" type="object"
+ states="draft,open,pending"/>
+ <button name="stage_previous" string="Previous Stage" type="object"
+ states="open,pending" icon="gtk-go-back" attrs="{'invisible': [('stage_id','=', False)]}"/>
+ <button name="stage_next" string="Next Stage" type="object"
+ states="open,pending" icon="gtk-go-forward" attrs="{'invisible': [('stage_id','=', False)]}"/>
+ <button name="case_reset" string="Reset to Draft" type="object"
+ states="cancel,done"/>
+ <button name="case_cancel" string="Cancel" type="object"
+ states="draft,open,pending"/>
+ <div class="oe_right">
+ <field name="stage_id" nolabel="1" widget="statusbar"
+ on_change="onchange_stage_id(stage_id)"/>
+ </div>
+ <div class="oe_clear"/>
+ </div>
+ <sheet string="Claims" layout="auto">
<group>
- <field name="name" />
+ <field name="name"/>
<field name="date"/>
-
-
</group>
-
<group colspan="4" col="6">
-
<field name="user_id"/>
- <field name="section_id" widget="selection" />
-
- <group colspan="2" col="4">
- <field name="stage_id" domain="[('type','=','claim'),('section_ids', '=', section_id)]"/>
- <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
- <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
- </group>
- <newline />
+ <field name="section_id" widget="selection"/>
+ <field name="state" groups="base.group_no_one"/>
+ <newline/>
<field name="priority"/>
<field name="date_deadline"/>
</group>
<group colspan="4" col="4">
<notebook>
<page string="Claim Description">
- <group colspan="2" col="2">
+ <group colspan="2" col="2" groups="base.group_user">
<separator colspan="2" string="Claim Reporter"/>
<field name="partner_id" string="Partner"
- on_change="onchange_partner_id(partner_id)" />
- <field name="partner_address_id" string="Contact"
- on_change="onchange_partner_address_id(partner_address_id, email_from)" />
+ on_change="onchange_partner_id(partner_id)"/>
<field name="partner_phone"/>
- <field name="email_from"/>
+ <field name="email_from" widget="email"/>
</group>
<group colspan="2" col="2">
<separator colspan="2" string="Responsibilities"/>
<field name="user_fault"/>
<field name="categ_id" widget="selection"
- domain="[('object_id.model', '=', 'crm.claim')]" />
+ domain="[('object_id.model', '=', 'crm.claim')]"/>
<field name="ref"/>
</group>
<separator colspan="4" string="Claim/Action Description"/>
<field name="description" colspan="4" nolabel="1"/>
- <separator colspan="4" string=""/>
- <group col="8" colspan="4">
- <field name="state" select="1"/>
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
- <button name="case_pending" string="Pending"
- states="draft,open" type="object"
- icon="gtk-media-pause" />
- <button name="case_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" />
- <button name="case_close" string="Done"
- states="open,pending" type="object"
- icon="gtk-jump-to" />
- <button name="case_reset"
- string="Reset to Draft" states="done,cancel"
- type="object" icon="gtk-convert" />
- </group>
</page>
<page string="Follow Up">
<group colspan="2" col="2">
<field name="date_action_next"/>
<field name="action_next"/>
</group>
- <group colspan="2" col="2">
+ <group colspan="2" col="2" groups="base.group_no_one">
<separator colspan="2" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="resolution" colspan="2" nolabel="1"/>
</group>
</page>
- <page string="History" groups="base.group_extended">
+ <page string="Communication & History">
<group colspan="4">
<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
</group>
- <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
<tree string="History">
<field name="display_text" string="History Information"/>
+ <field name="email_from" invisible="1"/>
<button
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
- icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
+ string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail.compose.message.mode':'reply'}"
+ icon="terp-mail-replied" type="action"/>
</tree>
- <form string="History">
- <group col="4" colspan="4">
- <field name="email_from"/>
- <field name="date"/>
- <field name="email_to" widget="char" size="512"/>
- <field name="email_cc" widget="char" size="512"/>
- <field name="name" colspan="4" widget="char" size="512"/>
- <field name="history" invisible="1"/>
- </group>
- <notebook colspan="4">
- <page string="Details">
- <group attrs="{'invisible': [('history', '!=', True)]}">
- <field name="description" colspan="4" nolabel="1" height="250"/>
- <button colspan="4"
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
- icon="terp-mail-replied" type="action" />
- </group>
- <group attrs="{'invisible': [('history', '=', True)]}">
- <field name="display_text" colspan="4" nolabel="1" height="250"/>
- </group>
- </page>
- <page string="Attachments">
- <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
- </page>
- </notebook>
- </form>
</field>
<button string="Add Internal Note"
name="%(crm.action_crm_add_note)d"
context="{'model': 'crm.lead' }"
- icon="terp-document-new" type="action" />
+ icon="terp-document-new" type="action"/>
<button string="Send New Email"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'new', 'model': 'crm.claim'}"
- icon="terp-mail-message-new" type="action" />
+ name="%(mail.action_email_compose_message_wizard)d"
+ icon="terp-mail-message-new" type="action"/>
</page>
</notebook>
</group>
+ </sheet>
</form>
</field>
</record>
</field>
</record>
- <!-- Claim Graph view -->
-
- <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
- <field name="name">CRM -Graph</field>
- <field name="model">crm.claim</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
- <field name="stage_id"/>
- <field name="planned_cost" operator="+"/>
- <field name="planned_revenue" operator="+"/>
- </graph>
- </field>
- </record>
<!-- Crm claim Search view -->
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
- <filter icon="terp-check" string="Current" name="current"
- domain="[('state','in',('draft', 'open'))]"
- separator="1" help="Draft and Open Claims" />
+ <filter icon="terp-check" string="New" name="current"
+ domain="[('state','=','draft')]"
+ help="New Claims"/>
<filter icon="terp-camera_test"
string="In Progress"
domain="[('state','=','open')]"
- separator="1" help="In Progress Claims"
- />
+ help="In Progress Claims"/>
<filter icon="terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
- separator="1" help="All pending Claims"
- />
+ help="All pending Claims"/>
<separator orientation="vertical"/>
- <field name="name" select='1'/>
- <field name="partner_id" select="1"/>
- <field name="user_id" select="1" widget="selection">
+ <field name="name"/>
+ <field name="partner_id"/>
+ <field name="user_id" widget="selection">
<filter icon="terp-personal-"
domain="[('user_id','=', False)]"
- help="Unassigned Claims" />
+ help="Unassigned Claims"/>
</field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"
domain="[]" help="Partner"
- context="{'group_by':'partner_id'}" />
+ context="{'group_by':'partner_id'}"/>
<filter string="Responsible" icon="terp-personal"
domain="[]" help="Responsible User"
- context="{'group_by':'user_id'}" />
+ context="{'group_by':'user_id'}"/>
<separator orientation="vertical"/>
<filter string="Stage" icon="terp-stage"
- domain="[]" context="{'group_by':'stage_id'}" />
+ domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Type" icon="terp-stock_symbol-selection"
- domain="[]" context="{'group_by':'categ_id'}" />
- <filter string="State"
+ domain="[]" context="{'group_by':'categ_id'}"/>
+ <filter string="Status"
icon="terp-stock_effects-object-colorize"
- domain="[]" context="{'group_by':'state'}" />
+ domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
<separator orientation="vertical"/>
<filter string="Claim Date" icon="terp-go-month"
domain="[]" help="Claim Date"
- context="{'group_by':'date'}" />
+ context="{'group_by':'date'}"/>
<filter string="Deadline" icon="terp-go-month"
domain="[]"
- context="{'group_by':'date_deadline'}" />
+ context="{'group_by':'date_deadline'}"/>
<filter string="Closure" icon="terp-go-month"
domain="[]" help="Date Closed"
- context="{'group_by':'date_closed'}" />
+ context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
</group>
</search>
</field>
</record>
+ <record id="base.view_crm_partner_info_History1" model="ir.ui.view">
+ <field name="name">res.partner.crm.history.inherit1</field>
+ <field name="model">res.partner</field>
+ <field name="type">form</field>
+ <field name="inherit_id" ref="base.view_partner_form"/>
+ <field name="arch" type="xml">
+ <xpath expr="/form/notebook/page[@string='History']" position="attributes">
+ <attribute name="invisible">False</attribute>
+ </xpath>
+ </field>
+ </record>
+ <record id="view_claim_partner_info_form1" model="ir.ui.view">
+ <field name="name">res.partner.claim.info.form</field>
+ <field name="model">res.partner</field>
+ <field name="type">form</field>
+ <field name="inherit_id" ref="base.view_partner_form"/>
+ <field name="priority">20</field>
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr="/form/notebook/page[@string='History']" position="inside">
+ <field name="claims_ids" colspan="4" nolabel="1">
+ <tree string="Partners Claim" editable="bottom">
+ <field name="name"/>
+ </tree>
+ </field>
+ </xpath>
+ </data>
+ </field>
+ </record>
+
<act_window
- context="{'search_default_partner_id': [active_id]}"
+ context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
id="act_claim_partner"
- name="Report a Claim"
- view_mode="form,tree"
+ name="Claims"
+ view_mode="tree,form"
res_model="crm.claim"
src_model="res.partner"/>
-
- <act_window
- domain="[('partner_address_id', '=', active_id)]"
- context="{'default_partner_id': partner_id}"
- id="act_claim_partner_address"
- name="Report a Claim"
- view_mode="form,tree"
- res_model="crm.claim"
- src_model="res.partner.address"/>
-
</data>
</openerp>