<data>
<menuitem id="menu_config_claim" name="Claim"
- groups="base.group_extended,base.group_system"
+ groups="base.group_extended"
parent="base.menu_base_config" sequence="6" />
<!-- Claims categories -->
<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="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" />
+ <!-- Claim Stage Search view -->
+
+ <record id="claim_stage_search" model="ir.ui.view">
+ <field name="name">Claim Stage - Search</field>
+ <field name="model">crm.case.stage</field>
+ <field name="type">search</field>
+ <field name="inherit_id" ref="crm.crm_lead_stage_search"/>
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr="//field[@name='name']" position="before">
+ <filter icon="terp-personal-" name="claim"
+ string="Claim" domain="[('type', '=', 'claim')]" context="{'type' : 'claim'}"/>
+ </xpath>
+ </data>
+ </field>
+ </record>
<!-- Claim Stages -->
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
- <field name="context">{'object_id':'crm.claim'}</field>
+ <field name="search_view_id" ref="claim_stage_search"/>
+ <field name="context">{'search_default_claim':1}</field>
+ <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"
<field name="model">crm.claim</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Claims" colors="blue:state=='pending';black:state=='open';gray:state in ('close', 'cancel');red:date_deadline and (date_deadline < current_date)">
+ <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="section_id"/>
- <field name="date" string="Claim Date"/>
- <field name="date_deadline" string="Deadline"/>
- <field name="date_closed" string="Closure Date"/>
+ <field name="date"/>
+ <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="date_deadline" invisible="1"/>
+ <field name="date_closed" invisible="1"/>
<field name="state"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
- <button name="case_pending" string="Pending"
- states="draft,open" type="object"
- icon="gtk-media-pause" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
- <button name="case_reset" string="Reset to Draft"
- states="done,cancel" type="object" icon="gtk-convert" />
</tree>
</field>
</record>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
+ <group>
+ <field name="name" />
+ <field name="date"/>
- <group colspan="4" col="4">
- <group colspan="1" col="2">
- <field name="name" />
- </group>
- <group colspan="1" col="2">
- <field name="date" string="Date of Claim"/>
- </group>
- <group colspan="1" col="2">
- <field name="date_deadline" string="Deadline"/><newline/>
+
+ </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')]"/>
+ <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="priority"/>
+ <field name="date_deadline"/>
</group>
<group colspan="4" col="4">
-
<notebook>
- <page string="Claim Info">
- <separator colspan="4" string="Communication"/>
- <group colspan="4" col="4">
+ <page string="Claim Description">
+ <group colspan="2" col="2">
+ <separator colspan="2" string="Claim Reporter"/>
<field name="partner_id" string="Partner"
- on_change="onchange_partner_id(partner_id)" />
+ 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_address_id(partner_address_id, email_from)" />
<field name="partner_phone"/>
- <field name="partner_mobile"/>
<field name="email_from"/>
</group>
- <separator colspan="4" string="Status and Categorization"/>
- <group colspan="4" col="6">
- <field name="user_id" string="Responsible"/>
- <field name="section_id" widget="selection"/>
- <label string="Stage: " align="1.0"/>
- <group colspan="1" col="3">
- <field name="stage_id" nolabel="1"
- on_change="onchange_stage_id(stage_id)"
- domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.claim')]" />
- <button name="stage_previous" string="" type="object" icon="gtk-go-back" />
- <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
- </group>
- <field name="categ_id" select="1" widget="selection"
- domain="[('object_id.model', '=', 'crm.claim')]" />
- <field name="type_id" string="Type of Action" select="1"
- domain="[('object_id.model', '=', 'crm.claim')]" />
- <field name="priority"/>
- </group>
- <separator colspan="4" string="References"/>
- <group colspan="4" col="4">
+ <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')]" />
<field name="ref"/>
- <field name="ref2"/>
</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_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" />
+ <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" />
+ 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,draft,pending" type="object"
- icon="gtk-jump-to" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
+ 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" />
+ string="Reset to Draft" states="done,cancel"
+ type="object" icon="gtk-convert" />
</group>
</page>
- <page string="History" groups="base.group_extended">
+ <page string="Follow Up">
+ <group colspan="2" col="2">
+ <separator colspan="2" string="Actions"/>
+ <field name="date_action_next"/>
+ <field name="action_next"/>
+ </group>
+ <group colspan="2" col="2">
+ <separator colspan="2" string="Dates"/>
+ <field name="create_date"/>
+ <field name="date_closed"/>
+ <field name="write_date"/>
+ </group>
+
+ <group colspan="2" col="2">
+ <separator colspan="2" string="Root Causes"/>
+ <field name="cause" colspan="2" nolabel="1"/>
+ </group>
+ <group colspan="2" col="2">
+ <separator colspan="2" string="Resolution Actions"/>
+ <field name="type_action"/>
+ <field name="resolution" colspan="2" nolabel="1"/>
+ </group>
+ </page>
+ <page string="Communication & History" groups="base.group_extended">
<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,form" readonly="1">
<tree string="History">
<field name="display_text" string="History Information"/>
+ <field name="history" 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)]}" />
</tree>
- <form string="History">
+ <form string="Communication & History">
<group col="4" colspan="4">
<field name="email_from"/>
<field name="date"/>
context="{'mail':'new', 'model': 'crm.claim'}"
icon="terp-mail-message-new" type="action" />
</page>
- <page string="Extra Info" groups="base.group_extended">
- <field name="id" select="1"/>
- <field name="active"/>
- <field name="canal_id"/>
- <separator colspan="4" string="Dates"/>
- <field name="create_date"/>
- <field name="date_closed"/>
- </page>
</notebook>
</group>
</form>
<!-- Claim Calendar view -->
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
- <field name="name">CRM - Claims Calendar</field>
+ <field name="name">Claims Actions</field>
<field name="model">crm.claim</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
- <calendar string="Claims" date_start="date" color="user_id">
+ <calendar string="Claims" date_start="date_action_next" color="user_id">
<field name="name"/>
- <field name="partner_name"/>
- <field name="categ_id"/>
</calendar>
</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" default="1"
- />
- <filter icon="terp-camera_test"
- string="In Progress"
- domain="[('state','=','open')]"
- separator="1" help="In Progress Claims"
- />
- <filter icon="terp-gtk-media-pause"
- string="Pending"
- domain="[('state','=','pending')]"
- separator="1" 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">
- <filter icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Claims" />
- </field>
- <field name="section_id" select="1"
- widget="selection"/>
- <newline/>
- <group expand="0" string="Group By...">
+ <filter icon="terp-check" string="Current" name="current"
+ domain="[('state','in',('draft', 'open'))]"
+ separator="1" help="Draft and Open Claims" />
+ <filter icon="terp-camera_test"
+ string="In Progress"
+ domain="[('state','=','open')]"
+ separator="1" help="In Progress Claims"
+ />
+ <filter icon="terp-gtk-media-pause"
+ string="Pending"
+ domain="[('state','=','pending')]"
+ separator="1" 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">
+ <filter icon="terp-personal-"
+ domain="[('user_id','=', False)]"
+ 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'}" />
+ domain="[]" help="Partner"
+ context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-personal"
- domain="[]" help="Responsible User"
- context="{'group_by':'user_id'}" />
- <filter string="Sales Team" icon="terp-personal+"
- domain="[]" help="Sales Team"
- context="{'group_by':'section_id'}" />
+ domain="[]" help="Responsible User"
+ context="{'group_by':'user_id'}" />
<separator orientation="vertical"/>
<filter string="Stage" icon="terp-stage"
domain="[]" context="{'group_by':'stage_id'}" />
<filter string="Type" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'categ_id'}" />
- <filter string="State"
+ <filter string="State"
icon="terp-stock_effects-object-colorize"
domain="[]" context="{'group_by':'state'}" />
<separator orientation="vertical"/>
<filter string="Claim Date" icon="terp-go-month"
- domain="[]" help="Claim Date"
- context="{'group_by':'date'}" />
- <filter string="Deadline" icon="terp-go-month"
- domain="[]"
- context="{'group_by':'date_deadline'}" />
- <filter string="Closure" icon="terp-go-month"
- domain="[]" help="Date Closed"
- context="{'group_by':'date_closed'}" />
- </group>
- </search>
- </field>
+ domain="[]" help="Claim Date"
+ context="{'group_by':'date'}" />
+ <filter string="Deadline" icon="terp-go-month"
+ domain="[]"
+ context="{'group_by':'date_deadline'}" />
+ <filter string="Closure" icon="terp-go-month"
+ domain="[]" help="Date Closed"
+ context="{'group_by':'date_closed'}" />
+ </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
- domain="[('partner_id', '=', active_id)]"
- context="{'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_address_id': active_id}"
+ context="{'default_partner_id': partner_id}"
id="act_claim_partner_address"
- name="Report a Claim"
- view_mode="form,tree"
+ name="Claims"
+ view_mode="tree,form"
res_model="crm.claim"
src_model="res.partner.address"/>
projects / odoo / odoo.git / blobdiff