<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 Stage Search view -->
+ <!-- Claim Stages -->
- <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"/>
+ <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">
- <data>
- <xpath expr="//field[@name='name']" position="before">
- <filter icon="terp-personal-" name="claim"
- string="Claim" domain="[('type', '=', 'claim')]" context="{'type' : 'claim'}"/>
- </xpath>
- </data>
+ <tree string="Claim Stages">
+ <field name="sequence"/>
+ <field name="name"/>
+ <field name="state"/>
+ </tree>
</field>
</record>
- <!-- Claim Stages -->
+ <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="search_view_id" ref="claim_stage_search"/>
- <field name="context">{'search_default_claim':1}</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 -->
<record model="ir.ui.view" id="crm_case_claims_tree_view">
<field name="partner_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="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_close" string="Close"
- states="open,draft,pending" type="object"
- icon="gtk-close" />
+ <field name="state" groups="base.group_no_one"/>
</tree>
</field>
</record>
<field name="model">crm.claim</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Claims">
+ <form version="7.0">
+ <header>
+ <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"/>
+ <field name="stage_id" widget="statusbar"
+ on_change="onchange_stage_id(stage_id)"/>
+ </header>
+ <sheet string="Claims" layout="auto">
<group>
<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')]"/>
- <button name="stage_previous" string=""
- states="open,pending,draft" type="object"
- icon="gtk-go-back" context="{'stage_type': 'claim'}" />
- <button name="stage_next" string=""
- states="open,pending,draft" type="object"
- icon="gtk-go-forward" context="{'stage_type': 'claim'}" />
- </group>
+ <field name="state" groups="base.group_no_one"/>
<newline />
<field name="priority"/>
<field name="date_deadline"/>
<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)" />
<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"/>
</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="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">
- <tree string="History iiiii">
- <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="Communication & 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" />
- <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" />
- </page>
</notebook>
</group>
+ </sheet>
+ <div class="oe_sheet_width">
+ <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
+ </div>
</form>
</field>
</record>
<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" />
+ <field name="name" string="Claims" filter_domain="[('name','ilike',self)]"/>
+ <separator orientation="vertical"/>
+ <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">
- <filter icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Claims" />
- </field>
+ <filter string="Unassigned Claims"
+ icon="terp-personal-"
+ domain="[('user_id','=', False)]"
+ help="Unassigned Claims" />
+ <separator orientation="vertical"/>
+ <field name="partner_id"/>
+ <field name="user_id" widget="selection"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"
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="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_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="//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="//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], '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>