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<?xml version="1.0"?>
<openerp >
<data >
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<menuitem id= "menu_config_claim" name= "Claim"
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groups="base.group_extended"
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parent="base.menu_base_config" sequence="6" />
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<!-- Claims categories -->
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<record id= "crm_claim_categ_action" model= "ir.actions.act_window" >
<field name= "name" > Claim Categories</field>
<field name= "res_model" > crm.case.categ</field>
<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>
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<field name= "context" eval= "{'object_id': ref('model_crm_claim')}" />
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<field name= "help" > Create claim categories to better manage and classify your claims. Some example of claims can be: preventive action, corrective action.</field>
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</record>
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<menuitem action= "crm_claim_categ_action" name= "Categories"
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id="menu_crm_case_claim-act" parent="menu_config_claim" groups="base.group_no_one"/>
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<!-- Claim Stages -->
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<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= "view_type" > form</field>
<field name= "view_id" ref= "crm.crm_case_stage_tree" />
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<field name= "context" > {'search_default_claim':1}</field>
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<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>
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</record>
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<!-- Claims -->
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<record model= "ir.ui.view" id= "crm_case_claims_tree_view" >
<field name= "name" > CRM - Claims Tree</field>
<field name= "model" > crm.claim</field>
<field name= "type" > tree</field>
<field name= "arch" type= "xml" >
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<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)" >
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<field name= "name" />
<field name= "partner_id" />
<field name= "user_id" />
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<field name= "date" />
<field name= "date_action_next" />
<field name= "action_next" />
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<field name= "categ_id" string= "Type" select= "1" />
<field name= "stage_id" invisible= "1" />
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<field name= "date_deadline" invisible= "1" />
<field name= "date_closed" invisible= "1" />
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<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" />
</tree>
</field>
</record>
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<record model= "ir.ui.view" id= "crm_case_claims_form_view" >
<field name= "name" > CRM - Claims Form</field>
<field name= "model" > crm.claim</field>
<field name= "type" > form</field>
<field name= "arch" type= "xml" >
<form string= "Claims" >
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<group >
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<field name= "name" />
<field name= "date" />
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</group>
<group colspan= "4" col= "6" >
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<field name= "user_id" />
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<field name= "section_id" widget= "selection" />
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<group colspan= "2" col= "4" >
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<field name= "stage_id" domain= "[('section_ids','=',section_id)]" />
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<button name= "stage_previous" string= "" type= "object" icon= "gtk-go-back" />
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<button name= "stage_next" string= "" type= "object" icon= "gtk-go-forward" />
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</group>
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<newline />
<field name= "priority" />
<field name= "date_deadline" />
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</group>
<group colspan= "4" col= "4" >
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<notebook >
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<page string= "Claim Description" >
<group colspan= "2" col= "2" >
<separator colspan= "2" string= "Claim Reporter" />
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<field name= "partner_id" string= "Partner"
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on_change="onchange_partner_id(partner_id)" />
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<field name= "partner_address_id" string= "Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)" />
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<field name= "partner_phone" />
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<field name= "email_from" widget= "email" />
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</group>
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<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')]" />
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<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" >
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<field name= "state" select= "1" widget= "statusbar" statusbar_visible= "draft,open,done" statusbar_colors= '{"pending":"blue"}' />
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<button name= "case_cancel" string= "Cancel"
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states="draft,open,pending" type="object"
icon="gtk-cancel" />
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<button name= "case_pending" string= "Pending"
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states="draft,open" type="object"
icon="gtk-media-pause" />
<button name= "case_open" string= "Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
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<button name= "case_close" string= "Done"
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states="open,pending" type="object"
icon="gtk-jump-to" />
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<button name= "case_reset"
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string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
<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" />
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</group>
</page>
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<page string= "Communication & History" groups= "base.group_extended" >
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<group colspan= "4" >
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<field colspan= "4" name= "email_cc" string= "Global CC" widget= "char" />
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</group>
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<field name= "message_ids" colspan= "4" nolabel= "1" mode= "tree" readonly= "1" >
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<tree string= "History" >
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<field name= "display_text" string= "History Information" />
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<field name= "email_from" invisible= "1" />
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<button
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" />
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</tree>
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</field>
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<button string= "Add Internal Note"
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name="%(crm.action_crm_add_note)d"
context="{'model': 'crm.lead' }"
icon="terp-document-new" type="action" />
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<button string= "Send New Email"
name="%(mail.action_email_compose_message_wizard)d"
icon="terp-mail-message-new" type="action"/>
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</page>
</notebook>
</group>
</form>
</field>
</record>
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<!-- Claim Calendar view -->
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<record model= "ir.ui.view" id= "crm_case_claims_calendar_view" >
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<field name= "name" > Claims Actions</field>
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<field name= "model" > crm.claim</field>
<field name= "type" > calendar</field>
<field name= "priority" eval= "2" />
<field name= "arch" type= "xml" >
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<calendar string= "Claims" date_start= "date_action_next" color= "user_id" >
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<field name= "name" />
</calendar>
</field>
</record>
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<!-- Crm claim Search view -->
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<record id= "view_crm_case_claims_filter" model= "ir.ui.view" >
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<field name= "name" > CRM - Claims Search</field>
<field name= "model" > crm.claim</field>
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<field name= "type" > search</field>
<field name= "arch" type= "xml" >
<search string= "Search Claims" >
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<filter icon= "terp-check" string= "New" name= "current"
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domain="[('state','=','draft')]"
help="New Claims" />
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<filter icon= "terp-camera_test"
string="In Progress"
domain="[('state','=','open')]"
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help="In Progress Claims"
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/>
<filter icon= "terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
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help="All pending Claims"
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/>
<separator orientation= "vertical" />
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<field name= "name" />
<field name= "partner_id" />
<field name= "user_id" widget= "selection" >
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<filter icon= "terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
</field>
<newline />
<group expand= "0" string= "Group By..." >
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<filter string= "Partner" icon= "terp-partner"
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domain="[]" help="Partner"
context="{'group_by':'partner_id'}" />
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<filter string= "Responsible" icon= "terp-personal"
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domain="[]" help="Responsible User"
context="{'group_by':'user_id'}" />
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<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'}" />
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<filter string= "State"
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icon="terp-stock_effects-object-colorize"
domain="[]" context="{'group_by':'state'}" />
<separator orientation= "vertical" />
<filter string= "Claim Date" icon= "terp-go-month"
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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>
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</record>
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<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>
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</record>
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<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>
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</record>
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<act_window
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context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
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id="act_claim_partner"
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name="Claims"
view_mode="tree,form"
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res_model="crm.claim"
src_model="res.partner"/>
<act_window
domain="[('partner_address_id', '=', active_id)]"
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context="{'default_partner_address_id': active_id}"
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id="act_claim_partner_address"
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name="Claims"
view_mode="tree,form"
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res_model="crm.claim"
src_model="res.partner.address"/>
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</data>
</openerp>