odoo/addons/crm/crm_claims_view.xml

258 lines
13 KiB
XML
Raw Normal View History

<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Claims
# ------------------------------------------------------
<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>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_categ_action" id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ"/>
# ------------------------------------------------------
# Stages
# ------------------------------------------------------
<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"/>
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_stage_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Resource Type
# ------------------------------------------------------
<record id="crm_claim_resource_act" model="ir.actions.act_window">
<field name="name">Claim Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
<field name="context">{'object_id':'crm.claim'}</field>
</record>
<menuitem action="crm_claim_resource_act" id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_resource_type"/>
<!-- Claims -->
<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">
<tree string="Claims" colors="blue:state=='pending';black:state=='open';grey:state in ('close', 'cancel')">
<field name="id"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" />
<field name="section_id" string="Section" />
<field name="date" string="Claim Date"/>
<field name="date_deadline" string="Deadline"/>
<field name="date_closed" string="Closure Date"/>
<field name="categ_id" string="Type" select="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>
<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">
<group colspan="4" col="4">
<field name="name"/>
<field name="date" string="Date of Claim"/>
<field name="date_deadline" string="Deadline"/>
</group>
<group colspan="4" col="4">
<notebook>
<page string="Claim Info">
<separator colspan="4" string="Communication"/>
<group colspan="4" col="4">
<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="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" select="2"/>
<field name="section_id" widget="selection"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<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">
<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_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<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"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active"/>
<field name="canal_id"/>
<field name="som"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4"
nolabel="1" widget="text_tag" readonly="1" />
<button colspan="4"
string="Reply to Last Email"
name="%(crm.action_crm_reply_mail)d"
context="{'mail':'reply', 'model': 'crm.claim'}" icon="gtk-undo"
type="action" />
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_new_mail)d"
context="{'mail':'new', 'model': 'crm.claim'}" icon="gtk-go-forward"
type="action" />
</page>
</notebook>
</group>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
<field name="name">CRM - Claims Calendar</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">
<field name="name"/>
<field name="partner_name"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
<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>
<record id="view_crm_case_claims_filter" model="ir.ui.view">
<field name="name">CRM - Claims Search</field>
<field name="model">crm.claim</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
<filter icon="gtk-new" string="Current"
domain="[('state','in',('draft', 'open'))]"
separator="1" help="Current Claims" default="1"
/>
<filter icon="gtk-execute"
string="In Progress"
domain="[('state','=','open')]"
separator="1" help="In Progress Claims"
/>
<filter icon="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-partner"
domain="[('user_id','=',uid)]" help="My Claims"
default="1" />
<filter icon="terp-partner"
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
</field>
<field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section"
/>
</field>
<newline/>
<group expand="1" string="Group By..." colspan="10" col="20">
<filter string="Deadline" icon="terp-crm" domain="[]" context="{'group_by':'date_deadline'}"/>
<filter string="Closure" icon="terp-crm" domain="[]" context="{'group_by':'date_closed'}"/>
</group>
</search>
</field>
</record>
</data>
</openerp>