2009-12-04 14:15:17 +00:00
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<?xml version="1.0"?>
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<openerp>
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<data>
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<menuitem id="menu_config_claim" name="Claim"
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2010-08-05 14:36:22 +00:00
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groups="base.group_extended,base.group_system"
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2010-06-29 10:52:26 +00:00
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parent="base.menu_base_config" sequence="6" />
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2010-05-27 09:26:52 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Claims categories -->
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<record id="crm_claim_categ_action" model="ir.actions.act_window">
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<field name="name">Claim Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
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<field name="context">{'object_id':'crm.claim'}</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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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" />
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2010-05-27 09:26:52 +00:00
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2010-02-02 06:39:40 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Claim Stages -->
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<record id="crm_claim_stage_act" model="ir.actions.act_window">
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<field name="name">Claim Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
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<field name="context">{'object_id':'crm.claim'}</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<menuitem action="crm_claim_stage_act" name="Stages"
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id="menu_crm_claim_stage_act" parent="menu_config_claim" />
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2010-03-19 10:06:28 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Claim Resource Type -->
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2010-03-05 12:43:16 +00:00
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2010-06-29 10:52:26 +00:00
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<record id="crm_claim_resource_act" model="ir.actions.act_window">
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<field name="name">Claim Resource Type</field>
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
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<field name="context">{'object_id':'crm.claim'}</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<menuitem action="crm_claim_resource_act" name="Resource Type"
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2010-07-13 12:05:33 +00:00
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id="menu_crm_claim_type_act"
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2010-06-29 10:52:26 +00:00
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parent="menu_config_claim" />
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2010-03-19 10:06:28 +00:00
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<!-- Claims -->
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2010-03-22 10:40:26 +00:00
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2010-06-29 10:52:26 +00:00
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<record model="ir.ui.view" id="crm_case_claims_tree_view">
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<field name="name">CRM - Claims Tree</field>
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<field name="model">crm.claim</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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2010-07-20 11:14:02 +00:00
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<tree string="Claims" colors="blue:state=='pending';black:state=='open';gray:state in ('close', 'cancel')">
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2010-06-29 10:52:26 +00:00
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id" />
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<field name="section_id"/>
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<field name="date" string="Claim Date"/>
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<field name="date_deadline" string="Deadline"/>
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<field name="date_closed" string="Closure Date"/>
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<field name="categ_id" string="Type" select="1"/>
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<field name="stage_id" invisible="1"/>
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<field name="state"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object" icon="gtk-convert" />
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</tree>
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</field>
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</record>
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2010-06-15 20:20:04 +00:00
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2010-06-29 10:52:26 +00:00
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<record model="ir.ui.view" id="crm_case_claims_form_view">
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<field name="name">CRM - Claims Form</field>
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<field name="model">crm.claim</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Claims">
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2010-03-19 10:06:28 +00:00
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2010-02-28 13:21:56 +00:00
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<group colspan="4" col="4">
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2010-06-29 10:52:26 +00:00
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<group colspan="1" col="2">
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<field name="name" />
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</group>
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<group colspan="1" col="2">
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<field name="date" string="Date of Claim"/>
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</group>
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<group colspan="1" col="2">
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<field name="date_deadline" string="Deadline"/><newline/>
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2010-02-28 13:21:56 +00:00
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</group>
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2010-02-08 08:44:04 +00:00
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</group>
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<group colspan="4" col="4">
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2010-06-29 10:52:26 +00:00
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<notebook>
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<page string="Claim Info">
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<separator colspan="4" string="Communication"/>
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<group colspan="4" col="4">
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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="partner_mobile"/>
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<field name="email_from"/>
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</group>
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<separator colspan="4" string="Status and Categorization"/>
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<group colspan="4" col="6">
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<field name="user_id" string="Responsible"/>
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<field name="section_id" widget="selection"/>
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<label string="Stage: " align="1.0"/>
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<group colspan="1" col="3">
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2010-07-13 12:05:33 +00:00
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<field name="stage_id" nolabel="1"
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on_change="onchange_stage_id(stage_id)"
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domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.claim')]" />
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2010-06-29 10:52:26 +00:00
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<button name="stage_previous" string="" type="object" icon="gtk-go-back" />
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<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
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</group>
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<field name="categ_id" select="1" widget="selection"
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domain="[('object_id.model', '=', 'crm.claim')]" />
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<field name="type_id" string="Type of Action" select="1"
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domain="[('object_id.model', '=', 'crm.claim')]" />
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<field name="priority"/>
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</group>
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<separator colspan="4" string="References"/>
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<group colspan="4" col="4">
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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<separator colspan="4" string="Claim/Action Description"/>
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<field name="description" colspan="4" nolabel="1"/>
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<separator colspan="4" string=""/>
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<group col="8" colspan="4">
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<field name="state" select="1"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-jump-to" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_reset"
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string="Reset to Draft" states="done,cancel"
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type="object" icon="gtk-convert" />
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</group>
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</page>
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2010-07-16 11:20:10 +00:00
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<page string="History" groups="base.group_extended">
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2010-06-29 10:52:26 +00:00
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<group colspan="4">
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2010-07-16 11:43:18 +00:00
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<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
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2010-06-29 10:52:26 +00:00
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</group>
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2010-07-16 10:41:21 +00:00
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<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
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<tree string="Communication history">
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<field name="display_text" string="History Information"/>
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<button
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string="Reply"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
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2010-07-19 06:08:18 +00:00
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icon="terp-mail-replied" type="action" />
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2010-07-16 10:41:21 +00:00
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</tree>
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2010-06-29 10:52:26 +00:00
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<form string="Communication history">
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2010-07-16 10:41:21 +00:00
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<group col="4" colspan="4">
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2010-06-29 10:52:26 +00:00
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<field name="email_from"/>
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2010-07-16 10:41:21 +00:00
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<field name="date"/>
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<field name="email_to" widget="char" size="512"/>
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<field name="email_cc" widget="char" size="512"/>
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<field name="name" colspan="4" widget="char" size="512"/>
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2010-06-29 10:52:26 +00:00
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</group>
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<notebook colspan="4">
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<page string="Details">
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<field name="description" colspan="4" nolabel="1"/>
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</page>
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<page string="Attachments">
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<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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</page>
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</notebook>
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<button colspan="4"
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2010-07-16 10:41:21 +00:00
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string="Reply"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
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2010-07-19 06:08:18 +00:00
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icon="terp-mail-replied" type="action" />
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2010-06-29 10:52:26 +00:00
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</form>
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</field>
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<button colspan="4" string="Send New Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.claim'}"
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icon="terp-mail-message-new" type="action" />
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</page>
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2010-07-16 11:20:10 +00:00
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<page string="Extra Info" groups="base.group_extended">
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2010-06-29 10:52:26 +00:00
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<field name="id" select="1"/>
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<field name="active"/>
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<field name="canal_id"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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</page>
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</notebook>
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</group>
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</form>
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</field>
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</record>
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2009-12-04 14:15:17 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Claim Calendar view -->
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2010-03-19 10:06:28 +00:00
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2010-06-29 10:52:26 +00:00
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<record model="ir.ui.view" id="crm_case_claims_calendar_view">
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<field name="name">CRM - Claims Calendar</field>
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<field name="model">crm.claim</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Claims" date_start="date" color="user_id">
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<field name="name"/>
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<field name="partner_name"/>
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<field name="categ_id"/>
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</calendar>
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</field>
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</record>
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2009-12-04 14:15:17 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Claim Graph view -->
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2010-03-19 10:06:28 +00:00
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2010-06-29 10:52:26 +00:00
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<record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
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<field name="name">CRM -Graph</field>
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<field name="model">crm.claim</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
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<field name="stage_id"/>
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<field name="planned_cost" operator="+"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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2010-02-02 06:39:40 +00:00
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2010-06-29 10:52:26 +00:00
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<!-- Crm claim Search view -->
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2010-03-19 10:06:28 +00:00
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2010-06-29 10:52:26 +00:00
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<record id="view_crm_case_claims_filter" model="ir.ui.view">
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2009-12-31 12:57:20 +00:00
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<field name="name">CRM - Claims Search</field>
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<field name="model">crm.claim</field>
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2009-12-04 14:15:17 +00:00
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Claims">
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-check" string="Current" name="current"
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2010-02-28 13:21:56 +00:00
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domain="[('state','in',('draft', 'open'))]"
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2010-04-09 08:22:51 +00:00
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separator="1" help="Current Claims" default="1"
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2010-02-28 13:21:56 +00:00
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/>
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-camera_test"
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2010-03-05 10:17:26 +00:00
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string="In Progress"
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2010-02-28 13:21:56 +00:00
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domain="[('state','=','open')]"
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separator="1" help="In Progress Claims"
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/>
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-gtk-media-pause"
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2010-03-05 10:17:26 +00:00
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string="Pending"
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2010-02-28 13:21:56 +00:00
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domain="[('state','=','pending')]"
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separator="1" help="All pending Claims"
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/>
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2009-12-04 14:15:17 +00:00
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<separator orientation="vertical"/>
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2010-02-28 13:21:56 +00:00
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<field name="name" select='1'/>
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<field name="partner_id" select="1"/>
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2010-03-05 10:17:26 +00:00
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<field name="user_id" select="1" widget="selection">
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-personal-"
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2010-04-06 16:15:10 +00:00
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domain="[('user_id','=', False)]"
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help="Unassigned Claims" />
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2010-03-05 10:17:26 +00:00
|
|
|
</field>
|
2010-03-22 10:40:26 +00:00
|
|
|
<field name="section_id" select="1"
|
2010-05-13 13:17:19 +00:00
|
|
|
widget="selection"/>
|
2010-02-28 13:21:56 +00:00
|
|
|
<newline/>
|
2010-06-07 12:35:16 +00:00
|
|
|
<group expand="0" string="Group By...">
|
2010-06-24 13:15:38 +00:00
|
|
|
<filter string="Partner" icon="terp-partner"
|
|
|
|
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'}" />
|
|
|
|
<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"
|
|
|
|
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'}" />
|
2010-06-07 12:35:16 +00:00
|
|
|
<filter string="Deadline" icon="terp-go-month"
|
2010-04-06 16:15:10 +00:00
|
|
|
domain="[]"
|
|
|
|
context="{'group_by':'date_deadline'}" />
|
2010-06-07 12:35:16 +00:00
|
|
|
<filter string="Closure" icon="terp-go-month"
|
2010-06-24 13:15:38 +00:00
|
|
|
domain="[]" help="Date Closed"
|
2010-04-06 16:15:10 +00:00
|
|
|
context="{'group_by':'date_closed'}" />
|
2010-02-16 17:21:39 +00:00
|
|
|
</group>
|
2009-12-04 14:15:17 +00:00
|
|
|
</search>
|
2010-02-16 17:21:39 +00:00
|
|
|
</field>
|
2009-12-04 14:15:17 +00:00
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
2010-06-14 10:28:26 +00:00
|
|
|
<act_window
|
|
|
|
domain="[('partner_id', '=', active_id)]"
|
|
|
|
context="{'default_partner_id': active_id}"
|
|
|
|
id="act_claim_partner"
|
|
|
|
name="Report a Claim"
|
|
|
|
res_model="crm.claim"
|
|
|
|
src_model="res.partner"/>
|
|
|
|
|
|
|
|
|
|
|
|
<act_window
|
|
|
|
domain="[('partner_address_id', '=', active_id)]"
|
|
|
|
context="{'default_partner_address_id': active_id}"
|
|
|
|
id="act_claim_partner_address"
|
|
|
|
name="Report a Claim"
|
|
|
|
res_model="crm.claim"
|
|
|
|
src_model="res.partner.address"/>
|
|
|
|
|
2009-12-04 14:15:17 +00:00
|
|
|
</data>
|
|
|
|
</openerp>
|