odoo/addons/crm_claim/crm_claim_view.xml

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<?xml version="1.0"?>
<openerp>
<data>
<menuitem id="menu_config_claim" name="Claim"
groups="base.group_extended,base.group_system"
parent="base.menu_base_config" sequence="6" />
<!-- Claims categories -->
<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" name="Categories"
id="menu_crm_case_claim-act" parent="menu_config_claim" />
<!-- Claim 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" 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="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' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('close', 'cancel');red:date_deadline and (date_deadline &lt; 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="categ_id" string="Type" select="1"/>
<field name="stage_id" 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>
<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">
<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>
<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"/>
<field name="section_id" widget="selection"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="3">
<field name="stage_id" nolabel="1" readonly="1"
on_change="onchange_stage_id(stage_id)"
domain="[('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_action" select="1"/>
<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_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="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" />
<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">
<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">
<field name="display_text" string="History Information"/>
<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">
<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>
<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>
</field>
</record>
<!-- Claim Calendar view -->
<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>
<!-- 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 -->
<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="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">
<filter icon="terp-personal+"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My section" />
</field>
<newline/>
<group expand="0" string="Group By...">
<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'}" />
<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>
<act_window
context="{'search_default_partner_id': [active_id]}"
id="act_claim_partner"
name="Report a Claim"
view_mode="form,tree"
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"
view_mode="form,tree"
res_model="crm.claim"
src_model="res.partner.address"/>
</data>
</openerp>