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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>
<field name= "context" > {'object_id':'crm.claim'}</field>
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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"
id="menu_crm_case_claim-act" parent="menu_config_claim" />
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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" />
<field name= "domain" > [('object_id.model', '=', 'crm.claim')]</field>
<field name= "context" > {'object_id':'crm.claim'}</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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<menuitem action= "crm_claim_stage_act" name= "Stages"
id="menu_crm_claim_stage_act" parent="menu_config_claim" />
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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" />
<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" />
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<button name= "case_cancel" string= "Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
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<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_reset" string= "Reset to Draft"
states="done,cancel" type="object" icon="gtk-convert" />
</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 colspan= "4" col= "4" >
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<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 />
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</group>
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</group>
<group colspan= "4" col= "4" >
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<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" />
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<group colspan= "2" col= "4" >
<field name= "stage_id"
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on_change="onchange_stage_id(stage_id)"
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domain="[('object_id.model', '=', 'crm.claim'), ('section_ids', '=', section_id)]" />
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<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')]" />
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<field name= "type_action" select= "1" />
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<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" />
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<button name= "case_cancel" string= "Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
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<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_reset"
string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
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<page string= "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,form" >
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<tree string= "History" >
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<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}"
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icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
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</tree>
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<form string= "History" >
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<group col= "4" colspan= "4" >
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<field name= "email_from" />
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<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" />
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<field name= "history" invisible= "1" />
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</group>
<notebook colspan= "4" >
<page string= "Details" >
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<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>
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</page>
<page string= "Attachments" >
<field name= "attachment_ids" colspan= "4" readonly= "1" nolabel= "1" />
</page>
</notebook>
</form>
</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" />
<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" />
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</page>
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<page string= "Extra Info" groups= "base.group_extended" >
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<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>
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<!-- Claim Calendar view -->
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<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>
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<!-- Claim Graph view -->
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<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>
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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= "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">
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<filter icon= "terp-personal+" groups= "base.group_extended"
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domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My Sales Team(s)" />
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</field>
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<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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<filter string= "Sales Team" icon= "terp-personal+"
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domain="[]" help="Sales Team"
context="{'group_by':'section_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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<act_window
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context="{'search_default_partner_id': [active_id]}"
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id="act_claim_partner"
name="Report a Claim"
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view_mode="form,tree"
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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"
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view_mode="form,tree"
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res_model="crm.claim"
src_model="res.partner.address"/>
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</data>
</openerp>