[REM]: crm: Moved claims from crm
[ADD]: crm_claim: Added new module for claims bzr revid: rpa@tinyerp.com-20100428114159-8z26jqc11g9t61a0
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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import crm_claim
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import report
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,49 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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{
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'name': 'Customer & Supplier Relationship Management',
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'version': '1.0',
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'category': 'Generic Modules/CRM & SRM',
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'description': """claim""",
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'author': 'Tiny',
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'website': 'http://www.openerp.com',
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'depends': ['crm'],
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'init_xml': [
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'crm_claim_data.xml',
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],
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'update_xml': [
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'crm_claim_view.xml',
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'crm_claim_menu.xml',
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'security/ir.model.access.csv',
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'report/crm_claim_report_view.xml',
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],
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'demo_xml': [
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'crm_claim_demo.xml',
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'test/test_crm_claim.yml'
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],
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'installable': True,
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'active': False,
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -20,7 +20,7 @@
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##############################################################################
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##############################################################################
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from osv import fields, osv
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from osv import fields, osv
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import crm
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from crm import crm
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class crm_claim(osv.osv):
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class crm_claim(osv.osv):
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"""
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"""
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@ -70,4 +70,4 @@ class crm_claim(osv.osv):
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crm_claim()
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crm_claim()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -8,19 +8,19 @@
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<record model="crm.case.categ" id="categ_claim1">
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<record model="crm.case.categ" id="categ_claim1">
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<field name="name">Factual Claims</field>
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<field name="name">Factual Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.categ" id="categ_claim2">
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<record model="crm.case.categ" id="categ_claim2">
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<field name="name">Value Claims</field>
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<field name="name">Value Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.categ" id="categ_claim3">
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<record model="crm.case.categ" id="categ_claim3">
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<field name="name">Policy Claims</field>
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<field name="name">Policy Claims</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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@ -30,13 +30,13 @@
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<record model="crm.case.resource.type" id="type_claim1">
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<record model="crm.case.resource.type" id="type_claim1">
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<field name="name">Corrective</field>
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<field name="name">Corrective</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.resource.type" id="type_claim2">
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<record model="crm.case.resource.type" id="type_claim2">
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<field name="name">Preventive</field>
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<field name="name">Preventive</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim1">
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<record model="crm.case.stage" id="stage_claim1">
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<field name="name">Accepted as Claim</field>
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<field name="name">Accepted as Claim</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim2">
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<record model="crm.case.stage" id="stage_claim2">
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<field name="name">Fixed</field>
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<field name="name">Fixed</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim3">
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<record model="crm.case.stage" id="stage_claim3">
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<field name="name">Won't fix</field>
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<field name="name">Won't fix</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim4">
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<record model="crm.case.stage" id="stage_claim4">
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<field name="name">Invalid</field>
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<field name="name">Invalid</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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<record model="crm.case.stage" id="stage_claim5">
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<record model="crm.case.stage" id="stage_claim5">
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<field name="name">Awaiting Response</field>
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<field name="name">Awaiting Response</field>
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<field name="section_id" ref="section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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<field name="object_id" search="[('model','=','crm.claim')]" model="ir.model"/>
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</record>
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</record>
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</data>
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</data>
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</openerp>
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</openerp>
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<record id="crm_case_claim01" model="crm.claim">
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<record id="crm_case_claim01" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_15"/>
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<field name="partner_address_id" ref="base.res_partner_address_15"/>
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<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
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<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
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<field name="type_id" ref="crm.type_claim1"/>
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<field name="type_id" ref="crm_claim.type_claim1"/>
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<field name="partner_id" ref="base.res_partner_11"/>
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<field name="partner_id" ref="base.res_partner_11"/>
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<field eval=""3"" name="priority"/>
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<field eval=""3"" name="priority"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field eval=""(726) 782-0636"" name="partner_mobile"/>
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<field eval=""(726) 782-0636"" name="partner_mobile"/>
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<field eval="1" name="active"/>
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<field eval="1" name="active"/>
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<field name="categ_id" ref="crm.categ_claim1"/>
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<field name="categ_id" ref="crm_claim.categ_claim1"/>
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<field name="stage_id" ref="crm.stage_claim1"/>
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<field name="stage_id" ref="crm_claim.stage_claim1"/>
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<field eval=""(769) 703-274"" name="partner_phone"/>
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<field eval=""(769) 703-274"" name="partner_phone"/>
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</record>
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</record>
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<record id="crm_case_claim02" model="crm.claim">
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<record id="crm_case_claim02" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_6"/>
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<field name="partner_address_id" ref="base.res_partner_address_6"/>
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<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
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<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
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<field name="type_id" ref="crm.type_claim2"/>
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<field name="type_id" ref="crm_claim.type_claim2"/>
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<field name="partner_id" ref="base.res_partner_6"/>
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<field name="partner_id" ref="base.res_partner_6"/>
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<field eval=""4"" name="priority"/>
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<field eval=""4"" name="priority"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field eval=""(392) 895-7917"" name="partner_mobile"/>
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<field eval=""(392) 895-7917"" name="partner_mobile"/>
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<field eval="1" name="active"/>
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<field eval="1" name="active"/>
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<field name="categ_id" ref="crm.categ_claim2"/>
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<field name="categ_id" ref="crm_claim.categ_claim2"/>
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<field name="stage_id" ref="crm.stage_claim5"/>
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<field name="stage_id" ref="crm_claim.stage_claim5"/>
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<field eval=""(956) 293-2595"" name="partner_phone"/>
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<field eval=""(956) 293-2595"" name="partner_phone"/>
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</record>
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</record>
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<record id="crm_case_claim03" model="crm.claim">
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<record id="crm_case_claim03" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_2"/>
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<field name="partner_address_id" ref="base.res_partner_address_2"/>
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<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
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<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
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<field name="type_id" ref="crm.type_claim1"/>
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<field name="type_id" ref="crm_claim.type_claim1"/>
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<field name="partner_id" ref="base.res_partner_10"/>
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<field name="partner_id" ref="base.res_partner_10"/>
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<field eval=""2"" name="priority"/>
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<field eval=""2"" name="priority"/>
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<field name="user_id" ref="base.user_demo"/>
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<field name="user_id" ref="base.user_demo"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field eval=""(820) 167-3208"" name="partner_mobile"/>
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<field eval=""(820) 167-3208"" name="partner_mobile"/>
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<field eval="1" name="active"/>
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<field eval="1" name="active"/>
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<field name="categ_id" ref="crm.categ_claim3"/>
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<field name="categ_id" ref="crm_claim.categ_claim3"/>
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<field name="stage_id" ref="crm.stage_claim2"/>
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<field name="stage_id" ref="crm_claim.stage_claim2"/>
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<field eval=""(079) 681-2139"" name="partner_phone"/>
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<field eval=""(079) 681-2139"" name="partner_phone"/>
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<field eval=""contact@tecsas.fr"" name="email_from"/>
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<field eval=""contact@tecsas.fr"" name="email_from"/>
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</record>
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</record>
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<record id="crm_case_claim04" model="crm.claim">
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<record id="crm_case_claim04" model="crm.claim">
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<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
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<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
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<field name="type_id" ref="crm.type_claim2"/>
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<field name="type_id" ref="crm_claim.type_claim2"/>
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<field name="partner_id" ref="base.res_partner_tinyatwork"/>
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<field name="partner_id" ref="base.res_partner_tinyatwork"/>
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<field eval=""3"" name="priority"/>
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<field eval=""3"" name="priority"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field eval=""(077) 582-4035"" name="partner_mobile"/>
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<field eval=""(077) 582-4035"" name="partner_mobile"/>
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<field eval="1" name="active"/>
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<field eval="1" name="active"/>
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<field name="categ_id" ref="crm.categ_claim1"/>
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<field name="categ_id" ref="crm_claim.categ_claim1"/>
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<field name="stage_id" ref="crm.stage_claim5"/>
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<field name="stage_id" ref="crm_claim.stage_claim5"/>
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<field eval=""(514) 698-4118"" name="partner_phone"/>
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<field eval=""(514) 698-4118"" name="partner_phone"/>
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</record>
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</record>
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<record id="crm_case_claim05" model="crm.claim">
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<record id="crm_case_claim05" model="crm.claim">
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<field name="partner_address_id" ref="base.res_partner_address_10"/>
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<field name="partner_address_id" ref="base.res_partner_address_10"/>
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<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
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<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
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<field name="type_id" ref="crm.type_claim1"/>
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<field name="type_id" ref="crm_claim.type_claim1"/>
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<field name="partner_id" ref="base.res_partner_5"/>
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<field name="partner_id" ref="base.res_partner_5"/>
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<field eval=""3"" name="priority"/>
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<field eval=""3"" name="priority"/>
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<field name="user_id" ref="base.user_root"/>
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<field name="user_id" ref="base.user_root"/>
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@ -86,15 +86,15 @@
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<field name="section_id" ref="crm.section_sales_department"/>
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<field name="section_id" ref="crm.section_sales_department"/>
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<field eval=""(333) 715-1450"" name="partner_mobile"/>
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<field eval=""(333) 715-1450"" name="partner_mobile"/>
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<field eval="1" name="active"/>
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<field eval="1" name="active"/>
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<field name="categ_id" ref="crm.categ_claim3"/>
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<field name="categ_id" ref="crm_claim.categ_claim3"/>
|
||||||
<field name="stage_id" ref="crm.stage_claim3"/>
|
<field name="stage_id" ref="crm_claim.stage_claim3"/>
|
||||||
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
<field eval=""(855) 924-4364"" name="partner_phone"/>
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
<record id="crm_case_claim06" model="crm.claim">
|
<record id="crm_case_claim06" model="crm.claim">
|
||||||
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
<field name="partner_address_id" ref="base.res_partner_address_1"/>
|
||||||
<field eval="1" name="active"/>
|
<field eval="1" name="active"/>
|
||||||
<field name="type_id" ref="crm.type_claim2"/>
|
<field name="type_id" ref="crm_claim.type_claim2"/>
|
||||||
<field name="partner_id" ref="base.res_partner_9"/>
|
<field name="partner_id" ref="base.res_partner_9"/>
|
||||||
<field eval=""3"" name="priority"/>
|
<field eval=""3"" name="priority"/>
|
||||||
<field name="user_id" ref="base.user_root"/>
|
<field name="user_id" ref="base.user_root"/>
|
||||||
|
@ -103,15 +103,15 @@
|
||||||
<field name="section_id" ref="crm.section_sales_department"/>
|
<field name="section_id" ref="crm.section_sales_department"/>
|
||||||
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
<field eval=""(468) 017-2684"" name="partner_mobile"/>
|
||||||
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
|
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
|
||||||
<field name="categ_id" ref="crm.categ_claim1"/>
|
<field name="categ_id" ref="crm_claim.categ_claim1"/>
|
||||||
<field name="stage_id" ref="crm.stage_claim4"/>
|
<field name="stage_id" ref="crm_claim.stage_claim4"/>
|
||||||
<field eval=""(373) 907-1009"" name="partner_phone"/>
|
<field eval=""(373) 907-1009"" name="partner_phone"/>
|
||||||
<field eval=""info@opensides.be"" name="email_from"/>
|
<field eval=""info@opensides.be"" name="email_from"/>
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
<record id="crm_case_claims07" model="crm.claim">
|
<record id="crm_case_claims07" model="crm.claim">
|
||||||
<field eval="1" name="active"/>
|
<field eval="1" name="active"/>
|
||||||
<field name="type_id" ref="crm.type_claim1"/>
|
<field name="type_id" ref="crm_claim.type_claim1"/>
|
||||||
<field name="partner_id" ref="base.res_partner_seagate"/>
|
<field name="partner_id" ref="base.res_partner_seagate"/>
|
||||||
<field eval=""3"" name="priority"/>
|
<field eval=""3"" name="priority"/>
|
||||||
<field name="user_id" ref="base.user_root"/>
|
<field name="user_id" ref="base.user_root"/>
|
||||||
|
@ -120,8 +120,8 @@
|
||||||
<field name="section_id" ref="crm.section_sales_department"/>
|
<field name="section_id" ref="crm.section_sales_department"/>
|
||||||
<field eval="" (463) 014-1208"" name="partner_mobile"/>
|
<field eval="" (463) 014-1208"" name="partner_mobile"/>
|
||||||
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
|
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
|
||||||
<field name="categ_id" ref="crm.categ_claim3"/>
|
<field name="categ_id" ref="crm_claim.categ_claim3"/>
|
||||||
<field name="stage_id" ref="crm.stage_claim2"/>
|
<field name="stage_id" ref="crm_claim.stage_claim2"/>
|
||||||
<field eval=""(282) 603-7489"" name="partner_phone"/>
|
<field eval=""(282) 603-7489"" name="partner_phone"/>
|
||||||
</record>
|
</record>
|
||||||
|
|
|
@ -15,7 +15,7 @@
|
||||||
<field name="view_mode">tree,calendar,form,graph</field>
|
<field name="view_mode">tree,calendar,form,graph</field>
|
||||||
<field name="view_id" ref="crm_case_claims_tree_view"/>
|
<field name="view_id" ref="crm_case_claims_tree_view"/>
|
||||||
<field name="context">{"search_default_section_id":section_id,"search_default_current":1,"search_default_my_claims":1}</field>
|
<field name="context">{"search_default_section_id":section_id,"search_default_current":1,"search_default_my_claims":1}</field>
|
||||||
<field name="search_view_id" ref="crm.view_crm_case_claims_filter"/>
|
<field name="search_view_id" ref="crm_claim.view_crm_case_claims_filter"/>
|
||||||
</record>
|
</record>
|
||||||
|
|
||||||
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
|
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
|
|
@ -0,0 +1,294 @@
|
||||||
|
<?xml version="1.0"?>
|
||||||
|
<openerp>
|
||||||
|
<data>
|
||||||
|
|
||||||
|
<!-- 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"
|
||||||
|
id="menu_crm_case_claim-act" parent="crm.menu_crm_case_categ" />
|
||||||
|
|
||||||
|
<!-- 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"
|
||||||
|
id="menu_crm_claim_stage_act" parent="crm.menu_crm_case_stage" />
|
||||||
|
|
||||||
|
<!-- Claim 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"/>
|
||||||
|
<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"/>
|
||||||
|
<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"/>
|
||||||
|
</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_to"/>
|
||||||
|
<field name="email_from"/>
|
||||||
|
<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"/>
|
||||||
|
<button colspan="4"
|
||||||
|
string="Reply to Last Email"
|
||||||
|
name="%(crm.action_crm_send_mail)d"
|
||||||
|
context="{'mail':'reply', 'model': 'crm.claim'}"
|
||||||
|
icon="gtk-undo" type="action" />
|
||||||
|
</form>
|
||||||
|
<tree string="Communication history">
|
||||||
|
<field name="description"/>
|
||||||
|
<field name="email_to"/>
|
||||||
|
<field name="date"/>
|
||||||
|
</tree>
|
||||||
|
</field>
|
||||||
|
<button colspan="4" string="Send New Email"
|
||||||
|
name="%(crm.action_crm_send_mail)d"
|
||||||
|
context="{'mail':'new', 'model': 'crm.claim'}"
|
||||||
|
icon="gtk-go-forward" type="action" />
|
||||||
|
</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="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"
|
||||||
|
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>
|
|
@ -0,0 +1,25 @@
|
||||||
|
# -*- coding: utf-8 -*-
|
||||||
|
##############################################################################
|
||||||
|
#
|
||||||
|
# OpenERP, Open Source Management Solution
|
||||||
|
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
|
||||||
|
#
|
||||||
|
# This program is free software: you can redistribute it and/or modify
|
||||||
|
# it under the terms of the GNU Affero General Public License as
|
||||||
|
# published by the Free Software Foundation, either version 3 of the
|
||||||
|
# License, or (at your option) any later version.
|
||||||
|
#
|
||||||
|
# This program is distributed in the hope that it will be useful,
|
||||||
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||||
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||||
|
# GNU Affero General Public License for more details.
|
||||||
|
#
|
||||||
|
# You should have received a copy of the GNU Affero General Public License
|
||||||
|
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||||
|
#
|
||||||
|
##############################################################################
|
||||||
|
|
||||||
|
import crm_claim_report
|
||||||
|
|
||||||
|
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|
||||||
|
|
|
@ -21,7 +21,7 @@
|
||||||
|
|
||||||
from osv import fields,osv
|
from osv import fields,osv
|
||||||
import tools
|
import tools
|
||||||
import crm_report
|
from crm.report import crm_report
|
||||||
|
|
||||||
|
|
||||||
class crm_claim_report(osv.osv):
|
class crm_claim_report(osv.osv):
|
|
@ -33,7 +33,7 @@
|
||||||
<record id="view_report_crm_claim_form" model="ir.ui.view">
|
<record id="view_report_crm_claim_form" model="ir.ui.view">
|
||||||
<field name="name">crm.claim.report.form</field>
|
<field name="name">crm.claim.report.form</field>
|
||||||
<field name="model">crm.claim.report</field>
|
<field name="model">crm.claim.report</field>
|
||||||
<field name="inherit_id" ref="view_crm_case_form"/>
|
<field name="inherit_id" ref="crm.view_crm_case_form"/>
|
||||||
<field name="type">form</field>
|
<field name="type">form</field>
|
||||||
<field name="arch" type="xml">
|
<field name="arch" type="xml">
|
||||||
<field name="nbr" position="after">
|
<field name="nbr" position="after">
|
||||||
|
@ -66,7 +66,7 @@
|
||||||
<record id="view_report_crm_claim_filter" model="ir.ui.view">
|
<record id="view_report_crm_claim_filter" model="ir.ui.view">
|
||||||
<field name="name">crm.claim.report.select</field>
|
<field name="name">crm.claim.report.select</field>
|
||||||
<field name="model">crm.claim.report</field>
|
<field name="model">crm.claim.report</field>
|
||||||
<field name="inherit_id" ref="view_crm_case_filter"/>
|
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
|
||||||
<field name="type">search</field>
|
<field name="type">search</field>
|
||||||
<field name="arch" type="xml">
|
<field name="arch" type="xml">
|
||||||
<data>
|
<data>
|
|
@ -0,0 +1,3 @@
|
||||||
|
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
|
||||||
|
"access_crm_claim","crm.claim","model_crm_claim","crm.group_crm_manager",1,1,1,1
|
||||||
|
"access_crm_claim_report_user","crm.claim.report","model_crm_claim_report","crm.group_crm_user",1,0,0,0
|
|
|
@ -6,7 +6,7 @@
|
||||||
date of claim at which claim is created.
|
date of claim at which claim is created.
|
||||||
-
|
-
|
||||||
!record {model: crm.claim, id: crm_claim_damagedproduct0}:
|
!record {model: crm.claim, id: crm_claim_damagedproduct0}:
|
||||||
categ_id: crm.categ_claim2
|
categ_id: crm_claim.categ_claim2
|
||||||
date: '2010-04-21 20:13:00'
|
date: '2010-04-21 20:13:00'
|
||||||
email_from: info@balmerinc.be
|
email_from: info@balmerinc.be
|
||||||
name: 'Damaged product '
|
name: 'Damaged product '
|
||||||
|
@ -23,8 +23,8 @@
|
||||||
- |
|
- |
|
||||||
Now I make sure that claim is at "Accepted" stage.
|
Now I make sure that claim is at "Accepted" stage.
|
||||||
-
|
-
|
||||||
!record {model: crm.claim, id: crm.crm_claim_damagedproduct0}:
|
!assert {model: crm.claim, id: crm_claim.crm_claim_damagedproduct0}:
|
||||||
stage_id: crm.stage_claim1
|
stage_id: crm_claim.stage_claim1
|
||||||
- |
|
- |
|
||||||
I can change that stage by next button right on it
|
I can change that stage by next button right on it
|
||||||
-
|
-
|
Loading…
Reference in New Issue