286 lines
15 KiB
XML
286 lines
15 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<menuitem id="menu_config_claim" name="Claim"
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groups="base.group_no_one"
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parent="base.menu_base_config" sequence="55" />
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<!-- Claims categories -->
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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" eval="{'object_id': ref('model_crm_claim')}"/>
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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"
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id="menu_crm_case_claim-act" parent="menu_config_claim" groups="base.group_no_one"/>
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<!-- Claim Stages -->
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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="context">{'search_default_claim':1}</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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<!-- Claims -->
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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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<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"/>
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<field name="partner_id"/>
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<field name="user_id" />
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<field name="date"/>
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<field name="date_action_next"/>
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<field name="action_next"/>
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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="date_deadline" invisible="1"/>
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<field name="date_closed" 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_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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</tree>
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</field>
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</record>
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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 layout="manual">
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<div class="oe_form_topbar">
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<button name="case_close" string="Done" states="open,pending" type="object" />
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<button name="case_open" string="Open" states="draft,pending" type="object" />
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<button name="case_pending" string="Pending" states="draft,open" type="object" />
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" />
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<div class="oe_right">
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<field name="state" select="1" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet string="Claims" layout="auto">
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<group>
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<field name="name" />
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<field name="date"/>
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</group>
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<group colspan="4" col="6">
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<field name="user_id"/>
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<field name="section_id" widget="selection" />
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<group colspan="2" col="4">
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<field name="stage_id" domain="[('section_ids','=',section_id)]"/>
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<button name="stage_previous" string="" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="" type="object" icon="gtk-go-forward" />
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</group>
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<newline />
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<field name="priority"/>
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<field name="date_deadline"/>
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</group>
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<group colspan="4" col="4">
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<notebook>
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<page string="Claim Description">
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<group colspan="2" col="2">
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<separator colspan="2" string="Claim Reporter"/>
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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_phone"/>
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<field name="email_from" widget="email"/>
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</group>
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<group colspan="2" col="2">
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<separator colspan="2" string="Responsibilities"/>
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<field name="user_fault"/>
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<field name="categ_id" widget="selection"
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domain="[('object_id.model', '=', 'crm.claim')]" />
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<field name="ref"/>
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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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</page>
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<page string="Follow Up">
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<group colspan="2" col="2">
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<separator colspan="2" string="Actions"/>
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<field name="date_action_next"/>
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<field name="action_next"/>
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</group>
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<group colspan="2" col="2" groups="base.group_no_one">
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<separator colspan="2" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<field name="write_date"/>
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</group>
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<group colspan="2" col="2">
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<separator colspan="2" string="Root Causes"/>
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<field name="cause" colspan="2" nolabel="1"/>
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</group>
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<group colspan="2" col="2">
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<separator colspan="2" string="Resolution Actions"/>
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<field name="type_action"/>
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<field name="resolution" colspan="2" nolabel="1"/>
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</group>
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</page>
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<page string="Communication & History">
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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" readonly="1">
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<tree string="History">
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<field name="display_text" string="History Information"/>
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<field name="email_from" invisible="1"/>
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<button
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string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
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name="%(mail.action_email_compose_message_wizard)d"
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context="{'mail.compose.message.mode':'reply'}"
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icon="terp-mail-replied" type="action" />
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</tree>
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</field>
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<button string="Add Internal Note"
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name="%(crm.action_crm_add_note)d"
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context="{'model': 'crm.lead' }"
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icon="terp-document-new" type="action" />
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<button string="Send New Email"
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name="%(mail.action_email_compose_message_wizard)d"
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icon="terp-mail-message-new" type="action"/>
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</page>
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</notebook>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Claim Calendar view -->
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<record model="ir.ui.view" id="crm_case_claims_calendar_view">
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<field name="name">Claims Actions</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_action_next" color="user_id">
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<field name="name"/>
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</calendar>
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</field>
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</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>
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<field name="model">crm.claim</field>
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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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<filter icon="terp-check" string="New" name="current"
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domain="[('state','=','draft')]"
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help="New Claims" />
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<filter icon="terp-camera_test"
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string="In Progress"
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domain="[('state','=','open')]"
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help="In Progress Claims"
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/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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help="All pending Claims"
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/>
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<separator orientation="vertical"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id" widget="selection">
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<filter icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned Claims" />
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner"
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domain="[]" help="Partner"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]" help="Responsible User"
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context="{'group_by':'user_id'}" />
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<separator orientation="vertical"/>
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<filter string="Stage" icon="terp-stage"
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domain="[]" context="{'group_by':'stage_id'}" />
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<filter string="Type" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string="Status"
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icon="terp-stock_effects-object-colorize"
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domain="[]" context="{'group_by':'state'}" />
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<separator orientation="vertical"/>
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<filter string="Claim Date" icon="terp-go-month"
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domain="[]" help="Claim Date"
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context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month"
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domain="[]"
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context="{'group_by':'date_deadline'}" />
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<filter string="Closure" icon="terp-go-month"
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domain="[]" help="Date Closed"
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context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
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</group>
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</search>
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</field>
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</record>
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<record id="base.view_crm_partner_info_History1" model="ir.ui.view">
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<field name="name">res.partner.crm.history.inherit1</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<xpath expr="/form/notebook/page[@string='History']" position="attributes">
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<attribute name="invisible">False</attribute>
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</xpath>
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</field>
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</record>
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<record id="view_claim_partner_info_form1" model="ir.ui.view">
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<field name="name">res.partner.claim.info.form</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<data>
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<xpath expr="/form/notebook/page[@string='History']" position="inside">
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<field name="claims_ids" colspan="4" nolabel="1">
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<tree string="Partners Claim" editable="bottom">
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<field name="name"/>
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</tree>
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</field>
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</xpath>
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</data>
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</field>
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</record>
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<act_window
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context="{'search_default_partner_id': [active_id], 'default_partner_id': active_id}"
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id="act_claim_partner"
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name="Claims"
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view_mode="tree,form"
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res_model="crm.claim"
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src_model="res.partner"/>
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</data>
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</openerp>
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