208 lines
10 KiB
XML
208 lines
10 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" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a claim category.
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</p><p>
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Create claim categories to better manage and classify your
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claims. Some example of claims can be: preventive action,
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corrective action.
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</p>
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</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_tree" model="ir.ui.view">
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<field name="name">crm.claim.stage.tree</field>
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<field name="model">crm.claim.stage</field>
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<field name="arch" type="xml">
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<tree string="Claim Stages">
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<field name="sequence"/>
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<field name="name"/>
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</tree>
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</field>
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</record>
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<record id="crm_claim_stage_form" model="ir.ui.view">
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<field name="name">crm.claim.stage.form</field>
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<field name="model">crm.claim.stage</field>
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<field name="arch" type="xml">
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<form string="Claim Stage">
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<field name="name"/>
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<field name="case_default"/>
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<field name="sequence"/>
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<field name="fold"/>
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</form>
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</field>
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</record>
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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.claim.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_claim_stage_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to setup a new stage in the processing of the claims.
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</p><p>
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You can create claim stages to categorize the status of every
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claim entered in the system. The stages define all the steps
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required for the resolution of a claim.
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</p>
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</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="arch" type="xml">
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<tree string="Claims">
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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="stage_id"/>
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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"/>
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<field name="date_deadline" invisible="1"/>
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<field name="date_closed" invisible="1"/>
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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="arch" type="xml">
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<form string="Claim" version="7.0">
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<header>
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<field name="stage_id" widget="statusbar" clickable="True"/>
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</header>
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<sheet string="Claims">
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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="4" groups="base.group_user">
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<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
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<field name="priority" widget="priority"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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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" groups="base.group_user">
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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" groups="base.group_user">
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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" groups="base.group_user"/>
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<field name="description" colspan="4" nolabel="1"/>
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</page>
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<page string="Follow Up" groups="base.group_user">
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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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</notebook>
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</group>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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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="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="arch" type="xml">
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<search string="Search Claims">
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<field name="name" string="Claims"/>
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<separator/>
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<filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="user_id"/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
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<filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
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<filter string="Claim Month" icon="terp-go-month" domain="[]" help="Claim Date by Month" context="{'group_by':'date'}"/>
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<filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
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<filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" 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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</data>
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</openerp>
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