300 lines
14 KiB
XML
300 lines
14 KiB
XML
<?xml version="1.0"?>
|
|
<openerp>
|
|
<data>
|
|
|
|
<menuitem id="menu_config_claim" name="Claim"
|
|
groups="base.group_extended"
|
|
parent="base.menu_base_config" sequence="8" />
|
|
|
|
<!-- Claims categories -->
|
|
|
|
<record id="crm_claim_categ_action" model="ir.actions.act_window">
|
|
<field name="name">Claim Categories</field>
|
|
<field name="res_model">crm.case.categ</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
|
|
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
|
<field name="context">{'object_id':'crm.claim'}</field>
|
|
</record>
|
|
|
|
<menuitem action="crm_claim_categ_action" name="Categories"
|
|
id="menu_crm_case_claim-act" parent="menu_config_claim" />
|
|
|
|
|
|
<!-- Claim Stages -->
|
|
|
|
<record id="crm_claim_stage_act" model="ir.actions.act_window">
|
|
<field name="name">Claim Stages</field>
|
|
<field name="res_model">crm.case.stage</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm.crm_case_stage_tree"/>
|
|
<field name="domain">[('object_id.model', '=', 'crm.claim')]</field>
|
|
<field name="context">{'object_id':'crm.claim'}</field>
|
|
</record>
|
|
|
|
<menuitem action="crm_claim_stage_act" name="Stages"
|
|
id="menu_crm_claim_stage_act" parent="menu_config_claim" />
|
|
|
|
<!-- 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" name="Resource Type"
|
|
id="menu_crm_claim_stage_act"
|
|
parent="menu_config_claim" />
|
|
|
|
<!-- Claims -->
|
|
|
|
<record model="ir.ui.view" id="crm_case_claims_tree_view">
|
|
<field name="name">CRM - Claims Tree</field>
|
|
<field name="model">crm.claim</field>
|
|
<field name="type">tree</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Claims" colors="blue:state=='pending';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">
|
|
<tree string="Logs">
|
|
<field name="name" colspan="4"/>
|
|
<field name="date"/>
|
|
<field name="user_id"/>
|
|
</tree>
|
|
<form string="Logs">
|
|
<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="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
|
|
<form string="Communication history">
|
|
<group col="6" colspan="4">
|
|
<field name="date"/>
|
|
<field name="email_to"/>
|
|
<field name="email_from"/>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="Details">
|
|
<field name="description" colspan="4" nolabel="1"/>
|
|
</page>
|
|
<page string="Attachments">
|
|
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
|
</page>
|
|
</notebook>
|
|
<button colspan="4"
|
|
string="Reply to Last Email"
|
|
name="%(crm.action_crm_send_mail)d"
|
|
context="{'mail':'reply', 'model': 'crm.lead'}"
|
|
icon="gtk-undo" type="action" />
|
|
</form>
|
|
<tree string="Communication history">
|
|
<field name="date"/>
|
|
<field name="email_from" />
|
|
<field name="email_to"/>
|
|
<field name="description"/>
|
|
</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="terp-check" string="Current" name="current"
|
|
domain="[('state','in',('draft', 'open'))]"
|
|
separator="1" help="Current Claims" default="1"
|
|
/>
|
|
<filter icon="terp-camera_test"
|
|
string="In Progress"
|
|
domain="[('state','=','open')]"
|
|
separator="1" help="In Progress Claims"
|
|
/>
|
|
<filter icon="terp-gtk-media-pause"
|
|
string="Pending"
|
|
domain="[('state','=','pending')]"
|
|
separator="1" help="All pending Claims"
|
|
/>
|
|
<separator orientation="vertical"/>
|
|
<field name="name" select='1'/>
|
|
<field name="partner_id" select="1"/>
|
|
<field name="user_id" select="1" widget="selection">
|
|
<filter icon="terp-personal-"
|
|
domain="[('user_id','=', False)]"
|
|
help="Unassigned Claims" />
|
|
</field>
|
|
<field name="section_id" select="1"
|
|
widget="selection"/>
|
|
<newline/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Deadline" icon="terp-go-month"
|
|
domain="[]"
|
|
context="{'group_by':'date_deadline'}" />
|
|
<filter string="Closure" icon="terp-go-month"
|
|
domain="[]"
|
|
context="{'group_by':'date_closed'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
</data>
|
|
</openerp>
|