6
<record model="ir.ui.view" id="mgmtsystem_claims_tree_view">
7
<field name="name">Management System Claims Tree</field>
8
<field name="model">mgmtsystem.claim</field>
9
<field name="type">tree</field>
10
<field name="arch" type="xml">
11
<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)">
12
<field name="reference"/>
14
<field name="partner_id"/>
15
<field name="user_id" />
17
<field name="date_action_next"/>
18
<field name="action_next"/>
19
<field name="categ_id" string="Type" select="1"/>
20
<field name="stage_id" invisible="1"/>
21
<field name="date_deadline" invisible="1"/>
22
<field name="date_closed" invisible="1"/>
24
<button name="case_open" string="Open"
25
states="draft,pending" type="object"
26
icon="gtk-go-forward" />
27
<button name="case_close" string="Close"
28
states="open,draft,pending" type="object"
34
<record model="ir.ui.view" id="mgmtsystem_claims_form_view">
35
<field name="name">Management System Claims Form</field>
36
<field name="model">mgmtsystem.claim</field>
37
<field name="type">form</field>
38
<field name="arch" type="xml">
39
<form string="Claims">
40
<group col="6" colspan="4">
41
<field name="name" colspan="2" />
42
<field name="date" colspan="2"/>
43
<field name="reference" colspan="2"/>
46
<group colspan="4" col="6">
47
<field name="user_id"/>
48
<field name="section_id" widget="selection" />
49
<group colspan="2" col="4">
50
<field name="stage_id" domain="[('type','=','claim')]"/>
51
<button name="stage_previous" string="" type="object" icon="gtk-go-back" />
52
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
55
<field name="priority"/>
56
<field name="date_deadline"/>
59
<group colspan="4" col="4">
61
<page string="Claim Description">
62
<group colspan="2" col="2">
63
<separator colspan="2" string="Claim Reporter"/>
64
<field name="partner_id" string="Partner"
65
on_change="onchange_partner_id(partner_id)" />
66
<field name="partner_address_id" string="Contact"
67
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
68
<field name="partner_phone"/>
69
<field name="email_from"/>
71
<group colspan="2" col="2">
72
<separator colspan="2" string="Responsibilities"/>
73
<field name="user_fault"/>
74
<field name="categ_id" widget="selection"
75
domain="[('object_id.model', '=', 'crm.claim')]" />
78
<separator colspan="4" string="Claim/Action Description"/>
79
<field name="description" colspan="4" nolabel="1"/>
80
<separator colspan="4" string=""/>
81
<group col="8" colspan="4">
82
<field name="state" select="1"/>
83
<button name="case_cancel" string="Cancel"
84
states="draft,open,pending" type="object"
86
<button name="case_pending" string="Pending"
87
states="draft,open" type="object"
88
icon="gtk-media-pause" />
89
<button name="case_open" string="Open"
90
states="draft,pending" type="object"
91
icon="gtk-go-forward" />
92
<button name="case_close" string="Done"
93
states="open,pending" type="object"
95
<button name="case_reset"
96
string="Reset to Draft" states="done,cancel"
97
type="object" icon="gtk-convert" />
101
<page string="Follow Up">
102
<group colspan="2" col="2">
103
<separator colspan="2" string="Actions"/>
104
<field name="date_action_next"/>
105
<field name="action_next"/>
108
<group colspan="2" col="2">
109
<separator colspan="2" string="Dates"/>
110
<field name="create_date"/>
111
<field name="date_closed"/>
112
<field name="write_date"/>
115
<group colspan="2" col="2">
116
<separator colspan="2" string="Root Causes"/>
117
<field name="cause" colspan="2" nolabel="1"/>
120
<group colspan="2" col="2">
121
<separator colspan="2" string="Resolution Actions"/>
122
<field name="type_action"/>
123
<field name="resolution" colspan="2" nolabel="1"/>
127
<page string="Communication & History" groups="base.group_extended">
129
<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
132
<field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
133
<tree string="History">
134
<field name="display_text" string="History Information"/>
135
<field name="history" invisible="1"/>
138
name="%(crm.action_crm_send_mail)d"
139
context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
140
icon="terp-mail-replied" type="action" attrs="{'invisible': [('history', '!=', True)]}" />
143
<form string="Communication & History">
144
<group col="4" colspan="4">
145
<field name="email_from"/>
147
<field name="email_to" widget="char" size="512"/>
148
<field name="email_cc" widget="char" size="512"/>
149
<field name="name" colspan="4" widget="char" size="512"/>
150
<field name="history" invisible="1"/>
153
<notebook colspan="4">
154
<page string="Details">
155
<group attrs="{'invisible': [('history', '!=', True)]}">
156
<field name="description" colspan="4" nolabel="1" height="250"/>
159
name="%(crm.action_crm_send_mail)d"
160
context="{'mail':'reply', 'model': 'crm.claim', 'include_original' : True}"
161
icon="terp-mail-replied" type="action" />
164
<group attrs="{'invisible': [('history', '=', True)]}">
165
<field name="display_text" colspan="4" nolabel="1" height="250"/>
169
<page string="Attachments">
170
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
176
<button string="Add Internal Note"
177
name="%(crm.action_crm_add_note)d"
178
context="{'model': 'crm.lead' }"
179
icon="terp-document-new" type="action" />
180
<button string="Send New Email"
181
name="%(crm.action_crm_send_mail)d"
182
context="{'mail':'new', 'model': 'crm.claim'}"
183
icon="terp-mail-message-new" type="action" />
191
<!-- Claim Calendar view -->
193
<record model="ir.ui.view" id="mgmtsystem_claims_calendar_view">
194
<field name="name">Claims</field>
195
<field name="model">mgmtsystem.claim</field>
196
<field name="type">calendar</field>
197
<field name="priority" eval="2"/>
198
<field name="arch" type="xml">
199
<calendar string="Claims" date_start="date_action_next" color="user_id">
205
<!-- Claim Search view -->
207
<record id="view_mgmtsystem_claims_filter" model="ir.ui.view">
208
<field name="name">Management System Claims Search</field>
209
<field name="model">mgmtsystem.claim</field>
210
<field name="type">search</field>
211
<field name="arch" type="xml">
212
<search string="Search Claims">
213
<filter icon="terp-check" string="Current" name="current"
214
domain="[('state','in',('draft', 'open'))]"
215
separator="1" help="Draft and Open Claims" />
216
<filter icon="terp-camera_test"
218
domain="[('state','=','open')]"
219
separator="1" help="In Progress Claims" />
220
<filter icon="terp-gtk-media-pause"
222
domain="[('state','=','pending')]"
223
separator="1" help="All pending Claims" />
224
<separator orientation="vertical"/>
225
<field name="name" select='1'/>
226
<field name="partner_id" select="1"/>
227
<field name="user_id" select="1" widget="selection">
228
<filter icon="terp-personal-"
229
domain="[('user_id','=', False)]"
230
help="Unassigned Claims" />
233
<group expand="0" string="Group By...">
234
<filter string="Partner" icon="terp-partner"
235
domain="[]" help="Partner"
236
context="{'group_by':'partner_id'}" />
237
<filter string="Responsible" icon="terp-personal"
238
domain="[]" help="Responsible User"
239
context="{'group_by':'user_id'}" />
240
<separator orientation="vertical"/>
241
<filter string="Stage" icon="terp-stage"
242
domain="[]" context="{'group_by':'stage_id'}" />
243
<filter string="Type" icon="terp-stock_symbol-selection"
244
domain="[]" context="{'group_by':'categ_id'}" />
245
<filter string="State"
246
icon="terp-stock_effects-object-colorize"
247
domain="[]" context="{'group_by':'state'}" />
248
<separator orientation="vertical"/>
249
<filter string="Claim Date" icon="terp-go-month"
250
domain="[]" help="Claim Date"
251
context="{'group_by':'date'}" />
252
<filter string="Deadline" icon="terp-go-month"
254
context="{'group_by':'date_deadline'}" />
255
<filter string="Closure" icon="terp-go-month"
256
domain="[]" help="Date Closed"
257
context="{'group_by':'date_closed'}" />
263
<record model="ir.actions.act_window" id="mgmtsystem_claim_action">
264
<field name="name">Claims</field>
265
<field name="res_model">mgmtsystem.claim</field>
266
<field name="view_type">form</field>
267
<field name="view_mode">tree,calendar,form</field>
268
<field name="view_id" ref="mgmtsystem_claims_tree_view"/>
269
<field name="context">{'search_default_section_id': section_id, "search_default_current":1,"search_default_user_id":uid, "stage_type":'claim'}</field>
270
<field name="search_view_id" ref="view_mgmtsystem_claims_filter"/>
271
<field name="help">Record and track your external parties' claims. You can send emails with attachments and keep the full history for a claim (emails sent, intervention type and so on). Claims may automatically be linked to an email address using the mail gateway module.</field>
275
id="menu_mgmtsystem_claims"
277
parent="mgmtsystem.menu_mgmtsystem_main"
278
action="mgmtsystem_claim_action"
280
groups="base.group_mgmtsystem_manager,base.group_mgmtsystem_auditor,base.group_user"/>
283
id="menu_config_claim"
285
groups="base.group_extended"
286
parent="mgmtsystem.menu_mgmtsystem_configuration"
290
id="menu_crm_case_claim-act"
292
parent="menu_config_claim"
293
action="crm_claim.crm_claim_categ_action" />
296
id="menu_crm_claim_stage_act"
298
parent="menu_config_claim"
299
action="crm_claim.crm_claim_stage_act" />
301
<!-- audittrail rule -->
303
<record id="mgmtsystem_claim_audit_rule" model="audittrail.rule">
304
<field name="name">Audit on Management System Claims</field>
305
<field name="object_id" search="[('model','=','mgmtsystem.claim')]"/>
306
<field name="log_create">1</field>
307
<field name="log_workflow">1</field>
308
<field name="log_unlink">1</field>
309
<field name="log_action">1</field>
310
<field name="log_workflow">1</field>
311
<field name="state">subscribed</field>
added
removed
mgmtsystem_claim/mgmtsystem_claim.xml
