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https://github.com/bringout/oca-technical.git
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229 lines
10 KiB
XML
229 lines
10 KiB
XML
<?xml version="1.0" ?>
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<odoo>
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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>
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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" groups="base.group_user" />
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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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<field name="company_id" groups="base.group_multi_company" />
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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">
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<header>
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<field
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name="stage_id"
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widget="statusbar"
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options="{'clickable': 1}"
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groups="base.group_user"
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/>
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</header>
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<sheet string="Claims">
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<div class="oe_button_box" name="button_box" />
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<group>
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<field name="name" />
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<field name="date" />
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<field name="company_id" groups="base.group_multi_company" />
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</group>
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<group colspan="4" col="4" groups="base.group_user">
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<field name="priority" widget="priority" />
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<field name="date_deadline" />
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</group>
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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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<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
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name="user_id"
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context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"
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/>
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<field name="user_fault" />
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<field
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name="categ_id"
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options="{'no_create': True, 'no_open': True}"
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/>
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<field name="team_id" />
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<field name="model_ref_id" widget="reference" />
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</group>
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<separator
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colspan="4"
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string="Claim/Action Description"
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groups="base.group_user"
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/>
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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" 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" invisible="1" />
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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
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name="resolution"
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colspan="2"
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nolabel="1"
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placeholder="Action Description..."
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/>
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</group>
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</page>
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</notebook>
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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" />
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<field name="activity_ids" widget="mail_activity" />
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<field
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name="message_ids"
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widget="mail_thread"
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options="{'post_refresh': 'recipients'}"
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/>
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</div>
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</form>
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</field>
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</record>
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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
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string="Claims"
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date_start="activity_date_deadline"
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color="user_id"
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>
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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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<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
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string="Unassigned Claims"
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name="Unassigned Claims"
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domain="[('user_id','=', False)]"
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help="Unassigned Claims"
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/>
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<field
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name="partner_id"
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filter_domain="[('partner_id','child_of',self)]"
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/>
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<field name="user_id" />
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<group expand="0" name="claims" string="Group By">
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<filter
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string="Partner"
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name="partner"
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domain="[]"
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help="Partner"
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context="{'group_by':'partner_id'}"
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/>
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<filter
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string="Responsible"
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name="responsible"
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domain="[]"
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help="Responsible User"
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context="{'group_by':'user_id'}"
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/>
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<filter
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string="Stage"
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name="stage"
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domain="[]"
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context="{'group_by':'stage_id'}"
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/>
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<filter
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string="Type"
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name="type"
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domain="[]"
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context="{'group_by':'categ_id'}"
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/>
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<filter
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string="Claim Month"
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name="claim_month"
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domain="[]"
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help="Claim Date by Month"
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context="{'group_by':'date'}"
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/>
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<filter
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string="Deadline"
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name="deadline"
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domain="[]"
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context="{'group_by':'date_deadline'}"
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/>
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<filter
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string="Closure"
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name="closure"
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domain="[]"
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help="Date Closed"
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context="{'group_by':'date_closed'}"
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groups="base.group_no_one"
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invisible="1"
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/>
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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 model="ir.actions.act_window" id="crm_claim_category_claim0">
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<field name="name">Claims</field>
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<field name="res_model">crm.claim</field>
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<field name="view_mode">tree,calendar,form</field>
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<field name="view_id" ref="crm_case_claims_tree_view" />
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<field name="context">
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{"search_default_user_id":uid, "stage_type": 'claim'}</field>
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<field name="search_view_id" ref="crm_claim.view_crm_case_claims_filter" />
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Record and track your customers' claims.
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Claims may be linked to a sales order or a lot.
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You can send emails with attachments and keep the full history for a claim (emails sent, intervention type and so on).
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Claims may automatically be linked to an email address using the mail gateway module.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
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<field name="sequence" eval="1" />
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_claims_tree_view" />
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<field name="act_window_id" ref="crm_claim_category_claim0" />
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
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<field name="sequence" eval="2" />
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<field name="view_mode">calendar</field>
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<field name="view_id" ref="crm_case_claims_calendar_view" />
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<field name="act_window_id" ref="crm_claim_category_claim0" />
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
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<field name="sequence" eval="3" />
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_claims_form_view" />
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<field name="act_window_id" ref="crm_claim_category_claim0" />
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</record>
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</odoo>
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