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crm_claim_view.xml
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<?xml version="1.0"?>
<openerp>
<data>
<menuitem id="menu_config_claim" name="Claim"
groups="base.group_no_one"
parent="base.menu_base_config" sequence="55"/>
<!-- 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" eval="{'object_id': ref('model_crm_claim')}"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a claim category.
</p><p>
Create claim categories to better manage and classify your
claims. Some example of claims can be: preventive action,
corrective action.
</p>
</field>
</record>
<menuitem action="crm_claim_categ_action" name="Categories"
id="menu_crm_case_claim-act" parent="menu_config_claim" groups="base.group_no_one"/>
<!-- Claim Stages -->
<record id="crm_claim_stage_tree" model="ir.ui.view">
<field name="name">crm.claim.stage.tree</field>
<field name="model">crm.claim.stage</field>
<field name="arch" type="xml">
<tree string="Claim Stages">
<field name="sequence"/>
<field name="name"/>
</tree>
</field>
</record>
<record id="crm_claim_stage_form" model="ir.ui.view">
<field name="name">crm.claim.stage.form</field>
<field name="model">crm.claim.stage</field>
<field name="arch" type="xml">
<form string="Claim Stage">
<group col="4">
<field name="name"/>
<field name="case_default"/>
<field name="sequence"/>
</group>
</form>
</field>
</record>
<record id="crm_claim_stage_act" model="ir.actions.act_window">
<field name="name">Claim Stages</field>
<field name="res_model">crm.claim.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_claim_stage_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to setup a new stage in the processing of the claims.
</p><p>
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.
</p>
</field>
</record>
<!-- 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="arch" type="xml">
<tree string="Claims">
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="date"/>
<field name="stage_id"/>
<field name="date_action_next"/>
<field name="action_next"/>
<field name="categ_id" string="Type"/>
<field name="date_deadline" invisible="1"/>
<field name="date_closed" invisible="1"/>
</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="arch" type="xml">
<form string="Claim">
<header>
<field name="stage_id" widget="statusbar" clickable="True"/>
</header>
<sheet string="Claims">
<group>
<field name="name"/>
<field name="date"/>
</group>
<group colspan="4" col="4" groups="base.group_user">
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
<field name="priority" widget="priority"/>
<field name="section_id" groups="base.group_multi_salesteams"/>
<field name="date_deadline"/>
</group>
<group colspan="4" col="4">
<notebook>
<page string="Claim Description">
<group colspan="2" col="2" groups="base.group_user">
<separator colspan="2" string="Claim Reporter"/>
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)"/>
<field name="partner_phone"/>
<field name="email_from" widget="email"/>
</group>
<group colspan="2" col="2" groups="base.group_user">
<separator colspan="2" string="Responsibilities"/>
<field name="user_fault"/>
<field name="categ_id" options="{'no_create': True, 'no_open': True}"
domain="[('object_id.model', '=', 'crm.claim')]"/>
<field name="ref"/>
</group>
<separator colspan="4" string="Claim/Action Description" groups="base.group_user"/>
<field name="description" colspan="4" nolabel="1"/>
</page>
<page string="Follow Up" groups="base.group_user">
<group colspan="2" col="2">
<separator colspan="2" string="Actions"/>
<field name="date_action_next"/>
<field name="action_next"/>
</group>
<group colspan="2" col="2" groups="base.group_no_one">
<separator colspan="2" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="write_date"/>
</group>
<group colspan="2" col="2">
<separator colspan="2" string="Root Causes"/>
<field name="cause" colspan="2" nolabel="1"/>
</group>
<group colspan="2" col="2">
<separator colspan="2" string="Resolution Actions"/>
<field name="type_action"/>
<field name="resolution" colspan="2" nolabel="1" placeholder="Action Description..."/>
</group>
</page>
</notebook>
</group>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!-- Claim Calendar view -->
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
<field name="name">Claims Actions</field>
<field name="model">crm.claim</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Claims" date_start="date_action_next" color="user_id">
<field name="name"/>
</calendar>
</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="arch" type="xml">
<search string="Search Claims">
<field name="name" string="Claims"/>
<separator/>
<filter string="Unassigned Claims" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Claims" />
<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
<field name="user_id"/>
<group expand="0" string="Group By">
<filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}"/>
<filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}"/>
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Type" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
<filter string="Claim Month" icon="terp-go-month" domain="[]" help="Claim Date by Month" context="{'group_by':'date'}"/>
<filter string="Deadline" icon="terp-go-month" domain="[]" context="{'group_by':'date_deadline'}"/>
<filter string="Closure" icon="terp-go-month" domain="[]" help="Date Closed" context="{'group_by':'date_closed'}" groups="base.group_no_one"/>
</group>
</search>
</field>
</record>
</data>
</openerp>