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[IMP] crm_claim_type: Add search view
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@unaiberis
unaiberis committed Dec 27, 2024
1 parent ddfcbc4 commit f2a7ad5
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41 changes: 0 additions & 41 deletions crm_claim/data/crm_claim_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record model="crm.claim.category" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="team_id" ref="sales_team.team_sales_department" />
</record>
<record model="crm.claim.category" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="team_id" ref="sales_team.team_sales_department" />
</record>
<record model="crm.claim.category" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="team_id" ref="sales_team.team_sales_department" />
</record>
<record model="utm.campaign" id="claim_source1">
<field name="name">Corrective</field>
</record>
<record model="utm.campaign" id="claim_source2">
<field name="name">Preventive</field>
</record>
<record model="crm.claim.stage" id="stage_claim1">
<field name="name">New</field>
<field name="sequence">1</field>
<field name="case_default" eval="True" />
</record>
<record model="crm.claim.stage" id="stage_claim5">
<field name="name">In Progress</field>
<field name="sequence">27</field>
<field name="case_default" eval="True" />
</record>
<record model="crm.claim.stage" id="stage_claim2">
<field name="name">Settled</field>
<field name="sequence">28</field>
<field name="case_default" eval="True" />
</record>
<record model="crm.claim.stage" id="stage_claim3">
<field name="name">Rejected</field>
<field name="sequence">29</field>
<field name="case_default" eval="True" />
</record>
</odoo>
85 changes: 0 additions & 85 deletions crm_claim/demo/crm_claim_demo.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="crm_claim_1" model="crm.claim">
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date" />
<field name="partner_id" ref="base.res_partner_3" />
<field eval="&quot;1&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field eval="&quot;Problem with the delivery of goods&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field name="categ_id" ref="crm_claim.categ_claim1" />
<field name="stage_id" ref="crm_claim.stage_claim1" />
<field eval="&quot;(769) 703-274&quot;" name="partner_phone" />
</record>
<record id="crm_claim_2" model="crm.claim">
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date" />
<field name="partner_id" ref="base.res_partner_1" />
<field eval="&quot;0&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field eval="&quot;Damaged Products&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field name="categ_id" ref="crm_claim.categ_claim2" />
<field name="stage_id" ref="crm_claim.stage_claim5" />
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone" />
</record>
<record id="crm_claim_3" model="crm.claim">
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date" />
<field name="partner_id" ref="base.res_partner_10" />
<field eval="&quot;2&quot;" name="priority" />
<field name="user_id" ref="base.user_demo" />
<field eval="&quot;Document related problems&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field name="categ_id" ref="crm_claim.categ_claim3" />
<field name="stage_id" ref="crm_claim.stage_claim2" />
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone" />
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from" />
</record>
<record id="crm_claim_4" model="crm.claim">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date" />
<field name="partner_id" ref="base.res_partner_18" />
<field eval="&quot;1&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field eval="&quot;Product quality not maintained&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field name="categ_id" ref="crm_claim.categ_claim1" />
<field name="stage_id" ref="crm_claim.stage_claim5" />
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone" />
</record>
<record id="crm_claim_5" model="crm.claim">
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date" />
<field name="partner_id" ref="base.res_partner_3" />
<field eval="&quot;1&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field eval="&quot;Some products missing&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field name="categ_id" ref="crm_claim.categ_claim3" />
<field name="stage_id" ref="crm_claim.stage_claim3" />
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone" />
</record>
<record id="crm_claim_6" model="crm.claim">
<field name="partner_id" ref="base.res_partner_12" />
<field eval="&quot;1&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field
eval="&quot;Problem with the delivery of assignments&quot;"
name="name"
/>
<field name="team_id" ref="sales_team.team_sales_department" />
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date" />
<field name="categ_id" ref="crm_claim.categ_claim1" />
<field name="stage_id" ref="crm_claim.stage_claim5" />
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone" />
<field eval="&quot;info@opensides.be&quot;" name="email_from" />
</record>
<record id="crm_claim_7" model="crm.claim">
<field name="partner_id" ref="base.res_partner_2" />
<field eval="&quot;1&quot;" name="priority" />
<field name="user_id" ref="base.user_root" />
<field eval="&quot;Documents unclear&quot;" name="name" />
<field name="team_id" ref="sales_team.team_sales_department" />
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date" />
<field name="categ_id" ref="crm_claim.categ_claim3" />
<field name="stage_id" ref="crm_claim.stage_claim2" />
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone" />
</record>
</odoo>
133 changes: 0 additions & 133 deletions crm_claim/report/crm_claim_report_view.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="view_report_crm_claim_pivot" model="ir.ui.view">
<field name="name">crm.claim.report.pivot</field>
<field name="model">crm.claim.report</field>
<field name="arch" type="xml">
<pivot string="Claims" disable_linking="True">
<field name="stage_id" type="row" />
<field name="team_id" type="col" />
<field name="nbr_claims" type="measure" />
</pivot>
</field>
</record>
<record id="view_report_crm_claim_graph" model="ir.ui.view">
<field name="name">crm.claim.report.graph</field>
<field name="model">crm.claim.report</field>
<field name="arch" type="xml">
<graph string="Claims">
<field name="stage_id" />
<field name="team_id" />
<field name="nbr_claims" type="measure" />
</graph>
</field>
</record>
<record id="filter_report_crm_claim_workload" model="ir.filters">
<field name="name">Workload</field>
<field name="model_id">crm.claim.report</field>
<field name="user_id" eval="False" />
<field
name="context"
>{'group_by': ['subject'], 'measures': ['email', 'delay_close']}</field>
</record>
<record id="view_report_crm_claim_filter" model="ir.ui.view">
<field name="name">crm.claim.report.select</field>
<field name="model">crm.claim.report</field>
<field name="arch" type="xml">
<search string="Search">
<filter
string="My Sales Team(s)"
name="My Sales Team(s)"
context="{'invisible_team': False}"
domain="[('team_id.user_id','=',uid)]"
help="My Sales Team(s)"
/>
<separator />
<filter
string="My Company"
name="My Company"
domain="[('company_id.user_ids','=',uid)]"
help="My Company"
groups="base.group_multi_company"
/>
<separator />
<field name="company_id" groups="base.group_multi_company" />
<field name="user_id" string="Salesperson" />
<field
name="team_id"
string="Sales Team"
context="{'invisible_team': False}"
/>
<group expand="0" string="Extended Filters...">
<field
name="partner_id"
filter_domain="[('partner_id','child_of',self)]"
/>
<field name="stage_id" domain="[('team_ids', '=', 'team_id')]" />
<field name="categ_id" />
<field name="priority" />
<field name="type_action" />
<field name="create_date" />
<field name="date_closed" />
<field name="date_deadline" />
</group>
<group expand="1" string="Group By">
<filter
string="Salesperson"
name="Salesperson"
context="{'group_by':'user_id'}"
/>
<filter
string="Partner"
name="partner"
context="{'group_by':'partner_id'}"
/>
<filter
string="Stage"
name="Stage"
context="{'group_by':'stage_id'}"
/>
<filter
string="Category"
name="Category"
context="{'group_by':'categ_id'}"
/>
<filter
string="Company"
name="Company"
context="{'group_by':'company_id'}"
groups="base.group_multi_company"
/>
<separator />
<filter
string="Creation Month"
name="Creation Month"
context="{'group_by':'claim_date:month'}"
help="Month of claim"
/>
</group>
</search>
</field>
</record>
<record id="action_report_crm_claim" model="ir.actions.act_window">
<field name="name">Claims Analysis</field>
<field name="res_model">crm.claim.report</field>
<field name="view_mode">pivot,graph</field>
<field
name="context"
>{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="search_view_id" ref="view_report_crm_claim_filter" />
<field name="view_id" />
<!-- force empty -->
<field
name="help"
>Have a general overview of all claims processed in the system by sorting them with specific criteria.</field>
</record>
<menuitem
name="Claims"
id="menu_report_crm_claim_tree"
action="action_report_crm_claim"
parent="crm.crm_menu_report"
sequence="15"
/>
</odoo>
11 changes: 0 additions & 11 deletions crm_claim/security/crm_claim_security.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="crm_claim_comp_rule" model="ir.rule">
<field name="name">Claim multi-company</field>
<field name="model_id" ref="model_crm_claim" />
<field name="global" eval="True" />
<field
name="domain_force"
>['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
</record>
</odoo>
54 changes: 0 additions & 54 deletions crm_claim/views/crm_claim_category_views.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<menuitem
id="menu_config_claim"
name="Claim"
groups="base.group_no_one"
parent="crm.crm_menu_config"
sequence="55"
/>
<record id="crm_claim_category_form" model="ir.ui.view">
<field name="name">crm.claim.category.form</field>
<field name="model">crm.claim.category</field>
<field name="arch" type="xml">
<form string="Claim Categories">
<group>
<field name="name" />
<field name="team_id" />
</group>
</form>
</field>
</record>
<record id="crm_claim_category_tree" model="ir.ui.view">
<field name="name">crm.claim.category.tree</field>
<field name="model">crm.claim.category</field>
<field name="arch" type="xml">
<tree>
<field name="name" />
<field name="team_id" />
</tree>
</field>
</record>
<record id="crm_claim_categ_action" model="ir.actions.act_window">
<field name="name">Claim Categories</field>
<field name="res_model">crm.claim.category</field>
<field name="view_id" ref="crm_claim_category_tree" />
<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 examples 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"
/>
</odoo>
17 changes: 0 additions & 17 deletions crm_claim/views/crm_claim_menu.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<menuitem
id="menu_aftersale"
name="After Sale"
groups="sales_team.group_sale_salesman"
parent="crm.crm_menu_root"
sequence="5"
/>
<menuitem
name="Claims"
id="menu_crm_case_claims"
parent="menu_aftersale"
action="crm_claim_category_claim0"
sequence="1"
/>
</odoo>
51 changes: 0 additions & 51 deletions crm_claim/views/crm_claim_stage_views.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<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>
<field name="sequence" widget="handle" />
<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>
<group>
<field name="team_ids" />
</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_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>
<menuitem
id="menu_claim_stage_view"
name="Stages"
action="crm_claim_stage_act"
parent="menu_config_claim"
sequence="20"
/>
</odoo>
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