Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[16.0][IMP] crm_claim_type: Add search view #623

Closed
wants to merge 1 commit into from
Closed

[16.0][IMP] crm_claim_type: Add search view #623

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
41 changes: 0 additions & 41 deletions crm_claim/data/crm_claim_data.xml
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,41 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,85 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,133 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,11 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,54 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,17 +0,0 @@
<?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
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -1,51 +0,0 @@
<?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>
Loading
Loading