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insurance_followup_view.xml
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380 lines (347 loc) · 16.8 KB
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Top menu item -->
<menuitem name="Insurance" id="base.menu_tools_Insurance" sequence="130" />
<!-- Tree view -->
<record model="ir.ui.view" id="view_insurance_department_tree">
<field name="name">insurance.department.tree</field>
<field name="model">insurance.department</field>
<field name="arch" type="xml">
<tree string="Insurance Department">
<field name="name"/>
<field name="code" />
</tree>
</field>
</record>
<!-- Form view -->
<record model="ir.ui.view" id="view_insurance_department_form">
<field name="name">insurance.department.form</field>
<field name="model">insurance.department</field>
<field name="arch" type="xml">
<form string="Insurance">
<group>
<field name="name"/>
<field name="code" />
</group>
</form>
</field>
</record>
<!-- Action -->
<record model="ir.actions.act_window" id="action_insurance_department">
<field name="name">Department</field>
<field name="res_model">insurance.department</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<!-- Menu -->
<menuitem name="Configuration" parent="base.menu_tools_Insurance" id="menu_insurance_config" sequence="16"/>
<menuitem name="Department" parent="menu_insurance_config" id="menu_insurance_department" action="action_insurance_department"/>
<!-- Tree view -->
<record model="ir.ui.view" id="view_payment_frequency_tree">
<field name="name">payment.frequency.tree</field>
<field name="model">payment.frequency</field>
<field name="arch" type="xml">
<tree string="Payment Frequency">
<field name="no"/>
<field name="desc" />
</tree>
</field>
</record>
<!-- Form view -->
<record model="ir.ui.view" id="view_payment_frequency_form">
<field name="name">payment.frequency.form</field>
<field name="model">payment.frequency</field>
<field name="arch" type="xml">
<form string="Payment Frequency">
<group>
<group>
<field name="no"/>
<field name="desc" />
</group>
<group></group>
</group>
</form>
</field>
</record>
<!-- Action -->
<record model="ir.actions.act_window" id="action_payment_frequency">
<field name="name">Frequency</field>
<field name="res_model">payment.frequency</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<!-- Menu -->
<menuitem name="Frequency" parent="menu_insurance_config" id="menu_payment_frequency" action="action_payment_frequency"/>
<!-- Tree view -->
<record model="ir.ui.view" id="view_insurance_followup_tree">
<field name="name">insurance.followup.tree</field>
<field name="model">insurance.followup</field>
<field name="arch" type="xml">
<tree string="Insurance" >
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" invisible="1"/>
<field name="payment_frequency" invisible="1"/>
<field name="issue_date" />
<field name="date_due" />
<field name="state"/>
</tree>
</field>
</record>
<!-- calendr view -->
<record model="ir.ui.view" id="view_insurance_calendar_view">
<field name="name">Insurance Calendar</field>
<field name="model">insurance.followup</field>
<field eval="2" name="priority"/>
<field name="arch" type="xml">
<calendar color="user_id" date_start="issue_date" string="Insurance Calendar">
<field name="name"/>
<field name="date_due"/>
<field name="partner_id"/>
</calendar>
</field>
</record>
<!-- Form view -->
<record model="ir.ui.view" id="view_insurance_followup_form">
<field name="name">insurance.followup.form</field>
<field name="model">insurance.followup</field>
<field name="arch" type="xml">
<form string="Insurance">
<header>
<button name="insurance_open" string="Open" states="draft" class="oe_highlight"/>
<button name="insurance_paid" string="Paid" states="open" class="oe_highlight"/>
<button name="insurance_cancel" string="Cancel" states="open" class="oe_highlight"/>
<button name="insurance_draft" string="Set to Draft" states="cancel" class="oe_highlight"/>
<field name="state" widget="statusbar" statusbar_visible="draft,open,close"/>
</header>
<sheet>
<label for="name" class="oe_edit_only"/>
<h1><field name="name"/></h1>
<group>
<field name="partner_id" />
<field name="user_id" />
<field name="policy_status"/>
<field name="off_payment"/>
</group>
<notebook>
<page string="Public Information">
<group>
<group string="Contact Information">
<field name="surname" />
<field name="address_id" />
<field name="email" widget="email"/>
<field name="phone"/>
</group>
<group string="Department Information">
<field name="department_id" />
<!--field name="company_id"/-->
<field name="insurance_issuer_id"/>
<field name="amount"/>
</group>
<group string="Dates" >
<field name="issue_date" />
<field name="date_due" />
<field name="expiry_date" />
</group>
<group string="Other Information" >
<field name="payment_frequency"/>
<field name="prime" />
<field name="form" />
<field name="divisiones"/>
<field name="plan" />
</group>
</group>
<field name="notes" placeholder="Other Information ..." colspan="4"/>
</page>
<page string="Payment">
<field name="payment_ids">
<tree string="Payments" editable="top">
<field name="payment_id" invisible="1"/>
<field name="date" string="Payment Date"/>
<field name="paid_amt"/>
</tree>
</field>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<!-- Action -->
<record model="ir.actions.act_window" id="action_Insurance_Insurance">
<field name="name">Insurance</field>
<field name="res_model">insurance.followup</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar</field>
<field name="domain">[('off_payment', '=', False)]</field>
</record>
<!-- Menu -->
<menuitem name="Insurance" parent="base.menu_tools_Insurance" id="menu_insurance_perent" sequence="3"/>
<menuitem name="Insurance" parent="menu_insurance_perent" id="menu_insurance_sub" action="action_Insurance_Insurance" />
<!-- Insurance Follow-up -->
<record id="view_insurance_followup_followup_line_tree" model="ir.ui.view">
<field name="name">insurance_followup.followup.line.tree</field>
<field name="model">insurance_followup.followup.line</field>
<field name="arch" type="xml">
<tree string="Follow-up Steps" >
<field name="sequence"/>
<field name="name"/>
<field name="delay"/>
<field name="state"/>
<field name="send_email"/>
</tree>
</field>
</record>
<record id="view_insurance_followup_followup_line_form" model="ir.ui.view">
<field name="name">insurance_followup.followup.line.form</field>
<field name="model">insurance_followup.followup.line</field>
<field name="arch" type="xml">
<form string="Follow-up Steps">
<label for="name" class="oe_edit_only"/>
<h1><field name="name"/></h1>
<div class="oe_inline">
<field name="state" class="oe_inline"/><field name="delay" class="oe_inline"/> days overdue, do the following actions:
</div>
<div>
<field name="send_email" class="oe_inline"/>
<label for="send_email"/>
</div>
<group>
<field name="sequence"/>
</group>
<group string="Send an Email" attrs="{'invisible': [('send_email', '=', False)]}">
<field name="email_template_id" attrs="{'required': [('send_email', '<>', False)]}"/>
</group>
<group >
<field name="description" nolabel="1" colspan="2"/>
</group>
</form>
</field>
</record>
<record id="view_insurance_followup_followup_form" model="ir.ui.view">
<field name="name">insurance_followup.followup.form</field>
<field name="model">insurance_followup.followup</field>
<field name="arch" type="xml">
<form string="Follow-up">
<h1><field name="company_id" widget="selection" class="oe_inline"/></h1>
<p class="oe_grey">
To remind customers of paying their Insurance, you can
define different actions depending on how severely
overdue the customer is. These actions are bundled
into follow-up levels that are triggered when the due
date of an Insurance has passed a certain
number of days. If there are other overdue Insurance for the
same customer, the actions of the most
overdue invoice will be executed.
</p>
<field name="followup_line"/>
</form>
</field>
</record>
<record id="view_insurance_followup_followup_tree" model="ir.ui.view">
<field name="name">insurance_followup.followup.tree</field>
<field name="model">insurance_followup.followup</field>
<field name="arch" type="xml">
<tree string="Follow-up">
<field name="company_id" />
</tree>
</field>
</record>
<record id="view_insurance_followup_filter" model="ir.ui.view">
<field name="name">insurance_followup.select</field>
<field name="model">insurance_followup.followup</field>
<field name="arch" type="xml">
<search string="Search Follow-up">
<field name="company_id" groups="base.group_multi_company"/>
<group expand="0" string="Group By...">
<filter string="Agnent" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
</group>
</search>
</field>
</record>
<record id="action_insurance_followup_definition_form" model="ir.actions.act_window">
<field name="name">Payment Follow-ups</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">insurance_followup.followup</field>
<field name="search_view_id" ref="view_insurance_followup_filter"/>
<field name="view_type">form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to define follow-up levels and their related actions.
</p><p>
For each step, specify the actions to be taken and delay in days. It is
possible to use print and e-mail templates to send specific messages to
the customer.
</p>
</field>
</record>
<record id="view_insurance_followup_filter_agnet" model="ir.ui.view">
<field name="name">insurance.followup.select</field>
<field name="model">insurance.followup</field>
<field name="arch" type="xml">
<search string="Search Follow-up">
<filter string="Name" icon="terp-personal" domain="[]" context="{'group_by':'name'}"/>
<filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
<group expand="0" string="Group By...">
<filter string="Agnent" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Payment Frequency" icon="terp-personal" domain="[]" context="{'group_by':'payment_frequency'}"/>
<filter string="Month" icon="terp-go-month" context="{'group_by':'issue_date'}" name="issue_date"/>
</group>
</search>
</field>
</record>
<record id="action_insurance_followup_definition_form1" model="ir.actions.act_window">
<field name="name">Payment Follow-ups</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">insurance_followup.followup</field>
<field name="search_view_id" ref="view_insurance_followup_filter_agnet"/>
<field name="view_type">form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to define insurance and their related actions.
</p><p>
For each step, specify the actions to be taken and delay in days. It is
possible to use print and e-mail templates to send specific messages to
the customer.
</p>
</field>
</record>
<menuitem name="Insurance Follow-Up" parent="base.menu_tools_Insurance" id="menu_insurance_followup_perent" sequence="10"/>
<menuitem action="action_insurance_followup_definition_form" id="insurance_followup_menu_sub" parent="menu_insurance_followup_perent" name="Follow-up Levels"/>
<!-- Tree view -->
<record model="ir.ui.view" id="view_insurance_issuer_tree">
<field name="name">insurance.issuer.tree</field>
<field name="model">insurance.issuer</field>
<field name="arch" type="xml">
<tree string="Insurance Issuer">
<field name="name" />
</tree>
</field>
</record>
<!-- Form view -->
<record model="ir.ui.view" id="view_insurance_issuer_form">
<field name="name">insurance.issuer.form</field>
<field name="model">insurance.issuer</field>
<field name="arch" type="xml">
<form string="Insurance Issuer">
<group>
<group>
<field name="name" />
</group>
<group></group>
</group>
</form>
</field>
</record>
<!-- Action -->
<record model="ir.actions.act_window" id="action_insurance_issuer">
<field name="name">Insurance Issuer</field>
<field name="res_model">insurance.issuer</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<!-- Menu -->
<menuitem name="Insurance Issuer" parent="menu_insurance_config" id="menu_insurance_issuer" action="action_insurance_issuer"/>
</data>
</openerp>