5 # ------------------------------------------------------
6 # Fund Raising Categories
7 # ------------------------------------------------------
8 <record id="crm_fund_categ_action" model="ir.actions.act_window">
9 <field name="name">Fundraising Categories</field>
10 <field name="res_model">crm.case.categ</field>
11 <field name="view_type">form</field>
12 <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
13 <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
14 <field name="context">{'object_id':'crm.fundraising'}</field>
16 <menuitem action="crm_fund_categ_action" id="menu_crm_case_fundraising-act" parent="crm.menu_crm_case_categ"/>
17 # ------------------------------------------------------
19 # ------------------------------------------------------
20 <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
21 <field name="name">Fundraising Stages</field>
22 <field name="res_model">crm.case.stage</field>
23 <field name="view_type">form</field>
24 <field name="view_id" ref="crm.crm_case_stage_tree"/>
25 <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
26 <field name="context">{'object_id':'crm.fundraising'}</field>
28 <menuitem action="crm_fundraising_stage_act" id="menu_crm_fundraising_stage_act" parent="crm.menu_crm_case_stage"/>
30 # ------------------------------------------------------
32 # ------------------------------------------------------
33 <record id="crm_fundraising_resource_act" model="ir.actions.act_window">
34 <field name="name">Fundraising Type</field>
35 <field name="res_model">crm.case.resource.type</field>
36 <field name="view_type">form</field>
37 <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
38 <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
39 <field name="context">{'object_id':'crm.fundraising'}</field>
41 <menuitem action="crm_fundraising_resource_act" id="menu_crm_fundraising_resource_act" parent="crm.menu_crm_case_resource_type"/>
44 # ------------------------------------------------------
46 # ------------------------------------------------------
47 <record model="ir.ui.view" id="crm_case_tree_view_fund">
48 <field name="name">CRM - Funds Tree</field>
49 <field name="model">crm.fundraising</field>
50 <field name="type">tree</field>
51 <field name="arch" type="xml">
52 <tree string="Funds Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
54 <field name="name" string="Fund Description"/>
55 <field name="categ_id"/>
56 <field name="type_id" string="Payment Mode"/>
57 <field name="planned_cost" string="Amount"/>
58 <field name="probability"/>
59 <field name="user_id"/>
61 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
62 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
63 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
64 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
65 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
66 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
70 <record model="ir.ui.view" id="crm_case_form_view_fund">
71 <field name="name">CRM - Funds Form</field>
72 <field name="model">crm.fundraising</field>
73 <field name="type">form</field>
74 <field name="arch" type="xml">
75 <form string="Funds Form">
76 <group colspan="4" col="4">
77 <field name="name" select="1" string="Name"/>
78 <field name="type_id" string="Payment Mode" select="1" widget="selection"
79 domain="[('object_id.model', '=', 'crm.fundraising')]" />
81 <notebook colspan="4">
83 <separator colspan="4" string="Communication"/>
84 <group colspan="4" col="4">
85 <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
86 <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
87 <field name="email_from" colspan="2"/>
89 <separator colspan="4" string="Estimates"/>
90 <field name="planned_cost"/>
91 <field name="planned_revenue"/>
92 <field name="probability"/>
93 <separator colspan="4" string="Categorization"/>
94 <group colspan="4" col="6">
95 <field name="user_id" select="2" string="Responsible"/>
96 <field name="section_id" colspan="1" widget="selection"/>
97 <field name="categ_id" select="1"
99 domain="[('object_id.model', '=', 'crm.fundraising')]" />
101 <field name="duration"/>
103 <separator colspan="4" string="Details"/>
104 <field name="description" nolabel="1" colspan="4"/>
105 <separator colspan="4"/>
106 <group col="8" colspan="4">
107 <field name="state" select="2"/>
108 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
109 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
110 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
111 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
112 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
113 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
116 <page string="History" groups="base.group_extended">
117 <field name="id" select="1"/>
118 <field name="active"/>
119 <field name="priority" string="Priority"/>
121 <field name="canal_id"/>
123 <separator colspan="4" string="Dates"/>
124 <field name="create_date"/>
125 <field name="date_closed"/>
126 <separator colspan="4" string="References"/>
127 <field name="ref" colspan="4"/>
128 <field name="ref2" colspan="4"/>
130 <field name="log_ids" nolabel="1" colspan="4">
131 <form string="Actions">
132 <separator string="Action Information" colspan="4"/>
133 <field name="name" colspan="4"/>
135 <field name="user_id"/>
137 <field name="canal_id"/>
141 <page string="Emails" groups="base.group_extended">
143 <field colspan="4" name="email_cc" string="CC"/>
145 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
146 <form string="Communication history">
147 <group col="7" colspan="4">
149 <field name="email"/>
150 <field name="canal_id"/>
153 name="%(crm.action_view_crm_email_add_cc_wizard)d"
154 icon="gtk-add" type="action"/>
157 <field name="description" colspan="4" nolabel="1"/>
158 <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
160 <tree string="Communication history">
161 <field name="description"/>
162 <field name="email"/>
166 <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
172 <record model="ir.ui.view" id="crm_case_calendar_view_fund">
173 <field name="name">CRM - Funds Calendar</field>
174 <field name="model">crm.fundraising</field>
175 <field name="type">calendar</field>
176 <field name="priority" eval="2"/>
177 <field name="arch" type="xml">
178 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
180 <field name="partner_id"/>
184 <record model="ir.ui.view" id="crm_case_graph_view_fund">
185 <field name="name">CRM - Funds Graph</field>
186 <field name="model">crm.fundraising</field>
187 <field name="type">graph</field>
188 <field name="arch" type="xml">
189 <graph string="Funds by Categories" type="bar" orientation="horizontal">
190 <field name="categ_id"/>
191 <field name="planned_cost" operator="+"/>
192 <field name="state" group="True"/>
197 <record id="view_crm_case_fund_filter" model="ir.ui.view">
198 <field name="name">CRM - Funds Search</field>
199 <field name="model">crm.fundraising</field>
200 <field name="type">search</field>
201 <field name="arch" type="xml">
202 <search string="Search Funds">
203 <group col='6' colspan='4'>
204 <filter icon="terp-partner" string="My Funds"
205 default="1" domain="[('user_id','=',uid)]"
207 help="Funds Related to Current User"
209 <field name="state" select="1">
210 <filter icon="gtk-new" domain="[('state','in',('draft', 'open'))]" help="Current Funds" default="1"/>
211 <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/>
212 <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
214 <field name="name" select='1' string="Fund Description"/>
215 <field name="user_id" select="1" widget="selection">
216 <filter icon="terp-partner" domain="[('user_id','=', False)]" help="Unassigned" />
218 <field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
219 <filter icon="terp-crm"
220 domain="[('section_id','=',context.get('section_id',False))]"