addons/crm/crm_fund_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   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>
  15     </record>
  16    <menuitem action="crm_fund_categ_action" id="menu_crm_case_fundraising-act" parent="crm.menu_crm_case_categ"/>
  17     # ------------------------------------------------------
  18     # Fund Stage
  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>
  27             </record>
  28           <menuitem action="crm_fundraising_stage_act" id="menu_crm_fundraising_stage_act" parent="crm.menu_crm_case_stage"/>
  29
  30     # ------------------------------------------------------
  31     # Fund Raising
  32     # ------------------------------------------------------
  33     <record model="ir.ui.view" id="crm_case_tree_view_fund">
  34         <field name="name">CRM - Funds Tree</field>
  35         <field name="model">crm.fundraising</field>
  36         <field name="type">tree</field>
  37         <field name="arch" type="xml">
  38             <tree string="Funds Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
  39                 <field name="id"/>
  40                 <field name="name" string="Funds"/>
  41                 <field name="categ_id"/>
  42                 <field name="type_id" string="Payment Mode"/>
  43                 <field name="planned_cost" string="Amount"/>
  44                 <field name="probability"/>
  45                 <field name="user_id"/>
  46                 <field name="state"/>
  47                 <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  48                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  49                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  50                 <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  51                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
  52                 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
  53             </tree>
  54         </field>
  55     </record>
  56     <record model="ir.ui.view" id="crm_case_form_view_fund">
  57         <field name="name">CRM - Funds Form</field>
  58         <field name="model">crm.fundraising</field>
  59         <field name="type">form</field>
  60         <field name="arch" type="xml">
  61             <form string="Funds Form">
  62                 <group colspan="4" col="4">
  63                     <field name="name" select="1" string="Name"/>
  64                     <field name="type_id" string="Payment Mode" select="1" widget="selection"
  65                                 domain="[('object_id.model', '=', 'crm.fundraising')]" />
  66                 </group>
  67                 <notebook colspan="4">
  68                 <page string="Funds">
  69                         <separator colspan="4" string="Communication"/>
  70                         <group colspan="4" col="4">
  71                             <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  72                             <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  73                             <field name="email_from" colspan="2"/>
  74                     </group>
  75                     <separator colspan="4" string="Estimates"/>
  76                     <field name="planned_cost"/>
  77                     <field name="planned_revenue"/>
  78                     <field name="probability"/>
  79                     <separator colspan="4" string="Categorization"/>
  80                     <group colspan="4" col="6">
  81                         <field name="user_id" select="2" string="Responsible"/>
  82                         <field name="section_id" colspan="1" widget="selection"/>
  83                         <field name="categ_id" select="1"
  84                                 widget="selection"
  85                                 domain="[('object_id.model', '=', 'crm.fundraising')]" />
  86                         <field name="date"/>
  87                             <field name="duration"/>
  88                     </group>
  89                     <separator colspan="4" string="Details"/>
  90                         <field name="description" nolabel="1" colspan="4"/>
  91                     <separator colspan="4"/>
  92                     <group col="8" colspan="4">
  93                         <field name="state" select="2"/>
  94                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  95                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  96                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  97                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  98                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
  99                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
 100                     </group>
 101                 </page>
 102                 <page string="History" groups="base.group_extended">
 103                     <field name="id" select="1"/>
 104                     <field name="active"/>
 105                     <field name="priority" string="Priority"/>
 106                     <newline/>
 107                     <field name="canal_id"/>
 108                     <field name="som"/>
 109                     <separator colspan="4" string="Dates"/>
 110                     <field name="create_date"/>
 111                     <field name="date_closed"/>
 112                     <separator colspan="4" string="References"/>
 113                     <field name="ref" colspan="4"/>
 114                     <field name="ref2" colspan="4"/>
 115
 116                     <field name="log_ids" nolabel="1" colspan="4">
 117                         <form string="Actions">
 118                             <separator string="Action Information" colspan="4"/>
 119                             <field name="name" colspan="4"/>
 120                             <field name="date"/>
 121                             <field name="user_id"/>
 122                             <field name="som"/>
 123                             <field name="canal_id"/>
 124                         </form>
 125                     </field>
 126                 </page>
 127                  <page string="Emails" groups="base.group_extended">
 128                    <group colspan="4">
 129                        <field colspan="4" name="email_cc" string="CC"/>
 130                    </group>
 131                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 132                        <form string="Communication history">
 133                             <group col="7" colspan="4">
 134                                 <field name="date"/>
 135                                 <field name="email"/>
 136                                 <field name="canal_id"/>
 137                                 <button
 138                                                                    string="Add a CC"
 139                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 140                                                                     icon="gtk-add" type="action"/>
 141                             </group>
 142                             <newline/>
 143                             <field name="description" colspan="4" nolabel="1"/>
 144                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 145                         </form>
 146                         <tree string="Communication history">
 147                             <field name="description"/>
 148                             <field name="email"/>
 149                             <field name="date"/>
 150                         </tree>
 151                     </field>
 152                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 153                  </page>
 154                 </notebook>
 155             </form>
 156         </field>
 157     </record>
 158     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 159         <field name="name">CRM - Funds Calendar</field>
 160         <field name="model">crm.fundraising</field>
 161         <field name="type">calendar</field>
 162         <field name="priority" eval="2"/>
 163         <field name="arch" type="xml">
 164             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 165                 <field name="name"/>
 166                 <field name="partner_id"/>
 167             </calendar>
 168         </field>
 169     </record>
 170     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 171         <field name="name">CRM - Funds Graph</field>
 172         <field name="model">crm.fundraising</field>
 173         <field name="type">graph</field>
 174         <field name="arch" type="xml">
 175             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 176                 <field name="categ_id"/>
 177                 <field name="planned_cost" operator="+"/>
 178                 <field name="state" group="True"/>
 179             </graph>
 180         </field>
 181     </record>
 182
 183     <record id="view_crm_case_fund_filter" model="ir.ui.view">
 184             <field name="name">CRM - Funds Search</field>
 185             <field name="model">crm.fundraising</field>
 186             <field name="type">search</field>
 187             <field name="arch" type="xml">
 188                 <search string="Search Funds">
 189                    <group col='6' colspan='4'>
 190                        <filter icon="terp-partner" string="My Funds"
 191                         default="1" domain="[('user_id','=',uid)]"
 192                         separator="1"
 193                         help="Funds Related to Current User"
 194                        />
 195                        <field name="state" select="1">
 196                            <filter icon="gtk-new" domain="[('state','in',('draft', 'open'))]" help="Current Funds" default="1"/>
 197                            <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/>
 198                            <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
 199                        </field>
 200                        <field name="name" select='1'/>
 201                        <field name="user_id" select="1" widget="selection"/>
 202                                            <field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
 203                                                         <filter icon="terp-crm"
 204                                domain="[('section_id','=',context.get('section_id',False))]"
 205                                help="My section"
 206                            />
 207                        </field>
 208                    </group>
 209                </search>
 210             </field>
 211         </record>
 212
 213 </data>
 214 </openerp>