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 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')">
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"/>
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"/>
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')]" />
67 <notebook colspan="4">
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"/>
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 on_change="onchange_categ_id(categ_id)" widget="selection"
85 domain="[('object_id.model', '=', 'crm.fundraising')]" />
87 <field name="duration"/>
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"/>
102 <page string="History" groups="base.group_extended">
103 <field name="id" select="1"/>
104 <field name="active"/>
105 <field name="priority" string="Priority"/>
107 <field name="canal_id"/>
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"/>
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"/>
121 <field name="user_id"/>
123 <field name="canal_id"/>
127 <page string="Emails" groups="base.group_extended">
129 <field colspan="4" name="email_cc" string="CC"/>
131 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
132 <form string="Communication history">
133 <group col="7" colspan="4">
135 <field name="email"/>
136 <field name="canal_id"/>
139 name="%(crm.action_view_crm_email_add_cc_wizard)d"
140 icon="gtk-add" type="action"/>
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"/>
146 <tree string="Communication history">
147 <field name="description"/>
148 <field name="email"/>
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"/>
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">
166 <field name="partner_id"/>
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"/>
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)]"
193 help="Funds Related to Current User"
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"/>
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))]"