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  Resource Type
  32     # ------------------------------------------------------
  33         <record id="crm_fundraising_resource_act" model="ir.actions.act_window">
  34             <field name="name">Fundraising Resource 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>
  40         </record>
  41       <menuitem action="crm_fundraising_resource_act" id="menu_crm_fundraising_resource_act" parent="crm.menu_crm_case_resource_type"/>
  42
  43
  44     # ------------------------------------------------------
  45     # Fund Raising
  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')">
  53                 <field name="id"/>
  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"/>
  60                 <field name="state"/>
  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"/>
  67             </tree>
  68         </field>
  69     </record>
  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')]" />
  80                 </group>
  81                 <notebook colspan="4">
  82                 <page string="Funds">
  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"/>
  88                     </group>
  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"
  98                                 widget="selection"
  99                                 domain="[('object_id.model', '=', 'crm.fundraising')]" />
 100                         <field name="date"/>
 101                             <field name="duration"/>
 102                     </group>
 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"/>
 114                     </group>
 115                 </page>
 116                 <page string="History" groups="base.group_extended">
 117                     <field name="id" select="1"/>
 118                     <field name="active"/>
 119                     <field name="priority" string="Priority"/>
 120                     <newline/>
 121                     <field name="canal_id"/>
 122                     <field name="som"/>
 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"/>
 129
 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"/>
 134                             <field name="date"/>
 135                             <field name="user_id"/>
 136                         </form>
 137                     </field>
 138                 </page>
 139                  <page string="Emails" groups="base.group_extended">
 140                    <group colspan="4">
 141                        <field colspan="4" name="email_cc" string="CC"/>
 142                    </group>
 143                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 144                        <form string="Communication history">
 145                             <group col="7" colspan="4">
 146                                 <field name="date"/>
 147                                 <field name="email_to"/>
 148                                 <field name="email_from"/>
 149                                 <button
 150                                      string="Add a CC"
 151                                                name="%(crm.action_view_crm_email_add_cc_wizard)d"
 152                                                icon="gtk-add" type="action"/>
 153                                    </group>
 154                                    <newline/>
 155                                    <field name="description" colspan="4" nolabel="1"/>
 156                                    <button colspan="4"
 157                                         string="Reply to Last Email"
 158                                         name="%(action_crm_reply_mail)d"
 159                                         context="{'mail':'reply', 'model': 'crm.fundraising'}"
 160                                         icon="gtk-undo" type="action" />
 161                                </form>
 162                                <tree string="Communication history">
 163                                    <field name="description"/>
 164                                    <field name="email_to"/>
 165                                    <field name="date"/>
 166                                </tree>
 167                            </field>
 168                            <button colspan="4" string="Send New Email"
 169                                 name="%(action_crm_send_mail)d"
 170                                 context="{'mail':'new', 'model': 'crm.fundraising'}"
 171                                 icon="gtk-go-forward" type="action" />
 172                  </page>
 173                 </notebook>
 174             </form>
 175         </field>
 176     </record>
 177     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 178         <field name="name">CRM - Funds Calendar</field>
 179         <field name="model">crm.fundraising</field>
 180         <field name="type">calendar</field>
 181         <field name="priority" eval="2"/>
 182         <field name="arch" type="xml">
 183             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 184                 <field name="name"/>
 185                 <field name="partner_id"/>
 186             </calendar>
 187         </field>
 188     </record>
 189     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 190         <field name="name">CRM - Funds Graph</field>
 191         <field name="model">crm.fundraising</field>
 192         <field name="type">graph</field>
 193         <field name="arch" type="xml">
 194             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 195                 <field name="categ_id"/>
 196                 <field name="planned_cost" operator="+"/>
 197                 <field name="state" group="True"/>
 198             </graph>
 199         </field>
 200     </record>
 201
 202     <record id="view_crm_case_fund_filter" model="ir.ui.view">
 203             <field name="name">CRM - Funds Search</field>
 204             <field name="model">crm.fundraising</field>
 205             <field name="type">search</field>
 206             <field name="arch" type="xml">
 207                 <search string="Search Funds">
 208                    <group col='6' colspan='4'>
 209                        <filter icon="terp-partner" string="My Funds"
 210                            default="1" domain="[('user_id','=',uid)]"
 211                            separator="1"
 212                            help="Funds Related to Current User"
 213                            />
 214                        <filter icon="gtk-new" string="Current Funds" domain="[('state','in',('draft', 'open'))]" help="Current Funds" />
 215                        <filter icon="gtk-yes" string="Open Funds" domain="[('state','=','open')]" help="Open Funds"/>
 216                        <filter icon="gtk-media-pause" string="Pending Funds" domain="[('state','=','pending')]" help="Pending Funds"/>
 217                        <separator orientation="vertical"/>
 218                        <field name="state" select="1" />
 219                        <field name="name" select='1' string="Fund Description"/>
 220                        <field name="user_id" select="1" widget="selection">
 221                            <filter icon="terp-partner" domain="[('user_id','=', False)]" help="Unassigned" />
 222                        </field>
 223                        <field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
 224                            <filter icon="terp-crm"
 225                                domain="[('section_id','=',context.get('section_id',False))]"
 226                                help="My section"
 227                                />
 228                        </field>
 229                    </group>
 230                </search>
 231             </field>
 232         </record>
 233
 234 </data>
 235 </openerp>