addons/crm/crm_fund_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5 <!-- Fund Raising Categories Form View -->
   6
   7     <record id="crm_fund_categ_action" model="ir.actions.act_window">
   8         <field name="name">Fundraising Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11          <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  13         <field name="context">{'object_id':'crm.fundraising'}</field>
  14     </record>
  15
  16     <menuitem action="crm_fund_categ_action"
  17         id="menu_crm_case_fundraising-act"
  18         groups="base.group_extended"
  19         parent="crm.menu_crm_case_categ" />
  20
  21 <!-- Fund Stage Form View -->
  22
  23         <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
  24             <field name="name">Fundraising Stages</field>
  25             <field name="res_model">crm.case.stage</field>
  26             <field name="view_type">form</field>
  27             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  28                <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  29                <field name="context">{'object_id':'crm.fundraising'}</field>
  30         </record>
  31
  32         <menuitem action="crm_fundraising_stage_act"
  33             groups="base.group_extended"
  34             id="menu_crm_fundraising_stage_act"
  35             parent="crm.menu_crm_case_stage" />
  36
  37 <!-- Fund  Resource Type Form View -->
  38
  39         <record id="crm_fundraising_resource_act" model="ir.actions.act_window">
  40             <field name="name">Fundraising Resource Type</field>
  41             <field name="res_model">crm.case.resource.type</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  44                <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  45                <field name="context">{'object_id':'crm.fundraising'}</field>
  46         </record>
  47
  48         <menuitem action="crm_fundraising_resource_act"
  49             groups="base.group_extended"
  50             id="menu_crm_fundraising_resource_act"
  51             parent="crm.menu_crm_case_resource_type" />
  52
  53
  54 <!-- Fund Raising Tree View -->
  55
  56     <record model="ir.ui.view" id="crm_case_tree_view_fund">
  57         <field name="name">CRM - Funds Tree</field>
  58         <field name="model">crm.fundraising</field>
  59         <field name="type">tree</field>
  60         <field name="arch" type="xml">
  61             <tree string="Funds Tree"
  62                 colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
  63                 <field name="id" />
  64                 <field name="name" string="Fund Description" />
  65                 <field name="categ_id" />
  66                 <field name="type_id" string="Payment Mode" />
  67                 <field name="planned_cost" string="Amount" />
  68                 <field name="probability" />
  69                 <field name="user_id" />
  70                 <field name="state" />
  71                 <button name="case_close" string="Done"
  72                     states="open,draft,pending" type="object"
  73                     icon="gtk-close" />
  74                 <button name="case_open" string="Open"
  75                     states="draft,pending" type="object"
  76                     icon="gtk-go-forward" />
  77                 <button name="case_cancel" string="Cancel"
  78                     states="draft,open,pending" type="object"
  79                     icon="gtk-cancel" />
  80                 <button name="case_pending" string="Pending"
  81                     states="draft,open" type="object" icon="gtk-media-pause" />
  82                 <button name="case_escalate" string="Escalate"
  83                     states="open,draft,pending" type="object"
  84                     icon="gtk-go-up" />
  85                 <button name="case_reset" string="Reset to Draft"
  86                     states="done,cancel" type="object" icon="gtk-convert" />
  87             </tree>
  88         </field>
  89     </record>
  90
  91 <!-- Fund Raising Form View -->
  92
  93     <record model="ir.ui.view" id="crm_case_form_view_fund">
  94         <field name="name">CRM - Funds Form</field>
  95         <field name="model">crm.fundraising</field>
  96         <field name="type">form</field>
  97         <field name="arch" type="xml">
  98             <form string="Funds Form">
  99                 <group colspan="4" col="4">
 100                     <field name="name" select="1" string="Name"/>
 101                     <field name="type_id" string="Payment Mode" select="1" widget="selection"
 102                             domain="[('object_id.model', '=', 'crm.fundraising')]" />
 103                 </group>
 104                 <notebook colspan="4">
 105                 <page string="Funds">
 106                     <separator colspan="4" string="Communication"/>
 107                     <group colspan="4" col="4">
 108                         <field name="partner_id" select="1"
 109                             on_change="onchange_partner_id(partner_id, email_from)"
 110                             colspan="2" />
 111                         <field name="partner_address_id"
 112                             string="Contact"
 113                             on_change="onchange_partner_address_id(partner_address_id, email_from)"
 114                             colspan="1" />
 115                         <field name="email_from" colspan="2"/>
 116                     </group>
 117                     <separator colspan="4" string="Estimates"/>
 118                     <field name="planned_cost"/>
 119                     <field name="planned_revenue"/>
 120                     <field name="probability"/>
 121                     <separator colspan="4" string="Categorization"/>
 122                     <group colspan="4" col="6">
 123                         <field name="user_id" string="Responsible"/>
 124                         <field name="section_id" colspan="1" widget="selection"/>
 125                         <field name="categ_id" select="1"
 126                             widget="selection"
 127                             domain="[('object_id.model', '=', 'crm.fundraising')]" />
 128                         <field name="date"/>
 129                         <field name="duration"/>
 130                     </group>
 131                     <separator colspan="4" string="Details"/>
 132                         <field name="description" nolabel="1" colspan="4"/>
 133                     <separator colspan="4"/>
 134                     <group col="8" colspan="4">
 135                         <field name="state"/>
 136                         <button name="case_close" string="Done"
 137                             states="open,draft,pending" type="object"
 138                             icon="gtk-close" />
 139                         <button name="case_open" string="Open"
 140                             states="draft,pending" type="object"
 141                             icon="gtk-go-forward" />
 142                         <button name="case_cancel" string="Cancel"
 143                             states="draft,open,pending" type="object"
 144                             icon="gtk-cancel" />
 145                         <button name="case_pending" string="Pending"
 146                             states="draft,open" type="object"
 147                             icon="gtk-media-pause" />
 148                         <button name="case_escalate" string="Escalate"
 149                             states="open,draft,pending" type="object"
 150                             icon="gtk-go-up" />
 151                         <button name="case_reset"
 152                             string="Reset to Draft" states="done,cancel"
 153                             type="object" icon="gtk-convert" />
 154                     </group>
 155                 </page>
 156                 <page string="History" groups="base.group_extended">
 157                     <field name="id" select="1"/>
 158                     <field name="active"/>
 159                     <field name="priority" string="Priority"/>
 160                     <newline/>
 161                     <field name="canal_id"/>
 162                     <field name="som"/>
 163                     <separator colspan="4" string="Dates"/>
 164                     <field name="create_date"/>
 165                     <field name="date_closed"/>
 166                     <separator colspan="4" string="References"/>
 167                     <field name="ref" colspan="4"/>
 168                     <field name="ref2" colspan="4"/>
 169
 170                     <field name="log_ids" nolabel="1" colspan="4">
 171                         <form string="Actions">
 172                             <separator string="Action Information" colspan="4"/>
 173                             <field name="name" colspan="4"/>
 174                             <field name="date"/>
 175                             <field name="user_id"/>
 176                         </form>
 177                     </field>
 178                 </page>
 179                  <page string="Emails" groups="base.group_extended">
 180                    <group colspan="4">
 181                        <field colspan="4" name="email_cc" string="CC"/>
 182                    </group>
 183                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 184                        <form string="Communication history">
 185                             <group col="7" colspan="4">
 186                                 <field name="date"/>
 187                                 <field name="email_to"/>
 188                                 <field name="email_from"/>
 189                                 <button
 190                                      string="Add a CC"
 191                                                name="%(crm.action_view_crm_email_add_cc_wizard)d"
 192                                                icon="gtk-add" type="action"/>
 193                                    </group>
 194                                    <newline/>
 195                                    <field name="description" colspan="4" nolabel="1"/>
 196                                    <button colspan="4"
 197                                        string="Reply to Email"
 198                                        name="%(action_crm_send_mail)d"
 199                                        context="{'mail':'reply', 'model': 'crm.fundraising'}"
 200                                        icon="gtk-undo" type="action" />
 201                                </form>
 202                                <tree string="Communication history">
 203                                    <field name="description"/>
 204                                    <field name="email_to"/>
 205                                    <field name="date"/>
 206                                </tree>
 207                            </field>
 208                            <button colspan="4" string="Send New Email"
 209                                name="%(action_crm_send_mail)d"
 210                                context="{'mail':'new', 'model': 'crm.fundraising'}"
 211                                icon="gtk-go-forward" type="action" />
 212                  </page>
 213                 </notebook>
 214             </form>
 215         </field>
 216     </record>
 217
 218 <!-- Fund Raising Calendar View -->
 219
 220     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 221         <field name="name">CRM - Funds Calendar</field>
 222         <field name="model">crm.fundraising</field>
 223         <field name="type">calendar</field>
 224         <field name="priority" eval="2"/>
 225         <field name="arch" type="xml">
 226             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 227                 <field name="name"/>
 228                 <field name="partner_id"/>
 229             </calendar>
 230         </field>
 231     </record>
 232
 233 <!-- Fund Raising Graph View -->
 234
 235     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 236         <field name="name">CRM - Funds Graph</field>
 237         <field name="model">crm.fundraising</field>
 238         <field name="type">graph</field>
 239         <field name="arch" type="xml">
 240             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 241                 <field name="categ_id"/>
 242                 <field name="planned_cost" operator="+"/>
 243                 <field name="state" group="True"/>
 244             </graph>
 245         </field>
 246     </record>
 247
 248 <!-- Fund Raising Search View -->
 249
 250     <record id="view_crm_case_fund_filter" model="ir.ui.view">
 251             <field name="name">CRM - Funds Search</field>
 252             <field name="model">crm.fundraising</field>
 253             <field name="type">search</field>
 254             <field name="arch" type="xml">
 255                 <search string="Search Funds">
 256                    <group col='6' colspan='4'>
 257                        <filter icon="terp-partner" string="My Funds"
 258                           name="my_funds" domain="[('user_id','=',uid)]"
 259                            separator="1"
 260                            help="Funds Related to Current User"
 261                            />
 262                        <separator orientation="vertical" />
 263                        <filter icon="gtk-new" string="Current Funds"
 264                            domain="[('state','in',('draft', 'open'))]"
 265                            help="Current Funds" />
 266                        <filter icon="gtk-yes" string="Open Funds"
 267                            domain="[('state','=','open')]"
 268                            help="Open Funds" />
 269                        <filter icon="gtk-media-pause"
 270                            string="Pending Funds"
 271                            domain="[('state','=','pending')]"
 272                            help="Pending Funds" />
 273                        <separator orientation="vertical" />
 274                        <field name="state" select="1" />
 275                        <field name="name" select='1'
 276                            string="Fund Description" />
 277                        <field name="user_id" select="1"
 278                            widget="selection">
 279                            <filter icon="terp-partner"
 280                                domain="[('user_id','=', False)]"
 281                                help="Unassigned" />
 282                        </field>
 283                        <field name="section_id" select="1" widget="selection" string="Sales Team">
 284                            <filter icon="terp-crm"
 285                                domain="[('section_id','=',context.get('section_id',False))]"
 286                                help="My section" />
 287                        </field>
 288                    </group>
 289                </search>
 290             </field>
 291         </record>
 292
 293 </data>
 294 </openerp>