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="6">
  63                     <field name="name" select="1" string="Name" colspan="2"/>
  64                     <field name="section_id" colspan="1" widget="selection"/>
  65                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/>
  66                     <newline/>
  67                     <field name="date" string="Next Meeting"/>
  68                     <field name="duration"/>
  69                     <field name="type_id" select="1" string="Payment Mode"/>
  70                 </group>
  71                 <notebook colspan="4">
  72                 <page string="Funds">
  73                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  74                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  75                     <newline/>
  76                     <field name="email_from" colspan="2"/>
  77                     <field name="user_id" select="2" string="Responsible"/>
  78                     <separator colspan="4" string="Estimates"/>
  79                     <field name="planned_cost"/>
  80                     <field name="planned_revenue"/>
  81                     <field name="probability"/>
  82                     <separator colspan="4" string="Description Information"/>
  83                         <field name="description" nolabel="1" colspan="4"/>
  84                     <separator colspan="4"/>
  85                     <group col="8" colspan="4">
  86                         <field name="state" select="2"/>
  87                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  88                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  89                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  90                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  91                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
  92                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
  93                     </group>
  94                 </page>
  95                 <page string="History">
  96                     <field name="id" select="1"/>
  97                     <field name="active"/>
  98                     <field name="priority" string="Priority"/>
  99                     <newline/>
 100                     <field name="canal_id"/>
 101                     <field name="som"/>
 102                     <separator colspan="4" string="Dates"/>
 103                     <field name="create_date"/>
 104                     <field name="date_closed"/>
 105                     <separator colspan="4" string="References"/>
 106                     <field name="ref" colspan="4"/>
 107                     <field name="ref2" colspan="4"/>
 108
 109                     <field name="log_ids" nolabel="1" colspan="4">
 110                         <form string="Actions">
 111                             <separator string="Action Information" colspan="4"/>
 112                             <field name="name" colspan="4"/>
 113                             <field name="date"/>
 114                             <field name="user_id"/>
 115                             <field name="som"/>
 116                             <field name="canal_id"/>
 117                         </form>
 118                     </field>
 119                 </page>
 120                  <page string="Emails">
 121                    <group colspan="4">
 122                        <field colspan="4" name="email_cc" string="CC"/>
 123                    </group>
 124                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 125                        <form string="Communication history">
 126                             <group col="7" colspan="4">
 127                                 <field name="date"/>
 128                                 <field name="email"/>
 129                                 <field name="canal_id"/>
 130                                 <button
 131                                                                    string="Add a CC"
 132                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 133                                                                     icon="gtk-add" type="action"/>
 134                             </group>
 135                             <newline/>
 136                             <field name="description" colspan="4" nolabel="1"/>
 137                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 138                         </form>
 139                         <tree string="Communication history">
 140                             <field name="description"/>
 141                             <field name="email"/>
 142                             <field name="date"/>
 143                         </tree>
 144                     </field>
 145                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 146                  </page>
 147                 </notebook>
 148             </form>
 149         </field>
 150     </record>
 151     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 152         <field name="name">CRM - Funds Calendar</field>
 153         <field name="model">crm.fundraising</field>
 154         <field name="type">calendar</field>
 155         <field name="priority" eval="2"/>
 156         <field name="arch" type="xml">
 157             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 158                 <field name="name"/>
 159                 <field name="partner_id"/>
 160             </calendar>
 161         </field>
 162     </record>
 163     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 164         <field name="name">CRM - Funds Graph</field>
 165         <field name="model">crm.fundraising</field>
 166         <field name="type">graph</field>
 167         <field name="arch" type="xml">
 168             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 169                 <field name="categ_id"/>
 170                 <field name="planned_cost" operator="+"/>
 171                 <field name="state" group="True"/>
 172             </graph>
 173         </field>
 174     </record>
 175
 176     <record id="view_crm_case_fund_filter" model="ir.ui.view">
 177             <field name="name">CRM - Funds Search</field>
 178             <field name="model">crm.fundraising</field>
 179             <field name="type">search</field>
 180             <field name="arch" type="xml">
 181                 <search string="Search Funds">
 182                    <group col='6' colspan='4'>
 183                        <filter icon="terp-partner" string="My Funds"
 184                         default="1" domain="[('user_id','=',uid)]"
 185                         separator="1"
 186                         help="Funds Related to Current User"
 187                        />
 188                        <field name="state" select="1">
 189                            <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Funds"/>
 190                            <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/>
 191                            <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
 192                        </field>
 193                        <field name="name" select='1'/>
 194                        <field name="user_id" select="1" widget="selection"/>
 195                                            <field name="section_id" select="1" widget="selection" string="Section" default="context.get('section_id', False)">
 196                                                         <filter icon="terp-crm"
 197                                domain="[('section_id','=',context.get('section_id',False))]"
 198                                help="My section"
 199                            />
 200                        </field>
 201                    </group>
 202                </search>
 203             </field>
 204         </record>
 205
 206 </data>
 207 </openerp>