addons/crm_configuration/crm_fund_view.xml

   1 <?xml version="1.0"?>
   2 <terp>
   3 <data noupdate="1">
   4
   5         # ------------------------------------------------------
   6         # Fund Raising
   7         # ------------------------------------------------------
   8         <record model="ir.ui.view" id="crm_case_tree_view_fund">
   9                 <field name="name">CRM - Funds Tree</field>
  10                 <field name="model">crm.case</field>
  11                 <field name="type">tree</field>
  12                 <field name="arch" type="xml">
  13                         <tree string="Funds Tree"  colors="red:state=='open'">
  14                                 <field name="id"/>
  15                                 <field name="name" string="Funds"/>
  16                                 <field name="categ_id"/>
  17                                 <field name="category2_id" string="Payment Mode"/>
  18                                 <field name="planned_cost" string="Amount"/>
  19                                 <field name="probability"/>
  20                                 <field name="user_id"/>
  21                                 <field name="state"/>
  22                         </tree>
  23                 </field>
  24         </record>
  25         <record model="ir.ui.view" id="crm_case_form_view_fund">
  26                 <field name="name">CRM - Funds Form</field>
  27                 <field name="model">crm.case</field>
  28                 <field name="type">form</field>
  29                 <field name="arch" type="xml">
  30                         <form string="Funds Form">
  31                                 <notebook>
  32                                 <page string="Funds">
  33                                         <field name="name" select="1" string="Name" colspan="2"/>
  34                                         <field name="section_id" colspan="1"/>
  35                                         <newline/>
  36                                         <field name="date" string="Next Meeting"/>
  37                                         <field name="duration" string="Meeting Duration"/>
  38                                         <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  39                                         <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  40                                         <newline/>
  41                                         <field name="email_from" colspan="2"/>
  42                                         <field name="user_id" select="2" string="Responsible"/>
  43                                         <separator colspan="4"/>
  44                                         <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/>
  45                                         <field name="category2_id" select="1" string="Payment Mode"/>
  46                                         <newline/>
  47                                         <separator colspan="4" string="Estimates"/>
  48                                         <field name="planned_cost" string="Amount"/>
  49                                         <field name="probability"/>
  50                                         <separator colspan="4" string="Description Information"/>
  51                                                 <field name="note" nolabel="1" colspan="4"/>
  52
  53                                         <separator colspan="4"/>
  54                                         <group col="8" colspan="4">
  55                                                 <field name="state" select="2"/>
  56                                                 <button name="case_close" string="Done" states="open,draft,pending" type="object"/>
  57                                                 <button name="case_open" string="Open" states="draft,pending" type="object"/>
  58                                                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
  59                                                 <button name="case_pending" string="Pending" states="draft,open" type="object"/>
  60                                                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"/>
  61                                                 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
  62                                         </group>
  63                                 </page>
  64
  65                                 <page string="Extra Info">
  66                                         <field name="id"/>
  67                                         <field name="active"/>
  68                                         <field name="email_cc"/>
  69                                         <field name="priority" string="Priority"/>
  70                                         <separator colspan="4" string="Dates"/>
  71                                         <field name="create_date"/>
  72                                         <field name="date_closed"/>
  73                                         <field name="date_action_last"/>
  74                                         <field name="date_action_next"/>
  75                                         <separator colspan="4"/>
  76                                         <field name="history_line" colspan="2" nolabel="1" mode="tree,form">
  77                                                 <form string="Communication history">
  78                                                         <group col="6" colspan="4">
  79                                                                 <field name="date"/>
  80                                                                 <field name="email"/>
  81                                                                 <field name="canal_id"/>
  82                                                         </group>
  83                                                         <newline/>
  84                                                         <field name="description" colspan="4" nolabel="1"/>
  85                                                 </form>
  86                                                 <tree string="Communication history">
  87                                                         <field name="description"/>
  88                                                         <field name="email"/>
  89                                                         <field name="date"/>
  90                                                 </tree>
  91                                         </field>
  92                                         <group col="2" colspan="2" expand="1">
  93                                                 <field name="canal_id"/>
  94                                                 <field name="som"/>
  95                                                 <button name="add_reply" string="Add Last Mail for Replying"
  96                                                         states="open" type="object" colspan="2"/>
  97                                                 <field name="description" colspan="2" nolabel="1"/>
  98                                                 <button name="case_log_reply"
  99                                                         string="Send Partner &amp; Historize" states="open"
 100                                                         type="object"/>
 101                                                 <button name="case_log" string="Historize" states="open"
 102                                                         type="object"/>
 103                                         </group>
 104
 105                                         <separator colspan="4" string="References"/>
 106                                         <field name="ref" colspan="4"/>
 107                                         <field name="ref2" colspan="4"/>
 108                                 </page>
 109                                 <page string="History">
 110                                         <field name="log_ids" nolabel="1" colspan="4">
 111                                                 <form string="Actions">
 112                                                         <separator string="Action Information" colspan="4"/>
 113                                                         <field name="name" colspan="4"/>
 114                                                         <field name="date"/>
 115                                                         <field name="user_id"/>
 116                                                         <field name="som"/>
 117                                                         <field name="canal_id"/>
 118                                                 </form>
 119                                         </field>
 120                                 </page>
 121                                 </notebook>
 122                         </form>
 123                 </field>
 124         </record>
 125         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 126                 <field name="name">CRM - Funds Calendar</field>
 127                 <field name="model">crm.case</field>
 128                 <field name="type">calendar</field>
 129                 <field name="priority" eval="2"/>
 130                 <field name="arch" type="xml">
 131                         <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 132                                 <field name="name"/>
 133                                 <field name="section_id"/>
 134                         </calendar>
 135                 </field>
 136         </record>
 137         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 138                 <field name="name">CRM - Funds Graph</field>
 139                 <field name="model">crm.case</field>
 140                 <field name="type">graph</field>
 141                 <field name="arch" type="xml">
 142                         <graph string="Funds by Categories" type="bar" orientation="horizontal">
 143                                 <field name="categ_id"/>
 144                                 <field name="planned_cost" operator="+"/>
 145                                 <field name="state" group="True"/>
 146                         </graph>
 147                 </field>
 148         </record>
 149 </data>
 150 </terp>