addons/crm_configuration/crm_fund_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   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                 <group colspan="4" col="6">
  32                     <field name="name" select="1" string="Name" colspan="2"/>
  33                     <field name="section_id" colspan="1"/>
  34                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/>
  35                     <newline/>
  36                     <field name="date" string="Next Meeting"/>
  37                     <field name="duration"/>
  38                     <field name="category2_id" select="1" string="Payment Mode"/>
  39                 </group>
  40                 <notebook>
  41                 <page string="Funds">
  42                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  43                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  44                     <newline/>
  45                     <field name="email_from" colspan="2"/>
  46                     <field name="user_id" select="2" string="Responsible"/>
  47                     <separator colspan="4" string="Estimates"/>
  48                     <field name="planned_cost"/>
  49                     <field name="planned_revenue"/>
  50                     <field name="probability"/>
  51                     <separator colspan="4" string="Description Information"/>
  52                         <field name="note" nolabel="1" colspan="4"/>
  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                 <page string="Extra Info">
  65                     <field name="id"/>
  66                     <field name="active"/>
  67                     <field name="email_cc"/>
  68                     <field name="priority" string="Priority"/>
  69                     <separator colspan="4" string="Dates"/>
  70                     <field name="create_date"/>
  71                     <field name="date_closed"/>
  72                     <field name="date_action_last"/>
  73                     <field name="date"/>
  74                     <separator colspan="4"/>
  75                     <field name="history_line" colspan="2" nolabel="1" mode="tree,form">
  76                         <form string="Communication history">
  77                             <group col="6" colspan="4">
  78                                 <field name="date"/>
  79                                 <field name="email"/>
  80                                 <field name="canal_id"/>
  81                             </group>
  82                             <newline/>
  83                             <field name="description" colspan="4" nolabel="1"/>
  84                         </form>
  85                         <tree string="Communication history">
  86                             <field name="description"/>
  87                             <field name="email"/>
  88                             <field name="date"/>
  89                         </tree>
  90                     </field>
  91                     <group col="2" colspan="2" expand="1">
  92                         <field name="canal_id"/>
  93                         <field name="som"/>
  94                         <button name="add_reply" string="Add Last Mail for Replying"
  95                             states="open" type="object" colspan="2"/>
  96                         <field name="description" colspan="2" nolabel="1"/>
  97                         <button name="case_log_reply"
  98                             string="Send Partner &amp; Historize" states="open"
  99                             type="object"/>
 100                         <button name="case_log" string="Historize" states="open"
 101                             type="object"/>
 102                     </group>
 103
 104                     <separator colspan="4" string="References"/>
 105                     <field name="ref" colspan="4"/>
 106                     <field name="ref2" colspan="4"/>
 107                 </page>
 108                 <page string="History">
 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                 </notebook>
 121             </form>
 122         </field>
 123     </record>
 124     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 125         <field name="name">CRM - Funds Calendar</field>
 126         <field name="model">crm.case</field>
 127         <field name="type">calendar</field>
 128         <field name="priority" eval="2"/>
 129         <field name="arch" type="xml">
 130             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 131                 <field name="name"/>
 132                 <field name="partner_id"/>
 133             </calendar>
 134         </field>
 135     </record>
 136     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 137         <field name="name">CRM - Funds Graph</field>
 138         <field name="model">crm.case</field>
 139         <field name="type">graph</field>
 140         <field name="arch" type="xml">
 141             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 142                 <field name="categ_id"/>
 143                 <field name="planned_cost" operator="+"/>
 144                 <field name="state" group="True"/>
 145             </graph>
 146         </field>
 147     </record>
 148 </data>
 149 </openerp>