addons/crm_fundraising/crm_fundraising_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4            <!-- Fund Raising Configuration Menu -->
   5         <menuitem id="menu_config_fundrising" name="Fund Raising"
   6             groups="base.group_extended"
   7             parent="base.menu_base_config" sequence="65" />
   8
   9         <!-- Fund Raising Categories Form View -->
  10
  11         <record id="crm_fund_categ_action" model="ir.actions.act_window">
  12             <field name="name">Fundraising Categories</field>
  13             <field name="res_model">crm.case.categ</field>
  14             <field name="view_type">form</field>
  15             <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  16             <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  17             <field name="context" eval="{'object_id': ref('model_crm_fundraising')}"/>
  18             <field name="help">Manage and define the fund raising categories you want to be maintained in the system.</field>
  19         </record>
  20
  21         <menuitem action="crm_fund_categ_action" name="Categories"
  22             id="menu_crm_case_fundraising-act" groups="base.group_no_one"
  23             parent="menu_config_fundrising" />
  24
  25         <!-- Fund Stage Form View -->
  26
  27         <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
  28             <field name="name">Fundraising Stages</field>
  29             <field name="res_model">crm.case.stage</field>
  30             <field name="view_type">form</field>
  31             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  32             <field name="context">{'search_default_fundraising':1}</field>
  33             <field name="help">Create and manage fund raising activity categories you want to be maintained in the system.</field>
  34         </record>
  35
  36         <!-- Fund Raising Tree View -->
  37
  38         <record model="ir.ui.view" id="crm_case_tree_view_fund">
  39             <field name="name">CRM - Funds Tree</field>
  40             <field name="model">crm.fundraising</field>
  41             <field name="type">tree</field>
  42             <field name="arch" type="xml">
  43                 <tree string="Funds Tree"
  44                     colors="blue:state=='pending';grey:state in ('cancel', 'done')">
  45                     <field name="name" string="Fund Description" />
  46                     <field name="categ_id" />
  47                     <field name="type_id" string="Payment Mode" />
  48                     <field name="planned_cost" string="Amount" />
  49                     <field name="probability" />
  50                     <field name="user_id" />
  51                     <field name="state" />
  52                     <field name="partner_id" invisible="1"/>
  53                     <button name="case_cancel" string="Cancel"
  54                         states="draft,open,pending" type="object"
  55                         icon="gtk-cancel" />
  56                     <button name="case_open" string="Open"
  57                         states="draft,pending" type="object"
  58                         icon="gtk-go-forward" />
  59                     <button name="case_pending" string="Pending"
  60                         states="draft,open" type="object" icon="gtk-media-pause" />
  61                     <button name="case_escalate" string="Escalate"
  62                         states="open,draft,pending" type="object"
  63                         groups="base.group_extended"
  64                         icon="gtk-go-up" />
  65                     <button name="case_close" string="Done"
  66                         states="open,draft,pending" type="object"
  67                         icon="gtk-close" />
  68                     <button name="case_reset" string="Reset to Draft"
  69                         states="done,cancel" type="object" icon="gtk-convert" />
  70                 </tree>
  71             </field>
  72         </record>
  73
  74         <!-- Fund Raising Form View -->
  75
  76         <record model="ir.ui.view" id="crm_case_form_view_fund">
  77             <field name="name">CRM - Funds Form</field>
  78             <field name="model">crm.fundraising</field>
  79             <field name="type">form</field>
  80             <field name="arch" type="xml">
  81                 <form string="Funds Form">
  82                     <group colspan="4" col="6">
  83                         <field name="name" select="1" string="Name"/>
  84                         <field name="section_id" colspan="1" widget="selection"/>
  85                         <field name="user_id" string="Responsible"/>
  86                         <field name="date"/>
  87                         <field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
  88                         <field name="type_id" string="Payment Mode" select="1" widget="selection"/>
  89                     </group>
  90                     <notebook colspan="4">
  91                         <page string="Funds">
  92                             <group colspan="2" col="2">
  93                                 <separator colspan="4" string="Communication"/>
  94                                 <field name="partner_id" select="1"
  95                                     on_change="onchange_partner_id(partner_id, email_from)"
  96                                     colspan="2" />
  97                                 <field name="email_from" colspan="2"/>
  98                             </group>
  99                             <group colspan="2" col="2">
 100                                 <separator colspan="4" string="Estimates"/>
 101                                 <field name="planned_cost"/>
 102                                 <field name="planned_revenue"/>
 103                                 <field name="probability"/>
 104                             </group>
 105                             <separator colspan="4" string="Notes"/>
 106                                 <field name="description" nolabel="1" colspan="4"/>
 107                             <separator colspan="4"/>
 108                             <group col="8" colspan="4">
 109                                 <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 110                                 <button name="case_cancel" string="Cancel"
 111                                     states="draft,open,pending" type="object"
 112                                     icon="gtk-cancel" />
 113                                 <button name="case_open" string="Open"
 114                                     states="draft,pending" type="object"
 115                                     icon="gtk-go-forward" />
 116                                 <button name="case_pending" string="Pending"
 117                                     states="draft,open" type="object"
 118                                     icon="gtk-media-pause" />
 119                                 <button name="case_escalate" string="Escalate"
 120                                     states="open,draft,pending" type="object"
 121                                     groups="base.group_extended"
 122                                     icon="gtk-go-up" />
 123                                 <button name="case_close" string="Done"
 124                                     states="open,draft,pending" type="object"
 125                                     icon="gtk-close" />
 126                                 <button name="case_reset"
 127                                     string="Reset to Draft" states="done,cancel"
 128                                     type="object" icon="gtk-convert" />
 129                             </group>
 130                         </page>
 131                         <page string="Communication &amp; History" groups="base.group_extended">
 132                             <group colspan="4">
 133                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 134                             </group>
 135                             <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
 136                                 <tree string="History">
 137                                     <field name="display_text" string="History Information"/>
 138                                     <field name="email_from" invisible="1"/>
 139                                     <button
 140                                         string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 141                                         name="%(mail.action_email_compose_message_wizard)d"
 142                                         context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 143                                         icon="terp-mail-replied" type="action" />
 144                                 </tree>
 145                             </field>
 146                              <button string="Add Internal Note"
 147                                 name="%(crm.action_crm_add_note)d"
 148                                 context="{'model': 'crm.lead' }"
 149                                 icon="terp-document-new" type="action" />
 150                             <button string="Send New Email"
 151                                 name="%(mail.action_email_compose_message_wizard)d"
 152                                 icon="terp-mail-message-new" type="action"/>
 153                         </page>
 154                         <page string="Extra Info" groups="base.group_extended">
 155                             <group col="2" colspan="2">
 156                                 <separator colspan="4" string="Misc"/>
 157                                 <field name="active"/>
 158                                 <field name="id" select="1"/>
 159                                 <field name="priority" string="Priority"/>
 160                             </group>
 161                             <group col="2" colspan="2" groups="base.group_no_one">
 162                                 <separator colspan="4" string="Dates"/>
 163                                 <field name="create_date"/>
 164                                 <field name="date_closed"/>
 165                                 <field name="duration"/>
 166                             </group>
 167                             <newline/>
 168                             <group colspan="4" col="2">
 169                                 <separator colspan="4" string="References"/>
 170                                 <field colspan="4" name="ref"/>
 171                                 <field colspan="4" name="ref2"/>
 172                             </group>
 173                         </page>
 174                     </notebook>
 175                 </form>
 176             </field>
 177         </record>
 178
 179         <!-- Fund Raising Calendar View -->
 180
 181         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 182             <field name="name">CRM - Funds Calendar</field>
 183             <field name="model">crm.fundraising</field>
 184             <field name="type">calendar</field>
 185             <field name="priority" eval="2"/>
 186             <field name="arch" type="xml">
 187                 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 188                     <field name="name"/>
 189                     <field name="partner_id"/>
 190                 </calendar>
 191             </field>
 192         </record>
 193
 194         <!-- Fund Raising Graph View -->
 195
 196         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 197             <field name="name">CRM - Funds Graph</field>
 198             <field name="model">crm.fundraising</field>
 199             <field name="type">graph</field>
 200             <field name="arch" type="xml">
 201                 <graph string="Funds by Categories" type="bar" orientation="horizontal">
 202                     <field name="categ_id"/>
 203                     <field name="planned_cost" operator="+"/>
 204                     <field name="state" group="True"/>
 205                 </graph>
 206             </field>
 207         </record>
 208
 209         <!-- Fund Raising Search View -->
 210         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 211                 <field name="name">CRM - Funds Search</field>
 212                 <field name="model">crm.fundraising</field>
 213                 <field name="type">search</field>
 214                 <field name="arch" type="xml">
 215                     <search string="Search Funds">
 216                         <group>
 217                             <filter icon="terp-check" string="New"
 218                                 domain="[('state','=','draft')]" name="current"
 219                                 help="New Funds" />
 220                             <filter icon="terp-camera_test" string="Open"
 221                                 domain="[('state','=','open')]"
 222                                 help="Open Funds" />
 223                             <filter icon="terp-gtk-media-pause"
 224                                 string="Pending"
 225                                 domain="[('state','=','pending')]"
 226                                 help="Pending Funds" />
 227                             <separator orientation="vertical" />
 228                             <field name="state"/>
 229                             <field name="name"
 230                                 string="Fund Description" />
 231                             <field name="user_id"
 232                                 widget="selection">
 233                                 <filter icon="terp-personal-"
 234                                     domain="[('user_id','=', False)]"
 235                                     help="Unassigned" />
 236                             </field>
 237                             <field name="section_id" widget="selection" string="Sales Team">
 238                                 <filter icon="terp-personal+" groups="base.group_extended"
 239                                     domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 240                                     help="My Sales Team(s)" />
 241                             </field>
 242                         </group>
 243                         <newline/>
 244                         <group expand="0" string="Group By...">
 245                             <filter string="Partner" icon="terp-partner"
 246                                 domain="[]"
 247                                 context="{'group_by':'partner_id'}" />
 248                             <filter string="Responsible" icon="terp-personal"
 249                                 domain="[]"
 250                                 context="{'group_by':'user_id'}" />
 251                             <separator orientation="vertical" />
 252                             <filter string="Category" help="Fund Category"
 253                                 icon="terp-stock_symbol-selection" domain="[]"
 254                                 context="{'group_by':'categ_id'}" />
 255                             <filter string="Payment Mode" help="Payment Mode"
 256                                 icon="terp-dolar" domain="[]"
 257                                 context="{'group_by':'type_id'}" />
 258                             <separator orientation="vertical" />
 259                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 260                                 context="{'group_by':'state'}" />
 261                         </group>
 262                     </search>
 263                 </field>
 264             </record>
 265     </data>
 266 </openerp>