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_no_one"
   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                 </tree>
  54             </field>
  55         </record>
  56
  57         <!-- Fund Raising Form View -->
  58
  59         <record model="ir.ui.view" id="crm_case_form_view_fund">
  60             <field name="name">CRM - Funds Form</field>
  61             <field name="model">crm.fundraising</field>
  62             <field name="type">form</field>
  63             <field name="arch" type="xml">
  64                 <form version="7.0">
  65                 <header>
  66                     <button name="case_close" string="Done" states="open,pending" type="object" class="oe_highlight"/>
  67                     <button name="case_open" string="Open" states="draft,pending" type="object" class="oe_highlight"/>
  68                     <button name="case_pending" string="Pending" states="draft,open" type="object" class="oe_highlight"/>
  69                     <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" groups="base.group_extended" />
  70                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
  71                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" />
  72                     <field name="state" widget="statusbar" nolabel="1" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  73                 </header>
  74                 <sheet string="Funds Form">
  75                     <label for="name" class="oe_edit_only"/>
  76                     <h1>
  77                         <field name="name"/>
  78                     </h1>
  79                     <label for="categ_id" class="oe_edit_only"/>
  80                     <h2>
  81                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]" class="oe_inline"/>
  82                     </h2>
  83                     <group>
  84                         <group>
  85                             <field name="user_id" string="Responsible"/>
  86                             <field name="section_id" colspan="1" widget="selection"/>
  87                         </group>
  88                         <group>
  89                             <field name="date"/>
  90                             <field name="type_id" string="Payment Mode" widget="selection"/>
  91                             <field name="priority" string="Priority"/>
  92                         </group>
  93                     </group>
  94                     <notebook>
  95                         <page string="Funds">
  96                             <group>
  97                                 <group>
  98                                     <field name="partner_id"
  99                                         on_change="onchange_partner_id(partner_id, email_from)"
 100                                         />
 101                                     <field name="email_from"/>
 102                                 </group>
 103                                 <group>
 104                                     <field name="planned_cost"/>
 105                                     <field name="planned_revenue"/>
 106                                     <field name="probability"/>
 107                                 </group>
 108                             </group>
 109                             <separator colspan="4" string="Notes"/>
 110                             <field name="description" placeholder="Add a note..."/>
 111                         </page>
 112                         <page string="Extra Info">
 113                             <group>
 114                                 <group string="Misc">
 115                                     <field name="active"/>
 116                                     <field name="id"/>
 117                                 </group>
 118                                 <group groups="base.group_no_one" string="Dates">
 119                                     <field name="create_date"/>
 120                                     <field name="date_closed"/>
 121                                     <field name="duration"/>
 122                                 </group>
 123                                 <group string="References">
 124                                     <field name="ref"/>
 125                                     <field name="ref2"/>
 126                                 </group>
 127                             </group>
 128                         </page>
 129                     </notebook>
 130                 </sheet>
 131                 <footer>
 132                     <field name="message_ids" colspan="4" widget="mail_thread" nolabel="1"/>
 133                 </footer>
 134                 </form>
 135             </field>
 136         </record>
 137
 138         <!-- Fund Raising Calendar View -->
 139
 140         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 141             <field name="name">CRM - Funds Calendar</field>
 142             <field name="model">crm.fundraising</field>
 143             <field name="type">calendar</field>
 144             <field name="priority" eval="2"/>
 145             <field name="arch" type="xml">
 146                 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 147                     <field name="name"/>
 148                     <field name="partner_id"/>
 149                 </calendar>
 150             </field>
 151         </record>
 152
 153         <!-- Fund Raising Graph View -->
 154
 155         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 156             <field name="name">CRM - Funds Graph</field>
 157             <field name="model">crm.fundraising</field>
 158             <field name="type">graph</field>
 159             <field name="arch" type="xml">
 160                 <graph string="Funds by Categories" type="bar" orientation="horizontal">
 161                     <field name="categ_id"/>
 162                     <field name="planned_cost" operator="+"/>
 163                     <field name="state" group="True"/>
 164                 </graph>
 165             </field>
 166         </record>
 167
 168         <!-- Fund Raising Search View -->
 169         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 170                 <field name="name">CRM - Funds Search</field>
 171                 <field name="model">crm.fundraising</field>
 172                 <field name="type">search</field>
 173                 <field name="arch" type="xml">
 174                     <search string="Search Funds">
 175                         <group>
 176                             <field name="name" string="Fund Description"/>
 177                             <separator orientation="vertical" />
 178                             <filter icon="terp-check" string="New"
 179                                 domain="[('state','=','draft')]" name="current"
 180                                 help="New Funds" />
 181                             <filter icon="terp-camera_test" string="Open"
 182                                 domain="[('state','=','open')]"
 183                                 help="Open Funds" />
 184                             <filter icon="terp-gtk-media-pause"
 185                                 string="Pending"
 186                                 domain="[('state','=','pending')]"
 187                                 help="Pending Funds" />
 188                             <separator orientation="vertical" />
 189                             <filter string="Unassigned"
 190                                     icon="terp-personal-"
 191                                     domain="[('user_id','=', False)]"
 192                                     help="Unassigned" />
 193                             <filter string="Assigned to Me or to My Sales Team(s)"
 194                                     icon="terp-personal+"
 195                                     domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 196                                     help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
 197                             <separator orientation="vertical" />
 198                             <field name="state"/>
 199                             <field name="user_id"
 200                                 widget="selection"/>
 201                             <field name="section_id" widget="selection" string="Sales Team"/>
 202                         </group>
 203                         <newline/>
 204                         <group expand="0" string="Group By...">
 205                             <filter string="Partner" icon="terp-partner"
 206                                 domain="[]"
 207                                 context="{'group_by':'partner_id'}" />
 208                             <filter string="Responsible" icon="terp-personal"
 209                                 domain="[]"
 210                                 context="{'group_by':'user_id'}" />
 211                             <filter string="Category" help="Fund Category"
 212                                 icon="terp-stock_symbol-selection" domain="[]"
 213                                 context="{'group_by':'categ_id'}" />
 214                             <filter string="Payment Mode" help="Payment Mode"
 215                                 icon="terp-dolar" domain="[]"
 216                                 context="{'group_by':'type_id'}" />
 217                             <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
 218                                 context="{'group_by':'state'}" />
 219                         </group>
 220                     </search>
 221                 </field>
 222             </record>
 223     </data>
 224 </openerp>