addons/crm_fundraising/crm_fundraising_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5 <!-- Fund Raising Categories Form View -->
   6
   7     <record id="crm_fund_categ_action" model="ir.actions.act_window">
   8         <field name="name">Fundraising Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11          <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  13         <field name="context">{'object_id':'crm.fundraising'}</field>
  14     </record>
  15
  16     <menuitem action="crm_fund_categ_action"
  17         id="menu_crm_case_fundraising-act"
  18         groups="base.group_extended"
  19         parent="crm.menu_crm_case_categ" />
  20
  21 <!-- Fund Stage Form View -->
  22
  23         <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
  24             <field name="name">Fundraising Stages</field>
  25             <field name="res_model">crm.case.stage</field>
  26             <field name="view_type">form</field>
  27             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  28                <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  29                <field name="context">{'object_id':'crm.fundraising'}</field>
  30         </record>
  31
  32         <menuitem action="crm_fundraising_stage_act"
  33             groups="base.group_extended"
  34             id="menu_crm_fundraising_stage_act"
  35             parent="crm.menu_crm_case_stage" />
  36
  37 <!-- Fund  Resource Type Form View -->
  38
  39         <record id="crm_fundraising_resource_act" model="ir.actions.act_window">
  40             <field name="name">Fundraising Resource Type</field>
  41             <field name="res_model">crm.case.resource.type</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  44                <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  45                <field name="context">{'object_id':'crm.fundraising'}</field>
  46         </record>
  47
  48         <menuitem action="crm_fundraising_resource_act"
  49             groups="base.group_extended"
  50             id="menu_crm_fundraising_resource_act"
  51             parent="crm.menu_crm_case_resource_type" />
  52
  53
  54 <!-- Fund Raising Tree View -->
  55
  56     <record model="ir.ui.view" id="crm_case_tree_view_fund">
  57         <field name="name">CRM - Funds Tree</field>
  58         <field name="model">crm.fundraising</field>
  59         <field name="type">tree</field>
  60         <field name="arch" type="xml">
  61             <tree string="Funds Tree"
  62                 colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
  63                 <field name="name" string="Fund Description" />
  64                 <field name="categ_id" />
  65                 <field name="type_id" string="Payment Mode" />
  66                 <field name="planned_cost" string="Amount" />
  67                 <field name="probability" />
  68                 <field name="user_id" />
  69                 <field name="state" />
  70                 <field name="partner_id" invisible="1"/>
  71                 <button name="case_close" string="Done"
  72                     states="open,draft,pending" type="object"
  73                     icon="gtk-close" />
  74                 <button name="case_open" string="Open"
  75                     states="draft,pending" type="object"
  76                     icon="gtk-go-forward" />
  77                 <button name="case_cancel" string="Cancel"
  78                     states="draft,open,pending" type="object"
  79                     icon="gtk-cancel" />
  80                 <button name="case_pending" string="Pending"
  81                     states="draft,open" type="object" icon="gtk-media-pause" />
  82                 <button name="case_escalate" string="Escalate"
  83                     states="open,draft,pending" type="object"
  84                     groups="base.group_extended"
  85                     icon="gtk-go-up" />
  86                 <button name="case_reset" string="Reset to Draft"
  87                     states="done,cancel" type="object" icon="gtk-convert" />
  88             </tree>
  89         </field>
  90     </record>
  91
  92 <!-- Fund Raising Form View -->
  93
  94     <record model="ir.ui.view" id="crm_case_form_view_fund">
  95         <field name="name">CRM - Funds Form</field>
  96         <field name="model">crm.fundraising</field>
  97         <field name="type">form</field>
  98         <field name="arch" type="xml">
  99             <form string="Funds Form">
 100                 <group colspan="4" col="4">
 101                     <field name="name" select="1" string="Name"/>
 102                     <field name="type_id" string="Payment Mode" select="1" widget="selection"
 103                             domain="[('object_id.model', '=', 'crm.fundraising')]" />
 104                 </group>
 105                 <notebook colspan="4">
 106                 <page string="Funds">
 107                     <separator colspan="4" string="Communication"/>
 108                     <group colspan="4" col="4">
 109                         <field name="partner_id" select="1"
 110                             on_change="onchange_partner_id(partner_id, email_from)"
 111                             colspan="2" />
 112                         <field name="partner_address_id"
 113                             string="Contact"
 114                             on_change="onchange_partner_address_id(partner_address_id, email_from)"
 115                             colspan="1" />
 116                         <field name="email_from" colspan="2"/>
 117                     </group>
 118                     <separator colspan="4" string="Estimates"/>
 119                     <field name="planned_cost"/>
 120                     <field name="planned_revenue"/>
 121                     <field name="probability"/>
 122                     <separator colspan="4" string="Categorization"/>
 123                     <group colspan="4" col="6">
 124                         <field name="user_id" string="Responsible"/>
 125                         <field name="section_id" colspan="1" widget="selection"/>
 126                         <field name="categ_id" select="1"
 127                             widget="selection"
 128                             domain="[('object_id.model', '=', 'crm.fundraising')]" />
 129                         <field name="date"/>
 130                         <field name="duration"/>
 131                     </group>
 132                     <separator colspan="4" string="Notes"/>
 133                         <field name="description" nolabel="1" colspan="4"/>
 134                     <separator colspan="4"/>
 135                     <group col="8" colspan="4">
 136                         <field name="state"/>
 137                         <button name="case_close" string="Done"
 138                             states="open,draft,pending" type="object"
 139                             icon="gtk-close" />
 140                         <button name="case_open" string="Open"
 141                             states="draft,pending" type="object"
 142                             icon="gtk-go-forward" />
 143                         <button name="case_cancel" string="Cancel"
 144                             states="draft,open,pending" type="object"
 145                             icon="gtk-cancel" />
 146                         <button name="case_pending" string="Pending"
 147                             states="draft,open" type="object"
 148                             icon="gtk-media-pause" />
 149                         <button name="case_escalate" string="Escalate"
 150                             states="open,draft,pending" type="object"
 151                             groups="base.group_extended"
 152                             icon="gtk-go-up" />
 153                         <button name="case_reset"
 154                             string="Reset to Draft" states="done,cancel"
 155                             type="object" icon="gtk-convert" />
 156                     </group>
 157                 </page>
 158                 <page string="History" groups="base.group_extended">
 159                     <field name="id" select="1"/>
 160                     <field name="active"/>
 161                     <field name="priority" string="Priority"/>
 162                     <newline/>
 163                     <field name="canal_id"/>
 164                     <field name="som"/>
 165                     <separator colspan="4" string="Dates"/>
 166                     <field name="create_date"/>
 167                     <field name="date_closed"/>
 168                     <separator colspan="4" string="References"/>
 169                     <field name="ref" colspan="4"/>
 170                     <field name="ref2" colspan="4"/>
 171
 172                     <field name="log_ids" nolabel="1" colspan="4">
 173                         <tree string="Logs">
 174                             <field name="name" colspan="4"/>
 175                             <field name="date"/>
 176                             <field name="user_id"/>
 177                         </tree>
 178                         <form string="Logs">
 179                             <separator string="Action Information" colspan="4"/>
 180                             <field name="name" colspan="4"/>
 181                             <field name="date"/>
 182                             <field name="user_id"/>
 183                         </form>
 184                     </field>
 185                 </page>
 186                  <page string="Emails" groups="base.group_extended">
 187                    <group colspan="4">
 188                        <field colspan="4" name="email_cc" string="CC"/>
 189                    </group>
 190                     <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
 191                        <form string="Communication history">
 192                             <group col="6" colspan="4">
 193                                 <field name="date"/>
 194                                 <field name="email_to"/>
 195                                 <field name="email_from"/>
 196                                                         </group>
 197                                    <newline/>
 198                                    <field name="description" colspan="4" nolabel="1"/>
 199                                    <button colspan="4"
 200                                        string="Reply to Last Email"
 201                                        name="%(crm.action_crm_send_mail)d"
 202                                        context="{'mail':'reply', 'model': 'crm.fundraising'}"
 203                                        icon="gtk-undo" type="action" />
 204                                </form>
 205                                <tree string="Communication history">
 206                                    <field name="description"/>
 207                                    <field name="email_to"/>
 208                                    <field name="date"/>
 209                                </tree>
 210                            </field>
 211                            <button colspan="4" string="Send New Email"
 212                                name="%(crm.action_crm_send_mail)d"
 213                                context="{'mail':'new', 'model': 'crm.fundraising'}"
 214                                icon="gtk-go-forward" type="action" />
 215                  </page>
 216                 </notebook>
 217             </form>
 218         </field>
 219     </record>
 220
 221 <!-- Fund Raising Calendar View -->
 222
 223     <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 224         <field name="name">CRM - Funds Calendar</field>
 225         <field name="model">crm.fundraising</field>
 226         <field name="type">calendar</field>
 227         <field name="priority" eval="2"/>
 228         <field name="arch" type="xml">
 229             <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 230                 <field name="name"/>
 231                 <field name="partner_id"/>
 232             </calendar>
 233         </field>
 234     </record>
 235
 236 <!-- Fund Raising Graph View -->
 237
 238     <record model="ir.ui.view" id="crm_case_graph_view_fund">
 239         <field name="name">CRM - Funds Graph</field>
 240         <field name="model">crm.fundraising</field>
 241         <field name="type">graph</field>
 242         <field name="arch" type="xml">
 243             <graph string="Funds by Categories" type="bar" orientation="horizontal">
 244                 <field name="categ_id"/>
 245                 <field name="planned_cost" operator="+"/>
 246                 <field name="state" group="True"/>
 247             </graph>
 248         </field>
 249     </record>
 250
 251 <!-- Fund Raising Search View -->
 252
 253     <record id="view_crm_case_fund_filter" model="ir.ui.view">
 254             <field name="name">CRM - Funds Search</field>
 255             <field name="model">crm.fundraising</field>
 256             <field name="type">search</field>
 257             <field name="arch" type="xml">
 258                 <search string="Search Funds">
 259                    <group col='6' colspan='4'>
 260                        <filter icon="gtk-new" string="Current"
 261                            domain="[('state','in',('draft', 'open'))]" name="current"
 262                            help="Current Funds" />
 263                        <filter icon="gtk-yes" string="Open"
 264                            domain="[('state','=','open')]"
 265                            help="Open Funds" />
 266                        <filter icon="gtk-media-pause"
 267                            string="Pending"
 268                            domain="[('state','=','pending')]"
 269                            help="Pending Funds" />
 270                        <separator orientation="vertical" />
 271                        <filter icon="terp-partner" string="My Funds"
 272                            default="1" domain="[('user_id','=',uid)]"
 273                            separator="1"
 274                            help="Funds Related to Current User"
 275                            />
 276                        <separator orientation="vertical" />
 277                        <field name="state" select="1" />
 278                        <field name="name" select='1'
 279                            string="Fund Description" />
 280                        <field name="user_id" select="1"
 281                            widget="selection">
 282                            <filter icon="terp-partner"
 283                                domain="[('user_id','=', False)]"
 284                                help="Unassigned" />
 285                        </field>
 286                        <field name="section_id" select="1" widget="selection" string="Sales Team">
 287                            <filter icon="terp-crm"
 288                                domain="[('section_id','=',context.get('section_id',False))]"
 289                                help="My section" />
 290                        </field>
 291                    </group>
 292                    <newline/>
 293                    <group expand="0" string="Group By..." colspan="10" col="20">
 294                        <filter string="Partner" icon="terp-partner"
 295                            domain="[]"
 296                            context="{'group_by':'partner_id'}" />
 297                        <filter string="Responsible" icon="terp-crm"
 298                            domain="[]"
 299                            context="{'group_by':'user_id'}" />
 300                        <separator orientation="vertical" />
 301                        <filter string="Type" icon="terp-project"
 302                            domain="[]"
 303                            context="{'group_by':'type_id'}" />
 304                    </group>
 305                </search>
 306             </field>
 307         </record>
 308
 309 </data>
 310 </openerp>