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