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="8" />
   8
   9         <!-- Fund Stage Search view -->
  10
  11         <record id="fund_stage_search" model="ir.ui.view">
  12             <field name="name">Fund Stage - Search</field>
  13             <field name="model">crm.case.stage</field>
  14             <field name="type">search</field>
  15             <field name="inherit_id" ref="crm.crm_lead_stage_search"/>
  16             <field name="arch" type="xml">
  17                 <data>
  18                     <xpath expr="//field[@name='name']" position="before">
  19                         <filter icon="terp-dolar" name="fundraising"
  20                             string="Fundraising" domain="[('type', '=', 'fundraising')]" context="{'type' : 'fundraising'}"/>
  21                     </xpath>
  22                 </data>
  23             </field>
  24         </record>
  25
  26
  27         <!-- Fund Raising Categories Form View -->
  28
  29         <record id="crm_fund_categ_action" model="ir.actions.act_window">
  30             <field name="name">Fundraising Categories</field>
  31             <field name="res_model">crm.case.categ</field>
  32             <field name="view_type">form</field>
  33             <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  34             <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
  35             <field name="context">{'object_id':'crm.fundraising'}</field>
  36             <field name="search_view_id" ref="fund_stage_search"/>
  37             <field name="help">Manage and define the fund raising categories you want to be maintained in the system.</field>
  38         </record>
  39
  40         <menuitem action="crm_fund_categ_action" name="Categories"
  41             id="menu_crm_case_fundraising-act" groups="base.group_extended"
  42             parent="menu_config_fundrising" />
  43
  44         <!-- Fund Stage Form View -->
  45
  46         <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
  47             <field name="name">Fundraising Stages</field>
  48             <field name="res_model">crm.case.stage</field>
  49             <field name="view_type">form</field>
  50             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  51             <field name="context">{'search_default_fundraising':1}</field>
  52             <field name="help">Create and manage fund raising activity categories you want to be maintained in the system.</field>
  53         </record>
  54
  55
  56
  57          <menuitem action="crm_fundraising_stage_act"
  58             groups="base.group_extended" name="Stages"
  59             id="menu_crm_fundraising_stage_act"
  60             parent="menu_config_fundrising" />
  61
  62         <!-- Fund Raising Tree View -->
  63
  64         <record model="ir.ui.view" id="crm_case_tree_view_fund">
  65             <field name="name">CRM - Funds Tree</field>
  66             <field name="model">crm.fundraising</field>
  67             <field name="type">tree</field>
  68             <field name="arch" type="xml">
  69                 <tree string="Funds Tree"
  70                     colors="blue:state=='pending';grey:state in ('cancel', 'done')">
  71                     <field name="name" string="Fund Description" />
  72                     <field name="categ_id" />
  73                     <field name="type_id" string="Payment Mode" />
  74                     <field name="planned_cost" string="Amount" />
  75                     <field name="probability" />
  76                     <field name="user_id" />
  77                     <field name="state" />
  78                     <field name="partner_id" invisible="1"/>
  79                     <button name="case_cancel" string="Cancel"
  80                         states="draft,open,pending" type="object"
  81                         icon="gtk-cancel" />
  82                     <button name="case_open" string="Open"
  83                         states="draft,pending" type="object"
  84                         icon="gtk-go-forward" />
  85                     <button name="case_pending" string="Pending"
  86                         states="draft,open" type="object" icon="gtk-media-pause" />
  87                     <button name="case_escalate" string="Escalate"
  88                         states="open,draft,pending" type="object"
  89                         groups="base.group_extended"
  90                         icon="gtk-go-up" />
  91                     <button name="case_close" string="Done"
  92                         states="open,draft,pending" type="object"
  93                         icon="gtk-close" />
  94                     <button name="case_reset" string="Reset to Draft"
  95                         states="done,cancel" type="object" icon="gtk-convert" />
  96                 </tree>
  97             </field>
  98         </record>
  99
 100         <!-- Fund Raising Form View -->
 101
 102         <record model="ir.ui.view" id="crm_case_form_view_fund">
 103             <field name="name">CRM - Funds Form</field>
 104             <field name="model">crm.fundraising</field>
 105             <field name="type">form</field>
 106             <field name="arch" type="xml">
 107                 <form string="Funds Form">
 108                     <group colspan="4" col="6">
 109                         <field name="name" select="1" string="Name"/>
 110                         <field name="section_id" colspan="1" widget="selection"/>
 111                         <field name="user_id" string="Responsible"/>
 112                         <field name="date"/>
 113                         <field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
 114                         <field name="type_id" string="Payment Mode" select="1" widget="selection"/>
 115                     </group>
 116                     <notebook colspan="4">
 117                         <page string="Funds">
 118                             <group colspan="2" col="2">
 119                                 <separator colspan="4" string="Communication"/>
 120                                 <field name="partner_id" select="1"
 121                                     on_change="onchange_partner_id(partner_id, email_from)"
 122                                     colspan="2" />
 123                                 <field name="partner_address_id"
 124                                     string="Contact"
 125                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
 126                                     colspan="1" />
 127                                 <field name="email_from" colspan="2"/>
 128                             </group>
 129                             <group colspan="2" col="2">
 130                                 <separator colspan="4" string="Estimates"/>
 131                                 <field name="planned_cost"/>
 132                                 <field name="planned_revenue"/>
 133                                 <field name="probability"/>
 134                             </group>
 135                             <separator colspan="4" string="Notes"/>
 136                                 <field name="description" nolabel="1" colspan="4"/>
 137                             <separator colspan="4"/>
 138                             <group col="8" colspan="4">
 139                                 <field name="state"/>
 140                                 <button name="case_cancel" string="Cancel"
 141                                     states="draft,open,pending" type="object"
 142                                     icon="gtk-cancel" />
 143                                 <button name="case_open" string="Open"
 144                                     states="draft,pending" type="object"
 145                                     icon="gtk-go-forward" />
 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_close" string="Done"
 154                                     states="open,draft,pending" type="object"
 155                                     icon="gtk-close" />
 156                                 <button name="case_reset"
 157                                     string="Reset to Draft" states="done,cancel"
 158                                     type="object" icon="gtk-convert" />
 159                             </group>
 160                         </page>
 161                         <page string="Communication &amp; History" groups="base.group_extended">
 162                             <group colspan="4">
 163                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 164                             </group>
 165                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 166                                 <tree string="History">
 167                                     <field name="display_text" string="History Information"/>
 168                                     <field name="history" invisible="1"/>
 169                                     <button
 170                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 171                                         name="%(crm.action_crm_send_mail)d"
 172                                         context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
 173                                         icon="terp-mail-replied" type="action" />
 174                                 </tree>
 175                                 <form string="History">
 176                                     <group col="4" colspan="4">
 177                                         <field name="email_from"/>
 178                                         <field name="date"/>
 179                                         <field name="email_to" widget="char" size="512"/>
 180                                         <field name="email_cc" widget="char" size="512"/>
 181                                         <field name="name" colspan="4" widget="char" size="512"/>
 182                                         <field name="history" invisible="1"/>
 183                                     </group>
 184                                     <notebook colspan="4">
 185                                         <page string="Details">
 186                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 187                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 188                                                 <button colspan="4"
 189                                                     string="Reply"
 190                                                     name="%(crm.action_crm_send_mail)d"
 191                                                     context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
 192                                                     icon="terp-mail-replied" type="action" />
 193                                             </group>
 194                                             <group attrs="{'invisible': [('history', '=', True)]}">
 195                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 196                                             </group>
 197                                         </page>
 198                                         <page string="Attachments">
 199                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 200                                         </page>
 201                                     </notebook>
 202                                 </form>
 203                             </field>
 204                              <button string="Add Internal Note"
 205                                 name="%(crm.action_crm_add_note)d"
 206                                 context="{'model': 'crm.lead' }"
 207                                 icon="terp-document-new" type="action" />
 208                             <button string="Send New Email"
 209                                 name="%(crm.action_crm_send_mail)d"
 210                                 context="{'mail':'new', 'model': 'crm.fundraising'}"
 211                                 icon="terp-mail-message-new" type="action" />
 212                         </page>
 213                         <page string="Extra Info" groups="base.group_extended">
 214                             <group col="2" colspan="2">
 215                                 <separator colspan="4" string="Misc"/>
 216                                 <field name="active"/>
 217                                 <field name="id" select="1"/>
 218                                 <field name="priority" string="Priority"/>
 219                                 <field name="canal_id"/>
 220                             </group>
 221                             <group col="2" colspan="2">
 222                                 <separator colspan="4" string="Dates"/>
 223                                 <field name="create_date"/>
 224                                 <field name="date_closed"/>
 225                                 <field name="duration"/>
 226                             </group>
 227                             <newline/>
 228                             <group colspan="4" col="2">
 229                                 <separator colspan="4" string="References"/>
 230                                 <field colspan="4" name="ref"/>
 231                                 <field colspan="4" name="ref2"/>
 232                             </group>
 233                         </page>
 234                     </notebook>
 235                 </form>
 236             </field>
 237         </record>
 238
 239         <!-- Fund Raising Calendar View -->
 240
 241         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 242             <field name="name">CRM - Funds Calendar</field>
 243             <field name="model">crm.fundraising</field>
 244             <field name="type">calendar</field>
 245             <field name="priority" eval="2"/>
 246             <field name="arch" type="xml">
 247                 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 248                     <field name="name"/>
 249                     <field name="partner_id"/>
 250                 </calendar>
 251             </field>
 252         </record>
 253
 254         <!-- Fund Raising Graph View -->
 255
 256         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 257             <field name="name">CRM - Funds Graph</field>
 258             <field name="model">crm.fundraising</field>
 259             <field name="type">graph</field>
 260             <field name="arch" type="xml">
 261                 <graph string="Funds by Categories" type="bar" orientation="horizontal">
 262                     <field name="categ_id"/>
 263                     <field name="planned_cost" operator="+"/>
 264                     <field name="state" group="True"/>
 265                 </graph>
 266             </field>
 267         </record>
 268
 269         <!-- Fund Raising Search View -->
 270         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 271                 <field name="name">CRM - Funds Search</field>
 272                 <field name="model">crm.fundraising</field>
 273                 <field name="type">search</field>
 274                 <field name="arch" type="xml">
 275                     <search string="Search Funds">
 276                         <group>
 277                             <filter icon="terp-check" string="Current"
 278                                 domain="[('state','in',('draft', 'open'))]" name="current"
 279                                 help="Current Funds" />
 280                             <filter icon="terp-camera_test" string="Open"
 281                                 domain="[('state','=','open')]"
 282                                 help="Open Funds" />
 283                             <filter icon="terp-gtk-media-pause"
 284                                 string="Pending"
 285                                 domain="[('state','=','pending')]"
 286                                 help="Pending Funds" />
 287                             <separator orientation="vertical" />
 288                             <field name="state" select="1" />
 289                             <field name="name" select='1'
 290                                 string="Fund Description" />
 291                             <field name="user_id" select="1"
 292                                 widget="selection">
 293                                 <filter icon="terp-personal-"
 294                                     domain="[('user_id','=', False)]"
 295                                     help="Unassigned" />
 296                             </field>
 297                             <field name="section_id" select="1" widget="selection" string="Sales Team">
 298                                 <filter icon="terp-personal+" groups="base.group_extended"
 299                                     domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 300                                     help="My Sales Team(s)" />
 301                             </field>
 302                         </group>
 303                         <newline/>
 304                         <group expand="0" string="Group By...">
 305                             <filter string="Partner" icon="terp-partner"
 306                                 domain="[]"
 307                                 context="{'group_by':'partner_id'}" />
 308                             <filter string="Responsible" icon="terp-personal"
 309                                 domain="[]"
 310                                 context="{'group_by':'user_id'}" />
 311                             <separator orientation="vertical" />
 312                             <filter string="Category" help="Fund Category"
 313                                 icon="terp-stock_symbol-selection" domain="[]"
 314                                 context="{'group_by':'categ_id'}" />
 315                             <filter string="Payment Mode" help="Payment Mode"
 316                                 icon="terp-dolar" domain="[]"
 317                                 context="{'group_by':'type_id'}" />
 318                             <separator orientation="vertical" />
 319                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 320                                 context="{'group_by':'state'}" />
 321                         </group>
 322                     </search>
 323                 </field>
 324             </record>
 325     </data>
 326 </openerp>