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" />
9 <!-- Fund Raising Categories Form View -->
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>
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" />
25 <!-- Fund Stage Form View -->
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>
36 <!-- Fund Raising Tree View -->
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"/>
57 <!-- Fund Raising Form View -->
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">
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"}'/>
74 <sheet string="Funds Form">
75 <label for="name" class="oe_edit_only"/>
79 <label for="categ_id" class="oe_edit_only"/>
81 <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]" class="oe_inline"/>
85 <field name="user_id" string="Responsible"/>
86 <field name="section_id" colspan="1" widget="selection"/>
90 <field name="type_id" string="Payment Mode" widget="selection"/>
91 <field name="priority" string="Priority"/>
98 <field name="partner_id"
99 on_change="onchange_partner_id(partner_id, email_from)"
101 <field name="email_from"/>
104 <field name="planned_cost"/>
105 <field name="planned_revenue"/>
106 <field name="probability"/>
109 <separator colspan="4" string="Notes"/>
110 <field name="description" placeholder="Add a note..."/>
112 <page string="Extra Info">
114 <group string="Misc">
115 <field name="active"/>
118 <group groups="base.group_no_one" string="Dates">
119 <field name="create_date"/>
120 <field name="date_closed"/>
121 <field name="duration"/>
123 <group string="References">
131 <div class="oe_chatter">
132 <field name="message_ids" colspan="4" widget="mail_thread" nolabel="1"/>
138 <!-- Fund Raising Calendar View -->
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">
148 <field name="partner_id"/>
153 <!-- Fund Raising Graph View -->
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"/>
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 <field name="name" string="Fund Description"/>
176 <field name="state"/>
177 <filter icon="terp-check" string="New" domain="[('state','=','draft')]" name="current" help="New Funds" />
178 <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Open Funds" />
179 <filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="Pending Funds" />
181 <filter string="Unassigned" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned" />
183 <filter string="Assigned to Me or to My Sales Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
184 help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
185 <field name="user_id"/>
186 <field name="section_id" string="Sales Team"/>
187 <group expand="0" string="Group By...">
188 <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
189 <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
190 <filter string="Category" help="Fund Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
191 <filter string="Payment Mode" help="Payment Mode" icon="terp-dolar" domain="[]" context="{'group_by':'type_id'}" />
192 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />