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 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             <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_extended"
  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                     <button name="case_cancel" string="Cancel"
  54                         states="draft,open,pending" type="object"
  55                         icon="gtk-cancel" />
  56                     <button name="case_open" string="Open"
  57                         states="draft,pending" type="object"
  58                         icon="gtk-go-forward" />
  59                     <button name="case_pending" string="Pending"
  60                         states="draft,open" type="object" icon="gtk-media-pause" />
  61                     <button name="case_escalate" string="Escalate"
  62                         states="open,draft,pending" type="object"
  63                         groups="base.group_extended"
  64                         icon="gtk-go-up" />
  65                     <button name="case_close" string="Done"
  66                         states="open,draft,pending" type="object"
  67                         icon="gtk-close" />
  68                     <button name="case_reset" string="Reset to Draft"
  69                         states="done,cancel" type="object" icon="gtk-convert" />
  70                 </tree>
  71             </field>
  72         </record>
  73
  74         <!-- Fund Raising Form View -->
  75
  76         <record model="ir.ui.view" id="crm_case_form_view_fund">
  77             <field name="name">CRM - Funds Form</field>
  78             <field name="model">crm.fundraising</field>
  79             <field name="type">form</field>
  80             <field name="arch" type="xml">
  81                 <form string="Funds Form">
  82                     <group colspan="4" col="6">
  83                         <field name="name" select="1" string="Name"/>
  84                         <field name="section_id" colspan="1" widget="selection"/>
  85                         <field name="user_id" string="Responsible"/>
  86                         <field name="date"/>
  87                         <field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
  88                         <field name="type_id" string="Payment Mode" select="1" widget="selection"/>
  89                     </group>
  90                     <notebook colspan="4">
  91                         <page string="Funds">
  92                             <group colspan="2" col="2">
  93                                 <separator colspan="4" string="Communication"/>
  94                                 <field name="partner_id" select="1"
  95                                     on_change="onchange_partner_id(partner_id, email_from)"
  96                                     colspan="2" />
  97                                 <field name="partner_address_id"
  98                                     string="Contact"
  99                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
 100                                     colspan="1" />
 101                                 <field name="email_from" colspan="2"/>
 102                             </group>
 103                             <group colspan="2" col="2">
 104                                 <separator colspan="4" string="Estimates"/>
 105                                 <field name="planned_cost"/>
 106                                 <field name="planned_revenue"/>
 107                                 <field name="probability"/>
 108                             </group>
 109                             <separator colspan="4" string="Notes"/>
 110                                 <field name="description" nolabel="1" colspan="4"/>
 111                             <separator colspan="4"/>
 112                             <group col="8" colspan="4">
 113                                 <field name="state"/>
 114                                 <button name="case_cancel" string="Cancel"
 115                                     states="draft,open,pending" type="object"
 116                                     icon="gtk-cancel" />
 117                                 <button name="case_open" string="Open"
 118                                     states="draft,pending" type="object"
 119                                     icon="gtk-go-forward" />
 120                                 <button name="case_pending" string="Pending"
 121                                     states="draft,open" type="object"
 122                                     icon="gtk-media-pause" />
 123                                 <button name="case_escalate" string="Escalate"
 124                                     states="open,draft,pending" type="object"
 125                                     groups="base.group_extended"
 126                                     icon="gtk-go-up" />
 127                                 <button name="case_close" string="Done"
 128                                     states="open,draft,pending" type="object"
 129                                     icon="gtk-close" />
 130                                 <button name="case_reset"
 131                                     string="Reset to Draft" states="done,cancel"
 132                                     type="object" icon="gtk-convert" />
 133                             </group>
 134                         </page>
 135                         <page string="Communication &amp; History" groups="base.group_extended">
 136                             <group colspan="4">
 137                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 138                             </group>
 139                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
 140                                 <tree string="History">
 141                                     <field name="display_text" string="History Information"/>
 142                                     <field name="email_from" invisible="1"/>
 143                                     <button
 144                                         string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 145                                         name="%(mail.action_email_compose_message_wizard)d"
 146                                         context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 147                                         icon="terp-mail-replied" type="action" />
 148                                 </tree>
 149                                 <form string="History">
 150                                     <group col="4" colspan="4">
 151                                         <field name="email_from"/>
 152                                         <field name="date"/>
 153                                         <field name="email_to" widget="char" size="512"/>
 154                                         <field name="email_cc" widget="char" size="512"/>
 155                                         <field name="subject" colspan="4" widget="char" size="512"/>
 156                                     </group>
 157                                     <notebook colspan="4">
 158                                         <page string="Details">
 159                                             <group attrs="{'invisible': [('email_from', '=', False)]}">
 160                                                 <field name="body_text" colspan="4" nolabel="1" height="250"/>
 161                                                 <button colspan="4" string="Reply"
 162                                                     name="%(mail.action_email_compose_message_wizard)d"
 163                                                     context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 164                                                     icon="terp-mail-replied" type="action"/>
 165                                             </group>
 166                                             <group attrs="{'invisible': [('email_from', '!=', False)]}">
 167                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 168                                             </group>
 169                                         </page>
 170                                         <page string="Attachments">
 171                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 172                                         </page>
 173                                     </notebook>
 174                                 </form>
 175                             </field>
 176                              <button string="Add Internal Note"
 177                                 name="%(crm.action_crm_add_note)d"
 178                                 context="{'model': 'crm.lead' }"
 179                                 icon="terp-document-new" type="action" />
 180                             <button string="Send New Email"
 181                                 name="%(mail.action_email_compose_message_wizard)d"
 182                                 icon="terp-mail-message-new" type="action"/>
 183                         </page>
 184                         <page string="Extra Info" groups="base.group_extended">
 185                             <group col="2" colspan="2">
 186                                 <separator colspan="4" string="Misc"/>
 187                                 <field name="active"/>
 188                                 <field name="id" select="1"/>
 189                                 <field name="priority" string="Priority"/>
 190                             </group>
 191                             <group col="2" colspan="2">
 192                                 <separator colspan="4" string="Dates"/>
 193                                 <field name="create_date"/>
 194                                 <field name="date_closed"/>
 195                                 <field name="duration"/>
 196                             </group>
 197                             <newline/>
 198                             <group colspan="4" col="2">
 199                                 <separator colspan="4" string="References"/>
 200                                 <field colspan="4" name="ref"/>
 201                                 <field colspan="4" name="ref2"/>
 202                             </group>
 203                         </page>
 204                     </notebook>
 205                 </form>
 206             </field>
 207         </record>
 208
 209         <!-- Fund Raising Calendar View -->
 210
 211         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 212             <field name="name">CRM - Funds Calendar</field>
 213             <field name="model">crm.fundraising</field>
 214             <field name="type">calendar</field>
 215             <field name="priority" eval="2"/>
 216             <field name="arch" type="xml">
 217                 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 218                     <field name="name"/>
 219                     <field name="partner_id"/>
 220                 </calendar>
 221             </field>
 222         </record>
 223
 224         <!-- Fund Raising Graph View -->
 225
 226         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 227             <field name="name">CRM - Funds Graph</field>
 228             <field name="model">crm.fundraising</field>
 229             <field name="type">graph</field>
 230             <field name="arch" type="xml">
 231                 <graph string="Funds by Categories" type="bar" orientation="horizontal">
 232                     <field name="categ_id"/>
 233                     <field name="planned_cost" operator="+"/>
 234                     <field name="state" group="True"/>
 235                 </graph>
 236             </field>
 237         </record>
 238
 239         <!-- Fund Raising Search View -->
 240         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 241                 <field name="name">CRM - Funds Search</field>
 242                 <field name="model">crm.fundraising</field>
 243                 <field name="type">search</field>
 244                 <field name="arch" type="xml">
 245                     <search string="Search Funds">
 246                         <group>
 247                             <filter icon="terp-check" string="New"
 248                                 domain="[('state','=','draft')]" name="current"
 249                                 help="New Funds" />
 250                             <filter icon="terp-camera_test" string="Open"
 251                                 domain="[('state','=','open')]"
 252                                 help="Open Funds" />
 253                             <filter icon="terp-gtk-media-pause"
 254                                 string="Pending"
 255                                 domain="[('state','=','pending')]"
 256                                 help="Pending Funds" />
 257                             <separator orientation="vertical" />
 258                             <field name="state"/>
 259                             <field name="name"
 260                                 string="Fund Description" />
 261                             <field name="user_id"
 262                                 widget="selection">
 263                                 <filter icon="terp-personal-"
 264                                     domain="[('user_id','=', False)]"
 265                                     help="Unassigned" />
 266                             </field>
 267                             <field name="section_id" widget="selection" string="Sales Team">
 268                                 <filter icon="terp-personal+" groups="base.group_extended"
 269                                     domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 270                                     help="My Sales Team(s)" />
 271                             </field>
 272                         </group>
 273                         <newline/>
 274                         <group expand="0" string="Group By...">
 275                             <filter string="Partner" icon="terp-partner"
 276                                 domain="[]"
 277                                 context="{'group_by':'partner_id'}" />
 278                             <filter string="Responsible" icon="terp-personal"
 279                                 domain="[]"
 280                                 context="{'group_by':'user_id'}" />
 281                             <separator orientation="vertical" />
 282                             <filter string="Category" help="Fund Category"
 283                                 icon="terp-stock_symbol-selection" domain="[]"
 284                                 context="{'group_by':'categ_id'}" />
 285                             <filter string="Payment Mode" help="Payment Mode"
 286                                 icon="terp-dolar" domain="[]"
 287                                 context="{'group_by':'type_id'}" />
 288                             <separator orientation="vertical" />
 289                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 290                                 context="{'group_by':'state'}" />
 291                         </group>
 292                     </search>
 293                 </field>
 294             </record>
 295     </data>
 296 </openerp>