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="domain">[('type', '=', 'fundraising')]</field>
  33             <field name="context">{'type':'fundraising'}</field>
  34             <field name="help">Create and manage fund raising activity categories you want to be maintained in the system.</field>
  35         </record>
  36
  37
  38
  39          <menuitem action="crm_fundraising_stage_act"
  40             groups="base.group_extended" name="Stages"
  41             id="menu_crm_fundraising_stage_act"
  42             parent="menu_config_fundrising" />
  43
  44         <!-- Fund Raising Tree View -->
  45
  46         <record model="ir.ui.view" id="crm_case_tree_view_fund">
  47             <field name="name">CRM - Funds Tree</field>
  48             <field name="model">crm.fundraising</field>
  49             <field name="type">tree</field>
  50             <field name="arch" type="xml">
  51                 <tree string="Funds Tree"
  52                     colors="blue:state=='pending';grey:state in ('cancel', 'done')">
  53                     <field name="name" string="Fund Description" />
  54                     <field name="categ_id" />
  55                     <field name="type_id" string="Payment Mode" />
  56                     <field name="planned_cost" string="Amount" />
  57                     <field name="probability" />
  58                     <field name="user_id" />
  59                     <field name="state" />
  60                     <field name="partner_id" invisible="1"/>
  61                     <button name="case_cancel" string="Cancel"
  62                         states="draft,open,pending" type="object"
  63                         icon="gtk-cancel" />
  64                     <button name="case_open" string="Open"
  65                         states="draft,pending" type="object"
  66                         icon="gtk-go-forward" />
  67                     <button name="case_pending" string="Pending"
  68                         states="draft,open" type="object" icon="gtk-media-pause" />
  69                     <button name="case_escalate" string="Escalate"
  70                         states="open,draft,pending" type="object"
  71                         groups="base.group_extended"
  72                         icon="gtk-go-up" />
  73                     <button name="case_close" string="Done"
  74                         states="open,draft,pending" type="object"
  75                         icon="gtk-close" />
  76                     <button name="case_reset" string="Reset to Draft"
  77                         states="done,cancel" type="object" icon="gtk-convert" />
  78                 </tree>
  79             </field>
  80         </record>
  81
  82         <!-- Fund Raising Form View -->
  83
  84         <record model="ir.ui.view" id="crm_case_form_view_fund">
  85             <field name="name">CRM - Funds Form</field>
  86             <field name="model">crm.fundraising</field>
  87             <field name="type">form</field>
  88             <field name="arch" type="xml">
  89                 <form string="Funds Form">
  90                     <group colspan="4" col="6">
  91                         <field name="name" select="1" string="Name"/>
  92                         <field name="section_id" colspan="1" widget="selection"/>
  93                         <field name="user_id" string="Responsible"/>
  94                         <field name="date"/>
  95                         <field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
  96                         <field name="type_id" string="Payment Mode" select="1" widget="selection"/>
  97                     </group>
  98                     <notebook colspan="4">
  99                         <page string="Funds">
 100                             <group colspan="2" col="2">
 101                                 <separator colspan="4" string="Communication"/>
 102                                 <field name="partner_id" select="1"
 103                                     on_change="onchange_partner_id(partner_id, email_from)"
 104                                     colspan="2" />
 105                                 <field name="partner_address_id"
 106                                     string="Contact"
 107                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
 108                                     colspan="1" />
 109                                 <field name="email_from" colspan="2"/>
 110                             </group>
 111                             <group colspan="2" col="2">
 112                                 <separator colspan="4" string="Estimates"/>
 113                                 <field name="planned_cost"/>
 114                                 <field name="planned_revenue"/>
 115                                 <field name="probability"/>
 116                             </group>
 117                             <separator colspan="4" string="Notes"/>
 118                                 <field name="description" nolabel="1" colspan="4"/>
 119                             <separator colspan="4"/>
 120                             <group col="8" colspan="4">
 121                                 <field name="state"/>
 122                                 <button name="case_cancel" string="Cancel"
 123                                     states="draft,open,pending" type="object"
 124                                     icon="gtk-cancel" />
 125                                 <button name="case_open" string="Open"
 126                                     states="draft,pending" type="object"
 127                                     icon="gtk-go-forward" />
 128                                 <button name="case_pending" string="Pending"
 129                                     states="draft,open" type="object"
 130                                     icon="gtk-media-pause" />
 131                                 <button name="case_escalate" string="Escalate"
 132                                     states="open,draft,pending" type="object"
 133                                     groups="base.group_extended"
 134                                     icon="gtk-go-up" />
 135                                 <button name="case_close" string="Done"
 136                                     states="open,draft,pending" type="object"
 137                                     icon="gtk-close" />
 138                                 <button name="case_reset"
 139                                     string="Reset to Draft" states="done,cancel"
 140                                     type="object" icon="gtk-convert" />
 141                             </group>
 142                         </page>
 143                         <page string="History" groups="base.group_extended">
 144                             <group colspan="4">
 145                                 <field colspan="4" name="email_cc" string="Global CC" widget="char"/>
 146                             </group>
 147                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 148                                 <tree string="History">
 149                                     <field name="display_text" string="History Information"/>
 150                                     <field name="history" invisible="1"/>
 151                                     <button
 152                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 153                                         name="%(crm.action_crm_send_mail)d"
 154                                         context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
 155                                         icon="terp-mail-replied" type="action" />
 156                                 </tree>
 157                                 <form string="History">
 158                                     <group col="4" colspan="4">
 159                                         <field name="email_from"/>
 160                                         <field name="date"/>
 161                                         <field name="email_to" widget="char" size="512"/>
 162                                         <field name="email_cc" widget="char" size="512"/>
 163                                         <field name="name" colspan="4" widget="char" size="512"/>
 164                                         <field name="history" invisible="1"/>
 165                                     </group>
 166                                     <notebook colspan="4">
 167                                         <page string="Details">
 168                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 169                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 170                                                 <button colspan="4"
 171                                                     string="Reply"
 172                                                     name="%(crm.action_crm_send_mail)d"
 173                                                     context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
 174                                                     icon="terp-mail-replied" type="action" />
 175                                             </group>
 176                                             <group attrs="{'invisible': [('history', '=', True)]}">
 177                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 178                                             </group>
 179                                         </page>
 180                                         <page string="Attachments">
 181                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 182                                         </page>
 183                                     </notebook>
 184                                 </form>
 185                             </field>
 186                              <button string="Add Internal Note"
 187                                 name="%(crm.action_crm_add_note)d"
 188                                 context="{'model': 'crm.lead' }"
 189                                 icon="terp-document-new" type="action" />
 190                             <button string="Send New Email"
 191                                 name="%(crm.action_crm_send_mail)d"
 192                                 context="{'mail':'new', 'model': 'crm.fundraising'}"
 193                                 icon="terp-mail-message-new" type="action" />
 194                         </page>
 195                         <page string="Extra Info" groups="base.group_extended">
 196                             <group col="2" colspan="2">
 197                                 <separator colspan="4" string="Misc"/>
 198                                 <field name="active"/>
 199                                 <field name="id" select="1"/>
 200                                 <field name="priority" string="Priority"/>
 201                                 <field name="canal_id"/>
 202                             </group>
 203                             <group col="2" colspan="2">
 204                                 <separator colspan="4" string="Dates"/>
 205                                 <field name="create_date"/>
 206                                 <field name="date_closed"/>
 207                                 <field name="duration"/>
 208                             </group>
 209                             <newline/>
 210                             <group colspan="4" col="2">
 211                                 <separator colspan="4" string="References"/>
 212                                 <field colspan="4" name="ref"/>
 213                                 <field colspan="4" name="ref2"/>
 214                             </group>
 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         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 253                 <field name="name">CRM - Funds Search</field>
 254                 <field name="model">crm.fundraising</field>
 255                 <field name="type">search</field>
 256                 <field name="arch" type="xml">
 257                     <search string="Search Funds">
 258                         <group>
 259                             <filter icon="terp-check" string="Current"
 260                                 domain="[('state','in',('draft', 'open'))]" name="current"
 261                                 help="Current Funds" />
 262                             <filter icon="terp-camera_test" string="Open"
 263                                 domain="[('state','=','open')]"
 264                                 help="Open Funds" />
 265                             <filter icon="terp-gtk-media-pause"
 266                                 string="Pending"
 267                                 domain="[('state','=','pending')]"
 268                                 help="Pending Funds" />
 269                             <separator orientation="vertical" />
 270                             <field name="state" select="1" />
 271                             <field name="name" select='1'
 272                                 string="Fund Description" />
 273                             <field name="user_id" select="1"
 274                                 widget="selection">
 275                                 <filter icon="terp-personal-"
 276                                     domain="[('user_id','=', False)]"
 277                                     help="Unassigned" />
 278                             </field>
 279                             <field name="section_id" select="1" widget="selection" string="Sales Team">
 280                                 <filter icon="terp-personal+" groups="base.group_extended"
 281                                     domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 282                                     help="My Sales Team(s)" />
 283                             </field>
 284                         </group>
 285                         <newline/>
 286                         <group expand="0" string="Group By...">
 287                             <filter string="Partner" icon="terp-partner"
 288                                 domain="[]"
 289                                 context="{'group_by':'partner_id'}" />
 290                             <filter string="Responsible" icon="terp-personal"
 291                                 domain="[]"
 292                                 context="{'group_by':'user_id'}" />
 293                             <separator orientation="vertical" />
 294                             <filter string="Category" help="Fund Category"
 295                                 icon="terp-stock_symbol-selection" domain="[]"
 296                                 context="{'group_by':'categ_id'}" />
 297                             <filter string="Payment Mode" help="Payment Mode"
 298                                 icon="terp-dolar" domain="[]"
 299                                 context="{'group_by':'type_id'}" />
 300                             <separator orientation="vertical" />
 301                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 302                                 context="{'group_by':'state'}" />
 303                         </group>
 304                     </search>
 305                 </field>
 306             </record>
 307     </data>
 308 </openerp>