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_no_one"
   7             parent="base.menu_base_config" sequence="65" />
   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" 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>
  19         </record>
  20
  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" />
  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                 </tree>
  54             </field>
  55         </record>
  56
  57         <!-- Fund Raising Form View -->
  58
  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">
  64                 <form version="7.0">
  65                 <header>
  66                     <button name="case_close" string="Done" states="open,pending" type="object" />
  67                     <button name="case_open" string="Open" states="draft,pending" type="object" />
  68                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
  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"}'/>
  73                 </header>
  74                 <sheet string="Funds Form" layout="auto">
  75                     <group col="4">
  76                         <field name="name" string="Name"/>
  77                         <field name="section_id" colspan="1" widget="selection"/>
  78                         <field name="user_id" string="Responsible"/>
  79                         <field name="date"/>
  80                         <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
  81                         <field name="type_id" string="Payment Mode" widget="selection"/>
  82                     </group>
  83                     <notebook>
  84                         <page string="Funds">
  85                             <group>
  86                                 <group string="Communication">
  87                                     <field name="partner_id"
  88                                         on_change="onchange_partner_id(partner_id, email_from)"
  89                                         />
  90                                     <field name="email_from"/>
  91                                 </group>
  92                                 <group string="Estimates">
  93                                     <field name="planned_cost"/>
  94                                     <field name="planned_revenue"/>
  95                                     <field name="probability"/>
  96                                 </group>
  97                             </group>
  98                             <separator colspan="4" string="Notes"/>
  99                             <field name="description"/>
 100                         </page>
 101                         <page string="Extra Info">
 102                             <group>
 103                                 <group string="Misc">
 104                                     <field name="active"/>
 105                                     <field name="id"/>
 106                                     <field name="priority" string="Priority"/>
 107                                 </group>
 108                                 <group groups="base.group_no_one" string="Dates">
 109                                     <field name="create_date"/>
 110                                     <field name="date_closed"/>
 111                                     <field name="duration"/>
 112                                 </group>
 113                                 <group string="References">
 114                                     <field name="ref"/>
 115                                     <field name="ref2"/>
 116                                 </group>
 117                             </group>
 118                         </page>
 119                     </notebook>
 120                 </sheet>
 121                 <footer>
 122                     <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 123                 </footer>
 124                 </form>
 125             </field>
 126         </record>
 127
 128         <!-- Fund Raising Calendar View -->
 129
 130         <record model="ir.ui.view" id="crm_case_calendar_view_fund">
 131             <field name="name">CRM - Funds Calendar</field>
 132             <field name="model">crm.fundraising</field>
 133             <field name="type">calendar</field>
 134             <field name="priority" eval="2"/>
 135             <field name="arch" type="xml">
 136                 <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
 137                     <field name="name"/>
 138                     <field name="partner_id"/>
 139                 </calendar>
 140             </field>
 141         </record>
 142
 143         <!-- Fund Raising Graph View -->
 144
 145         <record model="ir.ui.view" id="crm_case_graph_view_fund">
 146             <field name="name">CRM - Funds Graph</field>
 147             <field name="model">crm.fundraising</field>
 148             <field name="type">graph</field>
 149             <field name="arch" type="xml">
 150                 <graph string="Funds by Categories" type="bar" orientation="horizontal">
 151                     <field name="categ_id"/>
 152                     <field name="planned_cost" operator="+"/>
 153                     <field name="state" group="True"/>
 154                 </graph>
 155             </field>
 156         </record>
 157
 158         <!-- Fund Raising Search View -->
 159         <record id="view_crm_case_fund_filter" model="ir.ui.view">
 160                 <field name="name">CRM - Funds Search</field>
 161                 <field name="model">crm.fundraising</field>
 162                 <field name="type">search</field>
 163                 <field name="arch" type="xml">
 164                     <search string="Search Funds">
 165                         <group>
 166                             <field name="name" string="Fund Description"/>
 167                             <separator orientation="vertical" />
 168                             <filter icon="terp-check" string="New"
 169                                 domain="[('state','=','draft')]" name="current"
 170                                 help="New Funds" />
 171                             <filter icon="terp-camera_test" string="Open"
 172                                 domain="[('state','=','open')]"
 173                                 help="Open Funds" />
 174                             <filter icon="terp-gtk-media-pause"
 175                                 string="Pending"
 176                                 domain="[('state','=','pending')]"
 177                                 help="Pending Funds" />
 178                             <separator orientation="vertical" />
 179                             <filter string="Unassigned"
 180                                     icon="terp-personal-"
 181                                     domain="[('user_id','=', False)]"
 182                                     help="Unassigned" />
 183                             <filter string="Assigned to Me or to My Sales Team(s)"
 184                                     icon="terp-personal+"
 185                                     domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 186                                     help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
 187                             <separator orientation="vertical" />
 188                             <field name="state"/>
 189                             <field name="user_id"
 190                                 widget="selection"/>
 191                             <field name="section_id" widget="selection" string="Sales Team"/>
 192                         </group>
 193                         <newline/>
 194                         <group expand="0" string="Group By...">
 195                             <filter string="Partner" icon="terp-partner"
 196                                 domain="[]"
 197                                 context="{'group_by':'partner_id'}" />
 198                             <filter string="Responsible" icon="terp-personal"
 199                                 domain="[]"
 200                                 context="{'group_by':'user_id'}" />
 201                             <filter string="Category" help="Fund Category"
 202                                 icon="terp-stock_symbol-selection" domain="[]"
 203                                 context="{'group_by':'categ_id'}" />
 204                             <filter string="Payment Mode" help="Payment Mode"
 205                                 icon="terp-dolar" domain="[]"
 206                                 context="{'group_by':'type_id'}" />
 207                             <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
 208                                 context="{'group_by':'state'}" />
 209                         </group>
 210                     </search>
 211                 </field>
 212             </record>
 213     </data>
 214 </openerp>