--- /dev/null
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# OpenERP, Open Source Management Solution
+# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import crm_fundraising
+import report
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+
--- /dev/null
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# OpenERP, Open Source Management Solution
+# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+
+{
+ 'name': 'CRM Fundraising',
+ 'version': '1.0',
+ 'category': 'Generic Modules/CRM & SRM',
+ 'description': """Fundraising""",
+ 'author': 'Tiny',
+ 'website': 'http://www.openerp.com',
+ 'depends': ['crm'],
+ 'init_xml': [
+ 'crm_fundraising_data.xml',
+ ],
+
+ 'update_xml': [
+ 'crm_fundraising_view.xml',
+ 'crm_fundraising_menu.xml',
+ 'security/ir.model.access.csv',
+ 'report/crm_fundraising_report_view.xml',
+ ],
+ 'demo_xml': [
+ 'crm_fundraising_demo.xml',
+ ],
+ 'installable': True,
+ 'active': False,
+}
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
--- /dev/null
+#-*- coding: utf-8 -*-
+##############################################################################
+#
+# OpenERP, Open Source Management Solution
+# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from osv import fields, osv, orm
+from crm import crm
+
+class crm_fundraising(osv.osv):
+ """ Fund Raising Cases """
+
+ _name = "crm.fundraising"
+ _description = "Fund Raising Cases"
+ _order = "id desc"
+ _inherit ='crm.case'
+
+ _columns = {
+ 'date_closed': fields.datetime('Closed', readonly=True),
+ 'date': fields.datetime('Date'),
+ 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
+ 'categ_id': fields.many2one('crm.case.categ', 'Category', \
+ domain="[('section_id','=',section_id),\
+ ('object_id.model', '=', 'crm.fundraising')]"),
+ 'planned_revenue': fields.float('Planned Revenue'),
+ 'planned_cost': fields.float('Planned Costs'),
+ 'probability': fields.float('Probability (%)'),
+ 'partner_name': fields.char("Employee's Name", size=64),
+ 'partner_name2': fields.char('Employee Email', size=64),
+ 'partner_phone': fields.char('Phone', size=32),
+ 'partner_mobile': fields.char('Mobile', size=32),
+ 'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
+ domain="[('section_id','=',section_id),\
+ ('object_id.model', '=', 'crm.fundraising')]"),
+ 'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', \
+ domain="[('section_id','=',section_id),\
+ ('object_id.model', '=', 'crm.fundraising')]"),
+ 'duration': fields.float('Duration'),
+ 'ref': fields.reference('Reference', selection=crm._links_get, size=128),
+ 'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
+ 'canal_id': fields.many2one('res.partner.canal', 'Channel', \
+ help="The channels represent the different communication \
+ modes available with the customer." \
+ " With each commercial opportunity, you can indicate\
+ the canall which is this opportunity source."),
+ 'som': fields.many2one('res.partner.som', 'State of Mind', \
+ help="The minds states allow to define a value scale which represents" \
+ "the partner mentality in relation to our services.The scale has" \
+ "to be created with a factor for each level from 0 \
+ (Very dissatisfied) to 10 (Extremely satisfied)."),
+ }
+
+ _defaults = {
+ 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
+ 'probability':lambda *a:0.0,
+ 'planned_cost':lambda *a:0.0,
+ 'planned_revenue':lambda *a:0.0,
+ }
+
+crm_fundraising()
--- /dev/null
+<?xml version="1.0"?>
+<openerp>
+<data noupdate="1">
+
+ <!-- FUNDRAISING CATEGORY(categ_id) -->
+
+ <record model="crm.case.categ" id="categ_fund1">
+ <field name="name">Social Rehabilitation And Rural Upliftment</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.categ" id="categ_fund2">
+ <field name="name">Learning And Education</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.categ" id="categ_fund3">
+ <field name="name">Healthcare</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.categ" id="categ_fund4">
+ <field name="name">Arts And Culture</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <!-- CASE Resource(type_id) -->
+
+ <record model="crm.case.resource.type" id="type_fund1">
+ <field name="name">Cash</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.resource.type" id="type_fund2">
+ <field name="name">Cheque</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.resource.type" id="type_fund3">
+ <field name="name">Credit Card</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+ <record model="crm.case.resource.type" id="type_fund4">
+ <field name="name">Demand Draft</field>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
+ </record>
+
+</data>
+</openerp>
--- /dev/null
+<?xml version="1.0" ?>
+<openerp>
+ <data noupdate="1">
+ <record id="crm_case_helpingstreetchildren0" model="crm.fundraising">
+ <field eval="50" name="probability"/>
+ <field name="partner_address_id" ref="base.res_partner_address_1"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund3"/>
+ <field eval="3.0" name="duration"/>
+ <field name="partner_id" ref="base.res_partner_9"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_demo"/>
+ <field eval=""open"" name="state"/>
+ <field eval="250000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
+ <field name="categ_id" ref="categ_fund1"/>
+ <field eval=""Helping Street Children"" name="name"/>
+ <field eval=""info@opensides.be"" name="email_from"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_helpingearthquakevictims0" model="crm.fundraising">
+ <field eval="80" name="probability"/>
+ <field name="partner_address_id" ref="base.main_address"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund4"/>
+ <field name="partner_id" ref="base.main_partner"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_root"/>
+ <field eval=""draft"" name="state"/>
+ <field eval="2000000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-05 12:35:50')" name="date"/>
+ <field eval="8.0" name="duration"/>
+ <field name="categ_id" ref="categ_fund1"/>
+ <field eval=""Helping earthquake victims"" name="name"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_donatingbookstoschoollibraries0" model="crm.fundraising">
+ <field name="partner_address_id" ref="base.res_partner_address_zen"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund1"/>
+ <field eval="5.0" name="duration"/>
+ <field name="partner_id" ref="base.res_partner_3"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_root"/>
+ <field eval=""open"" name="state"/>
+ <field eval="500000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-07 13:50:50')" name="date"/>
+ <field name="categ_id" ref="categ_fund2"/>
+ <field eval=""Donating books to school libraries"" name="name"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_renovatinggovernmentschools0" model="crm.fundraising">
+ <field name="partner_address_id" ref="base.res_partner_address_7"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund2"/>
+ <field eval="3.0" name="duration"/>
+ <field name="partner_id" ref="base.res_partner_4"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_demo"/>
+ <field eval=""draft"" name="state"/>
+ <field eval="1000000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-12 15:10:50')" name="date"/>
+ <field name="categ_id" ref="categ_fund2"/>
+ <field eval="4.3" name="duration"/>
+ <field eval=""Renovating government schools"" name="name"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_donatingambulancestohospitals0" model="crm.fundraising">
+ <field name="partner_address_id" ref="base.res_partner_address_13"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund4"/>
+ <field name="partner_id" ref="base.res_partner_14"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_root"/>
+ <field eval=""open"" name="state"/>
+ <field eval="5000000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-17 19:00:15')" name="date"/>
+ <field eval="3" name="duration"/>
+ <field name="categ_id" ref="categ_fund3"/>
+ <field eval=""Donating ambulances to hospitals"" name="name"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_donatinghospitalequipments0" model="crm.fundraising">
+ <field name="partner_address_id" ref="base.res_partner_address_2"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund3"/>
+ <field name="partner_id" ref="base.res_partner_10"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_root"/>
+ <field eval=""done"" name="state"/>
+ <field eval="10000000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-27 09:00:15')" name="date"/>
+ <field eval="12" name="duration"/>
+ <field name="categ_id" ref="categ_fund3"/>
+ <field eval=""Donating hospital equipments"" name="name"/>
+ <field eval=""contact@tecsas.fr"" name="email_from"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_encouragingarts0" model="crm.fundraising">
+ <field name="partner_address_id" ref="base.res_partner_address_14"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund2"/>
+ <field eval="7.0" name="duration"/>
+ <field name="partner_id" ref="base.res_partner_15"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_demo"/>
+ <field eval=""draft"" name="state"/>
+ <field eval="10000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-01 10:00:15')" name="date"/>
+ <field name="categ_id" ref="categ_fund4"/>
+ <field eval=""Encouraging arts"" name="name"/>
+ </record>
+ </data>
+ <data noupdate="1">
+ <record id="crm_case_promotingculturalprogramsandpreservingdyingartforms0" model="crm.fundraising">
+ <field eval="10" name="probability"/>
+ <field name="partner_address_id" ref="base.res_partner_address_1"/>
+ <field eval="1" name="active"/>
+ <field name="type_id" ref="type_fund1"/>
+ <field eval="6.0" name="duration"/>
+ <field name="partner_id" ref="base.res_partner_9"/>
+ <field eval=""3"" name="priority"/>
+ <field name="user_id" ref="base.user_root"/>
+ <field eval=""open"" name="state"/>
+ <field eval="800000.0" name="planned_cost"/>
+ <field name="section_id" ref="crm.section_sales_department"/>
+ <field eval="time.strftime('%Y-%m-24 22:00:15')" name="date"/>
+ <field name="categ_id" ref="categ_fund4"/>
+ <field eval=""Promoting cultural programs and preserving dying art forms"" name="name"/>
+ <field eval=""info@opensides.be"" name="email_from"/>
+ </record>
+ </data>
+</openerp>
--- /dev/null
+<?xml version="1.0"?>
+<openerp>
+<data noupdate="1">
+
+<!-- MENU -->
+
+ <menuitem id="base.menu_fundrising" name="Fund Raising"
+ groups="base.group_extended"
+ parent="base.menu_base_partner" sequence="7" />
+
+ <record model="ir.actions.act_window" id="crm_case_category_act_fund_all1">
+ <field name="name">Funds</field>
+ <field name="res_model">crm.fundraising</field>
+ <field name="view_mode">tree,form,graph</field>
+ <field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
+ <field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
+ <field name="sequence" eval="1"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
+ <field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">form</field>
+ <field name="view_id" ref="crm_fundraising.crm_case_form_view_fund"/>
+ <field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all1">
+ <field name="sequence" eval="3"/>
+ <field name="view_mode">graph</field>
+ <field name="view_id" ref="crm_fundraising.crm_case_graph_view_fund"/>
+ <field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
+ </record>
+
+ <menuitem name="Fund Raising" id="menu_crm_case_fund_raise"
+ parent="base.menu_fundrising"
+ action="crm_case_category_act_fund_all1" sequence="1" />
+
+</data>
+</openerp>
--- /dev/null
+<?xml version="1.0"?>
+<openerp>
+<data>
+
+<!-- Fund Raising Categories Form View -->
+
+ <record id="crm_fund_categ_action" model="ir.actions.act_window">
+ <field name="name">Fundraising Categories</field>
+ <field name="res_model">crm.case.categ</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
+ <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
+ <field name="context">{'object_id':'crm.fundraising'}</field>
+ </record>
+
+ <menuitem action="crm_fund_categ_action"
+ id="menu_crm_case_fundraising-act"
+ groups="base.group_extended"
+ parent="crm.menu_crm_case_categ" />
+
+<!-- Fund Stage Form View -->
+
+ <record id="crm_fundraising_stage_act" model="ir.actions.act_window">
+ <field name="name">Fundraising Stages</field>
+ <field name="res_model">crm.case.stage</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm.crm_case_stage_tree"/>
+ <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
+ <field name="context">{'object_id':'crm.fundraising'}</field>
+ </record>
+
+ <menuitem action="crm_fundraising_stage_act"
+ groups="base.group_extended"
+ id="menu_crm_fundraising_stage_act"
+ parent="crm.menu_crm_case_stage" />
+
+<!-- Fund Resource Type Form View -->
+
+ <record id="crm_fundraising_resource_act" model="ir.actions.act_window">
+ <field name="name">Fundraising Resource Type</field>
+ <field name="res_model">crm.case.resource.type</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
+ <field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
+ <field name="context">{'object_id':'crm.fundraising'}</field>
+ </record>
+
+ <menuitem action="crm_fundraising_resource_act"
+ groups="base.group_extended"
+ id="menu_crm_fundraising_resource_act"
+ parent="crm.menu_crm_case_resource_type" />
+
+
+<!-- Fund Raising Tree View -->
+
+ <record model="ir.ui.view" id="crm_case_tree_view_fund">
+ <field name="name">CRM - Funds Tree</field>
+ <field name="model">crm.fundraising</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Funds Tree"
+ colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
+ <field name="id" />
+ <field name="name" string="Fund Description" />
+ <field name="categ_id" />
+ <field name="type_id" string="Payment Mode" />
+ <field name="planned_cost" string="Amount" />
+ <field name="probability" />
+ <field name="user_id" />
+ <field name="state" />
+ <button name="case_close" string="Done"
+ states="open,draft,pending" type="object"
+ icon="gtk-close" />
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
+ <button name="case_pending" string="Pending"
+ states="draft,open" type="object" icon="gtk-media-pause" />
+ <button name="case_escalate" string="Escalate"
+ states="open,draft,pending" type="object"
+ groups="base.group_extended"
+ icon="gtk-go-up" />
+ <button name="case_reset" string="Reset to Draft"
+ states="done,cancel" type="object" icon="gtk-convert" />
+ </tree>
+ </field>
+ </record>
+
+<!-- Fund Raising Form View -->
+
+ <record model="ir.ui.view" id="crm_case_form_view_fund">
+ <field name="name">CRM - Funds Form</field>
+ <field name="model">crm.fundraising</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Funds Form">
+ <group colspan="4" col="4">
+ <field name="name" select="1" string="Name"/>
+ <field name="type_id" string="Payment Mode" select="1" widget="selection"
+ domain="[('object_id.model', '=', 'crm.fundraising')]" />
+ </group>
+ <notebook colspan="4">
+ <page string="Funds">
+ <separator colspan="4" string="Communication"/>
+ <group colspan="4" col="4">
+ <field name="partner_id" select="1"
+ on_change="onchange_partner_id(partner_id, email_from)"
+ colspan="2" />
+ <field name="partner_address_id"
+ string="Contact"
+ on_change="onchange_partner_address_id(partner_address_id, email_from)"
+ colspan="1" />
+ <field name="email_from" colspan="2"/>
+ </group>
+ <separator colspan="4" string="Estimates"/>
+ <field name="planned_cost"/>
+ <field name="planned_revenue"/>
+ <field name="probability"/>
+ <separator colspan="4" string="Categorization"/>
+ <group colspan="4" col="6">
+ <field name="user_id" string="Responsible"/>
+ <field name="section_id" colspan="1" widget="selection"/>
+ <field name="categ_id" select="1"
+ widget="selection"
+ domain="[('object_id.model', '=', 'crm.fundraising')]" />
+ <field name="date"/>
+ <field name="duration"/>
+ </group>
+ <separator colspan="4" string="Notes"/>
+ <field name="description" nolabel="1" colspan="4"/>
+ <separator colspan="4"/>
+ <group col="8" colspan="4">
+ <field name="state"/>
+ <button name="case_close" string="Done"
+ states="open,draft,pending" type="object"
+ icon="gtk-close" />
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
+ <button name="case_pending" string="Pending"
+ states="draft,open" type="object"
+ icon="gtk-media-pause" />
+ <button name="case_escalate" string="Escalate"
+ states="open,draft,pending" type="object"
+ groups="base.group_extended"
+ icon="gtk-go-up" />
+ <button name="case_reset"
+ string="Reset to Draft" states="done,cancel"
+ type="object" icon="gtk-convert" />
+ </group>
+ </page>
+ <page string="History" groups="base.group_extended">
+ <field name="id" select="1"/>
+ <field name="active"/>
+ <field name="priority" string="Priority"/>
+ <newline/>
+ <field name="canal_id"/>
+ <field name="som"/>
+ <separator colspan="4" string="Dates"/>
+ <field name="create_date"/>
+ <field name="date_closed"/>
+ <separator colspan="4" string="References"/>
+ <field name="ref" colspan="4"/>
+ <field name="ref2" colspan="4"/>
+
+ <field name="log_ids" nolabel="1" colspan="4">
+ <form string="Actions">
+ <separator string="Action Information" colspan="4"/>
+ <field name="name" colspan="4"/>
+ <field name="date"/>
+ <field name="user_id"/>
+ </form>
+ </field>
+ </page>
+ <page string="Emails" groups="base.group_extended">
+ <group colspan="4">
+ <field colspan="4" name="email_cc" string="CC"/>
+ </group>
+ <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
+ <form string="Communication history">
+ <group col="7" colspan="4">
+ <field name="date"/>
+ <field name="email_to"/>
+ <field name="email_from"/>
+ <button
+ string="Add a CC"
+ name="%(crm.action_view_crm_email_add_cc_wizard)d"
+ icon="gtk-add" type="action"/>
+ </group>
+ <newline/>
+ <field name="description" colspan="4" nolabel="1"/>
+ <button colspan="4"
+ string="Reply to Last Email"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.fundraising'}"
+ icon="gtk-undo" type="action" />
+ </form>
+ <tree string="Communication history">
+ <field name="description"/>
+ <field name="email_to"/>
+ <field name="date"/>
+ </tree>
+ </field>
+ <button colspan="4" string="Send New Email"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'new', 'model': 'crm.fundraising'}"
+ icon="gtk-go-forward" type="action" />
+ </page>
+ </notebook>
+ </form>
+ </field>
+ </record>
+
+<!-- Fund Raising Calendar View -->
+
+ <record model="ir.ui.view" id="crm_case_calendar_view_fund">
+ <field name="name">CRM - Funds Calendar</field>
+ <field name="model">crm.fundraising</field>
+ <field name="type">calendar</field>
+ <field name="priority" eval="2"/>
+ <field name="arch" type="xml">
+ <calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
+ <field name="name"/>
+ <field name="partner_id"/>
+ </calendar>
+ </field>
+ </record>
+
+<!-- Fund Raising Graph View -->
+
+ <record model="ir.ui.view" id="crm_case_graph_view_fund">
+ <field name="name">CRM - Funds Graph</field>
+ <field name="model">crm.fundraising</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Funds by Categories" type="bar" orientation="horizontal">
+ <field name="categ_id"/>
+ <field name="planned_cost" operator="+"/>
+ <field name="state" group="True"/>
+ </graph>
+ </field>
+ </record>
+
+<!-- Fund Raising Search View -->
+
+ <record id="view_crm_case_fund_filter" model="ir.ui.view">
+ <field name="name">CRM - Funds Search</field>
+ <field name="model">crm.fundraising</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Search Funds">
+ <group col='6' colspan='4'>
+ <filter icon="terp-partner" string="My Funds"
+ default="1" domain="[('user_id','=',uid)]"
+ separator="1"
+ help="Funds Related to Current User"
+ />
+ <separator orientation="vertical" />
+ <filter icon="gtk-new" string="Current Funds"
+ domain="[('state','in',('draft', 'open'))]"
+ help="Current Funds" />
+ <filter icon="gtk-yes" string="Open Funds"
+ domain="[('state','=','open')]"
+ help="Open Funds" />
+ <filter icon="gtk-media-pause"
+ string="Pending Funds"
+ domain="[('state','=','pending')]"
+ help="Pending Funds" />
+ <separator orientation="vertical" />
+ <field name="state" select="1" />
+ <field name="name" select='1'
+ string="Fund Description" />
+ <field name="user_id" select="1"
+ widget="selection">
+ <filter icon="terp-partner"
+ domain="[('user_id','=', False)]"
+ help="Unassigned" />
+ </field>
+ <field name="section_id" select="1" widget="selection" string="Sales Team">
+ <filter icon="terp-crm"
+ domain="[('section_id','=',context.get('section_id',False))]"
+ help="My section" />
+ </field>
+ </group>
+ </search>
+ </field>
+ </record>
+
+</data>
+</openerp>
--- /dev/null
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# OpenERP, Open Source Management Solution
+# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import crm_fundraising_report
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
+
--- /dev/null
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+# OpenERP, Open Source Management Solution
+# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from osv import fields,osv
+import tools
+
+
+class crm_fundraising_report(osv.osv):
+ """CRM Fundraising Report"""
+
+ _name = "crm.fundraising.report"
+ _auto = False
+ _inherit = "crm.case.report"
+ _description = "CRM Fundraising Report"
+
+ _columns = {
+ 'categ_id': fields.many2one('crm.case.categ', 'Category', \
+ domain="[('section_id','=',section_id),\
+ ('object_id.model', '=', 'crm.fundraising')]"),
+ 'probability': fields.float('Avg. Probability',digits=(16,2),readonly=True, group_operator="avg"),
+ 'amount_revenue': fields.float('Est.Revenue',readonly=True,digits=(16,2)),
+ 'amount_revenue_prob': fields.float('Est. Rev*Prob.',digits=(16,2),readonly=True),
+ 'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
+ 'partner_id': fields.many2one('res.partner', 'Partner'),
+ 'company_id': fields.many2one('res.company', 'Company'),
+ }
+
+ def init(self, cr):
+
+ """ Display Number of cases and Average Probability
+ @param cr: the current row, from the database cursor
+ """
+
+ tools.drop_view_if_exists(cr, 'crm_fundraising_report')
+ cr.execute("""
+ create or replace view crm_fundraising_report as (
+ select
+ min(c.id) as id,
+ to_char(c.create_date, 'YYYY') as name,
+ to_char(c.create_date, 'MM') as month,
+ to_char(c.create_date, 'YYYY-MM-DD') as day,
+ c.state,
+ c.user_id,
+ c.section_id,
+ c.categ_id,
+ c.company_id,
+ c.partner_id,
+ count(*) as nbr,
+ 0 as avg_answers,
+ 0.0 as perc_done,
+ 0.0 as perc_cancel,
+ date_trunc('day',c.create_date) as create_date,
+ sum(planned_revenue) as amount_revenue,
+ sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
+ avg(probability)::decimal(16,2) as probability,
+ avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
+ from
+ crm_fundraising c
+ group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
+ c.state, c.user_id,c.section_id,c.categ_id,c.partner_id,c.company_id,
+ c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
+ )""")
+
+crm_fundraising_report()
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
--- /dev/null
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+ <data>
+
+<!-- Fundraising by user and section Tree View-->
+
+ <record id="view_report_crm_fundraising_tree" model="ir.ui.view">
+ <field name="name">crm.fundraising.report.tree</field>
+ <field name="model">crm.fundraising.report</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Fundraising">
+ <field name="name" invisible="1"/>
+ <field name="month" invisible="1"/>
+ <field name="section_id" invisible="1"/>
+ <field name="user_id" invisible="1"/>
+ <field name="company_id" invisible="1"/>
+ <field name="partner_id" invisible="1"/>
+ <field name="nbr" string='#Fundraising' sum="#Fundraising"/>
+ <field name="amount_revenue" sum='Est.Revenue'/>
+ <field name="probability" avg='Avg. Probability' widget="progressbar"/>
+ <field name="amount_revenue_prob" sum='Est. Rev*Prob.'/>
+ <field name="delay_close" avg='Avg Closing Delay'/>
+ <field name="state" invisible="1"/>
+ <field name="categ_id" invisible="1"/>
+ <field name="day" invisible="1"/>
+ </tree>
+ </field>
+
+<!-- Fundraising by user and section Form View-->
+
+ </record>
+ <record id="view_report_crm_fundraising_form" model="ir.ui.view">
+ <field name="name">crm.fundraising.report.form</field>
+ <field name="model">crm.fundraising.report</field>
+ <field name="inherit_id" ref="crm.view_crm_case_form"/>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <field name="nbr" position="after">
+ <field name="delay_close"/>
+ <field name="amount_revenue"/>
+ <field name="amount_revenue_prob"/>
+ <field name="probability"/>
+ </field>
+ </field>
+ </record>
+
+<!-- Fundraising by user and section Graph View-->
+
+ <record id="view_report_crm_fundraising_graph" model="ir.ui.view">
+ <field name="name">crm.fundraising.report.graph</field>
+ <field name="model">crm.fundraising.report</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph orientation="horizontal" string="Fundraising" type="bar">
+ <field name="state"/>
+ <field name="nbr" operator="+"/>
+ <field group="True" name="user_id"/>
+ </graph>
+ </field>
+ </record>
+
+<!-- Fundraising by user and section Search View-->
+
+ <record id="view_report_crm_fundraising_filter" model="ir.ui.view">
+ <field name="name">crm.fundraising.report.select</field>
+ <field name="model">crm.fundraising.report</field>
+ <field name="inherit_id" ref="crm.view_crm_case_filter"/>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
+ <group>
+ <separator orientation="vertical"/>
+ <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
+ </group>
+ </xpath>
+ </data>
+ </field>
+ </record>
+
+<!-- Fundraising by user and section Action -->
+
+ <record id="action_report_crm_fundraising" model="ir.actions.act_window">
+ <field name="name">Fundraising</field>
+ <field name="res_model">crm.fundraising.report</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,graph</field>
+ <field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
+ <field name="view_id" ref="view_report_crm_fundraising_tree"/>
+ <field name="search_view_id" ref="view_report_crm_fundraising_filter"/>
+ </record>
+
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
+ <field name="sequence" eval="1"/>
+ <field name="view_mode">tree</field>
+ <field name="view_id" ref="view_report_crm_fundraising_tree"/>
+ <field name="act_window_id" ref="action_report_crm_fundraising"/>
+ </record>
+
+ <record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
+ <field name="sequence" eval="2"/>
+ <field name="view_mode">graph</field>
+ <field name="view_id" ref="view_report_crm_fundraising_graph"/>
+ <field name="act_window_id" ref="action_report_crm_fundraising"/>
+ </record>
+
+ <menuitem name="Fundraising"
+ action="action_report_crm_fundraising"
+ groups="base.group_extended"
+ id="menu_report_crm_fundraising_tree" parent="base.next_id_64" />
+
+ </data>
+</openerp>
--- /dev/null
+"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
+"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
+"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
projects / odoo / odoo.git / commitdiff