316 lines
17 KiB
XML
316 lines
17 KiB
XML
<?xml version="1.0"?>
|
|
<openerp>
|
|
<data>
|
|
<!-- Fund Raising Configuration Menu -->
|
|
<menuitem id="menu_config_fundrising" name="Fund Raising"
|
|
groups="base.group_extended"
|
|
parent="base.menu_base_config" sequence="7" />
|
|
|
|
<!-- 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" name="Categories"
|
|
id="menu_crm_case_fundraising-act" groups="base.group_extended"
|
|
parent="menu_config_fundrising" />
|
|
|
|
<!-- 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" name="Stages"
|
|
id="menu_crm_fundraising_stage_act"
|
|
parent="menu_config_fundrising" />
|
|
|
|
|
|
<!-- 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" name="Resource Type"
|
|
id="menu_crm_fundraising_resource_act"
|
|
parent="menu_config_fundrising" />
|
|
|
|
|
|
<!-- 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="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" />
|
|
<field name="partner_id" invisible="1"/>
|
|
<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="6">
|
|
<field name="name" select="1" string="Name"/>
|
|
<field name="section_id" colspan="1" widget="selection"/>
|
|
<field name="user_id" string="Responsible"/>
|
|
<field name="date"/>
|
|
<field name="categ_id" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
|
|
<field name="type_id" string="Payment Mode" select="1" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="Funds">
|
|
<group colspan="2" col="2">
|
|
<separator colspan="4" string="Communication"/>
|
|
<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>
|
|
<group colspan="2" col="2">
|
|
<separator colspan="4" string="Estimates"/>
|
|
<field name="planned_cost"/>
|
|
<field name="planned_revenue"/>
|
|
<field name="probability"/>
|
|
</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">
|
|
<group col="2" colspan="2">
|
|
<separator colspan="4" string="Misc"/>
|
|
<field name="active"/>
|
|
<field name="id" select="1"/>
|
|
<field name="priority" string="Priority"/>
|
|
<field name="canal_id"/>
|
|
<field name="som"/>
|
|
</group>
|
|
<group col="2" colspan="2">
|
|
<separator colspan="4" string="Dates"/>
|
|
<field name="create_date"/>
|
|
<field name="date_closed"/>
|
|
<field name="duration"/>
|
|
</group>
|
|
<newline/>
|
|
<group colspan="4" col="2">
|
|
<separator colspan="4" string="References"/>
|
|
<field colspan="4" name="ref"/>
|
|
<field colspan="4" name="ref2"/>
|
|
</group>
|
|
<field name="log_ids" nolabel="1" colspan="4">
|
|
<tree string="Logs">
|
|
<field name="name" colspan="4"/>
|
|
<field name="date"/>
|
|
<field name="user_id"/>
|
|
</tree>
|
|
<form string="Logs">
|
|
<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="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
|
<form string="Communication history">
|
|
<group col="6" colspan="4">
|
|
<field name="date"/>
|
|
<field name="email_to"/>
|
|
<field name="email_from"/>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="Details">
|
|
<field name="description" colspan="4" nolabel="1"/>
|
|
</page>
|
|
<page string="Attachments">
|
|
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
|
</page>
|
|
</notebook>
|
|
<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="date"/>
|
|
<field name="email_from" />
|
|
<field name="email_to"/>
|
|
<field name="description"/>
|
|
</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>
|
|
<filter icon="terp-check" string="Current"
|
|
domain="[('state','in',('draft', 'open'))]" name="current"
|
|
help="Current Funds" />
|
|
<filter icon="terp-camera_test" string="Open"
|
|
domain="[('state','=','open')]"
|
|
help="Open Funds" />
|
|
<filter icon="terp-gtk-media-pause"
|
|
string="Pending"
|
|
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-personal-"
|
|
domain="[('user_id','=', False)]"
|
|
help="Unassigned" />
|
|
</field>
|
|
<field name="section_id" select="1" widget="selection" string="Sales Team">
|
|
<filter icon="terp-personal+"
|
|
domain="[('section_id','=',context.get('section_id',False))]"
|
|
help="My section" />
|
|
</field>
|
|
</group>
|
|
<newline/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Partner" icon="terp-personal"
|
|
domain="[]"
|
|
context="{'group_by':'partner_id'}" />
|
|
<filter string="Responsible" icon="terp-personal"
|
|
domain="[]"
|
|
context="{'group_by':'user_id'}" />
|
|
<separator orientation="vertical" />
|
|
<filter string="Type" icon="terp-stock_symbol-selection"
|
|
domain="[]"
|
|
context="{'group_by':'type_id'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
</data>
|
|
</openerp>
|