295 lines
14 KiB
XML
295 lines
14 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Fund Raising Categories Form View -->
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<record id="crm_fund_categ_action" model="ir.actions.act_window">
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<field name="name">Fundraising Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fund_categ_action"
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id="menu_crm_case_fundraising-act"
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groups="base.group_extended"
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parent="crm.menu_crm_case_categ" />
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<!-- Fund Stage Form View -->
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<record id="crm_fundraising_stage_act" model="ir.actions.act_window">
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<field name="name">Fundraising Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fundraising_stage_act"
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groups="base.group_extended"
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id="menu_crm_fundraising_stage_act"
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parent="crm.menu_crm_case_stage" />
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<!-- Fund Resource Type Form View -->
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<record id="crm_fundraising_resource_act" model="ir.actions.act_window">
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<field name="name">Fundraising Resource Type</field>
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.fundraising')]</field>
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<field name="context">{'object_id':'crm.fundraising'}</field>
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</record>
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<menuitem action="crm_fundraising_resource_act"
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groups="base.group_extended"
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id="menu_crm_fundraising_resource_act"
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parent="crm.menu_crm_case_resource_type" />
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<!-- Fund Raising Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_fund">
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<field name="name">CRM - Funds Tree</field>
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<field name="model">crm.fundraising</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Funds Tree"
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colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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<field name="id" />
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<field name="name" string="Fund Description" />
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<field name="categ_id" />
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<field name="type_id" string="Payment Mode" />
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<field name="planned_cost" string="Amount" />
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<field name="probability" />
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<field name="user_id" />
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<field name="state" />
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object" icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object" icon="gtk-convert" />
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</tree>
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</field>
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</record>
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<!-- Fund Raising Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_fund">
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<field name="name">CRM - Funds Form</field>
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<field name="model">crm.fundraising</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Funds Form">
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<group colspan="4" col="4">
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<field name="name" select="1" string="Name"/>
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<field name="type_id" string="Payment Mode" select="1" widget="selection"
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domain="[('object_id.model', '=', 'crm.fundraising')]" />
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</group>
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<notebook colspan="4">
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<page string="Funds">
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<separator colspan="4" string="Communication"/>
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<group colspan="4" col="4">
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" colspan="2"/>
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</group>
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<separator colspan="4" string="Estimates"/>
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<field name="planned_cost"/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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<separator colspan="4" string="Categorization"/>
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<group colspan="4" col="6">
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<field name="user_id" string="Responsible"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="categ_id" select="1"
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widget="selection"
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domain="[('object_id.model', '=', 'crm.fundraising')]" />
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<field name="date"/>
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<field name="duration"/>
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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<field name="state"/>
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<button name="case_close" string="Done"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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<button name="case_reset"
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string="Reset to Draft" states="done,cancel"
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type="object" icon="gtk-convert" />
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</group>
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</page>
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<page string="History" groups="base.group_extended">
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<field name="id" select="1"/>
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<field name="active"/>
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<field name="priority" string="Priority"/>
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<newline/>
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<field name="canal_id"/>
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<field name="som"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</form>
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</field>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="7" colspan="4">
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<field name="date"/>
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<field name="email_to"/>
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<field name="email_from"/>
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<button
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string="Add a CC"
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name="%(crm.action_view_crm_email_add_cc_wizard)d"
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icon="gtk-add" type="action"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4"
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string="Reply to Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.fundraising'}"
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email_to"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.fundraising'}"
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icon="gtk-go-forward" type="action" />
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- Fund Raising Calendar View -->
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<record model="ir.ui.view" id="crm_case_calendar_view_fund">
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<field name="name">CRM - Funds Calendar</field>
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<field name="model">crm.fundraising</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Funds" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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<field name="partner_id"/>
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</calendar>
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</field>
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</record>
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<!-- Fund Raising Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_fund">
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<field name="name">CRM - Funds Graph</field>
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<field name="model">crm.fundraising</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Funds by Categories" type="bar" orientation="horizontal">
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<field name="categ_id"/>
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<field name="planned_cost" operator="+"/>
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<field name="state" group="True"/>
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</graph>
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</field>
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</record>
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<!-- Fund Raising Search View -->
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<record id="view_crm_case_fund_filter" model="ir.ui.view">
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<field name="name">CRM - Funds Search</field>
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<field name="model">crm.fundraising</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Funds">
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<group col='6' colspan='4'>
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<filter icon="terp-partner" string="My Funds"
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name="my_funds" domain="[('user_id','=',uid)]"
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separator="1"
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help="Funds Related to Current User"
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/>
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<separator orientation="vertical" />
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<filter icon="gtk-new" string="Current Funds"
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domain="[('state','in',('draft', 'open'))]"
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help="Current Funds" />
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<filter icon="gtk-yes" string="Open Funds"
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domain="[('state','=','open')]"
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help="Open Funds" />
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<filter icon="gtk-media-pause"
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string="Pending Funds"
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domain="[('state','=','pending')]"
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help="Pending Funds" />
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<separator orientation="vertical" />
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<field name="state" select="1" />
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<field name="name" select='1'
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string="Fund Description" />
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<field name="user_id" select="1"
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widget="selection">
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<filter icon="terp-partner"
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domain="[('user_id','=', False)]"
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help="Unassigned" />
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</field>
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<field name="section_id" select="1" widget="selection" string="Sales Team">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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help="My section" />
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</field>
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</group>
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</search>
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</field>
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</record>
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</data>
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</openerp>
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