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<?xml version="1.0"?>
<openerp >
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<data >
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<!-- Fund Raising Configuration Menu -->
<menuitem id= "menu_config_fundrising" name= "Fund Raising"
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groups="base.group_no_one"
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parent="base.menu_base_config" sequence="65" />
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<!-- Fund Raising Categories Form View -->
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<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>
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<field name= "context" eval= "{'object_id': ref('model_crm_fundraising')}" />
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<field name= "help" > Manage and define the fund raising categories you want to be maintained in the system.</field>
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</record>
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<menuitem action= "crm_fund_categ_action" name= "Categories"
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id="menu_crm_case_fundraising-act" groups="base.group_no_one"
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parent="menu_config_fundrising" />
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<!-- Fund Stage Form View -->
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<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" />
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<field name= "context" > {'search_default_fundraising':1}</field>
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<field name= "help" > Create and manage fund raising activity categories you want to be maintained in the system.</field>
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</record>
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<!-- Fund Raising Tree View -->
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<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"
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colors="blue:state=='pending';grey:state in ('cancel', 'done')">
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<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" />
</tree>
</field>
</record>
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<!-- Fund Raising Form View -->
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<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" >
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<form version= "7.0" >
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<header >
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<button name= "case_close" string= "Done" states= "open,pending" type= "object" class= "oe_highlight" />
<button name= "case_open" string= "Open" states= "draft,pending" type= "object" class= "oe_highlight" />
<button name= "case_pending" string= "Pending" states= "draft,open" type= "object" class= "oe_highlight" />
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<button name= "case_escalate" string= "Escalate" states= "open,draft,pending" type= "object" groups= "base.group_extended" />
<button name= "case_reset" string= "Reset to Draft" states= "done,cancel" type= "object" />
<button name= "case_cancel" string= "Cancel" states= "draft,open,pending" type= "object" />
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<field name= "state" widget= "statusbar" nolabel= "1" statusbar_visible= "draft,open,done" statusbar_colors= '{"pending":"blue"}' />
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</header>
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<sheet string= "Funds Form" >
<label for= "name" class= "oe_edit_only" />
<h1 >
<field name= "name" />
</h1>
<label for= "categ_id" class= "oe_edit_only" />
<h2 >
<field name= "categ_id" widget= "selection" domain= "[('object_id.model', '=', 'crm.fundraising')]" class= "oe_inline" />
</h2>
<group >
<group >
<field name= "user_id" string= "Responsible" />
<field name= "section_id" colspan= "1" widget= "selection" />
</group>
<group >
<field name= "date" />
<field name= "type_id" string= "Payment Mode" widget= "selection" />
<field name= "priority" string= "Priority" />
</group>
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</group>
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<notebook >
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<page string= "Funds" >
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<group >
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<group >
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<field name= "partner_id"
on_change="onchange_partner_id(partner_id, email_from)"
/>
<field name= "email_from" />
</group>
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<group >
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<field name= "planned_cost" />
<field name= "planned_revenue" />
<field name= "probability" />
</group>
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</group>
<separator colspan= "4" string= "Notes" />
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<field name= "description" placeholder= "Add a note..." />
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</page>
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<page string= "Extra Info" >
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<group >
<group string= "Misc" >
<field name= "active" />
<field name= "id" />
</group>
<group groups= "base.group_no_one" string= "Dates" >
<field name= "create_date" />
<field name= "date_closed" />
<field name= "duration" />
</group>
<group string= "References" >
<field name= "ref" />
<field name= "ref2" />
</group>
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</group>
</page>
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</notebook>
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</sheet>
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<div class= "oe_chatter" >
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<field name= "message_ids" colspan= "4" widget= "mail_thread" nolabel= "1" />
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</div>
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</form>
</field>
</record>
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<!-- Fund Raising Calendar View -->
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<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>
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<!-- Fund Raising Graph View -->
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<record model= "ir.ui.view" id= "crm_case_graph_view_fund" >
<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" >
<field name= "categ_id" />
<field name= "planned_cost" operator= "+" />
<field name= "state" group= "True" />
</graph>
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</field>
</record>
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<!-- Fund Raising Search View -->
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<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" >
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<field name= "name" string= "Fund Description" />
<field name= "state" />
<filter icon= "terp-check" string= "New" domain= "[('state','=','draft')]" name= "current" help= "New 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 />
<filter string= "Unassigned" icon= "terp-personal-" domain= "[('user_id','=', False)]" help= "Unassigned" />
<separator />
<filter string= "Assigned to Me or to My Sales Team(s)" icon= "terp-personal+" domain= "['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
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<field name= "user_id" />
<field name= "section_id" string= "Sales Team" />
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<group expand= "0" string= "Group By..." >
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<filter string= "Partner" icon= "terp-partner" domain= "[]" context= "{'group_by':'partner_id'}" />
<filter string= "Responsible" icon= "terp-personal" domain= "[]" context= "{'group_by':'user_id'}" />
<filter string= "Category" help= "Fund Category" icon= "terp-stock_symbol-selection" domain= "[]" context= "{'group_by':'categ_id'}" />
<filter string= "Payment Mode" help= "Payment Mode" icon= "terp-dolar" domain= "[]" context= "{'group_by':'type_id'}" />
<filter string= "Status" icon= "terp-stock_effects-object-colorize" domain= "[]" context= "{'group_by':'state'}" />
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</group>
</search>
</field>
</record>
</data>
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</openerp>