215 lines
11 KiB
XML
215 lines
11 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Fund Raising Configuration Menu -->
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<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">
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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" 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">
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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="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">
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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="blue:state=='pending';grey:state in ('cancel', 'done')">
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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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<field name="partner_id" invisible="1"/>
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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 version="7.0">
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<header>
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<button name="case_close" string="Done" states="open,pending" type="object" />
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<button name="case_open" string="Open" states="draft,pending" type="object" />
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<button name="case_pending" string="Pending" states="draft,open" type="object" />
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" groups="base.group_extended" />
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
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<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">
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<group col="4">
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<field name="name" string="Name"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="user_id" string="Responsible"/>
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<field name="date"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
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<field name="type_id" string="Payment Mode" widget="selection"/>
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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 string="Communication">
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id, email_from)"
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/>
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<field name="email_from"/>
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</group>
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<group 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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</group>
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</group>
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<separator colspan="4" string="Notes"/>
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<field name="description"/>
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</page>
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<page string="Extra Info">
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<group>
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<group string="Misc">
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<field name="active"/>
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<field name="id"/>
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<field name="priority" string="Priority"/>
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</group>
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<group groups="base.group_no_one" string="Dates">
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<field name="create_date"/>
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<field name="date_closed"/>
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<field name="duration"/>
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</group>
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<group string="References">
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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</group>
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</page>
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</notebook>
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</sheet>
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<footer>
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<field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
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</footer>
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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>
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<field name="name" string="Fund Description"/>
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<separator orientation="vertical" />
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<filter icon="terp-check" string="New"
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domain="[('state','=','draft')]" name="current"
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help="New Funds" />
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<filter icon="terp-camera_test" string="Open"
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domain="[('state','=','open')]"
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help="Open Funds" />
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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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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<filter string="Unassigned"
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icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned" />
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<filter string="Assigned to Me or to My Sales Team(s)"
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icon="terp-personal+"
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
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<separator orientation="vertical" />
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<field name="state"/>
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<field name="user_id"
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widget="selection"/>
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<field name="section_id" widget="selection" string="Sales Team"/>
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</group>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner"
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domain="[]"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]"
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context="{'group_by':'user_id'}" />
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<filter string="Category" help="Fund Category"
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icon="terp-stock_symbol-selection" domain="[]"
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context="{'group_by':'categ_id'}" />
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<filter string="Payment Mode" help="Payment Mode"
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icon="terp-dolar" domain="[]"
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context="{'group_by':'type_id'}" />
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
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context="{'group_by':'state'}" />
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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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