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<?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="8" />
<!-- 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>
<field name="help">Manage and define the fund raising categories you want to be maintained in the system.</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">[('type', '=', 'fundraising')]</field>
<field name="context">{'type':'fundraising'}</field>
<field name="help">Create and manage fund raising activity categories you want to be maintained in the system.</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 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="blue:state=='pending';grey:state in ('cancel', 'done')">
<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_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<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_close" string="Done"
states="open,draft,pending" type="object"
icon="gtk-close" />
<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"/>
</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_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<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_close" string="Done"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button name="case_reset"
string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
<page string="Communication & History" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="Global CC" widget="char"/>
</group>
<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
<tree string="History">
<field name="display_text" string="History Information"/>
<field name="history" invisible="1"/>
<button
string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</tree>
<form string="History">
<group col="4" colspan="4">
<field name="email_from"/>
<field name="date"/>
<field name="email_to" widget="char" size="512"/>
<field name="email_cc" widget="char" size="512"/>
<field name="name" colspan="4" widget="char" size="512"/>
<field name="history" invisible="1"/>
</group>
<notebook colspan="4">
<page string="Details">
<group attrs="{'invisible': [('history', '!=', True)]}">
<field name="description" colspan="4" nolabel="1" height="250"/>
<button colspan="4"
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</group>
<group attrs="{'invisible': [('history', '=', True)]}">
<field name="display_text" colspan="4" nolabel="1" height="250"/>
</group>
</page>
<page string="Attachments">
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
</page>
</notebook>
</form>
</field>
<button string="Add Internal Note"
name="%(crm.action_crm_add_note)d"
context="{'model': 'crm.lead' }"
icon="terp-document-new" type="action" />
<button string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.fundraising'}"
icon="terp-mail-message-new" type="action" />
</page>
<page string="Extra Info" 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"/>
</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>
</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+" groups="base.group_extended"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
</group>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"
domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-personal"
domain="[]"
context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<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'}" />
<separator orientation="vertical" />
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
context="{'group_by':'state'}" />
</group>
</search>
</field>
</record>
</data>
</openerp>
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