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[ADD]: crm_fundraising: Made new module for crm fundraising from crm

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bzr revid: rpa@tinyerp.com-20100427123859-rugfef0byupt0a2j
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rpa (Open ERP)
2010-04-27 18:08:59 +05:30
parent eb236866d6
commit 9e337ab9ef
11 changed files with 921 additions and 0 deletions
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addons/crm_fundraising/__init__.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising
import report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_fundraising/__openerp__.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
{
'name': 'CRM Fundraising',
'version': '1.0',
'category': 'Generic Modules/CRM & SRM',
'description': """Fundraising""",
'author': 'Tiny',
'website': 'http://www.openerp.com',
'depends': ['crm'],
'init_xml': [
'crm_fundraising_data.xml',
],
'update_xml': [
'crm_fundraising_view.xml',
'crm_fundraising_menu.xml',
'security/ir.model.access.csv',
'report/crm_fundraising_report_view.xml',
],
'demo_xml': [
'crm_fundraising_demo.xml',
],
'installable': True,
'active': False,
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_fundraising/crm_fundraising.py
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#-*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields, osv, orm
from crm import crm
class crm_fundraising(osv.osv):
""" Fund Raising Cases """
_name = "crm.fundraising"
_description = "Fund Raising Cases"
_order = "id desc"
_inherit ='crm.case'
_columns = {
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.fundraising')]"),
'planned_revenue': fields.float('Planned Revenue'),
'planned_cost': fields.float('Planned Costs'),
'probability': fields.float('Probability (%)'),
'partner_name': fields.char("Employee's Name", size=64),
'partner_name2': fields.char('Employee Email', size=64),
'partner_phone': fields.char('Phone', size=32),
'partner_mobile': fields.char('Mobile', size=32),
'stage_id': fields.many2one ('crm.case.stage', 'Stage', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.fundraising')]"),
'type_id': fields.many2one('crm.case.resource.type', 'Fundraising Type', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.fundraising')]"),
'duration': fields.float('Duration'),
'ref': fields.reference('Reference', selection=crm._links_get, size=128),
'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
'canal_id': fields.many2one('res.partner.canal', 'Channel', \
help="The channels represent the different communication \
modes available with the customer." \
" With each commercial opportunity, you can indicate\
the canall which is this opportunity source."),
'som': fields.many2one('res.partner.som', 'State of Mind', \
help="The minds states allow to define a value scale which represents" \
"the partner mentality in relation to our services.The scale has" \
"to be created with a factor for each level from 0 \
(Very dissatisfied) to 10 (Extremely satisfied)."),
}
_defaults = {
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
'probability':lambda *a:0.0,
'planned_cost':lambda *a:0.0,
'planned_revenue':lambda *a:0.0,
}
crm_fundraising()
addons/crm_fundraising/crm_fundraising_data.xml
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- FUNDRAISING CATEGORY(categ_id) -->
<record model="crm.case.categ" id="categ_fund1">
<field name="name">Social Rehabilitation And Rural Upliftment</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund2">
<field name="name">Learning And Education</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund3">
<field name="name">Healthcare</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.categ" id="categ_fund4">
<field name="name">Arts And Culture</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<!-- CASE Resource(type_id) -->
<record model="crm.case.resource.type" id="type_fund1">
<field name="name">Cash</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund2">
<field name="name">Cheque</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund3">
<field name="name">Credit Card</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
<record model="crm.case.resource.type" id="type_fund4">
<field name="name">Demand Draft</field>
<field name="section_id" ref="crm.section_sales_department"/>
<field name="object_id" search="[('model','=','crm.fundraising')]" model="ir.model"/>
</record>
</data>
</openerp>
addons/crm_fundraising/crm_fundraising_demo.xml
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<?xml version="1.0" ?>
<openerp>
<data noupdate="1">
<record id="crm_case_helpingstreetchildren0" model="crm.fundraising">
<field eval="50" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund3"/>
<field eval="3.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="250000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:35:50')" name="date"/>
<field name="categ_id" ref="categ_fund1"/>
<field eval="&quot;Helping Street Children&quot;" name="name"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_helpingearthquakevictims0" model="crm.fundraising">
<field eval="80" name="probability"/>
<field name="partner_address_id" ref="base.main_address"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund4"/>
<field name="partner_id" ref="base.main_partner"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="2000000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-05 12:35:50')" name="date"/>
<field eval="8.0" name="duration"/>
<field name="categ_id" ref="categ_fund1"/>
<field eval="&quot;Helping earthquake victims&quot;" name="name"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_donatingbookstoschoollibraries0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_zen"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund1"/>
<field eval="5.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="500000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-07 13:50:50')" name="date"/>
<field name="categ_id" ref="categ_fund2"/>
<field eval="&quot;Donating books to school libraries&quot;" name="name"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_renovatinggovernmentschools0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_7"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund2"/>
<field eval="3.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_4"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="1000000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-12 15:10:50')" name="date"/>
<field name="categ_id" ref="categ_fund2"/>
<field eval="4.3" name="duration"/>
<field eval="&quot;Renovating government schools&quot;" name="name"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_donatingambulancestohospitals0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_13"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund4"/>
<field name="partner_id" ref="base.res_partner_14"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="5000000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-17 19:00:15')" name="date"/>
<field eval="3" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
<field eval="&quot;Donating ambulances to hospitals&quot;" name="name"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_donatinghospitalequipments0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund3"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;done&quot;" name="state"/>
<field eval="10000000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-27 09:00:15')" name="date"/>
<field eval="12" name="duration"/>
<field name="categ_id" ref="categ_fund3"/>
<field eval="&quot;Donating hospital equipments&quot;" name="name"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_encouragingarts0" model="crm.fundraising">
<field name="partner_address_id" ref="base.res_partner_address_14"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund2"/>
<field eval="7.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_15"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;draft&quot;" name="state"/>
<field eval="10000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-01 10:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Encouraging arts&quot;" name="name"/>
</record>
</data>
<data noupdate="1">
<record id="crm_case_promotingculturalprogramsandpreservingdyingartforms0" model="crm.fundraising">
<field eval="10" name="probability"/>
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="type_id" ref="type_fund1"/>
<field eval="6.0" name="duration"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;open&quot;" name="state"/>
<field eval="800000.0" name="planned_cost"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="time.strftime('%Y-%m-24 22:00:15')" name="date"/>
<field name="categ_id" ref="categ_fund4"/>
<field eval="&quot;Promoting cultural programs and preserving dying art forms&quot;" name="name"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
</data>
</openerp>
addons/crm_fundraising/crm_fundraising_menu.xml
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<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!-- MENU -->
<menuitem id="base.menu_fundrising" name="Fund Raising"
groups="base.group_extended"
parent="base.menu_base_partner" sequence="7" />
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all1">
<field name="name">Funds</field>
<field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_fundraising.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_fundraising.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_fundraising.crm_case_category_act_fund_all1"/>
</record>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise"
parent="base.menu_fundrising"
action="crm_case_category_act_fund_all1" sequence="1" />
</data>
</openerp>
addons/crm_fundraising/crm_fundraising_view.xml
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<?xml version="1.0"?>
<openerp>
<data>
<!-- 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"
id="menu_crm_case_fundraising-act"
groups="base.group_extended"
parent="crm.menu_crm_case_categ" />
<!-- 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"
id="menu_crm_fundraising_stage_act"
parent="crm.menu_crm_case_stage" />
<!-- 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"
id="menu_crm_fundraising_resource_act"
parent="crm.menu_crm_case_resource_type" />
<!-- 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="id" />
<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" />
<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="4">
<field name="name" select="1" string="Name"/>
<field name="type_id" string="Payment Mode" select="1" widget="selection"
domain="[('object_id.model', '=', 'crm.fundraising')]" />
</group>
<notebook colspan="4">
<page string="Funds">
<separator colspan="4" string="Communication"/>
<group colspan="4" col="4">
<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>
<separator colspan="4" string="Estimates"/>
<field name="planned_cost"/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator colspan="4" string="Categorization"/>
<group colspan="4" col="6">
<field name="user_id" string="Responsible"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="categ_id" select="1"
widget="selection"
domain="[('object_id.model', '=', 'crm.fundraising')]" />
<field name="date"/>
<field name="duration"/>
</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">
<field name="id" select="1"/>
<field name="active"/>
<field name="priority" string="Priority"/>
<newline/>
<field name="canal_id"/>
<field name="som"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<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="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="7" colspan="4">
<field name="date"/>
<field name="email_to"/>
<field name="email_from"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<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="description"/>
<field name="email_to"/>
<field name="date"/>
</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 col='6' colspan='4'>
<filter icon="terp-partner" string="My Funds"
default="1" domain="[('user_id','=',uid)]"
separator="1"
help="Funds Related to Current User"
/>
<separator orientation="vertical" />
<filter icon="gtk-new" string="Current Funds"
domain="[('state','in',('draft', 'open'))]"
help="Current Funds" />
<filter icon="gtk-yes" string="Open Funds"
domain="[('state','=','open')]"
help="Open Funds" />
<filter icon="gtk-media-pause"
string="Pending Funds"
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-partner"
domain="[('user_id','=', False)]"
help="Unassigned" />
</field>
<field name="section_id" select="1" widget="selection" string="Sales Team">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section" />
</field>
</group>
</search>
</field>
</record>
</data>
</openerp>
addons/crm_fundraising/report/__init__.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm_fundraising_report
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_fundraising/report/crm_fundraising_report.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields,osv
import tools
class crm_fundraising_report(osv.osv):
"""CRM Fundraising Report"""
_name = "crm.fundraising.report"
_auto = False
_inherit = "crm.case.report"
_description = "CRM Fundraising Report"
_columns = {
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.fundraising')]"),
'probability': fields.float('Avg. Probability',digits=(16,2),readonly=True, group_operator="avg"),
'amount_revenue': fields.float('Est.Revenue',readonly=True,digits=(16,2)),
'amount_revenue_prob': fields.float('Est. Rev*Prob.',digits=(16,2),readonly=True),
'delay_close': fields.float('Delay to close', digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to close the case"),
'partner_id': fields.many2one('res.partner', 'Partner'),
'company_id': fields.many2one('res.company', 'Company'),
}
def init(self, cr):
""" Display Number of cases and Average Probability
@param cr: the current row, from the database cursor
"""
tools.drop_view_if_exists(cr, 'crm_fundraising_report')
cr.execute("""
create or replace view crm_fundraising_report as (
select
min(c.id) as id,
to_char(c.create_date, 'YYYY') as name,
to_char(c.create_date, 'MM') as month,
to_char(c.create_date, 'YYYY-MM-DD') as day,
c.state,
c.user_id,
c.section_id,
c.categ_id,
c.company_id,
c.partner_id,
count(*) as nbr,
0 as avg_answers,
0.0 as perc_done,
0.0 as perc_cancel,
date_trunc('day',c.create_date) as create_date,
sum(planned_revenue) as amount_revenue,
sum(planned_revenue*probability)::decimal(16,2) as amount_revenue_prob,
avg(probability)::decimal(16,2) as probability,
avg(extract('epoch' from (c.date_closed-c.create_date)))/(3600*24) as delay_close
from
crm_fundraising c
group by to_char(c.create_date, 'YYYY'), to_char(c.create_date, 'MM'),\
c.state, c.user_id,c.section_id,c.categ_id,c.partner_id,c.company_id,
c.create_date,to_char(c.create_date, 'YYYY-MM-DD')
)""")
crm_fundraising_report()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_fundraising/report/crm_fundraising_report_view.xml
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<!-- Fundraising by user and section Tree View-->
<record id="view_report_crm_fundraising_tree" model="ir.ui.view">
<field name="name">crm.fundraising.report.tree</field>
<field name="model">crm.fundraising.report</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Fundraising">
<field name="name" invisible="1"/>
<field name="month" invisible="1"/>
<field name="section_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="nbr" string='#Fundraising' sum="#Fundraising"/>
<field name="amount_revenue" sum='Est.Revenue'/>
<field name="probability" avg='Avg. Probability' widget="progressbar"/>
<field name="amount_revenue_prob" sum='Est. Rev*Prob.'/>
<field name="delay_close" avg='Avg Closing Delay'/>
<field name="state" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="day" invisible="1"/>
</tree>
</field>
<!-- Fundraising by user and section Form View-->
</record>
<record id="view_report_crm_fundraising_form" model="ir.ui.view">
<field name="name">crm.fundraising.report.form</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="crm.view_crm_case_form"/>
<field name="type">form</field>
<field name="arch" type="xml">
<field name="nbr" position="after">
<field name="delay_close"/>
<field name="amount_revenue"/>
<field name="amount_revenue_prob"/>
<field name="probability"/>
</field>
</field>
</record>
<!-- Fundraising by user and section Graph View-->
<record id="view_report_crm_fundraising_graph" model="ir.ui.view">
<field name="name">crm.fundraising.report.graph</field>
<field name="model">crm.fundraising.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="horizontal" string="Fundraising" type="bar">
<field name="state"/>
<field name="nbr" operator="+"/>
<field group="True" name="user_id"/>
</graph>
</field>
</record>
<!-- Fundraising by user and section Search View-->
<record id="view_report_crm_fundraising_filter" model="ir.ui.view">
<field name="name">crm.fundraising.report.select</field>
<field name="model">crm.fundraising.report</field>
<field name="inherit_id" ref="crm.view_crm_case_filter"/>
<field name="type">search</field>
<field name="arch" type="xml">
<data>
<xpath expr='//search[@string="Search"]/group[@string="Extended options..."]/filter[@string="Cancel"]' position='after'>
<group>
<separator orientation="vertical"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.fundraising')]"/>
</group>
</xpath>
</data>
</field>
</record>
<!-- Fundraising by user and section Action -->
<record id="action_report_crm_fundraising" model="ir.actions.act_window">
<field name="name">Fundraising</field>
<field name="res_model">crm.fundraising.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_fundraising_tree"/>
<field name="search_view_id" ref="view_report_crm_fundraising_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_fundraising_tree"/>
<field name="act_window_id" ref="action_report_crm_fundraising"/>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_graph">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="view_report_crm_fundraising_graph"/>
<field name="act_window_id" ref="action_report_crm_fundraising"/>
</record>
<menuitem name="Fundraising"
action="action_report_crm_fundraising"
groups="base.group_extended"
id="menu_report_crm_fundraising_tree" parent="base.next_id_64" />
</data>
</openerp>
addons/crm_fundraising/security/ir.model.access.csv
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"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
"access_crm_fundraising","crm.fundraising","model_crm_fundraising","crm.group_crm_manager",1,1,1,1
"access_crm_fundraising_report_user","crm.fundraising.report","model_crm_fundraising_report","crm.group_crm_user",1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_crm_fundraising crm.fundraising model_crm_fundraising crm.group_crm_manager 1 1 1 1
3 access_crm_fundraising_report_user crm.fundraising.report model_crm_fundraising_report crm.group_crm_user 1 0 0 0