addons/marketing_campaign/marketing_campaign_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   4
   5         <record id="action_client_marketing_menu" model="ir.actions.client">
   6             <field name="name">Open Marketing Menu</field>
   7             <field name="tag">reload</field>
   8             <field name="params" eval="{'menu_id': ref('base.marketing_menu')}"/>
   9         </record>
  10
  11         <record id="base.open_menu" model="ir.actions.todo">
  12             <field name="action_id" ref="action_client_marketing_menu"/>
  13             <field name="state">open</field>
  14         </record>
  15
  16     </data>
  17     <data>
  18
  19     <menuitem name="Configuration" id="menu_marketing_configuration" parent="base.marketing_menu" sequence="1"/>
  20
  21     <!-- Marketing Campaign -->
  22
  23     <record id="act_marketing_campaing_segment_opened" model="ir.actions.act_window">
  24         <field name="res_model">marketing.campaign.segment</field>
  25         <field name="view_type">form</field>
  26         <field name="name">Segments</field>
  27         <field name="view_mode">tree,form</field>
  28         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  29     </record>
  30
  31     <!-- Campaign Follow-ups -->
  32
  33     <record id="act_marketing_campaing_followup" model="ir.actions.act_window">
  34         <field name="res_model">marketing.campaign.workitem</field>
  35         <field name="view_type">form</field>
  36         <field name="name">Workitems</field>
  37         <field name="view_mode">tree,form</field>
  38         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  39     </record>
  40
  41     <!-- Campaign Statistics -->
  42
  43     <record id="act_marketing_campaing_stat" model="ir.actions.act_window" >
  44         <field name="res_model">campaign.analysis</field>
  45         <field name="view_type">form</field>
  46         <field name="name">Campaign Follow-up</field>
  47         <field name="view_mode">tree,form</field>
  48         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  49     </record>
  50
  51     <!-- Campaign Followups -->
  52
  53     <record model="ir.ui.view" id="view_marketing_campaign_form">
  54         <field name="name">marketing.campaign.form</field>
  55         <field name="model">marketing.campaign</field>
  56         <field name="arch" type="xml">
  57             <form string="Marketing Campaign" version="7.0">
  58             <header>
  59                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  60                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  61                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  62                 <button name="state_cancel_set" string="Cancel Campaign" states="running"/>
  63                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  64             </header>
  65             <sheet string="Campaign">
  66                 <div class="oe_right oe_button_box" name="button_box">
  67                     <button type="action"
  68                         name="%(act_marketing_campaing_stat)d"
  69                         string="Campaign Statistics"/>
  70                     <button type="action"
  71                         name="%(act_marketing_campaing_segment_opened)d"
  72                         string="Segments"/>
  73                     <button type="action"
  74                         name="%(act_marketing_campaing_followup)d"
  75                         string="Follow-Up"/>
  76                 </div>
  77                 <div class="oe_title">
  78                     <label for="name" class="oe_edit_only"/>
  79                     <h1><field name="name" class="oe_inline"/></h1>
  80                 </div>
  81                 <group>
  82                     <group>
  83                         <field name="mode"/>
  84                         <field name="fixed_cost"/>
  85                     </group>
  86                     <group>
  87                         <field name="object_id"/>
  88                         <field name="partner_field_id"/>
  89                         <field name="unique_field_id"/>
  90                     </group>
  91                 </group>
  92                 <separator string="Activities"/>
  93                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
  94             </sheet>
  95             </form>
  96         </field>
  97     </record>
  98
  99     <record model="ir.ui.view" id="view_marketing_campaign_tree">
 100         <field name="name">marketing.campaign.tree</field>
 101         <field name="model">marketing.campaign</field>
 102         <field name="arch" type="xml">
 103             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
 104                 <field name="name"/>
 105                 <field name="object_id"/>
 106                 <field name="mode"/>
 107                 <field name="fixed_cost"/>
 108                 <field name="state"/>
 109             </tree>
 110         </field>
 111     </record>
 112
 113     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
 114         <field name="name">marketing.campaign.diagram</field>
 115         <field name="model">marketing.campaign</field>
 116         <field name="arch" type="xml">
 117             <diagram string="Campaign Editor">
 118                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
 119                     <field name="name"/>
 120                     <field name="type"/>
 121                     <field name="start" invisible="1"/>
 122                     <field name="condition" widget="char"/>
 123                 </node>
 124                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
 125                     <field name="activity_from_id"/>
 126                     <field name="activity_to_id"/>
 127                     <field name="interval_nbr"/>
 128                     <field name="interval_type"/>
 129                 </arrow>
 130             </diagram>
 131         </field>
 132     </record>
 133
 134     <record id="view_marketing_campaign_search" model="ir.ui.view">
 135         <field name="name">marketing.campaign.search</field>
 136         <field name="model">marketing.campaign</field>
 137         <field name="arch" type="xml">
 138             <search string="Campaigns">
 139                 <field name="name" string="Campaign"/>
 140                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 141                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 142                 <separator/>
 143                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 144                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 145                 <field name="object_id" string="Resource"/>
 146                 <group expand="0" string="Group By...">
 147                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 148                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 149                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 150                 </group>
 151             </search>
 152         </field>
 153     </record>
 154
 155     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 156         <field name="name">Campaigns</field>
 157         <field name="type">ir.actions.act_window</field>
 158         <field name="res_model">marketing.campaign</field>
 159         <field name="view_type">form</field>
 160         <field name="view_mode">tree,form,diagram</field>
 161         <field name="view_id" ref="view_marketing_campaign_tree"/>
 162         <field name="context">{'group_by': []}</field>
 163         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 164         <field name="help" type="html">
 165           <p class="oe_view_nocontent_create">
 166             Click to create a marketing campaign.
 167           </p><p>
 168             OpenERP's marketing campaign allows you to automate communication
 169             to your prospects. You can define a segment (set of conditions) on
 170             your leads and partners to fullfil the campaign.
 171           </p><p>
 172             A campaign can have many activities like sending an email, printing
 173             a letter, assigning to a team, etc. These activities are triggered
 174             from specific situations; contact form, 10 days after first
 175             contact, if a lead is not closed yet, etc.
 176           </p>
 177         </field>
 178     </record>
 179
 180     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 181     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
 182
 183     <!-- Marketing Segments -->
 184     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 185         <field name="name">marketing.campaign.segment.form</field>
 186         <field name="model">marketing.campaign.segment</field>
 187         <field name="arch" type="xml">
 188             <form string="Marketing Campaign Segment" version="7.0">
 189             <header>
 190                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 191                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 192                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 193                 <button name="state_cancel_set" string="Cancel Segment" states="running"/>
 194                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 195             </header>
 196             <sheet string="Segments" >
 197                 <group>
 198                     <group>
 199                         <field name="name"/>
 200                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 201                         <field name="object_id" invisible="1"/>
 202                         <field name="sync_mode" required="True"/>
 203                        <label for="sync_last_date"/>
 204                        <div>
 205                            <field name="sync_last_date" class="oe_inline"/>
 206                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 207                        </div>
 208                        <field name="date_next_sync"/>
 209                     </group>
 210                     <group>
 211                         <field name="ir_filter_id"/>
 212                         <field name="date_run" readonly="1"/>
 213                         <field name="date_done" readonly="1"/>
 214                     </group>
 215                 </group>
 216             </sheet>
 217             </form>
 218         </field>
 219     </record>
 220
 221     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 222         <field name="name">marketing.campaign.segment.tree</field>
 223         <field name="model">marketing.campaign.segment</field>
 224         <field name="arch" type="xml">
 225             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 226                 <field name="name"/>
 227                 <field name="campaign_id"/>
 228                 <field name="date_run"/>
 229                 <field name="sync_last_date"/>
 230                 <field name="state"/>
 231             </tree>
 232         </field>
 233     </record>
 234
 235     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 236         <field name="name">marketing.campaign.segment.search</field>
 237         <field name="model">marketing.campaign.segment</field>
 238         <field name="arch" type="xml">
 239             <search string="Segments">
 240                 <field name="name" string="Segment"/>
 241                 <field name="date_run"/>
 242                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 243                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 244                 <separator/>
 245                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 246                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 247                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 248                 <field name="campaign_id"/>
 249                 <field name="object_id"/>
 250                 <group expand="0" string="Group By...">
 251                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 252                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 253                     <filter string="Launch Month" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 254                 </group>
 255             </search>
 256         </field>
 257     </record>
 258
 259     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 260         <field name="name">Segments</field>
 261         <field name="type">ir.actions.act_window</field>
 262         <field name="res_model">marketing.campaign.segment</field>
 263         <field name="view_type">form</field>
 264         <field name="view_mode">tree,form</field>
 265         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 266         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 267         <field name="context">{'group_by': []}</field>
 268     </record>
 269
 270     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
 271
 272     <!--
 273         Marketing Activities
 274         These views are not intended to be used outside the campaign context.
 275     -->
 276     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 277         <field name="name">marketing.campaign.activity.form</field>
 278         <field name="model">marketing.campaign.activity</field>
 279         <field name="arch" type="xml">
 280             <form string="Activities" version="7.0">
 281                 <group>
 282                     <group>
 283                         <field name="name"/>
 284                         <field name="signal" groups="base.group_no_one"/>
 285                         <field name="start"/>
 286                         <field name="object_id" invisible="1"/>
 287                         <field name="campaign_id" invisible="1" required="0"/>
 288                     </group>
 289                     <group>
 290                         <field name="variable_cost"/>
 291                         <field name="revenue"/>
 292                     </group>
 293                 </group>
 294                 <group >
 295                     <group>
 296                         <field name="condition" widget="char"/>
 297                         <field name="keep_if_condition_not_met"/>
 298                     </group>
 299                     <group>
 300                         <field name="type"/>
 301                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 302                            context="{'default_model_id':object_id}"/>
 303                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
 304                         <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
 305                         <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
 306                     </group>
 307                 </group>
 308                 <separator string="Previous Activities"/>
 309                 <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
 310                     <tree string="Incoming Transitions" editable="bottom">
 311                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 312                         <field name='trigger'/>
 313                         <field name="interval_nbr"/>
 314                         <field name="interval_type"/>
 315                     </tree>
 316                     <form string="Incoming Transitions" version="7.0">
 317                         <group col="4">
 318                             <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 319                             <field name='trigger'/>
 320                             <field name="interval_nbr"/>
 321                             <field name="interval_type"/>
 322                         </group>
 323                     </form>
 324                 </field>
 325                 <separator string="Next Activities"/>
 326                 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
 327                     <tree string="Outgoing Transitions" editable="bottom">
 328                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 329                         <field name='trigger'/>
 330                         <field name="interval_nbr"/>
 331                         <field name="interval_type"/>
 332                     </tree>
 333                     <form string="Outgoing Transitions" version="7.0">
 334                         <group col="4">
 335                             <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 336                             <field name='trigger'/>
 337                             <field name="interval_nbr"/>
 338                             <field name="interval_type"/>
 339                         </group>
 340                     </form>
 341                 </field>
 342             </form>
 343         </field>
 344     </record>
 345
 346     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 347         <field name="name">marketing.campaign.activity.tree</field>
 348         <field name="model">marketing.campaign.activity</field>
 349         <field name="arch" type="xml">
 350             <tree string="Activities">
 351                 <field name="name"/>
 352                 <field name="condition"/>
 353                 <field name="type"/>
 354                 <field name="start"/>
 355             </tree>
 356         </field>
 357     </record>
 358
 359
 360     <!-- Marketing Workitems -->
 361     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 362         <field name="name">marketing.campaign.workitem.tree</field>
 363         <field name="model">marketing.campaign.workitem</field>
 364         <field name="arch" type="xml">
 365             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 366                 <field name="campaign_id"/>
 367                 <field name="segment_id"/>
 368                 <field name="activity_id"/>
 369                 <field name="object_id" invisible="1"/>
 370                 <field name="res_id" invisible="1"/>
 371                 <field name="res_name"/>
 372                 <field name="partner_id"/>
 373                 <field name="date"/>
 374                 <field name="state"/>
 375                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 376                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 377                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 378             </tree>
 379         </field>
 380     </record>
 381
 382     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 383         <field name="name">marketing.campaign.workitem.form</field>
 384         <field name="model">marketing.campaign.workitem</field>
 385         <field name="arch" type="xml">
 386             <form string="Marketing Campaign Activities" version="7.0">
 387             <header>
 388                 <button string="Process" states="todo" name="process" type="object"/>
 389                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 390                 <button string="Cancel Workitem" states="todo,exception" name="button_cancel" type="object"/>
 391                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 392                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 393             </header>
 394             <sheet>
 395                 <group>
 396                     <group>
 397                         <field name="campaign_id"/>
 398                         <field name="segment_id"/>
 399                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 400                         <field name="date"/>
 401                     </group>
 402                     <group>
 403                         <field name="object_id" readonly="True"/>
 404                         <field name="res_name"/>
 405                         <field name="res_id"/>
 406                         <field name="partner_id"/>
 407                     </group>
 408                 </group>
 409                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 410                     <field name="error_msg" nolabel="1" colspan="2"/>
 411                 </group>
 412             </sheet>
 413             </form>
 414         </field>
 415     </record>
 416
 417     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 418         <field name="name">marketing.campaign.workitem.search</field>
 419         <field name="model">marketing.campaign.workitem</field>
 420         <field name="arch" type="xml">
 421             <search string="Marketing Campaign Activities">
 422                 <field name="res_name" string="Marketing Campaign Activity"/>
 423                 <field name="date"/>
 424                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 425                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 426                 <field name="campaign_id"/>
 427                 <field name="segment_id"/>
 428                 <field name="object_id"/>
 429                 <field name="partner_id"/>
 430                 <field name="res_id"/>
 431                 <group expand="0" string="Group By...">
 432                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 433                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 434                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 435                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 436                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 437                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 438                     <filter string="Execution Month" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 439                 </group>
 440             </search>
 441         </field>
 442     </record>
 443
 444     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 445         <field name="name">Campaign Follow-up</field>
 446         <field name="type">ir.actions.act_window</field>
 447         <field name="res_model">marketing.campaign.workitem</field>
 448         <field name="view_type">form</field>
 449         <field name="view_mode">tree,form</field>
 450         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 451         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 452         <field name="context">{'group_by': []}</field>
 453     </record>
 454
 455     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 456
 457     </data>
 458 </openerp>