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     <!-- Marketing Campaign -->
  20
  21     <record id="act_marketing_campaing_segment_opened" model="ir.actions.act_window">
  22         <field name="res_model">marketing.campaign.segment</field>
  23         <field name="view_type">form</field>
  24         <field name="name">Segments</field>
  25         <field name="view_mode">tree,form</field>
  26         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  27     </record>
  28
  29     <!-- Campaign Follow-ups -->
  30
  31     <record id="act_marketing_campaing_followup" model="ir.actions.act_window">
  32         <field name="res_model">marketing.campaign.workitem</field>
  33         <field name="view_type">form</field>
  34         <field name="name">Workitems</field>
  35         <field name="view_mode">tree,form</field>
  36         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  37     </record>
  38
  39     <!-- Campaign Statistics -->
  40
  41     <record id="act_marketing_campaing_stat" model="ir.actions.act_window" >
  42         <field name="res_model">campaign.analysis</field>
  43         <field name="view_type">form</field>
  44         <field name="name">Campaign Follow-up</field>
  45         <field name="view_mode">tree,form</field>
  46         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  47     </record>
  48
  49     <!-- Campaign Followups -->
  50
  51     <record model="ir.ui.view" id="view_marketing_campaign_form">
  52         <field name="name">marketing.campaign.form</field>
  53         <field name="model">marketing.campaign</field>
  54         <field name="arch" type="xml">
  55             <form string="Marketing Campaign">
  56             <header>
  57                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  58                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  59                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  60                 <button name="state_cancel_set" string="Cancel Campaign" states="running"/>
  61                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  62             </header>
  63             <sheet string="Campaign">
  64                 <div class="oe_right oe_button_box" name="button_box">
  65                     <button type="action"
  66                         name="%(act_marketing_campaing_stat)d"
  67                         class="oe_stat_button"
  68                         icon="fa-keyboard-o"
  69                         help="Marketing Campaign Statistics">
  70                         <div>Campaign<br/>Statistics</div>
  71                     </button>
  72                     <button type="action"
  73                         name="%(act_marketing_campaing_segment_opened)d"
  74                         class="oe_stat_button"
  75                         icon="fa-table">
  76                         <field name="segments_count" widget="statinfo" string="Segments"/>
  77                     </button>
  78                     <button type="action"
  79                         name="%(act_marketing_campaing_followup)d"
  80                         class="oe_stat_button"
  81                         icon="fa-thumbs-up"
  82                         string="Follow-Up"/>
  83                 </div>
  84                 <div class="oe_title">
  85                     <label for="name" class="oe_edit_only"/>
  86                     <h1><field name="name" class="oe_inline"/></h1>
  87                 </div>
  88                 <group>
  89                     <group>
  90                         <field name="mode"/>
  91                         <field name="fixed_cost"/>
  92                     </group>
  93                     <group>
  94                         <field name="object_id"/>
  95                         <field name="partner_field_id"/>
  96                         <field name="unique_field_id"/>
  97                     </group>
  98                 </group>
  99                 <separator string="Activities"/>
 100                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
 101             </sheet>
 102             </form>
 103         </field>
 104     </record>
 105
 106     <record model="ir.ui.view" id="view_marketing_campaign_tree">
 107         <field name="name">marketing.campaign.tree</field>
 108         <field name="model">marketing.campaign</field>
 109         <field name="arch" type="xml">
 110             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
 111                 <field name="name"/>
 112                 <field name="object_id"/>
 113                 <field name="mode"/>
 114                 <field name="fixed_cost"/>
 115                 <field name="state"/>
 116             </tree>
 117         </field>
 118     </record>
 119
 120     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
 121         <field name="name">marketing.campaign.diagram</field>
 122         <field name="model">marketing.campaign</field>
 123         <field name="arch" type="xml">
 124             <diagram string="Campaign Editor">
 125                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
 126                     <field name="name"/>
 127                     <field name="type"/>
 128                     <field name="start" invisible="1"/>
 129                     <field name="condition" widget="char"/>
 130                 </node>
 131                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
 132                     <field name="activity_from_id"/>
 133                     <field name="activity_to_id"/>
 134                     <field name="interval_nbr"/>
 135                     <field name="interval_type"/>
 136                 </arrow>
 137             </diagram>
 138         </field>
 139     </record>
 140
 141     <record id="view_marketing_campaign_search" model="ir.ui.view">
 142         <field name="name">marketing.campaign.search</field>
 143         <field name="model">marketing.campaign</field>
 144         <field name="arch" type="xml">
 145             <search string="Campaigns">
 146                 <field name="name" string="Campaign"/>
 147                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 148                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 149                 <separator/>
 150                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 151                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 152                 <field name="object_id" string="Resource"/>
 153                 <group expand="0" string="Group By">
 154                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 155                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 156                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 157                 </group>
 158             </search>
 159         </field>
 160     </record>
 161
 162     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 163         <field name="name">Campaigns</field>
 164         <field name="type">ir.actions.act_window</field>
 165         <field name="res_model">marketing.campaign</field>
 166         <field name="view_type">form</field>
 167         <field name="view_mode">tree,form,diagram</field>
 168         <field name="view_id" ref="view_marketing_campaign_tree"/>
 169         <field name="context">{'group_by': []}</field>
 170         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 171         <field name="help" type="html">
 172           <p class="oe_view_nocontent_create">
 173             Click to create a marketing campaign.
 174           </p><p>
 175             Odoo's marketing campaign allows you to automate communication
 176             to your prospects. You can define a segment (set of conditions) on
 177             your leads and partners to fullfil the campaign.
 178           </p><p>
 179             A campaign can have many activities like sending an email, printing
 180             a letter, assigning to a team, etc. These activities are triggered
 181             from specific situations; contact form, 10 days after first
 182             contact, if a lead is not closed yet, etc.
 183           </p>
 184         </field>
 185     </record>
 186
 187     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu" groups="marketing.group_marketing_user,marketing.group_marketing_manager"/>
 188     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
 189
 190     <!-- Marketing Segments -->
 191     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 192         <field name="name">marketing.campaign.segment.form</field>
 193         <field name="model">marketing.campaign.segment</field>
 194         <field name="arch" type="xml">
 195             <form string="Marketing Campaign Segment">
 196             <header>
 197                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 198                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 199                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 200                 <button name="state_cancel_set" string="Cancel Segment" states="running"/>
 201                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 202             </header>
 203             <sheet string="Segments" >
 204                 <group>
 205                     <group>
 206                         <field name="name"/>
 207                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 208                         <field name="object_id" invisible="1"/>
 209                         <field name="sync_mode" required="True"/>
 210                        <label for="sync_last_date"/>
 211                        <div>
 212                            <field name="sync_last_date" class="oe_inline"/>
 213                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 214                        </div>
 215                        <field name="date_next_sync"/>
 216                     </group>
 217                     <group>
 218                         <field name="ir_filter_id"/>
 219                         <field name="date_run" readonly="1"/>
 220                         <field name="date_done" readonly="1"/>
 221                     </group>
 222                 </group>
 223             </sheet>
 224             </form>
 225         </field>
 226     </record>
 227
 228     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 229         <field name="name">marketing.campaign.segment.tree</field>
 230         <field name="model">marketing.campaign.segment</field>
 231         <field name="arch" type="xml">
 232             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 233                 <field name="name"/>
 234                 <field name="campaign_id"/>
 235                 <field name="date_run"/>
 236                 <field name="sync_last_date"/>
 237                 <field name="state"/>
 238             </tree>
 239         </field>
 240     </record>
 241
 242     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 243         <field name="name">marketing.campaign.segment.search</field>
 244         <field name="model">marketing.campaign.segment</field>
 245         <field name="arch" type="xml">
 246             <search string="Segments">
 247                 <field name="name" string="Segment"/>
 248                 <field name="date_run"/>
 249                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 250                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 251                 <separator/>
 252                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 253                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 254                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 255                 <field name="campaign_id"/>
 256                 <field name="object_id"/>
 257                 <group expand="0" string="Group By">
 258                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 259                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 260                     <filter string="Launch Month" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 261                 </group>
 262             </search>
 263         </field>
 264     </record>
 265
 266     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 267         <field name="name">Segments</field>
 268         <field name="type">ir.actions.act_window</field>
 269         <field name="res_model">marketing.campaign.segment</field>
 270         <field name="view_type">form</field>
 271         <field name="view_mode">tree,form</field>
 272         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 273         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 274         <field name="context">{'group_by': []}</field>
 275     </record>
 276
 277     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
 278
 279     <!--
 280         Marketing Activities
 281         These views are not intended to be used outside the campaign context.
 282     -->
 283     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 284         <field name="name">marketing.campaign.activity.form</field>
 285         <field name="model">marketing.campaign.activity</field>
 286         <field name="arch" type="xml">
 287             <form string="Activities">
 288                 <group>
 289                     <group>
 290                         <field name="name"/>
 291                         <field name="signal" groups="base.group_no_one"/>
 292                         <field name="start"/>
 293                         <field name="object_id" invisible="1"/>
 294                         <field name="campaign_id" invisible="1" required="0"/>
 295                     </group>
 296                     <group>
 297                         <field name="variable_cost"/>
 298                         <field name="revenue"/>
 299                     </group>
 300                 </group>
 301                 <group >
 302                     <group>
 303                         <field name="condition" widget="char"/>
 304                         <field name="keep_if_condition_not_met"/>
 305                     </group>
 306                     <group>
 307                         <field name="type"/>
 308                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 309                            context="{'default_model_id':object_id}"/>
 310                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
 311                         <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
 312                         <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
 313                     </group>
 314                 </group>
 315                 <separator string="Previous Activities"/>
 316                 <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
 317                     <tree string="Incoming Transitions" editable="bottom">
 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                     </tree>
 323                     <form string="Incoming Transitions">
 324                         <group col="4">
 325                             <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 326                             <field name='trigger'/>
 327                             <field name="interval_nbr"/>
 328                             <field name="interval_type"/>
 329                         </group>
 330                     </form>
 331                 </field>
 332                 <separator string="Next Activities"/>
 333                 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
 334                     <tree string="Outgoing Transitions" editable="bottom">
 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                     </tree>
 340                     <form string="Outgoing Transitions">
 341                         <group col="4">
 342                             <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 343                             <field name='trigger'/>
 344                             <field name="interval_nbr"/>
 345                             <field name="interval_type"/>
 346                         </group>
 347                     </form>
 348                 </field>
 349             </form>
 350         </field>
 351     </record>
 352
 353     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 354         <field name="name">marketing.campaign.activity.tree</field>
 355         <field name="model">marketing.campaign.activity</field>
 356         <field name="arch" type="xml">
 357             <tree string="Activities">
 358                 <field name="name"/>
 359                 <field name="condition"/>
 360                 <field name="type"/>
 361                 <field name="start"/>
 362             </tree>
 363         </field>
 364     </record>
 365
 366
 367     <!-- Marketing Workitems -->
 368     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 369         <field name="name">marketing.campaign.workitem.tree</field>
 370         <field name="model">marketing.campaign.workitem</field>
 371         <field name="arch" type="xml">
 372             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 373                 <field name="campaign_id"/>
 374                 <field name="segment_id"/>
 375                 <field name="activity_id"/>
 376                 <field name="object_id" invisible="1"/>
 377                 <field name="res_id" invisible="1"/>
 378                 <field name="res_name"/>
 379                 <field name="partner_id"/>
 380                 <field name="date"/>
 381                 <field name="state"/>
 382                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 383                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 384                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 385             </tree>
 386         </field>
 387     </record>
 388
 389     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 390         <field name="name">marketing.campaign.workitem.form</field>
 391         <field name="model">marketing.campaign.workitem</field>
 392         <field name="arch" type="xml">
 393             <form string="Marketing Campaign Activities">
 394             <header>
 395                 <button string="Process" states="todo" name="process" type="object"/>
 396                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 397                 <button string="Cancel Workitem" states="todo,exception" name="button_cancel" type="object"/>
 398                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 399                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 400             </header>
 401             <sheet>
 402                 <group>
 403                     <group>
 404                         <field name="campaign_id"/>
 405                         <field name="segment_id"/>
 406                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 407                         <field name="date"/>
 408                     </group>
 409                     <group>
 410                         <field name="object_id" readonly="True"/>
 411                         <field name="res_name"/>
 412                         <field name="res_id"/>
 413                         <field name="partner_id"/>
 414                     </group>
 415                 </group>
 416                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 417                     <field name="error_msg" nolabel="1" colspan="2"/>
 418                 </group>
 419             </sheet>
 420             </form>
 421         </field>
 422     </record>
 423
 424     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 425         <field name="name">marketing.campaign.workitem.search</field>
 426         <field name="model">marketing.campaign.workitem</field>
 427         <field name="arch" type="xml">
 428             <search string="Marketing Campaign Activities">
 429                 <field name="res_name" string="Marketing Campaign Activity"/>
 430                 <field name="date"/>
 431                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 432                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 433                 <field name="campaign_id"/>
 434                 <field name="segment_id"/>
 435                 <field name="object_id"/>
 436                 <field name="partner_id"/>
 437                 <field name="res_id"/>
 438                 <group expand="0" string="Group By">
 439                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 440                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 441                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 442                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 443                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 444                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 445                     <filter string="Execution Month" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 446                 </group>
 447             </search>
 448         </field>
 449     </record>
 450
 451     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 452         <field name="name">Campaign Follow-up</field>
 453         <field name="type">ir.actions.act_window</field>
 454         <field name="res_model">marketing.campaign.workitem</field>
 455         <field name="view_type">form</field>
 456         <field name="view_mode">tree,form</field>
 457         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 458         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 459         <field name="context">{'group_by': []}</field>
 460     </record>
 461
 462     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 463
 464     </data>
 465 </openerp>