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')}"/>
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>
19 <!-- Marketing Campaign -->
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>
29 <!-- Campaign Follow-ups -->
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>
39 <!-- Campaign Statistics -->
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>
49 <!-- Campaign Followups -->
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">
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"/>
63 <sheet string="Campaign">
64 <div class="oe_right oe_button_box" name="button_box">
66 name="%(act_marketing_campaing_stat)d"
67 class="oe_stat_button"
69 help="Marketing Campaign Statistics">
70 <div>Campaign<br/>Statistics</div>
73 name="%(act_marketing_campaing_segment_opened)d"
74 class="oe_stat_button"
76 <field name="segments_count" widget="statinfo" string="Segments"/>
79 name="%(act_marketing_campaing_followup)d"
80 class="oe_stat_button"
84 <div class="oe_title">
85 <label for="name" class="oe_edit_only"/>
86 <h1><field name="name" class="oe_inline"/></h1>
91 <field name="fixed_cost"/>
94 <field name="object_id"/>
95 <field name="partner_field_id"/>
96 <field name="unique_field_id"/>
99 <separator string="Activities"/>
100 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
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">
112 <field name="object_id"/>
114 <field name="fixed_cost"/>
115 <field name="state"/>
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">
128 <field name="start" invisible="1"/>
129 <field name="condition" widget="char"/>
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"/>
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')]"/>
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'}"/>
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.
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.
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.
187 <menuitem name="Lead Automation" id="menu_marketing_campaign" parent="base.marketing_menu" groups="marketing.group_marketing_user,marketing.group_marketing_manager"
189 <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
191 <!-- Marketing Segments -->
192 <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
193 <field name="name">marketing.campaign.segment.form</field>
194 <field name="model">marketing.campaign.segment</field>
195 <field name="arch" type="xml">
196 <form string="Marketing Campaign Segment">
198 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
199 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
200 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
201 <button name="state_cancel_set" string="Cancel Segment" states="running"/>
202 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
204 <sheet string="Segments" >
208 <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
209 <field name="object_id" invisible="1"/>
210 <field name="sync_mode" required="True"/>
211 <label for="sync_last_date"/>
213 <field name="sync_last_date" class="oe_inline"/>
214 <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
216 <field name="date_next_sync"/>
219 <field name="ir_filter_id"/>
220 <field name="date_run" readonly="1"/>
221 <field name="date_done" readonly="1"/>
229 <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
230 <field name="name">marketing.campaign.segment.tree</field>
231 <field name="model">marketing.campaign.segment</field>
232 <field name="arch" type="xml">
233 <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
235 <field name="campaign_id"/>
236 <field name="date_run"/>
237 <field name="sync_last_date"/>
238 <field name="state"/>
243 <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
244 <field name="name">marketing.campaign.segment.search</field>
245 <field name="model">marketing.campaign.segment</field>
246 <field name="arch" type="xml">
247 <search string="Segments">
248 <field name="name" string="Segment"/>
249 <field name="date_run"/>
250 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
251 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
253 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
254 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
255 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
256 <field name="campaign_id"/>
257 <field name="object_id"/>
258 <group expand="0" string="Group By">
259 <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
260 <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
261 <filter string="Launch Month" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
267 <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
268 <field name="name">Segments</field>
269 <field name="type">ir.actions.act_window</field>
270 <field name="res_model">marketing.campaign.segment</field>
271 <field name="view_type">form</field>
272 <field name="view_mode">tree,form</field>
273 <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
274 <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
275 <field name="context">{'group_by': []}</field>
278 <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
282 These views are not intended to be used outside the campaign context.
284 <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
285 <field name="name">marketing.campaign.activity.form</field>
286 <field name="model">marketing.campaign.activity</field>
287 <field name="arch" type="xml">
288 <form string="Activities">
292 <field name="signal" groups="base.group_no_one"/>
293 <field name="start"/>
294 <field name="object_id" invisible="1"/>
295 <field name="campaign_id" invisible="1" required="0"/>
298 <field name="variable_cost"/>
299 <field name="revenue"/>
304 <field name="condition" widget="char"/>
305 <field name="keep_if_condition_not_met"/>
309 <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
310 context="{'default_model_id':object_id}"/>
311 <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
312 <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
313 <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
316 <separator string="Previous Activities"/>
317 <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
318 <tree string="Incoming Transitions" editable="bottom">
319 <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
320 <field name='trigger'/>
321 <field name="interval_nbr"/>
322 <field name="interval_type"/>
324 <form string="Incoming Transitions">
326 <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
327 <field name='trigger'/>
328 <field name="interval_nbr"/>
329 <field name="interval_type"/>
333 <separator string="Next Activities"/>
334 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
335 <tree string="Outgoing Transitions" editable="bottom">
336 <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
337 <field name='trigger'/>
338 <field name="interval_nbr"/>
339 <field name="interval_type"/>
341 <form string="Outgoing Transitions">
343 <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
344 <field name='trigger'/>
345 <field name="interval_nbr"/>
346 <field name="interval_type"/>
354 <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
355 <field name="name">marketing.campaign.activity.tree</field>
356 <field name="model">marketing.campaign.activity</field>
357 <field name="arch" type="xml">
358 <tree string="Activities">
360 <field name="condition"/>
362 <field name="start"/>
368 <!-- Marketing Workitems -->
369 <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
370 <field name="name">marketing.campaign.workitem.tree</field>
371 <field name="model">marketing.campaign.workitem</field>
372 <field name="arch" type="xml">
373 <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
374 <field name="campaign_id"/>
375 <field name="segment_id"/>
376 <field name="activity_id"/>
377 <field name="object_id" invisible="1"/>
378 <field name="res_id" invisible="1"/>
379 <field name="res_name"/>
380 <field name="partner_id"/>
382 <field name="state"/>
383 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
384 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
385 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
390 <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
391 <field name="name">marketing.campaign.workitem.form</field>
392 <field name="model">marketing.campaign.workitem</field>
393 <field name="arch" type="xml">
394 <form string="Marketing Campaign Activities">
396 <button string="Process" states="todo" name="process" type="object"/>
397 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
398 <button string="Cancel Workitem" states="todo,exception" name="button_cancel" type="object"/>
399 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
400 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
405 <field name="campaign_id"/>
406 <field name="segment_id"/>
407 <field name="activity_id" context="{'segment_id':segment_id}"/>
411 <field name="object_id" readonly="True"/>
412 <field name="res_name"/>
413 <field name="res_id"/>
414 <field name="partner_id"/>
417 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
418 <field name="error_msg" nolabel="1" colspan="2"/>
425 <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
426 <field name="name">marketing.campaign.workitem.search</field>
427 <field name="model">marketing.campaign.workitem</field>
428 <field name="arch" type="xml">
429 <search string="Marketing Campaign Activities">
430 <field name="res_name" string="Marketing Campaign Activity"/>
432 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
433 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
434 <field name="campaign_id"/>
435 <field name="segment_id"/>
436 <field name="object_id"/>
437 <field name="partner_id"/>
438 <field name="res_id"/>
439 <group expand="0" string="Group By">
440 <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
441 <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
442 <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
443 <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
444 <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
445 <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
446 <filter string="Execution Month" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
452 <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
453 <field name="name">Follow-up</field>
454 <field name="type">ir.actions.act_window</field>
455 <field name="res_model">marketing.campaign.workitem</field>
456 <field name="view_type">form</field>
457 <field name="view_mode">tree,form</field>
458 <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
459 <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
460 <field name="context">{'group_by': []}</field>
463 <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>