addons/marketing_campaign/marketing_campaign_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <menuitem name="Configuration" id="menu_marketing_configuration" parent="base.marketing_menu" sequence="1"/>
   6
   7     <!--
   8     ======================
   9     Marketing Campaign
  10     ======================
  11     -->
  12     <act_window name="All Segments"
  13         res_model="marketing.campaign.segment"
  14         src_model="marketing.campaign"
  15         view_type="form"
  16         view_mode="tree,form"
  17         id="act_marketing_campaing_segment_opened"
  18         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
  19     />
  20
  21     <!-- Campaign Followups -->
  22     <act_window
  23         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
  24         id="act_marketing_campaing_followup"
  25         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
  26         src_model="marketing.campaign" view_mode="tree,form"
  27         view_type="form" />
  28
  29     <record model="ir.ui.view" id="view_marketing_campaign_form">
  30         <field name="name">marketing.campaign.form</field>
  31         <field name="model">marketing.campaign</field>
  32         <field name="type">form</field>
  33         <field name="arch" type="xml">
  34             <form version="7.0">
  35             <header>
  36                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  37                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  38                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  39                 <button name="state_cancel_set" string="Cancel" states="running"/>
  40                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  41             </header>
  42             <sheet string="Campaign">
  43                 <div class="oe_right oe_button_box" name="button_box">
  44                         <button type="action"
  45                         name="%(act_marketing_campaing_followup)d"
  46                         string="Follow-Up" />
  47                         <button type="action"
  48                         name="%(act_marketing_campaing_segment_opened)d"
  49                         string="Segments" />
  50                 </div>
  51                 <div class="oe_title">
  52                     <label for="name" class="oe_edit_only"/>
  53                     <h1><field name="name" class="oe_inline"/></h1>
  54                 </div>
  55                 <group>
  56                     <group>
  57                         <field name="mode"/>
  58                         <field name="fixed_cost"/>
  59                     </group>
  60                     <group>
  61                         <field name="object_id"/>
  62                         <field name="partner_field_id"/>
  63                         <field name="unique_field_id"/>
  64                     </group>
  65                 </group>
  66                 <separator string="Activities"/>
  67                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}" />
  68             </sheet>
  69             </form>
  70         </field>
  71     </record>
  72
  73     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  74         <field name="name">marketing.campaign.tree</field>
  75         <field name="model">marketing.campaign</field>
  76         <field name="type">tree</field>
  77         <field name="arch" type="xml">
  78             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
  79                 <field name="name"/>
  80                 <field name="object_id"/>
  81                 <field name="mode"/>
  82                 <field name="fixed_cost"/>
  83                 <field name="state"/>
  84             </tree>
  85         </field>
  86     </record>
  87
  88     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
  89         <field name="name">marketing.campaign.diagram</field>
  90         <field name="model">marketing.campaign</field>
  91         <field name="type">diagram</field>
  92         <field name="arch" type="xml">
  93             <diagram string="Campaign Editor">
  94                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
  95                     <field name="name"/>
  96                     <field name="type"/>
  97                     <field name="start" invisible="1"/>
  98                     <field name="condition" widget="char"/>
  99                 </node>
 100                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
 101                     <field name="activity_from_id"/>
 102                     <field name="activity_to_id"/>
 103                     <field name="interval_nbr"/>
 104                     <field name="interval_type"/>
 105                 </arrow>
 106             </diagram>
 107         </field>
 108     </record>
 109
 110     <record id="view_marketing_campaign_search" model="ir.ui.view">
 111         <field name="name">marketing.campaign.search</field>
 112         <field name="model">marketing.campaign</field>
 113         <field name="type">search</field>
 114         <field name="arch" type="xml">
 115             <search string="Campaigns">
 116                 <field name="name" string="Campaign"/>
 117                 <separator orientation="vertical"/>
 118                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 119                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 120                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 121                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 122                 <separator orientation="vertical"/>
 123                 <field name="object_id" string="Resource"/>
 124                 <newline/>
 125                 <group expand="0" string="Group By...">
 126                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 127                     <separator orientation="vertical"/>
 128                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 129                     <separator orientation="vertical"/>
 130                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 131                 </group>
 132             </search>
 133         </field>
 134     </record>
 135
 136     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 137         <field name="name">Campaigns</field>
 138         <field name="type">ir.actions.act_window</field>
 139         <field name="res_model">marketing.campaign</field>
 140         <field name="view_type">form</field>
 141         <field name="view_mode">tree,form,diagram</field>
 142         <field name="view_id" ref="view_marketing_campaign_tree"/>
 143         <field name="context">{'group_by': []}</field>
 144         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 145         <field name="help">A marketing campaign is an event or activity that will help you manage and reach your partners with specific messages. A campaign can have many activities that will be triggered from a specific situation. One action could be sending an email template that has previously been created in the system.</field>
 146     </record>
 147
 148     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 149     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30" />
 150
 151     <!--
 152     ======================
 153     Marketing Segments
 154     ======================
 155     -->
 156
 157     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 158         <field name="name">marketing.campaign.segment.form</field>
 159         <field name="model">marketing.campaign.segment</field>
 160         <field name="type">form</field>
 161         <field name="arch" type="xml">
 162             <form version="7.0">
 163             <header>
 164                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 165                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 166                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 167                 <button name="state_cancel_set" string="Cancel" states="running"/>
 168                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 169             </header>
 170             <sheet string="Segments" >
 171                 <group>
 172                     <group>
 173                         <field name="name"/>
 174                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 175                         <field name="object_id" invisible="1"/>
 176                         <field name="sync_mode" required="True"/>
 177                        <label for="sync_last_date"/>
 178                        <div>
 179                            <field name="sync_last_date" class="oe_inline"/>
 180                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 181                        </div>
 182                        <field name="date_next_sync"/>
 183                     </group>
 184                     <group>
 185                         <field name="ir_filter_id"/>
 186                         <field name="date_run" readonly="1"/>
 187                         <field name="date_done" readonly="1"/>
 188                     </group>
 189                 </group>
 190             </sheet>
 191             </form>
 192         </field>
 193     </record>
 194
 195     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 196         <field name="name">marketing.campaign.segment.tree</field>
 197         <field name="model">marketing.campaign.segment</field>
 198         <field name="type">tree</field>
 199         <field name="arch" type="xml">
 200             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 201                 <field name="name"/>
 202                 <field name="campaign_id"/>
 203                 <field name="date_run"/>
 204                 <field name="sync_last_date"/>
 205                 <field name="state" />
 206             </tree>
 207         </field>
 208     </record>
 209
 210     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 211         <field name="name">marketing.campaign.segment.search</field>
 212         <field name="model">marketing.campaign.segment</field>
 213         <field name="type">search</field>
 214         <field name="arch" type="xml">
 215             <search string="Segments">
 216                 <field name="name" string="Segment"/>
 217                 <separator orientation="vertical"/>
 218                 <field name="date_run"/>
 219                 <separator orientation="vertical"/>
 220                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 221                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 222                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 223                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 224                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 225                 <separator orientation="vertical"/>
 226                 <field name="campaign_id"/>
 227                 <field name="object_id"/>
 228                 <newline/>
 229                 <group expand="0" string="Group By...">
 230                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 231                     <separator orientation="vertical"/>
 232                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 233                     <separator orientation="vertical"/>
 234                     <filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 235                 </group>
 236             </search>
 237         </field>
 238     </record>
 239
 240     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 241         <field name="name">Segments</field>
 242         <field name="type">ir.actions.act_window</field>
 243         <field name="res_model">marketing.campaign.segment</field>
 244         <field name="view_type">form</field>
 245         <field name="view_mode">tree,form</field>
 246         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 247         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 248         <field name="context">{'group_by': []}</field>
 249     </record>
 250
 251     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20" />
 252
 253     <!--
 254     ======================
 255     Marketing Activities
 256     ======================
 257
 258     these views are not intended to be used outside the campaign context.
 259     -->
 260
 261     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 262         <field name="name">marketing.campaign.activity.form</field>
 263         <field name="model">marketing.campaign.activity</field>
 264         <field name="type">form</field>
 265         <field name="arch" type="xml">
 266             <form string="Activities" version="7.0">
 267                 <group>
 268                     <group>
 269                         <field name="name"/>
 270                         <field name="signal" groups="base.group_no_one"/>
 271                         <field name="start"/>
 272                         <field name="object_id" invisible="1"/>
 273                         <field name="campaign_id" invisible="1"/>
 274                     </group>
 275                     <group>
 276                         <field name="variable_cost"/>
 277                         <field name="revenue"/>
 278                     </group>
 279                 </group>
 280                 <group >
 281                     <group>
 282                         <field name="condition" widget="char"/>
 283                         <field name="keep_if_condition_not_met"/>
 284                     </group>
 285                     <group>
 286                         <field name="type"/>
 287                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 288                            context="{'default_model_id':object_id}" />
 289                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
 290                         <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
 291                         <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
 292                     </group>
 293                 </group>
 294                 <separator string="Previous Activities"/>
 295                 <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
 296                     <tree string="Incoming Transitions" editable="bottom">
 297                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 298                         <field name='trigger'/>
 299                         <field name="interval_nbr"/>
 300                         <field name="interval_type"/>
 301                     </tree>
 302                     <form string="Incoming Transitions" version="7.0">
 303                         <group col="4">
 304                             <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 305                             <field name='trigger'/>
 306                             <field name="interval_nbr"/>
 307                             <field name="interval_type"/>
 308                         </group>
 309                     </form>
 310                 </field>
 311                 <separator string="Next Activities"/>
 312                 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
 313                     <tree string="Outgoing Transitions" editable="bottom">
 314                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 315                         <field name='trigger'/>
 316                         <field name="interval_nbr"/>
 317                         <field name="interval_type"/>
 318                     </tree>
 319                     <form string="Outgoing Transitions" version="7.0">
 320                         <group col="4">
 321                             <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 322                             <field name='trigger'/>
 323                             <field name="interval_nbr"/>
 324                             <field name="interval_type"/>
 325                         </group>
 326                     </form>
 327                 </field>
 328             </form>
 329         </field>
 330     </record>
 331
 332     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 333         <field name="name">marketing.campaign.activity.tree</field>
 334         <field name="model">marketing.campaign.activity</field>
 335         <field name="type">tree</field>
 336         <field name="arch" type="xml">
 337             <tree string="Activities">
 338                 <field name="name"/>
 339                 <field name="condition"/>
 340                 <field name="type"/>
 341                 <field name="start"/>
 342             </tree>
 343         </field>
 344     </record>
 345
 346
 347     <!--
 348     ======================
 349     Marketing Workitems
 350     ======================
 351     -->
 352
 353     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 354         <field name="name">marketing.campaign.workitem.tree</field>
 355         <field name="model">marketing.campaign.workitem</field>
 356         <field name="type">tree</field>
 357         <field name="arch" type="xml">
 358             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 359                 <field name="campaign_id"/>
 360                 <field name="segment_id"/>
 361                 <field name="activity_id" />
 362                 <field name="object_id" invisible="1"/>
 363                 <field name="res_id" invisible="1"/>
 364                 <field name="res_name" />
 365                 <field name="partner_id"/>
 366                 <field name="date"/>
 367                 <field name="state"/>
 368                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 369                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 370                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 371             </tree>
 372         </field>
 373     </record>
 374
 375     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 376         <field name="name">marketing.campaign.workitem.form</field>
 377         <field name="model">marketing.campaign.workitem</field>
 378         <field name="type">form</field>
 379         <field name="arch" type="xml">
 380             <form string="Marketing Campaign Activities" version="7.0">
 381             <header>
 382                 <button string="Process" states="todo" name="process" type="object"/>
 383                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 384                 <button string="Cancel" states="todo,exception" name="button_cancel" type="object"/>
 385                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 386                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 387             </header>
 388             <sheet>
 389                 <group>
 390                     <group>
 391                         <field name="campaign_id"/>
 392                         <field name="segment_id"/>
 393                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 394                         <field name="date"/>
 395                     </group>
 396                     <group>
 397                         <field name="object_id" readonly="True"/>
 398                         <field name="res_name"/>
 399                         <field name="res_id"/>
 400                         <field name="partner_id"/>
 401                     </group>
 402                 </group>
 403                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 404                     <field name="error_msg" nolabel="1" colspan="2"/>
 405                 </group>
 406             </sheet>
 407             </form>
 408         </field>
 409     </record>
 410
 411     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 412         <field name="name">marketing.campaign.workitem.search</field>
 413         <field name="model">marketing.campaign.workitem</field>
 414         <field name="type">search</field>
 415         <field name="arch" type="xml">
 416             <search string="Marketing Campaign Activities">
 417                 <group>
 418                     <field name="res_name" string="Marketing Campaign Activity"/>
 419                     <separator orientation="vertical"/>
 420                     <field name="date"/>
 421                     <separator orientation="vertical"/>
 422                     <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 423                     <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 424                     <separator orientation="vertical"/>
 425                     <field name="campaign_id"/>
 426                     <field name="segment_id"/>
 427                     <field name="object_id"/>
 428                     <field name="partner_id"/>
 429                     <field name="res_id"/>
 430                 </group>
 431                 <newline/>
 432                 <group expand="0" string="Group By...">
 433                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 434                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 435                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 436                     <separator orientation="vertical"/>
 437                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 438                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 439                     <separator orientation="vertical"/>
 440                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 441                     <separator orientation="vertical"/>
 442                     <filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 443                 </group>
 444             </search>
 445         </field>
 446     </record>
 447
 448     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 449         <field name="name">Campaign Follow-up</field>
 450         <field name="type">ir.actions.act_window</field>
 451         <field name="res_model">marketing.campaign.workitem</field>
 452         <field name="view_type">form</field>
 453         <field name="view_mode">tree,form</field>
 454         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 455         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 456         <field name="context">{'group_by': []}</field>
 457     </record>
 458
 459     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 460
 461     <act_window name="All Segments"
 462         res_model="marketing.campaign.segment"
 463         src_model="marketing.campaign"
 464         view_type="form"
 465         view_mode="tree,form"
 466         id="act_marketing_campaing_segment_opened"
 467         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 468     />
 469
 470     <!-- Campaign Follow-ups -->
 471     <act_window
 472         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 473         id="act_marketing_campaing_followup"
 474         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
 475         src_model="marketing.campaign" view_mode="tree,form"
 476         view_type="form" />
 477
 478     <!-- Campaign Statistics -->
 479     <act_window
 480         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 481         id="act_marketing_campaing_stat"
 482         name="Campaign Statistics" res_model="campaign.analysis"
 483         src_model="marketing.campaign" view_mode="tree,form"
 484         view_type="form" />
 485
 486     </data>
 487 </openerp>