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