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
  13     <record model="ir.ui.view" id="view_marketing_campaign_form">
  14         <field name="name">marketing.campaign.form</field>
  15         <field name="model">marketing.campaign</field>
  16         <field name="type">form</field>
  17         <field name="arch" type="xml">
  18             <form string="Campaign">
  19                 <group colspan="4" col="6">
  20                     <group colspan="2" col="2">
  21                         <separator string="Campaign" colspan="2" />
  22                         <field name="name" select="1"/>
  23                         <field name="mode"/>
  24                     </group>
  25                     <group colspan="2" col="2">
  26                         <separator string="Resource" colspan="2" />
  27                         <field name="object_id"/>
  28                         <field name="partner_field_id"/>
  29                         <field name="unique_field_id"/>
  30                     </group>
  31                     <group colspan="2" col="2">
  32                         <separator string="Cost" colspan="2" />
  33                         <field name="fixed_cost"/>
  34                     </group>
  35                 </group>
  36                 <field name="activity_ids" nolabel = "1" colspan="4" context="{'default_object_id': object_id, 'default_campaign_id': active_id}" />
  37                 <separator string="" colspan="4" />
  38                 <group col="10" colspan="4">
  39                     <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  40                     <button name="state_cancel_set" string="Cancel" states="running" icon="terp-gtk-stop"/>
  41                     <button name="state_running_set" string="Run" states="draft" icon="gtk-apply"/>
  42                     <button name="state_draft_set" string="Set to Draft" states="done,cancelled" icon="gtk-convert"/>
  43                     <button name="state_done_set" string="Done" states="running" icon="terp-dialog-close"/>
  44                 </group>
  45               </form>
  46         </field>
  47     </record>
  48
  49     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  50         <field name="name">marketing.campaign.tree</field>
  51         <field name="model">marketing.campaign</field>
  52         <field name="type">tree</field>
  53         <field name="arch" type="xml">
  54             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
  55                 <field name="name" select="1"/>
  56                 <field name="object_id" select="1"/>
  57                 <field name="mode"/>
  58                 <field name="fixed_cost"/>
  59                 <field name="state"/>
  60             </tree>
  61         </field>
  62     </record>
  63
  64     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
  65         <field name="name">marketing.campaign.diagram</field>
  66         <field name="model">marketing.campaign</field>
  67         <field name="type">diagram</field>
  68         <field name="arch" type="xml">
  69             <diagram string="Campaign Editor">
  70                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
  71                     <field name="name"/>
  72                     <field name="type"/>
  73                     <field name="start" invisible="1"/>
  74                     <field name="condition" widget="char"/>
  75                 </node>
  76                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
  77                     <field name="activity_from_id"/>
  78                     <field name="activity_to_id"/>
  79                     <field name="interval_nbr"/>
  80                     <field name="interval_type"/>
  81                 </arrow>
  82             </diagram>
  83         </field>
  84     </record>
  85
  86    <record id="view_marketing_campaign_search" model="ir.ui.view">
  87        <field name="name">marketing.campaign.search</field>
  88        <field name="model">marketing.campaign</field>
  89        <field name="type">search</field>
  90        <field name="arch" type="xml">
  91            <search string="Campaigns">
  92                <filter icon="terp-document-new" string="Draft" name = "draft" domain="[('state','=','draft')]"/>
  93                <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
  94                <separator orientation="vertical"/>
  95                <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name = "test" domain="[('mode','=','test')]"/>
  96                <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
  97                <separator orientation="vertical"/>
  98                <field name="name"/>
  99                <field name="object_id" string="Resource"/>
 100                <newline/>
 101                <group expand="0" string="Group By...">
 102                    <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
 103                    <separator orientation="vertical"/>
 104                    <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}" />
 105                    <separator orientation="vertical"/>
 106                    <filter string="State" name="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
 107                </group>
 108            </search>
 109        </field>
 110    </record>
 111
 112     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 113         <field name="name">Campaigns</field>
 114         <field name="type">ir.actions.act_window</field>
 115         <field name="res_model">marketing.campaign</field>
 116         <field name="view_type">form</field>
 117         <field name="view_mode">tree,form,diagram</field>
 118         <field name="view_id" ref="view_marketing_campaign_tree"/>
 119         <field name="context">{'group_by': []}</field>
 120         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 121         <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>
 122     </record>
 123
 124     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 125     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="10" />
 126
 127     <!--
 128     ======================
 129     Marketing Segments
 130     ======================
 131     -->
 132
 133     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 134         <field name="name">marketing.campaign.segment.form</field>
 135         <field name="model">marketing.campaign.segment</field>
 136         <field name="type">form</field>
 137         <field name="arch" type="xml">
 138             <form string="Segments">
 139                 <group colspan="2" col="2">
 140                     <separator string="Segment" colspan="4"/>
 141                     <field name="name"/>
 142                     <field name="campaign_id" select="1" on_change="onchange_campaign_id(campaign_id)"/>
 143                     <field name="object_id" invisible="1"/>
 144                 </group>
 145                 <group colspan="2" col="2">
 146                     <separator string="Filter" colspan="4"/>
 147                     <field name="ir_filter_id"/>
 148                 </group>
 149                 <newline/>
 150                 <group colspan="2" col="4">
 151                    <separator string="Synchronization" colspan="4"/>
 152                    <field name="sync_mode" required="True" colspan="4"/>
 153                    <field name="sync_last_date" colspan="3"/>
 154                    <button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
 155                    <field name="date_next_sync" colspan="3"/>
 156                 </group>
 157                 <group colspan="2" col="2">
 158                     <separator string="History" colspan="2"/>
 159                     <field name="date_run" readonly="1"/>
 160                     <field name="date_done" readonly="1"/>
 161                 </group>
 162                 <separator string="" colspan="4"/>
 163                 <group col="6" colspan="4">
 164                     <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 165                     <button name="state_cancel_set" string="Cancel" states="running" icon="terp-gtk-stop"/>
 166                     <button name="state_running_set" string="Run" states="draft" icon="gtk-apply"/>
 167                     <button name="state_done_set" string="Close" states="running" icon="terp-dialog-close"/>
 168                     <button name="state_draft_set" string="Set to Draft" states="done,cancelled" icon="gtk-convert"/>
 169                 </group>
 170             </form>
 171         </field>
 172     </record>
 173
 174     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 175         <field name="name">marketing.campaign.segment.tree</field>
 176         <field name="model">marketing.campaign.segment</field>
 177         <field name="type">tree</field>
 178         <field name="arch" type="xml">
 179             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 180                 <field name="name"/>
 181                 <field name="campaign_id"/>
 182                 <field name="date_run"/>
 183                 <field name="sync_last_date"/>
 184                 <button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
 185                 <field name="state" />
 186             </tree>
 187         </field>
 188     </record>
 189
 190    <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 191        <field name="name">marketing.campaign.segment.search</field>
 192        <field name="model">marketing.campaign.segment</field>
 193        <field name="type">search</field>
 194        <field name="arch" type="xml">
 195            <search string="Segments">
 196                <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 197                <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 198                <separator orientation="vertical"/>
 199                <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 200                <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 201                <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 202                <separator orientation="vertical"/>
 203                <field name="name"/>
 204                <field name="campaign_id"/>
 205                <field name="object_id"/>
 206                <field name="date_run"/>
 207                <newline/>
 208                <group expand="0" string="Group By...">
 209                    <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
 210                    <separator orientation="vertical"/>
 211                    <filter string="State" name="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
 212                    <separator orientation="vertical"/>
 213                    <filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}" />
 214                </group>
 215            </search>
 216        </field>
 217    </record>
 218
 219     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 220         <field name="name">Segments</field>
 221         <field name="type">ir.actions.act_window</field>
 222         <field name="res_model">marketing.campaign.segment</field>
 223         <field name="view_type">form</field>
 224         <field name="view_mode">tree,form</field>
 225         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 226         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 227         <field name="context">{'group_by': [], 'search_default_running': 1}</field>
 228     </record>
 229
 230     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20" />
 231
 232     <!--
 233     ======================
 234     Marketing Activities
 235     ======================
 236
 237     these views are not intended to be used outside the campaign context.
 238     -->
 239
 240     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 241         <field name="name">marketing.campaign.activity.form</field>
 242         <field name="model">marketing.campaign.activity</field>
 243         <field name="type">form</field>
 244         <field name="arch" type="xml">
 245             <form string="Activities">
 246                 <group colspan="2" col="2">
 247                     <separator string="Activity" colspan="2"/>
 248                     <field name="name" select="1"/>
 249                     <field name="signal" groups="base.group_extended"/>
 250                     <field name="start"/>
 251                     <field name="object_id" invisible="1"/>
 252                     <field name="campaign_id" invisible="1"/>
 253                 </group>
 254                 <group colspan="2" col="2">
 255                     <separator string="Cost / Revenue" colspan="2"/>
 256                     <field name="variable_cost"/>
 257                     <field name="revenue"/>
 258                 </group>
 259                 <newline/>
 260                 <group colspan="4" col="4">
 261                     <separator string="Condition" colspan="4"/>
 262                     <field name="condition" widget="char" colspan="4"/>
 263                     <field name="keep_if_condition_not_met"/>
 264                 </group>
 265                 <group colspan="4" col="4">
 266                     <separator string="Action" colspan="4"/>
 267                     <field name="type"/>
 268                     <group colspan="2" col="2">
 269                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 270                                context="{'default_model_id':object_id}" />
 271                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"    />
 272                         <group attrs="{ 'invisible':[('type','!=','report')]}">
 273                             <field name="report_id" attrs="{'required':[('type','=','report')]}" context="{'object_id':object_id}"  />
 274                             <field name="report_directory_id" attrs="{'required':[('type','=','report')]}"   />
 275                         </group>
 276                     </group>
 277                 </group>
 278                 <separator string="Transitions" colspan="4"/>
 279                 <field name="from_ids" nolabel="1" mode="tree,form" context="{'default_activity_to_id': active_id}" colspan="2">
 280                     <tree string="Incoming Transitions" editable="bottom">
 281                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 282                         <field name='trigger'/>
 283                         <field name="interval_nbr"/>
 284                         <field name="interval_type"/>
 285                     </tree>
 286                     <form string="Incoming Transitions">
 287                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 288                         <field name='trigger'/>
 289                         <field name="interval_nbr"/>
 290                         <field name="interval_type"/>
 291                     </form>
 292                 </field>
 293                 <field name="to_ids" nolabel="1" mode="tree,form" context="{'default_activity_from_id': active_id}" colspan="2">
 294                     <tree string="Outgoing Transitions" editable="bottom">
 295                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 296                         <field name='trigger'/>
 297                         <field name="interval_nbr"/>
 298                         <field name="interval_type"/>
 299                     </tree>
 300                     <form string="Outgoing Transitions">
 301                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 302                         <field name='trigger'/>
 303                         <field name="interval_nbr"/>
 304                         <field name="interval_type"/>
 305                     </form>
 306                 </field>
 307             </form>
 308         </field>
 309     </record>
 310
 311     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 312         <field name="name">marketing.campaign.activity.tree</field>
 313         <field name="model">marketing.campaign.activity</field>
 314         <field name="type">tree</field>
 315         <field name="arch" type="xml">
 316             <tree string="Activities">
 317                 <field name="name" select="1"/>
 318                 <field name="condition"/>
 319                 <field name="type"/>
 320                 <field name="start"/>
 321             </tree>
 322         </field>
 323     </record>
 324
 325
 326     <!--
 327     ======================
 328     Marketing Workitems
 329     ======================
 330     -->
 331
 332     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 333         <field name="name">marketing.campaign.workitem.tree</field>
 334         <field name="model">marketing.campaign.workitem</field>
 335         <field name="type">tree</field>
 336         <field name="arch" type="xml">
 337             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 338                 <field name="campaign_id"/>
 339                 <field name="segment_id"/>
 340                 <field name="activity_id" />
 341                 <field name="object_id" invisible="1"/>
 342                 <field name="res_id" invisible="1"/>
 343                 <field name="res_name" />
 344                 <field name="partner_id"/>
 345                 <field name="date"/>
 346                 <field name="state"/>
 347                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 348                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 349                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 350             </tree>
 351         </field>
 352     </record>
 353
 354     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 355         <field name="name">marketing.campaign.workitem.form</field>
 356         <field name="model">marketing.campaign.workitem</field>
 357         <field name="type">form</field>
 358         <field name="arch" type="xml">
 359             <form string="Marketing Campaign Activities">
 360                 <group colspan="4" col="6">
 361                     <group colspan="2" col="2">
 362                         <separator string="Campaign Step" colspan="2"/>
 363                         <field name="campaign_id" select="1"/>
 364                         <field name="segment_id" select="1"/>
 365                         <field name="activity_id" context="{'segment_id':segment_id}" select="1"/>
 366                     </group><group colspan="2" col="2">
 367                         <separator string="Related Resource" colspan="2"/>
 368                         <field name="object_id" readonly="True"/>
 369                         <field name="res_name"/>
 370                         <field name="res_id"/>
 371                         <field name="partner_id" select="1"/>
 372                     </group><group colspan="2" col="2">
 373                         <separator string="Date" colspan="2"/>
 374                         <field name="date"/>
 375                         <label string="" colspan="1"/>
 376                         <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 377                     </group>
 378                 </group>
 379                 <group colspan="4" col="4" attrs="{'invisible':[('state','!=','exception')]}">
 380                     <separator string="Error Message" colspan="4"/>
 381                     <field name="error_msg" nolabel="1" colspan="4"/>
 382                 </group>
 383                 <separator string="" colspan="4"/>
 384                 <group colspan="4" col="11">
 385                     <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 386                     <button string="Cancel" states="todo,exception" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 387                     <button string="Reset" states="exception,cancelled" name="button_draft" type="object" icon="gtk-undo"/>
 388                     <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 389                 </group>
 390             </form>
 391         </field>
 392     </record>
 393
 394    <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 395        <field name="name">marketing.campaign.workitem.search</field>
 396        <field name="model">marketing.campaign.workitem</field>
 397        <field name="type">search</field>
 398        <field name="arch" type="xml">
 399            <search string="Marketing Campaign Activities">
 400                <group>
 401                 <filter icon="terp-go-today" string="Today" name="today" domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"/>
 402                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 403                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 404                 <separator orientation="vertical"/>
 405                 <field name="campaign_id"/>
 406                 <field name="segment_id"/>
 407                 <field name="date"/>
 408                 <newline/>
 409                 <field name="object_id"/>
 410                 <field name="res_name"/>
 411                 <field name="res_id"/>
 412                 <field name="partner_id"/>
 413                </group>
 414                <newline/>
 415                <group expand="0" string="Group By...">
 416                    <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
 417                    <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}" />
 418                    <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}" />
 419                    <separator orientation="vertical"/>
 420                    <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
 421                    <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}" />
 422                    <separator orientation="vertical"/>
 423                    <filter string="State" name="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
 424                    <separator orientation="vertical"/>
 425                    <filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}" />
 426                </group>
 427            </search>
 428        </field>
 429    </record>
 430
 431     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 432         <field name="name">Campaign Followup</field>
 433         <field name="type">ir.actions.act_window</field>
 434         <field name="res_model">marketing.campaign.workitem</field>
 435         <field name="view_type">form</field>
 436         <field name="view_mode">tree,form</field>
 437         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 438         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 439         <field name="context">{'group_by': [], 'search_default_todo': 1, 'search_default_today': 1}</field>
 440     </record>
 441
 442     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="30"/>
 443
 444     <act_window name="All Segments"
 445         res_model="marketing.campaign.segment"
 446         src_model="marketing.campaign"
 447         view_type="form"
 448         view_mode="tree,form"
 449         id="act_marketing_campaing_segment_opened"
 450         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 451     />
 452
 453     <!-- Campaign Followups -->
 454     <act_window
 455         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 456         id="act_marketing_campaing_followup"
 457         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
 458         src_model="marketing.campaign" view_mode="tree,form"
 459         view_type="form" />
 460
 461     <!-- Campaign Statistics -->
 462     <act_window
 463         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 464         id="act_marketing_campaing_stat"
 465         name="Campaign Statistics" res_model="campaign.analysis"
 466         src_model="marketing.campaign" view_mode="tree,form"
 467         view_type="form" />
 468
 469     </data>
 470 </openerp>