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