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     <!-- Marketing Campaign -->
   8
   9     <record id="act_marketing_campaing_segment_opened" model="ir.actions.act_window">
  10         <field name="res_model">marketing.campaign.segment</field>
  11         <field name="view_type">form</field>
  12         <field name="name">Segments</field>
  13         <field name="view_mode">tree,form</field>
  14         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  15     </record>
  16
  17     <!-- Campaign Follow-ups -->
  18
  19     <record id="act_marketing_campaing_followup" model="ir.actions.act_window">
  20         <field name="res_model">marketing.campaign.workitem</field>
  21         <field name="view_type">form</field>
  22         <field name="name">Workitems</field>
  23         <field name="view_mode">tree,form</field>
  24         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  25     </record>
  26
  27     <!-- Campaign Statistics -->
  28
  29     <record id="act_marketing_campaing_stat" model="ir.actions.act_window" >
  30         <field name="res_model">campaign.analysis</field>
  31         <field name="view_type">form</field>
  32         <field name="name">Campaign Follow-up</field>
  33         <field name="view_mode">tree,form</field>
  34         <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
  35     </record>
  36
  37     <!-- Campaign Followups -->
  38
  39     <record model="ir.ui.view" id="view_marketing_campaign_form">
  40         <field name="name">marketing.campaign.form</field>
  41         <field name="model">marketing.campaign</field>
  42         <field name="arch" type="xml">
  43             <form string="Marketing Campaign" version="7.0">
  44             <header>
  45                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  46                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  47                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  48                 <button name="state_cancel_set" string="Cancel" states="running"/>
  49                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  50             </header>
  51             <sheet string="Campaign">
  52                 <div class="oe_right oe_button_box" name="button_box">
  53                     <button type="action"
  54                         name="%(act_marketing_campaing_stat)d"
  55                         string="Campaign Statistics"/>
  56                     <button type="action"
  57                         name="%(act_marketing_campaing_segment_opened)d"
  58                         string="Segments"/>
  59                     <button type="action"
  60                         name="%(act_marketing_campaing_followup)d"
  61                         string="Follow-Up"/>
  62                 </div>
  63                 <div class="oe_title">
  64                     <label for="name" class="oe_edit_only"/>
  65                     <h1><field name="name" class="oe_inline"/></h1>
  66                 </div>
  67                 <group>
  68                     <group>
  69                         <field name="mode"/>
  70                         <field name="fixed_cost"/>
  71                     </group>
  72                     <group>
  73                         <field name="object_id"/>
  74                         <field name="partner_field_id"/>
  75                         <field name="unique_field_id"/>
  76                     </group>
  77                 </group>
  78                 <separator string="Activities"/>
  79                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
  80             </sheet>
  81             </form>
  82         </field>
  83     </record>
  84
  85     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  86         <field name="name">marketing.campaign.tree</field>
  87         <field name="model">marketing.campaign</field>
  88         <field name="arch" type="xml">
  89             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
  90                 <field name="name"/>
  91                 <field name="object_id"/>
  92                 <field name="mode"/>
  93                 <field name="fixed_cost"/>
  94                 <field name="state"/>
  95             </tree>
  96         </field>
  97     </record>
  98
  99     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
 100         <field name="name">marketing.campaign.diagram</field>
 101         <field name="model">marketing.campaign</field>
 102         <field name="arch" type="xml">
 103             <diagram string="Campaign Editor">
 104                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
 105                     <field name="name"/>
 106                     <field name="type"/>
 107                     <field name="start" invisible="1"/>
 108                     <field name="condition" widget="char"/>
 109                 </node>
 110                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
 111                     <field name="activity_from_id"/>
 112                     <field name="activity_to_id"/>
 113                     <field name="interval_nbr"/>
 114                     <field name="interval_type"/>
 115                 </arrow>
 116             </diagram>
 117         </field>
 118     </record>
 119
 120     <record id="view_marketing_campaign_search" model="ir.ui.view">
 121         <field name="name">marketing.campaign.search</field>
 122         <field name="model">marketing.campaign</field>
 123         <field name="arch" type="xml">
 124             <search string="Campaigns">
 125                 <field name="name" string="Campaign"/>
 126                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 127                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 128                 <separator/>
 129                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 130                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 131                 <field name="object_id" string="Resource"/>
 132                 <group expand="0" string="Group By...">
 133                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 134                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 135                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 136                 </group>
 137             </search>
 138         </field>
 139     </record>
 140
 141     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 142         <field name="name">Campaigns</field>
 143         <field name="type">ir.actions.act_window</field>
 144         <field name="res_model">marketing.campaign</field>
 145         <field name="view_type">form</field>
 146         <field name="view_mode">tree,form,diagram</field>
 147         <field name="view_id" ref="view_marketing_campaign_tree"/>
 148         <field name="context">{'group_by': []}</field>
 149         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 150         <field name="help" type="html">
 151           <p class="oe_view_nocontent_create">
 152             Click to create a marketing campaign.
 153           </p><p>
 154             OpenERP's marketing campaign allows you to automate communication
 155             to your prospects. You can define a segment (set of conditions) on
 156             your leads and partners to fullfil the campaign.
 157           </p><p>
 158             A campaign can have many activities like sending an email, printing
 159             a letter, assigning to a team, etc. These activities are triggered
 160             from specific situations; contact form, 10 days after first
 161             contact, if a lead is not closed yet, etc.
 162           </p>
 163         </field>
 164     </record>
 165
 166     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 167     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
 168
 169     <!-- Marketing Segments -->
 170     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 171         <field name="name">marketing.campaign.segment.form</field>
 172         <field name="model">marketing.campaign.segment</field>
 173         <field name="arch" type="xml">
 174             <form string="Marketing Campaign Segment" version="7.0">
 175             <header>
 176                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 177                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 178                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 179                 <button name="state_cancel_set" string="Cancel" states="running"/>
 180                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 181             </header>
 182             <sheet string="Segments" >
 183                 <group>
 184                     <group>
 185                         <field name="name"/>
 186                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 187                         <field name="object_id" invisible="1"/>
 188                         <field name="sync_mode" required="True"/>
 189                        <label for="sync_last_date"/>
 190                        <div>
 191                            <field name="sync_last_date" class="oe_inline"/>
 192                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 193                        </div>
 194                        <field name="date_next_sync"/>
 195                     </group>
 196                     <group>
 197                         <field name="ir_filter_id"/>
 198                         <field name="date_run" readonly="1"/>
 199                         <field name="date_done" readonly="1"/>
 200                     </group>
 201                 </group>
 202             </sheet>
 203             </form>
 204         </field>
 205     </record>
 206
 207     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 208         <field name="name">marketing.campaign.segment.tree</field>
 209         <field name="model">marketing.campaign.segment</field>
 210         <field name="arch" type="xml">
 211             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 212                 <field name="name"/>
 213                 <field name="campaign_id"/>
 214                 <field name="date_run"/>
 215                 <field name="sync_last_date"/>
 216                 <field name="state"/>
 217             </tree>
 218         </field>
 219     </record>
 220
 221     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 222         <field name="name">marketing.campaign.segment.search</field>
 223         <field name="model">marketing.campaign.segment</field>
 224         <field name="arch" type="xml">
 225             <search string="Segments">
 226                 <field name="name" string="Segment"/>
 227                 <field name="date_run"/>
 228                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 229                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 230                 <separator/>
 231                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 232                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 233                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 234                 <field name="campaign_id"/>
 235                 <field name="object_id"/>
 236                 <group expand="0" string="Group By...">
 237                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 238                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 239                     <filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 240                 </group>
 241             </search>
 242         </field>
 243     </record>
 244
 245     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 246         <field name="name">Segments</field>
 247         <field name="type">ir.actions.act_window</field>
 248         <field name="res_model">marketing.campaign.segment</field>
 249         <field name="view_type">form</field>
 250         <field name="view_mode">tree,form</field>
 251         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 252         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 253         <field name="context">{'group_by': []}</field>
 254     </record>
 255
 256     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
 257
 258     <!--
 259         Marketing Activities
 260         These views are not intended to be used outside the campaign context.
 261     -->
 262     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 263         <field name="name">marketing.campaign.activity.form</field>
 264         <field name="model">marketing.campaign.activity</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" required="0"/>
 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="arch" type="xml">
 336             <tree string="Activities">
 337                 <field name="name"/>
 338                 <field name="condition"/>
 339                 <field name="type"/>
 340                 <field name="start"/>
 341             </tree>
 342         </field>
 343     </record>
 344
 345
 346     <!-- Marketing Workitems -->
 347     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 348         <field name="name">marketing.campaign.workitem.tree</field>
 349         <field name="model">marketing.campaign.workitem</field>
 350         <field name="arch" type="xml">
 351             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 352                 <field name="campaign_id"/>
 353                 <field name="segment_id"/>
 354                 <field name="activity_id"/>
 355                 <field name="object_id" invisible="1"/>
 356                 <field name="res_id" invisible="1"/>
 357                 <field name="res_name"/>
 358                 <field name="partner_id"/>
 359                 <field name="date"/>
 360                 <field name="state"/>
 361                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 362                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 363                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 364             </tree>
 365         </field>
 366     </record>
 367
 368     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 369         <field name="name">marketing.campaign.workitem.form</field>
 370         <field name="model">marketing.campaign.workitem</field>
 371         <field name="arch" type="xml">
 372             <form string="Marketing Campaign Activities" version="7.0">
 373             <header>
 374                 <button string="Process" states="todo" name="process" type="object"/>
 375                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 376                 <button string="Cancel" states="todo,exception" name="button_cancel" type="object"/>
 377                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 378                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 379             </header>
 380             <sheet>
 381                 <group>
 382                     <group>
 383                         <field name="campaign_id"/>
 384                         <field name="segment_id"/>
 385                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 386                         <field name="date"/>
 387                     </group>
 388                     <group>
 389                         <field name="object_id" readonly="True"/>
 390                         <field name="res_name"/>
 391                         <field name="res_id"/>
 392                         <field name="partner_id"/>
 393                     </group>
 394                 </group>
 395                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 396                     <field name="error_msg" nolabel="1" colspan="2"/>
 397                 </group>
 398             </sheet>
 399             </form>
 400         </field>
 401     </record>
 402
 403     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 404         <field name="name">marketing.campaign.workitem.search</field>
 405         <field name="model">marketing.campaign.workitem</field>
 406         <field name="arch" type="xml">
 407             <search string="Marketing Campaign Activities">
 408                 <field name="res_name" string="Marketing Campaign Activity"/>
 409                 <field name="date"/>
 410                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 411                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 412                 <field name="campaign_id"/>
 413                 <field name="segment_id"/>
 414                 <field name="object_id"/>
 415                 <field name="partner_id"/>
 416                 <field name="res_id"/>
 417                 <group expand="0" string="Group By...">
 418                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 419                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 420                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 421                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 422                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 423                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 424                     <filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 425                 </group>
 426             </search>
 427         </field>
 428     </record>
 429
 430     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 431         <field name="name">Campaign Follow-up</field>
 432         <field name="type">ir.actions.act_window</field>
 433         <field name="res_model">marketing.campaign.workitem</field>
 434         <field name="view_type">form</field>
 435         <field name="view_mode">tree,form</field>
 436         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 437         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 438         <field name="context">{'group_by': []}</field>
 439     </record>
 440
 441     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 442
 443     </data>
 444 </openerp>