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                     </group>
  30                     <group colspan="2" col="2">
  31                         <separator string="Cost" colspan="2" />
  32                         <field name="fixed_cost"/>
  33                     </group>
  34                 </group>
  35                 <field name="activity_ids" nolabel = "1" colspan="4" context="{'default_object_id': object_id, 'default_campaign_id': active_id}" />
  36                 <separator string="" colspan="4" />
  37                 <group col="10" colspan="4">
  38                     <field name="state" readonly="1" />
  39                     <button name="state_cancel_set" string="Cancel" states="running" icon="terp-gtk-stop"/>
  40                     <button name="state_running_set" string="Run" states="draft,done,cancelled" icon="gtk-apply"/>
  41                     <button name="state_draft_set" string="Set to Draft" states="done,cancelled" icon="gtk-convert"/>
  42                     <button name="state_done_set" string="Close" states="running" icon="terp-dialog-close"/>
  43                 </group>
  44               </form>
  45         </field>
  46     </record>
  47
  48     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  49         <field name="name">marketing.campaign.tree</field>
  50         <field name="model">marketing.campaign</field>
  51         <field name="type">tree</field>
  52         <field name="arch" type="xml">
  53             <tree colors="blue:state in ('draft');black:state in ('running');gray:state in ('done','cancelled')" string="Campaigns">
  54                 <field name="name" select="1"/>
  55                 <field name="object_id" select="1"/>
  56                 <field name="mode"/>
  57                 <field name="fixed_cost"/>
  58                 <field name="state"/>
  59             </tree>
  60         </field>
  61     </record>
  62
  63     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
  64         <field name="name">marketing.campaign.diagram</field>
  65         <field name="model">marketing.campaign</field>
  66         <field name="type">diagram</field>
  67         <field name="arch" type="xml">
  68             <diagram string="Campaign Editor">
  69                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
  70                     <field name="name"/>
  71                     <field name="type"/>
  72                     <field name="start" invisible="1"/>
  73                     <field name="condition" widget="char"/>
  74                 </node>
  75                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
  76                     <field name="activity_from_id"/>
  77                     <field name="activity_to_id"/>
  78                     <field name="interval_nbr"/>
  79                     <field name="interval_type"/>
  80                 </arrow>
  81             </diagram>
  82         </field>
  83     </record>
  84
  85    <record id="view_marketing_campaign_search" model="ir.ui.view">
  86        <field name="name">marketing.campaign.search</field>
  87        <field name="model">marketing.campaign</field>
  88        <field name="type">search</field>
  89        <field name="arch" type="xml">
  90            <search string="Campaigns">
  91                <filter icon="terp-document-new" string="Draft" name = "draft" domain="[('state','=','draft')]"/>
  92                <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
  93                <separator orientation="vertical"/>
  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="name" select="1"/>
  98                <field name="object_id" select="1" string="Resource"/>
  99                <newline/>
 100                <group expand="0" string="Group By..." colspan="10" col="12">
 101                    <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
 102                    <separator orientation="vertical"/>
 103                    <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}" />
 104                    <separator orientation="vertical"/>
 105                    <filter string="State" name="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
 106                </group>
 107            </search>
 108        </field>
 109    </record>
 110
 111     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 112         <field name="name">Campaigns</field>
 113         <field name="type">ir.actions.act_window</field>
 114         <field name="res_model">marketing.campaign</field>
 115         <field name="view_type">form</field>
 116         <field name="view_mode">tree,form,diagram</field>
 117         <field name="view_id" ref="view_marketing_campaign_tree"/>
 118         <field name="context">{'group_by': []}</field>
 119         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 120         <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>
 121     </record>
 122
 123     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 124     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="10" />
 125
 126     <!--
 127     ======================
 128     Marketing Segments
 129     ======================
 130     -->
 131
 132     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 133         <field name="name">marketing.campaign.segment.form</field>
 134         <field name="model">marketing.campaign.segment</field>
 135         <field name="type">form</field>
 136         <field name="arch" type="xml">
 137             <form string="Segments">
 138                 <group colspan="2" col="2">
 139                     <separator string="Segment" colspan="4"/>
 140                     <field name="name"/>
 141                     <field name="campaign_id" select="1" on_change="onchange_campaign_id(campaign_id)"/>
 142                     <field name="object_id" invisible="1"/>
 143                 </group>
 144                 <group colspan="2" col="2">
 145                     <separator string="Filter" colspan="4"/>
 146                     <field name="ir_filter_id"/>
 147                 </group>
 148                 <newline/>
 149                 <group colspan="2" col="4">
 150                    <separator string="Synchronization" colspan="4"/>
 151                    <field name="sync_mode" required="True" colspan="4"/>
 152                    <field name="sync_last_date" colspan="3"/>
 153                    <button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
 154                    <field name="date_next_sync" colspan="3"/>
 155                 </group>
 156                 <group colspan="2" col="2">
 157                     <separator string="History" colspan="2"/>
 158                     <field name="date_run" readonly="1"/>
 159                     <field name="date_done" readonly="1"/>
 160                 </group>
 161                 <separator string="" colspan="4"/>
 162                 <group col="6" colspan="4">
 163                     <field name="state" readonly="1"/>
 164                     <button name="state_cancel_set" string="Cancel" states="running" icon="terp-gtk-stop"/>
 165                     <button name="state_running_set" string="Run" states="draft" icon="gtk-apply"/>
 166                     <button name="state_done_set" string="Close" states="running" icon="terp-dialog-close"/>
 167                     <button name="state_draft_set" string="Set to Draft" states="done,cancelled" icon="gtk-convert"/>
 168                 </group>
 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 in ('draft');black:state in ('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                 <button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
 184                 <field name="state" />
 185             </tree>
 186         </field>
 187     </record>
 188
 189    <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 190        <field name="name">marketing.campaign.segment.search</field>
 191        <field name="model">marketing.campaign.segment</field>
 192        <field name="type">search</field>
 193        <field name="arch" type="xml">
 194            <search string="Segments">
 195                <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 196                <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 197                <separator orientation="vertical"/>
 198                <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 199                <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 200                <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 201                <separator orientation="vertical"/>
 202                <field name="name" select="1"/>
 203                <field name="campaign_id" select="1"/>
 204                <field name="object_id" select="1"/>
 205                <field name="date_run" select="1"/>
 206                <newline/>
 207                <group expand="0" string="Group By..." colspan="10" col="12">
 208                    <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
 209                    <separator orientation="vertical"/>
 210                    <filter string="State" name="State" 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': [], 'search_default_running': 1}</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">
 245                 <group colspan='2' col='2'>
 246                     <separator string="Activity" colspan="4"/>
 247                     <field name="name" select="1" colspan='4' />
 248                     <field name="signal" groups="base.group_extended"/>
 249                     <field name="start"/>
 250                     <field name="object_id" invisible="1"/>
 251                     <field name="campaign_id" invisible="1"/>
 252                 </group>
 253                 <group colspan='2' col='2'>
 254                     <separator string="Cost / Revenue" colspan="4"/>
 255                     <field name="variable_cost"/>
 256                     <field name="revenue"/>
 257                 </group>
 258                 <newline/>
 259                 <group colspan='4' col='2'>
 260                     <separator string="Condition" colspan="4"/>
 261                     <field name="condition" widget="char" colspan="2"/>
 262                     <field name="keep_if_condition_not_met"/>
 263                 </group>
 264                 <group colspan='4' col='4'>
 265                     <separator string="Action" colspan="4"/>
 266                     <field name="type"/>
 267                     <group colspan='2' col='1'>
 268                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 269                                context="{'default_object_name':object_id}" />
 270                         <group attrs="{'invisible':[('type','!=','report')]}" >
 271                             <field name="report_id" attrs="{'required':[('type','=','report')]}" context="{'object_id':object_id}"/>
 272                             <field name="report_directory_id" attrs="{'required':[('type','=','report')]}" />
 273                         </group>
 274                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]" />
 275                     </group>
 276                 </group>
 277                 <separator string="Transitions" colspan="4"/>
 278                 <field name="from_ids" nolabel="1" mode="tree,form" context="{'default_activity_to_id': active_id}" colspan="2">
 279                     <tree string="Incoming Transitions" editable="bottom">
 280                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 281                         <field name='trigger'/>
 282                         <field name="interval_nbr"/>
 283                         <field name="interval_type"/>
 284                     </tree>
 285                     <form string="Incoming Transitions">
 286                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 287                         <field name='trigger'/>
 288                         <field name="interval_nbr"/>
 289                         <field name="interval_type"/>
 290                     </form>
 291                 </field>
 292                 <field name="to_ids" nolabel="1" mode="tree,form" context="{'default_activity_from_id': active_id}" colspan="2">
 293                     <tree string="Outgoing Transitions" editable="bottom">
 294                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 295                         <field name='trigger'/>
 296                         <field name="interval_nbr"/>
 297                         <field name="interval_type"/>
 298                     </tree>
 299                     <form string="Outgoing Transitions">
 300                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 301                         <field name='trigger'/>
 302                         <field name="interval_nbr"/>
 303                         <field name="interval_type"/>
 304                     </form>
 305                 </field>
 306             </form>
 307         </field>
 308     </record>
 309
 310     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 311         <field name="name">marketing.campaign.activity.tree</field>
 312         <field name="model">marketing.campaign.activity</field>
 313         <field name="type">tree</field>
 314         <field name="arch" type="xml">
 315             <tree string="Activities">
 316                 <field name="name" select="1"/>
 317                 <field name="condition"/>
 318                 <field name="type"/>
 319                 <field name="start"/>
 320             </tree>
 321         </field>
 322     </record>
 323
 324
 325     <!--
 326     ======================
 327     Marketing Workitems
 328     ======================
 329     -->
 330
 331     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 332         <field name="name">marketing.campaign.workitem.tree</field>
 333         <field name="model">marketing.campaign.workitem</field>
 334         <field name="type">tree</field>
 335         <field name="arch" type="xml">
 336             <tree colors="red:state in ('exception');black:state in ('todo');gray:state in ('cancelled')" string="Marketing Campaign Activities">
 337                 <field name="campaign_id"/>
 338                 <field name="segment_id"/>
 339                 <field name="activity_id" />
 340                 <field name="object_id" invisible="1"/>
 341                 <field name="res_id" invisible="1"/>
 342                 <field name="res_name" />
 343                 <field name="partner_id"/>
 344                 <field name="date"/>
 345                 <field name="state"/>
 346                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 347                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 348                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 349             </tree>
 350         </field>
 351     </record>
 352
 353     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 354         <field name="name">marketing.campaign.workitem.form</field>
 355         <field name="model">marketing.campaign.workitem</field>
 356         <field name="type">form</field>
 357         <field name="arch" type="xml">
 358             <form string="Marketing Campaign Activities">
 359                 <group colspan="4" col="6">
 360                     <group colspan="2" col="2">
 361                         <separator string="Campaign Step" colspan="2"/>
 362                         <field name="campaign_id" select="1"/>
 363                         <field name="segment_id" select="1"/>
 364                         <field name="activity_id" context="{'segment_id':segment_id}" select="1"/>
 365                     </group><group colspan="2" col="2">
 366                         <separator string="Related Resource" colspan="2"/>
 367                         <field name="object_id" readonly="True"/>
 368                         <field name="res_name"/>
 369                         <field name="res_id"/>
 370                         <field name="partner_id" select="1"/>
 371                     </group><group colspan="2" col="2">
 372                         <separator string="Date" colspan="2"/>
 373                         <field name="date"/>
 374                         <label string="" colspan="1"/>
 375                         <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 376                     </group>
 377                 </group>
 378                 <group colspan="4" col="4" attrs="{'invisible':[('state','!=','exception')]}">
 379                     <separator string="Error Message" colspan="4"/>
 380                     <field name="error_msg" nolabel="1" colspan="4"/>
 381                 </group>
 382                 <separator string="" colspan="4"/>
 383                 <group colspan="4" col="11">
 384                     <field name="state" readonly="True"/>
 385                     <button string="Cancel" states="todo,exception" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 386                     <button string="Reset" states="exception,cancelled" name="button_draft" type="object" icon="gtk-undo"/>
 387                     <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 388                 </group>
 389             </form>
 390         </field>
 391     </record>
 392
 393    <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 394        <field name="name">marketing.campaign.workitem.search</field>
 395        <field name="model">marketing.campaign.workitem</field>
 396        <field name="type">search</field>
 397        <field name="arch" type="xml">
 398            <search string="Marketing Campaign Activities">
 399                <group colspan="4" col="10">
 400                 <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'))]"/>
 401                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 402                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 403                 <separator orientation="vertical"/>
 404                 <field name="campaign_id"/>
 405                 <field name="segment_id"/>
 406                 <field name="date"/>
 407                 <newline/>
 408                 <field name="object_id"/>
 409                 <field name="res_name"/>
 410                 <field name="res_id"/>
 411                 <field name="partner_id"/>
 412                </group>
 413                <newline/>
 414                <group expand="0" string="Group By..." colspan="10" col="12">
 415                    <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
 416                    <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}" />
 417                    <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}" />
 418                    <separator orientation="vertical"/>
 419                    <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
 420                    <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}" />
 421                    <separator orientation="vertical"/>
 422                    <filter string="State" name="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
 423                    <separator orientation="vertical"/>
 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 Followup</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': [], 'search_default_todo': 1, 'search_default_today': 1}</field>
 439     </record>
 440
 441     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="30"/>
 442
 443     <act_window name="All Segments"
 444         res_model="marketing.campaign.segment"
 445         src_model="marketing.campaign"
 446         view_type="form"
 447         view_mode="tree,form"
 448         id="act_marketing_campaing_segment_opened"
 449         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 450     />
 451
 452     <!-- Campaign Followups -->
 453     <act_window
 454         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 455         id="act_marketing_campaing_followup"
 456         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
 457         src_model="marketing.campaign" view_mode="tree,form"
 458         view_type="form" />
 459
 460     <!-- Campaign Statistics -->
 461     <act_window
 462         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 463         id="act_marketing_campaing_stat"
 464         name="Campaign Statistics" res_model="campaign.analysis"
 465         src_model="marketing.campaign" view_mode="tree,form"
 466         view_type="form" />
 467
 468     </data>
 469 </openerp>