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     <act_window name="All Segments"
   9         res_model="marketing.campaign.segment"
  10         src_model="marketing.campaign"
  11         view_type="form"
  12         view_mode="tree,form"
  13         id="act_marketing_campaing_segment_opened"
  14         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"/>
  15
  16     <!-- Campaign Followups -->
  17     <act_window
  18         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
  19         id="act_marketing_campaing_followup"
  20         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
  21         src_model="marketing.campaign" view_mode="tree,form"
  22         view_type="form"/>
  23
  24     <record model="ir.ui.view" id="view_marketing_campaign_form">
  25         <field name="name">marketing.campaign.form</field>
  26         <field name="model">marketing.campaign</field>
  27         <field name="type">form</field>
  28         <field name="arch" type="xml">
  29             <form version="7.0">
  30             <header>
  31                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  32                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  33                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  34                 <button name="state_cancel_set" string="Cancel" states="running"/>
  35                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  36             </header>
  37             <sheet string="Campaign">
  38                 <div class="oe_right oe_button_box" name="button_box">
  39                         <button type="action"
  40                         name="%(act_marketing_campaing_followup)d"
  41                         string="Follow-Up"/>
  42                         <button type="action"
  43                         name="%(act_marketing_campaing_segment_opened)d"
  44                         string="Segments"/>
  45                 </div>
  46                 <div class="oe_title">
  47                     <label for="name" class="oe_edit_only"/>
  48                     <h1><field name="name" class="oe_inline"/></h1>
  49                 </div>
  50                 <group>
  51                     <group>
  52                         <field name="mode"/>
  53                         <field name="fixed_cost"/>
  54                     </group>
  55                     <group>
  56                         <field name="object_id"/>
  57                         <field name="partner_field_id"/>
  58                         <field name="unique_field_id"/>
  59                     </group>
  60                 </group>
  61                 <separator string="Activities"/>
  62                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
  63             </sheet>
  64             </form>
  65         </field>
  66     </record>
  67
  68     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  69         <field name="name">marketing.campaign.tree</field>
  70         <field name="model">marketing.campaign</field>
  71         <field name="type">tree</field>
  72         <field name="arch" type="xml">
  73             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
  74                 <field name="name"/>
  75                 <field name="object_id"/>
  76                 <field name="mode"/>
  77                 <field name="fixed_cost"/>
  78                 <field name="state"/>
  79             </tree>
  80         </field>
  81     </record>
  82
  83     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
  84         <field name="name">marketing.campaign.diagram</field>
  85         <field name="model">marketing.campaign</field>
  86         <field name="type">diagram</field>
  87         <field name="arch" type="xml">
  88             <diagram string="Campaign Editor">
  89                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
  90                     <field name="name"/>
  91                     <field name="type"/>
  92                     <field name="start" invisible="1"/>
  93                     <field name="condition" widget="char"/>
  94                 </node>
  95                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
  96                     <field name="activity_from_id"/>
  97                     <field name="activity_to_id"/>
  98                     <field name="interval_nbr"/>
  99                     <field name="interval_type"/>
 100                 </arrow>
 101             </diagram>
 102         </field>
 103     </record>
 104
 105     <record id="view_marketing_campaign_search" model="ir.ui.view">
 106         <field name="name">marketing.campaign.search</field>
 107         <field name="model">marketing.campaign</field>
 108         <field name="type">search</field>
 109         <field name="arch" type="xml">
 110             <search string="Campaigns">
 111                 <field name="name" string="Campaign"/>
 112                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 113                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 114                 <separator/>
 115                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 116                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 117                 <field name="object_id" string="Resource"/>
 118                 <group expand="0" string="Group By...">
 119                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 120                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 121                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 122                 </group>
 123             </search>
 124         </field>
 125     </record>
 126
 127     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 128         <field name="name">Campaigns</field>
 129         <field name="type">ir.actions.act_window</field>
 130         <field name="res_model">marketing.campaign</field>
 131         <field name="view_type">form</field>
 132         <field name="view_mode">tree,form,diagram</field>
 133         <field name="view_id" ref="view_marketing_campaign_tree"/>
 134         <field name="context">{'group_by': []}</field>
 135         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 136         <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>
 137     </record>
 138
 139     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 140     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
 141
 142     <!-- Marketing Segments -->
 143     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 144         <field name="name">marketing.campaign.segment.form</field>
 145         <field name="model">marketing.campaign.segment</field>
 146         <field name="type">form</field>
 147         <field name="arch" type="xml">
 148             <form version="7.0">
 149             <header>
 150                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 151                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 152                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 153                 <button name="state_cancel_set" string="Cancel" states="running"/>
 154                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 155             </header>
 156             <sheet string="Segments" >
 157                 <group>
 158                     <group>
 159                         <field name="name"/>
 160                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 161                         <field name="object_id" invisible="1"/>
 162                         <field name="sync_mode" required="True"/>
 163                        <label for="sync_last_date"/>
 164                        <div>
 165                            <field name="sync_last_date" class="oe_inline"/>
 166                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 167                        </div>
 168                        <field name="date_next_sync"/>
 169                     </group>
 170                     <group>
 171                         <field name="ir_filter_id"/>
 172                         <field name="date_run" readonly="1"/>
 173                         <field name="date_done" readonly="1"/>
 174                     </group>
 175                 </group>
 176             </sheet>
 177             </form>
 178         </field>
 179     </record>
 180
 181     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 182         <field name="name">marketing.campaign.segment.tree</field>
 183         <field name="model">marketing.campaign.segment</field>
 184         <field name="type">tree</field>
 185         <field name="arch" type="xml">
 186             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 187                 <field name="name"/>
 188                 <field name="campaign_id"/>
 189                 <field name="date_run"/>
 190                 <field name="sync_last_date"/>
 191                 <field name="state"/>
 192             </tree>
 193         </field>
 194     </record>
 195
 196     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 197         <field name="name">marketing.campaign.segment.search</field>
 198         <field name="model">marketing.campaign.segment</field>
 199         <field name="type">search</field>
 200         <field name="arch" type="xml">
 201             <search string="Segments">
 202                 <field name="name" string="Segment"/>
 203                 <field name="date_run"/>
 204                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 205                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 206                 <separator/>
 207                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 208                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 209                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 210                 <field name="campaign_id"/>
 211                 <field name="object_id"/>
 212                 <group expand="0" string="Group By...">
 213                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 214                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 215                     <filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 216                 </group>
 217             </search>
 218         </field>
 219     </record>
 220
 221     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 222         <field name="name">Segments</field>
 223         <field name="type">ir.actions.act_window</field>
 224         <field name="res_model">marketing.campaign.segment</field>
 225         <field name="view_type">form</field>
 226         <field name="view_mode">tree,form</field>
 227         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 228         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 229         <field name="context">{'group_by': []}</field>
 230     </record>
 231
 232     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
 233
 234     <!--
 235         Marketing Activities
 236         These views are not intended to be used outside the campaign context.
 237     -->
 238     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 239         <field name="name">marketing.campaign.activity.form</field>
 240         <field name="model">marketing.campaign.activity</field>
 241         <field name="type">form</field>
 242         <field name="arch" type="xml">
 243             <form string="Activities" version="7.0">
 244                 <group>
 245                     <group>
 246                         <field name="name"/>
 247                         <field name="signal" groups="base.group_no_one"/>
 248                         <field name="start"/>
 249                         <field name="object_id" invisible="1"/>
 250                         <field name="campaign_id" invisible="1"/>
 251                     </group>
 252                     <group>
 253                         <field name="variable_cost"/>
 254                         <field name="revenue"/>
 255                     </group>
 256                 </group>
 257                 <group >
 258                     <group>
 259                         <field name="condition" widget="char"/>
 260                         <field name="keep_if_condition_not_met"/>
 261                     </group>
 262                     <group>
 263                         <field name="type"/>
 264                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 265                            context="{'default_model_id':object_id}"/>
 266                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
 267                         <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
 268                         <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
 269                     </group>
 270                 </group>
 271                 <separator string="Previous Activities"/>
 272                 <field name="from_ids" mode="tree" 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                 <separator string="Next Activities"/>
 289                 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
 290                     <tree string="Outgoing Transitions" editable="bottom">
 291                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 292                         <field name='trigger'/>
 293                         <field name="interval_nbr"/>
 294                         <field name="interval_type"/>
 295                     </tree>
 296                     <form string="Outgoing Transitions" version="7.0">
 297                         <group col="4">
 298                             <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 299                             <field name='trigger'/>
 300                             <field name="interval_nbr"/>
 301                             <field name="interval_type"/>
 302                         </group>
 303                     </form>
 304                 </field>
 305             </form>
 306         </field>
 307     </record>
 308
 309     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 310         <field name="name">marketing.campaign.activity.tree</field>
 311         <field name="model">marketing.campaign.activity</field>
 312         <field name="type">tree</field>
 313         <field name="arch" type="xml">
 314             <tree string="Activities">
 315                 <field name="name"/>
 316                 <field name="condition"/>
 317                 <field name="type"/>
 318                 <field name="start"/>
 319             </tree>
 320         </field>
 321     </record>
 322
 323
 324     <!-- Marketing Workitems -->
 325     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 326         <field name="name">marketing.campaign.workitem.tree</field>
 327         <field name="model">marketing.campaign.workitem</field>
 328         <field name="type">tree</field>
 329         <field name="arch" type="xml">
 330             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 331                 <field name="campaign_id"/>
 332                 <field name="segment_id"/>
 333                 <field name="activity_id"/>
 334                 <field name="object_id" invisible="1"/>
 335                 <field name="res_id" invisible="1"/>
 336                 <field name="res_name"/>
 337                 <field name="partner_id"/>
 338                 <field name="date"/>
 339                 <field name="state"/>
 340                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 341                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 342                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 343             </tree>
 344         </field>
 345     </record>
 346
 347     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 348         <field name="name">marketing.campaign.workitem.form</field>
 349         <field name="model">marketing.campaign.workitem</field>
 350         <field name="type">form</field>
 351         <field name="arch" type="xml">
 352             <form string="Marketing Campaign Activities" version="7.0">
 353             <header>
 354                 <button string="Process" states="todo" name="process" type="object"/>
 355                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 356                 <button string="Cancel" states="todo,exception" name="button_cancel" type="object"/>
 357                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 358                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 359             </header>
 360             <sheet>
 361                 <group>
 362                     <group>
 363                         <field name="campaign_id"/>
 364                         <field name="segment_id"/>
 365                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 366                         <field name="date"/>
 367                     </group>
 368                     <group>
 369                         <field name="object_id" readonly="True"/>
 370                         <field name="res_name"/>
 371                         <field name="res_id"/>
 372                         <field name="partner_id"/>
 373                     </group>
 374                 </group>
 375                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 376                     <field name="error_msg" nolabel="1" colspan="2"/>
 377                 </group>
 378             </sheet>
 379             </form>
 380         </field>
 381     </record>
 382
 383     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 384         <field name="name">marketing.campaign.workitem.search</field>
 385         <field name="model">marketing.campaign.workitem</field>
 386         <field name="type">search</field>
 387         <field name="arch" type="xml">
 388             <search string="Marketing Campaign Activities">
 389                 <field name="res_name" string="Marketing Campaign Activity"/>
 390                 <field name="date"/>
 391                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 392                 <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 393                 <field name="campaign_id"/>
 394                 <field name="segment_id"/>
 395                 <field name="object_id"/>
 396                 <field name="partner_id"/>
 397                 <field name="res_id"/>
 398                 <group expand="0" string="Group By...">
 399                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 400                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 401                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 402                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 403                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 404                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 405                     <filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 406                 </group>
 407             </search>
 408         </field>
 409     </record>
 410
 411     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 412         <field name="name">Campaign Follow-up</field>
 413         <field name="type">ir.actions.act_window</field>
 414         <field name="res_model">marketing.campaign.workitem</field>
 415         <field name="view_type">form</field>
 416         <field name="view_mode">tree,form</field>
 417         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 418         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 419         <field name="context">{'group_by': []}</field>
 420     </record>
 421
 422     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 423
 424     <act_window name="All Segments"
 425         res_model="marketing.campaign.segment"
 426         src_model="marketing.campaign"
 427         view_type="form"
 428         view_mode="tree,form"
 429         id="act_marketing_campaing_segment_opened"
 430         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"/>
 431
 432     <!-- Campaign Follow-ups -->
 433     <act_window
 434         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 435         id="act_marketing_campaing_followup"
 436         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
 437         src_model="marketing.campaign" view_mode="tree,form"
 438         view_type="form"/>
 439
 440     <!-- Campaign Statistics -->
 441     <act_window
 442         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 443         id="act_marketing_campaing_stat"
 444         name="Campaign Statistics" res_model="campaign.analysis"
 445         src_model="marketing.campaign" view_mode="tree,form"
 446         view_type="form"/>
 447
 448     </data>
 449 </openerp>