484 lines
25 KiB
XML
484 lines
25 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<menuitem name="Configuration" id="menu_marketing_configuration" parent="base.marketing_menu" sequence="1"/>
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<!--
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======================
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Marketing Campaign
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======================
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-->
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<record model="ir.ui.view" id="view_marketing_campaign_form">
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<field name="name">marketing.campaign.form</field>
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<field name="model">marketing.campaign</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form layout="manual">
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<div class="oe_form_topbar">
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<button name="state_running_set" string="Run" states="draft"/>
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<button name="state_done_set" string="Done" states="running"/>
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<button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
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<button name="state_cancel_set" string="Cancel" states="running"/>
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<div class="oe_right">
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<field name="state" readonly="1" widget="statusbar" nolabel="1" statusbar_visible="draft,running,done"/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet string="Campaign" layout="auto">
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<group colspan="4" col="6">
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<group colspan="2" col="2">
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<separator string="Campaign" colspan="2" />
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<field name="name" select="1"/>
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<field name="mode"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Resource" colspan="2" />
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<field name="object_id"/>
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<field name="partner_field_id"/>
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<field name="unique_field_id"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Cost" colspan="2" />
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<field name="fixed_cost"/>
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</group>
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</group>
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<field name="activity_ids" nolabel = "1" colspan="4" context="{'default_object_id': object_id, 'default_campaign_id': active_id}" />
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</sheet>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_marketing_campaign_tree">
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<field name="name">marketing.campaign.tree</field>
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<field name="model">marketing.campaign</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
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<field name="name" select="1"/>
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<field name="object_id" select="1"/>
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<field name="mode"/>
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<field name="fixed_cost"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record id="view_marketing_campaign_diagram" model="ir.ui.view">
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<field name="name">marketing.campaign.diagram</field>
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<field name="model">marketing.campaign</field>
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<field name="type">diagram</field>
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<field name="arch" type="xml">
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<diagram string="Campaign Editor">
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<node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
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<field name="name"/>
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<field name="type"/>
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<field name="start" invisible="1"/>
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<field name="condition" widget="char"/>
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</node>
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<arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
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<field name="activity_from_id"/>
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<field name="activity_to_id"/>
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<field name="interval_nbr"/>
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<field name="interval_type"/>
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</arrow>
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</diagram>
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</field>
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</record>
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<record id="view_marketing_campaign_search" model="ir.ui.view">
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<field name="name">marketing.campaign.search</field>
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<field name="model">marketing.campaign</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Campaigns">
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<filter icon="terp-document-new" string="Draft" name = "draft" domain="[('state','=','draft')]"/>
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<filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name = "test" domain="[('mode','=','test')]"/>
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<filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
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<separator orientation="vertical"/>
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<field name="name"/>
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<field name="object_id" string="Resource"/>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
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<separator orientation="vertical"/>
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<filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}" />
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<separator orientation="vertical"/>
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<filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
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</group>
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</search>
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</field>
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</record>
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<record model="ir.actions.act_window" id="action_marketing_campaign_form">
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<field name="name">Campaigns</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">marketing.campaign</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,diagram</field>
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<field name="view_id" ref="view_marketing_campaign_tree"/>
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<field name="context">{'group_by': []}</field>
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<field name="search_view_id" ref="view_marketing_campaign_search"/>
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<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>
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</record>
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<menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
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<menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30" />
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<!--
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======================
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Marketing Segments
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======================
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-->
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<record model="ir.ui.view" id="view_marketing_campaign_segment_form">
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<field name="name">marketing.campaign.segment.form</field>
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<field name="model">marketing.campaign.segment</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form layout="manual">
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<div class="oe_form_topbar">
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<button name="state_running_set" string="Run" states="draft"/>
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<button name="state_done_set" string="Close" states="running"/>
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<button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
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<button name="state_cancel_set" string="Cancel" states="running"/>
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<div class="oe_right">
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<field name="state" readonly="1" nolabel="1" widget="statusbar" statusbar_visible="draft,running,done"/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet string="Segments" layout="auto">
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<group colspan="2" col="2">
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<separator string="Segment" colspan="4"/>
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<field name="name"/>
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<field name="campaign_id" select="1" on_change="onchange_campaign_id(campaign_id)"/>
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<field name="object_id" invisible="1"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Filter" colspan="4"/>
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<field name="ir_filter_id"/>
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</group>
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<newline/>
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<group colspan="2" col="4">
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<separator string="Synchronization" colspan="4"/>
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<field name="sync_mode" required="True" colspan="4"/>
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<field name="sync_last_date" colspan="3"/>
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<button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
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<field name="date_next_sync" colspan="3"/>
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</group>
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<group colspan="2" col="2">
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<separator string="History" colspan="2"/>
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<field name="date_run" readonly="1"/>
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<field name="date_done" readonly="1"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
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<field name="name">marketing.campaign.segment.tree</field>
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<field name="model">marketing.campaign.segment</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
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<field name="name"/>
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<field name="campaign_id"/>
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<field name="date_run"/>
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<field name="sync_last_date"/>
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<button string="Synchronize Manually" states="running" name="synchroniz" icon="terp-project" type="object"/>
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<field name="state" />
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</tree>
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</field>
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</record>
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<record id="view_marketing_campaign_segment_search" model="ir.ui.view">
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<field name="name">marketing.campaign.segment.search</field>
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<field name="model">marketing.campaign.segment</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Segments">
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<filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
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<filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
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<filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
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<filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
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<separator orientation="vertical"/>
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<field name="name"/>
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<field name="campaign_id"/>
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<field name="object_id"/>
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<field name="date_run"/>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
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<separator orientation="vertical"/>
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<filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
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<separator orientation="vertical"/>
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<filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}" />
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</group>
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</search>
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</field>
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</record>
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<record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
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<field name="name">Segments</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">marketing.campaign.segment</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="view_marketing_campaign_segment_tree"/>
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<field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
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<field name="context">{'group_by': []}</field>
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</record>
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<menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20" />
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<!--
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======================
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Marketing Activities
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======================
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these views are not intended to be used outside the campaign context.
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-->
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<record model="ir.ui.view" id="view_marketing_campaign_activity_form">
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<field name="name">marketing.campaign.activity.form</field>
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<field name="model">marketing.campaign.activity</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Activities">
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<group colspan="2" col="2">
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<separator string="Activity" colspan="2"/>
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<field name="name" select="1"/>
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<field name="signal" groups="base.group_no_one"/>
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<field name="start"/>
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<field name="object_id" invisible="1"/>
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<field name="campaign_id" invisible="1"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Cost / Revenue" colspan="2"/>
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<field name="variable_cost"/>
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<field name="revenue"/>
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</group>
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<newline/>
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<group colspan="4" col="4">
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<separator string="Condition" colspan="4"/>
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<field name="condition" widget="char" colspan="4"/>
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<field name="keep_if_condition_not_met"/>
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</group>
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<group colspan="4" col="4">
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<separator string="Action" colspan="4"/>
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<field name="type"/>
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<group colspan="2" col="2">
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<field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
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context="{'default_model_id':object_id}" />
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<field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]" />
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<group attrs="{ 'invisible':[('type','!=','report')]}">
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<field name="report_id" attrs="{'required':[('type','=','report')]}" context="{'object_id':object_id}" />
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<field name="report_directory_id" attrs="{'required':[('type','=','report')]}" />
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</group>
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</group>
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</group>
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<separator string="Transitions" colspan="4"/>
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<field name="from_ids" nolabel="1" mode="tree,form" context="{'default_activity_to_id': active_id}" colspan="2">
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<tree string="Incoming Transitions" editable="bottom">
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<field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
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<field name='trigger'/>
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<field name="interval_nbr"/>
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<field name="interval_type"/>
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</tree>
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<form string="Incoming Transitions">
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<field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
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<field name='trigger'/>
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<field name="interval_nbr"/>
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<field name="interval_type"/>
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</form>
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</field>
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<field name="to_ids" nolabel="1" mode="tree,form" context="{'default_activity_from_id': active_id}" colspan="2">
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<tree string="Outgoing Transitions" editable="bottom">
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<field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
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<field name='trigger'/>
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<field name="interval_nbr"/>
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<field name="interval_type"/>
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</tree>
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<form string="Outgoing Transitions">
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<field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
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<field name='trigger'/>
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<field name="interval_nbr"/>
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<field name="interval_type"/>
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</form>
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</field>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
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<field name="name">marketing.campaign.activity.tree</field>
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<field name="model">marketing.campaign.activity</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Activities">
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<field name="name" select="1"/>
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<field name="condition"/>
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<field name="type"/>
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<field name="start"/>
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</tree>
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</field>
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</record>
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<!--
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======================
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Marketing Workitems
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======================
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-->
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<record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
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<field name="name">marketing.campaign.workitem.tree</field>
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<field name="model">marketing.campaign.workitem</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
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<field name="campaign_id"/>
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<field name="segment_id"/>
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<field name="activity_id" />
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<field name="object_id" invisible="1"/>
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<field name="res_id" invisible="1"/>
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<field name="res_name" />
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<field name="partner_id"/>
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<field name="date"/>
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<field name="state"/>
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<button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
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<button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
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<button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
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<field name="name">marketing.campaign.workitem.form</field>
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<field name="model">marketing.campaign.workitem</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form layout="manual">
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<div class="oe_form_topbar">
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<button string="Process" states="todo" name="process" type="object"/>
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<button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
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<button string="Cancel" states="todo,exception" name="button_cancel" type="object"/>
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<div class="oe_right">
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<field name="state" readonly="True" nolabel="1" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet string="Marketing Campaign Activities" layout="auto">
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<group colspan="4" col="6">
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<group colspan="2" col="2">
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<separator string="Campaign Step" colspan="2"/>
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<field name="campaign_id" select="1"/>
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<field name="segment_id" select="1"/>
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<field name="activity_id" context="{'segment_id':segment_id}" select="1"/>
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</group><group colspan="2" col="2">
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<separator string="Related Resource" colspan="2"/>
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<field name="object_id" readonly="True"/>
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<field name="res_name"/>
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<field name="res_id"/>
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<field name="partner_id" select="1"/>
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</group><group colspan="2" col="2">
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<separator string="Date" colspan="2"/>
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<field name="date"/>
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<label string="" colspan="1"/>
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<button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
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</group>
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</group>
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<group colspan="4" col="4" attrs="{'invisible':[('state','!=','exception')]}">
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<separator string="Error Message" colspan="4"/>
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<field name="error_msg" nolabel="1" colspan="4"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
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<field name="name">marketing.campaign.workitem.search</field>
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<field name="model">marketing.campaign.workitem</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Marketing Campaign Activities">
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<group>
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<filter icon="terp-go-today" string="Today" name="today" domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
|
|
<filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
|
|
<separator orientation="vertical"/>
|
|
<field name="campaign_id"/>
|
|
<field name="segment_id"/>
|
|
<field name="date"/>
|
|
<newline/>
|
|
<field name="object_id"/>
|
|
<field name="res_name"/>
|
|
<field name="res_id"/>
|
|
<field name="partner_id"/>
|
|
</group>
|
|
<newline/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}" />
|
|
<filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}" />
|
|
<filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}" />
|
|
<separator orientation="vertical"/>
|
|
<filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}" />
|
|
<filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}" />
|
|
<separator orientation="vertical"/>
|
|
<filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}" />
|
|
<separator orientation="vertical"/>
|
|
<filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
|
|
<field name="name">Campaign Followup</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">marketing.campaign.workitem</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
|
|
<field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
|
|
<field name="context">{'group_by': []}</field>
|
|
</record>
|
|
|
|
<menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
|
|
|
|
<act_window name="All Segments"
|
|
res_model="marketing.campaign.segment"
|
|
src_model="marketing.campaign"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_marketing_campaing_segment_opened"
|
|
context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
|
|
/>
|
|
|
|
<!-- Campaign Followups -->
|
|
<act_window
|
|
context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
|
|
id="act_marketing_campaing_followup"
|
|
name="Campaign Follow-up" res_model="marketing.campaign.workitem"
|
|
src_model="marketing.campaign" view_mode="tree,form"
|
|
view_type="form" />
|
|
|
|
<!-- Campaign Statistics -->
|
|
<act_window
|
|
context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
|
|
id="act_marketing_campaing_stat"
|
|
name="Campaign Statistics" res_model="campaign.analysis"
|
|
src_model="marketing.campaign" view_mode="tree,form"
|
|
view_type="form" />
|
|
|
|
</data>
|
|
</openerp>
|