~openerp/openobject-addons/trunk

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
<?xml version="1.0"?>
<openerp>
    <data noupdate="1">

        <record id="action_client_marketing_menu" model="ir.actions.client">
            <field name="name">Open Marketing Menu</field>
            <field name="tag">reload</field>
            <field name="params" eval="{'menu_id': ref('base.marketing_menu')}"/>
        </record>

        <record id="base.open_menu" model="ir.actions.todo">
            <field name="action_id" ref="action_client_marketing_menu"/>
            <field name="state">open</field>
        </record>

    </data>
    <data>

    <!-- Marketing Campaign -->
    
    <record id="act_marketing_campaing_segment_opened" model="ir.actions.act_window">
        <field name="res_model">marketing.campaign.segment</field>
        <field name="view_type">form</field>
        <field name="name">Segments</field>
        <field name="view_mode">tree,form</field>
        <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
    </record>
    
    <!-- Campaign Follow-ups -->
        
    <record id="act_marketing_campaing_followup" model="ir.actions.act_window">
        <field name="res_model">marketing.campaign.workitem</field>
        <field name="view_type">form</field>
        <field name="name">Workitems</field>
        <field name="view_mode">tree,form</field>
        <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
    </record>
    
    <!-- Campaign Statistics -->
    
    <record id="act_marketing_campaing_stat" model="ir.actions.act_window" >
        <field name="res_model">campaign.analysis</field>
        <field name="view_type">form</field>
        <field name="name">Campaign Follow-up</field>
        <field name="view_mode">tree,form</field>
        <field name="context">{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}</field>
    </record>

    <!-- Campaign Followups -->

    <record model="ir.ui.view" id="view_marketing_campaign_form">
        <field name="name">marketing.campaign.form</field>
        <field name="model">marketing.campaign</field>
        <field name="arch" type="xml">
            <form string="Marketing Campaign" version="7.0">
            <header>
                <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
                <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
                <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
                <button name="state_cancel_set" string="Cancel Campaign" states="running"/>
                <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
            </header>
            <sheet string="Campaign">
                <div class="oe_right oe_button_box" name="button_box">
                    <button type="action"
                        name="%(act_marketing_campaing_stat)d"
                        class="oe_stat_button"
                        icon="fa-keyboard-o"
                        help="Marketing Campaign Statistics">
                        <div>Campaign<br/>Statistics</div>
                    </button>
                    <button type="action"
                        name="%(act_marketing_campaing_segment_opened)d"
                        class="oe_stat_button"
                        icon="fa-table">
                        <field name="segments_count" widget="statinfo" string="Segments"/>
                    </button>  
                    <button type="action"
                        name="%(act_marketing_campaing_followup)d"
                        class="oe_stat_button"
                        icon="fa-thumbs-up"
                        string="Follow-Up"/>
                </div>
                <div class="oe_title">
                    <label for="name" class="oe_edit_only"/>
                    <h1><field name="name" class="oe_inline"/></h1>
                </div>
                <group>
                    <group>
                        <field name="mode"/>
                        <field name="fixed_cost"/>
                    </group>
                    <group>
                        <field name="object_id"/>
                        <field name="partner_field_id"/>
                        <field name="unique_field_id"/>
                    </group>
                </group>
                <separator string="Activities"/>
                <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
            </sheet>
            </form>
        </field>
    </record>

    <record model="ir.ui.view" id="view_marketing_campaign_tree">
        <field name="name">marketing.campaign.tree</field>
        <field name="model">marketing.campaign</field>
        <field name="arch" type="xml">
            <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
                <field name="name"/>
                <field name="object_id"/>
                <field name="mode"/>
                <field name="fixed_cost"/>
                <field name="state"/>
            </tree>
        </field>
    </record>

    <record id="view_marketing_campaign_diagram" model="ir.ui.view">
        <field name="name">marketing.campaign.diagram</field>
        <field name="model">marketing.campaign</field>
        <field name="arch" type="xml">
            <diagram string="Campaign Editor">
                <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
                    <field name="name"/>
                    <field name="type"/>
                    <field name="start" invisible="1"/>
                    <field name="condition" widget="char"/>
                </node>
                <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
                    <field name="activity_from_id"/>
                    <field name="activity_to_id"/>
                    <field name="interval_nbr"/>
                    <field name="interval_type"/>
                </arrow>
            </diagram>
        </field>
    </record>

    <record id="view_marketing_campaign_search" model="ir.ui.view">
        <field name="name">marketing.campaign.search</field>
        <field name="model">marketing.campaign</field>
        <field name="arch" type="xml">
            <search string="Campaigns">
                <field name="name" string="Campaign"/>
                <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
                <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
                <separator/>
                <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
                <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
                <field name="object_id" string="Resource"/>
                <group expand="0" string="Group By...">
                    <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
                    <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
                    <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
                </group>
            </search>
        </field>
    </record>

    <record model="ir.actions.act_window" id="action_marketing_campaign_form">
        <field name="name">Campaigns</field>
        <field name="type">ir.actions.act_window</field>
        <field name="res_model">marketing.campaign</field>
        <field name="view_type">form</field>
        <field name="view_mode">tree,form,diagram</field>
        <field name="view_id" ref="view_marketing_campaign_tree"/>
        <field name="context">{'group_by': []}</field>
        <field name="search_view_id" ref="view_marketing_campaign_search"/>
        <field name="help" type="html">
          <p class="oe_view_nocontent_create">
            Click to create a marketing campaign.
          </p><p>
            OpenERP's marketing campaign allows you to automate communication
            to your prospects. You can define a segment (set of conditions) on
            your leads and partners to fullfil the campaign.
          </p><p>
            A campaign can have many activities like sending an email, printing
            a letter, assigning to a team, etc. These activities are triggered
            from specific situations; contact form, 10 days after first
            contact, if a lead is not closed yet, etc.
          </p>
        </field>
    </record>

    <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu" groups="marketing.group_marketing_user,marketing.group_marketing_manager"/>
    <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>

    <!-- Marketing Segments -->
    <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
        <field name="name">marketing.campaign.segment.form</field>
        <field name="model">marketing.campaign.segment</field>
        <field name="arch" type="xml">
            <form string="Marketing Campaign Segment" version="7.0">
            <header>
                <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
                <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
                <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
                <button name="state_cancel_set" string="Cancel Segment" states="running"/>
                <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
            </header>
            <sheet string="Segments" >
                <group>
                    <group>
                        <field name="name"/>
                        <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
                        <field name="object_id" invisible="1"/>
                        <field name="sync_mode" required="True"/>
                       <label for="sync_last_date"/>
                       <div>
                           <field name="sync_last_date" class="oe_inline"/>
                           <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
                       </div>
                       <field name="date_next_sync"/>
                    </group>
                    <group>
                        <field name="ir_filter_id"/>
                        <field name="date_run" readonly="1"/>
                        <field name="date_done" readonly="1"/>
                    </group>
                </group>
            </sheet>
            </form>
        </field>
    </record>

    <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
        <field name="name">marketing.campaign.segment.tree</field>
        <field name="model">marketing.campaign.segment</field>
        <field name="arch" type="xml">
            <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
                <field name="name"/>
                <field name="campaign_id"/>
                <field name="date_run"/>
                <field name="sync_last_date"/>
                <field name="state"/>
            </tree>
        </field>
    </record>

    <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
        <field name="name">marketing.campaign.segment.search</field>
        <field name="model">marketing.campaign.segment</field>
        <field name="arch" type="xml">
            <search string="Segments">
                <field name="name" string="Segment"/>
                <field name="date_run"/>
                <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
                <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
                <separator/>
                <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
                <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
                <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
                <field name="campaign_id"/>
                <field name="object_id"/>
                <group expand="0" string="Group By...">
                    <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
                    <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
                    <filter string="Launch Month" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
                </group>
            </search>
        </field>
    </record>

    <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
        <field name="name">Segments</field>
        <field name="type">ir.actions.act_window</field>
        <field name="res_model">marketing.campaign.segment</field>
        <field name="view_type">form</field>
        <field name="view_mode">tree,form</field>
        <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
        <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
        <field name="context">{'group_by': []}</field>
    </record>

    <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>

    <!--
        Marketing Activities
        These views are not intended to be used outside the campaign context.
    -->
    <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
        <field name="name">marketing.campaign.activity.form</field>
        <field name="model">marketing.campaign.activity</field>
        <field name="arch" type="xml">
            <form string="Activities" version="7.0">
                <group>
                    <group>
                        <field name="name"/>
                        <field name="signal" groups="base.group_no_one"/>
                        <field name="start"/>
                        <field name="object_id" invisible="1"/>
                        <field name="campaign_id" invisible="1" required="0"/>
                    </group>
                    <group>
                        <field name="variable_cost"/>
                        <field name="revenue"/>
                    </group>
                </group>
                <group >
                    <group>
                        <field name="condition" widget="char"/>
                        <field name="keep_if_condition_not_met"/>
                    </group>
                    <group>
                        <field name="type"/>
                        <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
                           context="{'default_model_id':object_id}"/>
                        <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
                        <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
                        <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
                    </group>
                </group>
                <separator string="Previous Activities"/>
                <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
                    <tree string="Incoming Transitions" editable="bottom">
                        <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
                        <field name='trigger'/>
                        <field name="interval_nbr"/>
                        <field name="interval_type"/>
                    </tree>
                    <form string="Incoming Transitions" version="7.0">
                        <group col="4">
                            <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
                            <field name='trigger'/>
                            <field name="interval_nbr"/>
                            <field name="interval_type"/>
                        </group>
                    </form>
                </field>
                <separator string="Next Activities"/>
                <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
                    <tree string="Outgoing Transitions" editable="bottom">
                        <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
                        <field name='trigger'/>
                        <field name="interval_nbr"/>
                        <field name="interval_type"/>
                    </tree>
                    <form string="Outgoing Transitions" version="7.0">
                        <group col="4">
                            <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
                            <field name='trigger'/>
                            <field name="interval_nbr"/>
                            <field name="interval_type"/>
                        </group>
                    </form>
                </field>
            </form>
        </field>
    </record>

    <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
        <field name="name">marketing.campaign.activity.tree</field>
        <field name="model">marketing.campaign.activity</field>
        <field name="arch" type="xml">
            <tree string="Activities">
                <field name="name"/>
                <field name="condition"/>
                <field name="type"/>
                <field name="start"/>
            </tree>
        </field>
    </record>


    <!-- Marketing Workitems -->
    <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
        <field name="name">marketing.campaign.workitem.tree</field>
        <field name="model">marketing.campaign.workitem</field>
        <field name="arch" type="xml">
            <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
                <field name="campaign_id"/>
                <field name="segment_id"/>
                <field name="activity_id"/>
                <field name="object_id" invisible="1"/>
                <field name="res_id" invisible="1"/>
                <field name="res_name"/>
                <field name="partner_id"/>
                <field name="date"/>
                <field name="state"/>
                <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
                <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
                <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
            </tree>
        </field>
    </record>

    <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
        <field name="name">marketing.campaign.workitem.form</field>
        <field name="model">marketing.campaign.workitem</field>
        <field name="arch" type="xml">
            <form string="Marketing Campaign Activities" version="7.0">
            <header>
                <button string="Process" states="todo" name="process" type="object"/>
                <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
                <button string="Cancel Workitem" states="todo,exception" name="button_cancel" type="object"/>
                <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
                <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
            </header>
            <sheet>
                <group>
                    <group>
                        <field name="campaign_id"/>
                        <field name="segment_id"/>
                        <field name="activity_id" context="{'segment_id':segment_id}"/>
                        <field name="date"/>
                    </group>
                    <group>
                        <field name="object_id" readonly="True"/>
                        <field name="res_name"/>
                        <field name="res_id"/>
                        <field name="partner_id"/>
                    </group>
                </group>
                <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
                    <field name="error_msg" nolabel="1" colspan="2"/>
                </group>
            </sheet>
            </form>
        </field>
    </record>

    <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
        <field name="name">marketing.campaign.workitem.search</field>
        <field name="model">marketing.campaign.workitem</field>
        <field name="arch" type="xml">
            <search string="Marketing Campaign Activities">
                <field name="res_name" string="Marketing Campaign Activity"/>
                <field name="date"/>
                <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')]"/>
                <field name="campaign_id"/>
                <field name="segment_id"/>
                <field name="object_id"/>
                <field name="partner_id"/>
                <field name="res_id"/>
                <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'}"/>
                    <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'}"/>
                    <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
                    <filter string="Execution Month" 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 Follow-up</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"/>

    </data>
</openerp>