odoo/addons/marketing_campaign/views/marketing_campaign_views.xml

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- 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">
<header>
<button name="state_running_set" type="object" string="Run" states="draft" class="oe_highlight"/>
<button name="state_done_set" type="object" string="Done" states="running" class="oe_highlight"/>
<button name="state_draft_set" type="object" string="Set to Draft" states="done,cancelled"/>
<button name="state_cancel_set" type="object" string="Cancel Campaign" states="running"/>
<field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
</header>
<sheet string="Campaign">
<div class="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 class="o_form_field o_stat_info">
<span class="o_stat_text">Campaign</span>
<span class="o_stat_text">Statistics</span>
</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" placeholder="Marketing Campaign"/></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 decoration-info="state == 'draft'" decoration-muted="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:action_type=='subcampaign'" bgcolor="gray:start==True">
<field name="name"/>
<field name="action_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 string="Draft" name="draft" domain="[('state','=','draft')]"/>
<filter string="Running" domain="[('state','=','running')]"/>
<separator/>
<filter string="Test Mode" name="test" domain="[('mode','=','test')]"/>
<filter string="Manual Mode" domain="[('mode','=','manual')]"/>
<field name="object_id" string="Resource"/>
<group expand="0" string="Group By">
<filter string="Resource" name="Object" context="{'group_by':'object_id'}"/>
<filter string="Mode" name="Mode" context="{'group_by':'mode'}"/>
<filter string="Status" name="Status" 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>
Odoo'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 fulfill 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="Lead Automation" id="menu_marketing_campaign_root" groups="marketing_campaign.group_lead_automation_user,marketing_campaign.group_lead_automation_manager" web_icon="marketing_campaign,static/description/icon.png"
sequence="10"/>
<menuitem id="menu_marketing_campaign_campaigns" sequence="1" name="Campaigns" parent="menu_marketing_campaign_root" web_icon="marketing_campaign,static/description/icon.png"/>
<menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign_campaigns" action="action_marketing_campaign_form" sequence="1"/>
<menuitem name="Reports" id="report_marketing_campaign" parent="menu_marketing_campaign_root"
sequence="99"/>
<!-- 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">
<header>
<button name="state_running_set" type="object" string="Run" states="draft" class="oe_highlight"/>
<button name="state_done_set" type="object" string="Close" states="running" class="oe_highlight"/>
<button name="state_draft_set" type="object" string="Set to Draft" states="done,cancelled"/>
<button name="state_cancel_set" type="object" 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"/>
<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="process_segment" 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 decoration-info="state == 'draft'" decoration-muted="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 string="Running" name="running" domain="[('state','=','running')]"/>
<filter string="Draft" domain="[('state','=','draft')]"/>
<separator/>
<filter string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
<filter string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
<filter 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" context="{'group_by':'campaign_id'}"/>
<filter string="Status" name="Status" context="{'group_by':'state'}"/>
<filter string="Launch Month" name="Launch Date" 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_campaigns" action="action_marketing_campaign_segment_form" sequence="2"/>
<!--
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">
<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" widget="monetary"/>
</group>
</group>
<group >
<group>
<field name="condition" widget="char"/>
<field name="keep_if_condition_not_met"/>
</group>
<group>
<field name="action_type"/>
<field name="email_template_id" attrs="{'required':[('action_type','=','email')], 'invisible':[('action_type','!=','email')]}"
context="{'default_model_id':object_id}"/>
<field name="server_action_id" attrs="{'required':[('action_type','=','action')],'invisible':[('action_type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
<field name="report_id" attrs="{'required':[('action_type','=','report')],'invisible':[('action_type','!=','report')]}" context="{'object_id':object_id}"/>
</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)]" options="{'no_create': True}" />
<field name='trigger'/>
<field name="interval_nbr"/>
<field name="interval_type"/>
</tree>
<form string="Incoming Transitions">
<group col="4">
<field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]" options="{'no_create': True}" />
<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)]" options="{'no_create': True}" />
<field name='trigger'/>
<field name="interval_nbr"/>
<field name="interval_type"/>
</tree>
<form string="Outgoing Transitions">
<group col="4">
<field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]" options="{'no_create': True}" />
<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="action_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 decoration-danger="state == 'exception'" decoration-muted="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="fa-times-circle text-danger"/>
<button string="Preview" states="todo" name="preview" icon="fa-search-plus text-primary" type="object"/>
<button string="Process" states="todo" name="process" type="object" icon="fa-arrow-right text-success"/>
</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">
<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"/>
<button string="Preview" states="todo" name="preview" icon="fa-search-plus fa-lg text-primary" 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 string="To Do" name="todo" domain="[('state','=','todo')]"/>
<filter 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" context="{'group_by':'campaign_id'}"/>
<filter string="Segment" name="segment" context="{'group_by':'segment_id'}"/>
<filter string="Activity" name="activity" context="{'group_by':'activity_id'}"/>
<filter string="Resource" name="resource" context="{'group_by':'object_id'}"/>
<filter string="Resource ID" name="res_id" context="{'group_by':'res_id'}"/>
<filter string="Status" name="Status" context="{'group_by':'state'}"/>
<filter string="Execution Month" name="Date" context="{'group_by':'date'}"/>
</group>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
<field name="name">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="report_marketing_campaign" action="action_marketing_campaign_workitem" sequence="3"/>
</odoo>