200 lines
7.8 KiB
XML
200 lines
7.8 KiB
XML
<?xml version="1.0" ?>
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<openerp>
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<data>
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<record model="ir.actions.act_window" id="open_questionnaires">
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<field name="name">Questionnaires</field>
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<field name="res_model">crm_profiling.questionnaire</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="help">You can create specific topic-related questionnaires to guide your team(s) in the sales cycle by helping them to ask the right questions. The segmentation tool allows you to automatically assign a partner to a category according to his answers to the different questionnaires.</field>
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</record>
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<menuitem parent="base.menu_base_config" id="menu_segm_questionnaire"
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action="open_questionnaires" sequence="1"/>
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<record model="ir.actions.act_window" id="open_questions">
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<field name="name">Questions</field>
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<field name="res_model">crm_profiling.question</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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</record>
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<menuitem parent="base.menu_base_config" id="menu_segm_answer"
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action="open_questions" sequence="37" groups="base.group_no_one"/>
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<!-- Profiling Questionnaire Tree view -->
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<record model="ir.ui.view" id="view_questionnaire_tree">
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<field name="name">Questionnaires</field>
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<field name="model">crm_profiling.questionnaire</field>
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<field name="arch" type="xml">
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<tree string="Questionnaires">
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<field name="name" colspan="4"/>
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<field name="description" colspan="4"/>
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<field name="questions_ids" colspan="4" nolabel="1"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Questionnaire Form view -->
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<record model="ir.ui.view" id="view_questionnaire_form">
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<field name="name">Questionnaires</field>
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<field name="model">crm_profiling.questionnaire</field>
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<field name="arch" type="xml">
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<form string="Questionnaires">
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<field name="name"/>
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<newline/>
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<separator string="Questions List" colspan="4"/>
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<field name="questions_ids" colspan="4" nolabel="1"/>
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<newline/>
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<separator string="Description" colspan="4"/>
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<field name="description" colspan="4" nolabel="1"/>
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</form>
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</field>
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</record>
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<!-- Profiling Answer Tree view -->
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<record model="ir.ui.view" id="view_answer">
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<field name="name">Answers</field>
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<field name="model">crm_profiling.answer</field>
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<field name="arch" type="xml">
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<tree string="Answers">
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<field name="question_id"/>
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<field name="name"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Answer Form view -->
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<record model="ir.ui.view" id="view_answer_form">
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<field name="name">Answers</field>
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<field name="model">crm_profiling.answer</field>
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<field name="arch" type="xml">
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<form string="Answers">
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<field name="question_id"/>
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<field name="name"/>
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</form>
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</field>
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</record>
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<!-- Profiling Questions Tree view -->
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<record model="ir.ui.view" id="view_question_tree">
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<field name="name">Questions</field>
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<field name="model">crm_profiling.question</field>
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<field name="arch" type="xml">
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<tree string="Questions">
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<field name="name" colspan="4"/>
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<field name="answers_ids" colspan="4" nolabel="1"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Questions Form view -->
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<record model="ir.ui.view" id="view_question_form">
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<field name="name">Questions</field>
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<field name="model">crm_profiling.question</field>
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<field name="arch" type="xml">
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<form string="Questions">
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<newline/>
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<field name="name"/>
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<newline/>
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<separator string="Avalaible Answers" colspan="4"/>
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<field name="answers_ids" colspan="4" nolabel="1">
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<tree string="Answers" editable="bottom">
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<field name="name"/>
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</tree>
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<form string="Answers">
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<field name="name"/>
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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_partner_form">
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<field name="name">res.partner.profile.form</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<notebook position="inside">
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<page string="Profiling" groups="base.group_user">
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<button string="Use a questionnaire"
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name="%(action_open_questionnaire)d" type="action" colspan="1"
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icon="gtk-justify-fill" />
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<newline/>
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<field name="answers_ids" colspan="4" nolabel="1"/>
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</page>
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</notebook>
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</field>
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</record>
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<!-- CRM Segmentation Form view -->
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<record model="ir.ui.view" id="crm.crm_segmentation-view">
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<field name="name">crm.segmentation.form</field>
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<field name="model">crm.segmentation</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation">
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<notebook>
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<page string="Segmentation">
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<separator string="Segmentation Description" colspan="4"/>
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<field name="name"/>
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<field name="exclusif"/>
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<newline/>
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<field name="categ_id" colspan="2"/>
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<newline/>
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<field name="description" colspan="4"/>
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<field name="state"/>
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<group col="3" colspan="2">
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<button name="process_start"
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states="not running" string="Compute Segmentation" type="object"
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icon="gtk-apply" />
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<button name="process_stop" states="running"
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string="Stop Process" type="object" icon="gtk-stop" />
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<button name="process_continue" states="running"
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string="Continue Process" type="object" icon="gtk-go-forward" />
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</group>
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</page>
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<page string="Sales Purchase">
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<field name="sales_purchase_active"/>
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<separator string="Segmentation Test" colspan="4"/>
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<field name="segmentation_line" widget="one2many_list" colspan="4"/>
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</page>
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<page string="Profiling">
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<field name="profiling_active" colspan="2"/>
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<separator string="Profiling Options" colspan="4"/>
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<field name="parent_id" colspan="2"/><newline/>
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<separator string="Included Answers :" colspan="2" />
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<separator string="Excluded Answers :" colspan="2"/>
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<field name="answer_yes" nolabel="1" colspan="2"/>
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<field name="answer_no" nolabel="1" colspan="2"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Tree view -->
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<record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
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<field name="name">crm.segmentation.tree</field>
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<field name="model">crm.segmentation</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentations">
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<field name="name"/>
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<field name="description"/>
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<field name="categ_id"/>
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</tree>
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</field>
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</record>
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</data>
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</openerp>
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