addons/crm_profiling/crm_profiling_demo.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data noupdate="1">
   4
   5
   6     <!--
   7     Questions
   8     -->
   9
  10     <record model="crm_profiling.question" id="activity_sector">
  11         <field name="name">Activity sector?</field>
  12     </record>
  13     <record model="crm_profiling.question" id="nb_employees">
  14         <field name="name">Number of employees?</field>
  15     </record>
  16     <record model="crm_profiling.question" id="partner_level">
  17         <field name="name">Partner level?</field>
  18     </record>
  19     <record model="crm_profiling.question" id="partner_tiny">
  20         <field name="name">OpenERP partner?</field>
  21     </record>
  22
  23     <!--
  24     Questionnaires
  25     -->
  26
  27     <record model="crm_profiling.questionnaire" id="questionnaire1">
  28         <field name="name">Base questionnaire</field>
  29         <field name="description">First questionnaire.</field>
  30         <field name="questions_ids" eval="[(6,0,[activity_sector,nb_employees,partner_level])]"/>
  31     </record>
  32
  33     <!--
  34     Answers
  35     -->
  36
  37     <record model="crm_profiling.answer" id="sector1">
  38         <field name="name">Services</field>
  39         <field name="question_id" ref="activity_sector"/>
  40     </record>
  41     <record model="crm_profiling.answer" id="sector2">
  42         <field name="name">Telecom</field>
  43         <field name="question_id" ref="activity_sector"/>
  44     </record>
  45     <record model="crm_profiling.answer" id="sector3">
  46         <field name="name">IT</field>
  47         <field name="question_id" ref="activity_sector"/>
  48     </record>
  49     <record model="crm_profiling.answer" id="nb_employees1">
  50         <field name="name">1 to 50</field>
  51         <field name="question_id" ref="nb_employees"/>
  52     </record>
  53     <record model="crm_profiling.answer" id="nb_employees2">
  54         <field name="name">51 to 100</field>
  55         <field name="question_id" ref="nb_employees"/>
  56     </record>
  57     <record model="crm_profiling.answer" id="nb_employees3">
  58         <field name="name">more than 100</field>
  59         <field name="question_id" ref="nb_employees"/>
  60     </record>
  61     <record model="crm_profiling.answer" id="partner_quality1">
  62         <field name="name">ready</field>
  63         <field name="question_id" ref="partner_level"/>
  64     </record>
  65     <record model="crm_profiling.answer" id="partner_quality2">
  66         <field name="name">silver</field>
  67         <field name="question_id" ref="partner_level"/>
  68     </record>
  69     <record model="crm_profiling.answer" id="partner_quality3">
  70         <field name="name">gold</field>
  71         <field name="question_id" ref="partner_level"/>
  72     </record>
  73     <record model="crm_profiling.answer" id="partner_tiny1">
  74         <field name="name">yes</field>
  75         <field name="question_id" ref="partner_tiny"/>
  76     </record>
  77     <record model="crm_profiling.answer" id="partner_tiny2">
  78         <field name="name">no</field>
  79         <field name="question_id" ref="partner_tiny"/>
  80     </record>
  81
  82
  83     <!--
  84     Resource: res.partner.category
  85     -->
  86
  87     <record id="base.res_partner_category_17" model="res.partner.category">
  88         <field name="name">Telecom sector</field>
  89         <field name="parent_id" ref="base.res_partner_category_0"/>
  90     </record>
  91
  92
  93     <!--
  94     Profiles / crm.segmentation
  95     -->
  96
  97     <record model="crm.segmentation" id="crm.crm_segmentation0">
  98         <field name="name">OpenERP partners</field>
  99         <field name="answer_yes" eval="[(6,0,[partner_tiny1])]" />
 100         <field name="categ_id" ref="base.res_partner_category_2"/>
 101         <field name="profiling_active">True</field>
 102     </record>
 103     <record model="crm.segmentation" id="crm_segmentation1">
 104         <field name="name">Ready partners</field>
 105         <field name="answer_yes" eval="[(6,0,[partner_quality1])]" />
 106         <field name="parent_id" ref="crm.crm_segmentation0"/>
 107         <field name="categ_id" ref="base.res_partner_category_6"/>
 108         <field name="profiling_active">True</field>
 109     </record>
 110     <record model="crm.segmentation" id="crm_segmentation2">
 111         <field name="name">Silver partners</field>
 112         <field name="answer_yes" eval="[(6,0,[partner_quality2])]" />
 113         <field name="parent_id" ref="crm.crm_segmentation0"/>
 114         <field name="categ_id" ref="base.res_partner_category_5"/>
 115         <field name="profiling_active">True</field>
 116     </record>
 117     <record model="crm.segmentation" id="crm_segmentation3">
 118         <field name="name">Gold partners</field>
 119         <field name="answer_yes" eval="[(6,0,[partner_quality3])]" />
 120         <field name="parent_id" ref="crm.crm_segmentation0"/>
 121         <field name="categ_id" ref="base.res_partner_category_4"/>
 122         <field name="exclusif">True</field>
 123         <field name="profiling_active">True</field>
 124     </record>
 125     <record model="crm.segmentation" id="crm_segmentation4">
 126         <field name="name">Service partners</field>
 127         <field name="answer_yes" eval="[(6,0,[sector1])]" />
 128         <field name="categ_id" ref="base.res_partner_category_8"/>
 129         <field name="profiling_active">True</field>
 130     </record>
 131     <record model="crm.segmentation" id="crm_segmentation5">
 132         <field name="name">Telecom partners</field>
 133         <field name="answer_yes" eval="[(6,0,[sector2])]" />
 134         <field name="categ_id" ref="base.res_partner_category_17"/>
 135         <field name="profiling_active">True</field>
 136     </record>
 137     <record model="crm.segmentation" id="crm_segmentation6">
 138         <field name="name">IT partners</field>
 139         <field name="answer_yes" eval="[(6,0,[sector3])]" />
 140         <field name="categ_id" ref="base.res_partner_category_7"/>
 141         <field name="profiling_active">True</field>
 142     </record>
 143
 144     <!--
 145     Partners
 146     -->
 147
 148     <record model="res.partner" id="base.res_partner_2">
 149         <field name="answers_ids" eval="[(6,0,[ref('nb_employees1'), ref('sector3'), ref('partner_tiny2')])]" />
 150     </record>
 151     <record model="res.partner" id="base.res_partner_12">
 152         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector1'), ref('partner_tiny2')])]" />
 153     </record>
 154     <record model="res.partner" id="base.res_partner_9">
 155         <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees1'), ref('sector3'), ref('partner_tiny2')])]" />
 156     </record>
 157     <record model="res.partner" id="base.res_partner_17">
 158         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('partner_tiny2')])]" />
 159     </record>
 160     <record model="res.partner" id="base.res_partner_18">
 161         <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees2'), ref('sector1'), ref('partner_tiny2')])]" />
 162     </record>
 163     <record model="res.partner" id="base.res_partner_15">
 164         <field name="answers_ids" eval="[(6,0,[ref('nb_employees2'), ref('partner_tiny2')])]" />
 165     </record>
 166     <record model="res.partner" id="base.res_partner_4">
 167         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees1'), ref('sector2'), ref('partner_tiny2')])]" />
 168     </record>
 169     <record model="res.partner" id="base.res_partner_10">
 170         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees2'), ref('sector3'), ref('partner_tiny2')])]" />
 171     </record>
 172
 173 </data>
 174 </openerp>
 175