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">HR</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">bronze</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_15" model="res.partner.category">
  88                 <field name="name">IT sector</field>
  89                 <field name="parent_id" ref="base.res_partner_category_12"/>
  90         </record>
  91         <record id="base.res_partner_category_16" model="res.partner.category">
  92                 <field name="name">Telecom sector</field>
  93                 <field name="parent_id" ref="base.res_partner_category_12"/>
  94         </record>
  95         <record id="base.res_partner_category_17" model="res.partner.category">
  96                 <field name="name">HR sector</field>
  97                 <field name="parent_id" ref="base.res_partner_category_12"/>
  98         </record>
  99
 100
 101         <!--
 102         Profiles / crm.segmentation
 103         -->
 104
 105         <record model="crm.segmentation" id="crm_segmentation0">
 106                 <field name="name">OpenERP partners</field>
 107                 <field name="answer_yes" eval="[(6,0,[partner_tiny1])]" />
 108                 <field name="categ_id" ref="base.res_partner_category_2"/>
 109                 <field name="profiling_active">True</field>
 110         </record>
 111         <record model="crm.segmentation" id="crm_segmentation1">
 112                 <field name="name">Bronze partners</field>
 113                 <field name="answer_yes" eval="[(6,0,[partner_quality1])]" />
 114                 <field name="parent_id" ref="crm_segmentation0"/>
 115                 <field name="categ_id" ref="base.res_partner_category_3"/>
 116                 <field name="profiling_active">True</field>
 117         </record>
 118         <record model="crm.segmentation" id="crm_segmentation2">
 119                 <field name="name">Silver partners</field>
 120                 <field name="answer_yes" eval="[(6,0,[partner_quality2])]" />
 121                 <field name="parent_id" ref="crm_segmentation0"/>
 122                 <field name="categ_id" ref="base.res_partner_category_4"/>
 123                 <field name="profiling_active">True</field>
 124         </record>
 125         <record model="crm.segmentation" id="crm_segmentation3">
 126                 <field name="name">Gold partners</field>
 127                 <field name="answer_yes" eval="[(6,0,[partner_quality3])]" />
 128                 <field name="parent_id" ref="crm_segmentation0"/>
 129                 <field name="categ_id" ref="base.res_partner_category_5"/>
 130                 <field name="profiling_active">True</field>
 131         </record>
 132         <record model="crm.segmentation" id="crm_segmentation4">
 133                 <field name="name">HR partners</field>
 134                 <field name="answer_yes" eval="[(6,0,[sector1])]" />
 135                 <field name="categ_id" ref="base.res_partner_category_17"/>
 136                 <field name="profiling_active">True</field>
 137         </record>
 138         <record model="crm.segmentation" id="crm_segmentation5">
 139                 <field name="name">Telecom partners</field>
 140                 <field name="answer_yes" eval="[(6,0,[sector2])]" />
 141                 <field name="categ_id" ref="base.res_partner_category_16"/>
 142                 <field name="profiling_active">True</field>
 143         </record>
 144         <record model="crm.segmentation" id="crm_segmentation6">
 145                 <field name="name">IT partners</field>
 146                 <field name="answer_yes" eval="[(6,0,[sector3])]" />
 147                 <field name="categ_id" ref="base.res_partner_category_15"/>
 148                 <field name="profiling_active">True</field>
 149         </record>
 150 <!--<record model="crm.segmentation" id="crm_segmentation7">
 151                 <field name="name">small HR partners</field>
 152                 <field name="parent_id" ref="crm_segmentation4"/>
 153                 <field name="answer_yes" eval="[(6,0,[nb_employees2])]" />
 154                 <field name="categ_id">3</field>
 155         </record>
 156         <record model="crm.segmentation" id="crm_segmentation8">
 157                 <field name="name">not big HR partners</field>
 158                 <field name="parent_id" ref="crm_segmentation4"/>
 159                 <field name="answer_no" eval="[(6,0,[nb_employees3])]" />
 160                 <field name="categ_id">3</field>
 161         </record>
 162         <record model="crm.segmentation" id="crm_segmentation9">
 163                 <field name="name">not bronze HR partners</field>
 164                 <field name="parent_id" ref="crm_segmentation4"/>
 165                 <field name="answer_no" eval="[(6,0,[partner_quality1])]" />
 166                 <field name="categ_id">3</field>
 167         </record>
 168         <record model="crm.segmentation" id="crm_segmentation10">
 169                 <field name="name">small telecom partners</field>
 170                 <field name="parent_id" ref="crm_segmentation5"/>
 171                 <field name="answer_yes" eval="[(6,0,[nb_employees2])]" />
 172                 <field name="categ_id">3</field>
 173         </record>
 174         <record model="crm.segmentation" id="crm_segmentation11">
 175                 <field name="name">not big telecom partners</field>
 176                 <field name="parent_id" ref="crm_segmentation5"/>
 177                 <field name="answer_no" eval="[(6,0,[nb_employees3])]" />
 178                 <field name="categ_id">3</field>
 179         </record>
 180         <record model="crm.segmentation" id="crm_segmentation12">
 181                 <field name="name">not bronze telecom partners</field>
 182                 <field name="parent_id" ref="crm_segmentation5"/>
 183                 <field name="answer_no" eval="[(6,0,[partner_quality1])]" />
 184                 <field name="categ_id">3</field>
 185         </record>
 186         <record model="crm.segmentation" id="crm_segmentation13">
 187                 <field name="name">small IT partners</field>
 188                 <field name="parent_id" ref="crm_segmentation6"/>
 189                 <field name="answer_yes" eval="[(6,0,[nb_employees2])]" />
 190                 <field name="categ_id">3</field>
 191         </record>
 192         <record model="crm.segmentation" id="crm_segmentation14">
 193                 <field name="name">not big IT partners</field>
 194                 <field name="parent_id" ref="crm_segmentation6"/>
 195                 <field name="answer_no" eval="[(6,0,[nb_employees3])]" />
 196                 <field name="categ_id">3</field>
 197         </record>
 198         <record model="crm.segmentation" id="crm_segmentation15">
 199                 <field name="name">not bronze IT partners</field>
 200                 <field name="parent_id" ref="crm_segmentation6"/>
 201                 <field name="answer_no" eval="[(6,0,[partner_quality1])]" />
 202                 <field name="categ_id">3</field>
 203         </record>
 204
 205         <record model="crm.segmentation" id="crm_segmentation16">
 206                 <field name="name">not bronze partners</field>
 207                 <field name="answer_no" eval="[(6,0,[partner_quality1])]" />
 208                 <field name="categ_id">3</field>
 209         </record>
 210 -->
 211         <!--
 212         Partners
 213         -->
 214
 215         <record model="res.partner" id="base.res_partner_asus">
 216                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees2'), ref('sector2'), ref('partner_tiny1')])]" />
 217                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_16')])]"/>
 218         </record>
 219         <record model="res.partner" id="base.res_partner_agrolait">
 220                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees1'), ref('sector1'), ref('partner_tiny1')])]" />
 221                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_17')])]"/>
 222         </record>
 223         <record model="res.partner" id="base.res_partner_c2c">
 224                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector3'), ref('partner_tiny1')])]" />
 225                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_5'), ref('base.res_partner_category_15')])]"/>
 226         </record>
 227         <record model="res.partner" id="base.res_partner_sednacom">
 228                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees1'), ref('sector2'), ref('partner_tiny1')])]" />
 229                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_16')])]"/>
 230         </record>
 231         <record model="res.partner" id="base.res_partner_thymbra">
 232                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector3'), ref('partner_tiny1')])]" />
 233                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_5'), ref('base.res_partner_category_15')])]"/>
 234         </record>
 235         <record model="res.partner" id="base.res_partner_desertic_hispafuentes">
 236                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees2'), ref('sector2'), ref('partner_tiny1')])]" />
 237                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_16')])]"/>
 238         </record>
 239         <record model="res.partner" id="base.res_partner_tinyatwork">
 240                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees1'), ref('sector1'), ref('partner_tiny1')])]" />
 241                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_17')])]"/>
 242         </record>
 243         <record model="res.partner" id="base.res_partner_2">
 244                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees2'), ref('sector3'), ref('partner_tiny1')])]" />
 245                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_15')])]"/>
 246         </record>
 247         <record model="res.partner" id="base.res_partner_3">
 248                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees1'), ref('sector3'), ref('partner_tiny1')])]" />
 249                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_15')])]"/>
 250         </record>
 251         <record model="res.partner" id="base.res_partner_4">
 252                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees1'), ref('sector2'), ref('partner_tiny1')])]" />
 253                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_16')])]"/>
 254         </record>
 255         <record model="res.partner" id="base.res_partner_5">
 256                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees2'), ref('sector1'), ref('partner_tiny1')])]" />
 257                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_17')])]"/>
 258         </record>
 259         <record model="res.partner" id="base.res_partner_6">
 260                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector2'), ref('partner_tiny1')])]" />
 261                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_16')])]"/>
 262         </record>
 263         <record model="res.partner" id="base.res_partner_maxtor">
 264                 <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees1'), ref('sector3'), ref('partner_tiny1')])]" />
 265                 <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_15')])]"/>
 266         </record>
 267
 268 </data>
 269 </openerp>
 270