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.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.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.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.crm_segmentation0"/>
 129         <field name="categ_id" ref="base.res_partner_category_5"/>
 130         <field name="exclusif">True</field>
 131         <field name="profiling_active">True</field>
 132     </record>
 133     <record model="crm.segmentation" id="crm_segmentation4">
 134         <field name="name">HR partners</field>
 135         <field name="answer_yes" eval="[(6,0,[sector1])]" />
 136         <field name="categ_id" ref="base.res_partner_category_17"/>
 137         <field name="profiling_active">True</field>
 138     </record>
 139     <record model="crm.segmentation" id="crm_segmentation5">
 140         <field name="name">Telecom partners</field>
 141         <field name="answer_yes" eval="[(6,0,[sector2])]" />
 142         <field name="categ_id" ref="base.res_partner_category_16"/>
 143         <field name="profiling_active">True</field>
 144     </record>
 145     <record model="crm.segmentation" id="crm_segmentation6">
 146         <field name="name">IT partners</field>
 147         <field name="answer_yes" eval="[(6,0,[sector3])]" />
 148         <field name="categ_id" ref="base.res_partner_category_15"/>
 149         <field name="profiling_active">True</field>
 150     </record>
 151
 152     <!--
 153     Partners
 154     -->
 155
 156     <record model="res.partner" id="base.res_partner_asus">
 157         <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees2'), ref('sector2'), ref('partner_tiny1')])]" />
 158         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_16')])]"/>
 159     </record>
 160     <record model="res.partner" id="base.res_partner_agrolait">
 161         <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees1'), ref('sector1'), ref('partner_tiny1')])]" />
 162         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_17')])]"/>
 163     </record>
 164     <record model="res.partner" id="base.res_partner_c2c">
 165         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector3'), ref('partner_tiny1')])]" />
 166         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_5'), ref('base.res_partner_category_15')])]"/>
 167     </record>
 168     <record model="res.partner" id="base.res_partner_sednacom">
 169         <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees1'), ref('sector2'), ref('partner_tiny1')])]" />
 170         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_16')])]"/>
 171     </record>
 172     <record model="res.partner" id="base.res_partner_thymbra">
 173         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector3'), ref('partner_tiny1')])]" />
 174         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_5'), ref('base.res_partner_category_15')])]"/>
 175     </record>
 176     <record model="res.partner" id="base.res_partner_desertic_hispafuentes">
 177         <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees2'), ref('sector2'), ref('partner_tiny1')])]" />
 178         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_16')])]"/>
 179     </record>
 180     <record model="res.partner" id="base.res_partner_tinyatwork">
 181         <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees1'), ref('sector1'), ref('partner_tiny1')])]" />
 182         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_17')])]"/>
 183     </record>
 184     <record model="res.partner" id="base.res_partner_2">
 185         <field name="answers_ids" eval="[(6,0,[ref('partner_quality1'), ref('nb_employees2'), ref('sector3'), ref('partner_tiny1')])]" />
 186         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_3'), ref('base.res_partner_category_15')])]"/>
 187     </record>
 188     <record model="res.partner" id="base.res_partner_3">
 189         <field name="answers_ids" eval="[(6,0,[ref('partner_quality2'), ref('nb_employees1'), ref('sector3'), ref('partner_tiny1')])]" />
 190         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_4'), ref('base.res_partner_category_15')])]"/>
 191     </record>
 192     <record model="res.partner" id="base.res_partner_4">
 193         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees1'), ref('sector2'), ref('partner_tiny1')])]" />
 194         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_16')])]"/>
 195     </record>
 196     <record model="res.partner" id="base.res_partner_5">
 197         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees2'), ref('sector1'), ref('partner_tiny1')])]" />
 198         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_17')])]"/>
 199     </record>
 200     <record model="res.partner" id="base.res_partner_6">
 201         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees3'), ref('sector2'), ref('partner_tiny1')])]" />
 202         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_16')])]"/>
 203     </record>
 204     <record model="res.partner" id="base.res_partner_maxtor">
 205         <field name="answers_ids" eval="[(6,0,[ref('partner_quality3'), ref('nb_employees1'), ref('sector3'), ref('partner_tiny1')])]" />
 206         <field name="category_id" eval="[(6,0,[ref('base.res_partner_category_1'), ref('base.res_partner_category_15')])]"/>
 207     </record>
 208
 209 </data>
 210 </openerp>
 211