addons/crm_profiling/crm_profiling_view.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <record model="ir.actions.act_window" id="open_questionnaires">
   6           <field name="name">Questionnaires</field>
   7           <field name="res_model">crm_profiling.questionnaire</field>
   8           <field name="view_type">form</field>
   9           <field name="view_mode">tree,form</field>
  10           <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>
  11         </record>
  12
  13         <menuitem parent="base.menu_base_config" id="menu_segm_questionnaire"
  14                   action="open_questionnaires" sequence="1"/>
  15
  16         <record model="ir.actions.act_window" id="open_questions">
  17           <field name="name">Questions</field>
  18           <field name="res_model">crm_profiling.question</field>
  19           <field name="view_type">form</field>
  20           <field name="view_mode">tree,form</field>
  21         </record>
  22
  23         <menuitem parent="base.menu_base_config" id="menu_segm_answer"
  24                   action="open_questions" sequence="37" groups="base.group_no_one"/>
  25
  26 <!-- Profiling Questionnaire Tree view  -->
  27
  28     <record model="ir.ui.view" id="view_questionnaire_tree">
  29         <field name="name">Questionnaires</field>
  30         <field name="model">crm_profiling.questionnaire</field>
  31         <field name="arch" type="xml">
  32           <tree string="Questionnaires">
  33             <field name="name" colspan="4"/>
  34             <field name="description" colspan="4"/>
  35             <field name="questions_ids" colspan="4" nolabel="1"/>
  36           </tree>
  37         </field>
  38     </record>
  39
  40 <!-- Profiling Questionnaire Form view  -->
  41
  42     <record model="ir.ui.view" id="view_questionnaire_form">
  43         <field name="name">Questionnaires</field>
  44         <field name="model">crm_profiling.questionnaire</field>
  45         <field name="arch" type="xml">
  46           <form string="Questionnaires">
  47             <group col="4">
  48               <field name="name"/>
  49               <newline/>
  50               <separator string="Questions List" colspan="4"/>
  51               <field name="questions_ids" colspan="4" nolabel="1"/>
  52               <newline/>
  53               <separator string="Description" colspan="4"/>
  54               <field name="description" colspan="4" nolabel="1"/>
  55             </group>
  56           </form>
  57         </field>
  58     </record>
  59
  60 <!-- Profiling Answer Tree view  -->
  61
  62     <record model="ir.ui.view" id="view_answer">
  63         <field name="name">Answers</field>
  64         <field name="model">crm_profiling.answer</field>
  65         <field name="arch" type="xml">
  66           <tree string="Answers">
  67             <field name="question_id"/>
  68             <field name="name"/>
  69           </tree>
  70         </field>
  71     </record>
  72
  73 <!-- Profiling Answer Form view  -->
  74
  75     <record model="ir.ui.view" id="view_answer_form">
  76         <field name="name">Answers</field>
  77         <field name="model">crm_profiling.answer</field>
  78         <field name="arch" type="xml">
  79           <form string="Answers">
  80             <group col="4">
  81               <field name="question_id"/>
  82               <field name="name"/>
  83             </group>
  84           </form>
  85         </field>
  86     </record>
  87
  88 <!-- Profiling Questions Tree view  -->
  89
  90     <record model="ir.ui.view" id="view_question_tree">
  91         <field name="name">Questions</field>
  92         <field name="model">crm_profiling.question</field>
  93         <field name="arch" type="xml">
  94           <tree string="Questions">
  95             <field name="name" colspan="4"/>
  96             <field name="answers_ids" colspan="4" nolabel="1"/>
  97           </tree>
  98         </field>
  99     </record>
 100
 101 <!-- Profiling Questions Form view  -->
 102
 103     <record model="ir.ui.view" id="view_question_form">
 104         <field name="name">Questions</field>
 105         <field name="model">crm_profiling.question</field>
 106         <field name="arch" type="xml">
 107           <form string="Questions">
 108             <group col="4">
 109               <newline/>
 110               <field name="name"/>
 111               <newline/>
 112               <separator string="Avalaible Answers" colspan="4"/>
 113               <field name="answers_ids" colspan="4" nolabel="1">
 114                 <tree string="Answers" editable="bottom">
 115                   <field name="name"/>
 116                 </tree>
 117                 <form string="Answers">
 118                   <field name="name"/>
 119                 </form>
 120               </field>
 121             </group>
 122           </form>
 123         </field>
 124     </record>
 125
 126
 127     <record model="ir.ui.view" id="view_partner_form">
 128         <field name="name">res.partner.profile.form</field>
 129         <field name="model">res.partner</field>
 130         <field name="inherit_id" ref="base.view_partner_form"/>
 131         <field name="arch" type="xml">
 132             <notebook position="inside">
 133                 <page string="Profiling" groups="base.group_user">
 134                   <button string="Use a questionnaire"
 135                       name="%(action_open_questionnaire)d" type="action" colspan="1"
 136                       icon="gtk-justify-fill" />
 137                   <newline/>
 138                   <field name="answers_ids" colspan="4" nolabel="1"/>
 139                 </page>
 140             </notebook>
 141         </field>
 142     </record>
 143
 144 <!-- CRM Segmentation Form view  -->
 145
 146     <record model="ir.ui.view" id="crm.crm_segmentation-view">
 147         <field name="name">crm.segmentation.form</field>
 148         <field name="model">crm.segmentation</field>
 149         <field name="arch" type="xml">
 150             <form string="Partner Segmentation">
 151                 <group col="4">
 152                     <notebook>
 153                     <page string="Segmentation">
 154                         <separator string="Segmentation Description" colspan="4"/>
 155                         <field name="name"/>
 156                         <field name="exclusif"/>
 157                         <newline/>
 158                         <field name="categ_id" colspan="2"/>
 159                         <newline/>
 160                         <field name="description" colspan="4"/>
 161                         <field name="state"/>
 162                         <group col="3" colspan="2">
 163                             <button name="process_start"
 164                                 states="not running" string="Compute Segmentation" type="object"
 165                                 icon="gtk-apply" />
 166                             <button name="process_stop" states="running"
 167                                 string="Stop Process" type="object" icon="gtk-stop" />
 168                             <button name="process_continue" states="running"
 169                                 string="Continue Process" type="object" icon="gtk-go-forward" />
 170                         </group>
 171                     </page>
 172                     <page string="Sales Purchase">
 173                         <field name="sales_purchase_active"/>
 174                         <separator string="Segmentation Test" colspan="4"/>
 175                         <field name="segmentation_line" widget="one2many_list" colspan="4"/>
 176                     </page>
 177                     <page string="Profiling">
 178                         <field name="profiling_active" colspan="2"/>
 179                         <separator string="Profiling Options" colspan="4"/>
 180                         <field name="parent_id" colspan="2"/><newline/>
 181                         <separator string="Included Answers :" colspan="2" />
 182                         <separator string="Excluded Answers :" colspan="2"/>
 183                         <field name="answer_yes" nolabel="1" colspan="2"/>
 184                         <field name="answer_no" nolabel="1" colspan="2"/>
 185                     </page>
 186                     </notebook>
 187                 </group>
 188             </form>
 189         </field>
 190     </record>
 191
 192 <!-- CRM Segmentation Tree view  -->
 193
 194     <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
 195         <field name="name">crm.segmentation.tree</field>
 196         <field name="model">crm.segmentation</field>
 197         <field name="arch" type="xml">
 198             <tree string="Partner Segmentations">
 199                 <field name="name"/>
 200                 <field name="description"/>
 201                 <field name="categ_id"/>
 202             </tree>
 203         </field>
 204     </record>
 205
 206     </data>
 207 </openerp>