addons/crm_profiling/crm_profiling_view.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <wizard
   6             string="Using a questionnaire"
   7             model="crm_profiling.questionnaire"
   8             name="open_questionnaire"
   9             menu="False"
  10             id="wizard_open_questionnaire"/>
  11
  12         <record model="ir.actions.act_window" id="open_questionnaires">
  13           <field name="name">Questionnaires</field>
  14           <field name="res_model">crm_profiling.questionnaire</field>
  15           <field name="view_type">form</field>
  16           <field name="view_mode">tree,form</field>
  17           <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>
  18         </record>
  19
  20         <menuitem parent="base.menu_crm_config_lead" id="menu_segm_questionnaire"
  21                   action="open_questionnaires" />
  22
  23         <record model="ir.actions.act_window" id="open_questions">
  24           <field name="name">Questions</field>
  25           <field name="res_model">crm_profiling.question</field>
  26           <field name="view_type">form</field>
  27           <field name="view_mode">tree,form</field>
  28         </record>
  29
  30         <menuitem parent="base.menu_crm_config_lead" id="menu_segm_answer"
  31                   action="open_questions" />
  32
  33 <!-- Profiling Questionnaire Tree view  -->
  34
  35     <record model="ir.ui.view" id="view_questionnaire_tree">
  36         <field name="name">Questionnaires</field>
  37         <field name="model">crm_profiling.questionnaire</field>
  38         <field name="type">tree</field>
  39         <field name="arch" type="xml">
  40           <tree string="Questionnaires">
  41             <field name="name" select="1" colspan="4"/>
  42             <field name="description" select="1" colspan="4"/>
  43             <field name="questions_ids" colspan="4" nolabel="1"/>
  44           </tree>
  45         </field>
  46     </record>
  47
  48 <!-- Profiling Questionnaire Form view  -->
  49
  50     <record model="ir.ui.view" id="view_questionnaire_form">
  51         <field name="name">Questionnaires</field>
  52         <field name="model">crm_profiling.questionnaire</field>
  53         <field name="type">form</field>
  54         <field name="arch" type="xml">
  55           <form string="Questionnaires">
  56             <field name="name" select="1" />
  57             <newline/>
  58             <separator string="Questions List" colspan="4"/>
  59             <field name="questions_ids" colspan="4" nolabel="1"/>
  60             <newline/>
  61             <separator string="Description" colspan="4"/>
  62             <field name="description" colspan="4" select="1" nolabel="1"/>
  63           </form>
  64         </field>
  65     </record>
  66
  67 <!-- Profiling Answer Tree view  -->
  68
  69     <record model="ir.ui.view" id="view_answer">
  70         <field name="name">Answers</field>
  71         <field name="model">crm_profiling.answer</field>
  72         <field name="type">tree</field>
  73         <field name="arch" type="xml">
  74           <tree string="Answers">
  75             <field name="question_id" select="1"/>
  76             <field name="name" select="1"/>
  77           </tree>
  78         </field>
  79     </record>
  80
  81 <!-- Profiling Answer Form view  -->
  82
  83     <record model="ir.ui.view" id="view_answer_form">
  84         <field name="name">Answers</field>
  85         <field name="model">crm_profiling.answer</field>
  86         <field name="type">form</field>
  87         <field name="arch" type="xml">
  88           <form string="Answers">
  89             <field name="question_id" select="1"/>
  90             <field name="name" select="1"/>
  91           </form>
  92         </field>
  93     </record>
  94
  95 <!-- Profiling Questions Tree view  -->
  96
  97     <record model="ir.ui.view" id="view_question_tree">
  98         <field name="name">Questions</field>
  99         <field name="model">crm_profiling.question</field>
 100         <field name="type">tree</field>
 101         <field name="arch" type="xml">
 102           <tree string="Questions">
 103             <field name="name" select="1" colspan="4"/>
 104             <field name="answers_ids" colspan="4" nolabel="1"/>
 105           </tree>
 106         </field>
 107     </record>
 108
 109 <!-- Profiling Questions Form view  -->
 110
 111     <record model="ir.ui.view" id="view_question_form">
 112         <field name="name">Questions</field>
 113         <field name="model">crm_profiling.question</field>
 114         <field name="type">form</field>
 115         <field name="arch" type="xml">
 116           <form string="Questions">
 117             <newline/>
 118             <field name="name" select="1" />
 119             <newline/>
 120             <separator string="Avalaible answers" colspan="4"/>
 121             <field name="answers_ids" colspan="4" nolabel="1">
 122               <tree string="Answers" editable="bottom">
 123                 <field name="name" select="1"/>
 124               </tree>
 125               <form string="Answers">
 126                 <field name="name" select="1"/>
 127               </form>
 128             </field>
 129           </form>
 130         </field>
 131     </record>
 132
 133
 134     <record model="ir.ui.view" id="view_partner_form">
 135         <field name="name">res.partner.profile.form</field>
 136         <field name="model">res.partner</field>
 137         <field name="type">form</field>
 138         <field name="inherit_id" ref="base.view_partner_form"/>
 139         <field name="arch" type="xml">
 140             <notebook position="inside">
 141                 <page string="Profiling">
 142                   <button string="Use a questionnaire"
 143                       name="%(wizard_open_questionnaire)d" type="action" colspan="1"
 144                       icon="gtk-justify-fill" />
 145                   <newline/>
 146                   <field name="answers_ids" colspan="4" nolabel="1"/>
 147                 </page>
 148             </notebook>
 149         </field>
 150     </record>
 151
 152 <!-- CRM Segmentation Form view  -->
 153
 154     <record model="ir.ui.view" id="crm.crm_segmentation-view">
 155         <field name="name">crm.segmentation.form</field>
 156         <field name="model">crm.segmentation</field>
 157         <field name="type">form</field>
 158         <field name="arch" type="xml">
 159             <form string="Partner Segmentation">
 160                 <notebook>
 161                 <page string="Segmentation">
 162                     <separator string="Segmentation Description" colspan="4"/>
 163                     <field name="name" select="1"/>
 164                     <field name="exclusif"/>
 165                     <newline/>
 166                     <field name="categ_id" colspan="2"/>
 167                     <newline/>
 168                     <field name="description" colspan="4"/>
 169                     <field name="state"/>
 170                     <group col="3" colspan="2">
 171                         <button name="process_start"
 172                             states="not running" string="Compute Segmentation" type="object"
 173                             icon="gtk-apply" />
 174                         <button name="process_stop" states="running"
 175                             string="Stop Process" type="object" icon="gtk-stop" />
 176                         <button name="process_continue" states="running"
 177                             string="Continue Process" type="object" icon="gtk-go-forward" />
 178                     </group>
 179                 </page>
 180                 <page string="Sales Purchase">
 181                     <field name="sales_purchase_active"/>
 182                     <separator string="State of Mind Computation" colspan="4"/>
 183                     <field name="som_interval"/>
 184                     <field name="som_interval_max"/>
 185                     <field name="som_interval_decrease"/>
 186                     <field name="som_interval_default"/>
 187                     <separator string="Segmentation Test" colspan="4"/>
 188                     <field name="segmentation_line" widget="one2many_list" colspan="4"/>
 189                 </page>
 190                 <page string="Profiling">
 191                     <field name="profiling_active" colspan="2"/>
 192                     <separator string="Profiling Options" colspan="4"/>
 193                     <field name="parent_id" colspan="2"/><newline/>
 194                     <separator string="Included Answers :" colspan="2" />
 195                     <separator string="Excluded Answers :" colspan="2"/>
 196                     <field name="answer_yes" nolabel="1" colspan="2"/>
 197                     <field name="answer_no" nolabel="1" colspan="2"/>
 198                 </page>
 199                 </notebook>
 200             </form>
 201         </field>
 202     </record>
 203
 204 <!-- CRM Segmentation Tree view  -->
 205
 206     <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
 207         <field name="name">crm.segmentation.tree</field>
 208         <field name="model">crm.segmentation</field>
 209         <field name="type">tree</field>
 210         <field name="arch" type="xml">
 211             <tree string="Partner Segmentations">
 212                 <field name="name"/>
 213                 <field name="description"/>
 214                 <field name="categ_id"/>
 215             </tree>
 216         </field>
 217     </record>
 218
 219     </data>
 220 </openerp>