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_crm_config_lead" id="menu_segm_questionnaire"
  14                   action="open_questionnaires" />
  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_crm_config_lead" id="menu_segm_answer"
  24                   action="open_questions" />
  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="type">tree</field>
  32         <field name="arch" type="xml">
  33           <tree string="Questionnaires">
  34             <field name="name" select="1" colspan="4"/>
  35             <field name="description" select="1" colspan="4"/>
  36             <field name="questions_ids" colspan="4" nolabel="1"/>
  37           </tree>
  38         </field>
  39     </record>
  40
  41 <!-- Profiling Questionnaire Form view  -->
  42
  43     <record model="ir.ui.view" id="view_questionnaire_form">
  44         <field name="name">Questionnaires</field>
  45         <field name="model">crm_profiling.questionnaire</field>
  46         <field name="type">form</field>
  47         <field name="arch" type="xml">
  48           <form string="Questionnaires">
  49             <field name="name" select="1" />
  50             <newline/>
  51             <separator string="Questions List" colspan="4"/>
  52             <field name="questions_ids" colspan="4" nolabel="1"/>
  53             <newline/>
  54             <separator string="Description" colspan="4"/>
  55             <field name="description" colspan="4" select="1" nolabel="1"/>
  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="type">tree</field>
  66         <field name="arch" type="xml">
  67           <tree string="Answers">
  68             <field name="question_id" select="1"/>
  69             <field name="name" select="1"/>
  70           </tree>
  71         </field>
  72     </record>
  73
  74 <!-- Profiling Answer Form view  -->
  75
  76     <record model="ir.ui.view" id="view_answer_form">
  77         <field name="name">Answers</field>
  78         <field name="model">crm_profiling.answer</field>
  79         <field name="type">form</field>
  80         <field name="arch" type="xml">
  81           <form string="Answers">
  82             <field name="question_id" select="1"/>
  83             <field name="name" select="1"/>
  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="type">tree</field>
  94         <field name="arch" type="xml">
  95           <tree string="Questions">
  96             <field name="name" select="1" colspan="4"/>
  97             <field name="answers_ids" colspan="4" nolabel="1"/>
  98           </tree>
  99         </field>
 100     </record>
 101
 102 <!-- Profiling Questions Form view  -->
 103
 104     <record model="ir.ui.view" id="view_question_form">
 105         <field name="name">Questions</field>
 106         <field name="model">crm_profiling.question</field>
 107         <field name="type">form</field>
 108         <field name="arch" type="xml">
 109           <form string="Questions">
 110             <newline/>
 111             <field name="name" select="1" />
 112             <newline/>
 113             <separator string="Avalaible answers" colspan="4"/>
 114             <field name="answers_ids" colspan="4" nolabel="1">
 115               <tree string="Answers" editable="bottom">
 116                 <field name="name" select="1"/>
 117               </tree>
 118               <form string="Answers">
 119                 <field name="name" select="1"/>
 120               </form>
 121             </field>
 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="type">form</field>
 131         <field name="inherit_id" ref="base.view_partner_form"/>
 132         <field name="arch" type="xml">
 133             <notebook position="inside">
 134                 <page string="Profiling">
 135                   <button string="Use a questionnaire"
 136                       name="%(action_open_questionnaire)d" type="action" colspan="1"
 137                       icon="gtk-justify-fill" />
 138                   <newline/>
 139                   <field name="answers_ids" colspan="4" nolabel="1"/>
 140                 </page>
 141             </notebook>
 142         </field>
 143     </record>
 144
 145 <!-- CRM Segmentation Form view  -->
 146
 147     <record model="ir.ui.view" id="crm.crm_segmentation-view">
 148         <field name="name">crm.segmentation.form</field>
 149         <field name="model">crm.segmentation</field>
 150         <field name="type">form</field>
 151         <field name="arch" type="xml">
 152             <form string="Partner Segmentation">
 153                 <notebook>
 154                 <page string="Segmentation">
 155                     <separator string="Segmentation Description" colspan="4"/>
 156                     <field name="name" select="1"/>
 157                     <field name="exclusif"/>
 158                     <newline/>
 159                     <field name="categ_id" colspan="2"/>
 160                     <newline/>
 161                     <field name="description" colspan="4"/>
 162                     <field name="state"/>
 163                     <group col="3" colspan="2">
 164                         <button name="process_start"
 165                             states="not running" string="Compute Segmentation" type="object"
 166                             icon="gtk-apply" />
 167                         <button name="process_stop" states="running"
 168                             string="Stop Process" type="object" icon="gtk-stop" />
 169                         <button name="process_continue" states="running"
 170                             string="Continue Process" type="object" icon="gtk-go-forward" />
 171                     </group>
 172                 </page>
 173                 <page string="Sales Purchase">
 174                     <field name="sales_purchase_active"/>
 175                     <separator string="State of Mind Computation" colspan="4"/>
 176                     <field name="som_interval"/>
 177                     <field name="som_interval_max"/>
 178                     <field name="som_interval_decrease"/>
 179                     <field name="som_interval_default"/>
 180                     <separator string="Segmentation Test" colspan="4"/>
 181                     <field name="segmentation_line" widget="one2many_list" colspan="4"/>
 182                 </page>
 183                 <page string="Profiling">
 184                     <field name="profiling_active" colspan="2"/>
 185                     <separator string="Profiling Options" colspan="4"/>
 186                     <field name="parent_id" colspan="2"/><newline/>
 187                     <separator string="Included Answers :" colspan="2" />
 188                     <separator string="Excluded Answers :" colspan="2"/>
 189                     <field name="answer_yes" nolabel="1" colspan="2"/>
 190                     <field name="answer_no" nolabel="1" colspan="2"/>
 191                 </page>
 192                 </notebook>
 193             </form>
 194         </field>
 195     </record>
 196
 197 <!-- CRM Segmentation Tree view  -->
 198
 199     <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
 200         <field name="name">crm.segmentation.tree</field>
 201         <field name="model">crm.segmentation</field>
 202         <field name="type">tree</field>
 203         <field name="arch" type="xml">
 204             <tree string="Partner Segmentations">
 205                 <field name="name"/>
 206                 <field name="description"/>
 207                 <field name="categ_id"/>
 208             </tree>
 209         </field>
 210     </record>
 211
 212     </data>
 213 </openerp>