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             <field name="name"/>
  48             <newline/>
  49             <separator string="Questions List" colspan="4"/>
  50             <field name="questions_ids" colspan="4" nolabel="1"/>
  51             <newline/>
  52             <separator string="Description" colspan="4"/>
  53             <field name="description" colspan="4" nolabel="1"/>
  54           </form>
  55         </field>
  56     </record>
  57
  58 <!-- Profiling Answer Tree view  -->
  59
  60     <record model="ir.ui.view" id="view_answer">
  61         <field name="name">Answers</field>
  62         <field name="model">crm_profiling.answer</field>
  63         <field name="arch" type="xml">
  64           <tree string="Answers">
  65             <field name="question_id"/>
  66             <field name="name"/>
  67           </tree>
  68         </field>
  69     </record>
  70
  71 <!-- Profiling Answer Form view  -->
  72
  73     <record model="ir.ui.view" id="view_answer_form">
  74         <field name="name">Answers</field>
  75         <field name="model">crm_profiling.answer</field>
  76         <field name="arch" type="xml">
  77           <form string="Answers">
  78             <field name="question_id"/>
  79             <field name="name"/>
  80           </form>
  81         </field>
  82     </record>
  83
  84 <!-- Profiling Questions Tree view  -->
  85
  86     <record model="ir.ui.view" id="view_question_tree">
  87         <field name="name">Questions</field>
  88         <field name="model">crm_profiling.question</field>
  89         <field name="arch" type="xml">
  90           <tree string="Questions">
  91             <field name="name" colspan="4"/>
  92             <field name="answers_ids" colspan="4" nolabel="1"/>
  93           </tree>
  94         </field>
  95     </record>
  96
  97 <!-- Profiling Questions Form view  -->
  98
  99     <record model="ir.ui.view" id="view_question_form">
 100         <field name="name">Questions</field>
 101         <field name="model">crm_profiling.question</field>
 102         <field name="arch" type="xml">
 103           <form string="Questions">
 104             <newline/>
 105             <field name="name"/>
 106             <newline/>
 107             <separator string="Avalaible Answers" colspan="4"/>
 108             <field name="answers_ids" colspan="4" nolabel="1">
 109               <tree string="Answers" editable="bottom">
 110                 <field name="name"/>
 111               </tree>
 112               <form string="Answers">
 113                 <field name="name"/>
 114               </form>
 115             </field>
 116           </form>
 117         </field>
 118     </record>
 119
 120
 121     <record model="ir.ui.view" id="view_partner_form">
 122         <field name="name">res.partner.profile.form</field>
 123         <field name="model">res.partner</field>
 124         <field name="inherit_id" ref="base.view_partner_form"/>
 125         <field name="arch" type="xml">
 126             <notebook position="inside">
 127                 <page string="Profiling" groups="base.group_user">
 128                   <button string="Use a questionnaire"
 129                       name="%(action_open_questionnaire)d" type="action" colspan="1"
 130                       icon="gtk-justify-fill" />
 131                   <newline/>
 132                   <field name="answers_ids" colspan="4" nolabel="1"/>
 133                 </page>
 134             </notebook>
 135         </field>
 136     </record>
 137
 138 <!-- CRM Segmentation Form view  -->
 139
 140     <record model="ir.ui.view" id="crm.crm_segmentation-view">
 141         <field name="name">crm.segmentation.form</field>
 142         <field name="model">crm.segmentation</field>
 143         <field name="arch" type="xml">
 144             <form string="Partner Segmentation">
 145                 <notebook>
 146                 <page string="Segmentation">
 147                     <separator string="Segmentation Description" colspan="4"/>
 148                     <field name="name"/>
 149                     <field name="exclusif"/>
 150                     <newline/>
 151                     <field name="categ_id" colspan="2"/>
 152                     <newline/>
 153                     <field name="description" colspan="4"/>
 154                     <field name="state"/>
 155                     <group col="3" colspan="2">
 156                         <button name="process_start"
 157                             states="not running" string="Compute Segmentation" type="object"
 158                             icon="gtk-apply" />
 159                         <button name="process_stop" states="running"
 160                             string="Stop Process" type="object" icon="gtk-stop" />
 161                         <button name="process_continue" states="running"
 162                             string="Continue Process" type="object" icon="gtk-go-forward" />
 163                     </group>
 164                 </page>
 165                 <page string="Sales Purchase">
 166                     <field name="sales_purchase_active"/>
 167                     <separator string="Segmentation Test" colspan="4"/>
 168                     <field name="segmentation_line" widget="one2many_list" colspan="4"/>
 169                 </page>
 170                 <page string="Profiling">
 171                     <field name="profiling_active" colspan="2"/>
 172                     <separator string="Profiling Options" colspan="4"/>
 173                     <field name="parent_id" colspan="2"/><newline/>
 174                     <separator string="Included Answers :" colspan="2" />
 175                     <separator string="Excluded Answers :" colspan="2"/>
 176                     <field name="answer_yes" nolabel="1" colspan="2"/>
 177                     <field name="answer_no" nolabel="1" colspan="2"/>
 178                 </page>
 179                 </notebook>
 180             </form>
 181         </field>
 182     </record>
 183
 184 <!-- CRM Segmentation Tree view  -->
 185
 186     <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
 187         <field name="name">crm.segmentation.tree</field>
 188         <field name="model">crm.segmentation</field>
 189         <field name="arch" type="xml">
 190             <tree string="Partner Segmentations">
 191                 <field name="name"/>
 192                 <field name="description"/>
 193                 <field name="categ_id"/>
 194             </tree>
 195         </field>
 196     </record>
 197
 198     </data>
 199 </openerp>