<?xml version="1.0" ?>
<openerp>
- <data>
-<!-- <wizard
- string="Select partners"
- model="crm.segmentation"
- name="open_partner"
- menu="False"
- id="wizard_open_partner"/>
--->
-
- <wizard
- string="Using a questionnaire"
- model="crm_profiling.questionnaire"
- name="open_questionnaire"
- menu="False"
- id="wizard_open_questionnaire"/>
-
- <record model="ir.actions.act_window" id="open_questionnaires">
- <field name="name">Questionnaires</field>
- <field name="res_model">crm_profiling.questionnaire</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- </record>
- <menuitem parent="crm.next_id_53" id="menu_segm_questionnaire"
- action="open_questionnaires" />
-
-
- <record model="ir.actions.act_window" id="open_questions">
- <field name="name">Questions</field>
- <field name="res_model">crm_profiling.question</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- </record>
- <menuitem parent="crm.next_id_53" id="menu_segm_answer"
- action="open_questions" />
-
-<!-- <record model="ir.actions.act_window" id="open_crm_segmentations">
- <field name="name">Profiles</field>
- <field name="res_model">crm.segmentation</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- </record>
- <menuitem name="Partners/Configuration/Profiling/Profiles" id="menu_segm_crm_segmentation"
- action="open_crm_segmentations" />
--->
- <record model="ir.ui.view" id="view_questionnaire_tree">
- <field name="name">Questionnaires</field>
- <field name="model">crm_profiling.questionnaire</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Questionnaires">
- <field name="name" select="1" colspan="4"/>
- <field name="description" select="1" colspan="4"/>
- <field name="questions_ids" colspan="4" nolabel="1"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_questionnaire_form">
- <field name="name">Questionnaires</field>
- <field name="model">crm_profiling.questionnaire</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Questionnaires">
- <field name="name" select="1" />
- <newline/>
- <field name="description" select="1" />
- <newline/>
- <field name="questions_ids" colspan="4"/>
- </form>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_answer">
- <field name="name">Answers</field>
- <field name="model">crm_profiling.answer</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Answers">
- <field name="question_id" select="1"/>
- <field name="name" select="1"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_answer_form">
- <field name="name">Answers</field>
- <field name="model">crm_profiling.answer</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Answers">
- <field name="question_id" select="1"/>
- <field name="name" select="1"/>
- </form>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_question_tree">
- <field name="name">Questions</field>
- <field name="model">crm_profiling.question</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Questions">
- <field name="name" select="1" colspan="4"/>
- <field name="answers_ids" colspan="4" nolabel="1"/>
- </tree>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_question_form">
- <field name="name">Questions</field>
- <field name="model">crm_profiling.question</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Questions">
- <newline/>
- <field name="name" select="1" />
- <newline/>
- <separator string="Avalaible answers" colspan="4"/>
- <field name="answers_ids" colspan="4" nolabel="1" editable="bottom">
- <tree string="Answers" editable="bottom">
- <field name="name" select="1"/>
- </tree>
- <form string="Answers">
- <field name="name" select="1"/>
- </form>
- </field>
- </form>
- </field>
- </record>
-
-
- <record model="ir.ui.view" id="view_partner_form">
- <field name="name">res.partner.profile.form</field>
- <field name="model">res.partner</field>
- <field name="type">form</field>
- <field name="inherit_id" ref="base.view_partner_form"/>
- <field name="arch" type="xml">
- <notebook position="inside">
- <page string="Profiling">
- <button string="Use a questionnaire" name="%(wizard_open_questionnaire)d" type="action" colspan="1"/>
- <newline/>
- <field name="answers_ids" colspan="4" nolabel="1"/>
- </page>
- </notebook>
- </field>
- </record>
-
- <record model="ir.ui.view" id="crm.crm_segmentation-view">
- <field name="name">crm.segmentation.form</field>
- <field name="model">crm.segmentation</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Partner Segmentation">
- <notebook>
- <page string="Segmentation">
- <separator string="Segmentation Description" colspan="4"/>
- <field name="name" select="1"/>
- <field name="exclusif"/>
- <newline/>
- <field name="categ_id" select="2" colspan="2"/>
- <newline/>
- <field name="description" select="2" colspan="4"/>
- <field name="state"/>
- <group col="3" colspan="2">
- <button name="process_start" states="not running" string="Compute Segmentation" type="object"/>
- <button name="process_stop" states="running" string="Stop Process" type="object"/>
- <button name="process_continue" states="running" string="Continue Process" type="object"/>
- </group>
- </page>
- <page string="Sales Purchase">
- <!-- <field name="sales_purchase_active"/> -->
- <separator string="State of Mind Computation" colspan="4"/>
- <field name="som_interval"/>
- <field name="som_interval_max"/>
- <field name="som_interval_decrease"/>
- <field name="som_interval_default"/>
- <separator string="Segmentation Test" colspan="4"/>
- <field name="segmentation_line" widget="one2many_list" colspan="4"/>
- </page>
- <page string="Profiling">
- <field name="profiling_active" colspan="2"/>
- <separator string="Profiling Options" colspan="4"/>
- <field name="parent_id" colspan="2"/><newline/>
- <separator string="Included Answers :" colspan="2" />
- <separator string="Excluded Answers :" colspan="2"/>
- <field name="answer_yes" nolabel="1" colspan="2"/>
- <field name="answer_no" nolabel="1" colspan="2"/>
- </page>
- </notebook>
- </form>
- </field>
- </record>
-
- <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
- <!-- <field name="name">crm.segmentation.tree</field>
- <field name="model">crm.segmentation</field>
- <field name="type">tree</field>
- <field name="field_parent">child_ids</field>
- <field name="arch" type="xml">
- <tree string="Partner Profiles">
- <field name="name"/>
-
- </tree>
- </field>
---> <field name="name">crm.segmentation.tree</field>
- <field name="model">crm.segmentation</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Partner Segmentations">
- <field name="name"/>
- <field name="description"/>
- <field name="categ_id"/>
- </tree>
- </field>
- </record>
-
-<!-- <record model="ir.actions.act_window" id="action_partner_crm_segmentation">
- <field name="name">Partner profile</field>
- <field name="type">ir.actions.act_window</field>
- <field name="res_model">crm.segmentation</field>
- <field name="view_type">tree</field>
- <field name="view_id" ref="view_partner_crm_segmentation_tree"/>
- <field name="domain">[('parent_id','=',False)]</field>
- </record>
--->
-<!-- <menuitem
- name="Partners/Partners by Profile"
- sequence="1"
- action="action_partner_crm_segmentation"
- id="menu_partner_crm_segmentation_main"/>
--->
-<!-- <record model="ir.values" id="ir_action_partner_by_crm_segmentation">
- <field name="key2" eval="'tree_but_open'"/>
- <field name="model" eval="'crm.segmentation'"/>
- <field name="name">Open partners</field>
- <field name="value" eval="'ir.actions.wizard,%d'%wizard_open_partner"/>
- <field name="object" eval="True"/>
- </record>
--->
- </data>
+ <data>
+
+ <wizard
+ string="Using a questionnaire"
+ model="crm_profiling.questionnaire"
+ name="open_questionnaire"
+ menu="False"
+ id="wizard_open_questionnaire"/>
+
+ <record model="ir.actions.act_window" id="open_questionnaires">
+ <field name="name">Questionnaires</field>
+ <field name="res_model">crm_profiling.questionnaire</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form</field>
+ <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>
+ </record>
+
+ <menuitem parent="base.menu_crm_config_lead" id="menu_segm_questionnaire"
+ action="open_questionnaires" />
+
+ <record model="ir.actions.act_window" id="open_questions">
+ <field name="name">Questions</field>
+ <field name="res_model">crm_profiling.question</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form</field>
+ </record>
+
+ <menuitem parent="base.menu_crm_config_lead" id="menu_segm_answer"
+ action="open_questions" />
+
+<!-- Profiling Questionnaire Tree view -->
+
+ <record model="ir.ui.view" id="view_questionnaire_tree">
+ <field name="name">Questionnaires</field>
+ <field name="model">crm_profiling.questionnaire</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Questionnaires">
+ <field name="name" select="1" colspan="4"/>
+ <field name="description" select="1" colspan="4"/>
+ <field name="questions_ids" colspan="4" nolabel="1"/>
+ </tree>
+ </field>
+ </record>
+
+<!-- Profiling Questionnaire Form view -->
+
+ <record model="ir.ui.view" id="view_questionnaire_form">
+ <field name="name">Questionnaires</field>
+ <field name="model">crm_profiling.questionnaire</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Questionnaires">
+ <field name="name" select="1" />
+ <newline/>
+ <separator string="Questions List" colspan="4"/>
+ <field name="questions_ids" colspan="4" nolabel="1"/>
+ <newline/>
+ <separator string="Description" colspan="4"/>
+ <field name="description" colspan="4" select="1" nolabel="1"/>
+ </form>
+ </field>
+ </record>
+
+<!-- Profiling Answer Tree view -->
+
+ <record model="ir.ui.view" id="view_answer">
+ <field name="name">Answers</field>
+ <field name="model">crm_profiling.answer</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Answers">
+ <field name="question_id" select="1"/>
+ <field name="name" select="1"/>
+ </tree>
+ </field>
+ </record>
+
+<!-- Profiling Answer Form view -->
+
+ <record model="ir.ui.view" id="view_answer_form">
+ <field name="name">Answers</field>
+ <field name="model">crm_profiling.answer</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Answers">
+ <field name="question_id" select="1"/>
+ <field name="name" select="1"/>
+ </form>
+ </field>
+ </record>
+
+<!-- Profiling Questions Tree view -->
+
+ <record model="ir.ui.view" id="view_question_tree">
+ <field name="name">Questions</field>
+ <field name="model">crm_profiling.question</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Questions">
+ <field name="name" select="1" colspan="4"/>
+ <field name="answers_ids" colspan="4" nolabel="1"/>
+ </tree>
+ </field>
+ </record>
+
+<!-- Profiling Questions Form view -->
+
+ <record model="ir.ui.view" id="view_question_form">
+ <field name="name">Questions</field>
+ <field name="model">crm_profiling.question</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Questions">
+ <newline/>
+ <field name="name" select="1" />
+ <newline/>
+ <separator string="Avalaible answers" colspan="4"/>
+ <field name="answers_ids" colspan="4" nolabel="1" editable="bottom">
+ <tree string="Answers" editable="bottom">
+ <field name="name" select="1"/>
+ </tree>
+ <form string="Answers">
+ <field name="name" select="1"/>
+ </form>
+ </field>
+ </form>
+ </field>
+ </record>
+
+
+ <record model="ir.ui.view" id="view_partner_form">
+ <field name="name">res.partner.profile.form</field>
+ <field name="model">res.partner</field>
+ <field name="type">form</field>
+ <field name="inherit_id" ref="base.view_partner_form"/>
+ <field name="arch" type="xml">
+ <notebook position="inside">
+ <page string="Profiling">
+ <button string="Use a questionnaire"
+ name="%(wizard_open_questionnaire)d" type="action" colspan="1"
+ icon="gtk-justify-fill" />
+ <newline/>
+ <field name="answers_ids" colspan="4" nolabel="1"/>
+ </page>
+ </notebook>
+ </field>
+ </record>
+
+<!-- CRM Segmentation Form view -->
+
+ <record model="ir.ui.view" id="crm.crm_segmentation-view">
+ <field name="name">crm.segmentation.form</field>
+ <field name="model">crm.segmentation</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Partner Segmentation">
+ <notebook>
+ <page string="Segmentation">
+ <separator string="Segmentation Description" colspan="4"/>
+ <field name="name" select="1"/>
+ <field name="exclusif"/>
+ <newline/>
+ <field name="categ_id" colspan="2"/>
+ <newline/>
+ <field name="description" colspan="4"/>
+ <field name="state"/>
+ <group col="3" colspan="2">
+ <button name="process_start"
+ states="not running" string="Compute Segmentation" type="object"
+ icon="gtk-apply" />
+ <button name="process_stop" states="running"
+ string="Stop Process" type="object" icon="gtk-stop" />
+ <button name="process_continue" states="running"
+ string="Continue Process" type="object" icon="gtk-go-forward" />
+ </group>
+ </page>
+ <page string="Sales Purchase">
+ <field name="sales_purchase_active"/>
+ <separator string="State of Mind Computation" colspan="4"/>
+ <field name="som_interval"/>
+ <field name="som_interval_max"/>
+ <field name="som_interval_decrease"/>
+ <field name="som_interval_default"/>
+ <separator string="Segmentation Test" colspan="4"/>
+ <field name="segmentation_line" widget="one2many_list" colspan="4"/>
+ </page>
+ <page string="Profiling">
+ <field name="profiling_active" colspan="2"/>
+ <separator string="Profiling Options" colspan="4"/>
+ <field name="parent_id" colspan="2"/><newline/>
+ <separator string="Included Answers :" colspan="2" />
+ <separator string="Excluded Answers :" colspan="2"/>
+ <field name="answer_yes" nolabel="1" colspan="2"/>
+ <field name="answer_no" nolabel="1" colspan="2"/>
+ </page>
+ </notebook>
+ </form>
+ </field>
+ </record>
+
+<!-- CRM Segmentation Tree view -->
+
+ <record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
+ <field name="name">crm.segmentation.tree</field>
+ <field name="model">crm.segmentation</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Partner Segmentations">
+ <field name="name"/>
+ <field name="description"/>
+ <field name="categ_id"/>
+ </tree>
+ </field>
+ </record>
+
+ </data>
</openerp>
projects / odoo / odoo.git / blobdiff