221 lines
8.8 KiB
XML
221 lines
8.8 KiB
XML
<?xml version="1.0" ?>
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<openerp>
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<data>
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<wizard
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string="Using a questionnaire"
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model="crm_profiling.questionnaire"
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name="open_questionnaire"
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menu="False"
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id="wizard_open_questionnaire"/>
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<record model="ir.actions.act_window" id="open_questionnaires">
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<field name="name">Questionnaires</field>
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<field name="res_model">crm_profiling.questionnaire</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help">You can create specific topic related questionnaires that will be used to guide your team(s) in the sales cycle by helping them to ask the right questions. Using the segmentation tool, you will be able to automatically assign a partner to a category based on his answers to the different questionnaires.</field>
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</record>
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<menuitem parent="base.menu_crm_config_lead" id="menu_segm_questionnaire"
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action="open_questionnaires" />
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<record model="ir.actions.act_window" id="open_questions">
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<field name="name">Questions</field>
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<field name="res_model">crm_profiling.question</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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</record>
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<menuitem parent="base.menu_crm_config_lead" id="menu_segm_answer"
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action="open_questions" />
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<!-- Profiling Questionnaire Tree view -->
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<record model="ir.ui.view" id="view_questionnaire_tree">
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<field name="name">Questionnaires</field>
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<field name="model">crm_profiling.questionnaire</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Questionnaires">
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<field name="name" select="1" colspan="4"/>
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<field name="description" select="1" colspan="4"/>
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<field name="questions_ids" colspan="4" nolabel="1"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Questionnaire Form view -->
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<record model="ir.ui.view" id="view_questionnaire_form">
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<field name="name">Questionnaires</field>
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<field name="model">crm_profiling.questionnaire</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Questionnaires">
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<field name="name" select="1" />
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<newline/>
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<separator string="Questions List" colspan="4"/>
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<field name="questions_ids" colspan="4" nolabel="1"/>
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<newline/>
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<separator string="Description" colspan="4"/>
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<field name="description" colspan="4" select="1" nolabel="1"/>
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</form>
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</field>
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</record>
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<!-- Profiling Answer Tree view -->
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<record model="ir.ui.view" id="view_answer">
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<field name="name">Answers</field>
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<field name="model">crm_profiling.answer</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Answers">
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<field name="question_id" select="1"/>
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<field name="name" select="1"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Answer Form view -->
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<record model="ir.ui.view" id="view_answer_form">
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<field name="name">Answers</field>
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<field name="model">crm_profiling.answer</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Answers">
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<field name="question_id" select="1"/>
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<field name="name" select="1"/>
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</form>
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</field>
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</record>
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<!-- Profiling Questions Tree view -->
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<record model="ir.ui.view" id="view_question_tree">
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<field name="name">Questions</field>
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<field name="model">crm_profiling.question</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Questions">
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<field name="name" select="1" colspan="4"/>
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<field name="answers_ids" colspan="4" nolabel="1"/>
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</tree>
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</field>
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</record>
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<!-- Profiling Questions Form view -->
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<record model="ir.ui.view" id="view_question_form">
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<field name="name">Questions</field>
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<field name="model">crm_profiling.question</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Questions">
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<newline/>
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<field name="name" select="1" />
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<newline/>
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<separator string="Avalaible answers" colspan="4"/>
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<field name="answers_ids" colspan="4" nolabel="1" editable="bottom">
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<tree string="Answers" editable="bottom">
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<field name="name" select="1"/>
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</tree>
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<form string="Answers">
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<field name="name" select="1"/>
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</form>
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</field>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="view_partner_form">
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<field name="name">res.partner.profile.form</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<notebook position="inside">
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<page string="Profiling">
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<button string="Use a questionnaire"
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name="%(wizard_open_questionnaire)d" type="action" colspan="1"
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icon="gtk-justify-fill" />
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<newline/>
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<field name="answers_ids" colspan="4" nolabel="1"/>
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</page>
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</notebook>
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</field>
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</record>
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<!-- CRM Segmentation Form view -->
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<record model="ir.ui.view" id="crm.crm_segmentation-view">
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<field name="name">crm.segmentation.form</field>
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<field name="model">crm.segmentation</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation">
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<notebook>
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<page string="Segmentation">
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<separator string="Segmentation Description" colspan="4"/>
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<field name="name" select="1"/>
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<field name="exclusif"/>
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<newline/>
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<field name="categ_id" colspan="2"/>
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<newline/>
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<field name="description" colspan="4"/>
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<field name="state"/>
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<group col="3" colspan="2">
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<button name="process_start"
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states="not running" string="Compute Segmentation" type="object"
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icon="gtk-apply" />
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<button name="process_stop" states="running"
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string="Stop Process" type="object" icon="gtk-stop" />
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<button name="process_continue" states="running"
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string="Continue Process" type="object" icon="gtk-go-forward" />
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</group>
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</page>
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<page string="Sales Purchase">
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<field name="sales_purchase_active"/>
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<separator string="State of Mind Computation" colspan="4"/>
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<field name="som_interval"/>
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<field name="som_interval_max"/>
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<field name="som_interval_decrease"/>
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<field name="som_interval_default"/>
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<separator string="Segmentation Test" colspan="4"/>
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<field name="segmentation_line" widget="one2many_list" colspan="4"/>
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</page>
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<page string="Profiling">
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<field name="profiling_active" colspan="2"/>
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<separator string="Profiling Options" colspan="4"/>
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<field name="parent_id" colspan="2"/><newline/>
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<separator string="Included Answers :" colspan="2" />
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<separator string="Excluded Answers :" colspan="2"/>
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<field name="answer_yes" nolabel="1" colspan="2"/>
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<field name="answer_no" nolabel="1" colspan="2"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Tree view -->
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<record model="ir.ui.view" id="view_partner_crm_segmentation_tree">
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<field name="name">crm.segmentation.tree</field>
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<field name="model">crm.segmentation</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentations">
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<field name="name"/>
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<field name="description"/>
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<field name="categ_id"/>
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</tree>
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</field>
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</record>
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</data>
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</openerp>
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