200 lines
9.9 KiB
XML
200 lines
9.9 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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<!-- Crm stages -->
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<record model="crm.case.stage" id="stage_lead1">
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<field name="name">New</field>
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<field name="case_default">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">1</field>
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<field name="type">both</field>
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</record>
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<record model="crm.case.stage" id="stage_lead2">
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<field name="name">Dead</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">30</field>
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<field name="type">lead</field>
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</record>
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<record model="crm.case.stage" id="stage_lead3">
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<field name="name">Qualification</field>
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<field name="case_default">1</field>
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<field name="probability">20</field>
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<field name="on_change">1</field>
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<field name="sequence">40</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.case.stage" id="stage_lead4">
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<field name="name">Proposition</field>
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<field name="case_default">1</field>
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<field name="probability">40</field>
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<field name="sequence">50</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.case.stage" id="stage_lead5">
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<field name="name">Negotiation</field>
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<field name="case_default">1</field>
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<field name="probability">60</field>
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<field name="sequence">60</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.case.stage" id="stage_lead6">
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<field name="name">Won</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">100</field>
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<field name="on_change">1</field>
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<field name="sequence">70</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.case.stage" id="stage_lead7">
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<field name="name">Lost</field>
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<field name="case_default">1</field>
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<field name="fold">1</field>
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<field name="probability">0</field>
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<field name="on_change">1</field>
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<field name="sequence">80</field>
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<field name="type">opportunity</field>
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</record>
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<record model="crm.case.section" id="sales_team.section_sales_department">
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<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
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(4, ref('stage_lead3')), (4, ref('stage_lead4')),
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(4, ref('stage_lead5')), (4, ref('stage_lead6')),
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(4, ref('stage_lead7'))]"/>
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</record>
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<!-- crm categories -->
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<record model="crm.case.categ" id="categ_oppor1">
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<field name="name">Product</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor2">
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<field name="name">Software</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor3">
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<field name="name">Services</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor4">
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<field name="name">Information</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor5">
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<field name="name">Design</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor6">
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<field name="name">Training</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor7">
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<field name="name">Consulting</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<record model="crm.case.categ" id="categ_oppor8">
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<field name="name">Other</field>
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<field name="section_id" ref="sales_team.section_sales_department"/>
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<field name="object_id" search="[('model','=','crm.lead')]" model="ir.model"/>
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</record>
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<!-- CRM-related subtypes for messaging / Chatter -->
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<record id="mt_lead_create" model="mail.message.subtype">
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<field name="name">Lead Created</field>
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<field name="hidden" eval="True"/>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Lead created</field>
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</record>
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<record id="mt_lead_stage" model="mail.message.subtype">
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<field name="name">Stage Changed</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Stage changed</field>
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</record>
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<record id="mt_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity won</field>
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</record>
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<record id="mt_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity lost</field>
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</record>
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<!-- Salesteam-related subtypes for messaging / Chatter -->
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<record id="mt_salesteam_lead" model="mail.message.subtype">
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<field name="name">Lead Created</field>
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<field name="sequence">10</field>
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<field name="res_model">crm.case.section</field>
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<field name="default" eval="False"/>
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<field name="parent_id" eval="ref('mt_lead_create')"/>
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<field name="relation_field">section_id</field>
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</record>
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<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
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<field name="name">Opportunity Stage Changed</field>
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<field name="sequence">11</field>
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<field name="res_model">crm.case.section</field>
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<field name="parent_id" eval="ref('mt_lead_stage')"/>
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<field name="relation_field">section_id</field>
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</record>
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<record id="mt_salesteam_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="sequence">12</field>
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<field name="res_model">crm.case.section</field>
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<field name="parent_id" eval="ref('mt_lead_won')"/>
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<field name="relation_field">section_id</field>
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</record>
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<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="sequence">13</field>
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<field name="res_model">crm.case.section</field>
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<field name="default" eval="False"/>
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<field name="parent_id" eval="ref('mt_lead_lost')"/>
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<field name="relation_field">section_id</field>
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</record>
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<!--Definition of an email template with an empty body that will be used in opportunity mailing.
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Used to give a basis for email recipients, name and to ease the definition of a further
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elaborated template. -->
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<record id="email_template_opportunity_mail" model="email.template">
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<field name="name">Lead/Opportunity Mass Mail</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="auto_delete" eval="True"/>
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<field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
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<field name="email_to">${(not object.partner_id and object.email_from)|safe}</field>
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<field name="body_html"></field>
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</record>
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<record id="email_template_opportunity_reminder_mail" model="email.template">
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<field name="name">Reminder to User</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="auto_delete" eval="True"/>
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<field name="email_from">admin@example.com</field>
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<field name="email_to">${(object.user_id != False and object.user_id.email)|safe}</field>
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<field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
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<field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
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<ul>
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<li>Name: ${object.name}</li>
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<li>ID: ${object.id}</li>
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<li>Description: ${object.description}</field></li>
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</ul>]]></field>
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</record>
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</data>
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</openerp>
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