addons/crm/crm_lead_data.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   4
   5         <!-- Crm stages -->
   6         <record model="crm.stage" id="stage_lead1">
   7             <field name="name">New</field>
   8             <field name="case_default">1</field>
   9             <field name="probability">0</field>
  10             <field name="on_change">1</field>
  11             <field name="sequence">1</field>
  12             <field name="type">both</field>
  13         </record>
  14         <record model="crm.stage" id="stage_lead2">
  15             <field name="name">Dead</field>
  16             <field name="case_default">1</field>
  17             <field name="fold">1</field>
  18             <field name="probability">0</field>
  19             <field name="on_change">1</field>
  20             <field name="sequence">30</field>
  21             <field name="type">lead</field>
  22         </record>
  23         <record model="crm.stage" id="stage_lead3">
  24             <field name="name">Qualification</field>
  25             <field name="case_default">1</field>
  26             <field name="probability">20</field>
  27             <field name="on_change">1</field>
  28             <field name="sequence">40</field>
  29             <field name="type">opportunity</field>
  30         </record>
  31         <record model="crm.stage" id="stage_lead4">
  32             <field name="name">Proposition</field>
  33             <field name="case_default">1</field>
  34             <field name="probability">40</field>
  35             <field name="sequence">50</field>
  36             <field name="type">opportunity</field>
  37         </record>
  38         <record model="crm.stage" id="stage_lead5">
  39             <field name="name">Negotiation</field>
  40             <field name="case_default">1</field>
  41             <field name="probability">60</field>
  42             <field name="sequence">60</field>
  43             <field name="type">opportunity</field>
  44         </record>
  45         <record model="crm.stage" id="stage_lead6">
  46             <field name="name">Won</field>
  47             <field name="case_default">1</field>
  48             <field name="fold">1</field>
  49             <field name="probability">100</field>
  50             <field name="on_change">1</field>
  51             <field name="sequence">70</field>
  52             <field name="type">opportunity</field>
  53         </record>
  54         <record model="crm.stage" id="stage_lead7">
  55             <field name="name">Lost</field>
  56             <field name="case_default">1</field>
  57             <field name="fold">1</field>
  58             <field name="probability">0</field>
  59             <field name="on_change">1</field>
  60             <field name="sequence">80</field>
  61             <field name="type">opportunity</field>
  62         </record>
  63
  64         <record model="crm.team" id="sales_team.team_sales_department">
  65             <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
  66                                             (4, ref('stage_lead3')), (4, ref('stage_lead4')),
  67                                             (4, ref('stage_lead5')), (4, ref('stage_lead6')),
  68                                             (4, ref('stage_lead7'))]"/>
  69         </record>
  70
  71         <!-- Crm Campain -->
  72         <record model="crm.tracking.campaign" id="crm_campaign_fall_drive">
  73             <field name="name">Fall Drive</field>
  74             <field name="team_id" ref="sales_team.team_sales_department"/>
  75         </record>
  76         <record model="crm.tracking.campaign" id="crm_campaign_christmas_special">
  77             <field name="name">Christmas Special</field>
  78             <field name="team_id" ref="sales_team.team_sales_department"/>
  79         </record>
  80         <record model="crm.tracking.campaign" id="crm_campaign_email_campaign_services">
  81             <field name="name">Email Campaign - Services</field>
  82             <field name="team_id" ref="sales_team.team_sales_department"/>
  83         </record>
  84         <record model="crm.tracking.campaign" id="crm_campaign_email_campaign_products">
  85             <field name="name">Email Campaign - Products</field>
  86             <field name="team_id" ref="sales_team.team_sales_department"/>
  87         </record>
  88         <!--  crm categories -->
  89         <record model="crm.lead.tag" id="categ_oppor1">
  90             <field name="name">Product</field>
  91             <field name="team_id" ref="sales_team.team_sales_department"/>
  92         </record>
  93         <record model="crm.lead.tag" id="categ_oppor2">
  94             <field name="name">Software</field>
  95             <field name="team_id" ref="sales_team.team_sales_department"/>
  96         </record>
  97         <record model="crm.lead.tag" id="categ_oppor3">
  98             <field name="name">Services</field>
  99             <field name="team_id" ref="sales_team.team_sales_department"/>
 100         </record>
 101         <record model="crm.lead.tag" id="categ_oppor4">
 102             <field name="name">Information</field>
 103             <field name="team_id" ref="sales_team.team_sales_department"/>
 104         </record>
 105         <record model="crm.lead.tag" id="categ_oppor5">
 106             <field name="name">Design</field>
 107             <field name="team_id" ref="sales_team.team_sales_department"/>
 108         </record>
 109         <record model="crm.lead.tag" id="categ_oppor6">
 110             <field name="name">Training</field>
 111             <field name="team_id" ref="sales_team.team_sales_department"/>
 112         </record>
 113         <record model="crm.lead.tag" id="categ_oppor7">
 114             <field name="name">Consulting</field>
 115             <field name="team_id" ref="sales_team.team_sales_department"/>
 116         </record>
 117         <record model="crm.lead.tag" id="categ_oppor8">
 118             <field name="name">Other</field>
 119             <field name="team_id" ref="sales_team.team_sales_department"/>
 120         </record>
 121
 122         <!-- CRM-related subtypes for messaging / Chatter -->
 123         <record id="mt_lead_create" model="mail.message.subtype">
 124             <field name="name">Lead Created</field>
 125             <field name="hidden" eval="True"/>
 126             <field name="res_model">crm.lead</field>
 127             <field name="default" eval="False"/>
 128             <field name="description">Lead created</field>
 129         </record>
 130         <record id="mt_lead_stage" model="mail.message.subtype">
 131             <field name="name">Stage Changed</field>
 132             <field name="res_model">crm.lead</field>
 133             <field name="default" eval="False"/>
 134             <field name="description">Stage changed</field>
 135         </record>
 136         <record id="mt_lead_won" model="mail.message.subtype">
 137             <field name="name">Opportunity Won</field>
 138             <field name="res_model">crm.lead</field>
 139             <field name="default" eval="False"/>
 140             <field name="description">Opportunity won</field>
 141         </record>
 142         <record id="mt_lead_lost" model="mail.message.subtype">
 143             <field name="name">Opportunity Lost</field>
 144             <field name="res_model">crm.lead</field>
 145             <field name="default" eval="False"/>
 146             <field name="description">Opportunity lost</field>
 147         </record>
 148         <!-- Salesteam-related subtypes for messaging / Chatter -->
 149         <record id="mt_salesteam_lead" model="mail.message.subtype">
 150             <field name="name">Lead Created</field>
 151             <field name="sequence">10</field>
 152             <field name="res_model">crm.team</field>
 153             <field name="default" eval="False"/>
 154             <field name="parent_id" eval="ref('mt_lead_create')"/>
 155             <field name="relation_field">team_id</field>
 156         </record>
 157         <record id="mt_salesteam_lead_stage" model="mail.message.subtype">
 158             <field name="name">Opportunity Stage Changed</field>
 159             <field name="sequence">11</field>
 160             <field name="res_model">crm.team</field>
 161             <field name="parent_id" eval="ref('mt_lead_stage')"/>
 162             <field name="relation_field">team_id</field>
 163         </record>
 164         <record id="mt_salesteam_lead_won" model="mail.message.subtype">
 165             <field name="name">Opportunity Won</field>
 166             <field name="sequence">12</field>
 167             <field name="res_model">crm.team</field>
 168             <field name="parent_id" eval="ref('mt_lead_won')"/>
 169             <field name="relation_field">team_id</field>
 170         </record>
 171         <record id="mt_salesteam_lead_lost" model="mail.message.subtype">
 172             <field name="name">Opportunity Lost</field>
 173             <field name="sequence">13</field>
 174             <field name="res_model">crm.team</field>
 175             <field name="default" eval="False"/>
 176             <field name="parent_id" eval="ref('mt_lead_lost')"/>
 177             <field name="relation_field">team_id</field>
 178         </record>
 179
 180         <!--Definition of an email template with an empty body that will be used in opportunity mailing.
 181             Used to give a basis for email recipients, name and to ease the definition of a further
 182             elaborated template.  -->
 183         <record id="email_template_opportunity_mail" model="email.template">
 184             <field name="name">Lead/Opportunity Mass Mail</field>
 185             <field name="model_id" ref="crm.model_crm_lead"/>
 186             <field name="auto_delete" eval="True"/>
 187             <field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
 188             <field name="email_to">${(not object.partner_id and object.email_from)|safe}</field>
 189             <field name="body_html"></field>
 190         </record>
 191         <record id="email_template_opportunity_reminder_mail" model="email.template">
 192             <field name="name">Reminder to User</field>
 193             <field name="model_id" ref="crm.model_crm_lead"/>
 194             <field name="auto_delete" eval="True"/>
 195             <field name="email_from">admin@example.com</field>
 196             <field name="email_to">${(object.user_id != False and object.user_id.email)|safe}</field>
 197             <field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
 198             <field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
 199 <ul>
 200 <li>Name: ${object.name}</li>
 201 <li>ID: ${object.id}</li>
 202 <li>Description: ${object.description}</field></li>
 203 </ul>]]></field>
 204         </record>
 205
 206     </data>
 207 </openerp>