addons/crm_configuration/process/crm_configuration_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process
   7         -->
   8
   9         <record id="process_process_contractworkflow0" model="process.process">
  10                         <field eval="&quot;&quot;&quot;Contracts flow for services companies.&quot;&quot;&quot;" name="note"/>
  11                         <field eval="1" name="active"/>
  12                         <field eval="&quot;&quot;&quot;Contract Workflow&quot;&quot;&quot;" name="name"/>
  13                 </record>
  14
  15                 <!--
  16                         Process Node
  17                 -->
  18
  19                 <record id="process_node_leads0" model="process.node">
  20                         <field name="model_id" ref="crm.model_crm_case"/>
  21                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  22                         <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
  23                         <field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
  24                         <field name="process_id" ref="process_process_contractworkflow0"/>
  25                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  26                         <field eval="1" name="flow_start"/>
  27                 </record>
  28
  29                 <record id="process_node_partner0" model="process.node">
  30                         <field name="model_id" ref="base.model_res_partner"/>
  31                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  32                         <field eval="&quot;&quot;&quot;Partner&quot;&quot;&quot;" name="name"/>
  33                         <field eval="&quot;&quot;&quot;Convert to prospect to business partner&quot;&quot;&quot;" name="note"/>
  34                         <field name="process_id" ref="process_process_contractworkflow0"/>
  35                         <field eval="0" name="flow_start"/>
  36                 </record>
  37
  38                 <record id="process_node_opportunities0" model="process.node">
  39                         <field name="model_id" ref="crm.model_crm_case"/>
  40                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  41                         <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
  42                         <field eval="&quot;&quot;&quot;When a real project/opportunity is detected&quot;&quot;&quot;" name="note"/>
  43                         <field name="process_id" ref="process_process_contractworkflow0"/>
  44                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  45                         <field eval="0" name="flow_start"/>
  46                 </record>
  47
  48                 <record id="process_node_meeting0" model="process.node">
  49                         <field name="model_id" ref="crm.model_crm_case"/>
  50                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  51                         <field eval="&quot;&quot;&quot;Meeting&quot;&quot;&quot;" name="name"/>
  52                         <field eval="&quot;&quot;&quot;Schedule a normal or phone meeting&quot;&quot;&quot;" name="note"/>
  53                         <field name="process_id" ref="process_process_contractworkflow0"/>
  54                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  55                         <field eval="0" name="flow_start"/>
  56                 </record>
  57
  58                 <record id="process_node_contractanalytic0" model="process.node">
  59                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  60                         <field eval="&quot;&quot;&quot;Analytic account&quot;&quot;&quot;" name="name"/>
  61                         <field eval="&quot;&quot;&quot;Reflect the contract made with customer&quot;&quot;&quot;" name="note"/>
  62                         <field name="process_id" ref="process_process_contractworkflow0"/>
  63                         <field eval="0" name="flow_start"/>
  64                 </record>
  65
  66                 <record id="process_node_contractpricelist0" model="process.node">
  67                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  68                         <field eval="&quot;&quot;&quot;Contract Pricelist&quot;&quot;&quot;" name="name"/>
  69                         <field eval="&quot;&quot;&quot;Contract Volume (pricelist)&quot;&quot;&quot;" name="note"/>
  70                         <field name="process_id" ref="process_process_contractworkflow0"/>
  71                         <field eval="0" name="flow_start"/>
  72                 </record>
  73
  74                 <!--
  75                         Process Transition
  76                 -->
  77
  78                 <record id="process_transition_leadopportunity0" model="process.transition">
  79                         <field eval="[(6,0,[])]" name="role_ids"/>
  80                         <field eval="[(6,0,[])]" name="transition_ids"/>
  81                         <field eval="&quot;&quot;&quot;Lead Opportunity&quot;&quot;&quot;" name="name"/>
  82                         <field eval="&quot;&quot;&quot;Creating business opportunities from leads&quot;&quot;&quot;" name="note"/>
  83                         <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
  84                         <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  85                 </record>
  86
  87                 <record id="process_transition_leadpartner0" model="process.transition">
  88                         <field eval="[(6,0,[])]" name="role_ids"/>
  89                         <field eval="[(6,0,[])]" name="transition_ids"/>
  90                         <field eval="&quot;&quot;&quot;Lead Partner&quot;&quot;&quot;" name="name"/>
  91                         <field eval="&quot;&quot;&quot;Prospect is converting to business partner&quot;&quot;&quot;" name="note"/>
  92                         <field model="process.node" name="target_node_id" ref="process_node_partner0"/>
  93                         <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  94                 </record>
  95
  96                 <record id="process_transition_opportunitymeeting0" model="process.transition">
  97                         <field eval="[(6,0,[])]" name="role_ids"/>
  98                         <field eval="[(6,0,[])]" name="transition_ids"/>
  99                         <field eval="&quot;&quot;&quot;Opportunity Meeting&quot;&quot;&quot;" name="name"/>
 100                         <field eval="&quot;&quot;&quot;Normal or phone meeting for opportunity&quot;&quot;&quot;" name="note"/>
 101                         <field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
 102                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 103                 </record>
 104
 105                 <record id="process_transition_opportunitypricelist0" model="process.transition">
 106                         <field eval="[(6,0,[])]" name="role_ids"/>
 107                         <field eval="[(6,0,[])]" name="transition_ids"/>
 108                         <field eval="&quot;&quot;&quot;Opportunity Pricelist&quot;&quot;&quot;" name="name"/>
 109                         <field eval="&quot;&quot;&quot;Opporunity convert to the Pricelist&quot;&quot;&quot;" name="note"/>
 110                         <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
 111                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 112                 </record>
 113
 114                 <record id="process_transition_opportunityanalytic0" model="process.transition">
 115                         <field eval="[(6,0,[])]" name="role_ids"/>
 116                         <field eval="[(6,0,[])]" name="transition_ids"/>
 117                         <field eval="&quot;&quot;&quot;Opportunity Analytic&quot;&quot;&quot;" name="name"/>
 118                         <field eval="&quot;&quot;&quot;Analytic Account&quot;&quot;&quot;" name="note"/>
 119                         <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
 120                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 121                 </record>
 122
 123     </data>
 124 </openerp>