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 <<<<<<< TREE
  11                         <field eval="&quot;&quot;&quot;Contracts flow for services companies.&quot;&quot;&quot;" name="note"/>
  12                         <field eval="1" name="active"/>
  13                         <field eval="&quot;&quot;&quot;Contract Workflow&quot;&quot;&quot;" name="name"/>
  14                 </record>
  15
  16                 <!--
  17                         Process Node
  18                 -->
  19
  20                 <record id="process_node_leads0" model="process.node">
  21                         <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/>
  22                         <field name="model_id" ref="crm.model_crm_case"/>
  23                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  24                         <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
  25                         <field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
  26                         <field name="process_id" ref="process_process_contractworkflow0"/>
  27                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  28                         <field eval="1" name="flow_start"/>
  29                 </record>
  30
  31                 <record id="process_node_partner0" model="process.node">
  32                         <field name="menu_id" ref="base.menu_partner_form"/>
  33                         <field name="model_id" ref="base.model_res_partner"/>
  34                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  35                         <field eval="&quot;&quot;&quot;Partner&quot;&quot;&quot;" name="name"/>
  36                         <field eval="&quot;&quot;&quot;Convert to prospect to business partner&quot;&quot;&quot;" name="note"/>
  37                         <field name="process_id" ref="process_process_contractworkflow0"/>
  38                         <field eval="0" name="flow_start"/>
  39                 </record>
  40
  41                 <record id="process_node_opportunities0" model="process.node">
  42                         <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_oppor11"/>
  43                         <field name="model_id" ref="crm.model_crm_case"/>
  44                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  45                         <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
  46                         <field eval="&quot;&quot;&quot;When a real project/opportunity is detected&quot;&quot;&quot;" name="note"/>
  47                         <field name="process_id" ref="process_process_contractworkflow0"/>
  48                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  49                         <field eval="0" name="flow_start"/>
  50                 </record>
  51
  52                 <record id="process_node_meeting0" model="process.node">
  53                         <field name="menu_id" ref="crm_configuration.menu_crm_case_category_act_meetings"/>
  54                         <field name="model_id" ref="crm.model_crm_case"/>
  55                         <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  56                         <field eval="&quot;&quot;&quot;Meeting&quot;&quot;&quot;" name="name"/>
  57                         <field eval="&quot;&quot;&quot;Schedule a normal or phone meeting&quot;&quot;&quot;" name="note"/>
  58                         <field name="process_id" ref="process_process_contractworkflow0"/>
  59                         <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  60                         <field eval="0" name="flow_start"/>
  61                 </record>
  62
  63                 <record id="process_node_contractanalytic0" model="process.node">
  64                         <field name="menu_id" ref="account.account_analytic_def_account"/>
  65                         <field name="model_id" ref="account.model_account_analytic_account"/>
  66                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  67                         <field eval="&quot;&quot;&quot;Analytic account&quot;&quot;&quot;" name="name"/>
  68                         <field eval="&quot;&quot;&quot;Reflect the contract made with customer&quot;&quot;&quot;" name="note"/>
  69                         <field name="process_id" ref="process_process_contractworkflow0"/>
  70                         <field eval="0" name="flow_start"/>
  71                 </record>
  72
  73                 <record id="process_node_contractpricelist0" model="process.node">
  74                         <field name="menu_id" ref="product.menu_product_pricelist_action2"/>
  75                         <field name="model_id" ref="product.model_product_pricelist"/>
  76                         <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  77                         <field eval="&quot;&quot;&quot;Contract Pricelist&quot;&quot;&quot;" name="name"/>
  78                         <field eval="&quot;&quot;&quot;Contract Volume (pricelist)&quot;&quot;&quot;" name="note"/>
  79                         <field name="process_id" ref="process_process_contractworkflow0"/>
  80                         <field eval="0" name="flow_start"/>
  81                 </record>
  82
  83                 <!--
  84                         Process Transition
  85                 -->
  86
  87                 <record id="process_transition_leadopportunity0" 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 Opportunity&quot;&quot;&quot;" name="name"/>
  91                         <field eval="&quot;&quot;&quot;Creating business opportunities from leads&quot;&quot;&quot;" name="note"/>
  92                         <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
  93                         <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
  94                 </record>
  95
  96                 <record id="process_transition_leadpartner0" 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;Lead Partner&quot;&quot;&quot;" name="name"/>
 100                         <field eval="&quot;&quot;&quot;Prospect is converting to business partner&quot;&quot;&quot;" name="note"/>
 101                         <field model="process.node" name="target_node_id" ref="process_node_partner0"/>
 102                         <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
 103                 </record>
 104
 105                 <record id="process_transition_opportunitymeeting0" 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 Meeting&quot;&quot;&quot;" name="name"/>
 109                         <field eval="&quot;&quot;&quot;Normal or phone meeting for opportunity&quot;&quot;&quot;" name="note"/>
 110                         <field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
 111                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 112                 </record>
 113
 114                 <record id="process_transition_opportunitypricelist0" 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 Pricelist&quot;&quot;&quot;" name="name"/>
 118                         <field eval="&quot;&quot;&quot;Opporunity convert to the Pricelist&quot;&quot;&quot;" name="note"/>
 119                         <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
 120                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 121                 </record>
 122
 123                 <record id="process_transition_opportunityanalytic0" model="process.transition">
 124                         <field eval="[(6,0,[])]" name="role_ids"/>
 125                         <field eval="[(6,0,[])]" name="transition_ids"/>
 126                         <field eval="&quot;&quot;&quot;Opportunity Analytic&quot;&quot;&quot;" name="name"/>
 127                         <field eval="&quot;&quot;&quot;Analytic Account&quot;&quot;&quot;" name="note"/>
 128                         <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
 129                         <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 130                 </record>
 131 =======
 132             <field eval="&quot;&quot;&quot;Contracts flow for services companies.&quot;&quot;&quot;" name="note"/>
 133             <field eval="1" name="active"/>
 134             <field eval="&quot;&quot;&quot;Contract Workflow&quot;&quot;&quot;" name="name"/>
 135         </record>
 136
 137         <!--
 138             Process Node
 139         -->
 140
 141         <record id="process_node_leads0" model="process.node">
 142             <field name="model_id" ref="crm.model_crm_case"/>
 143             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 144             <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
 145             <field eval="&quot;&quot;&quot;Premier Contact Leads&quot;&quot;&quot;" name="note"/>
 146             <field name="process_id" ref="process_process_contractworkflow0"/>
 147             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
 148             <field eval="1" name="flow_start"/>
 149         </record>
 150
 151         <record id="process_node_opportunities0" model="process.node">
 152             <field name="model_id" ref="crm.model_crm_case"/>
 153             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 154             <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
 155             <field eval="&quot;&quot;&quot;Business Opportunities&quot;&quot;&quot;" name="note"/>
 156             <field name="process_id" ref="process_process_contractworkflow0"/>
 157             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
 158             <field eval="0" name="flow_start"/>
 159         </record>
 160
 161         <record id="process_node_accord0" model="process.node">
 162             <field name="model_id" ref="crm.model_crm_case"/>
 163             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
 164             <field eval="&quot;&quot;&quot;Accord&quot;&quot;&quot;" name="name"/>
 165             <field eval="&quot;&quot;&quot;Accord Client Contract&quot;&quot;&quot;" name="note"/>
 166             <field name="process_id" ref="process_process_contractworkflow0"/>
 167             <field eval="&quot;&quot;&quot;object.state=='done'&quot;&quot;&quot;" name="model_states"/>
 168             <field eval="0" name="flow_start"/>
 169         </record>
 170
 171         <record id="process_node_contractanalytic0" model="process.node">
 172             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 173             <field eval="&quot;&quot;&quot;Contract Analytic&quot;&quot;&quot;" name="name"/>
 174             <field eval="&quot;&quot;&quot;Analytic Accounts&quot;&quot;&quot;" name="note"/>
 175             <field name="process_id" ref="process_process_contractworkflow0"/>
 176             <field eval="0" name="flow_start"/>
 177         </record>
 178
 179         <record id="process_node_contractpricelist0" model="process.node">
 180             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 181             <field eval="&quot;&quot;&quot;Contract Pricelist&quot;&quot;&quot;" name="name"/>
 182             <field eval="&quot;&quot;&quot;Contract Volume (pricelist)&quot;&quot;&quot;" name="note"/>
 183             <field name="process_id" ref="process_process_contractworkflow0"/>
 184             <field eval="0" name="flow_start"/>
 185         </record>
 186
 187         <!--
 188             Process Transition
 189         -->
 190
 191         <record id="process_transition_leadopportunity0" model="process.transition">
 192             <field eval="[(6,0,[])]" name="role_ids"/>
 193             <field eval="[(6,0,[])]" name="transition_ids"/>
 194             <field eval="&quot;&quot;&quot;Lead Opportunity&quot;&quot;&quot;" name="name"/>
 195             <field eval="&quot;&quot;&quot;Creating business opportunities from leads&quot;&quot;&quot;" name="note"/>
 196             <field model="process.node" name="target_node_id" ref="process_node_opportunities0"/>
 197             <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
 198         </record>
 199
 200         <record id="process_transition_opportunitiesaccord0" model="process.transition">
 201             <field eval="[(6,0,[])]" name="role_ids"/>
 202             <field eval="[(6,0,[])]" name="transition_ids"/>
 203             <field eval="&quot;&quot;&quot;Opportunities Accord&quot;&quot;&quot;" name="name"/>
 204             <field eval="&quot;&quot;&quot;When leads are confirmed&quot;&quot;&quot;" name="note"/>
 205             <field model="process.node" name="target_node_id" ref="process_node_accord0"/>
 206             <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
 207         </record>
 208
 209         <record id="process_transition_accordanalytic0" model="process.transition">
 210             <field eval="[(6,0,[])]" name="role_ids"/>
 211             <field eval="[(6,0,[])]" name="transition_ids"/>
 212             <field eval="&quot;&quot;&quot;Accord Analytic&quot;&quot;&quot;" name="name"/>
 213             <field eval="&quot;&quot;&quot;Goes into the Analytic&quot;&quot;&quot;" name="note"/>
 214             <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
 215             <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
 216         </record>
 217
 218         <record id="process_transition_accordpricelist0" model="process.transition">
 219             <field eval="[(6,0,[])]" name="role_ids"/>
 220             <field eval="[(6,0,[])]" name="transition_ids"/>
 221             <field eval="&quot;&quot;&quot;Accord Pricelist&quot;&quot;&quot;" name="name"/>
 222             <field eval="&quot;&quot;&quot;Goes into the Pricelist&quot;&quot;&quot;" name="note"/>
 223             <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
 224             <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
 225         </record>
 226 >>>>>>> MERGE-SOURCE
 227
 228     </data>
 229 </openerp>