addons/sale/process/sale_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process
   7         -->
   8
   9         <record id="process_process_salesworkflow0" model="process.process">
  10             <field eval="1" name="active"/>
  11             <field eval="'From the quotation to the delivery and invoices.'" name="note"/>
  12             <field eval="'Sales Workflow'" name="name"/>
  13         </record>
  14
  15         <!--
  16             Process Node
  17         -->
  18
  19         <record id="process_node_order0" model="process.node">
  20             <field name="menu_id" ref="sale.menu_sale_order"/>
  21             <field name="model_id" ref="sale.model_sale_order"/>
  22             <field eval="'subflow'" name="kind"/>
  23             <field eval="'Order'" name="name"/>
  24             <field eval="'After confirming order, Create the invoice.'" name="note"/>
  25             <field name="process_id" ref="account.process_process_invoiceworkflow0"/>
  26             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  27             <field name="model_states">object.state=='draft'</field>
  28             <field eval="1" name="flow_start"/>
  29         </record>
  30
  31         <record id="process_node_saleorderprocurement0" model="process.node">
  32             <field name="menu_id" ref="sale.menu_sale_order"/>
  33             <field name="model_id" ref="sale.model_sale_order"/>
  34             <field eval="'subflow'" name="kind"/>
  35             <field eval="'Sale Order Procurement'" name="name"/>
  36             <field eval="'Procurement for each line'" name="note"/>
  37             <field name="process_id" ref="mrp.process_process_procurementworkflow0"/>
  38             <field name="subflow_id" ref="process_process_salesworkflow0"/>
  39             <field name="model_states">object.state in ('draft','waiting_date','manual','progress','shipping_except','invoice_except','done','cancel')</field>
  40             <field eval="1" name="flow_start"/>
  41         </record>
  42
  43         <record id="process_node_quotation0" model="process.node">
  44             <field name="menu_id" ref="sale.menu_action_order_tree10"/>
  45             <field name="model_id" ref="sale.model_sale_order"/>
  46 <<<<<<< TREE
  47             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  48             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="name"/>
  49             <field eval="&quot;&quot;&quot;Quotation (A sale order in draft state)&quot;&quot;&quot;" name="note"/>
  50 =======
  51             <field eval="'state'" name="kind"/>
  52             <field eval="'Quotation'" name="name"/>
  53             <field eval="'Quotations are sales order in draft state.'" name="note"/>
  54 >>>>>>> MERGE-SOURCE
  55             <field name="process_id" ref="process_process_salesworkflow0"/>
  56 <<<<<<< TREE
  57             <field eval="&quot;&quot;&quot;object.state=='draft'&quot;&quot;&quot;" name="model_states"/>
  58             <field eval="0" name="flow_start"/>
  59 =======
  60             <field name="model_states">object.state=='draft'</field>
  61             <field eval="1" name="flow_start"/>
  62 >>>>>>> MERGE-SOURCE
  63         </record>
  64
  65         <record id="process_node_saleorder0" model="process.node">
  66             <field name="menu_id" ref="sale.menu_action_order_tree9"/>
  67             <field name="model_id" ref="sale.model_sale_order"/>
  68 <<<<<<< TREE
  69             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  70             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="name"/>
  71             <field eval="&quot;&quot;&quot;Ok&quot;&quot;&quot;" name="note"/>
  72 =======
  73             <field eval="'Sale Order'" name="name"/>
  74             <field eval="'Confirmed by the customer.'" name="note"/>
  75 >>>>>>> MERGE-SOURCE
  76             <field name="process_id" ref="process_process_salesworkflow0"/>
  77             <field name="model_states">object.state in ('waiting_date','manual','progress')</field>
  78         </record>
  79
  80         <record id="process_node_saleprocurement0" model="process.node">
  81             <field name="menu_id" ref="mrp.menu_mrp_procurement_action"/>
  82             <field name="model_id" ref="mrp.model_mrp_procurement"/>
  83             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  84             <field eval="&quot;&quot;&quot;Procurement&quot;&quot;&quot;" name="name"/>
  85             <field eval="&quot;&quot;&quot;One procurement for each product.&quot;&quot;&quot;" name="note"/>
  86             <field name="process_id" ref="process_process_salesworkflow0"/>
  87             <field eval="&quot;&quot;&quot;object.state=='confirmed'&quot;&quot;&quot;" name="model_states"/>
  88             <field eval="1" name="flow_start"/>
  89         </record>
  90
  91         <record id="process_node_packinglist0" model="process.node">
  92             <field name="menu_id" ref="stock.menu_picking_waiting"/>
  93             <field name="model_id" ref="stock.model_stock_picking"/>
  94 <<<<<<< TREE
  95             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  96             <field eval="&quot;&quot;&quot;Outgoing Products&quot;&quot;&quot;" name="name"/>
  97             <field eval="&quot;&quot;&quot;Packing OUT is created for stockable products.&quot;&quot;&quot;" name="note"/>
  98 =======
  99             <field eval="'Packing List'" name="name"/>
 100             <field eval="'The worker have to pack the requested products.'" name="note"/>
 101 >>>>>>> MERGE-SOURCE
 102             <field name="process_id" ref="process_process_salesworkflow0"/>
 103             <field name="model_states">object.state in ('assigned', 'confirmed')</field>
 104         </record>
 105
 106         <record id="process_node_deliveryorder0" model="process.node">
 107             <field name="menu_id" ref="stock.menu_picking_waiting_delivery"/>
 108             <field name="model_id" ref="stock.model_stock_picking"/>
 109 <<<<<<< TREE
 110             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
 111             <field eval="&quot;&quot;&quot;Delivery Order&quot;&quot;&quot;" name="name"/>
 112             <field eval="&quot;&quot;&quot;Delivery, from the warehouse to the customer.&quot;&quot;&quot;" name="note"/>
 113 =======
 114             <field eval="'state'" name="kind"/>
 115             <field eval="'Delivery Order'" name="name"/>
 116             <field eval="'The delivery order document, when boxes leaves the warehouse.'" name="note"/>
 117 >>>>>>> MERGE-SOURCE
 118             <field name="process_id" ref="process_process_salesworkflow0"/>
 119             <field name="model_states">object.state in ('done')</field>
 120         </record>
 121
 122         <record id="process_node_invoice0" model="process.node">
 123             <field name="menu_id" ref="account.menu_invoice_draft"/>
 124             <field name="model_id" ref="account.model_account_invoice"/>
 125 <<<<<<< TREE
 126             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 127             <field eval="&quot;&quot;&quot;Draft Invoice&quot;&quot;&quot;" name="name"/>
 128             <field eval="&quot;&quot;&quot;Draft customer invoice, to be reviewed by accountant.&quot;&quot;&quot;" name="note"/>
 129 =======
 130             <field eval="'subflow'" name="kind"/>
 131             <field eval="'Invoice'" name="name"/>
 132             <field eval="'Invoice based on the sale order.'" name="note"/>
 133 >>>>>>> MERGE-SOURCE
 134             <field name="process_id" ref="process_process_salesworkflow0"/>
 135             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
 136         </record>
 137
 138         <record id="process_node_invoiceafterdelivery0" model="process.node">
 139             <field name="menu_id" ref="account.menu_invoice_draft"/>
 140             <field name="model_id" ref="account.model_account_invoice"/>
 141 <<<<<<< TREE
 142             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
 143             <field eval="&quot;&quot;&quot;Draft Invoice&quot;&quot;&quot;" name="name"/>
 144             <field eval="&quot;&quot;&quot;Invoice based on packing lists&quot;&quot;&quot;" name="note"/>
 145 =======
 146             <field eval="'subflow'" name="kind"/>
 147             <field eval="'Invoice on Packing'" name="name"/>
 148             <field eval="'In case you invoice based on packings'" name="note"/>
 149 >>>>>>> MERGE-SOURCE
 150             <field name="process_id" ref="process_process_salesworkflow0"/>
 151             <field name="subflow_id" ref="account.process_process_invoiceworkflow0"/>
 152             <field eval="0" name="flow_start"/>
 153         </record>
 154
 155         <!--
 156             Process Condition
 157         -->
 158
 159         <record id="process_condition_conditionafterdelivery0" model="process.condition">
 160             <field name="model_id" ref="sale.model_sale_order"/>
 161             <field name="node_id" ref="process_node_invoiceafterdelivery0"/>
 162             <field name="model_states">object.order_policy=='postpaid'</field>
 163             <field eval="'condition_after_delivery'" name="name"/>
 164         </record>
 165
 166         <!--
 167             Process Transition
 168         -->
 169
 170         <record id="res_roles_salesman0" model="res.roles">
 171             <field eval="'Salesman'" name="name"/>
 172         </record>
 173
 174         <record id="sale.trans_draft_router" model="workflow.transition">
 175             <field name="role_id" ref="res_roles_salesman0"/>
 176         </record>
 177
 178         <record id="sale.trans_wait_invoice_invoice_manual" model="workflow.transition">
 179             <field name="role_id" ref="res_roles_salesman0"/>
 180         </record>
 181
 182         <record id="process_transition_confirmquotation0" model="process.transition">
 183             <field eval="[(6,0,[])]" name="transition_ids"/>
 184             <field eval="'Confirm Quotation'" name="name"/>
 185             <field eval="'Whenever confirm button is clicked, the draft state is moved to manual. that is, quotation is moved to  sale order.'" name="note"/>
 186             <field model="process.node" name="target_node_id" ref="process_node_saleorder0"/>
 187             <field model="process.node" name="source_node_id" ref="process_node_quotation0"/>
 188             <field eval="[(6,0,[ref('sale.trans_draft_router')])]" name="transition_ids"/>
 189         </record>
 190
 191         <record id="process_transition_saleprocurement0" model="process.transition">
 192             <field eval="[(6,0,[])]" name="transition_ids"/>
 193             <field eval="&quot;&quot;&quot;Sale Procurement&quot;&quot;&quot;" name="name"/>
 194             <field eval="&quot;&quot;&quot;Procurement is created after confirmation of sale order.&quot;&quot;&quot;" name="note"/>
 195             <field model="process.node" name="target_node_id" ref="process_node_saleprocurement0"/>
 196             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 197         </record>
 198
 199         <record id="process_transition_packing0" model="process.transition">
 200             <field eval="[(6,0,[])]" name="transition_ids"/>
 201             <field eval="'Packing'" name="name"/>
 202             <field eval="'Packing list is created when the Assign button is being clicked after confirming the sale order. This transaction moves the sale order to packing list.'" name="note"/>
 203             <field model="process.node" name="target_node_id" ref="process_node_packinglist0"/>
 204             <field model="process.node" name="source_node_id" ref="process_node_saleprocurement0"/>
 205         </record>
 206
 207         <record id="process_transition_deliver0" model="process.transition">
 208             <field eval="[(6,0,[])]" name="transition_ids"/>
 209             <field eval="'Deliver'" name="name"/>
 210             <field eval="'Confirming the packing list moves them to delivery order. This can be done by clicking on the Validate button.'" name="note"/>
 211             <field model="process.node" name="target_node_id" ref="process_node_deliveryorder0"/>
 212             <field model="process.node" name="source_node_id" ref="process_node_packinglist0"/>
 213         </record>
 214
 215         <record id="process_transition_invoice0" model="process.transition">
 216             <field eval="[(6,0,[])]" name="transition_ids"/>
 217             <field eval="'Invoice'" name="name"/>
 218             <field eval="'Invoice is created when Create Invoice is being clicked after confirming the sale order. This transaction moves the sale order to invoices.'" name="note"/>
 219             <field model="process.node" name="target_node_id" ref="process_node_invoice0"/>
 220             <field model="process.node" name="source_node_id" ref="process_node_saleorder0"/>
 221             <field eval="[(6,0,[ref('sale.trans_wait_invoice_invoice_manual')])]" name="transition_ids"/>
 222         </record>
 223
 224         <record id="process_transition_invoiceafterdelivery0" model="process.transition">
 225             <field eval="[(6,0,[])]" name="transition_ids"/>
 226             <field eval="'Invoice after delivery'" name="name"/>
 227             <field eval="'When you select Shipping Ploicy = Automatic Invoice after delivery , it will automatic create after delivery.'" name="note"/>
 228             <field model="process.node" name="target_node_id" ref="process_node_invoiceafterdelivery0"/>
 229             <field model="process.node" name="source_node_id" ref="process_node_packinglist0"/>
 230         </record>
 231
 232         <record id="process_transition_saleorderprocurement0" model="process.transition">
 233             <field eval="[(6,0,[])]" name="role_ids"/>
 234             <field eval="[(6,0,[])]" name="transition_ids"/>
 235             <field eval="'Sale Procurement'" name="name"/>
 236             <field eval="'In sale order , procuerement for each line and it comes into the procurement order'" name="note"/>
 237             <field model="process.node" name="target_node_id" ref="mrp.process_node_procureproducts0"/>
 238             <field model="process.node" name="source_node_id" ref="process_node_saleorderprocurement0"/>
 239         </record>
 240
 241         <record id="process_transition_saleinvoice0" model="process.transition">
 242             <field eval="[(6,0,[])]" name="role_ids"/>
 243             <field eval="[(6,0,[])]" name="transition_ids"/>
 244             <field eval="'Sale Invoice'" name="name"/>
 245             <field eval="'Confirm sale order and Create invoice.'" name="note"/>
 246             <field model="process.node" name="target_node_id" ref="account.process_node_draftinvoices0"/>
 247             <field model="process.node" name="source_node_id" ref="process_node_order0"/>
 248         </record>
 249
 250         <!--
 251             Process Action
 252         -->
 253
 254         <record id="process_transition_action_confirm0" model="process.transition.action">
 255             <field eval="'action_wait'" name="action"/>
 256             <field eval="'object'" name="state"/>
 257             <field eval="'Confirm'" name="name"/>
 258             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 259         </record>
 260
 261         <record id="process_transition_action_cancel0" model="process.transition.action">
 262             <field eval="'action_cancel'" name="action"/>
 263             <field eval="'object'" name="state"/>
 264             <field eval="'Cancel'" name="name"/>
 265             <field name="transition_id" ref="process_transition_confirmquotation0"/>
 266         </record>
 267
 268         <record id="process_transition_action_assign0" model="process.transition.action">
 269             <field eval="'action_assign'" name="action"/>
 270             <field eval="'object'" name="state"/>
 271             <field eval="'Assign'" name="name"/>
 272             <field name="transition_id" ref="process_transition_packing0"/>
 273         </record>
 274
 275         <record id="process_transition_action_forceassignation0" model="process.transition.action">
 276             <field eval="'force_assign'" name="action"/>
 277             <field eval="'object'" name="state"/>
 278             <field eval="'Force Assignation'" name="name"/>
 279             <field name="transition_id" ref="process_transition_packing0"/>
 280         </record>
 281
 282         <record id="process_transition_action_cancel1" model="process.transition.action">
 283             <field eval="'action_cancel'" name="action"/>
 284             <field eval="'object'" name="state"/>
 285             <field eval="'Cancel'" name="name"/>
 286             <field name="transition_id" ref="process_transition_packing0"/>
 287         </record>
 288
 289         <record id="process_transition_action_cancelassignation0" model="process.transition.action">
 290             <field eval="'cancel_assign'" name="action"/>
 291             <field eval="'object'" name="state"/>
 292             <field eval="'Cancel Assignation'" name="name"/>
 293             <field name="transition_id" ref="process_transition_deliver0"/>
 294         </record>
 295
 296         <record id="process_transition_action_validate0" model="process.transition.action">
 297             <field eval="'test_finnished'" name="action"/>
 298             <field eval="'object'" name="state"/>
 299             <field eval="'Validate'" name="name"/>
 300             <field name="transition_id" ref="process_transition_deliver0"/>
 301         </record>
 302
 303         <record id="process_transition_action_cancel2" model="process.transition.action">
 304             <field eval="'action_cancel'" name="action"/>
 305             <field eval="'object'" name="state"/>
 306             <field eval="'Cancel'" name="name"/>
 307             <field name="transition_id" ref="process_transition_deliver0"/>
 308         </record>
 309
 310         <record id="process_transition_action_createinvoice0" model="process.transition.action">
 311             <field eval="'action_invoice_create'" name="action"/>
 312             <field eval="'object'" name="state"/>
 313             <field eval="'Create Invoice'" name="name"/>
 314             <field name="transition_id" ref="process_transition_invoice0"/>
 315         </record>
 316
 317         <record id="process_transition_action_cancelorder0" model="process.transition.action">
 318             <field eval="'action_cancel'" name="action"/>
 319             <field eval="'object'" name="state"/>
 320             <field eval="'Cancel Order'" name="name"/>
 321             <field name="transition_id" ref="process_transition_invoice0"/>
 322         </record>
 323
 324     </data>
 325 </openerp>