addons/sale_crm/process/sale_crm_process.xml

   1 <?xml version="1.0" ?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             Process Node
   7         -->
   8
   9         <record id="process_node_crmquotation0" model="process.node">
  10             <field name="menu_id" ref="sale.menu_sale_order"/>
  11             <field name="model_id" ref="sale.model_sale_order"/>
  12             <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
  13             <field eval="&quot;&quot;&quot;Quotation&quot;&quot;&quot;" name="name"/>
  14             <field eval="&quot;&quot;&quot;Convert opportunity to quotation&quot;&quot;&quot;" name="note"/>
  15             <field name="process_id" ref="crm.process_process_contractprocess0"/>
  16             <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
  17             <field eval="0" name="flow_start"/>
  18         </record>
  19
  20         <record id="process_node_crmopportunity0" model="process.node">
  21             <field name="model_id" ref="crm.model_crm_case"/>
  22             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  23             <field eval="&quot;&quot;&quot;CRM Opportunity&quot;&quot;&quot;" name="name"/>
  24             <field eval="&quot;&quot;&quot;The CRM Opportunity can lead to a quotation.&quot;&quot;&quot;" name="note"/>
  25             <field name="subflow_id" ref="crm.process_process_contractprocess0"/>
  26             <field name="process_id" ref="sale.process_process_salesprocess0"/>
  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_contractanalytic0" model="process.node">
  32             <field name="menu_id" ref="account.account_analytic_def_account"/>
  33             <field name="model_id" ref="analytic.model_account_analytic_account"/>
  34             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  35             <field eval="&quot;&quot;&quot;Analytic account&quot;&quot;&quot;" name="name"/>
  36             <field eval="&quot;&quot;&quot;Reflect the contract made with customer&quot;&quot;&quot;" name="note"/>
  37             <field name="process_id" ref="crm.process_process_contractprocess0"/>
  38             <field eval="0" name="flow_start"/>
  39         </record>
  40
  41         <record id="process_node_contractpricelist0" model="process.node">
  42             <field name="menu_id" ref="product.menu_product_pricelist_action2"/>
  43             <field name="model_id" ref="product.model_product_pricelist"/>
  44             <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
  45             <field eval="&quot;&quot;&quot;Contract Pricelist&quot;&quot;&quot;" name="name"/>
  46             <field eval="&quot;&quot;&quot;Contract Volume (pricelist)&quot;&quot;&quot;" name="note"/>
  47             <field name="process_id" ref="crm.process_process_contractprocess0"/>
  48             <field eval="0" name="flow_start"/>
  49         </record>
  50
  51
  52         <!--
  53             Process Transition
  54         -->
  55
  56         <record id="process_transition_crmopportunityquotation" model="process.transition">
  57             <field eval="[(6,0,[])]" name="role_ids"/>
  58             <field eval="[(6,0,[])]" name="transition_ids"/>
  59             <field eval="&quot;&quot;&quot;Crm opportunity quotation&quot;&quot;&quot;" name="name"/>
  60             <field eval="&quot;&quot;&quot;Opportunity goes into the quotation&quot;&quot;&quot;" name="note"/>
  61             <field model="process.node" name="target_node_id" ref="sale.process_node_quotation0"/>
  62             <field model="process.node" name="source_node_id" ref="process_node_crmopportunity0"/>
  63         </record>
  64
  65
  66         <record id="process_transition_opportunityquotation0" model="process.transition">
  67             <field eval="[(6,0,[])]" name="role_ids"/>
  68             <field eval="[(6,0,[])]" name="transition_ids"/>
  69             <field eval="&quot;&quot;&quot;Opportunity Quotation&quot;&quot;&quot;" name="name"/>
  70             <field eval="&quot;&quot;&quot;Opportunity convert into quotation&quot;&quot;&quot;" name="note"/>
  71             <field model="process.node" name="target_node_id" ref="process_node_crmquotation0"/>
  72             <field model="process.node" name="source_node_id" ref="crm.process_node_opportunities0"/>
  73         </record>
  74
  75         <record id="process_transition_opportunitypricelist0" model="process.transition">
  76             <field eval="[(6,0,[])]" name="role_ids"/>
  77             <field eval="[(6,0,[])]" name="transition_ids"/>
  78             <field eval="&quot;&quot;&quot;Opportunity Pricelist&quot;&quot;&quot;" name="name"/>
  79             <field eval="&quot;&quot;&quot;Opporunity convert to the Pricelist&quot;&quot;&quot;" name="note"/>
  80             <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
  81             <field model="process.node" name="source_node_id" ref="crm.process_node_opportunities0"/>
  82         </record>
  83
  84         <record id="process_transition_opportunityanalytic0" model="process.transition">
  85             <field eval="[(6,0,[])]" name="role_ids"/>
  86             <field eval="[(6,0,[])]" name="transition_ids"/>
  87             <field eval="&quot;&quot;&quot;Opportunity Analytic&quot;&quot;&quot;" name="name"/>
  88             <field eval="&quot;&quot;&quot;Analytic Account&quot;&quot;&quot;" name="note"/>
  89             <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
  90             <field model="process.node" name="source_node_id" ref="crm.process_node_opportunities0"/>
  91         </record>
  92
  93     </data>
  94 </openerp>