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_action_order_tree10"/>
  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_configuration.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_configuration.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="account.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_configuration.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_configuration.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_configuration.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_configuration.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_configuration.process_node_opportunities0"/>
  91                 </record>
  92
  93         </data>
  94 </openerp>