addons/sale_crm/sale_crm_demo.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <record model="crm.case.section" id="crm.section_sales_department">
   6             <field name="invoiced_forecast">52700</field>
   7             <field name="invoiced_target">60000</field>
   8         </record>
   9
  10         <record model="crm.case.section" id="crm.crm_case_section_1">
  11             <field name="name">Indirect Sales</field>
  12             <field name="code">IM</field>
  13             <field name="invoiced_forecast">36000</field>
  14             <field name="invoiced_target">40000</field>
  15         </record>
  16
  17         <!-- Invoice for Direct Marketing -->
  18
  19         <record id="test_crm_sale_invoice_1" model="account.invoice">
  20             <field name="currency_id" ref="base.EUR"/>
  21             <field name="company_id" ref="base.main_company"/>
  22             <field name="partner_id" ref="base.res_partner_1"/>
  23             <field name="journal_id" ref="account.sales_journal"/>
  24             <field name="section_id" ref="crm.section_sales_department"/>
  25             <field name="state">draft</field>
  26             <field name="type">out_invoice</field>
  27             <field name="account_id" ref="account.a_recv"/>
  28             <field name="name">Test invoice 1</field>
  29         </record>
  30         <record id="test_crm_sale_invoice_1_line_1" model="account.invoice.line">
  31             <field name="name">Basic computer with Dvorak keyboard and left-handed mouse</field>
  32             <field name="invoice_id" ref="test_crm_sale_invoice_1"/>
  33             <field name="price_unit">250</field>
  34             <field name="quantity">1</field>
  35             <field name="account_id" ref="account.a_sale"/>
  36         </record>
  37         <record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
  38             <field name="name">Little server with raid 1 and 512ECC ram</field>
  39             <field name="invoice_id" ref="test_crm_sale_invoice_1"/>
  40             <field name="price_unit">800</field>
  41             <field name="quantity">2</field>
  42             <field name="account_id" ref="account.a_sale"/>
  43         </record>
  44         <record id="test_crm_sale_invoice_1_line_2" model="account.invoice.line">
  45             <field name="name">Server with raid 10 and 2048ECC ram</field>
  46             <field name="invoice_id" ref="test_crm_sale_invoice_1"/>
  47             <field name="price_unit">4800</field>
  48             <field name="quantity">4</field>
  49             <field name="account_id" ref="account.a_sale"/>
  50         </record>
  51         <workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_1"/>
  52         <function model="account.invoice" name="pay_and_reconcile">
  53             <!-- ids = -->                    <value eval="[ref('test_crm_sale_invoice_1')]"/>
  54             <!-- pay_amount = -->            <value eval="1850"/>
  55             <!-- pay_account_id = -->        <value eval="ref('account.cash')"/>
  56             <!-- period_id = -->            <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
  57             <!-- pay_journal_id = -->        <value eval="ref('account.bank_journal')"/>
  58             <!-- writeoff_acc_id = -->        <value eval="ref('account.cash')"/>
  59             <!-- writeoff_period_id = -->    <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
  60             <!-- writeoff_journal_id = -->    <value eval="ref('account.bank_journal')"/>
  61             <!-- context = -->              <value eval="{}"/>
  62             <!-- name = -->                 <value eval="str('Payment from ASUStek')"/>
  63         </function>
  64
  65         <!-- Invoice for Indirect Marketing -->
  66
  67         <record id="test_crm_sale_invoice_2" model="account.invoice">
  68             <field name="currency_id" ref="base.EUR"/>
  69             <field name="company_id" ref="base.main_company"/>
  70             <field name="partner_id" ref="base.res_partner_1"/>
  71             <field name="journal_id" ref="account.sales_journal"/>
  72             <field name="section_id" ref="crm.crm_case_section_1"/>
  73             <field name="state">draft</field>
  74             <field name="type">out_invoice</field>
  75             <field name="account_id" ref="account.a_recv"/>
  76             <field name="name">Test invoice 1</field>
  77         </record>
  78         <record id="test_crm_sale_invoice_2_line_1" model="account.invoice.line">
  79             <field name="name">Basic formation with Dvorak</field>
  80             <field name="invoice_id" ref="test_crm_sale_invoice_2"/>
  81             <field name="price_unit">500</field>
  82             <field name="quantity">1</field>
  83             <field name="account_id" ref="account.a_sale"/>
  84         </record>
  85         <workflow action="invoice_open" model="account.invoice" ref="test_crm_sale_invoice_2"/>
  86         <function model="account.invoice" name="pay_and_reconcile">
  87             <!-- ids = -->                    <value eval="[ref('test_crm_sale_invoice_2')]"/>
  88             <!-- pay_amount = -->            <value eval="500"/>
  89             <!-- pay_account_id = -->        <value eval="ref('account.cash')"/>
  90             <!-- period_id = -->            <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
  91             <!-- pay_journal_id = -->        <value eval="ref('account.bank_journal')"/>
  92             <!-- writeoff_acc_id = -->        <value eval="ref('account.cash')"/>
  93             <!-- writeoff_period_id = -->    <value eval="ref('account.period_' + str(int(time.strftime('%m'))))"/>
  94             <!-- writeoff_journal_id = -->    <value eval="ref('account.bank_journal')"/>
  95             <!-- context = -->              <value eval="{}"/>
  96             <!-- name = -->                 <value eval="str('Payment from ASUStek')"/>
  97         </function>
  98
  99
 100         <record id="sale.sale_order_1" model="sale.order">
 101             <field name="section_id" ref="crm.section_sales_department"/>
 102             <field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
 103         </record>
 104         <record id="sale.sale_order_2" model="sale.order">
 105             <field name="section_id" ref="crm.section_sales_department"/>
 106             <field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
 107         </record>
 108         <record id="sale.sale_order_3" model="sale.order">
 109             <field name="section_id" ref="crm.section_sales_department"/>
 110         </record>
 111         <record id="sale.sale_order_4" model="sale.order">
 112             <field name="section_id" ref="crm.section_sales_department"/>
 113         </record>
 114         <record id="sale.sale_order_5" model="sale.order">
 115             <field name="section_id" ref="crm.crm_case_section_1"/>
 116             <field name="date_order" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
 117         </record>
 118         <record id="sale.sale_order_6" model="sale.order">
 119             <field name="section_id" ref="crm.crm_case_section_1"/>
 120         </record>
 121         <record id="sale.sale_order_7" model="sale.order">
 122             <field name="section_id" ref="crm.section_sales_department"/>
 123             <field name="date_confirm" eval="(DateTime.today() - relativedelta(months=1)).strftime('%Y-%m-%d %H:%M')"/>
 124         </record>
 125         <record id="sale.sale_order_8" model="sale.order">
 126             <field name="section_id" ref="crm.crm_case_section_1"/>
 127         </record>
 128
 129     </data>
 130 </openerp>