pso's work on process data

[odoo/odoo.git] / addons / crm_configuration / process / crm_configuration_process.xml

diff --git a/addons/crm_configuration/process/crm_configuration_process.xml b/addons/crm_configuration/process/crm_configuration_process.xml
index b7fa520..2218610 100644 (file)
--- a/addons/crm_configuration/process/crm_configuration_process.xml
+++ b/addons/crm_configuration/process/crm_configuration_process.xml
@@ -21,31 +21,41 @@
                        <field name="model_id" ref="crm.model_crm_case"/>
                        <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
                        <field eval="&quot;&quot;&quot;Leads&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Premier Contact Leads&quot;&quot;&quot;" name="note"/>
+                       <field eval="&quot;&quot;&quot;Very first contact with new prospect&quot;&quot;&quot;" name="note"/>
                        <field name="process_id" ref="process_process_contractworkflow0"/>
                        <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
                        <field eval="1" name="flow_start"/>
                </record>
+               
+               <record id="process_node_partner0" model="process.node">
+                       <field name="menu_id" ref="base.menu_partner_form"/>
+                       <field name="model_id" ref="base.model_res_partner"/>
+                       <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
+                       <field eval="&quot;&quot;&quot;Partner&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Convert to prospect to business partner&quot;&quot;&quot;" name="note"/>
+                       <field name="process_id" ref="process_process_contractworkflow0"/>
+                       <field eval="0" name="flow_start"/>
+               </record>
        
                <record id="process_node_opportunities0" model="process.node">
                        <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_oppor11"/>
                        <field name="model_id" ref="crm.model_crm_case"/>
                        <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
                        <field eval="&quot;&quot;&quot;Opportunities&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Business Opportunities&quot;&quot;&quot;" name="note"/>
+                       <field eval="&quot;&quot;&quot;When a real project/opportunity is detected&quot;&quot;&quot;" name="note"/>
                        <field name="process_id" ref="process_process_contractworkflow0"/>
                        <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
                        <field eval="0" name="flow_start"/>
                </record>
-       
-               <record id="process_node_accord0" model="process.node">
-                       <field name="menu_id" ref="crm_configuration.menu_crm_case_categ0_act_leads_all"/>
+               
+               <record id="process_node_meeting0" model="process.node">
+                       <field name="menu_id" ref="crm_configuration.menu_crm_case_category_act_meetings"/>
                        <field name="model_id" ref="crm.model_crm_case"/>
                        <field eval="&quot;&quot;&quot;state&quot;&quot;&quot;" name="kind"/>
-                       <field eval="&quot;&quot;&quot;Accord&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Accord Client Contract&quot;&quot;&quot;" name="note"/>
+                       <field eval="&quot;&quot;&quot;Meeting&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Schedule a normal or phone meeting&quot;&quot;&quot;" name="note"/>
                        <field name="process_id" ref="process_process_contractworkflow0"/>
-                       <field eval="&quot;&quot;&quot;object.state=='done'&quot;&quot;&quot;" name="model_states"/>
+                       <field eval="&quot;&quot;&quot;object.state in ('draft', 'open', 'pending', 'done', 'cancel')&quot;&quot;&quot;" name="model_states"/>
                        <field eval="0" name="flow_start"/>
                </record>
        
@@ -53,8 +63,8 @@
                        <field name="menu_id" ref="account.account_analytic_def_account"/>
                        <field name="model_id" ref="account.model_account_analytic_account"/>
                        <field eval="&quot;&quot;&quot;subflow&quot;&quot;&quot;" name="kind"/>
-                       <field eval="&quot;&quot;&quot;Contract Analytic&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Analytic accounts&quot;&quot;&quot;" name="note"/>
+                       <field eval="&quot;&quot;&quot;Analytic account&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Reflect the contract made with customer&quot;&quot;&quot;" name="note"/>
                        <field name="process_id" ref="process_process_contractworkflow0"/>
                        <field eval="0" name="flow_start"/>
                </record>
@@ -82,31 +92,40 @@
                        <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
                </record>
        
-               <record id="process_transition_opportunitiesaccord0" model="process.transition">
+               <record id="process_transition_leadpartner0" model="process.transition">
                        <field eval="[(6,0,[])]" name="role_ids"/>
                        <field eval="[(6,0,[])]" name="transition_ids"/>
-                       <field eval="&quot;&quot;&quot;Opportunities Accord&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;When leads are confirmed&quot;&quot;&quot;" name="note"/>
-                       <field model="process.node" name="target_node_id" ref="process_node_accord0"/>
-                       <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
+                       <field eval="&quot;&quot;&quot;Lead Partner&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Prospect is converting to business partner&quot;&quot;&quot;" name="note"/>
+                       <field model="process.node" name="target_node_id" ref="process_node_partner0"/>
+                       <field model="process.node" name="source_node_id" ref="process_node_leads0"/>
                </record>
                
-               <record id="process_transition_accordanalytic0" model="process.transition">
+               <record id="process_transition_opportunitymeeting0" model="process.transition">
                        <field eval="[(6,0,[])]" name="role_ids"/>
                        <field eval="[(6,0,[])]" name="transition_ids"/>
-                       <field eval="&quot;&quot;&quot;Accord Analytic&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Goes into the Analytic&quot;&quot;&quot;" name="note"/>
-                       <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
-                       <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
+                       <field eval="&quot;&quot;&quot;Opportunity Meeting&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Normal or phone meeting for opportunity&quot;&quot;&quot;" name="note"/>
+                       <field model="process.node" name="target_node_id" ref="process_node_meeting0"/>
+                       <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
                </record>
-       
-               <record id="process_transition_accordpricelist0" model="process.transition">
+               
+               <record id="process_transition_opportunitypricelist0" model="process.transition">
                        <field eval="[(6,0,[])]" name="role_ids"/>
                        <field eval="[(6,0,[])]" name="transition_ids"/>
-                       <field eval="&quot;&quot;&quot;Accord Pricelist&quot;&quot;&quot;" name="name"/>
-                       <field eval="&quot;&quot;&quot;Goes into the Pricelist&quot;&quot;&quot;" name="note"/>
+                       <field eval="&quot;&quot;&quot;Opportunity Pricelist&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Opporunity convert to the Pricelist&quot;&quot;&quot;" name="note"/>
                        <field model="process.node" name="target_node_id" ref="process_node_contractpricelist0"/>
-                       <field model="process.node" name="source_node_id" ref="process_node_accord0"/>
+                       <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
+               </record>
+               
+               <record id="process_transition_opportunityanalytic0" model="process.transition">
+                       <field eval="[(6,0,[])]" name="role_ids"/>
+                       <field eval="[(6,0,[])]" name="transition_ids"/>
+                       <field eval="&quot;&quot;&quot;Opportunity Analytic&quot;&quot;&quot;" name="name"/>
+                       <field eval="&quot;&quot;&quot;Analytic Account&quot;&quot;&quot;" name="note"/>
+                       <field model="process.node" name="target_node_id" ref="process_node_contractanalytic0"/>
+                       <field model="process.node" name="source_node_id" ref="process_node_opportunities0"/>
                </record>
 
        </data>