Files
odoo_source/addons/crm/data/crm_lead_data.xml
T
qmo-odoo 1da63f0ab0 [IMP] salesteam: Simplify sales team config and improved team dashboard
Reason:
  *Sales team configuration is too complex with fields you
   don't understand and that bring no added value
  *Remove the team type, every team should be able to handle
   a POS or a website for example
Contains:
  *Removal of the team_type, use_quotations, use_leads fields
  *Removal of the graph configuration fields
  *Adapting the filters that were based on the team_type
  *Clear distinction between the team dashboard behavior in crm
   from the one in sales
  *Cleansing of now dead code due to the removal of the previously
   mentionned fields

Task: #1830105
Enterprise PR: #3006
Closes: #28063
2018-12-05 15:32:53 +00:00

77 lines
3.7 KiB
XML

<?xml version="1.0"?>
<odoo>
<data noupdate="1">
<!-- CRM-related subtypes for messaging / Chatter -->
<record id="mt_lead_create" model="mail.message.subtype">
<field name="name">Opportunity Created</field>
<field name="hidden" eval="True"/>
<field name="res_model">crm.lead</field>
<field name="default" eval="False"/>
<field name="description">Opportunity created</field>
</record>
<record id="mt_lead_stage" model="mail.message.subtype">
<field name="name">Stage Changed</field>
<field name="res_model">crm.lead</field>
<field name="default" eval="False"/>
<field name="description">Stage changed</field>
</record>
<record id="mt_lead_won" model="mail.message.subtype">
<field name="name">Opportunity Won</field>
<field name="res_model">crm.lead</field>
<field name="default" eval="False"/>
<field name="description">Opportunity won</field>
</record>
<record id="mt_lead_lost" model="mail.message.subtype">
<field name="name">Opportunity Lost</field>
<field name="res_model">crm.lead</field>
<field name="default" eval="False"/>
<field name="description">Opportunity lost</field>
</record>
<!-- Salesteam-related subtypes for messaging / Chatter -->
<record id="mt_salesteam_lead" model="mail.message.subtype">
<field name="name">Opportunity Created</field>
<field name="sequence">10</field>
<field name="res_model">crm.team</field>
<field name="default" eval="True"/>
<field name="parent_id" eval="ref('mt_lead_create')"/>
<field name="relation_field">team_id</field>
</record>
<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
<field name="name">Opportunity Stage Changed</field>
<field name="sequence">11</field>
<field name="res_model">crm.team</field>
<field name="parent_id" eval="ref('mt_lead_stage')"/>
<field name="relation_field">team_id</field>
</record>
<record id="mt_salesteam_lead_won" model="mail.message.subtype">
<field name="name">Opportunity Won</field>
<field name="sequence">12</field>
<field name="res_model">crm.team</field>
<field name="parent_id" eval="ref('mt_lead_won')"/>
<field name="relation_field">team_id</field>
</record>
<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
<field name="name">Opportunity Lost</field>
<field name="sequence">13</field>
<field name="res_model">crm.team</field>
<field name="default" eval="False"/>
<field name="parent_id" eval="ref('mt_lead_lost')"/>
<field name="relation_field">team_id</field>
</record>
<!--Definition of an email template with an empty body that will be used in opportunity mailing.
Used to give a basis for email recipients, name and to ease the definition of a further
elaborated template. -->
<record id="email_template_opportunity_mail" model="mail.template">
<field name="name">Lead/Opportunity Mass Mail</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="auto_delete" eval="True"/>
<field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
<field name="email_to">${(not object.partner_id and object.email_from)|safe}</field>
<field name="body_html"></field>
</record>
</data>
</odoo>