PURPOSE Prepare enhancements of sales team membership. SPECIFICATIONS Lint crm data and demo, notably about sales team and file organization. Also move crm menu entries declaration in a single file and remove some menu entries not imported anymore. LINKS Task ID 2086889 (sales team enhancements) Task ID 2234698 (preparation lint) Community PR odoo/odoo#49520
99 lines
4.8 KiB
XML
99 lines
4.8 KiB
XML
<?xml version="1.0"?>
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<odoo>
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<data noupdate="1">
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<!--default alias for leads-->
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<record id="mail_alias_lead_info" model="mail.alias">
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<field name="alias_name"></field>
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<field name="alias_model_id" ref="model_crm_lead"/>
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<field name="alias_user_id" ref="base.user_admin"/>
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<field name="alias_parent_model_id" ref="model_crm_team"/>
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</record>
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<!-- CRM-related subtypes for messaging / Chatter -->
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<record id="mt_lead_create" model="mail.message.subtype">
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<field name="name">Opportunity Created</field>
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<field name="hidden" eval="True"/>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity created</field>
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</record>
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<record id="mt_lead_stage" model="mail.message.subtype">
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<field name="name">Stage Changed</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Stage changed</field>
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</record>
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<record id="mt_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity won</field>
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</record>
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<record id="mt_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity lost</field>
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</record>
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<record id="mt_lead_restored" model="mail.message.subtype">
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<field name="name">Opportunity Restored</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity restored</field>
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</record>
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<!-- Salesteam-related subtypes for messaging / Chatter -->
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<record id="mt_salesteam_lead" model="mail.message.subtype">
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<field name="name">Opportunity Created</field>
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<field name="sequence">10</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="True"/>
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<field name="parent_id" ref="mt_lead_create"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
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<field name="name">Opportunity Stage Changed</field>
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<field name="sequence">11</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" ref="mt_lead_stage"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="sequence">12</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" ref="mt_lead_won"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="sequence">13</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_lead_lost"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_restored" model="mail.message.subtype">
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<field name="name">Opportunity Restored</field>
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<field name="sequence">14</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_lead_restored"/>
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<field name="relation_field">team_id</field>
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</record>
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<!--Definition of an email template with an empty body that will be used in opportunity mailing.
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Used to give a basis for email recipients, name and to ease the definition of a further
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elaborated template. -->
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<record id="email_template_opportunity_mail" model="mail.template">
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<field name="name">Lead/Opportunity: Mass Mail</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="partner_to">${object.partner_id != False and object.partner_id.id}</field>
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<field name="email_to">${(not object.partner_id and object.email_from)|safe}</field>
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<field name="body_html"></field>
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<field name="lang">${object.partner_id.lang}</field>
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<field name="auto_delete" eval="True"/>
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</record>
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</data>
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</odoo>
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