Yannick Tivisse
cddc6af130
crm: - Move crm.lead.tag data to demo - Rename Folded in Kanban view to Folded in Pipeline hr_equipment: - Rename Folded in Kanban View to Folded in Recruitment Pipe hr_recruitment: - Rename Folded in Kanban View to Folded in Recruitment Pipe l10n_gr: - Jump back to accounting dashboard after install Project: - Rename Folded in Kanban View to Folded in Tasks Pipeline Sale_crm: - Create a quote from an opportunity sets the right sales team automatically Base: - Move the tags
91 lines
4.5 KiB
XML
91 lines
4.5 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data noupdate="1">
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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">Lead 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">Lead 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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<!-- 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">Lead 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="False"/>
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<field name="parent_id" eval="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" eval="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" eval="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" eval="ref('mt_lead_lost')"/>
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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="auto_delete" eval="True"/>
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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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</record>
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<record id="email_template_opportunity_reminder_mail" model="mail.template">
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<field name="name">Reminder to User</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="auto_delete" eval="True"/>
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<field name="email_from">admin@example.com</field>
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<field name="email_to">${(object.user_id != False and object.user_id.email)|safe}</field>
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<field name="subject">Reminder on Lead: ${object.id} from ${object.partner_id != False and object.partner_id.name or object.contact_name}</field>
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<field name="body_html"><![CDATA[<p>This opportunity did not have any activity since at least 5 days. Here are some details:</p>
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<ul>
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<li>Name: ${object.name}</li>
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<li>ID: ${object.id}</li>
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<li>Description: ${object.description}</li>
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</ul>]]></field>
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</record>
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</data>
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</openerp>
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