Files
odoo_source/addons/crm/data/crm_lead_data.xml
T
Florent Lejoly 4aa1749699 [IMP] crm: improve stage messages, some strings and fix some typos
As part of the back2basics, the stage messages were modified to be clearer

* when an opportunity is lost previously 2 separated messages where
created in the chatter (one for the reason, one for the active state)
now, one message is created with both infos;
* new message when an opportunity is restored;

There where also some fixes to typos, and an the probability of a lead
to be successful received a new title "estimated by Odoo".

Task 2026297

closes odoo/odoo#35308

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-08-22 09:17:42 +00:00

92 lines
4.5 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>
<record id="mt_lead_restored" model="mail.message.subtype">
<field name="name">Opportunity Restored</field>
<field name="res_model">crm.lead</field>
<field name="default" eval="False"/>
<field name="description">Opportunity restored</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>
<record id="mt_salesteam_lead_restored" model="mail.message.subtype">
<field name="name">Opportunity Restored</field>
<field name="sequence">14</field>
<field name="res_model">crm.team</field>
<field name="default" eval="False"/>
<field name="parent_id" eval="ref('mt_lead_restored')"/>
<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="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>
<field name="lang">${object.partner_id.lang}</field>
<field name="auto_delete" eval="True"/>
</record>
</data>
</odoo>