trytonpsk-crm/opportunity.xml

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25 KiB
XML

<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
<record model="ir.sequence.type" id="sequence_type_crm_opportunity">
<field name="name">CRM Opportunity</field>
</record>
<record model="ir.sequence" id="sequence_crm_opportunity">
<field name="sequence_type" ref="sequence_type_crm_opportunity"/>
<field name="name">CRM Opportunity</field>
</record>
<record model="ir.ui.icon" id="sale_opportunity">
<field name="name">tryton-sale-opportunity</field>
<field name="path">icons/tryton-sale-opportunity.svg</field>
</record>
<record model="res.group" id="group_crm_opportunity">
<field name="name">CRM Opportunity</field>
</record>
<record model="res.user-res.group" id="user_admin_group_crm_opportunity">
<field name="user" ref="res.user_admin"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.ui.view" id="crm_opportunity_view_form">
<field name="model">crm.opportunity</field>
<field name="type">form</field>
<field name="name">opportunity_form</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_view_tree">
<field name="model">crm.opportunity</field>
<field name="type">tree</field>
<field name="name">opportunity_tree</field>
</record>
<record model="ir.sequence.type" id="sequence_type_sale_crm_opportunity">
<field name="name">Sale Opportunity</field>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_sale_crm_opportunity_group_admin">
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
<field name="group" ref="res.group_admin"/>
</record>
<record model="ir.sequence.type-res.group"
id="sequence_type_sale_crm_opportunity_group_sale_admin">
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
<field name="group" ref="sale.group_sale_admin"/>
</record>
<record model="ir.sequence" id="sequence_sale_crm_opportunity">
<field name="name">Sale Opportunity</field>
<field name="sequence_type" ref="sequence_type_sale_crm_opportunity"/>
</record>
<record model="ir.action.act_window" id="act_crm_opportunity_form">
<field name="name">Opportunities</field>
<field name="res_model">crm.opportunity</field>
</record>
<record model="ir.action.act_window.view" id="act_crm_opportunity_form_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="crm_opportunity_view_tree"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.view" id="act_crm_opportunity_form_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="crm_opportunity_view_form"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_prospecting">
<field name="name">Prospecting</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'prospecting')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_analysis">
<field name="name">Analysis</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'analysis')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_quotation">
<field name="name">Quotation</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'quotation')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_quote_approbation">
<field name="name">Quote Approbation</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'quote_approbation')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_customer_approbation">
<field name="name">Customer Approbation</field>
<field name="sequence" eval="10"/>
<field name="domain" eval="[('state', '=', 'customer_approbation')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_quote_revision">
<field name="name">Quote Revision</field>
<field name="sequence" eval="20"/>
<field name="domain"
eval="[('state', '=', 'quote_revision')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_review">
<field name="name">Review</field>
<field name="sequence" eval="30"/>
<field name="domain"
eval="[('state', '=', 'review')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_accepted">
<field name="name">Accepted</field>
<field name="sequence" eval="40"/>
<field name="domain" eval="[('state', '=', 'accepted')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_cancelled">
<field name="name">Cancelled</field>
<field name="sequence" eval="50"/>
<field name="domain"
eval="[('state', '=', 'cancelled')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_lost">
<field name="name">Lost</field>
<field name="sequence" eval="60"/>
<field name="domain"
eval="[('state', '=', 'lost')]" pyson="1"/>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<record model="ir.action.act_window.domain"
id="act_crm_opportunity_form_domain_all">
<field name="name">All</field>
<field name="sequence" eval="9999"/>
<field name="domain"></field>
<field name="count" eval="True"/>
<field name="act_window" ref="act_crm_opportunity_form"/>
</record>
<menuitem
parent="crm.menu_crm"
action="act_crm_opportunity_form"
sequence="5"
id="menu_crm_opportunity_form"/>
<record model="ir.ui.menu-res.group"
id="menu_sale_crm_opportunity_group_opportunity">
<field name="menu" ref="sale.menu_sale"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.model.access" id="access_crm_opportunity">
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_crm_opportunity_sale">
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
<field name="group" ref="sale.group_sale"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_crm_opportunity_oppotunity">
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
<field name="group" ref="group_crm_opportunity"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
<field name="perm_create" eval="True"/>
<field name="perm_delete" eval="True"/>
</record>
<record model="ir.model.button" id="crm_opportunity_lead_button">
<field name="name">lead</field>
<field name="string">Set as Lead</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
</record>
<record model="ir.model.button-res.group"
id="crm_opportunity_lead_button_group_opportinity">
<field name="button" ref="crm_opportunity_lead_button"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.model.button" id="crm_opportunity_opportunity_button">
<field name="name">opportunity</field>
<field name="string">Convert to Opportunity</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
</record>
<record model="ir.model.button-res.group"
id="crm_opportunity_opportunity_button_group_opportunity">
<field name="button" ref="crm_opportunity_opportunity_button"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.model.button" id="crm_opportunity_convert_button">
<field name="name">convert</field>
<field name="string">Convert to Sale</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
</record>
<record model="ir.model.button-res.group"
id="crm_opportunity_convert_button_group_opportinity">
<field name="button" ref="crm_opportunity_convert_button"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<record model="ir.model.button" id="crm_opportunity_lost_button">
<field name="name">lost</field>
<field name="string">Mark as Lost</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
</record>
<record model="ir.model.button-res.group"
id="crm_opportunity_lost_button_group_opportinity">
<field name="button" ref="crm_opportunity_lost_button"/>
<field name="group" ref="group_crm_opportunity"/>
</record>
<!-- <record model="ir.model.button" id="crm_opportunity_cancel_button">
<field name="name">cancel</field>
<field name="string">Cancel</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
</record>
<record model="ir.model.button-res.group"
id="crm_opportunity_cancel_button_group_opportinity">
<field name="button" ref="crm_opportunity_cancel_button"/>
<field name="group" ref="group_crm_opportunity"/>
</record> -->
<record model="ir.rule.group" id="rule_group_crm_opportunity_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'crm.opportunity')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_crm_opportunity_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_crm_opportunity_companies"/>
</record>
<!-- <record model="ir.action.act_window" id="act_open_sale_form">
<field name="name">Sales</field>
<field name="res_model">sale.sale</field>
<field name="domain"
eval="[If(Eval('active_ids', []) == [Eval('active_id')], ('origin.id', '=', Eval('active_id'), 'crm.opportunity'), ('origin.id', 'in', Eval('active_ids'), 'crm.opportunity'))]"
pyson="1"/>
</record>
<record model="ir.action.keyword" id="act_open_sale_keyword1">
<field name="keyword">form_relate</field>
<field name="model">crm.opportunity,-1</field>
<field name="action" ref="act_open_sale_form"/>
</record> -->
<record model="ir.ui.view" id="crm_opportunity_line_view_form">
<field name="model">crm.opportunity.line</field>
<field name="type">form</field>
<field name="name">opportunity_line_form</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_line_view_tree">
<field name="model">crm.opportunity.line</field>
<field name="type">tree</field>
<field name="name">opportunity_line_tree</field>
</record>
<record model="ir.ui.view" id="crm_validation_template_view_form">
<field name="model">crm.validation_template</field>
<field name="type">form</field>
<field name="name">validation_template_form</field>
</record>
<record model="ir.ui.view" id="crm_validation_template_view_tree">
<field name="model">crm.validation_template</field>
<field name="type">tree</field>
<field name="name">validation_template_tree</field>
</record>
<record model="ir.action.report" id="report_opportunity">
<field name="name">Quotation Short Format</field>
<field name="model">crm.opportunity</field>
<field name="report_name">crm.opportunity</field>
<field name="report">crm/opportunity.fodt</field>
</record>
<record model="ir.action.keyword" id="report_opportunity_keyword">
<field name="keyword">form_print</field>
<field name="model">crm.opportunity,-1</field>
<field name="action" ref="report_opportunity"/>
</record>
<record model="ir.action.report" id="report_opportunity_only">
<field name="name">Only Quotation with Tax</field>
<field name="model">crm.opportunity</field>
<field name="report_name">crm.opportunity_only</field>
<field name="report">crm/opportunity_only.fodt</field>
</record>
<record model="ir.action.keyword" id="report_opportunity_only_keyword">
<field name="keyword">form_print</field>
<field name="model">crm.opportunity,-1</field>
<field name="action" ref="report_opportunity_only"/>
</record>
<record model="ir.action.report" id="report_opportunity_without_tax">
<field name="name">Only Quotation Without Tax</field>
<field name="model">crm.opportunity</field>
<field name="report_name">crm.opportunity_without_tax</field>
<field name="report">crm/opportunity_without_tax.fodt</field>
</record>
<record model="ir.action.keyword" id="report_opportunity_without_tax_keyword">
<field name="keyword">form_print</field>
<field name="model">crm.opportunity,-1</field>
<field name="action" ref="report_opportunity_without_tax"/>
</record>
<record model="ir.action.report" id="report_opportunity_large_format">
<field name="name">Quotation Large Format</field>
<field name="model">crm.opportunity</field>
<field name="report_name">crm.opportunity_large_format</field>
<field name="report">crm/opportunity_large_format.fodt</field>
</record>
<record model="ir.action.keyword" id="report_opportunity_large_format_keyword">
<field name="keyword">form_print</field>
<field name="model">crm.opportunity,-1</field>
<field name="action" ref="report_opportunity_large_format"/>
</record>
<record model="ir.ui.view" id="opportunity_traceability_view_tree">
<field name="model">crm.opportunity_traceability</field>
<field name="type">tree</field>
<field name="name">opportunity_traceability_tree</field>
</record>
<record model="ir.ui.view" id="opportunity_traceability_view_form">
<field name="model">crm.opportunity_traceability</field>
<field name="type">form</field>
<field name="name">opportunity_traceability_form</field>
</record>
<!-- <record model="ir.ui.view" id="crm_opportunity_employee_view_tree">
<field name="model">crm.opportunity_employee</field>
<field name="type">tree</field>
<field name="name">opportunity_employee_tree</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_employee_view_graph1">
<field name="model">crm.opportunity_employee</field>
<field name="type">graph</field>
<field name="name">opportunity_employee_graph1</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_employee_view_graph2">
<field name="model">crm.opportunity_employee</field>
<field name="type">graph</field>
<field name="name">opportunity_employee_graph2</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_employee_context_view_form">
<field name="model">crm.opportunity_employee.context</field>
<field name="type">form</field>
<field name="name">opportunity_employee_context_form</field>
</record>
<record model="ir.action.act_window" id="act_crm_opportunity_employee_form">
<field name="name">Opportunities per Employee</field>
<field name="res_model">crm.opportunity_employee</field>
<field name="context_model">crm.opportunity_employee.context</field>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_employee_form_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="crm_opportunity_employee_view_tree"/>
<field name="act_window" ref="act_crm_opportunity_employee_form"/>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_employee_form_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="crm_opportunity_employee_view_graph1"/>
<field name="act_window" ref="act_crm_opportunity_employee_form"/>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_employee_form_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="crm_opportunity_employee_view_graph2"/>
<field name="act_window" ref="act_crm_opportunity_employee_form"/>
</record>
<record model="ir.rule.group" id="rule_group_crm_opportunity_employee_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'crm.opportunity_employee')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_crm_opportunity_employee_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_crm_opportunity_employee_companies"/>
</record>
<menuitem
parent="sale.menu_reporting"
action="act_crm_opportunity_employee_form"
sequence="50"
id="menu_opportunity_employee_open"/>
<record model="ir.ui.view" id="crm_opportunity_monthly_view_tree">
<field name="model">crm.opportunity_monthly</field>
<field name="type">tree</field>
<field name="name">opportunity_monthly_tree</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_monthly_view_graph1">
<field name="model">crm.opportunity_monthly</field>
<field name="type">graph</field>
<field name="name">opportunity_monthly_graph1</field>
</record>
<record model="ir.ui.view" id="crm_opportunity_monthly_view_graph2">
<field name="model">crm.opportunity_monthly</field>
<field name="type">graph</field>
<field name="name">opportunity_monthly_graph2</field>
</record>
<record model="ir.action.act_window" id="act_crm_opportunity_monthly_form">
<field name="name">Opportunities per Month</field>
<field name="res_model">crm.opportunity_monthly</field>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_monthly_form_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="crm_opportunity_monthly_view_tree"/>
<field name="act_window" ref="act_crm_opportunity_monthly_form"/>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_monthly_form_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="crm_opportunity_monthly_view_graph1"/>
<field name="act_window" ref="act_crm_opportunity_monthly_form"/>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_monthly_form_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="crm_opportunity_monthly_view_graph2"/>
<field name="act_window" ref="act_crm_opportunity_monthly_form"/>
</record>
<menuitem
parent="sale.menu_reporting"
action="act_crm_opportunity_monthly_form"
sequence="50"
id="menu_crm_opportunity_monthly_form"/>
<record model="ir.rule.group" id="rule_group_crm_opportunity_monthly_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'crm.opportunity_monthly')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_crm_opportunity_monthly_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_crm_opportunity_monthly_companies"/>
</record>
<record model="ir.ui.view" id="crm_opportunity_employee_monthly_view_tree">
<field name="model">crm.opportunity_employee_monthly</field>
<field name="type">tree</field>
<field name="name">opportunity_employee_monthly_tree</field>
</record>
<record model="ir.action.act_window" id="act_crm_opportunity_employee_monthly_form">
<field name="name">Opportunities per Employee per Month</field>
<field name="res_model">crm.opportunity_employee_monthly</field>
</record>
<record model="ir.action.act_window.view"
id="act_crm_opportunity_employee_monthly_form_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="crm_opportunity_employee_monthly_view_tree"/>
<field name="act_window" ref="act_crm_opportunity_employee_monthly_form"/>
</record>
<menuitem
parent="sale.menu_reporting"
action="act_crm_opportunity_employee_monthly_form"
sequence="50"
id="menu_crm_opportunity_employee_monthly_form"/>
<record model="ir.rule.group" id="rule_group_crm_opportunity_employee_monthly_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'crm.opportunity_employee_monthly')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_crm_opportunity_employee_monthly_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_crm_opportunity_employee_monthly_companies"/>
</record> -->
</data>
</tryton>