mantle-udm/entity/SalesEntities.xml at f26e104c86a016f9288ecbd8393cc9eddfd4ca6f · moqui/mantle-udm · GitHub

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<?xml version="1.0" encoding="UTF-8"?>
<!--
This software is in the public domain under CC0 1.0 Universal plus a
Grant of Patent License.

To the extent possible under law, the author(s) have dedicated all
copyright and related and neighboring rights to this software to the
public domain worldwide. This software is distributed without any
warranty.

You should have received a copy of the CC0 Public Domain Dedication
along with this software (see the LICENSE.md file). If not, see
<http://creativecommons.org/publicdomain/zero/1.0/>.
-->
<entities xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
          xsi:noNamespaceSchemaLocation="http://moqui.org/xsd/entity-definition-3.xsd">

    <!-- ========================================================= -->
    <!--  - mantle.sales.opportunity -->
    <!--  - mantle.sales.forecast -->
    <!--  - mantle.sales.need -->
    <!-- ========================================================= -->


    <!-- ========================================================= -->
    <!-- mantle.sales.opportunity -->
    <!-- ========================================================= -->

    <entity entity-name="SalesOpportunity" package="mantle.sales.opportunity">
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="typeEnumId" type="id"/>
        <field name="accountPartyId" type="id"/>
        <field name="opportunityName" type="text-medium"/>
        <field name="description" type="text-very-long"/>
        <field name="nextStep" type="text-long"/>
        <field name="estimatedAmount" type="currency-amount" enable-audit-log="true"/>
        <field name="estimatedProbability" type="number-decimal" enable-audit-log="true"/>
        <field name="estimatedCloseDate" type="date-time"/>
        <field name="currencyUomId" type="id"/>
        <field name="marketingCampaignId" type="id"/>
        <field name="dataSourceId" type="id"/>
        <field name="opportunityStageId" type="id" enable-audit-log="true"/>
        <relationship type="one" title="SalesOpportunityType" related="moqui.basic.Enumeration">
            <key-map field-name="typeEnumId"/></relationship>
        <relationship type="one" title="Account" related="mantle.party.Party">
            <key-map field-name="accountPartyId"/></relationship>
        <relationship type="one" title="Currency" related="moqui.basic.Uom">
            <key-map field-name="currencyUomId"/></relationship>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunityStage">
            <key-map field-name="opportunityStageId"/></relationship>
        <relationship type="one" related="mantle.marketing.campaign.MarketingCampaign"/>
    </entity>
    <entity entity-name="SalesOpportunityParty" package="mantle.sales.opportunity">
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="partyId" type="id" is-pk="true"/>
        <field name="roleTypeId" type="id" is-pk="true"/>
        <field name="fromDate" type="date-time" is-pk="true"/>
        <field name="thruDate" type="date-time"/>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunity">
            <key-map field-name="salesOpportunityId"/></relationship>
        <relationship type="one" related="mantle.party.Party"/>
        <relationship type="one" related="mantle.party.RoleType"/>
    </entity>
    <entity entity-name="SalesOpportunityStage" package="mantle.sales.opportunity">
        <field name="opportunityStageId" type="id" is-pk="true"/>
        <field name="description" type="text-medium"/>
        <field name="defaultProbability" type="number-decimal"/>
        <field name="sequenceNum" type="number-integer"/>
    </entity>
    <entity entity-name="SalesOpportunityWorkEffort" package="mantle.sales.opportunity">
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="workEffortId" type="id" is-pk="true"/>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunity"/>
        <relationship type="one" related="mantle.work.effort.WorkEffort"/>
    </entity>
    <entity entity-name="SalesOpportunityOrder" package="mantle.sales.opportunity">
        <description>Associate orders (including proposed/quote orders) with an opportunity</description>
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="orderId" type="id" is-pk="true"/>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunity"/>
        <relationship type="one" related="mantle.order.OrderHeader"/>
    </entity>
    <entity entity-name="SalesOpportunityCompetitor" package="mantle.sales.opportunity">
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="competitorPartyId" type="id" is-pk="true"/>
        <field name="positionEnumId" type="id"/>
        <field name="strengths" type="text-long"/>
        <field name="weaknesses" type="text-long"/>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunity"/>
    </entity>
    <entity entity-name="SalesOpportunityTracking" package="mantle.sales.opportunity">
        <field name="salesOpportunityId" type="id" is-pk="true"/>
        <field name="trackingCodeId" type="id" is-pk="true"/>
        <field name="receivedDate" type="date-time"/>
        <relationship type="one" related="mantle.sales.opportunity.SalesOpportunity"/>
        <relationship type="one" related="mantle.marketing.tracking.TrackingCode"/>
    </entity>

    <!-- ========================================================= -->
    <!-- mantle.sales.forecast -->
    <!-- ========================================================= -->

    <entity entity-name="SalesForecast" package="mantle.sales.forecast">
        <field name="salesForecastId" type="id" is-pk="true"/>
        <field name="parentSalesForecastId" type="id"/>
        <field name="organizationPartyId" type="id"/>
        <field name="internalPartyId" type="id"/>
        <field name="timePeriodId" type="id"/>
        <field name="currencyUomId" type="id"/>
        <field name="quotaAmount" type="currency-amount"/>
        <field name="forecastAmount" type="currency-amount" enable-audit-log="true"/>
        <field name="bestCaseAmount" type="currency-amount"/>
        <field name="closedAmount" type="currency-amount" enable-audit-log="true"/>
        <field name="percentOfQuotaForecast" type="number-decimal"/>
        <field name="percentOfQuotaClosed" type="number-decimal"/>
        <field name="pipelineAmount" type="currency-amount"/>
        <relationship type="one" title="Parent" related="mantle.sales.forecast.SalesForecast">
            <key-map field-name="parentSalesForecastId" related="salesForecastId"/></relationship>
        <relationship type="one" title="Organization" related="mantle.party.Party">
            <key-map field-name="organizationPartyId"/></relationship>
        <relationship type="one" title="Internal" related="mantle.party.Party">
            <key-map field-name="internalPartyId"/></relationship>
        <relationship type="one" related="mantle.party.time.TimePeriod"/>
        <relationship type="one" title="Currency" related="moqui.basic.Uom">
            <key-map field-name="currencyUomId"/></relationship>
    </entity>
    <entity entity-name="SalesForecastDetail" package="mantle.sales.forecast">
        <field name="salesForecastId" type="id" is-pk="true"/>
        <field name="salesForecastDetailSeqId" type="id" is-pk="true"/>
        <field name="amount" type="currency-amount"/>
        <field name="quantity" type="number-decimal"/>
        <field name="quantityUomId" type="id"/>
        <field name="productId" type="id"/>
        <field name="productCategoryId" type="id"/>
        <relationship type="one" related="SalesForecast"/>
        <relationship type="one" title="Quantity" related="moqui.basic.Uom">
            <key-map field-name="quantityUomId"/></relationship>
        <relationship type="one" related="mantle.product.Product"/>
        <relationship type="one" related="mantle.product.category.ProductCategory"/>
    </entity>

    <!-- ========================================================= -->
    <!-- mantle.sales.need -->
    <!-- ========================================================= -->

    <entity entity-name="PartyNeed" package="mantle.sales.need">
        <field name="partyNeedId" type="id" is-pk="true"/>
        <field name="needTypeEnumId" type="id"/>
        <field name="partyId" type="id"/>
        <field name="roleTypeId" type="id"/>
        <field name="communicationEventId" type="id"/>
        <field name="productId" type="id"/>
        <field name="productCategoryId" type="id"/>
        <field name="visitId" type="id"/>
        <field name="datetimeRecorded" type="date-time"/>
        <field name="description" type="text-medium"/>
        <relationship type="one" title="NeedType" related="moqui.basic.Enumeration">
            <key-map field-name="needTypeEnumId"/></relationship>
        <relationship type="one" related="mantle.party.Party"/>
        <relationship type="one" related="mantle.party.RoleType"/>
        <relationship type="one" related="mantle.party.communication.CommunicationEvent"/>
        <relationship type="one" related="mantle.product.Product"/>
        <relationship type="one" related="mantle.product.category.ProductCategory"/>
        <relationship type="one-nofk" related="moqui.server.Visit"/>
    </entity>
</entities>