├── index.js ├── crm.package ├── steedos-app └── main │ └── default │ ├── profiles │ ├── user.profile.yml │ ├── admin.profile.yml │ └── customer.profile.yml │ ├── permissionsets │ └── contract_manager.permissionset.yml │ ├── objects │ ├── leads │ │ ├── fields │ │ │ ├── phone.field.yml │ │ │ ├── title.field.yml │ │ │ ├── email.field.yml │ │ │ ├── website.field.yml │ │ │ ├── fax.field.yml │ │ │ ├── mobilephone.field.yml │ │ │ ├── read.field.yml │ │ │ ├── unread.field.yml │ │ │ ├── converted.field.yml │ │ │ ├── individual.field.yml │ │ │ ├── description.field.yml │ │ │ ├── do_not_call.field.yml │ │ │ ├── annual_revenue.field.yml │ │ │ ├── fax_opt_out.field.yml │ │ │ ├── partner_account.field.yml │ │ │ ├── number_of_employees.field.yml │ │ │ ├── address.field.yml │ │ │ ├── last_transfer_date.field.yml │ │ │ ├── name.field.yml │ │ │ ├── has_opted_out_of_email.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── campaign_id.field.yml │ │ │ ├── converted_account.field.yml │ │ │ ├── converted_contact.field.yml │ │ │ ├── company.field.yml │ │ │ ├── converted_opportunity.field.yml │ │ │ ├── salutation.field.yml │ │ │ ├── rating.field.yml │ │ │ ├── status.field.yml │ │ │ ├── lead_source.field.yml │ │ │ └── industry.field.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ ├── leads.object.yml │ │ ├── buttons │ │ │ ├── convert.button.yml │ │ │ ├── alertConvertedRecords.button.yml │ │ │ ├── convert.button.js │ │ │ └── alertConvertedRecords.button.js │ │ └── listviews │ │ │ ├── recent.listview.yml │ │ │ ├── mine.listview.yml │ │ │ ├── hot.listview.yml │ │ │ ├── today.listview.yml │ │ │ └── all.listview.yml │ ├── agreement │ │ ├── fields │ │ │ ├── name.field.yml │ │ │ ├── start_date.field.yml │ │ │ ├── activated_date.field.yml │ │ │ ├── agreement_term.field.yml │ │ │ ├── description.field.yml │ │ │ ├── company_signed_date.field.yml │ │ │ ├── customer_signed_date.field.yml │ │ │ ├── end_date.field.yml │ │ │ ├── price_book_id.field.yml │ │ │ ├── special_term.field.yml │ │ │ ├── billing_address.field.yml │ │ │ ├── currency.field.yml │ │ │ ├── customer_signed_title.field.yml │ │ │ ├── shipping_address.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── account_id.field.yml │ │ │ ├── activated_by_id.field.yml │ │ │ ├── company_signed_id.field.yml │ │ │ ├── customer_signed_id.field.yml │ │ │ ├── agreement_number.field.yml │ │ │ ├── owner_expiration_notice.field.yml │ │ │ └── status.field.yml │ │ ├── listviews │ │ │ ├── mine.listview.yml │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── agreement.object.yml │ ├── asset │ │ ├── fields │ │ │ ├── price.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── asset_currency.field.yml │ │ │ ├── competitor_asset.field.yml │ │ │ ├── account.field.yml │ │ │ ├── contact.field.yml │ │ │ ├── product.field.yml │ │ │ ├── installed_date.field.yml │ │ │ ├── obsoleted_date.field.yml │ │ │ ├── purchased_date.field.yml │ │ │ ├── description.field.yml │ │ │ ├── asset_number.field.yml │ │ │ ├── name.field.yml │ │ │ └── status.field.yml │ │ ├── asset.object.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ ├── currency │ │ ├── fields │ │ │ ├── name.field.yml │ │ │ ├── shorthand.field.yml │ │ │ └── exchange_rate.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── currency.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── campaign_member │ │ ├── fields │ │ │ ├── fax.field.yml │ │ │ ├── name.field.yml │ │ │ ├── email.field.yml │ │ │ ├── phone.field.yml │ │ │ ├── address.field.yml │ │ │ ├── fax_opt_out.field.yml │ │ │ ├── last_responded.field.yml │ │ │ ├── mobile.field.yml │ │ │ ├── description.field.yml │ │ │ ├── responded.field.yml │ │ │ ├── contact.field.yml │ │ │ ├── has_opted_out_of_email.field.yml │ │ │ ├── do_not_call.field.yml │ │ │ ├── lead.field.yml │ │ │ ├── campany_or_account.field.yml │ │ │ ├── first_responded_date.field.yml │ │ │ ├── campaign_member_currency.field.yml │ │ │ ├── salutation.field.yml │ │ │ ├── campaign_id.field.yml │ │ │ ├── status.field.yml │ │ │ └── lead_source.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── campaign_member.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── product_items │ │ ├── fields │ │ │ ├── unit.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── serial_number.field.yml │ │ │ ├── product.field.yml │ │ │ ├── product_items_number.field.yml │ │ │ └── location.field.yml │ │ ├── product_items.object.yml │ │ ├── permissions │ │ │ ├── user.permission.yml │ │ │ └── admin.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ ├── campaign │ │ ├── fields │ │ │ ├── end_date.field.yml │ │ │ ├── start_date.field.yml │ │ │ ├── is_active.field.yml │ │ │ ├── parent_id.field.yml │ │ │ ├── description.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── actual_cost.field.yml │ │ │ ├── budgeted_cost.field.yml │ │ │ ├── name.field.yml │ │ │ ├── expected_response.field.yml │ │ │ ├── expected_revenue.field.yml │ │ │ ├── number_sent.field.yml │ │ │ ├── hierarchy_number_sent.field.yml │ │ │ ├── hierarchy_number_of_opportunities.field.yml │ │ │ ├── hierarchy_amount_all_opportunities.field.yml │ │ │ ├── inhierarchy_amount_won_opportunities.field.yml │ │ │ ├── status.field.yml │ │ │ └── type.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── campaign.object.yml │ │ └── permissions │ │ │ ├── user.permission.yml │ │ │ └── admin.permission.yml │ ├── case │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── fields │ │ │ ├── web_name.field.yml │ │ │ ├── escalated.field.yml │ │ │ ├── web_company.field.yml │ │ │ ├── web_email.field.yml │ │ │ ├── web_phone.field.yml │ │ │ ├── contact_fax.field.yml │ │ │ ├── account_id.field.yml │ │ │ ├── contact_email.field.yml │ │ │ ├── contact_mobile.field.yml │ │ │ ├── contact_phone.field.yml │ │ │ ├── subject.field.yml │ │ │ ├── datetime_closeed.field.yml │ │ │ ├── datetime_opened.field.yml │ │ │ ├── asset_id.field.yml │ │ │ ├── closed_when_created.field.yml │ │ │ ├── contact_id.field.yml │ │ │ ├── order_reference_number.field.yml │ │ │ ├── parent_case.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── case_currency.field.yml │ │ │ ├── description.field.yml │ │ │ ├── internal_comments.field.yml │ │ │ ├── business_hours_id.field.yml │ │ │ ├── case_number.field.yml │ │ │ ├── priority.field.yml │ │ │ ├── case_origin.field.yml │ │ │ ├── type.field.yml │ │ │ ├── status.field.yml │ │ │ └── case_reason.field.yml │ │ ├── case.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── location │ │ ├── fields │ │ │ ├── is_mobile.field.yml │ │ │ ├── description.field.yml │ │ │ ├── is_inv_location.field.yml │ │ │ ├── name.field.yml │ │ │ └── location_type.field.yml │ │ ├── location.object.yml │ │ ├── listviews │ │ │ └── all.listview.yml │ │ └── permissions │ │ │ ├── user.permission.yml │ │ │ └── admin.permission.yml │ ├── order │ │ ├── fields │ │ │ ├── name.field.yml │ │ │ ├── po_date.field.yml │ │ │ ├── end_date.field.yml │ │ │ ├── po_number.field.yml │ │ │ ├── account_number.field.yml │ │ │ ├── agreement_name.field.yml │ │ │ ├── total_amount.field.yml │ │ │ ├── activated_date.field.yml │ │ │ ├── agreement_end_date.field.yml │ │ │ ├── description.field.yml │ │ │ ├── quote_id.field.yml │ │ │ ├── agreement_id.field.yml │ │ │ ├── order_reference_number.field.yml │ │ │ ├── type.field.yml │ │ │ ├── account_id.field.yml │ │ │ ├── billing_address.field.yml │ │ │ ├── company_authorized_date.field.yml │ │ │ ├── customer_authorized_date.field.yml │ │ │ ├── effective_date.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── shipping_address.field.yml │ │ │ ├── activated_by_id.field.yml │ │ │ ├── company_authorized_by_id.field.yml │ │ │ ├── opportunity_id.field.yml │ │ │ ├── price_book_id.field.yml │ │ │ ├── bill_to_contact.field.yml │ │ │ ├── customer_authorized_by_id.field.yml │ │ │ ├── ship_to_contact_id.field.yml │ │ │ ├── order_number.field.yml │ │ │ └── status.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── order.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── order_line_item │ │ ├── fields │ │ │ ├── end_date.field.yml │ │ │ ├── discount.field.yml │ │ │ ├── subtotal.field.yml │ │ │ ├── has_schedule.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── unit_price.field.yml │ │ │ ├── description.field.yml │ │ │ ├── service_date.field.yml │ │ │ ├── list_price.field.yml │ │ │ ├── product_id.field.yml │ │ │ ├── price_book_entry_id.field.yml │ │ │ ├── order_id.field.yml │ │ │ ├── product_code.field.yml │ │ │ ├── total_price.field.yml │ │ │ ├── original_order_item_id.field.yml │ │ │ ├── available_quantity.field.yml │ │ │ ├── quote_line_item_id.field.yml │ │ │ └── order_item_number.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── order_line_item.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── product │ │ ├── fields │ │ │ ├── product_code.field.yml │ │ │ ├── display_url.field.yml │ │ │ ├── external_id.field.yml │ │ │ ├── description.field.yml │ │ │ ├── product_currency.field.yml │ │ │ ├── revenue_schedule_type.field.yml │ │ │ ├── stock_keeping_unit.field.yml │ │ │ ├── quantity_schedule_type.field.yml │ │ │ ├── quantity_unit_of_measure.field.yml │ │ │ ├── quantity_installment_period.field.yml │ │ │ ├── revenue_installment_period.field.yml │ │ │ ├── revenue_scheduling_enabled.field.yml │ │ │ ├── is_active.field.yml │ │ │ ├── quantity_scheduling_enabled.field.yml │ │ │ ├── name.field.yml │ │ │ ├── number_of_quantity_installments.field.yml │ │ │ ├── number_of_revenue_installments.field.yml │ │ │ ├── external_data_source.field.yml │ │ │ └── family.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── buttons │ │ │ ├── addToPriceBook.button.yml │ │ │ └── addToPriceBook.button.js │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── product.object.yml │ ├── quote │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── fields │ │ │ ├── billing_name.field.yml │ │ │ ├── quote_to_name.field.yml │ │ │ ├── tax.field.yml │ │ │ ├── description.field.yml │ │ │ ├── billing_address.field.yml │ │ │ ├── expiration_date.field.yml │ │ │ ├── is_syncing.field.yml │ │ │ ├── agreement.field.yml │ │ │ ├── name.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── fax.field.yml │ │ │ ├── phone.field.yml │ │ │ ├── quote_currency.field.yml │ │ │ ├── account_id.field.yml │ │ │ ├── discount.field.yml │ │ │ ├── email.field.yml │ │ │ ├── quote_to_address.field.yml │ │ │ ├── shipping_name.field.yml │ │ │ ├── price_book_entry_id.field.yml │ │ │ ├── contact_id.field.yml │ │ │ ├── shipping_address.field.yml │ │ │ ├── shipping_handling.field.yml │ │ │ ├── quote_number.field.yml │ │ │ ├── opportunity_id.field.yml │ │ │ ├── line_items.field.yml │ │ │ ├── total_price.field.yml │ │ │ ├── subtotal.field.yml │ │ │ ├── grand_total.field.yml │ │ │ └── status.field.yml │ │ ├── quote.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── price_book │ │ ├── fields │ │ │ ├── is_standard.field.yml │ │ │ ├── description.field.yml │ │ │ ├── is_active.field.yml │ │ │ └── name.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── price_book.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── product_consumed │ │ ├── fields │ │ │ ├── unit_price.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── description.field.yml │ │ │ ├── product_items.field.yml │ │ │ ├── product.field.yml │ │ │ └── product_consumed_number.field.yml │ │ ├── product_consumed.object.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ ├── quote_line_item │ │ ├── fields │ │ │ ├── list_price.field.yml │ │ │ ├── date.field.yml │ │ │ ├── description.field.yml │ │ │ ├── quote_id.field.yml │ │ │ ├── product_id.field.yml │ │ │ ├── has_schedule.field.yml │ │ │ ├── price_book_entry_id.field.yml │ │ │ ├── discount.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── subtotal.field.yml │ │ │ ├── line_number.field.yml │ │ │ ├── unit_price.field.yml │ │ │ └── total_price.field.yml │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── quote_line_item.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── opportunity_line_item │ │ ├── fields │ │ │ ├── description.field.yml │ │ │ ├── quantity.field.yml │ │ │ ├── service_date.field.yml │ │ │ ├── discount.field.yml │ │ │ ├── list_price.field.yml │ │ │ ├── product_id.field.yml │ │ │ ├── opportunity_id.field.yml │ │ │ ├── product_code.field.yml │ │ │ ├── subtotal.field.yml │ │ │ ├── unit_price.field.yml │ │ │ ├── number.field.yml │ │ │ └── total_price.field.yml │ │ ├── buttons │ │ │ ├── standard_new.button.yml │ │ │ ├── standard_new.button.js │ │ │ ├── addProduct.button.yml │ │ │ ├── selectPriceBook.button.yml │ │ │ ├── addProduct.button.js │ │ │ └── selectPriceBook.button.js │ │ ├── opportunity_line_item.object.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ ├── price_book_entry │ │ ├── buttons │ │ │ ├── standard_new.button.yml │ │ │ ├── standard_new.button.js │ │ │ ├── addProduct.button.yml │ │ │ └── addProduct.button.js │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── fields │ │ │ ├── unit_price.field.yml │ │ │ ├── product_id.field.yml │ │ │ ├── use_standard_price.field.yml │ │ │ ├── is_active.field.yml │ │ │ ├── currency.field.yml │ │ │ ├── price_book_id.field.yml │ │ │ └── product_code.field.yml │ │ ├── price_book_entry.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── product_item_transaction │ │ ├── fields │ │ │ ├── quantity.field.yml │ │ │ ├── product_items.field.yml │ │ │ ├── item_transaction_number.field.yml │ │ │ └── transaction_type.field.yml │ │ ├── product_item_transaction.object.yml │ │ ├── permissions │ │ │ ├── user.permission.yml │ │ │ └── admin.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ ├── opportunity │ │ ├── fields │ │ │ ├── budget_confirmed.field.yml │ │ │ ├── iq_score.field.yml │ │ │ ├── discovery_completed.field.yml │ │ │ ├── roi_analysis_completed.field.yml │ │ │ ├── next_step.field.yml │ │ │ ├── price_book_id.field.yml │ │ │ ├── owner.field.yml │ │ │ ├── agreement_id.field.yml │ │ │ ├── description.field.yml │ │ │ ├── name.field.yml │ │ │ ├── synced_quoted.field.yml │ │ │ ├── private.field.yml │ │ │ ├── partner_account.field.yml │ │ │ ├── total_opportunity_quantity.field.yml │ │ │ ├── expected_revenue.field.yml │ │ │ ├── type.field.yml │ │ │ ├── account.field.yml │ │ │ ├── rating.field.yml │ │ │ ├── opportunity_currency.field.yml │ │ │ ├── due_date.field.yml │ │ │ ├── campaign_id.field.yml │ │ │ ├── loss_reason.field.yml │ │ │ ├── amount.field.yml │ │ │ ├── forecast_category.field.yml │ │ │ ├── probability.field.yml │ │ │ ├── stage.field.yml │ │ │ └── lead_source.field.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ ├── opportunity.object.yml │ │ └── listviews │ │ │ ├── won.listview.yml │ │ │ ├── lost.listview.yml │ │ │ ├── all.listview.yml │ │ │ ├── mine.listview.yml │ │ │ ├── recent.listview.yml │ │ │ └── operating.listview.yml │ ├── agreement_contact_role │ │ ├── listviews │ │ │ ├── recent.listview.yml │ │ │ └── all.listview.yml │ │ ├── fields │ │ │ ├── contact.field.yml │ │ │ └── agreement.field.yml │ │ ├── agreement_contact_role.object.yml │ │ └── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ ├── opportunity_contact_role │ │ ├── fields │ │ │ ├── is_primary.field.yml │ │ │ ├── contact_id.field.yml │ │ │ ├── number.field.yml │ │ │ ├── opportunity_id.field.yml │ │ │ └── roles.field.yml │ │ ├── opportunity_contact_role.object.yml │ │ ├── permissions │ │ │ ├── admin.permission.yml │ │ │ └── user.permission.yml │ │ └── listviews │ │ │ └── all.listview.yml │ └── account_contact_relationship │ │ ├── fields │ │ ├── end_date.field.yml │ │ ├── is_active.field.yml │ │ ├── start_date.field.yml │ │ ├── contact_id.field.yml │ │ ├── number.field.yml │ │ ├── account_id.field.yml │ │ ├── is_direct.field.yml │ │ ├── relationship_strength.field.yml │ │ └── role.field.yml │ │ ├── account_contact_relationship.object.yml │ │ ├── buttons │ │ ├── addContact.button.yml │ │ └── addContact.button.js │ │ ├── permissions │ │ ├── admin.permission.yml │ │ └── user.permission.yml │ │ └── listviews │ │ ├── all.listview.yml │ │ └── recent.listview.yml │ ├── applications │ ├── service.app.yml │ ├── inventory.app.yml │ ├── marketing.app.yml │ ├── order.app.yml │ └── sales.app.yml │ ├── objectTranslations │ ├── agreement_contact_role.en │ │ └── agreement_contact_role.en.objectTranslation.yml │ ├── agreement_contact_role.zh-CN │ │ └── agreement_contact_role.zh-CN.objectTranslation.yml │ ├── currency.en │ │ └── currency.en.objectTranslation.yml │ ├── currency.zh-CN │ │ └── currency.zh-CN.objectTranslation.yml │ ├── price_book.en │ │ └── price_book.en.objectTranslation.yml │ ├── price_book.zh-CN │ │ └── price_book.zh-CN.objectTranslation.yml │ ├── product_items.en │ │ └── product_items.en.objectTranslation.yml │ ├── product_items.zh-CN │ │ └── product_items.zh-CN.objectTranslation.yml │ ├── product_consumed.en │ │ └── product_consumed.en.objectTranslation.yml │ ├── product_consumed.zh-CN │ │ └── product_consumed.zh-CN.objectTranslation.yml │ ├── product_item_transaction.en │ │ └── product_item_transaction.en.objectTranslation.yml │ ├── product_item_transaction.zh-CN │ │ └── product_item_transaction.zh-CN.objectTranslation.yml │ ├── location.en │ │ └── location.en.objectTranslation.yml │ ├── location.zh-CN │ │ └── location.zh-CN.objectTranslation.yml │ ├── price_book_entry.en │ │ └── price_book_entry.en.objectTranslation.yml │ ├── price_book_entry.zh-CN │ │ └── price_book_entry.zh-CN.objectTranslation.yml │ ├── opportunity_contact_role.en │ │ └── opportunity_contact_role.en.objectTranslation.yml │ ├── opportunity_contact_role.zh-CN │ │ └── opportunity_contact_role.zh-CN.objectTranslation.yml │ ├── opportunity_line_item.en │ │ └── opportunity_line_item.en.objectTranslation.yml │ ├── opportunity_line_item.zh-CN │ │ └── opportunity_line_item.zh-CN.objectTranslation.yml │ ├── asset.en │ │ └── asset.en.objectTranslation.yml │ ├── asset.zh-CN │ │ └── asset.zh-CN.objectTranslation.yml │ ├── quote_line_item.en │ │ └── quote_line_item.en.objectTranslation.yml │ ├── quote_line_item.zh-CN │ │ └── quote_line_item.zh-CN.objectTranslation.yml │ ├── order_line_item.en │ │ └── order_line_item.en.objectTranslation.yml │ ├── order_line_item.zh-CN │ │ └── order_line_item.zh-CN.objectTranslation.yml │ ├── account_contact_relationship.en │ │ └── account_contact_relationship.en.objectTranslation.yml │ ├── account_contact_relationship.zh-CN │ │ └── account_contact_relationship.zh-CN.objectTranslation.yml │ ├── product.en │ │ └── product.en.objectTranslation.yml │ └── product.zh-CN │ │ └── product.zh-CN.objectTranslation.yml │ └── translations │ ├── en.translation.yml │ └── zh-CN.translation.yml ├── plugin.config.yml ├── .vscode ├── extensions.json ├── settings.json └── launch.json ├── .env ├── nodemon.json ├── server.js ├── README.md ├── steedos-config.yml ├── LICENSE ├── package.json └── .gitignore /index.js: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /crm.package: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/steedos/steedos-app-crm/HEAD/crm.package -------------------------------------------------------------------------------- /steedos-app/main/default/profiles/user.profile.yml: -------------------------------------------------------------------------------- 1 | name: user 2 | license: platform 3 | -------------------------------------------------------------------------------- /steedos-app/main/default/profiles/admin.profile.yml: -------------------------------------------------------------------------------- 1 | name: admin 2 | license: platform 3 | -------------------------------------------------------------------------------- /plugin.config.yml: -------------------------------------------------------------------------------- 1 | datasources: 2 | default: 3 | objectFiles: 4 | - "./steedos-app/**" -------------------------------------------------------------------------------- /steedos-app/main/default/permissionsets/contract_manager.permissionset.yml: -------------------------------------------------------------------------------- 1 | name: contract_manager 2 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/phone.field.yml: -------------------------------------------------------------------------------- 1 | name: phone 2 | label: 电话 3 | sort_no: 190 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/title.field.yml: -------------------------------------------------------------------------------- 1 | name: title 2 | label: 职务 3 | sort_no: 150 4 | type: text 5 | -------------------------------------------------------------------------------- /.vscode/extensions.json: -------------------------------------------------------------------------------- 1 | { 2 | "recommendations": [ 3 | "redhat.vscode-yaml", "mongodb.mongodb-vscode" 4 | ] 5 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | label: 主协议名 3 | sort_no: 300 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/price.field.yml: -------------------------------------------------------------------------------- 1 | name: price 2 | label: 价格 3 | sort_no: 130 4 | type: currency 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | label: 货币名称 3 | sort_no: 100 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/email.field.yml: -------------------------------------------------------------------------------- 1 | name: email 2 | label: 电子邮件 3 | sort_no: 170 4 | type: email 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/website.field.yml: -------------------------------------------------------------------------------- 1 | name: website 2 | label: 网址 3 | sort_no: 140 4 | type: url 5 | -------------------------------------------------------------------------------- /.env: -------------------------------------------------------------------------------- 1 | MONGO_URL=mongodb://127.0.0.1:27017/steedos0114 2 | ROOT_URL=http://127.0.0.1:5000/ 3 | PORT=5000 4 | ENV_STORAGE_DIR=./storage -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | label: 数量 3 | sort_no: 150 4 | type: number 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/fax.field.yml: -------------------------------------------------------------------------------- 1 | name: fax 2 | label: 传真 3 | sort_no: 150 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | label: 姓名 3 | sort_no: 160 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/unit.field.yml: -------------------------------------------------------------------------------- 1 | name: unit 2 | label: 单位 3 | sort_no: 140 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: end_date 2 | label: 结束日期 3 | sort_no: 170 4 | type: date 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/start_date.field.yml: -------------------------------------------------------------------------------- 1 | name: start_date 2 | label: 开始日期 3 | sort_no: 150 4 | type: date 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/email.field.yml: -------------------------------------------------------------------------------- 1 | name: email 2 | label: 电子邮件 3 | sort_no: 140 4 | type: email 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/fields/shorthand.field.yml: -------------------------------------------------------------------------------- 1 | name: shorthand 2 | label: 简称 3 | sort_no: 110 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/fax.field.yml: -------------------------------------------------------------------------------- 1 | name: fax 2 | hidden: true 3 | label: 传真 4 | sort_no: 270 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/mobilephone.field.yml: -------------------------------------------------------------------------------- 1 | name: mobilephone 2 | label: 手机 3 | sort_no: 210 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/asset_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: asset_currency 2 | label: 资产币种 3 | sort_no: 220 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/read.field.yml: -------------------------------------------------------------------------------- 1 | name: read 2 | hidden: true 3 | label: 读取 4 | sort_no: 350 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/fields/is_mobile.field.yml: -------------------------------------------------------------------------------- 1 | name: is_mobile 2 | label: 移动位置 3 | sort_no: 130 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | hidden: true 3 | label: 订单名 4 | sort_no: 340 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: end_date 2 | label: 结束日期 3 | sort_no: 180 4 | type: date 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/product_code.field.yml: -------------------------------------------------------------------------------- 1 | name: product_code 2 | label: 产品代码 3 | sort_no: 120 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/web_name.field.yml: -------------------------------------------------------------------------------- 1 | name: web_name 2 | group: Web信息 3 | label: Web名称 4 | sort_no: 260 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/unread.field.yml: -------------------------------------------------------------------------------- 1 | name: unread 2 | hidden: true 3 | label: 未读 4 | sort_no: 360 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/po_date.field.yml: -------------------------------------------------------------------------------- 1 | name: po_date 2 | hidden: true 3 | label: 订单日期 4 | sort_no: 360 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/fields/is_standard.field.yml: -------------------------------------------------------------------------------- 1 | name: is_standard 2 | label: 是标准价格手册 3 | sort_no: 130 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/unit_price.field.yml: -------------------------------------------------------------------------------- 1 | name: unit_price 2 | label: 单价 3 | sort_no: 140 4 | type: currency 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/list_price.field.yml: -------------------------------------------------------------------------------- 1 | name: list_price 2 | label: 定价 3 | sort_no: 110 4 | type: currency 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/competitor_asset.field.yml: -------------------------------------------------------------------------------- 1 | name: competitor_asset 2 | label: 竞争对手资产 3 | sort_no: 180 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/escalated.field.yml: -------------------------------------------------------------------------------- 1 | name: escalated 2 | hidden: true 3 | label: 已升级 4 | sort_no: 330 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/web_company.field.yml: -------------------------------------------------------------------------------- 1 | name: web_company 2 | group: Web信息 3 | label: Web公司 4 | sort_no: 250 5 | type: url 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/web_email.field.yml: -------------------------------------------------------------------------------- 1 | name: web_email 2 | group: Web信息 3 | label: Web电子邮件 4 | sort_no: 240 5 | type: email 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/web_phone.field.yml: -------------------------------------------------------------------------------- 1 | name: web_phone 2 | group: Web信息 3 | label: Web电话 4 | sort_no: 270 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/converted.field.yml: -------------------------------------------------------------------------------- 1 | name: converted 2 | hidden: true 3 | label: 已转换 4 | sort_no: 370 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/individual.field.yml: -------------------------------------------------------------------------------- 1 | name: individual 2 | hidden: true 3 | label: 个人 4 | sort_no: 260 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | label: 行描述 3 | sort_no: 150 4 | type: text 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: end_date 2 | hidden: true 3 | label: 订单结束日期 4 | sort_no: 370 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/po_number.field.yml: -------------------------------------------------------------------------------- 1 | name: po_number 2 | hidden: true 3 | label: 订单编号 4 | sort_no: 380 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/buttons/standard_new.button.yml: -------------------------------------------------------------------------------- 1 | name: standard_new 2 | is_enable: true 3 | visible: false //禁用新增 4 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | label: 数量 3 | sort_no: 120 4 | type: number 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/account.field.yml: -------------------------------------------------------------------------------- 1 | name: account 2 | label: 客户 3 | reference_to: accounts 4 | sort_no: 140 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/contact.field.yml: -------------------------------------------------------------------------------- 1 | name: contact 2 | label: 联系人 3 | reference_to: contacts 4 | sort_no: 160 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/product.field.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | label: 产品 3 | reference_to: product 4 | sort_no: 120 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/contact_fax.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_fax 2 | hidden: true 3 | label: 联系人传真 4 | sort_no: 370 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | hidden: true 3 | label: 描述 4 | sort_no: 290 5 | type: textarea 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/do_not_call.field.yml: -------------------------------------------------------------------------------- 1 | name: do_not_call 2 | hidden: true 3 | label: 请勿致电 4 | sort_no: 300 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/budget_confirmed.field.yml: -------------------------------------------------------------------------------- 1 | name: budget_confirmed 2 | label: 有预算 3 | sort_no: 200 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/iq_score.field.yml: -------------------------------------------------------------------------------- 1 | name: iq_score 2 | hidden: true 3 | label: 业务机会得分 4 | sort_no: 290 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/standard_new.button.yml: -------------------------------------------------------------------------------- 1 | name: standard_new 2 | is_enable: true 3 | visible: false //禁用新增 4 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | label: 描述 3 | rows: 3 4 | sort_no: 120 5 | type: textarea 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/buttons/standard_new.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | standard_newVisible: false //禁用新增 4 | 5 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/display_url.field.yml: -------------------------------------------------------------------------------- 1 | name: display_url 2 | hidden: true 3 | label: 显示URL 4 | sort_no: 280 5 | type: url 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/external_id.field.yml: -------------------------------------------------------------------------------- 1 | name: external_id 2 | hidden: true 3 | label: 外部ID 4 | sort_no: 170 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/billing_name.field.yml: -------------------------------------------------------------------------------- 1 | name: billing_name 2 | group: 地址信息 3 | label: 收票人姓名 4 | sort_no: 270 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/start_date.field.yml: -------------------------------------------------------------------------------- 1 | name: start_date 2 | label: 主协议开始日期 3 | required: true 4 | sort_no: 110 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/campaign_member.object.yml: -------------------------------------------------------------------------------- 1 | name: campaign_member 2 | enable_audit: true 3 | icon: campaign 4 | label: 市场活动成员 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/account_id.field.yml: -------------------------------------------------------------------------------- 1 | name: account_id 2 | label: 客户 3 | reference_to: accounts 4 | sort_no: 150 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/contact_email.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_email 2 | label: 联系人电子邮件 3 | readonly: true 4 | sort_no: 130 5 | type: email 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/contact_mobile.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_mobile 2 | hidden: true 3 | label: 联系人移动电话 4 | sort_no: 380 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/contact_phone.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_phone 2 | label: 联系人电话 3 | readonly: true 4 | sort_no: 110 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/subject.field.yml: -------------------------------------------------------------------------------- 1 | name: subject 2 | group: 备注信息 3 | is_wide: true 4 | label: 主题 5 | sort_no: 210 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/fields/exchange_rate.field.yml: -------------------------------------------------------------------------------- 1 | name: exchange_rate 2 | label: 汇率（人民币） 3 | scale: 2 4 | sort_no: 120 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/annual_revenue.field.yml: -------------------------------------------------------------------------------- 1 | name: annual_revenue 2 | hidden: true 3 | label: 年收入 4 | sort_no: 280 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/fax_opt_out.field.yml: -------------------------------------------------------------------------------- 1 | name: fax_opt_out 2 | hidden: true 3 | label: 退出传真列表 4 | sort_no: 320 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/discovery_completed.field.yml: -------------------------------------------------------------------------------- 1 | name: discovery_completed 2 | label: 勘察结束 3 | sort_no: 220 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/standard_new.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | standard_newVisible: false //禁用新增 4 | 5 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/account_number.field.yml: -------------------------------------------------------------------------------- 1 | name: account_number 2 | hidden: true 3 | label: 客户编号 4 | sort_no: 290 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/agreement_name.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_name 2 | hidden: true 3 | label: 主协议名 4 | sort_no: 240 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/total_amount.field.yml: -------------------------------------------------------------------------------- 1 | name: total_amount 2 | hidden: true 3 | label: 订单金额 4 | sort_no: 390 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/discount.field.yml: -------------------------------------------------------------------------------- 1 | name: discount 2 | hidden: true 3 | label: 折扣（%） 4 | sort_no: 250 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/subtotal.field.yml: -------------------------------------------------------------------------------- 1 | name: subtotal 2 | hidden: true 3 | label: 小计 4 | sort_no: 240 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/fields/is_active.field.yml: -------------------------------------------------------------------------------- 1 | name: is_active 2 | defaultValue: true 3 | label: 已启用 4 | sort_no: 110 5 | type: toggle 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | label: 消耗数量 3 | required: true 4 | sort_no: 130 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | label: 现存数量 3 | required: true 4 | sort_no: 130 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/quote_to_name.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_to_name 2 | hidden: true 3 | label: 收报价人姓名 4 | sort_no: 340 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/activated_date.field.yml: -------------------------------------------------------------------------------- 1 | name: activated_date 2 | hidden: true 3 | label: 启用日期 4 | sort_no: 290 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/installed_date.field.yml: -------------------------------------------------------------------------------- 1 | name: installed_date 2 | label: 安装日期 3 | searchable: true 4 | sort_no: 190 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/obsoleted_date.field.yml: -------------------------------------------------------------------------------- 1 | name: obsoleted_date 2 | label: 使用结束日期 3 | searchable: true 4 | sort_no: 210 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/purchased_date.field.yml: -------------------------------------------------------------------------------- 1 | name: purchased_date 2 | label: 购买日期 3 | searchable: true 4 | sort_no: 170 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/is_active.field.yml: -------------------------------------------------------------------------------- 1 | name: is_active 2 | inlineHelpText: 标记市场活动是否启用。 3 | label: 启用 4 | sort_no: 120 5 | type: toggle 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/parent_id.field.yml: -------------------------------------------------------------------------------- 1 | name: parent_id 2 | label: 父级市场活动 3 | reference_to: campaign 4 | sort_no: 140 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/phone.field.yml: -------------------------------------------------------------------------------- 1 | name: phone 2 | inlineHelpText: 潜在客户或联系人的电话号码。 3 | label: 电话 4 | sort_no: 210 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/case.object.yml: -------------------------------------------------------------------------------- 1 | name: case 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: case 6 | label: 个案 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/datetime_closeed.field.yml: -------------------------------------------------------------------------------- 1 | name: datetime_closeed 2 | hidden: true 3 | label: 结束日期 4 | sort_no: 360 5 | type: datetime 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/datetime_opened.field.yml: -------------------------------------------------------------------------------- 1 | name: datetime_opened 2 | hidden: true 3 | label: 开始日期 4 | sort_no: 340 5 | type: datetime 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/partner_account.field.yml: -------------------------------------------------------------------------------- 1 | name: partner_account 2 | hidden: true 3 | label: 合作伙伴客户 4 | sort_no: 340 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/activated_date.field.yml: -------------------------------------------------------------------------------- 1 | name: activated_date 2 | hidden: true 3 | label: 启用日期 4 | sort_no: 270 5 | type: datetime 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/has_schedule.field.yml: -------------------------------------------------------------------------------- 1 | name: has_schedule 2 | hidden: true 3 | label: 计划 4 | sort_no: 260 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 价格手册名 4 | required: true 5 | sort_no: 100 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/tax.field.yml: -------------------------------------------------------------------------------- 1 | name: tax 2 | group: 总计 3 | inlineHelpText: 报价的总税额。 4 | label: 税收 5 | sort_no: 200 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/agreement_term.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_term 2 | label: 主协议期限（月） 3 | required: true 4 | sort_no: 150 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | group: 备注信息 3 | label: 备注 4 | rows: 3 5 | sort_no: 220 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 描述 4 | rows: 3 5 | sort_no: 230 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 描述 4 | rows: 3 5 | sort_no: 180 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/address.field.yml: -------------------------------------------------------------------------------- 1 | name: address 2 | is_wide: true 3 | label: 地址 4 | rows: 3 5 | sort_no: 250 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/fax_opt_out.field.yml: -------------------------------------------------------------------------------- 1 | name: fax_opt_out 2 | hidden: true 3 | label: 退出传真列表 4 | sort_no: 270 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/last_responded.field.yml: -------------------------------------------------------------------------------- 1 | name: last_responded 2 | hidden: true 3 | label: 上次响应日期 4 | sort_no: 300 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/mobile.field.yml: -------------------------------------------------------------------------------- 1 | name: mobile 2 | inlineHelpText: 潜在客户或联系人的手机号。 3 | label: 手机 4 | sort_no: 200 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/asset_id.field.yml: -------------------------------------------------------------------------------- 1 | name: asset_id 2 | hidden: true 3 | label: 资产 4 | reference_to: asset 5 | sort_no: 280 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/closed_when_created.field.yml: -------------------------------------------------------------------------------- 1 | name: closed_when_created 2 | hidden: true 3 | label: 创建时关闭 4 | sort_no: 310 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/contact_id.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_id 2 | label: 联系人姓名 3 | reference_to: contacts 4 | sort_no: 140 5 | type: master_detail 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/number_of_employees.field.yml: -------------------------------------------------------------------------------- 1 | name: number_of_employees 2 | label: 职员数 3 | sort_no: 200 4 | sortable: true 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 描述 4 | rows: 3 5 | sort_no: 140 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/roi_analysis_completed.field.yml: -------------------------------------------------------------------------------- 1 | name: roi_analysis_completed 2 | label: 完成ROI分析 3 | sort_no: 230 4 | type: boolean 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/agreement_end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_end_date 2 | hidden: true 3 | label: 主协议结束日期 4 | sort_no: 250 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 说明 4 | rows: 3 5 | sort_no: 200 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/quote_id.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_id 2 | hidden: true 3 | label: 报价 4 | reference_to: quote 5 | sort_no: 310 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/order.object.yml: -------------------------------------------------------------------------------- 1 | name: order 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: orders 6 | label: 订单 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | inlineHelpText: 产品的单位数量。 3 | label: 数量 4 | sort_no: 110 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 产品描述 4 | rows: 3 5 | sort_no: 150 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 描述 4 | rows: 3 5 | sort_no: 180 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/quote.object.yml: -------------------------------------------------------------------------------- 1 | name: quote 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: quotes 6 | label: 报价 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/date.field.yml: -------------------------------------------------------------------------------- 1 | name: date 2 | inlineHelpText: 产品日期、有效日期或产品的其他日期。 3 | label: 日期 4 | sort_no: 170 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/company_signed_date.field.yml: -------------------------------------------------------------------------------- 1 | name: company_signed_date 2 | group: 签名信息 3 | label: 公司签字日期 4 | sort_no: 260 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/customer_signed_date.field.yml: -------------------------------------------------------------------------------- 1 | name: customer_signed_date 2 | group: 签名信息 3 | label: 客户签字日期 4 | sort_no: 270 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: end_date 2 | hidden: true 3 | label: 主协议结束日期 4 | readonly: true 5 | sort_no: 130 6 | type: date 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/price_book_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_id 2 | label: 价格手册 3 | reference_to: price_book 4 | sort_no: 180 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/special_term.field.yml: -------------------------------------------------------------------------------- 1 | name: special_term 2 | group: 备注信息 3 | label: 特别条款 4 | rows: 3 5 | sort_no: 210 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/fields/contact.field.yml: -------------------------------------------------------------------------------- 1 | name: contact 2 | label: 启用人 3 | reference_to: contacts 4 | sort_no: 110 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/order_reference_number.field.yml: -------------------------------------------------------------------------------- 1 | name: order_reference_number 2 | hidden: true 3 | label: 订单参考编号 4 | sort_no: 290 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/parent_case.field.yml: -------------------------------------------------------------------------------- 1 | name: parent_case 2 | hidden: true 3 | label: 父级个案 4 | reference_to: case 5 | sort_no: 350 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/address.field.yml: -------------------------------------------------------------------------------- 1 | name: address 2 | group: 地址信息 3 | is_wide: true 4 | label: 地址 5 | rows: 3 6 | sort_no: 240 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/last_transfer_date.field.yml: -------------------------------------------------------------------------------- 1 | name: last_transfer_date 2 | hidden: true 3 | label: 上次更改客户经理日期 4 | sort_no: 330 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 姓名 4 | required: true 5 | searchable: true 6 | sort_no: 120 7 | type: text 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/fields/is_inv_location.field.yml: -------------------------------------------------------------------------------- 1 | name: is_inv_location 2 | defaultValue: true 3 | label: 库存位置 4 | sort_no: 120 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/next_step.field.yml: -------------------------------------------------------------------------------- 1 | name: next_step 2 | inlineHelpText: 说明关闭业务机会后下一步的任务。 3 | label: 下一步 4 | sort_no: 250 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/price_book_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_id 2 | label: 价格手册 3 | reference_to: price_book 4 | sort_no: 190 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/agreement_id.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_id 2 | label: 主协议编号 3 | reference_to: agreement 4 | sort_no: 110 5 | type: master_detail 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/order_reference_number.field.yml: -------------------------------------------------------------------------------- 1 | name: order_reference_number 2 | hidden: true 3 | label: 订单参考编号 4 | sort_no: 330 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/type.field.yml: -------------------------------------------------------------------------------- 1 | name: type 2 | label: 订单类型 3 | options: 4 | - label: 无 5 | value: none 6 | sort_no: 130 7 | type: select 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/unit_price.field.yml: -------------------------------------------------------------------------------- 1 | name: unit_price 2 | inlineHelpText: 订单产品的单价。 3 | label: 单价 4 | sort_no: 120 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/product_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: product_currency 2 | label: 产品货币 3 | reference_to: currency 4 | sort_no: 130 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/revenue_schedule_type.field.yml: -------------------------------------------------------------------------------- 1 | name: revenue_schedule_type 2 | hidden: true 3 | label: 收入计划类型 4 | sort_no: 230 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/stock_keeping_unit.field.yml: -------------------------------------------------------------------------------- 1 | name: stock_keeping_unit 2 | hidden: true 3 | label: 产品最小存货单位 4 | sort_no: 160 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/billing_address.field.yml: -------------------------------------------------------------------------------- 1 | name: billing_address 2 | group: 地址信息 3 | label: 收票人地址 4 | rows: 3 5 | sort_no: 290 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/expiration_date.field.yml: -------------------------------------------------------------------------------- 1 | name: expiration_date 2 | inlineHelpText: 该报价的失效日期。 3 | label: 到期日期 4 | sort_no: 110 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/is_syncing.field.yml: -------------------------------------------------------------------------------- 1 | name: is_syncing 2 | inlineHelpText: 报价是否与关联的业务机会同步。(只读) 3 | label: 正在同步 4 | sort_no: 130 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/billing_address.field.yml: -------------------------------------------------------------------------------- 1 | name: billing_address 2 | group: 地址信息 3 | label: 开单地址 4 | rows: 3 5 | sort_no: 190 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/currency.field.yml: -------------------------------------------------------------------------------- 1 | name: currency 2 | hidden: true 3 | label: 主协议币种 4 | reference_to: currency 5 | sort_no: 310 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/customer_signed_title.field.yml: -------------------------------------------------------------------------------- 1 | name: customer_signed_title 2 | group: 签名信息 3 | label: 客户签字人职务 4 | sort_no: 250 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/shipping_address.field.yml: -------------------------------------------------------------------------------- 1 | name: shipping_address 2 | group: 地址信息 3 | label: 发货地址 4 | rows: 3 5 | sort_no: 200 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - agreement 4 | - contact 5 | label: 所有主协议联系人角色 6 | shared: true 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/asset_number.field.yml: -------------------------------------------------------------------------------- 1 | name: asset_number 2 | filterable: true 3 | label: 序列号 4 | searchable: true 5 | sort_no: 200 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 描述 4 | rows: 3 5 | sort_no: 130 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/responded.field.yml: -------------------------------------------------------------------------------- 1 | name: responded 2 | inlineHelpText: 表示市场活动成员是否已响应。 3 | label: 已响应 4 | sort_no: 220 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: false 3 | index: true 4 | label: 个案所有人 5 | omit: false 6 | sort_no: 100 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/currency.object.yml: -------------------------------------------------------------------------------- 1 | name: currency 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: currency 6 | label: 货币 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - shorthand 5 | - exchange_rate 6 | label: 所有货币 7 | shared: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/has_opted_out_of_email.field.yml: -------------------------------------------------------------------------------- 1 | name: has_opted_out_of_email 2 | hidden: true 3 | label: 退出邮件列表 4 | sort_no: 310 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: false 3 | index: true 4 | label: 我方客户经理 5 | omit: false 6 | sort_no: 110 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/location.object.yml: -------------------------------------------------------------------------------- 1 | name: location 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: location 6 | label: 位置 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/opportunity_line_item.object.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_line_item 2 | enable_audit: true 3 | icon: opportunity 4 | label: 业务机会产品 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/account_id.field.yml: -------------------------------------------------------------------------------- 1 | name: account_id 2 | label: 客户 3 | reference_to: accounts 4 | required: true 5 | sort_no: 120 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/billing_address.field.yml: -------------------------------------------------------------------------------- 1 | name: billing_address 2 | is_wide: true 3 | label: 账单地址 4 | rows: 3 5 | sort_no: 190 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/company_authorized_date.field.yml: -------------------------------------------------------------------------------- 1 | name: company_authorized_date 2 | hidden: true 3 | label: 公司授权日期 4 | sort_no: 230 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/customer_authorized_date.field.yml: -------------------------------------------------------------------------------- 1 | name: customer_authorized_date 2 | hidden: true 3 | label: 客户授权日期 4 | sort_no: 280 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/effective_date.field.yml: -------------------------------------------------------------------------------- 1 | name: effective_date 2 | index: true 3 | label: 订单开始日期 4 | required: true 5 | sort_no: 140 6 | type: date 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: true 3 | index: true 4 | label: 订单所有人 5 | omit: false 6 | sort_no: 350 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/shipping_address.field.yml: -------------------------------------------------------------------------------- 1 | name: shipping_address 2 | is_wide: true 3 | label: 邮寄地址 4 | rows: 3 5 | sort_no: 180 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 行备注 4 | rows: 3 5 | sort_no: 140 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/service_date.field.yml: -------------------------------------------------------------------------------- 1 | name: service_date 2 | inlineHelpText: 订单产品的开始日期。 3 | label: 开始日期 4 | sort_no: 150 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/quantity_schedule_type.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity_schedule_type 2 | hidden: true 3 | label: 数量计划类型 4 | sort_no: 260 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/agreement.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement 2 | hidden: true 3 | label: 主协议 4 | reference_to: agreement 5 | sort_no: 320 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 报价名称 4 | required: true 5 | searchable: true 6 | sort_no: 120 7 | type: text 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: true 3 | index: true 4 | label: 所有人姓名 5 | omit: false 6 | sort_no: 310 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | is_wide: true 3 | label: 行项目描述 4 | rows: 3 5 | sort_no: 180 6 | type: textarea 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: false 3 | index: true 4 | label: 主协议所有人 5 | omit: false 6 | sort_no: 100 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/fields/agreement.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement 2 | label: 主协议 3 | reference_to: agreement 4 | sort_no: 100 5 | type: master_detail 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/campaign.object.yml: -------------------------------------------------------------------------------- 1 | name: campaign 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: campaign 6 | label: 市场活动 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: false 3 | index: true 4 | label: 市场活动所有人 5 | omit: false 6 | sort_no: 110 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/contact.field.yml: -------------------------------------------------------------------------------- 1 | name: contact 2 | label: 联系人 3 | reference_to: contacts 4 | required: true 5 | sort_no: 120 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/case_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: case_currency 2 | hidden: true 3 | label: 个案币种 4 | reference_to: currency 5 | sort_no: 300 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | group: 备注信息 3 | is_wide: true 4 | label: 描述 5 | rows: 3 6 | sort_no: 220 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/owner.field.yml: -------------------------------------------------------------------------------- 1 | name: owner 2 | hidden: false 3 | index: true 4 | label: 我方客户经理 5 | omit: false 6 | sort_no: 110 7 | sortable: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | defaultValue: 1 3 | label: 数量 4 | required: true 5 | sort_no: 120 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/service_date.field.yml: -------------------------------------------------------------------------------- 1 | name: service_date 2 | inlineHelpText: 某个业务机会产品的关闭日期。 3 | label: 日期 4 | sort_no: 140 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/activated_by_id.field.yml: -------------------------------------------------------------------------------- 1 | name: activated_by_id 2 | hidden: true 3 | label: 启用人 4 | reference_to: users 5 | sort_no: 260 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/quantity_unit_of_measure.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity_unit_of_measure 2 | hidden: true 3 | label: 数量计量单位 4 | sort_no: 270 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/serial_number.field.yml: -------------------------------------------------------------------------------- 1 | name: serial_number 2 | inlineHelpText: 如果现存数量是 1，则输入序号。 3 | label: 序号 4 | sort_no: 150 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/account_id.field.yml: -------------------------------------------------------------------------------- 1 | name: account_id 2 | label: 客户名 3 | reference_to: accounts 4 | required: true 5 | sort_no: 140 6 | type: master_detail 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/activated_by_id.field.yml: -------------------------------------------------------------------------------- 1 | name: activated_by_id 2 | hidden: true 3 | label: 启用人 4 | reference_to: users 5 | sort_no: 280 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/listviews/mine.listview.yml: -------------------------------------------------------------------------------- 1 | name: mine 2 | filter_scope: mine 3 | label: 我的主协议 4 | shared: true 5 | sort: 6 | - - create_date 7 | - desc 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | filter_scope: space 3 | label: 最近查看 4 | shared: true 5 | sort: 6 | - - create_date 7 | - desc 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/has_opted_out_of_email.field.yml: -------------------------------------------------------------------------------- 1 | name: has_opted_out_of_email 2 | hidden: true 3 | label: 退出邮件列表 4 | sort_no: 260 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/agreement_id.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_id 2 | hidden: true 3 | label: 主协议 4 | reference_to: agreement 5 | sort_no: 300 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | group: 备注信息 3 | is_wide: true 4 | label: 描述 5 | rows: 3 6 | sort_no: 270 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/company_authorized_by_id.field.yml: -------------------------------------------------------------------------------- 1 | name: company_authorized_by_id 2 | label: 公司授权人 3 | reference_to: users 4 | sort_no: 170 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/opportunity_id.field.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_id 2 | hidden: true 3 | label: 业务机会 4 | reference_to: opportunity 5 | sort_no: 210 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/price_book_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_id 2 | hidden: true 3 | label: 价格手册 4 | reference_to: price_book 5 | sort_no: 220 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/price_book.object.yml: -------------------------------------------------------------------------------- 1 | name: price_book 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: pricebook 6 | label: 价格手册 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/unit_price.field.yml: -------------------------------------------------------------------------------- 1 | name: unit_price 2 | inlineHelpText: 价格手册内的产品的价格，包括货币。 3 | label: 价目表价格 4 | sort_no: 140 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/quantity_installment_period.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity_installment_period 2 | hidden: true 3 | label: 数量分期付款周期 4 | sort_no: 240 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/revenue_installment_period.field.yml: -------------------------------------------------------------------------------- 1 | name: revenue_installment_period 2 | hidden: true 3 | label: 收入分期付款周期 4 | sort_no: 210 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/revenue_scheduling_enabled.field.yml: -------------------------------------------------------------------------------- 1 | name: revenue_scheduling_enabled 2 | hidden: true 3 | label: 已启用收入计划 4 | sort_no: 190 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/fax.field.yml: -------------------------------------------------------------------------------- 1 | name: fax 2 | group: 准备用于 3 | inlineHelpText: 与报价关联的联系人传真号码。如果可用，则在您添加联系人时自动填写。 4 | label: 传真 5 | sort_no: 260 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/phone.field.yml: -------------------------------------------------------------------------------- 1 | name: phone 2 | group: 准备用于 3 | inlineHelpText: 与报价关联的联系人电话号码。如果可用，则在您添加联系人时自动填写。 4 | label: 电话 5 | sort_no: 240 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/quote_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_currency 2 | hidden: true 3 | label: 报价币种 4 | reference_to: currency 5 | sort_no: 370 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/company_signed_id.field.yml: -------------------------------------------------------------------------------- 1 | name: company_signed_id 2 | group: 签名信息 3 | label: 公司签字人 4 | reference_to: users 5 | sort_no: 240 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/internal_comments.field.yml: -------------------------------------------------------------------------------- 1 | name: internal_comments 2 | group: 备注信息 3 | is_wide: true 4 | label: 内部注释 5 | rows: 3 6 | sort_no: 230 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/campaign_id.field.yml: -------------------------------------------------------------------------------- 1 | name: campaign_id 2 | label: 市场活动 3 | reference_to: campaign 4 | searchable: true 5 | sort_no: 250 6 | type: master_detail 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/converted_account.field.yml: -------------------------------------------------------------------------------- 1 | name: converted_account 2 | hidden: true 3 | label: 已转换的客户 4 | reference_to: accounts 5 | sort_no: 380 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/converted_contact.field.yml: -------------------------------------------------------------------------------- 1 | name: converted_contact 2 | hidden: true 3 | label: 已转换的联系人 4 | reference_to: contacts 5 | sort_no: 390 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/fields/is_primary.field.yml: -------------------------------------------------------------------------------- 1 | name: is_primary 2 | inlineHelpText: 打✔，则该联系人为业务机会的主要联系人。 3 | label: 主要 4 | sort_no: 130 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/discount.field.yml: -------------------------------------------------------------------------------- 1 | name: discount 2 | hidden: true 3 | inlineHelpText: 产品的百分比折扣。 4 | label: 折扣（%） 5 | sort_no: 160 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/list_price.field.yml: -------------------------------------------------------------------------------- 1 | name: list_price 2 | inlineHelpText: 价格手册中的产品价格（包含币种）。只读。 3 | label: 价目表价格 4 | sort_no: 190 5 | type: currency 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/product_id.field.yml: -------------------------------------------------------------------------------- 1 | name: product_id 2 | label: 产品 3 | reference_to: product 4 | required: true 5 | sort_no: 110 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/bill_to_contact.field.yml: -------------------------------------------------------------------------------- 1 | name: bill_to_contact 2 | hidden: true 3 | label: 开单对象联系人 4 | reference_to: contacts 5 | sort_no: 300 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/customer_authorized_by_id.field.yml: -------------------------------------------------------------------------------- 1 | name: customer_authorized_by_id 2 | label: 客户授权人 3 | reference_to: contacts 4 | sort_no: 160 5 | type: lookup 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/is_active.field.yml: -------------------------------------------------------------------------------- 1 | name: is_active 2 | inlineHelpText: 指示产品已准备好在价目表、业务机会或报价中使用，以及您是否可以在视图中查看产品。 3 | label: 已启用 4 | sort_no: 140 5 | type: toggle 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/quantity_scheduling_enabled.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity_scheduling_enabled 2 | hidden: true 3 | label: 已启用数量计划 4 | sort_no: 200 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/description.field.yml: -------------------------------------------------------------------------------- 1 | name: description 2 | group: 描述 3 | is_wide: true 4 | label: 描述 5 | rows: 3 6 | sort_no: 150 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/product_items.object.yml: -------------------------------------------------------------------------------- 1 | name: product_items 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: poll 6 | label: 产品项 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/account_id.field.yml: -------------------------------------------------------------------------------- 1 | name: account_id 2 | inlineHelpText: 报价的业务机会所链接的客户名。 3 | label: 客户 4 | reference_to: accounts 5 | sort_no: 160 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/discount.field.yml: -------------------------------------------------------------------------------- 1 | name: discount 2 | inlineHelpText: 报价上所有行项目折扣的加权平均值。您可以使用最多两个小数位。 3 | label: 折扣 4 | scale: 2 5 | sort_no: 190 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/email.field.yml: -------------------------------------------------------------------------------- 1 | name: email 2 | group: 准备用于 3 | inlineHelpText: 与报价关联的联系人电子邮件地址。如果可用，则在您添加联系人时自动填写。 4 | label: 电子邮件 5 | sort_no: 250 6 | type: email 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/quote_id.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_id 2 | label: 报价名称 3 | reference_to: quote 4 | searchable: true 5 | sort_no: 150 6 | type: master_detail 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/profiles/customer.profile.yml: -------------------------------------------------------------------------------- 1 | name: customer 2 | label: customer 3 | license: community 4 | lockout_interval: '15' 5 | max_login_attempts: '10' 6 | password_history: '3' 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/customer_signed_id.field.yml: -------------------------------------------------------------------------------- 1 | name: customer_signed_id 2 | group: 签名信息 3 | label: 客户签字人 4 | reference_to: contacts 5 | sort_no: 230 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | filterable: true 3 | index: true 4 | label: 资产名称 5 | required: true 6 | searchable: true 7 | sort_no: 100 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/actual_cost.field.yml: -------------------------------------------------------------------------------- 1 | name: actual_cost 2 | group: 计划 3 | inlineHelpText: 运行市场活动所花费的实际金额。 4 | label: 市场活动中的实际成本 5 | sort_no: 220 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/budgeted_cost.field.yml: -------------------------------------------------------------------------------- 1 | name: budgeted_cost 2 | group: 计划 3 | inlineHelpText: 市场活动的预算金额。 4 | label: 市场活动中的预算成本 5 | sort_no: 200 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 市场活动名称 4 | required: true 5 | searchable: true 6 | sort_no: 100 7 | sortable: true 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/do_not_call.field.yml: -------------------------------------------------------------------------------- 1 | name: do_not_call 2 | hidden: true 3 | inlineHelpText: 是否想要通过电话联系联系人。 4 | label: 请勿致电 5 | sort_no: 280 6 | type: boolean 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/lead.field.yml: -------------------------------------------------------------------------------- 1 | name: lead 2 | inlineHelpText: 潜在客户姓名（如果市场活动成员基于潜在客户）。 3 | label: 潜在客户 4 | reference_to: leads 5 | sort_no: 180 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/business_hours_id.field.yml: -------------------------------------------------------------------------------- 1 | name: business_hours_id 2 | hidden: true 3 | label: 工作时间 4 | reference_to: business_hours 5 | sort_no: 320 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/company.field.yml: -------------------------------------------------------------------------------- 1 | name: company 2 | filterable: true 3 | index: true 4 | label: 公司 5 | required: true 6 | sort_no: 160 7 | sortable: true 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | filterable: true 3 | index: true 4 | label: 位置名称 5 | required: true 6 | searchable: true 7 | sort_no: 100 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/opportunity_id.field.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_id 2 | label: 业务机会名 3 | reference_to: opportunity 4 | sort_no: 210 5 | type: master_detail 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/ship_to_contact_id.field.yml: -------------------------------------------------------------------------------- 1 | name: ship_to_contact_id 2 | hidden: true 3 | label: 收货方联系人 4 | reference_to: contacts 5 | sort_no: 320 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 产品名称 4 | required: true 5 | searchable: true 6 | sort_no: 100 7 | sortable: true 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/number_of_quantity_installments.field.yml: -------------------------------------------------------------------------------- 1 | name: number_of_quantity_installments 2 | hidden: true 3 | label: 数量分期付款期数 4 | sort_no: 250 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/number_of_revenue_installments.field.yml: -------------------------------------------------------------------------------- 1 | name: number_of_revenue_installments 2 | hidden: true 3 | label: 收入分期付款期数 4 | sort_no: 220 5 | type: number 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/fields/product_items.field.yml: -------------------------------------------------------------------------------- 1 | name: product_items 2 | label: 产品项 3 | reference_to: product_items 4 | sort_no: 130 5 | type: master_detail 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/quote_to_address.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_to_address 2 | hidden: true 3 | is_wide: true 4 | label: 收报价人地址 5 | rows: 3 6 | sort_no: 350 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/shipping_name.field.yml: -------------------------------------------------------------------------------- 1 | name: shipping_name 2 | group: 地址信息 3 | inlineHelpText: 报价行项目的收货的实体（如个人或公司）名称。 4 | label: 收货人姓名 5 | sort_no: 280 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/name.field.yml: -------------------------------------------------------------------------------- 1 | name: name 2 | index: true 3 | label: 业务机会名 4 | required: true 5 | searchable: true 6 | sort_no: 100 7 | sortable: true 8 | type: text 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/order_line_item.object.yml: -------------------------------------------------------------------------------- 1 | name: order_line_item 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: orders 6 | label: 订单产品 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/product_id.field.yml: -------------------------------------------------------------------------------- 1 | name: product_id 2 | index: true 3 | label: 产品 4 | reference_to: product 5 | required: true 6 | sort_no: 100 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/external_data_source.field.yml: -------------------------------------------------------------------------------- 1 | name: external_data_source 2 | hidden: true 3 | label: 外部数据源 4 | reference_to: datasources 5 | sort_no: 180 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/product_item_transaction.object.yml: -------------------------------------------------------------------------------- 1 | name: product_item_transaction 2 | enable_search: true 3 | icon: product_item_transaction 4 | label: 产品项交易 5 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/product.field.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | label: 产品名 3 | reference_to: product 4 | required: true 5 | searchable: true 6 | sort_no: 110 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/quote_line_item.object.yml: -------------------------------------------------------------------------------- 1 | name: quote_line_item 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: quotes 6 | label: 报价行条目 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/end_date.field.yml: -------------------------------------------------------------------------------- 1 | name: end_date 2 | inlineHelpText: 客户和联系人之间关系结束的日期。与开始日期字段一起使用，以保持关系历史记录。 3 | label: 结束日期 4 | sort_no: 160 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/expected_response.field.yml: -------------------------------------------------------------------------------- 1 | name: expected_response 2 | group: 计划 3 | inlineHelpText: 预期市场活动接收到的响应百分比。 4 | label: 预期响应百分比(%) 5 | sort_no: 210 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/expected_revenue.field.yml: -------------------------------------------------------------------------------- 1 | name: expected_revenue 2 | group: 计划 3 | inlineHelpText: 预期市场活动产生的收入金额。 4 | label: 市场活动中的预期收入 5 | sort_no: 230 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/number_sent.field.yml: -------------------------------------------------------------------------------- 1 | name: number_sent 2 | group: 计划 3 | inlineHelpText: 市场活动面向的目标个人数目。例如，发送的电子邮件数目。 4 | label: 市场活动中的发送次数 5 | sort_no: 190 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/converted_opportunity.field.yml: -------------------------------------------------------------------------------- 1 | name: converted_opportunity 2 | hidden: true 3 | label: 已转换的业务机会 4 | reference_to: opportunity 5 | sort_no: 400 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/list_price.field.yml: -------------------------------------------------------------------------------- 1 | name: list_price 2 | inlineHelpText: 父级订单上的价格手册设定的默认价格。（只读） 3 | label: 价目表价格 4 | readonly: true 5 | sort_no: 130 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/product_id.field.yml: -------------------------------------------------------------------------------- 1 | name: product_id 2 | inlineHelpText: 本订单产品记录使用的产品名称。（只读） 3 | label: 产品 4 | reference_to: product 5 | sort_no: 100 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/use_standard_price.field.yml: -------------------------------------------------------------------------------- 1 | name: use_standard_price 2 | inlineHelpText: 价格手册条目的价格是否继承至标准价格手册。 3 | label: 使用标准价格 4 | sort_no: 150 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/price_book_entry.object.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: pricebook 6 | label: 价格手册条目 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/product_items.field.yml: -------------------------------------------------------------------------------- 1 | name: product_items 2 | label: 产品项 3 | reference_to: product_items 4 | required: true 5 | sort_no: 120 6 | type: master_detail 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/price_book_entry_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry_id 2 | hidden: true 3 | label: 价格手册条目 4 | reference_to: price_book_entry 5 | sort_no: 380 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/product_id.field.yml: -------------------------------------------------------------------------------- 1 | name: product_id 2 | inlineHelpText: 价格手册中所列的行项目产品的名称。 3 | label: 产品 4 | reference_to: product 5 | sort_no: 100 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/is_active.field.yml: -------------------------------------------------------------------------------- 1 | name: is_active 2 | defaultValue: true 3 | inlineHelpText: 表示联系人是否积极参与该公司。 4 | label: 启用 5 | sort_no: 120 6 | type: toggle 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/start_date.field.yml: -------------------------------------------------------------------------------- 1 | name: start_date 2 | inlineHelpText: 客户和联系人之间关系开始的日期。与结束日期字段一起使用，以保持关系历史记录。 3 | label: 开始日期 4 | sort_no: 140 5 | type: date 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/synced_quoted.field.yml: -------------------------------------------------------------------------------- 1 | name: synced_quoted 2 | hidden: true 3 | inlineHelpText: 同步到业务机会的报价。只有一个报价可以同步到业务机会。 4 | label: 同步的报价 5 | sort_no: 310 6 | type: boolean 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/product_code.field.yml: -------------------------------------------------------------------------------- 1 | name: product_code 2 | data_type: text 3 | formula: product_id.product_code 4 | label: 产品代码 5 | sort_no: 200 6 | type: formula 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/product_consumed.object.yml: -------------------------------------------------------------------------------- 1 | name: product_consumed 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: product_consumed 6 | label: 产品消耗 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/contact_id.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_id 2 | group: 准备用于 3 | inlineHelpText: 与报价关联的联系人姓名。 4 | label: 联系人姓名 5 | reference_to: contacts 6 | sort_no: 230 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/shipping_address.field.yml: -------------------------------------------------------------------------------- 1 | name: shipping_address 2 | group: 地址信息 3 | inlineHelpText: 与报价关联的客户的发货地址。 4 | label: 收货人地址 5 | rows: 3 6 | sort_no: 300 7 | type: textarea 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/has_schedule.field.yml: -------------------------------------------------------------------------------- 1 | name: has_schedule 2 | inlineHelpText: 行项目是否在业务机会中使用计划。当业务机会产品被复制到报价中时，默认计划不会从业务机会中移转。 3 | label: 计划 4 | sort_no: 200 5 | type: boolean 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/asset.object.yml: -------------------------------------------------------------------------------- 1 | name: asset 2 | enable_events: true 3 | enable_files: true 4 | enable_notes: true 5 | enable_search: true 6 | enable_workflow: true 7 | icon: entity 8 | label: 资产 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/campany_or_account.field.yml: -------------------------------------------------------------------------------- 1 | name: campany_or_account 2 | inlineHelpText: 公司（如果市场活动成员基于潜在客户），或客户（如果市场活动成员基于联系人）。 3 | label: 公司(客户) 4 | sort_no: 110 5 | type: text 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/addProduct.button.yml: -------------------------------------------------------------------------------- 1 | name: addProduct 2 | is_enable: true 3 | label: 添加产品 4 | 'on': list 5 | visible: |- 6 | function(){ 7 | return true 8 | } 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/subtotal.field.yml: -------------------------------------------------------------------------------- 1 | name: subtotal 2 | hidden: true 3 | inlineHelpText: 标准和折扣价格之间的差值。业务机会币种与用户币种不同时转换后的币种金额。 4 | label: 小计 5 | sort_no: 170 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/price_book_entry_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry_id 2 | hidden: true 3 | label: 价格手册条目 4 | reference_to: price_book_entry 5 | sort_no: 270 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/buttons/addProduct.button.yml: -------------------------------------------------------------------------------- 1 | name: addProduct 2 | is_enable: true 3 | label: 添加产品 4 | 'on': list 5 | visible: |- 6 | function(){ 7 | return true 8 | } 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/is_active.field.yml: -------------------------------------------------------------------------------- 1 | name: is_active 2 | defaultValue: true 3 | inlineHelpText: 价格手册条目（产品和列表价格）是否是有效的并可添加到业务机会或报价。 4 | label: 已启用 5 | sort_no: 110 6 | type: toggle 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/shipping_handling.field.yml: -------------------------------------------------------------------------------- 1 | name: shipping_handling 2 | defaultValue: 0 3 | group: 总计 4 | inlineHelpText: 报价的总的运费和手续费。 5 | label: 运费和手续费 6 | sort_no: 210 7 | type: currency 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/price_book_entry_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry_id 2 | hidden: true 3 | label: 价格手册条目 4 | reference_to: price_book_entry 5 | sort_no: 220 6 | type: lookup 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/account_contact_relationship.object.yml: -------------------------------------------------------------------------------- 1 | name: account_contact_relationship 2 | enable_chatter: true 3 | enable_search: true 4 | icon: account 5 | label: 客户联系人关系 6 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/first_responded_date.field.yml: -------------------------------------------------------------------------------- 1 | name: first_responded_date 2 | inlineHelpText: 市场活动成员首次响应的日期。（只读） 3 | label: 首次响应日期 4 | readonly: true 5 | sort_no: 230 6 | type: date 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/private.field.yml: -------------------------------------------------------------------------------- 1 | name: private 2 | hidden: true 3 | inlineHelpText: 业务机会是专用的。只有记录的所有人、层次结构中位于该角色之上的用户和管理员可以查看、编辑或报告专有记录。 4 | label: 专用 5 | sort_no: 280 6 | type: boolean 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/order_id.field.yml: -------------------------------------------------------------------------------- 1 | name: order_id 2 | inlineHelpText: 本订单产品的父级订单。 3 | label: 订单 4 | reference_to: order 5 | searchable: true 6 | sort_no: 190 7 | type: master_detail 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/product_code.field.yml: -------------------------------------------------------------------------------- 1 | name: product_code 2 | hidden: true 3 | inlineHelpText: 用于识别产品的内部代码或产品号。（只读） 4 | label: 产品代码 5 | readonly: true 6 | sort_no: 230 7 | type: text 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/quote_number.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_number 2 | formula: '{0000000}' 3 | label: 报价编号 4 | omit: true 5 | readonly: true 6 | searchable: true 7 | sort_no: 100 8 | type: autonumber 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/agreement_contact_role.object.yml: -------------------------------------------------------------------------------- 1 | name: agreement_contact_role 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: contract 6 | label: 主协议联系人角色 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/partner_account.field.yml: -------------------------------------------------------------------------------- 1 | name: partner_account 2 | hidden: true 3 | inlineHelpText: 表示该业务机会属于某合作伙伴（只读） 4 | label: 合作伙伴客户 5 | readonly: true 6 | sort_no: 360 7 | type: boolean 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/buttons/addToPriceBook.button.yml: -------------------------------------------------------------------------------- 1 | name: addToPriceBook 2 | is_enable: true 3 | label: 添加到价格手册 4 | 'on': record_only 5 | visible: |- 6 | function(){ 7 | return true 8 | } 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/discount.field.yml: -------------------------------------------------------------------------------- 1 | name: discount 2 | inlineHelpText: 您应用到行项目的折扣。您可以使用百分比符号输入数字，也可以不使用百分比符号输入数字。您可以使用最多两个小数位。 3 | label: 折扣 4 | scale: 2 5 | sort_no: 140 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/buttons/addContact.button.yml: -------------------------------------------------------------------------------- 1 | name: addContact 2 | is_enable: true 3 | label: 新建联系人 4 | 'on': list 5 | visible: |- 6 | function(){ 7 | return true 8 | } 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/salutation.field.yml: -------------------------------------------------------------------------------- 1 | name: salutation 2 | label: 性别 3 | options: 4 | - label: 男 5 | value: Male 6 | - label: 女 7 | value: Female 8 | sort_no: 130 9 | type: select 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - location_type 5 | - is_inv_location 6 | - is_mobile 7 | - description 8 | label: 所有位置 9 | shared: true 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/fields/contact_id.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_id 2 | inlineHelpText: 联系人或个人客户的姓名。 3 | label: 联系人 4 | reference_to: contacts 5 | required: true 6 | sort_no: 120 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/selectPriceBook.button.yml: -------------------------------------------------------------------------------- 1 | name: selectPriceBook 2 | is_enable: true 3 | label: 选择价格手册 4 | 'on': list 5 | visible: |- 6 | function(){ 7 | return true 8 | } 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - is_active 5 | - is_standard 6 | - description 7 | filter_scope: space 8 | label: 所有价格手册 9 | shared: true 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/contact_id.field.yml: -------------------------------------------------------------------------------- 1 | name: contact_id 2 | inlineHelpText: 与客户相关的人员的姓名。 3 | label: 联系人 4 | reference_to: contacts 5 | searchable: true 6 | sort_no: 170 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/currency/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: false 2 | allowDelete: false 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/opportunity_contact_role.object.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_contact_role 2 | enable_api: true 3 | enable_audit: true 4 | enable_search: true 5 | icon: opportunity 6 | label: 业务机会联系人角色 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/currency.field.yml: -------------------------------------------------------------------------------- 1 | name: currency 2 | hidden: true 3 | inlineHelpText: 此字段仅在启用多个货币时可用。它表示用于价目表条目（产品和标价）的货币。 4 | label: 货币 5 | reference_to: currency 6 | sort_no: 160 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - product_code 5 | - product_currency 6 | - description 7 | filter_scope: space 8 | label: 所有产品 9 | shared: true 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: quantity 2 | defaultValue: 1 3 | inlineHelpText: 报价中包含的该行项目产品的套数。值必须大于或等于 1。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 4 | label: 数量 5 | sort_no: 160 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/agreement_number.field.yml: -------------------------------------------------------------------------------- 1 | name: agreement_number 2 | filterable: true 3 | formula: '{YYYY}{MM}{0000}' 4 | is_name: true 5 | label: 主协议编号 6 | readonly: true 7 | sort_no: 120 8 | type: autonumber 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/campaign_member_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: campaign_member_currency 2 | hidden: true 3 | inlineHelpText: 市场活动成员中货币字段的默认币种。仅适用于使用多币种的组织。 4 | label: 市场活动成员币种 5 | sort_no: 290 6 | type: text 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/salutation.field.yml: -------------------------------------------------------------------------------- 1 | name: salutation 2 | label: 性别 3 | options: 4 | - label: 男 5 | value: Male 6 | - label: 女 7 | value: Female 8 | sort_no: 170 9 | type: select 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/total_price.field.yml: -------------------------------------------------------------------------------- 1 | name: total_price 2 | data_type: number 3 | formula: 'ROUND(unit_price * quantity,2)' 4 | inlineHelpText: 订单产品数量乘以单价。 5 | label: 总价 6 | sort_no: 160 7 | type: formula 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/subtotal.field.yml: -------------------------------------------------------------------------------- 1 | name: subtotal 2 | data_type: currency 3 | formula: 'ROUND(unit_price * quantity,2)' 4 | inlineHelpText: 行项目的销售价格与数量相乘。 5 | label: 小计 6 | sort_no: 120 7 | type: formula 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement_contact_role/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: false 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/fields/family.field.yml: -------------------------------------------------------------------------------- 1 | name: family 2 | hidden: true 3 | label: 产品系列 4 | options: 5 | - label: 无 6 | value: none 7 | searchable: true 8 | sort_no: 110 9 | sortable: true 10 | type: select 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/product.field.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | data_type: text 3 | formula: product_items.product.name 4 | inlineHelpText: 产品项下对应的产品名。 5 | label: 产品名 6 | omit: true 7 | sort_no: 110 8 | type: formula 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/case_number.field.yml: -------------------------------------------------------------------------------- 1 | name: case_number 2 | formula: '{YYYY}{MM}{0000}' 3 | index: true 4 | is_name: true 5 | label: 个案编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 120 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/fields/number.field.yml: -------------------------------------------------------------------------------- 1 | name: number 2 | formula: '{00000}' 3 | is_name: true 4 | label: 序号 5 | omit: true 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: false 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/unit_price.field.yml: -------------------------------------------------------------------------------- 1 | name: unit_price 2 | inlineHelpText: 业务机会产品中产品的价格。对于没有相关计划的业务机会产品，销售价格可以编辑。当计划与业务机会产品相关时，销售价格变为只读。 3 | label: 销售价格 4 | required: true 5 | sort_no: 130 6 | type: currency 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - product_id 4 | - quantity 5 | - unit_price 6 | - service_date 7 | filter_scope: space 8 | label: 全部业务机会产品 9 | shared: true 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/price_book_id.field.yml: -------------------------------------------------------------------------------- 1 | name: price_book_id 2 | index: true 3 | inlineHelpText: 价格手册包含此项的价格。 4 | label: 价格手册 5 | reference_to: price_book 6 | required: true 7 | sort_no: 120 8 | type: master_detail 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: false 2 | allowDelete: false 3 | allowEdit: false 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/opportunity_id.field.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_id 2 | inlineHelpText: 与报价关联的业务机会名。 3 | label: 业务机会名 4 | reference_to: opportunity 5 | required: true 6 | searchable: true 7 | sort_no: 140 8 | type: master_detail 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/number.field.yml: -------------------------------------------------------------------------------- 1 | name: number 2 | formula: '{00000}' 3 | is_name: true 4 | label: 序号 5 | omit: true 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: true 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/permissions/user.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: true 2 | allowDelete: true 3 | allowEdit: true 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: user 7 | viewAllRecords: false 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - parent_id 5 | - type 6 | - status 7 | - start_date 8 | - end_date 9 | filter_scope: space 10 | label: 所有市场活动 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/campaign_id.field.yml: -------------------------------------------------------------------------------- 1 | name: campaign_id 2 | inlineHelpText: 潜在客户或联系人所属的市场活动。 3 | label: 市场活动 4 | reference_to: campaign 5 | required: true 6 | searchable: true 7 | sort_no: 100 8 | type: master_detail 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/order_number.field.yml: -------------------------------------------------------------------------------- 1 | name: order_number 2 | formula: '{YYYY}{MM}{0000}' 3 | index: true 4 | is_name: true 5 | label: 订单编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/original_order_item_id.field.yml: -------------------------------------------------------------------------------- 1 | name: original_order_item_id 2 | hidden: true 3 | inlineHelpText: 要减少订单产品的编号。如果订单产品正减少另一个订单产品时必填。（只读） 4 | label: 原始订单产品 5 | readonly: true 6 | sort_no: 220 7 | type: text 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - product_consumed_number 4 | - product 5 | - product_items 6 | - field: quantity 7 | width: 100 8 | label: 所有产品消耗 9 | shared: true 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - field: item_transaction_number 4 | - field: transaction_type 5 | - field: quantity 6 | width: 100 7 | label: 所有产品项交易 8 | shared: true 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/permissions/admin.permission.yml: -------------------------------------------------------------------------------- 1 | allowCreate: false 2 | allowDelete: false 3 | allowEdit: false 4 | allowRead: true 5 | modifyAllRecords: false 6 | permission_set_id: admin 7 | viewAllRecords: true 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - product_items_number 4 | - product 5 | - location 6 | - field: quantity 7 | width: 100 8 | - unit 9 | label: 所有产品项 10 | shared: true 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/line_number.field.yml: -------------------------------------------------------------------------------- 1 | name: line_number 2 | formula: '{0000000}' 3 | index: true 4 | is_name: true 5 | label: 行项目编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 190 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - line_number 4 | - product_id 5 | - total_price 6 | - discount 7 | - date 8 | filter_scope: space 9 | label: 所有报价行条目 10 | shared: true 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/account_id.field.yml: -------------------------------------------------------------------------------- 1 | name: account_id 2 | inlineHelpText: 与联系人相关的公司的名称。 3 | label: 客户 4 | reference_to: accounts 5 | required: true 6 | searchable: true 7 | sort_no: 130 8 | type: master_detail 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/agreement.object.yml: -------------------------------------------------------------------------------- 1 | name: agreement 2 | enable_api: true 3 | enable_audit: true 4 | enable_files: true 5 | enable_instances: true 6 | enable_search: true 7 | enable_trash: true 8 | icon: contract 9 | label: 主协议 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/hierarchy_number_sent.field.yml: -------------------------------------------------------------------------------- 1 | name: hierarchy_number_sent 2 | hidden: true 3 | inlineHelpText: 为市场活动层次结构作为目标的个体总数计算的字段，例如已发送电子邮件的总数。（只读） 4 | label: 层次结构中的发送次数 5 | readonly: true 6 | sort_no: 270 7 | type: number 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/total_opportunity_quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: total_opportunity_quantity 2 | hidden: true 3 | inlineHelpText: 如果业务机会具有产品则为“产品”相关列表中所有产品的所有数量字段值的总计。如果业务机会没有产品则为通用字段。 4 | label: 数量 5 | sort_no: 320 6 | type: number 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - asset_number 5 | - product 6 | - price 7 | - status 8 | - purchased_date 9 | - account 10 | - contact 11 | label: 所有资产 12 | shared: true 13 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/number.field.yml: -------------------------------------------------------------------------------- 1 | name: number 2 | formula: '{00000}' 3 | hidden: true 4 | is_name: true 5 | label: 序号 6 | omit: true 7 | readonly: true 8 | searchable: true 9 | sort_no: 100 10 | type: autonumber 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - order_number 4 | - account_id 5 | - agreement_id 6 | - effective_date 7 | - type 8 | - status 9 | filter_scope: space 10 | label: 所有订单 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/product.object.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | enable_audit: true 3 | enable_files: true 4 | enable_search: true 5 | icon: product 6 | label: 产品 7 | relatedList: 8 | - cms_files 9 | - price_book_entry 10 | - audit_records 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/hierarchy_number_of_opportunities.field.yml: -------------------------------------------------------------------------------- 1 | name: hierarchy_number_of_opportunities 2 | hidden: true 3 | inlineHelpText: 市场活动层次结构相关业务机会总数的计算字段。（只读） 4 | label: 层次结构中的业务机会 5 | readonly: true 6 | sort_no: 240 7 | type: number 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/leads.object.yml: -------------------------------------------------------------------------------- 1 | name: leads 2 | enable_api: true 3 | enable_audit: true 4 | enable_chatter: true 5 | enable_events: true 6 | enable_files: true 7 | enable_search: true 8 | enable_tasks: true 9 | icon: lead 10 | label: 潜在客户 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/fields/opportunity_id.field.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_id 2 | inlineHelpText: 与联系人相关的业务机会的名称。 3 | label: 业务机会名 4 | reference_to: opportunity 5 | required: true 6 | searchable: true 7 | sort_no: 110 8 | type: master_detail 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - number 4 | - opportunity_id 5 | - contact_id 6 | - is_primary 7 | - roles 8 | filter_scope: space 9 | label: 全部业务机会联系人 10 | shared: true 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/fields/total_price.field.yml: -------------------------------------------------------------------------------- 1 | name: total_price 2 | data_type: currency 3 | formula: 'ROUND(unit_price * quantity,2)' 4 | inlineHelpText: 业务机会产品所有产品金额的总计。 5 | label: 总价 6 | scale: 2 7 | sort_no: 180 8 | type: formula 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/line_items.field.yml: -------------------------------------------------------------------------------- 1 | name: line_items 2 | data_type: number 3 | hidden: true 4 | inlineHelpText: 报价上行项目的数量。 5 | label: 行项目 6 | sort_no: 360 7 | summary_object: quote_line_item 8 | summary_type: count 9 | type: summary 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - name 4 | - opportunity_id 5 | - expiration_date 6 | - is_syncing 7 | - status 8 | - grand_total 9 | filter_scope: space 10 | label: 所有报价 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - case_number 4 | - subject 5 | - account_id 6 | - case_reason 7 | - priority 8 | - status 9 | - type 10 | filter_scope: space 11 | label: 所有个案 12 | shared: true 13 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/available_quantity.field.yml: -------------------------------------------------------------------------------- 1 | name: available_quantity 2 | hidden: true 3 | inlineHelpText: 可用于减少的单位数量。当启用减单时，订单产品的可用数量将更新，以反映出相关减单产品的数量。值必须始终大于或等于 0。（只读） 4 | label: 可用数量 5 | readonly: true 6 | sort_no: 210 7 | type: number 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/quote_line_item_id.field.yml: -------------------------------------------------------------------------------- 1 | name: quote_line_item_id 2 | hidden: true 3 | inlineHelpText: 与订单产品关联的报价行项目。报价行项目的报价必须与和订单产品的父级订单相关联的报价相匹配。 4 | label: 报价行项目 5 | reference_to: quote_line_item 6 | sort_no: 170 7 | type: lookup 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/fields/product_code.field.yml: -------------------------------------------------------------------------------- 1 | name: product_code 2 | data_type: text 3 | filterable: true 4 | formula: product_id.product_code 5 | label: 产品代码 6 | readonly: true 7 | sort_no: 130 8 | sortable: true 9 | type: formula 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/product_items_number.field.yml: -------------------------------------------------------------------------------- 1 | name: product_items_number 2 | formula: 'PI-{0000}' 3 | index: true 4 | is_name: true 5 | label: 产品项编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/is_direct.field.yml: -------------------------------------------------------------------------------- 1 | name: is_direct 2 | inlineHelpText: >- 3 | 表示与联系人相关的客户是否为该联系人的主要客户。该只读字段基于联系人记录中的客户名。例如，在百度客户记录中，相关联系人的相关列表会自动包括在客户名字段中拥有百度的所有联系人，并将他们标记为直接联系人。 4 | label: 直接 5 | sort_no: 150 6 | type: boolean 7 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | filterable: true 3 | label: 状态 4 | options: 5 | - label: 已发送 6 | value: Sent 7 | - label: 已响应 8 | value: Responded 9 | required: true 10 | sort_no: 240 11 | type: select 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - campaign_id 4 | - campany_or_account 5 | - name 6 | - status 7 | - lead_source 8 | - leads 9 | filter_scope: space 10 | label: 所有市场活动成员 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/expected_revenue.field.yml: -------------------------------------------------------------------------------- 1 | name: expected_revenue 2 | data_type: currency 3 | formula: 'ROUND(amount * (VALUE(TEXT(probability)) * 0.01),2)' 4 | inlineHelpText: 基于金额和业务机会赢率计算的收入。 5 | label: 预测收入 6 | sort_no: 330 7 | type: formula 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/buttons/addProduct.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | addProduct: function() { 4 | toastr.success("添加产品，即将上线，敬请期待"); 5 | }, 6 | addProductVisible: function() { 7 | return true 8 | } 9 | 10 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_consumed/fields/product_consumed_number.field.yml: -------------------------------------------------------------------------------- 1 | name: product_consumed_number 2 | formula: 'PC-{000}' 3 | index: true 4 | is_name: true 5 | label: 产品消耗编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/total_price.field.yml: -------------------------------------------------------------------------------- 1 | name: total_price 2 | data_type: currency 3 | formula: 'IF(discount == 0, subtotal, ROUND(subtotal * (1 - discount),2))' 4 | inlineHelpText: 折扣后，不含税和运费的报价行项目的总和。(只读) 5 | label: 总价 6 | sort_no: 330 7 | type: formula 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/unit_price.field.yml: -------------------------------------------------------------------------------- 1 | name: unit_price 2 | inlineHelpText: >- 3 | 您想使用的产品价格。最初，业务机会或报价产品的销售价格为价格手册中该产品的价目表价格，但您可在此进行更改。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 4 | label: 销售价格 5 | readonly: false 6 | sort_no: 210 7 | type: currency 8 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/addProduct.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | addProduct: function() { 4 | toastr.success("添加产品，即将上线，敬请期待"); 5 | }, 6 | addProductVisible: function() { 7 | return true 8 | } 9 | 10 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product/buttons/addToPriceBook.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | addToPriceBook: function() { 4 | toastr.success("添加到价格手册，即将上线，敬请期待"); 5 | }, 6 | addToPriceBookVisible: function() { 7 | return true 8 | } 9 | 10 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote_line_item/fields/total_price.field.yml: -------------------------------------------------------------------------------- 1 | name: total_price 2 | data_type: currency 3 | formula: 'IF(discount == 0, subtotal, ROUND(subtotal * (1 - discount),2))' 4 | inlineHelpText: 行项目的销售价格和数量相乘再减去折扣。 5 | label: 总价 6 | sort_no: 130 7 | type: formula 8 | -------------------------------------------------------------------------------- /nodemon.json: -------------------------------------------------------------------------------- 1 | { 2 | "restartable": "rs", 3 | "ignore": [ 4 | ".git", 5 | "node_modules/**/node_modules" 6 | ], 7 | "verbose": true, 8 | "env": { 9 | "NODE_ENV": "development" 10 | }, 11 | "ext": "js,json,yml", 12 | "delay": "3000" 13 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - number 4 | - account_id 5 | - is_direct 6 | - contact_id 7 | - start_date 8 | - end_date 9 | filter_scope: space 10 | label: 所有客户联系人关系 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | columns: 3 | - number 4 | - account_id 5 | - is_direct 6 | - contact_id 7 | - start_date 8 | - end_date 9 | filter_scope: space 10 | label: 最近查看 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/fields/item_transaction_number.field.yml: -------------------------------------------------------------------------------- 1 | name: item_transaction_number 2 | formula: 'T-{000}' 3 | index: true 4 | is_name: true 5 | label: 产品项交易编号 6 | readonly: true 7 | searchable: true 8 | sort_no: 100 9 | type: autonumber 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/buttons/addContact.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | addContact: function() { 4 | toastr.success("新建联系人，即将上线，敬请期待"); 5 | }, 6 | addContactVisible: function() { 7 | return true 8 | } 9 | 10 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/type.field.yml: -------------------------------------------------------------------------------- 1 | name: type 2 | inlineHelpText: 业务机会的类型，例如“现有业务”或“新业务”。 3 | label: 业务机会类型 4 | options: 5 | - label: 现有业务 6 | value: Existing_Business 7 | - label: 新业务 8 | value: New_Business 9 | sort_no: 140 10 | type: select 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/price_book_entry/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - product_id 4 | - price_book_id 5 | - is_active 6 | - product_code 7 | - unit_price 8 | - use_standard_price 9 | filter_scope: space 10 | label: 所有价格手册条目 11 | shared: true 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/subtotal.field.yml: -------------------------------------------------------------------------------- 1 | name: subtotal 2 | data_type: currency 3 | inlineHelpText: 在应用折扣、税和运费之前的报价行项目的总和。(只读) 4 | label: 小计 5 | sort_no: 170 6 | summary_field: total_price 7 | summary_object: quote_line_item 8 | summary_type: sum 9 | type: summary 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_line_item/buttons/selectPriceBook.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | selectPriceBook: function() { 4 | toastr.success("选择价格手册，即将上线，敬请期待"); 5 | }, 6 | selectPriceBookVisible: function() { 7 | return true 8 | } 9 | 10 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/buttons/convert.button.yml: -------------------------------------------------------------------------------- 1 | name: convert 2 | is_enable: true 3 | label: 转换 4 | 'on': record 5 | visible: |- 6 | function (object_name, record_id, permissions, record) { 7 | if(record && !record.converted){ 8 | return true 9 | } 10 | } 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/account.field.yml: -------------------------------------------------------------------------------- 1 | name: account 2 | filterable: true 3 | inlineHelpText: 业务机会所链接的客户名。您可输入客户名或使用查找图标选择客户。如果您更改的客户有合作伙伴，则将从“合作伙伴”相关列表删除所有合作伙伴。 4 | label: 客户 5 | reference_to: accounts 6 | required: true 7 | sort_no: 120 8 | sortable: true 9 | type: master_detail 10 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/fields/order_item_number.field.yml: -------------------------------------------------------------------------------- 1 | name: order_item_number 2 | formula: '{YYYY}{MM}{00000}' 3 | index: true 4 | inlineHelpText: 识别订单产品记录的自动生成的编号。（只读） 5 | is_name: true 6 | label: 订单产品编号 7 | readonly: true 8 | searchable: true 9 | sort_no: 200 10 | type: autonumber 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_item_transaction/fields/transaction_type.field.yml: -------------------------------------------------------------------------------- 1 | name: transaction_type 2 | label: 类型 3 | options: 4 | - label: 已创建 5 | value: Replenished 6 | - label: 手动调整 7 | value: Adjusted 8 | - label: 已消耗 9 | value: Consumed 10 | sort_no: 110 11 | type: select 12 | -------------------------------------------------------------------------------- /steedos-app/main/default/applications/service.app.yml: -------------------------------------------------------------------------------- 1 | name: 服务 2 | code: service 3 | description: 通过客户、联系人、个案等管理客户服务 4 | icon_slds: service_resource 5 | is_creator: true 6 | mobile_objects: 7 | - case 8 | objects: 9 | - accounts 10 | - contacts 11 | - case 12 | - reports 13 | sort: 50 14 | visible: false 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/priority.field.yml: -------------------------------------------------------------------------------- 1 | name: priority 2 | label: 优先级 3 | options: 4 | - label: 高 5 | value: High 6 | - label: 中 7 | value: Medium 8 | - label: 低 9 | value: Low 10 | required: true 11 | searchable: true 12 | sort_no: 200 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/rating.field.yml: -------------------------------------------------------------------------------- 1 | name: rating 2 | filterable: true 3 | label: 分级 4 | options: 5 | - label: 非常重要 6 | value: Hot 7 | - label: 重要 8 | value: Warm 9 | - label: 普通 10 | value: Cold 11 | searchable: true 12 | sort_no: 230 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order_line_item/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - order_item_number 4 | - product_id 5 | - order_id 6 | - total_price 7 | - unit_price 8 | - quantity 9 | - service_date 10 | - end_date 11 | filter_scope: space 12 | label: 所有订单产品 13 | shared: true 14 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/rating.field.yml: -------------------------------------------------------------------------------- 1 | name: rating 2 | filterable: true 3 | label: 分级 4 | options: 5 | - label: 非常重要 6 | value: Hot 7 | - label: 重要 8 | value: Warm 9 | - label: 普通 10 | value: Cold 11 | searchable: true 12 | sort_no: 180 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/case_origin.field.yml: -------------------------------------------------------------------------------- 1 | name: case_origin 2 | label: 个案来源 3 | options: 4 | - label: 电子邮件 5 | value: Email 6 | - label: 电话 7 | value: Phone 8 | - label: 网页 9 | value: Web 10 | required: true 11 | searchable: true 12 | sort_no: 180 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/order/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | defaultValue: Draft 3 | filterable: true 4 | label: 状态 5 | options: 6 | - label: 草稿 7 | value: Draft 8 | - label: 已启用 9 | value: Activated 10 | required: true 11 | searchable: true 12 | sort_no: 150 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/type.field.yml: -------------------------------------------------------------------------------- 1 | name: type 2 | filterable: true 3 | label: 类型 4 | options: 5 | - label: 问题 6 | value: Problem 7 | - label: 功能需求 8 | value: Feature_Request 9 | - label: 疑问 10 | value: Question 11 | searchable: true 12 | sort_no: 170 13 | sortable: true 14 | type: select 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/buttons/alertConvertedRecords.button.yml: -------------------------------------------------------------------------------- 1 | name: alertConvertedRecords 2 | is_enable: true 3 | label: 显示转换状态 4 | 'on': record 5 | visible: |- 6 | function (object_name, record_id, permissions, record) { 7 | if(record && record.converted){ 8 | return true 9 | } 10 | } 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/opportunity_currency.field.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_currency 2 | hidden: true 3 | inlineHelpText: >- 4 | 业务机会中所有币种金额字段的默认币种。金额以业务机会币种显示，并会转换为用户的个人币种。仅在启用多种币种时可用。对于具有产品的业务机会，该币种绑定到相关联价格手册的币种。您无法直接编辑此字段，除非您首先删除产品。 5 | label: 业务机会币种 6 | reference_to: currency 7 | sort_no: 350 8 | type: lookup 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/grand_total.field.yml: -------------------------------------------------------------------------------- 1 | name: grand_total 2 | data_type: currency 3 | formula: >- 4 | IF(discount == 0, total_price + tax + shipping_handling, total_price + tax + 5 | shipping_handling) 6 | group: 总计 7 | inlineHelpText: 报价的总价格加上运费和税。 8 | label: 总计 9 | sort_no: 220 10 | type: formula 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/opportunity.object.yml: -------------------------------------------------------------------------------- 1 | name: opportunity 2 | enable_api: true 3 | enable_audit: true 4 | enable_chatter: true 5 | enable_events: true 6 | enable_files: true 7 | enable_notes: false 8 | enable_search: true 9 | enable_share: true 10 | enable_tasks: true 11 | icon: opportunity 12 | label: 业务机会 13 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | filterable: true 3 | label: 状态 4 | options: 5 | - label: 暂停 6 | value: On_Hold 7 | - label: 升级 8 | value: Escalated 9 | - label: 新建 10 | value: New 11 | required: true 12 | searchable: true 13 | sort_no: 160 14 | sortable: true 15 | type: select 16 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/relationship_strength.field.yml: -------------------------------------------------------------------------------- 1 | name: relationship_strength 2 | filterable: true 3 | label: 亲密程度 4 | options: 5 | - label: 好友关系 6 | value: Friends 7 | - label: 一般关系 8 | value: Normal 9 | - label: 初相识 10 | value: New 11 | sort_no: 110 12 | sortable: true 13 | type: select 14 | -------------------------------------------------------------------------------- /steedos-app/main/default/applications/inventory.app.yml: -------------------------------------------------------------------------------- 1 | name: 库存 2 | code: inventory 3 | description: 通过位置、产品项、产品项交易等管理库存 4 | icon_slds: home 5 | is_creator: true 6 | mobile_objects: 7 | - location 8 | - product_items 9 | - product_consumed 10 | objects: 11 | - location 12 | - product_items 13 | - product_consumed 14 | sort: 60 15 | visible: false 16 | -------------------------------------------------------------------------------- /steedos-app/main/default/applications/marketing.app.yml: -------------------------------------------------------------------------------- 1 | name: 市场营销 2 | code: marketing 3 | description: 自动化市场营销 4 | icon_slds: campaign 5 | is_creator: true 6 | mobile_objects: 7 | - campaign 8 | - leads 9 | objects: 10 | - campaign 11 | - leads 12 | - accounts 13 | - contacts 14 | - opportunity 15 | - reports 16 | sort: 40 17 | visible: false 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/buttons/convert.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | convert: function() { 4 | Steedos.CRM.convertLead(this.record); 5 | }, 6 | convertVisible: function(object_name, record_id, permissions, record) { 7 | if (record && !record.converted) { 8 | return true 9 | } 10 | } 11 | 12 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/hierarchy_amount_all_opportunities.field.yml: -------------------------------------------------------------------------------- 1 | name: hierarchy_amount_all_opportunities 2 | hidden: true 3 | inlineHelpText: >- 4 | 市场活动层次结构相关所有业务机会（包括赢得客户业务机会）的价值总额计算字段。（只读）层次结构中的所有市场活动必须使用相同的币种。对于采用多币种的组织，业务机会价值金额应转换为市场活动币种。如果您的币种与市场活动币种不符，金额将转换成您的币种并显示在括号中。 5 | label: 层次结构中的业务机会金额 6 | readonly: true 7 | sort_no: 250 8 | type: currency 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/inhierarchy_amount_won_opportunities.field.yml: -------------------------------------------------------------------------------- 1 | name: inhierarchy_amount_won_opportunities 2 | hidden: true 3 | inlineHelpText: >- 4 | 市场活动层次结构相关赢得客户业务机会的价值金额计算字段。（只读）层次结构中的所有市场活动必须使用相同的币种。对于采用多币种的组织，业务机会价值金额应转换为市场活动币种。如果您的币种与市场活动币种不符，金额将转换成您的币种并显示在括号中。 5 | label: 层次结构中的赢得客户业务机会金额 6 | readonly: true 7 | sort_no: 260 8 | type: currency 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/due_date.field.yml: -------------------------------------------------------------------------------- 1 | name: due_date 2 | inlineHelpText: >- 3 | 您计划关闭业务机会的日期。您可以输入一个日期，或从您将光标放在字段中时显示的日历中选择一个日期。在指定期限内具有关闭日期的业务机会计入该时期的预测，除非您将其分配到“忽略”类别，或按计划或产品日期预测。当您将未处理业务机会的阶段设为“已结束/赢得客户”，如果最初的日期是在未来，则关闭日期设为协调世界时 4 | (UTC) 的当前日期。在一天的某个时间，UTC 可能与您的时区相差一天。如果结束日期是过去业务机会结束的日期，则日期不能更改。 5 | label: 结单日期 6 | required: true 7 | sort_no: 130 8 | type: date 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/product_items/fields/location.field.yml: -------------------------------------------------------------------------------- 1 | name: location 2 | filtersFunction: ! |- 3 | function anonymous( 4 | ) { 5 | 6 | return "(is_inv_location eq true)"; 7 | 8 | } 9 | inlineHelpText: 只有选择库存位置选项的位置，才可以与产品项关联。 10 | label: 位置 11 | reference_to: location 12 | required: true 13 | sort_no: 120 14 | type: master_detail 15 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/campaign_id.field.yml: -------------------------------------------------------------------------------- 1 | name: campaign_id 2 | index: true 3 | inlineHelpText: >- 4 | 负责产生业务机会的市场活动的名称。对于在潜在客户转换期间创建的业务机会，此字段自动以潜在客户中的市场活动名称填充。如果潜在客户具有多个相关联市场活动，则将具有最新更新的成员状态的市场活动插入业务机会。对于具有多个影响的市场活动的业务机会，单击业务机会详细信息页面上“市场活动影响”相关列表中的主要市场活动旁边的编辑并选择主要市场活动源复选框。该市场活动显示在业务机会上主要市场活动源字段上。 5 | label: 主要市场活动源 6 | reference_to: campaign 7 | sort_no: 160 8 | type: lookup 9 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/owner_expiration_notice.field.yml: -------------------------------------------------------------------------------- 1 | name: owner_expiration_notice 2 | label: 通知所有人到期日 3 | options: 4 | - label: 15天 5 | value: 15天 6 | - label: 30天 7 | value: 30天 8 | - label: 45天 9 | value: 45天 10 | - label: 60天 11 | value: 60天 12 | - label: 90天 13 | value: 90天 14 | - label: 120天 15 | value: 120天 16 | sort_no: 170 17 | type: select 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/buttons/alertConvertedRecords.button.js: -------------------------------------------------------------------------------- 1 | module.exports = { 2 | 3 | alertConvertedRecords: function() { 4 | Steedos.CRM.alertLeadConvertedRecords(this.record); 5 | }, 6 | alertConvertedRecordsVisible: function(object_name, record_id, permissions, record) { 7 | if (record && record.converted) { 8 | return true 9 | } 10 | } 11 | 12 | } -------------------------------------------------------------------------------- /.vscode/settings.json: -------------------------------------------------------------------------------- 1 | { 2 | "yaml.completion": true, 3 | "yaml.customTags": [ 4 | "tag:yaml.org,2002:js/function" 5 | ], 6 | "yaml.schemas": { 7 | "./node_modules/@steedos/schemas/app/schema.json": "/*.app.yml", 8 | "./node_modules/@steedos/schemas/object/schema.json": "/*.object.yml", 9 | "./node_modules/@steedos/schemas/dashboard/schema.json": "/*.dashboard.yml" 10 | } 11 | } -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | defaultValue: Draft 3 | label: 状态 4 | options: 5 | - label: 草稿 6 | value: Draft 7 | - label: 审批中 8 | value: Pending 9 | - label: 已启用 10 | value: Enabled 11 | - label: 已结束 12 | value: Finished 13 | - label: 意外终止 14 | value: Terminated 15 | required: true 16 | searchable: true 17 | sort_no: 160 18 | type: select 19 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | defaultValue: Planned 3 | filterable: true 4 | label: 状态 5 | options: 6 | - label: 进行中 7 | value: In_Progress 8 | - label: 已结束 9 | value: Finished 10 | - label: 中止 11 | value: Terminated 12 | - label: 已计划 13 | value: Planned 14 | required: true 15 | searchable: true 16 | sort_no: 130 17 | sortable: true 18 | type: select 19 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/location/fields/location_type.field.yml: -------------------------------------------------------------------------------- 1 | name: location_type 2 | defaultValue: Location 3 | filterable: true 4 | label: 位置类型 5 | options: 6 | - label: 仓库 7 | value: Location 8 | - label: 站点 9 | value: Site 10 | - label: 货车 11 | value: Van 12 | - label: 工厂 13 | value: Factory 14 | required: true 15 | searchable: true 16 | sort_no: 110 17 | sortable: true 18 | type: select 19 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/agreement_contact_role.en/agreement_contact_role.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: agreement_contact_role 2 | label: 主协议联系人角色 3 | description: 4 | fields: 5 | agreement: 6 | label: 主协议 7 | help: 8 | description: 9 | contact: 10 | label: 启用人 11 | help: 12 | description: 13 | listviews: 14 | all: 15 | label: 所有主协议联系人角色 16 | recent: 17 | label: 最近查看 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/applications/order.app.yml: -------------------------------------------------------------------------------- 1 | name: 订单 2 | code: order 3 | description: 管理主协议、订单、产品、价格 4 | icon_slds: contract 5 | is_creator: true 6 | mobile_objects: 7 | - agreement 8 | - order 9 | - price_book 10 | - product 11 | objects: 12 | - agreement 13 | - order 14 | - accounts 15 | - contacts 16 | - price_book 17 | - product 18 | - tasks 19 | - events 20 | - reports 21 | sort: 30 22 | visible: false 23 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/agreement_contact_role.zh-CN/agreement_contact_role.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: agreement_contact_role 2 | label: 主协议联系人角色 3 | description: 4 | fields: 5 | agreement: 6 | label: 主协议 7 | help: 8 | description: 9 | contact: 10 | label: 启用人 11 | help: 12 | description: 13 | listviews: 14 | all: 15 | label: 所有主协议联系人角色 16 | recent: 17 | label: 最近查看 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/asset/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | filterable: true 3 | label: 状态 4 | options: 5 | - label: 已购买 6 | value: Purchased 7 | - label: 已出货 8 | value: Shipped 9 | - label: 已安装 10 | value: Installed 11 | - label: 已注册 12 | value: Registered 13 | - label: 已废弃 14 | value: Obsolete 15 | required: true 16 | searchable: true 17 | sort_no: 110 18 | sortable: true 19 | type: select 20 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/case/fields/case_reason.field.yml: -------------------------------------------------------------------------------- 1 | name: case_reason 2 | label: 个案原因 3 | options: 4 | - label: 用户未参加培训 5 | value: Not_In_Training 6 | - label: 功能复杂 7 | value: Complex_Function 8 | - label: 已有问题 9 | value: Existing_Problem 10 | - label: 说明不详 11 | value: Description_Unknown 12 | - label: 新问题 13 | value: New_Problem 14 | searchable: true 15 | sort_no: 190 16 | sortable: true 17 | type: select 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/loss_reason.field.yml: -------------------------------------------------------------------------------- 1 | name: loss_reason 2 | label: 失败原因 3 | options: 4 | - label: 竞争失败 5 | value: Lost_to_Competitor 6 | - label: 没有预算 7 | value: No_Budget_Lost_Funding 8 | - label: 没有回应 9 | value: No_Decision_Non-Responsive 10 | - label: 价格因素 11 | value: Price 12 | - label: 其他 13 | value: Other 14 | searchable: true 15 | sort_no: 240 16 | sortable: true 17 | type: select 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/currency.en/currency.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: currency 2 | label: 货币 3 | description: 4 | fields: 5 | exchange_rate: 6 | label: 汇率（人民币） 7 | help: 8 | description: 9 | name: 10 | label: 货币名称 11 | help: 12 | description: 13 | shorthand: 14 | label: 简称 15 | help: 16 | description: 17 | listviews: 18 | all: 19 | label: 所有货币 20 | recent: 21 | label: 最近查看 22 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/currency.zh-CN/currency.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: currency 2 | label: 货币 3 | description: 4 | fields: 5 | exchange_rate: 6 | label: 汇率（人民币） 7 | help: 8 | description: 9 | name: 10 | label: 货币名称 11 | help: 12 | description: 13 | shorthand: 14 | label: 简称 15 | help: 16 | description: 17 | listviews: 18 | all: 19 | label: 所有货币 20 | recent: 21 | label: 最近查看 22 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/amount.field.yml: -------------------------------------------------------------------------------- 1 | name: amount 2 | data_type: currency 3 | inlineHelpText: >- 4 | 估计总销售额。如果启用了多种币种，默认情况下，金额以您的个人币种显示。更改业务机会币种选项列表以跟踪另一币种的金额。对于具有产品的业务机会，金额是相关产品的总和。您无法直接编辑金额，除非该业务机会没有产品。要更改包含产品的业务机会的金额，编辑相关产品的销售价格或数量。如果您更改业务机会对应的价格手册，那么所有的产品都从该业务机会的“相关产品”中删除，但是本字段中的值不变。 5 | label: 金额 6 | sort_no: 210 7 | summary_field: total_price 8 | summary_object: opportunity_line_item 9 | summary_type: sum 10 | type: summary 11 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/forecast_category.field.yml: -------------------------------------------------------------------------------- 1 | name: forecast_category 2 | hidden: true 3 | inlineHelpText: 在报表、业务机会详细信息和编辑页面、业务机会搜索和业务机会列表视图中显示的预测类别名称。业务机会的设置绑定到其阶段。 4 | label: 预测类别 5 | options: 6 | - label: 忽略 7 | value: Omit 8 | - label: 销售漏斗 9 | value: Sales_Funnel 10 | - label: 最高金额 11 | value: Maximum_Amount 12 | - label: 提交 13 | value: Submit 14 | - label: 关闭 15 | value: Close 16 | sort_no: 340 17 | type: select 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/translations/en.translation.yml: -------------------------------------------------------------------------------- 1 | CustomApplications: 2 | service: 3 | name: 服务 4 | description: 通过客户、联系人、个案等管理客户服务 5 | inventory: 6 | name: 库存 7 | description: 通过位置、产品项、产品项交易等管理库存 8 | marketing: 9 | name: 市场营销 10 | description: 自动化市场营销 11 | oa: 12 | name: OA 13 | description: 管理审批、文档、任务、日程 14 | order: 15 | name: 订单 16 | description: 管理主协议、订单、产品、价格 17 | sales: 18 | name: Sales 19 | description: 通过客户、潜在客户、业务机会等管理销售流程 20 | -------------------------------------------------------------------------------- /.vscode/launch.json: -------------------------------------------------------------------------------- 1 | { 2 | // 使用 IntelliSense 了解相关属性。 3 | // 悬停以查看现有属性的描述。 4 | // 欲了解更多信息，请访问: https://go.microsoft.com/fwlink/?linkid=830387 5 | "version": "0.2.0", 6 | "configurations": [ 7 | { 8 | "type": "node", 9 | "request": "launch", 10 | "name": "启动程序", 11 | "skipFiles": [ 12 | "/**" 13 | ], 14 | "program": "${workspaceFolder}/server.js" 15 | } 16 | ] 17 | } -------------------------------------------------------------------------------- /steedos-app/main/default/translations/zh-CN.translation.yml: -------------------------------------------------------------------------------- 1 | CustomApplications: 2 | service: 3 | name: Service 4 | description: 通过客户、联系人、个案等管理客户服务 5 | inventory: 6 | name: 库存 7 | description: 通过位置、产品项、产品项交易等管理库存 8 | marketing: 9 | name: 市场营销 10 | description: 自动化市场营销 11 | oa: 12 | name: 办公 13 | description: 管理审批、文档、任务、日程 14 | order: 15 | name: 订单 16 | description: 管理主协议、订单、产品、价格 17 | sales: 18 | name: 销售 19 | description: 通过客户、潜在客户、业务机会等管理销售流程 20 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/agreement/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - field: agreement_number 4 | width: 150 5 | - field: account_id 6 | width: 280 7 | wrap: true 8 | - field: status 9 | width: 150 10 | - field: start_date 11 | width: 150 12 | - field: end_date 13 | width: 150 14 | - field: agreement_term 15 | width: 150 16 | - owner 17 | filter_scope: space 18 | label: 所有主协议 19 | shared: true 20 | sort: 21 | - - create_date 22 | - desc 23 | -------------------------------------------------------------------------------- /server.js: -------------------------------------------------------------------------------- 1 | require('dotenv-flow').config(); 2 | 3 | var server = require('@steedos/meteor-bundle-runner'); 4 | var steedos = require('@steedos/core') 5 | 6 | server.Fiber(function () { 7 | try { 8 | server.Profile.run("Server startup", function () { 9 | server.loadServerBundles(); 10 | steedos.init(); 11 | server.callStartupHooks(); 12 | server.runMain(); 13 | }) 14 | } catch (error) { 15 | console.error(error.stack) 16 | } 17 | }).run() 18 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/probability.field.yml: -------------------------------------------------------------------------------- 1 | name: probability 2 | inlineHelpText: 业务机会将关闭的可能性，以百分比表示。可能性值总是由阶段值的更改而更新，即使在您的页面布局中可能性字段标记为只读。对此字段具有编辑权限的用户可以覆盖该值。 3 | label: 业务机会赢率（%） 4 | options: 5 | - label: 10% 6 | value: 10% 7 | - label: 35% 8 | value: 35% 9 | - label: 75% 10 | value: 75% 11 | - label: 90% 12 | value: 90% 13 | - label: 100% 14 | value: 100% 15 | - label: 0% 16 | value: 0% 17 | searchable: true 18 | sort_no: 170 19 | sortable: true 20 | type: select 21 | -------------------------------------------------------------------------------- /steedos-app/main/default/applications/sales.app.yml: -------------------------------------------------------------------------------- 1 | name: 销售 2 | code: sales 3 | description: 通过客户、潜在客户、业务机会等管理销售流程 4 | icon_slds: case 5 | is_creator: true 6 | mobile_objects: 7 | - opportunity 8 | - leads 9 | - accounts 10 | - contacts 11 | - quote 12 | - order 13 | - product 14 | - campaign 15 | objects: 16 | - opportunity 17 | - leads 18 | - accounts 19 | - contacts 20 | - quote 21 | - order 22 | - product 23 | - campaign 24 | - tasks 25 | - events 26 | - reports 27 | sort: 20 28 | visible: true 29 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/price_book.en/price_book.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: price_book 2 | label: 价格手册 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | is_active: 10 | label: 已启用 11 | help: 12 | description: 13 | is_standard: 14 | label: 是标准价格手册 15 | help: 16 | description: 17 | name: 18 | label: 价格手册名 19 | help: 20 | description: 21 | listviews: 22 | all: 23 | label: 所有价格手册 24 | recent: 25 | label: 最近查看 26 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/won.listview.yml: -------------------------------------------------------------------------------- 1 | name: won 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: amount 10 | width: 180 11 | - field: lead_source 12 | width: 120 13 | - field: owner 14 | width: 120 15 | filter_fields: 16 | - lead_source 17 | - account 18 | - name 19 | filter_scope: space 20 | filters: 21 | - - stage 22 | - '=' 23 | - Closed_Won 24 | label: 已成功的业务机会 25 | shared: true 26 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/price_book.zh-CN/price_book.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: price_book 2 | label: 价格手册 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | is_active: 10 | label: 已启用 11 | help: 12 | description: 13 | is_standard: 14 | label: 是标准价格手册 15 | help: 16 | description: 17 | name: 18 | label: 价格手册名 19 | help: 20 | description: 21 | listviews: 22 | all: 23 | label: 所有价格手册 24 | recent: 25 | label: 最近查看 26 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/lost.listview.yml: -------------------------------------------------------------------------------- 1 | name: lost 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: lead_source 10 | width: 120 11 | - field: loss_reason 12 | width: 220 13 | - field: owner 14 | width: 120 15 | filter_fields: 16 | - loss_reason 17 | - lead_source 18 | - account 19 | - name 20 | filter_scope: space 21 | filters: 22 | - - stage 23 | - '=' 24 | - Closed_Lost 25 | label: 已失败的业务机会 26 | shared: true 27 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: due_date 10 | width: 120 11 | - field: stage 12 | width: 160 13 | - field: probability 14 | width: 120 15 | - field: lead_source 16 | width: 120 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - stage 21 | - lead_source 22 | - account 23 | - name 24 | filter_scope: space 25 | label: 全部业务机会 26 | shared: true 27 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/mine.listview.yml: -------------------------------------------------------------------------------- 1 | name: mine 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: due_date 10 | width: 120 11 | - field: stage 12 | width: 160 13 | - field: probability 14 | width: 120 15 | - field: lead_source 16 | width: 120 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - stage 21 | - lead_source 22 | - account 23 | - name 24 | filter_scope: mine 25 | label: 我的业务机会 26 | shared: true 27 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: due_date 10 | width: 120 11 | - field: stage 12 | width: 160 13 | - field: probability 14 | width: 120 15 | - field: lead_source 16 | width: 120 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - stage 21 | - lead_source 22 | - account 23 | - name 24 | filter_scope: space 25 | label: 最近查看 26 | shared: true 27 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # Salesforce Alternative 2 | 3 | ## Run your salesforce 4 | 5 | ### Install dependences 6 | 7 | - [NodeJS v10.0 or above](https://nodejs.org/en/) 8 | - [MongoDB Community Server v3.4 or above](https://www.mongodb.com/download-center/community) 9 | 10 | ### Install node modules 11 | 12 | ```bash 13 | npm i yarn -g 14 | yarn 15 | ``` 16 | 17 | ### Run Server 18 | 19 | ```bash 20 | yarn start 21 | ``` 22 | 23 | navigate to http://127.0.0.1:5000 24 | 25 | ## Customize your salesforce 26 | 27 | - [Configuration](./steedos-config.yml) 28 | - [Apps](./src/apps) 29 | - [Objects](./src/objects) -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/listviews/recent.listview.yml: -------------------------------------------------------------------------------- 1 | name: recent 2 | columns: 3 | - field: status 4 | width: 60 5 | - field: name 6 | width: 120 7 | - field: company 8 | width: 200 9 | - field: title 10 | width: 150 11 | - field: phone 12 | width: 150 13 | - field: mobile 14 | width: 150 15 | - field: email 16 | width: 200 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - status 21 | - rating 22 | - name 23 | - company 24 | filters: 25 | - - converted 26 | - <> 27 | - true 28 | label: 最近查看 29 | shared: true 30 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/listviews/mine.listview.yml: -------------------------------------------------------------------------------- 1 | name: mine 2 | columns: 3 | - field: status 4 | width: 60 5 | - field: name 6 | width: 120 7 | - field: company 8 | width: 200 9 | - field: title 10 | width: 150 11 | - field: phone 12 | width: 150 13 | - field: mobile 14 | width: 150 15 | - field: email 16 | width: 200 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - status 21 | - rating 22 | - name 23 | - company 24 | filter_scope: mine 25 | filters: 26 | - - converted 27 | - <> 28 | - true 29 | label: 我的潜在客户 30 | shared: true 31 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/quote/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | defaultValue: Draft 3 | filterable: true 4 | inlineHelpText: 报价的状态。 5 | label: 状态 6 | options: 7 | - label: 草稿 8 | value: Draft 9 | - label: 需要审核 10 | value: Needs_Review 11 | - label: 审核中 12 | value: In_Review 13 | - label: 已批准 14 | value: Approved 15 | - label: 已拒绝 16 | value: Projectde 17 | - label: 已提交 18 | value: Presented 19 | - label: 已接受 20 | value: Accepted 21 | - label: 已否决 22 | value: Denied 23 | required: true 24 | searchable: true 25 | sort_no: 150 26 | sortable: true 27 | type: select 28 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/stage.field.yml: -------------------------------------------------------------------------------- 1 | name: stage 2 | inlineHelpText: >- 3 | 管理员将此选项列表中的值与决定业务机会如何对您的预测进行贡献的“预测类别”值关联。如果原始日期在未来，则当您将未处理业务机会的阶段设为已结束/赢得客户，则关闭日期设为协调世界时 4 | (UTC) 的当前日期。在一天的某个时间，UTC 可能与您的时区相差一天。如果结束日期是过去业务机会结束的日期，则日期不能更改。 5 | label: 业务机会阶段 6 | options: 7 | - label: 初期沟通 8 | value: Qualification 9 | - label: 立项跟踪 10 | value: Needs_Analysis 11 | - label: 呈报方案 12 | value: Proposal 13 | - label: 商务谈判 14 | value: Negotiation 15 | - label: 赢单 16 | value: Closed_Won 17 | - label: 输单 18 | value: Closed_Lost 19 | required: true 20 | sort_no: 150 21 | type: select 22 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/status.field.yml: -------------------------------------------------------------------------------- 1 | name: status 2 | defaultValue: New 3 | filterable: true 4 | label: 状态 5 | options: 6 | - label: 新建 7 | value: New 8 | - label: 已联系 9 | value: Working 10 | - label: 培育中 11 | value: Nurturing 12 | - label: 已转化 13 | value: Qualified 14 | - label: 无意向 15 | value: Unqualified 16 | - label: 已选择其他品牌 17 | value: Others 18 | - label: 无法联系 19 | value: Not_Available 20 | - label: 经销代 21 | value: Agent 22 | - label: 企业客户 23 | value: Business 24 | required: true 25 | searchable: true 26 | sort_no: 100 27 | sortable: true 28 | type: select 29 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity_contact_role/fields/roles.field.yml: -------------------------------------------------------------------------------- 1 | name: roles 2 | inlineHelpText: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 3 | label: 角色 4 | multiple: true 5 | options: 6 | - label: 普通人 7 | value: Ordinary 8 | - label: 决策人 9 | value: Policymaker 10 | - label: 分项决策人 11 | value: Itemize_Policymaker 12 | - label: 商务决策 13 | value: Business_Decision 14 | - label: 技术决策 15 | value: Tech_Decision 16 | - label: 财务决策 17 | value: Finance_Decision 18 | - label: 使用人 19 | value: Recipient 20 | - label: 意见影响人 21 | value: Opinions_People 22 | sort_no: 140 23 | type: select 24 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/account_contact_relationship/fields/role.field.yml: -------------------------------------------------------------------------------- 1 | name: role 2 | inlineHelpText: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 3 | label: 角色 4 | multiple: true 5 | options: 6 | - label: 普通人 7 | value: Ordinary 8 | - label: 决策人 9 | value: Policymaker 10 | - label: 分项决策人 11 | value: Itemize_Policymaker 12 | - label: 商务决策 13 | value: Business_Decision 14 | - label: 技术决策 15 | value: Tech_Decision 16 | - label: 财务决策 17 | value: Finance_Decision 18 | - label: 使用人 19 | value: Recipient 20 | - label: 意见影响人 21 | value: Opinions_People 22 | sort_no: 180 23 | type: select 24 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign/fields/type.field.yml: -------------------------------------------------------------------------------- 1 | name: type 2 | filterable: true 3 | label: 类型 4 | options: 5 | - label: 广告 6 | value: Advertisement 7 | - label: 客户活动 8 | value: Customer_Event 9 | - label: 员工推荐 10 | value: Employee_Referral 11 | - label: 百度搜索 12 | value: Baidu_AdWords 13 | - label: 其他 14 | value: Other 15 | - label: 合作伙伴 16 | value: Partner 17 | - label: 采购清单 18 | value: Purchased_List 19 | - label: 贸易展览 20 | value: Trade_Show 21 | - label: 线上研讨 22 | value: Webinar 23 | - label: 网站 24 | value: Website 25 | searchable: true 26 | sort_no: 160 27 | sortable: true 28 | type: select 29 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/fields/lead_source.field.yml: -------------------------------------------------------------------------------- 1 | name: lead_source 2 | filterable: true 3 | label: 潜在客户来源 4 | options: 5 | - label: 广告 6 | value: Advertisement 7 | - label: 客户活动 8 | value: Customer_Event 9 | - label: 员工推荐 10 | value: Employee_Referral 11 | - label: 百度搜索 12 | value: Baidu_AdWords 13 | - label: 其他 14 | value: Other 15 | - label: 合作伙伴 16 | value: Partner 17 | - label: 采购清单 18 | value: Purchased_List 19 | - label: 贸易展览 20 | value: Trade_Show 21 | - label: 线上研讨 22 | value: Webinar 23 | - label: 网站 24 | value: Website 25 | searchable: true 26 | sort_no: 260 27 | sortable: true 28 | type: select 29 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_items.en/product_items.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_items 2 | label: 产品项 3 | description: 4 | fields: 5 | location: 6 | label: 位置 7 | help: 只有选择库存位置选项的位置，才可以与产品项关联。 8 | description: 9 | product: 10 | label: 产品名 11 | help: 12 | description: 13 | product_items_number: 14 | label: 产品项编号 15 | help: 16 | description: 17 | quantity: 18 | label: 现存数量 19 | help: 20 | description: 21 | serial_number: 22 | label: 序号 23 | help: 如果现存数量是 1，则输入序号。 24 | description: 25 | unit: 26 | label: 单位 27 | help: 28 | description: 29 | listviews: 30 | all: 31 | label: 所有产品项 32 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_items.zh-CN/product_items.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_items 2 | label: 产品项 3 | description: 4 | fields: 5 | location: 6 | label: 位置 7 | help: 只有选择库存位置选项的位置，才可以与产品项关联。 8 | description: 9 | product: 10 | label: 产品名 11 | help: 12 | description: 13 | product_items_number: 14 | label: 产品项编号 15 | help: 16 | description: 17 | quantity: 18 | label: 现存数量 19 | help: 20 | description: 21 | serial_number: 22 | label: 序号 23 | help: 如果现存数量是 1，则输入序号。 24 | description: 25 | unit: 26 | label: 单位 27 | help: 28 | description: 29 | listviews: 30 | all: 31 | label: 所有产品项 32 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/listviews/hot.listview.yml: -------------------------------------------------------------------------------- 1 | name: hot 2 | columns: 3 | - field: status 4 | width: 60 5 | - field: name 6 | width: 120 7 | - field: company 8 | width: 200 9 | - field: title 10 | width: 150 11 | - field: phone 12 | width: 150 13 | - field: mobile 14 | width: 150 15 | - field: email 16 | width: 200 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - status 21 | - name 22 | - company 23 | filters: ! |- 24 | function () { 25 | 26 | return [ 27 | ["rating","=","Hot"], 28 | ["converted", "<>", true] 29 | ]; 30 | 31 | } 32 | label: 非常重要的潜在客户 33 | shared: true 34 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/listviews/today.listview.yml: -------------------------------------------------------------------------------- 1 | name: today 2 | columns: 3 | - field: status 4 | width: 60 5 | - field: name 6 | width: 120 7 | - field: company 8 | width: 200 9 | - field: title 10 | width: 150 11 | - field: phone 12 | width: 150 13 | - field: mobile 14 | width: 150 15 | - field: email 16 | width: 200 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - rating 21 | - name 22 | - company 23 | filters: ! |- 24 | function () { 25 | 26 | return [ 27 | ["status","=","New"], 28 | ["converted", "<>", true] 29 | ]; 30 | 31 | } 32 | label: 新的潜在客户 33 | shared: true 34 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/opportunity/listviews/operating.listview.yml: -------------------------------------------------------------------------------- 1 | name: operating 2 | columns: 3 | - field: name 4 | width: 220 5 | - field: account 6 | width: 280 7 | - field: amount 8 | width: 120 9 | - field: due_date 10 | width: 120 11 | - field: stage 12 | width: 160 13 | - field: probability 14 | width: 120 15 | - field: lead_source 16 | width: 120 17 | - field: owner 18 | width: 120 19 | filter_fields: 20 | - stage 21 | - lead_source 22 | - account 23 | - name 24 | filter_scope: space 25 | filters: 26 | - - stage 27 | - '!=' 28 | - Closed_Won 29 | - - stage 30 | - '!=' 31 | - Closed_Lost 32 | label: 进行中的业务机会 33 | shared: true 34 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_consumed.en/product_consumed.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_consumed 2 | label: 产品消耗 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | product: 10 | label: 产品名 11 | help: 产品项下对应的产品名。 12 | description: 13 | product_consumed_number: 14 | label: 产品消耗编号 15 | help: 16 | description: 17 | product_items: 18 | label: 产品项 19 | help: 20 | description: 21 | quantity: 22 | label: 消耗数量 23 | help: 24 | description: 25 | unit_price: 26 | label: 单价 27 | help: 28 | description: 29 | groups: 30 | 描述: 描述 31 | listviews: 32 | all: 33 | label: 所有产品消耗 34 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_consumed.zh-CN/product_consumed.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_consumed 2 | label: 产品消耗 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | product: 10 | label: 产品名 11 | help: 产品项下对应的产品名。 12 | description: 13 | product_consumed_number: 14 | label: 产品消耗编号 15 | help: 16 | description: 17 | product_items: 18 | label: 产品项 19 | help: 20 | description: 21 | quantity: 22 | label: 消耗数量 23 | help: 24 | description: 25 | unit_price: 26 | label: 单价 27 | help: 28 | description: 29 | groups: 30 | 描述: 描述 31 | listviews: 32 | all: 33 | label: 所有产品消耗 34 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/campaign_member/fields/lead_source.field.yml: -------------------------------------------------------------------------------- 1 | name: lead_source 2 | filterable: true 3 | inlineHelpText: 潜在客户来源，例如，广告、合作伙伴或 Web。 4 | label: 潜在客户来源 5 | options: 6 | - label: 广告 7 | value: Advertisement 8 | - label: 客户活动 9 | value: Customer_Event 10 | - label: 员工推荐 11 | value: Employee_Referral 12 | - label: 百度搜索 13 | value: Baidu_AdWords 14 | - label: 其他 15 | value: Other 16 | - label: 合作伙伴 17 | value: Partner 18 | - label: 采购清单 19 | value: Purchased_List 20 | - label: 贸易展览 21 | value: Trade_Show 22 | - label: 线上研讨 23 | value: Webinar 24 | - label: 网站 25 | value: Website 26 | searchable: true 27 | sort_no: 190 28 | sortable: true 29 | type: select 30 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_item_transaction.en/product_item_transaction.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_item_transaction 2 | label: 产品项交易 3 | description: 4 | fields: 5 | item_transaction_number: 6 | label: 产品项交易编号 7 | help: 8 | description: 9 | product_items: 10 | label: 产品项 11 | help: 12 | description: 13 | quantity: 14 | label: 数量 15 | help: 16 | description: 17 | transaction_type: 18 | label: 类型 19 | help: 20 | options: 21 | - label: 已创建 22 | value: Replenished 23 | - label: 手动调整 24 | value: Adjusted 25 | - label: 已消耗 26 | value: Consumed 27 | description: 28 | listviews: 29 | all: 30 | label: 所有产品项交易 31 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product_item_transaction.zh-CN/product_item_transaction.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product_item_transaction 2 | label: 产品项交易 3 | description: 4 | fields: 5 | item_transaction_number: 6 | label: 产品项交易编号 7 | help: 8 | description: 9 | product_items: 10 | label: 产品项 11 | help: 12 | description: 13 | quantity: 14 | label: 数量 15 | help: 16 | description: 17 | transaction_type: 18 | label: 类型 19 | help: 20 | options: 21 | - label: 已创建 22 | value: Replenished 23 | - label: 手动调整 24 | value: Adjusted 25 | - label: 已消耗 26 | value: Consumed 27 | description: 28 | listviews: 29 | all: 30 | label: 所有产品项交易 31 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/listviews/all.listview.yml: -------------------------------------------------------------------------------- 1 | name: all 2 | columns: 3 | - field: name 4 | width: '120' 5 | wrap: false 6 | - field: company 7 | width: '200' 8 | wrap: false 9 | - field: owner 10 | width: '120' 11 | wrap: false 12 | - field: rating 13 | width: '120' 14 | wrap: false 15 | - field: lead_source 16 | width: '120' 17 | wrap: false 18 | - field: status 19 | width: '120' 20 | wrap: false 21 | - field: created 22 | width: '120' 23 | wrap: false 24 | filter_fields: 25 | - status 26 | - rating 27 | - lead_source 28 | - owner 29 | filters: 30 | - - converted 31 | - <> 32 | - true 33 | label: 所有潜在客户 34 | shared: true 35 | sort: 36 | - field_name: created 37 | order: desc 38 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/location.en/location.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: location 2 | label: 位置 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | is_inv_location: 10 | label: 库存位置 11 | help: 12 | description: 13 | is_mobile: 14 | label: 移动位置 15 | help: 16 | description: 17 | location_type: 18 | label: 位置类型 19 | help: 20 | options: 21 | - label: 仓库 22 | value: Location 23 | - label: 站点 24 | value: Site 25 | - label: 货车 26 | value: Van 27 | - label: 工厂 28 | value: Factory 29 | description: 30 | name: 31 | label: 位置名称 32 | help: 33 | description: 34 | listviews: 35 | all: 36 | label: 所有位置 37 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/location.zh-CN/location.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: location 2 | label: 位置 3 | description: 4 | fields: 5 | description: 6 | label: 描述 7 | help: 8 | description: 9 | is_inv_location: 10 | label: 库存位置 11 | help: 12 | description: 13 | is_mobile: 14 | label: 移动位置 15 | help: 16 | description: 17 | location_type: 18 | label: 位置类型 19 | help: 20 | options: 21 | - label: 仓库 22 | value: Location 23 | - label: 站点 24 | value: Site 25 | - label: 货车 26 | value: Van 27 | - label: 工厂 28 | value: Factory 29 | description: 30 | name: 31 | label: 位置名称 32 | help: 33 | description: 34 | listviews: 35 | all: 36 | label: 所有位置 37 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/lead_source.field.yml: -------------------------------------------------------------------------------- 1 | name: lead_source 2 | filterable: true 3 | label: 潜在客户来源 4 | options: 5 | - label: 广告 6 | value: Advertisement 7 | - label: 客户活动 8 | value: Customer_Event 9 | - label: 员工推荐 10 | value: Employee_Referral 11 | - label: 百度搜索 12 | value: Baidu_AdWords 13 | - label: 其他 14 | value: Other 15 | - label: 合作伙伴 16 | value: Partner 17 | - label: 采购清单 18 | value: Purchased_List 19 | - label: 贸易展览 20 | value: Trade_Show 21 | - label: 线上研讨 22 | value: Webinar 23 | - label: 网站 24 | value: Website 25 | - label: 电话 26 | value: Phone 27 | - label: 企业微信扫码 28 | value: WeChat 29 | - label: 公众号 30 | value: Official_Accounts 31 | searchable: true 32 | sort_no: 220 33 | sortable: true 34 | type: select 35 | -------------------------------------------------------------------------------- /steedos-config.yml: -------------------------------------------------------------------------------- 1 | datasources: 2 | default: 3 | connection: 4 | url: ${MONGO_URL} 5 | objectFiles: 6 | - "./steedos-app/**" 7 | appFiles: 8 | - "./steedos-app/**" 9 | public: 10 | cfs: 11 | store: "local" 12 | local: 13 | folder: "./storage" 14 | plugins: 15 | - "@steedos/accounts" 16 | - "@steedos/plugin-enterprise" 17 | - "@steedos/metadata-api" 18 | tenant: 19 | _id: 20 | enable_register: true 21 | enable_forget_password: false 22 | saas: false 23 | enable_password_login: true 24 | enable_mobile_code_login: false 25 | enable_email_code_login: false 26 | enable_bind_mobile: false 27 | sms: 28 | qcloud: 29 | smsqueue_interval: 1000 30 | sdkappid: ${STEEDOS_SMS_QCLOUD_SDKAPPID} 31 | appkey: ${STEEDOS_SMS_QCLOUD_APPKEY} 32 | signname: ${STEEDOS_SMS_QCLOUD_SIGNNAME} 33 | email: 34 | from: 华炎云 35 | url: ${MAIL_URL} 36 | cron: 37 | instancerecordqueue_interval: 10000 -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/price_book_entry.en/price_book_entry.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry 2 | label: 价格手册条目 3 | description: 4 | fields: 5 | currency: 6 | label: 货币 7 | help: 此字段仅在启用多个货币时可用。它表示用于价目表条目（产品和标价）的货币。 8 | description: 9 | is_active: 10 | label: 已启用 11 | help: 价格手册条目（产品和列表价格）是否是有效的并可添加到业务机会或报价。 12 | description: 13 | price_book_id: 14 | label: 价格手册 15 | help: 价格手册包含此项的价格。 16 | description: 17 | product_code: 18 | label: 产品代码 19 | help: 20 | description: 21 | product_id: 22 | label: 产品 23 | help: 24 | description: 25 | unit_price: 26 | label: 价目表价格 27 | help: 价格手册内的产品的价格，包括货币。 28 | description: 29 | use_standard_price: 30 | label: 使用标准价格 31 | help: 价格手册条目的价格是否继承至标准价格手册。 32 | description: 33 | listviews: 34 | all: 35 | label: 所有价格手册条目 36 | recent: 37 | label: 最近查看 38 | actions: 39 | addProduct: 40 | label: 添加产品 41 | standard_new: 42 | label: 43 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/price_book_entry.zh-CN/price_book_entry.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: price_book_entry 2 | label: 价格手册条目 3 | description: 4 | fields: 5 | currency: 6 | label: 货币 7 | help: 此字段仅在启用多个货币时可用。它表示用于价目表条目（产品和标价）的货币。 8 | description: 9 | is_active: 10 | label: 已启用 11 | help: 价格手册条目（产品和列表价格）是否是有效的并可添加到业务机会或报价。 12 | description: 13 | price_book_id: 14 | label: 价格手册 15 | help: 价格手册包含此项的价格。 16 | description: 17 | product_code: 18 | label: 产品代码 19 | help: 20 | description: 21 | product_id: 22 | label: 产品 23 | help: 24 | description: 25 | unit_price: 26 | label: 价目表价格 27 | help: 价格手册内的产品的价格，包括货币。 28 | description: 29 | use_standard_price: 30 | label: 使用标准价格 31 | help: 价格手册条目的价格是否继承至标准价格手册。 32 | description: 33 | listviews: 34 | all: 35 | label: 所有价格手册条目 36 | recent: 37 | label: 最近查看 38 | actions: 39 | addProduct: 40 | label: 添加产品 41 | standard_new: 42 | label: 43 | -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | MIT License 2 | 3 | Copyright (c) 2019 Steedos Inc. 4 | 5 | Permission is hereby granted, free of charge, to any person obtaining a copy 6 | of this software and associated documentation files (the "Software"), to deal 7 | in the Software without restriction, including without limitation the rights 8 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 9 | copies of the Software, and to permit persons to whom the Software is 10 | furnished to do so, subject to the following conditions: 11 | 12 | The above copyright notice and this permission notice shall be included in all 13 | copies or substantial portions of the Software. 14 | 15 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 16 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 17 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 18 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 19 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 20 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 21 | SOFTWARE. 22 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/opportunity_contact_role.en/opportunity_contact_role.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_contact_role 2 | label: 业务机会联系人角色 3 | description: 4 | fields: 5 | contact_id: 6 | label: 联系人 7 | help: 联系人或个人客户的姓名。 8 | description: 9 | is_primary: 10 | label: 主要 11 | help: 打✔，则该联系人为业务机会的主要联系人。 12 | description: 13 | number: 14 | label: 序号 15 | help: 16 | description: 17 | opportunity_id: 18 | label: 业务机会名 19 | help: 与联系人相关的业务机会的名称。 20 | description: 21 | roles: 22 | label: 角色 23 | help: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 24 | options: 25 | - label: 普通人 26 | value: Ordinary 27 | - label: 决策人 28 | value: Policymaker 29 | - label: 分项决策人 30 | value: Itemize_Policymaker 31 | - label: 商务决策 32 | value: Business_Decision 33 | - label: 技术决策 34 | value: Tech_Decision 35 | - label: 财务决策 36 | value: Finance_Decision 37 | - label: 使用人 38 | value: Recipient 39 | - label: 意见影响人 40 | value: Opinions_People 41 | description: 42 | listviews: 43 | all: 44 | label: 全部业务机会联系人 45 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/opportunity_contact_role.zh-CN/opportunity_contact_role.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_contact_role 2 | label: 业务机会联系人角色 3 | description: 4 | fields: 5 | contact_id: 6 | label: 联系人 7 | help: 联系人或个人客户的姓名。 8 | description: 9 | is_primary: 10 | label: 主要 11 | help: 打✔，则该联系人为业务机会的主要联系人。 12 | description: 13 | number: 14 | label: 序号 15 | help: 16 | description: 17 | opportunity_id: 18 | label: 业务机会名 19 | help: 与联系人相关的业务机会的名称。 20 | description: 21 | roles: 22 | label: 角色 23 | help: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 24 | options: 25 | - label: 普通人 26 | value: Ordinary 27 | - label: 决策人 28 | value: Policymaker 29 | - label: 分项决策人 30 | value: Itemize_Policymaker 31 | - label: 商务决策 32 | value: Business_Decision 33 | - label: 技术决策 34 | value: Tech_Decision 35 | - label: 财务决策 36 | value: Finance_Decision 37 | - label: 使用人 38 | value: Recipient 39 | - label: 意见影响人 40 | value: Opinions_People 41 | description: 42 | listviews: 43 | all: 44 | label: 全部业务机会联系人 45 | -------------------------------------------------------------------------------- /package.json: -------------------------------------------------------------------------------- 1 | { 2 | "name": "@steedos/app-crm", 3 | "version": "1.23.40", 4 | "description": "", 5 | "main": "index.js", 6 | "scripts": { 7 | "debug": "nodemon server.js", 8 | "start": "node server.js", 9 | "buildPackage": "steedos package:build -n crm -p steedos-app", 10 | "test": "echo \"Error: no test specified\" && exit 1" 11 | }, 12 | "author": "", 13 | "license": "ISC", 14 | "devDependencies": { 15 | "@steedos/accounts": "^1.23.40", 16 | "@steedos/plugin-enterprise": "^1.23.40", 17 | "@steedos/steedos-plugin-workflow": "^2.0.8", 18 | "dotenv-flow": "^3.1.0", 19 | "nodemon": "^1.19.1", 20 | "steedos-server": "^1.23.40" 21 | }, 22 | "homepage": "https://developer.steedos.com", 23 | "resolutions": { 24 | "**/lodash": "^4.17.15", 25 | "**/handlebars": "^4.3.0", 26 | "**/debug": "^3.1.0", 27 | "**/hoek": "^5.0.3", 28 | "**/cryptiles": "^4.1.2", 29 | "**/bcrypt": "3.0.6", 30 | "**/samlp": "3.4.1", 31 | "**/xmldom": "0.2.1", 32 | "**/tslib": "1.11.2", 33 | "**/fibers": "^4.0.3", 34 | "**/underscore": "^1.12.0" 35 | } 36 | } 37 | -------------------------------------------------------------------------------- /.gitignore: -------------------------------------------------------------------------------- 1 | # Logs 2 | logs 3 | *.log 4 | npm-debug.log* 5 | yarn-debug.log* 6 | yarn-error.log* 7 | 8 | # Runtime data 9 | pids 10 | *.pid 11 | *.seed 12 | *.pid.lock 13 | 14 | # Directory for instrumented libs generated by jscoverage/JSCover 15 | lib-cov 16 | 17 | # Coverage directory used by tools like istanbul 18 | coverage 19 | 20 | # nyc test coverage 21 | .nyc_output 22 | 23 | # Grunt intermediate storage (http://gruntjs.com/creating-plugins#storing-task-files) 24 | .grunt 25 | 26 | # Bower dependency directory (https://bower.io/) 27 | bower_components 28 | 29 | # node-waf configuration 30 | .lock-wscript 31 | 32 | # Compiled binary addons (https://nodejs.org/api/addons.html) 33 | build/Release 34 | 35 | # Dependency directories 36 | node_modules/ 37 | jspm_packages/ 38 | 39 | # TypeScript v1 declaration files 40 | typings/ 41 | 42 | # Optional npm cache directory 43 | .npm 44 | 45 | # Optional eslint cache 46 | .eslintcache 47 | 48 | # Optional REPL history 49 | .node_repl_history 50 | 51 | # Output of 'npm pack' 52 | *.tgz 53 | 54 | # Yarn Integrity file 55 | .yarn-integrity 56 | 57 | # next.js build output 58 | .next 59 | 60 | yaml 61 | 62 | package-lock.json 63 | 64 | .DS_Store 65 | 66 | storage/ 67 | .env.local 68 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/opportunity_line_item.en/opportunity_line_item.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_line_item 2 | label: 业务机会产品 3 | description: 4 | fields: 5 | description: 6 | label: 行描述 7 | help: 8 | description: 9 | discount: 10 | label: 折扣（%） 11 | help: 产品的百分比折扣。 12 | description: 13 | list_price: 14 | label: 价目表价格 15 | help: 价格手册中的产品价格（包含币种）。只读。 16 | description: 17 | number: 18 | label: 序号 19 | help: 20 | description: 21 | opportunity_id: 22 | label: 业务机会名 23 | help: 24 | description: 25 | product_code: 26 | label: 产品代码 27 | help: 28 | description: 29 | product_id: 30 | label: 产品 31 | help: 32 | description: 33 | quantity: 34 | label: 数量 35 | help: 36 | description: 37 | service_date: 38 | label: 日期 39 | help: 某个业务机会产品的关闭日期。 40 | description: 41 | subtotal: 42 | label: 小计 43 | help: 标准和折扣价格之间的差值。业务机会币种与用户币种不同时转换后的币种金额。 44 | description: 45 | total_price: 46 | label: 总价 47 | help: 业务机会产品所有产品金额的总计。 48 | description: 49 | unit_price: 50 | label: 销售价格 51 | help: 业务机会产品中产品的价格。对于没有相关计划的业务机会产品，销售价格可以编辑。当计划与业务机会产品相关时，销售价格变为只读。 52 | description: 53 | listviews: 54 | all: 55 | label: 全部业务机会产品 56 | actions: 57 | addProduct: 58 | label: 添加产品 59 | selectPriceBook: 60 | label: 选择价格手册 61 | standard_new: 62 | label: 63 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/opportunity_line_item.zh-CN/opportunity_line_item.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: opportunity_line_item 2 | label: 业务机会产品 3 | description: 4 | fields: 5 | description: 6 | label: 行描述 7 | help: 8 | description: 9 | discount: 10 | label: 折扣（%） 11 | help: 产品的百分比折扣。 12 | description: 13 | list_price: 14 | label: 价目表价格 15 | help: 价格手册中的产品价格（包含币种）。只读。 16 | description: 17 | number: 18 | label: 序号 19 | help: 20 | description: 21 | opportunity_id: 22 | label: 业务机会名 23 | help: 24 | description: 25 | product_code: 26 | label: 产品代码 27 | help: 28 | description: 29 | product_id: 30 | label: 产品 31 | help: 32 | description: 33 | quantity: 34 | label: 数量 35 | help: 36 | description: 37 | service_date: 38 | label: 日期 39 | help: 某个业务机会产品的关闭日期。 40 | description: 41 | subtotal: 42 | label: 小计 43 | help: 标准和折扣价格之间的差值。业务机会币种与用户币种不同时转换后的币种金额。 44 | description: 45 | total_price: 46 | label: 总价 47 | help: 业务机会产品所有产品金额的总计。 48 | description: 49 | unit_price: 50 | label: 销售价格 51 | help: 业务机会产品中产品的价格。对于没有相关计划的业务机会产品，销售价格可以编辑。当计划与业务机会产品相关时，销售价格变为只读。 52 | description: 53 | listviews: 54 | all: 55 | label: 全部业务机会产品 56 | actions: 57 | addProduct: 58 | label: 添加产品 59 | selectPriceBook: 60 | label: 选择价格手册 61 | standard_new: 62 | label: 63 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/asset.en/asset.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: asset 2 | label: 资产 3 | description: 4 | fields: 5 | account: 6 | label: 客户 7 | help: 8 | description: 9 | asset_currency: 10 | label: 资产币种 11 | help: 12 | description: 13 | asset_number: 14 | label: 序列号 15 | help: 16 | description: 17 | competitor_asset: 18 | label: 竞争对手资产 19 | help: 20 | description: 21 | contact: 22 | label: 联系人 23 | help: 24 | description: 25 | description: 26 | label: 描述 27 | help: 28 | description: 29 | installed_date: 30 | label: 安装日期 31 | help: 32 | description: 33 | name: 34 | label: 资产名称 35 | help: 36 | description: 37 | obsoleted_date: 38 | label: 使用结束日期 39 | help: 40 | description: 41 | price: 42 | label: 价格 43 | help: 44 | description: 45 | product: 46 | label: 产品 47 | help: 48 | description: 49 | purchased_date: 50 | label: 购买日期 51 | help: 52 | description: 53 | quantity: 54 | label: 数量 55 | help: 56 | description: 57 | status: 58 | label: 状态 59 | help: 60 | options: 61 | - label: 已购买 62 | value: Purchased 63 | - label: 已出货 64 | value: Shipped 65 | - label: 已安装 66 | value: Installed 67 | - label: 已注册 68 | value: Registered 69 | - label: 已废弃 70 | value: Obsolete 71 | description: 72 | listviews: 73 | all: 74 | label: 所有资产 75 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/asset.zh-CN/asset.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: asset 2 | label: 资产 3 | description: 4 | fields: 5 | account: 6 | label: 客户 7 | help: 8 | description: 9 | asset_currency: 10 | label: 资产币种 11 | help: 12 | description: 13 | asset_number: 14 | label: 序列号 15 | help: 16 | description: 17 | competitor_asset: 18 | label: 竞争对手资产 19 | help: 20 | description: 21 | contact: 22 | label: 联系人 23 | help: 24 | description: 25 | description: 26 | label: 描述 27 | help: 28 | description: 29 | installed_date: 30 | label: 安装日期 31 | help: 32 | description: 33 | name: 34 | label: 资产名称 35 | help: 36 | description: 37 | obsoleted_date: 38 | label: 使用结束日期 39 | help: 40 | description: 41 | price: 42 | label: 价格 43 | help: 44 | description: 45 | product: 46 | label: 产品 47 | help: 48 | description: 49 | purchased_date: 50 | label: 购买日期 51 | help: 52 | description: 53 | quantity: 54 | label: 数量 55 | help: 56 | description: 57 | status: 58 | label: 状态 59 | help: 60 | options: 61 | - label: 已购买 62 | value: Purchased 63 | - label: 已出货 64 | value: Shipped 65 | - label: 已安装 66 | value: Installed 67 | - label: 已注册 68 | value: Registered 69 | - label: 已废弃 70 | value: Obsolete 71 | description: 72 | listviews: 73 | all: 74 | label: 所有资产 75 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/quote_line_item.en/quote_line_item.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: quote_line_item 2 | label: 报价行条目 3 | description: 4 | fields: 5 | date: 6 | label: 日期 7 | help: 产品日期、有效日期或产品的其他日期。 8 | description: 9 | description: 10 | label: 行项目描述 11 | help: 12 | description: 13 | discount: 14 | label: 折扣 15 | help: 您应用到行项目的折扣。您可以使用百分比符号输入数字，也可以不使用百分比符号输入数字。您可以使用最多两个小数位。 16 | description: 17 | has_schedule: 18 | label: 计划 19 | help: 行项目是否在业务机会中使用计划。当业务机会产品被复制到报价中时，默认计划不会从业务机会中移转。 20 | description: 21 | line_number: 22 | label: 行项目编号 23 | help: 24 | description: 25 | list_price: 26 | label: 定价 27 | help: 28 | description: 29 | price_book_entry_id: 30 | label: 价格手册条目 31 | help: 32 | description: 33 | product_id: 34 | label: 产品 35 | help: 价格手册中所列的行项目产品的名称。 36 | description: 37 | quantity: 38 | label: 数量 39 | help: 报价中包含的该行项目产品的套数。值必须大于或等于 1。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 40 | description: 41 | quote_id: 42 | label: 报价名称 43 | help: 44 | description: 45 | subtotal: 46 | label: 小计 47 | help: 行项目的销售价格与数量相乘。 48 | description: 49 | total_price: 50 | label: 总价 51 | help: 行项目的销售价格和数量相乘再减去折扣。 52 | description: 53 | unit_price: 54 | label: 销售价格 55 | help: >- 56 | 您想使用的产品价格。最初，业务机会或报价产品的销售价格为价格手册中该产品的价目表价格，但您可在此进行更改。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 57 | description: 58 | listviews: 59 | all: 60 | label: 所有报价行条目 61 | recent: 62 | label: 最近查看 63 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/quote_line_item.zh-CN/quote_line_item.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: quote_line_item 2 | label: 报价行条目 3 | description: 4 | fields: 5 | date: 6 | label: 日期 7 | help: 产品日期、有效日期或产品的其他日期。 8 | description: 9 | description: 10 | label: 行项目描述 11 | help: 12 | description: 13 | discount: 14 | label: 折扣 15 | help: 您应用到行项目的折扣。您可以使用百分比符号输入数字，也可以不使用百分比符号输入数字。您可以使用最多两个小数位。 16 | description: 17 | has_schedule: 18 | label: 计划 19 | help: 行项目是否在业务机会中使用计划。当业务机会产品被复制到报价中时，默认计划不会从业务机会中移转。 20 | description: 21 | line_number: 22 | label: 行项目编号 23 | help: 24 | description: 25 | list_price: 26 | label: 定价 27 | help: 28 | description: 29 | price_book_entry_id: 30 | label: 价格手册条目 31 | help: 32 | description: 33 | product_id: 34 | label: 产品 35 | help: 价格手册中所列的行项目产品的名称。 36 | description: 37 | quantity: 38 | label: 数量 39 | help: 报价中包含的该行项目产品的套数。值必须大于或等于 1。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 40 | description: 41 | quote_id: 42 | label: 报价名称 43 | help: 44 | description: 45 | subtotal: 46 | label: 小计 47 | help: 行项目的销售价格与数量相乘。 48 | description: 49 | total_price: 50 | label: 总价 51 | help: 行项目的销售价格和数量相乘再减去折扣。 52 | description: 53 | unit_price: 54 | label: 销售价格 55 | help: >- 56 | 您想使用的产品价格。最初，业务机会或报价产品的销售价格为价格手册中该产品的价目表价格，但您可在此进行更改。如果报价与业务机会同步，该字段会从报价行项目更新到业务机会产品。 57 | description: 58 | listviews: 59 | all: 60 | label: 所有报价行条目 61 | recent: 62 | label: 最近查看 63 | -------------------------------------------------------------------------------- /steedos-app/main/default/objects/leads/fields/industry.field.yml: -------------------------------------------------------------------------------- 1 | name: industry 2 | filterable: true 3 | label: 行业 4 | options: 5 | - label: 农业 6 | value: Agriculture 7 | - label: 服饰 8 | value: Apparel 9 | - label: 银行 10 | value: Banking 11 | - label: 生物科技 12 | value: Biotechnology 13 | - label: 化工 14 | value: Chemicals 15 | - label: 软件 16 | value: Software 17 | - label: 通信 18 | value: Communications 19 | - label: 建筑 20 | value: Construction 21 | - label: 咨询 22 | value: Consulting 23 | - label: 教育 24 | value: Education 25 | - label: 电子 26 | value: Electronics 27 | - label: 能源 28 | value: Energy 29 | - label: 工程 30 | value: Engineering 31 | - label: 娱乐 32 | value: Entertainment 33 | - label: 环保 34 | value: Environmental 35 | - label: 金融 36 | value: Finance 37 | - label: 食品饮料 38 | value: Food_&_Beverage 39 | - label: 政府组织 40 | value: Government 41 | - label: 医疗保健 42 | value: Healthcare 43 | - label: 服务 44 | value: Hospitality 45 | - label: 保险 46 | value: Insurance 47 | - label: 机械 48 | value: Machinery 49 | - label: 制造 50 | value: Manufacturing 51 | - label: 媒体 52 | value: Media 53 | - label: 非牟利组织 54 | value: Not_For_Profit 55 | - label: 其他 56 | value: Other 57 | - label: 休闲 58 | value: Recreation 59 | - label: 零售 60 | value: Retail 61 | - label: 航运 62 | value: Shipping 63 | - label: 科技 64 | value: Technology 65 | - label: 电讯 66 | value: Telecommunications 67 | - label: 交通运输 68 | value: Transportation 69 | - label: 公用事业 70 | value: Utilities 71 | searchable: true 72 | sort_no: 180 73 | sortable: true 74 | type: select 75 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/order_line_item.en/order_line_item.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: order_line_item 2 | label: 订单产品 3 | description: 4 | fields: 5 | available_quantity: 6 | label: 可用数量 7 | help: 可用于减少的单位数量。当启用减单时，订单产品的可用数量将更新，以反映出相关减单产品的数量。值必须始终大于或等于 0。（只读） 8 | description: 9 | description: 10 | label: 行备注 11 | help: 12 | description: 13 | discount: 14 | label: 折扣（%） 15 | help: 16 | description: 17 | end_date: 18 | label: 结束日期 19 | help: 20 | description: 21 | has_schedule: 22 | label: 计划 23 | help: 24 | description: 25 | list_price: 26 | label: 价目表价格 27 | help: 父级订单上的价格手册设定的默认价格。（只读） 28 | description: 29 | order_id: 30 | label: 订单 31 | help: 本订单产品的父级订单。 32 | description: 33 | order_item_number: 34 | label: 订单产品编号 35 | help: 识别订单产品记录的自动生成的编号。（只读） 36 | description: 37 | original_order_item_id: 38 | label: 原始订单产品 39 | help: 要减少订单产品的编号。如果订单产品正减少另一个订单产品时必填。（只读） 40 | description: 41 | price_book_entry_id: 42 | label: 价格手册条目 43 | help: 44 | description: 45 | product_code: 46 | label: 产品代码 47 | help: 用于识别产品的内部代码或产品号。（只读） 48 | description: 49 | product_id: 50 | label: 产品 51 | help: 本订单产品记录使用的产品名称。（只读） 52 | description: 53 | quantity: 54 | label: 数量 55 | help: 产品的单位数量。 56 | description: 57 | quote_line_item_id: 58 | label: 报价行项目 59 | help: 与订单产品关联的报价行项目。报价行项目的报价必须与和订单产品的父级订单相关联的报价相匹配。 60 | description: 61 | service_date: 62 | label: 开始日期 63 | help: 订单产品的开始日期。 64 | description: 65 | subtotal: 66 | label: 小计 67 | help: 68 | description: 69 | total_price: 70 | label: 总价 71 | help: 订单产品数量乘以单价。 72 | description: 73 | unit_price: 74 | label: 单价 75 | help: 订单产品的单价。 76 | description: 77 | listviews: 78 | all: 79 | label: 所有订单产品 80 | recent: 81 | label: 最近查看 82 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/order_line_item.zh-CN/order_line_item.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: order_line_item 2 | label: 订单产品 3 | description: 4 | fields: 5 | available_quantity: 6 | label: 可用数量 7 | help: 可用于减少的单位数量。当启用减单时，订单产品的可用数量将更新，以反映出相关减单产品的数量。值必须始终大于或等于 0。（只读） 8 | description: 9 | description: 10 | label: 行备注 11 | help: 12 | description: 13 | discount: 14 | label: 折扣（%） 15 | help: 16 | description: 17 | end_date: 18 | label: 结束日期 19 | help: 20 | description: 21 | has_schedule: 22 | label: 计划 23 | help: 24 | description: 25 | list_price: 26 | label: 价目表价格 27 | help: 父级订单上的价格手册设定的默认价格。（只读） 28 | description: 29 | order_id: 30 | label: 订单 31 | help: 本订单产品的父级订单。 32 | description: 33 | order_item_number: 34 | label: 订单产品编号 35 | help: 识别订单产品记录的自动生成的编号。（只读） 36 | description: 37 | original_order_item_id: 38 | label: 原始订单产品 39 | help: 要减少订单产品的编号。如果订单产品正减少另一个订单产品时必填。（只读） 40 | description: 41 | price_book_entry_id: 42 | label: 价格手册条目 43 | help: 44 | description: 45 | product_code: 46 | label: 产品代码 47 | help: 用于识别产品的内部代码或产品号。（只读） 48 | description: 49 | product_id: 50 | label: 产品 51 | help: 本订单产品记录使用的产品名称。（只读） 52 | description: 53 | quantity: 54 | label: 数量 55 | help: 产品的单位数量。 56 | description: 57 | quote_line_item_id: 58 | label: 报价行项目 59 | help: 与订单产品关联的报价行项目。报价行项目的报价必须与和订单产品的父级订单相关联的报价相匹配。 60 | description: 61 | service_date: 62 | label: 开始日期 63 | help: 订单产品的开始日期。 64 | description: 65 | subtotal: 66 | label: 小计 67 | help: 68 | description: 69 | total_price: 70 | label: 总价 71 | help: 订单产品数量乘以单价。 72 | description: 73 | unit_price: 74 | label: 单价 75 | help: 订单产品的单价。 76 | description: 77 | listviews: 78 | all: 79 | label: 所有订单产品 80 | recent: 81 | label: 最近查看 82 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/account_contact_relationship.en/account_contact_relationship.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: account_contact_relationship 2 | label: 客户联系人关系 3 | description: 4 | fields: 5 | account_id: 6 | label: 客户 7 | help: 与联系人相关的公司的名称。 8 | description: 9 | contact_id: 10 | label: 联系人 11 | help: 与客户相关的人员的姓名。 12 | description: 13 | end_date: 14 | label: 结束日期 15 | help: 客户和联系人之间关系结束的日期。与开始日期字段一起使用，以保持关系历史记录。 16 | description: 17 | is_active: 18 | label: 启用 19 | help: 表示联系人是否积极参与该公司。 20 | description: 21 | is_direct: 22 | label: 直接 23 | help: >- 24 | 表示与联系人相关的客户是否为该联系人的主要客户。该只读字段基于联系人记录中的客户名。例如，在百度客户记录中，相关联系人的相关列表会自动包括在客户名字段中拥有百度的所有联系人，并将他们标记为直接联系人。 25 | description: 26 | number: 27 | label: 序号 28 | help: 29 | description: 30 | relationship_strength: 31 | label: 亲密程度 32 | help: 33 | options: 34 | - label: 好友关系 35 | value: Friends 36 | - label: 一般关系 37 | value: Normal 38 | - label: 初相识 39 | value: New 40 | description: 41 | role: 42 | label: 角色 43 | help: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 44 | options: 45 | - label: 普通人 46 | value: Ordinary 47 | - label: 决策人 48 | value: Policymaker 49 | - label: 分项决策人 50 | value: Itemize_Policymaker 51 | - label: 商务决策 52 | value: Business_Decision 53 | - label: 技术决策 54 | value: Tech_Decision 55 | - label: 财务决策 56 | value: Finance_Decision 57 | - label: 使用人 58 | value: Recipient 59 | - label: 意见影响人 60 | value: Opinions_People 61 | description: 62 | start_date: 63 | label: 开始日期 64 | help: 客户和联系人之间关系开始的日期。与结束日期字段一起使用，以保持关系历史记录。 65 | description: 66 | listviews: 67 | all: 68 | label: 所有客户联系人关系 69 | recent: 70 | label: 最近查看 71 | actions: 72 | addContact: 73 | label: 新建联系人 74 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/account_contact_relationship.zh-CN/account_contact_relationship.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: account_contact_relationship 2 | label: 客户联系人关系 3 | description: 4 | fields: 5 | account_id: 6 | label: 客户 7 | help: 与联系人相关的公司的名称。 8 | description: 9 | contact_id: 10 | label: 联系人 11 | help: 与客户相关的人员的姓名。 12 | description: 13 | end_date: 14 | label: 结束日期 15 | help: 客户和联系人之间关系结束的日期。与开始日期字段一起使用，以保持关系历史记录。 16 | description: 17 | is_active: 18 | label: 启用 19 | help: 表示联系人是否积极参与该公司。 20 | description: 21 | is_direct: 22 | label: 直接 23 | help: >- 24 | 表示与联系人相关的客户是否为该联系人的主要客户。该只读字段基于联系人记录中的客户名。例如，在百度客户记录中，相关联系人的相关列表会自动包括在客户名字段中拥有百度的所有联系人，并将他们标记为直接联系人。 25 | description: 26 | number: 27 | label: 序号 28 | help: 29 | description: 30 | relationship_strength: 31 | label: 亲密程度 32 | help: 33 | options: 34 | - label: 好友关系 35 | value: Friends 36 | - label: 一般关系 37 | value: Normal 38 | - label: 初相识 39 | value: New 40 | description: 41 | role: 42 | label: 角色 43 | help: 联系人在业务机会中的参与角色；例如：购买者、决策者或评估者。您可以为一个联系人选择多个角色。 44 | options: 45 | - label: 普通人 46 | value: Ordinary 47 | - label: 决策人 48 | value: Policymaker 49 | - label: 分项决策人 50 | value: Itemize_Policymaker 51 | - label: 商务决策 52 | value: Business_Decision 53 | - label: 技术决策 54 | value: Tech_Decision 55 | - label: 财务决策 56 | value: Finance_Decision 57 | - label: 使用人 58 | value: Recipient 59 | - label: 意见影响人 60 | value: Opinions_People 61 | description: 62 | start_date: 63 | label: 开始日期 64 | help: 客户和联系人之间关系开始的日期。与结束日期字段一起使用，以保持关系历史记录。 65 | description: 66 | listviews: 67 | all: 68 | label: 所有客户联系人关系 69 | recent: 70 | label: 最近查看 71 | actions: 72 | addContact: 73 | label: 新建联系人 74 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product.en/product.en.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | label: 产品 3 | description: 4 | fields: 5 | description: 6 | label: 产品描述 7 | help: 8 | description: 9 | display_url: 10 | label: 显示URL 11 | help: 12 | description: 13 | external_data_source: 14 | label: 外部数据源 15 | help: 16 | description: 17 | external_id: 18 | label: 外部ID 19 | help: 20 | description: 21 | family: 22 | label: 产品系列 23 | help: 24 | options: 25 | - label: 无 26 | value: none 27 | description: 28 | is_active: 29 | label: 已启用 30 | help: 指示产品已准备好在价目表、业务机会或报价中使用，以及您是否可以在视图中查看产品。 31 | description: 32 | name: 33 | label: 产品名称 34 | help: 35 | description: 36 | number_of_quantity_installments: 37 | label: 数量分期付款期数 38 | help: 39 | description: 40 | number_of_revenue_installments: 41 | label: 收入分期付款期数 42 | help: 43 | description: 44 | product_code: 45 | label: 产品代码 46 | help: 47 | description: 48 | product_currency: 49 | label: 产品货币 50 | help: 51 | description: 52 | quantity_installment_period: 53 | label: 数量分期付款周期 54 | help: 55 | description: 56 | quantity_schedule_type: 57 | label: 数量计划类型 58 | help: 59 | description: 60 | quantity_scheduling_enabled: 61 | label: 已启用数量计划 62 | help: 63 | description: 64 | quantity_unit_of_measure: 65 | label: 数量计量单位 66 | help: 67 | description: 68 | revenue_installment_period: 69 | label: 收入分期付款周期 70 | help: 71 | description: 72 | revenue_schedule_type: 73 | label: 收入计划类型 74 | help: 75 | description: 76 | revenue_scheduling_enabled: 77 | label: 已启用收入计划 78 | help: 79 | description: 80 | stock_keeping_unit: 81 | label: 产品最小存货单位 82 | help: 83 | description: 84 | listviews: 85 | all: 86 | label: 所有产品 87 | recent: 88 | label: 最近查看 89 | actions: 90 | addToPriceBook: 91 | label: 添加到价格手册 92 | -------------------------------------------------------------------------------- /steedos-app/main/default/objectTranslations/product.zh-CN/product.zh-CN.objectTranslation.yml: -------------------------------------------------------------------------------- 1 | name: product 2 | label: 产品 3 | description: 4 | fields: 5 | description: 6 | label: 产品描述 7 | help: 8 | description: 9 | display_url: 10 | label: 显示URL 11 | help: 12 | description: 13 | external_data_source: 14 | label: 外部数据源 15 | help: 16 | description: 17 | external_id: 18 | label: 外部ID 19 | help: 20 | description: 21 | family: 22 | label: 产品系列 23 | help: 24 | options: 25 | - label: 无 26 | value: none 27 | description: 28 | is_active: 29 | label: 已启用 30 | help: 指示产品已准备好在价目表、业务机会或报价中使用，以及您是否可以在视图中查看产品。 31 | description: 32 | name: 33 | label: 产品名称 34 | help: 35 | description: 36 | number_of_quantity_installments: 37 | label: 数量分期付款期数 38 | help: 39 | description: 40 | number_of_revenue_installments: 41 | label: 收入分期付款期数 42 | help: 43 | description: 44 | product_code: 45 | label: 产品代码 46 | help: 47 | description: 48 | product_currency: 49 | label: 产品货币 50 | help: 51 | description: 52 | quantity_installment_period: 53 | label: 数量分期付款周期 54 | help: 55 | description: 56 | quantity_schedule_type: 57 | label: 数量计划类型 58 | help: 59 | description: 60 | quantity_scheduling_enabled: 61 | label: 已启用数量计划 62 | help: 63 | description: 64 | quantity_unit_of_measure: 65 | label: 数量计量单位 66 | help: 67 | description: 68 | revenue_installment_period: 69 | label: 收入分期付款周期 70 | help: 71 | description: 72 | revenue_schedule_type: 73 | label: 收入计划类型 74 | help: 75 | description: 76 | revenue_scheduling_enabled: 77 | label: 已启用收入计划 78 | help: 79 | description: 80 | stock_keeping_unit: 81 | label: 产品最小存货单位 82 | help: 83 | description: 84 | listviews: 85 | all: 86 | label: 所有产品 87 | recent: 88 | label: 最近查看 89 | actions: 90 | addToPriceBook: 91 | label: 添加到价格手册 92 | --------------------------------------------------------------------------------