diff options
| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/gamification_sale_crm/data | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/gamification_sale_crm/data')
| -rw-r--r-- | addons/gamification_sale_crm/data/gamification_sale_crm_data.xml | 191 | ||||
| -rw-r--r-- | addons/gamification_sale_crm/data/gamification_sale_crm_demo.xml | 7 |
2 files changed, 198 insertions, 0 deletions
diff --git a/addons/gamification_sale_crm/data/gamification_sale_crm_data.xml b/addons/gamification_sale_crm/data/gamification_sale_crm_data.xml new file mode 100644 index 00000000..c3216ac7 --- /dev/null +++ b/addons/gamification_sale_crm/data/gamification_sale_crm_data.xml @@ -0,0 +1,191 @@ +<?xml version="1.0" encoding="UTF-8"?> +<odoo noupdate="1"> + + <!-- goal definitions --> + <record model="gamification.goal.definition" id="definition_crm_tot_invoices"> + <field name="name">Total Invoiced</field> + <field name="description"></field> + <field name="computation_mode">sum</field> + <field name="monetary">True</field> + <field name="model_id" ref="account.model_account_invoice_report"/> + <field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/> + <field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/> + <field name="domain">[('state','!=','cancel'),('move_type','=','out_invoice')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + <record model="gamification.goal.definition" id="definition_crm_nbr_new_leads"> + <field name="name">New Leads</field> + <field name="description">Based on the creation date</field> + <field name="computation_mode">count</field> + <field name="suffix">leads</field> + <field name="model_id" ref="crm.model_crm_lead"/> + <field name="field_date_id" search="[('model','=','crm.lead'),('name','=','create_date')]" /> + <!-- lead AND opportunity as don't want to be penalised for lead converted to opportunity --> + <field name="domain">['|', ('type', '=', 'lead'), ('type', '=', 'opportunity')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + <record model="gamification.goal.definition" id="definition_crm_lead_delay_open"> + <field name="name">Time to Qualify a Lead</field> + <field name="description">The average number of days to open the case (lower than)</field> + <field name="computation_mode">sum</field> + <field name="condition">lower</field> + <field name="suffix">days</field> + <field name="model_id" ref="crm.model_crm_lead"/> + <field name="field_id" ref="crm.field_crm_lead__day_close"/> + <field name="field_date_id" ref="crm.field_crm_lead__date_closed"/> + <field name="domain">[('type', '=', 'lead')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + <record model="gamification.goal.definition" id="definition_crm_lead_delay_close"> + <field name="name">Days to Close a Deal</field> + <field name="description">The average number of days to close the case (lower than)</field> + <field name="computation_mode">sum</field> + <field name="condition">lower</field> + <field name="suffix">days</field> + <field name="model_id" ref="crm.model_crm_lead"/> + <field name="field_id" ref="crm.field_crm_lead__day_open"/> + <field name="field_date_id" ref="crm.field_crm_lead__date_open"/> + <field name="domain">[]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + + <record model="gamification.goal.definition" id="definition_crm_nbr_new_opportunities"> + <field name="name">New Opportunities</field> + <field name="description">Based on the opening date</field> + <field name="computation_mode">count</field> + <field name="suffix">opportunities</field> + <field name="model_id" ref="crm.model_crm_lead"/> + <field name="field_date_id" ref="crm.field_crm_lead__date_open"/> + <field name="domain">[('type','=','opportunity')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + <record model="gamification.goal.definition" id="definition_crm_nbr_sale_order_created"> + <field name="name">New Sales Orders</field> + <field name="description">Based on the creation date</field> + <field name="computation_mode">count</field> + <field name="suffix">orders</field> + <field name="model_id" ref="sale.model_sale_order"/> + <field name="field_date_id" ref="sale.field_sale_order__date_order"/> + <field name="domain">[('state','not in',('draft', 'sent', 'cancel'))]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="sale.field_sale_order__user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + <record model="gamification.goal.definition" id="definition_crm_nbr_paid_sale_order"> + <field name="name">Paid Sales Orders</field> + <field name="description">Based on the invoice date</field> + <field name="computation_mode">count</field> + <field name="suffix">orders</field> + <field name="model_id" ref="account.model_account_invoice_report"/> + <field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/> + <field name="domain">[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + <record model="gamification.goal.definition" id="definition_crm_tot_paid_sale_order"> + <field name="name">Total Paid Sales Orders</field> + <field name="description">Based on the invoice date</field> + <field name="computation_mode">count</field> + <field name="monetary">True</field> + <field name="model_id" ref="account.model_account_invoice_report"/> + <field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/> + <field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/> + <field name="domain">[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + + <record model="gamification.goal.definition" id="definition_crm_nbr_customer_refunds"> + <field name="name">Customer Credit Notes</field> + <field name="description">Add credit note to the least customers (lower than)</field> + <field name="computation_mode">count</field> + <field name="condition">lower</field> + <field name="suffix">invoices</field> + <field name="model_id" ref="account.model_account_invoice_report"/> + <field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/> + <field name="domain">[('state','!=','cancel'),('move_type','=','out_refund')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + <record model="gamification.goal.definition" id="definition_crm_tot_customer_refunds"> + <field name="name">Total Customer Credit Notes</field> + <field name="description">The total credit note value is negative. Validated when higher (min credit note value).</field> + <field name="computation_mode">sum</field> + <field name="condition">higher</field> + <field name="monetary">True</field> + <field name="model_id" ref="account.model_account_invoice_report"/> + <field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/> + <field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/> + <field name="domain">[('state','!=','cancel'),('move_type','=','out_refund')]</field> + <field name="batch_mode">True</field> + <field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/> + <field name="batch_user_expression">user.id</field> + </record> + + + + <!-- challenges --> + <record model="gamification.challenge" id="challenge_crm_sale"> + <field name="name">Monthly Sales Targets</field> + <field name="period">monthly</field> + <field name="visibility_mode">ranking</field> + <field name="user_domain" eval="str([('groups_id', 'in', [ref('sales_team.group_sale_salesman')])])" /> + <field name="report_message_frequency">weekly</field> + </record> + + <record model="gamification.challenge" id="challenge_crm_marketing"> + <field name="name">Lead Acquisition</field> + <field name="period">monthly</field> + <field name="visibility_mode">ranking</field> + <field name="user_domain" eval="str([('groups_id', 'in', [ref('sales_team.group_sale_salesman')])])" /> + <field name="report_message_frequency">weekly</field> + </record> + + <!-- lines --> + <record model="gamification.challenge.line" id="line_crm_sale1"> + <field name="definition_id" ref="definition_crm_tot_invoices"/> + <field name="target_goal">20000</field> + <field name="challenge_id" ref="challenge_crm_sale"/> + </record> + + + <record model="gamification.challenge.line" id="line_crm_marketing1"> + <field name="definition_id" ref="definition_crm_nbr_new_leads"/> + <field name="target_goal">7</field> + <field name="challenge_id" ref="challenge_crm_marketing"/> + <field name="sequence">1</field> + </record> + <record model="gamification.challenge.line" id="line_crm_marketing2"> + <field name="definition_id" ref="definition_crm_lead_delay_open"/> + <field name="target_goal">15</field> + <field name="challenge_id" ref="challenge_crm_marketing"/> + <field name="sequence">2</field> + </record> + <record model="gamification.challenge.line" id="line_crm_marketing3"> + <field name="definition_id" ref="definition_crm_nbr_new_opportunities"/> + <field name="target_goal">5</field> + <field name="challenge_id" ref="challenge_crm_marketing"/> + <field name="sequence">3</field> + </record> + +</odoo> diff --git a/addons/gamification_sale_crm/data/gamification_sale_crm_demo.xml b/addons/gamification_sale_crm/data/gamification_sale_crm_demo.xml new file mode 100644 index 00000000..73147b06 --- /dev/null +++ b/addons/gamification_sale_crm/data/gamification_sale_crm_demo.xml @@ -0,0 +1,7 @@ +<?xml version="1.0" encoding="UTF-8"?> +<odoo> + <!-- challenges --> + <record model="gamification.challenge" id="challenge_crm_sale"> + <field name="state">inprogress</field> + </record> +</odoo> |
