From 3751379f1e9a4c215fb6eb898b4ccc67659b9ace Mon Sep 17 00:00:00 2001
From: stephanchrst <stephanchrst@gmail.com>
Date: Tue, 10 May 2022 21:51:50 +0700
Subject: initial commit 2

---
 .../data/gamification_sale_crm_data.xml            | 191 +++++++++++++++++++++
 1 file changed, 191 insertions(+)
 create mode 100644 addons/gamification_sale_crm/data/gamification_sale_crm_data.xml

(limited to 'addons/gamification_sale_crm/data/gamification_sale_crm_data.xml')

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>
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