192 lines
11 KiB
XML
192 lines
11 KiB
XML
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<?xml version="1.0" encoding="UTF-8"?>
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<odoo noupdate="1">
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<!-- goal definitions -->
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<record model="gamification.goal.definition" id="definition_crm_tot_invoices">
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<field name="name">Total Invoiced</field>
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<field name="description"></field>
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<field name="computation_mode">sum</field>
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<field name="monetary">True</field>
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<field name="model_id" ref="account.model_account_invoice_report"/>
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<field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/>
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<field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/>
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<field name="domain">[('state','!=','cancel'),('move_type','=','out_invoice')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_nbr_new_leads">
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<field name="name">New Leads</field>
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<field name="description">Based on the creation date</field>
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<field name="computation_mode">count</field>
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<field name="suffix">leads</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="field_date_id" search="[('model','=','crm.lead'),('name','=','create_date')]" />
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<!-- lead AND opportunity as don't want to be penalised for lead converted to opportunity -->
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<field name="domain">['|', ('type', '=', 'lead'), ('type', '=', 'opportunity')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_lead_delay_open">
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<field name="name">Time to Qualify a Lead</field>
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<field name="description">The average number of days to open the case (lower than)</field>
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<field name="computation_mode">sum</field>
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<field name="condition">lower</field>
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<field name="suffix">days</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="field_id" ref="crm.field_crm_lead__day_close"/>
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<field name="field_date_id" ref="crm.field_crm_lead__date_closed"/>
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<field name="domain">[('type', '=', 'lead')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_lead_delay_close">
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<field name="name">Days to Close a Deal</field>
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<field name="description">The average number of days to close the case (lower than)</field>
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<field name="computation_mode">sum</field>
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<field name="condition">lower</field>
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<field name="suffix">days</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="field_id" ref="crm.field_crm_lead__day_open"/>
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<field name="field_date_id" ref="crm.field_crm_lead__date_open"/>
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<field name="domain">[]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_nbr_new_opportunities">
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<field name="name">New Opportunities</field>
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<field name="description">Based on the opening date</field>
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<field name="computation_mode">count</field>
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<field name="suffix">opportunities</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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<field name="field_date_id" ref="crm.field_crm_lead__date_open"/>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="crm.field_crm_lead__user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_nbr_sale_order_created">
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<field name="name">New Sales Orders</field>
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<field name="description">Based on the creation date</field>
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<field name="computation_mode">count</field>
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<field name="suffix">orders</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="field_date_id" ref="sale.field_sale_order__date_order"/>
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<field name="domain">[('state','not in',('draft', 'sent', 'cancel'))]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="sale.field_sale_order__user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_nbr_paid_sale_order">
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<field name="name">Paid Sales Orders</field>
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<field name="description">Based on the invoice date</field>
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<field name="computation_mode">count</field>
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<field name="suffix">orders</field>
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<field name="model_id" ref="account.model_account_invoice_report"/>
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<field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/>
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<field name="domain">[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_tot_paid_sale_order">
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<field name="name">Total Paid Sales Orders</field>
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<field name="description">Based on the invoice date</field>
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<field name="computation_mode">count</field>
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<field name="monetary">True</field>
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<field name="model_id" ref="account.model_account_invoice_report"/>
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<field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/>
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<field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/>
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<field name="domain">[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_nbr_customer_refunds">
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<field name="name">Customer Credit Notes</field>
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<field name="description">Add credit note to the least customers (lower than)</field>
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<field name="computation_mode">count</field>
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<field name="condition">lower</field>
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<field name="suffix">invoices</field>
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<field name="model_id" ref="account.model_account_invoice_report"/>
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<field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/>
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<field name="domain">[('state','!=','cancel'),('move_type','=','out_refund')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<record model="gamification.goal.definition" id="definition_crm_tot_customer_refunds">
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<field name="name">Total Customer Credit Notes</field>
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<field name="description">The total credit note value is negative. Validated when higher (min credit note value).</field>
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<field name="computation_mode">sum</field>
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<field name="condition">higher</field>
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<field name="monetary">True</field>
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<field name="model_id" ref="account.model_account_invoice_report"/>
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<field name="field_id" ref="account.field_account_invoice_report__price_subtotal"/>
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<field name="field_date_id" ref="account.field_account_invoice_report__invoice_date"/>
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<field name="domain">[('state','!=','cancel'),('move_type','=','out_refund')]</field>
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<field name="batch_mode">True</field>
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<field name="batch_distinctive_field" ref="account.field_account_invoice_report__invoice_user_id"/>
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<field name="batch_user_expression">user.id</field>
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</record>
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<!-- challenges -->
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<record model="gamification.challenge" id="challenge_crm_sale">
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<field name="name">Monthly Sales Targets</field>
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<field name="period">monthly</field>
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<field name="visibility_mode">ranking</field>
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<field name="user_domain" eval="str([('groups_id', 'in', [ref('sales_team.group_sale_salesman')])])" />
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<field name="report_message_frequency">weekly</field>
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</record>
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<record model="gamification.challenge" id="challenge_crm_marketing">
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<field name="name">Lead Acquisition</field>
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<field name="period">monthly</field>
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<field name="visibility_mode">ranking</field>
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<field name="user_domain" eval="str([('groups_id', 'in', [ref('sales_team.group_sale_salesman')])])" />
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<field name="report_message_frequency">weekly</field>
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</record>
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<!-- lines -->
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<record model="gamification.challenge.line" id="line_crm_sale1">
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<field name="definition_id" ref="definition_crm_tot_invoices"/>
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<field name="target_goal">20000</field>
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<field name="challenge_id" ref="challenge_crm_sale"/>
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</record>
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<record model="gamification.challenge.line" id="line_crm_marketing1">
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<field name="definition_id" ref="definition_crm_nbr_new_leads"/>
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<field name="target_goal">7</field>
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<field name="challenge_id" ref="challenge_crm_marketing"/>
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<field name="sequence">1</field>
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</record>
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<record model="gamification.challenge.line" id="line_crm_marketing2">
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<field name="definition_id" ref="definition_crm_lead_delay_open"/>
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<field name="target_goal">15</field>
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<field name="challenge_id" ref="challenge_crm_marketing"/>
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<field name="sequence">2</field>
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</record>
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<record model="gamification.challenge.line" id="line_crm_marketing3">
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<field name="definition_id" ref="definition_crm_nbr_new_opportunities"/>
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<field name="target_goal">5</field>
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<field name="challenge_id" ref="challenge_crm_marketing"/>
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<field name="sequence">3</field>
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</record>
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</odoo>
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