164 lines
9.5 KiB
XML
164 lines
9.5 KiB
XML
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<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<data 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" eval="ref('account.model_account_invoice_report')" />
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<field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
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<field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
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<field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_invoice')]</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" eval="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">[('user_id','=',user.id), '|', ('type', '=', 'lead'), ('type', '=', 'opportunity')]</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" eval="ref('crm.model_crm_opportunity_report')" />
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<field name="field_id" eval="ref('crm.field_crm_opportunity_report_delay_close')" />
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<field name="field_date_id" eval="ref('crm.field_crm_opportunity_report_date_closed')" />
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<field name="domain">[('user_id','=',user.id),('type', '=', 'lead')]</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" eval="ref('crm.model_crm_opportunity_report')" />
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<field name="field_id" eval="ref('crm.field_crm_opportunity_report_delay_open')" />
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<field name="field_date_id" eval="ref('crm.field_crm_opportunity_report_opening_date')" />
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<field name="domain">[('user_id','=',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" eval="ref('crm.model_crm_lead')" />
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<field name="field_date_id" eval="ref('crm.field_crm_lead_date_open')" />
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<field name="domain">[('user_id','=',user.id),('type','=','opportunity')]</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" eval="ref('sale.model_sale_order')" />
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<field name="field_date_id" eval="ref('sale.field_sale_order_date_order')" />
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<field name="domain">[('user_id','=',user.id),('state','not in',('draft', 'sent', 'cancel'))]</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" eval="ref('account.model_account_invoice_report')" />
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<field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
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<field name="domain">[('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')]</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" eval="ref('account.model_account_invoice_report')" />
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<field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
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<field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
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<field name="domain">[('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')]</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 Refunds</field>
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<field name="description">Refund 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" eval="ref('account.model_account_invoice_report')" />
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<field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
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<field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')]</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 Refunds</field>
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<field name="description">The total refunded value is a negative value. Validated when higher (min refunded).</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" eval="ref('account.model_account_invoice_report')" />
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<field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
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<field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
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<field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')]</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" eval="ref('definition_crm_tot_invoices')" />
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<field name="target_goal">20000</field>
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<field name="challenge_id" eval="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" eval="ref('definition_crm_nbr_new_leads')" />
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<field name="target_goal">7</field>
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<field name="challenge_id" eval="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" eval="ref('definition_crm_lead_delay_open')" />
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<field name="target_goal">15</field>
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<field name="challenge_id" eval="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" eval="ref('definition_crm_nbr_new_opportunities')" />
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<field name="target_goal">5</field>
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<field name="challenge_id" eval="ref('challenge_crm_marketing')" />
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<field name="sequence">3</field>
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</record>
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</data>
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</odoo>
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