addons/gamification_sale_crm/sale_crm_goals.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data noupdate="1">
   4
   5         <!-- goal definitions -->
   6         <record model="gamification.goal.definition" id="definition_crm_tot_invoices">
   7             <field name="name">Total Invoiced</field>
   8             <field name="description"></field>
   9             <field name="computation_mode">sum</field>
  10             <field name="monetary">True</field>
  11             <field name="model_id" eval="ref('account.model_account_invoice_report')" />
  12             <field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
  13             <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
  14             <field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_invoice')]</field>
  15         </record>
  16
  17         <record model="gamification.goal.definition" id="definition_crm_nbr_new_leads">
  18             <field name="name">New Leads</field>
  19             <field name="description">Based on the creation date</field>
  20             <field name="computation_mode">count</field>
  21             <field name="suffix">leads</field>
  22             <field name="model_id" eval="ref('crm.model_crm_lead')" />
  23             <field name="field_date_id" eval="ref('crm.field_crm_lead_create_date')" />
  24             <!-- lead AND opportunity as don't want to be penalised for lead converted to opportunity -->
  25             <field name="domain">[('user_id','=',user.id), '|', ('type', '=', 'lead'), ('type', '=', 'opportunity')]</field>
  26         </record>
  27
  28         <record model="gamification.goal.definition" id="definition_crm_lead_delay_open">
  29             <field name="name">Time to Qualify a Lead</field>
  30             <field name="description">The average number of days to open the case (lower than)</field>
  31             <field name="computation_mode">sum</field>
  32             <field name="condition">lower</field>
  33             <field name="suffix">days</field>
  34             <field name="model_id" eval="ref('crm.model_crm_lead_report')" />
  35             <field name="field_id" eval="ref('crm.field_crm_lead_report_delay_close')" />
  36             <field name="field_date_id" eval="ref('crm.field_crm_lead_report_date_closed')" />
  37             <field name="domain">[('user_id','=',user.id),('type', '=', 'lead')]</field>
  38         </record>
  39
  40         <record model="gamification.goal.definition" id="definition_crm_lead_delay_close">
  41             <field name="name">Days to Close a Deal</field>
  42             <field name="description">The average number of days to close the case (lower than)</field>
  43             <field name="computation_mode">sum</field>
  44             <field name="condition">lower</field>
  45             <field name="suffix">days</field>
  46             <field name="model_id" eval="ref('crm.model_crm_lead_report')" />
  47             <field name="field_id" eval="ref('crm.field_crm_lead_report_delay_open')" />
  48             <field name="field_date_id" eval="ref('crm.field_crm_lead_report_opening_date')" />
  49             <field name="domain">[('user_id','=',user.id)]</field>
  50         </record>
  51
  52
  53         <record model="gamification.goal.definition" id="definition_crm_nbr_call">
  54             <field name="name">Logged Calls</field>
  55             <field name="description">Log a certain number of calls to reach this goal</field>
  56             <field name="computation_mode">count</field>
  57             <field name="suffix">calls</field>
  58             <field name="model_id" eval="ref('crm.model_crm_phonecall')" />
  59             <field name="field_date_id" eval="ref('crm.field_crm_phonecall_date')" />
  60             <field name="domain">[('user_id','=',user.id),('state','=','done')]</field>
  61         </record>
  62
  63         <record model="gamification.goal.definition" id="definition_crm_nbr_new_opportunities">
  64             <field name="name">New Opportunities</field>
  65             <field name="description">Based on the opening date</field>
  66             <field name="computation_mode">count</field>
  67             <field name="suffix">opportunities</field>
  68             <field name="model_id" eval="ref('crm.model_crm_lead')" />
  69             <field name="field_date_id" eval="ref('crm.field_crm_lead_date_open')" />
  70             <field name="domain">[('user_id','=',user.id),('type','=','opportunity')]</field>
  71         </record>
  72
  73         <record model="gamification.goal.definition" id="definition_crm_nbr_sale_order_created">
  74             <field name="name">New Sales Orders</field>
  75             <field name="description">Based on the creation date</field>
  76             <field name="computation_mode">count</field>
  77             <field name="suffix">orders</field>
  78             <field name="model_id" eval="ref('sale.model_sale_order')" />
  79             <field name="field_date_id" eval="ref('sale.field_sale_order_date_order')" />
  80             <field name="domain">[('user_id','=',user.id),('state','not in',('draft', 'sent', 'cancel'))]</field>
  81         </record>
  82
  83         <record model="gamification.goal.definition" id="definition_crm_nbr_paid_sale_order">
  84             <field name="name">Paid Sales Orders</field>
  85             <field name="description">Based on the invoice date</field>
  86             <field name="computation_mode">count</field>
  87             <field name="suffix">orders</field>
  88             <field name="model_id" eval="ref('account.model_account_invoice_report')" />
  89             <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
  90             <field name="domain">[('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')]</field>
  91         </record>
  92         <record model="gamification.goal.definition" id="definition_crm_tot_paid_sale_order">
  93             <field name="name">Total Paid Sales Orders</field>
  94             <field name="description">Based on the invoice date</field>
  95             <field name="computation_mode">count</field>
  96             <field name="monetary">True</field>
  97             <field name="model_id" eval="ref('account.model_account_invoice_report')" />
  98             <field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
  99             <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
 100             <field name="domain">[('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')]</field>
 101         </record>
 102
 103
 104         <record model="gamification.goal.definition" id="definition_crm_nbr_customer_refunds">
 105             <field name="name">Customer Refunds</field>
 106             <field name="description">Refund the least customers (lower than)</field>
 107             <field name="computation_mode">count</field>
 108             <field name="condition">lower</field>
 109             <field name="suffix">invoices</field>
 110             <field name="model_id" eval="ref('account.model_account_invoice_report')" />
 111             <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
 112             <field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')]</field>
 113         </record>
 114         <record model="gamification.goal.definition" id="definition_crm_tot_customer_refunds">
 115             <field name="name">Total Customer Refunds</field>
 116             <field name="description">The total refunded value is a negative value. Validated when higher (min refunded).</field>
 117             <field name="computation_mode">sum</field>
 118             <field name="condition">higher</field>
 119             <field name="monetary">True</field>
 120             <field name="model_id" eval="ref('account.model_account_invoice_report')" />
 121             <field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
 122             <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" />
 123             <field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')]</field>
 124         </record>
 125
 126
 127
 128         <!-- challenges -->
 129         <record model="gamification.challenge" id="challenge_crm_sale">
 130             <field name="name">Monthly Sales Targets</field>
 131             <field name="period">monthly</field>
 132             <field name="visibility_mode">ranking</field>
 133             <field name="user_domain" eval="[('groups_id', 'in', ref('base.group_sale_salesman'))]" />
 134             <field name="report_message_frequency">weekly</field>
 135         </record>
 136
 137         <record model="gamification.challenge" id="challenge_crm_marketing">
 138             <field name="name">Lead Acquisition</field>
 139             <field name="period">monthly</field>
 140             <field name="visibility_mode">ranking</field>
 141             <field name="user_domain" eval="[('groups_id', 'in', ref('base.group_sale_salesman'))]" />
 142             <field name="report_message_frequency">weekly</field>
 143         </record>
 144
 145          <!-- lines -->
 146         <record model="gamification.challenge.line" id="line_crm_sale1">
 147             <field name="definition_id" eval="ref('definition_crm_tot_invoices')" />
 148             <field name="target_goal">20000</field>
 149             <field name="challenge_id" eval="ref('challenge_crm_sale')" />
 150         </record>
 151
 152
 153         <record model="gamification.challenge.line" id="line_crm_marketing1">
 154             <field name="definition_id" eval="ref('definition_crm_nbr_new_leads')" />
 155             <field name="target_goal">7</field>
 156             <field name="challenge_id" eval="ref('challenge_crm_marketing')" />
 157             <field name="sequence">1</field>
 158         </record>
 159         <record model="gamification.challenge.line" id="line_crm_marketing2">
 160             <field name="definition_id" eval="ref('definition_crm_lead_delay_open')" />
 161             <field name="target_goal">15</field>
 162             <field name="challenge_id" eval="ref('challenge_crm_marketing')" />
 163             <field name="sequence">2</field>
 164         </record>
 165         <record model="gamification.challenge.line" id="line_crm_marketing3">
 166             <field name="definition_id" eval="ref('definition_crm_nbr_new_opportunities')" />
 167             <field name="target_goal">5</field>
 168             <field name="challenge_id" eval="ref('challenge_crm_marketing')" />
 169             <field name="sequence">3</field>
 170         </record>
 171
 172     </data>
 173 </openerp>