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>
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>
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>
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>
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_closed')" />
60 <field name="domain">[('user_id','=',user.id),('state','=','done')]</field>
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>
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>
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>
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>
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>
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>
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="autojoin_group_id" eval="ref('base.group_sale_salesman')" />
134 <field name="report_message_frequency">weekly</field>
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="autojoin_group_id" eval="ref('base.group_sale_salesman')" />
142 <field name="report_message_frequency">weekly</field>
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')" />
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>
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>
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>