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<?xml version="1.0" encoding="UTF-8"?> <openerp> <data> <record id="goal_average_payment_time" model="gamification.goal.definition"> <field name="name">Average payment time</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">avg</field> <field name="display_mode">progress</field> <field name="model_id" ref="sale.model_sale_order"/> <field name="field_id" ref="sale_mediation_custom.field_sale_order_invoice_deal_time"/> <field name="field_date_id" ref="sale.field_sale_order_date_order"/> <field name="condition">lower</field> <field name="domain">[('user_id','=', user.id),('state','in', ['done'])]</field> </record> <record id="goal_average_payment_time_all" model="gamification.goal.definition"> <field name="name">Average payment time [ALL]</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">avg</field> <field name="display_mode">progress</field> <field name="model_id" ref="sale.model_sale_order"/> <field name="field_id" ref="sale_mediation_custom.field_sale_order_invoice_deal_time"/> <field name="field_date_id" ref="sale.field_sale_order_date_order"/> <field name="condition">lower</field> <field name="domain">[('state','in', ['done'])]</field> </record> <record id="goal_average_deal_time" model="gamification.goal.definition"> <field name="name">Average deal time</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">avg</field> <field name="display_mode">progress</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> <field name="field_date_id" ref="crm.field_crm_lead_create_date"/> <field name="condition">lower</field> <field name="domain">[('user_id','=', user.id), ('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]</field> </record> <record id="goal_average_deal_time_all" model="gamification.goal.definition"> <field name="name">Average deal time [ALL]</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">avg</field> <field name="display_mode">progress</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> <field name="field_date_id" ref="crm.field_crm_lead_create_date"/> <field name="condition">lower</field> <field name="domain">[('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]</field> </record> <record id="goal_oldest_lead" model="gamification.goal.definition"> <field name="name">Oldest lead</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">max</field> <field name="display_mode">progress</field> <field name="condition">lower</field> <field name="domain">[('user_id','=', user.id), ('sales_funnel_type', '=', 'lead')]</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> </record> <record id="goal_oldest_lead_all" model="gamification.goal.definition"> <field name="name">Oldest lead [ALL]</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">max</field> <field name="display_mode">progress</field> <field name="condition">lower</field> <field name="domain">[('sales_funnel_type', '=', 'lead')]</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> </record> <record id="goal_oldest_opp" model="gamification.goal.definition"> <field name="name">Oldest Opportunity</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">max</field> <field name="display_mode">progress</field> <field name="condition">lower</field> <field name="domain">[('user_id','=', user.id), '|', ('sales_funnel_type', '=', 'quotation'),('sales_funnel_type', '=', 'negotiation')]</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> </record> <record id="goal_oldest_opp_all" model="gamification.goal.definition"> <field name="name">Oldest Opportunity [ALL]</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix">days</field> <field name="computation_mode">max</field> <field name="display_mode">progress</field> <field name="condition">lower</field> <field name="domain">['|', ('sales_funnel_type', '=', 'quotation'),('sales_funnel_type', '=', 'negotiation')]</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> </record>
<record id="goal_personal_comission" model="gamification.goal.definition"> <field name="name">Personal comission</field> <field name="description"></field> <field name="monetary" eval="True"/> <field name="computation_mode">python</field> <field name="display_mode">progress</field> <field name="condition">higher</field> <field name="domain">[('state','!=','cancel'),('user_id','=',user.id),('type','=','out_invoice')]</field><!-- duplicated at compute_code--> <field name="model_id" ref="account.model_account_invoice_report"/> <field name="field_id" ref="account.field_account_invoice_report_price_total"/> <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" /> <field name="compute_code"> personal_comission = object.user_id.employee_ids and object.user_id.employee_ids[0].personal_comission or 0.0 result = object.sum * personal_comission / 100.0 </field> </record>
<record id="goal_team_bonus" model="gamification.goal.definition"> <field name="name">Team bonus</field> <field name="description">Monthly team bonus</field> <field name="monetary" eval="True"/> <field name="computation_mode">python</field> <field name="display_mode">progress</field> <field name="condition">higher</field> <field name="domain">[('state','!=','cancel'),('section_id','=',user.default_section_id.id),('type','=','out_invoice')]</field><!-- duplicated at compute_code--> <field name="model_id" ref="account.model_account_invoice_report"/> <field name="field_id" ref="account.field_account_invoice_report_price_total"/> <field name="field_date_id" eval="ref('account.field_account_invoice_report_date')" /> <field name="compute_code"> <![CDATA[ minimum = object.user_id.default_section_id.invoiced_forecast maximum = object.user_id.default_section_id.invoiced_target current = object.sum salary = 1000 # TODO team_bonus = object.user_id.employee_ids and object.user_id.employee_ids[0].team_bonus or 0.0
if current < maximum: current = maximum if current < minimum or minimum == maximum: result = 0.0 else: result = salary * (team_bonus / (12 * 100)) * (current - minimum) / (maximum - minimum) result = int(result * 100) / 100.0 ]]> </field> </record>
<record model="res.groups" id="group_dashboard_accountant"> <field name="name">dashboard_accountant</field> <field name="category_id" ref="access_custom.module_category_custom"/> <field name="comment">Shows dashboard to accountant</field> </record> <record model="res.groups" id="group_dashboard_sales_management"> <field name="name">dashboard_sales_managment</field> <field name="category_id" ref="access_custom.module_category_custom"/> <field name="comment">Shows sales management dashboard</field> </record> <record model="res.groups" id="group_dashboard_management"> <field name="name">dashboard_managment</field> <field name="category_id" ref="access_custom.module_category_custom"/> <field name="comment">Shows management dashboard. It includes: sales management + accountant dashboard + EXTRA</field> <field name="implied_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management')),(4, ref('mail_wall_custom.group_dashboard_accountant'))]"/> </record>
<record model="res.groups" id="group_dashboard_sales_person"> <field name="name">dashboard_sales_person</field> <field name="category_id" ref="access_custom.module_category_custom"/> <field name="comment">Shows dashboard to salesperson</field> </record>
<record model="res.groups" id="group_dashboard_admin"> <field name="name">dashboard_admin</field> <field name="category_id" ref="access_custom.module_category_custom"/> <field name="comment">Shows admin dashboard</field> </record>
<record id="widget_outstanding_invoices" model="mail.wall.widgets.widget"> <field name="name">Outstanding sale orders</field> <field name="model_id" ref="sale.model_sale_order"/> <field name="domain">[('user_id', '=', user.id),('state', 'in', ['progress', 'manual'])]</field> <field name="value_field_id" ref="sale.field_sale_order_amount_total"/> <field name="value_field_monetary" eval="True"/> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_order}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="active" eval="True"/> </record>
<record id="widget_outstanding_invoices_all" model="mail.wall.widgets.widget"> <field name="name">Outstanding sale orders [ALL]</field> <field name="model_id" ref="sale.model_sale_order"/> <field name="domain">[('state', 'in', ['progress', 'manual'])]</field> <field name="value_field_id" ref="sale.field_sale_order_amount_total"/> <field name="value_field_monetary" eval="True"/> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_order}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="active" eval="True"/> </record>
<record id="widget_sent_invoices_all" model="mail.wall.widgets.widget"> <field name="name">Sent invoices [ALL]</field> <field name="model_id" ref="account.model_account_invoice"/> <field name="domain">[('type', 'in', ['out_invoice']),('state','in',['open'])]</field> <field name="value_field_id" ref="account.field_account_invoice_amount_total"/> <field name="value_field_monetary" eval="True"/> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="active" eval="True"/> </record>
<record id="widget_received_invoices_all" model="mail.wall.widgets.widget"> <field name="name">Received invoices [ALL]</field> <field name="model_id" ref="account.model_account_invoice"/> <field name="domain">[('type', 'in', ['in_invoice']),('state','in',['open'])]</field> <field name="value_field_id" ref="account.field_account_invoice_amount_total"/> <field name="value_field_monetary" eval="True"/> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date_invoice}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="active" eval="True"/> </record>
<record id="widget_calls" model="mail.wall.widgets.widget"> <field name="name">Calls</field> <field name="model_id" ref="crm.model_crm_phonecall"/> <field name="domain">[('user_id', '=', user.id),('state', 'not in', ['cancel'])]</field> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0),(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_admin'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="order">date DESC</field> <field name="active" eval="True"/> </record> <record id="widget_calls_all" model="mail.wall.widgets.widget"> <field name="name">Calls [ALL]</field> <field name="model_id" ref="crm.model_crm_phonecall"/> <field name="domain">[('user_id', '=', user.id),('state', 'not in', ['cancel'])]</field> <field name="content"><![CDATA[${record.name} - <b>${record.partner_id.name}</b>, ${record.date}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="order">date DESC</field> <field name="active" eval="True"/> </record>
<record id="widget_meetings" model="mail.wall.widgets.widget"> <field name="name">Meetings</field> <field name="model_id" ref="calendar.model_calendar_event"/> <field name="domain">[('partner_ids', 'in', [user.partner_id.id])]</field> <field name="content"><![CDATA[${record.name} - ${record.start_datetime}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0),(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0),(4, ref('mail_wall_custom.group_dashboard_admin'), 0),(4, ref('mail_wall_custom.group_dashboard_accountant'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="order">start_datetime DESC</field> <field name="active" eval="True"/> </record>
<record id="widget_meetings_all" model="mail.wall.widgets.widget"> <field name="name">Meetings [ALL]</field> <field name="model_id" ref="calendar.model_calendar_event"/> <field name="domain">[('partner_ids', 'in', [user.partner_id.id])]</field> <field name="content"><![CDATA[${record.name} - ${record.start_datetime}]]></field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_management'), 0)]"/> <field name="type">list</field> <field name="limit">10</field> <field name="order">start_datetime DESC</field> <field name="active" eval="True"/> </record>
<record id="widget_sales_funnel" model="mail.wall.widgets.widget"> <field name="name">Conversion Rate</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="domain">[('user_id','=', user.id), ('sales_funnel_type', 'in', ['won', 'lost'])]</field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0)]"/> <field name="type">funnel</field> <field name="value_field_id" ref="crm.field_crm_lead_planned_revenue"/> <field name="value_field_monetary" eval="True"/> <field name="stage_field_id" ref="sale_mediation_custom.field_crm_lead_stage_closed_id"/> <field name="won_domain">[('sales_funnel_type', 'in', ['won'])]</field> <field name="active" eval="True"/> </record> <record id="widget_sales_funnel_all" model="mail.wall.widgets.widget"> <field name="name">Conversion Rate [ALL]</field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="domain">[('sales_funnel_type', 'in', ['won', 'lost'])]</field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_management'), 0)]"/> <field name="type">funnel</field> <field name="value_field_id" ref="crm.field_crm_lead_planned_revenue"/> <field name="value_field_monetary" eval="True"/> <field name="stage_field_id" ref="sale_mediation_custom.field_crm_lead_stage_closed_id"/> <field name="won_domain">[('sales_funnel_type', 'in', ['won'])]</field> <field name="active" eval="True"/> </record>
<record id="widget_sales_contributed" model="mail.wall.widgets.widget"> <field name="name">Sales contributed</field> <field name="model_id" ref="sale.model_sale_order"/> <field name="domain">[('state', 'in', ['done'])]</field> <field name="won_domain">[('user_id','=', user.id), ('state', 'in', ['done'])]</field> <field name="group_ids" eval="[(4, ref('mail_wall_custom.group_dashboard_sales_person'), 0)]"/> <field name="type">slice</field> <field name="value_field_id" ref="sale.field_sale_order_amount_total"/> <field name="value_field_monetary" eval="True"/> <field name="active" eval="True"/> </record>
<!--
<record id="goal_average_deal_time" model="gamification.goal.definition"> <field name="name">Average deal time</field> <field name="description"></field> <field name="monetary" eval="False"/> <field name="suffix"></field> <field name="computation_mode"></field> <field name="display_mode">progress</field> <field name="condition">higher</field> <field name="domain"></field> <field name="model_id" ref="crm.model_crm_lead"/> <field name="field_id" ref="sale_mediation_custom.field_crm_lead_deal_time"/> </record> --> </data> </openerp>
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