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