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[ADD] demo data for gamification_sale_crm 

bzr revid: mat@openerp.com-20130304163035-eb18sn25z9qm242o
This commit is contained in:
Martin Trigaux 2013-03-04 17:30:35 +01:00
parent 102064ee0d
commit a1fad1665a
3 changed files with 109 additions and 65 deletions
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5
addons/gamification_sale_crm/__openerp__.py
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@ -26,8 +26,7 @@
'depends': ['gamification','sale_crm'],
'description': """Example of goal types and plans that can be used related to the usage of the CRM Sale module.""",
'data': [
'sale_crm_goals.xml',
],
'data': ['sale_crm_goals.xml'],
'demo': ['sale_crm_goals_demo.xml'],
'auto_install': True,
}

106
addons/gamification_sale_crm/sale_crm_goals.xml
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@ -2,32 +2,14 @@
<openerp>
<data>
<!--
plan sale
invocie of the month
delais de fermeture
commandes crees ce mois
factures payees
note de credit
plan marketing
delais d'ouverture
# new leads
# new opportunities
invoice of the month
-->
<!-- goal types -->
<record model="gamification.goal.type" id="type_crm_tot_invoices">
<field name="name">Total Invoiced</field>
<field name="description"></field>
<field name="computation_mode">sum</field>
<field name="model_id" eval="str(ref('account.model_account_invoice_report'))" />
<field name="field_id" eval="str(ref('account.field_account_invoice_report_price_total'))" />
<field name="field_date_id" eval="str(ref('account.field_account_invoice_report_day'))" />
<field name="model_id" eval="ref('account.model_account_invoice_report')" />
<field name="field_id" eval="ref('account.field_account_invoice_report_price_total')" />
<field name="field_date_id" eval="ref('account.field_account_invoice_report_day')" />
<field name="domain">[('state','!=','cancel'),('user_id','=',user_id)]</field>
</record>
@ -36,9 +18,9 @@
<field name="description">The average number of days to open the case (less than)</field>
<field name="computation_mode">sum</field>
<field name="condition">minus</field>
<field name="model_id" eval="str(ref('crm.model_crm_lead_report'))" />
<field name="field_id" eval="str(ref('crm.field_crm_lead_report_delay_close'))" />
<field name="field_date_id" eval="str(ref('crm.field_crm_lead_report_date_closed'))" />
<field name="model_id" eval="ref('crm.model_crm_lead_report')" />
<field name="field_id" eval="ref('crm.field_crm_lead_report_delay_close')" />
<field name="field_date_id" eval="ref('crm.field_crm_lead_report_date_closed')" />
<field name="domain">[('user_id','=',user_id)]</field>
</record>
@ -47,9 +29,9 @@
<field name="description">The average number of days to close the case (less than)</field>
<field name="computation_mode">sum</field>
<field name="condition">minus</field>
<field name="model_id" eval="str(ref('crm.model_crm_lead_report'))" />
<field name="field_id" eval="str(ref('crm.field_crm_lead_report_delay_open'))" />
<field name="field_date_id" eval="str(ref('crm.field_crm_lead_report_opening_date'))" />
<field name="model_id" eval="ref('crm.model_crm_lead_report')" />
<field name="field_id" eval="ref('crm.field_crm_lead_report_delay_open')" />
<field name="field_date_id" eval="ref('crm.field_crm_lead_report_opening_date')" />
<field name="domain">[('user_id','=',user_id)]</field>
</record>
@ -58,8 +40,8 @@
<field name="name"># Logged Calls</field>
<field name="description">Log a certain number of calls to reach this goal</field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('crm.model_crm_phonecall'))" />
<field name="field_date_id" eval="str(ref('crm.field_crm_phonecall_date_closed'))" />
<field name="model_id" eval="ref('crm.model_crm_phonecall')" />
<field name="field_date_id" eval="ref('crm.field_crm_phonecall_date_closed')" />
<field name="domain">[('user_id','=',user_id),('type','='),('state','=','done')]</field>
</record>
@ -67,8 +49,8 @@
<field name="name"># New Leads</field>
<field name="description">Based on the creation date</field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('crm.model_crm_lead'))" />
<field name="field_date_id" eval="str(ref('crm.field_crm_lead_create_date'))" />
<field name="model_id" eval="ref('crm.model_crm_lead')" />
<field name="field_date_id" eval="ref('crm.field_crm_lead_create_date')" />
<field name="domain">[('user_id','=',user_id)]</field>
</record>
@ -76,8 +58,8 @@
<field name="name"># New Opportunities</field>
<field name="description">Based on the opening date</field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('crm.model_crm_lead'))" />
<field name="field_date_id" eval="str(ref('crm.field_crm_lead_date_open'))" />
<field name="model_id" eval="ref('crm.model_crm_lead')" />
<field name="field_date_id" eval="ref('crm.field_crm_lead_date_open')" />
<field name="domain">[('user_id','=',user_id),('type','=','opportunity')]</field>
</record>
@ -85,8 +67,8 @@
<field name="name"># New Sales Orders</field>
<field name="description">Based on the creation date</field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('sale.model_sale_order'))" />
<field name="field_date_id" eval="str(ref('sale.field_sale_order_date_order'))" />
<field name="model_id" eval="ref('sale.model_sale_order')" />
<field name="field_date_id" eval="ref('sale.field_sale_order_date_order')" />
<field name="domain">[('user_id','=',user_id),('state','not in',('draft', 'sent', 'cancel'))]</field>
</record>
@ -95,8 +77,8 @@
<field name="name"># Paid Sales Orders</field>
<field name="description">Based on the confirmation date</field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('sale.model_sale_order'))" />
<field name="field_date_id" eval="str(ref('sale.field_sale_order_date_confirm'))" />
<field name="model_id" eval="ref('sale.model_sale_order')" />
<field name="field_date_id" eval="ref('sale.field_sale_order_date_confirm')" />
<field name="domain">[('user_id','=',user_id),('paid','=',True)]</field>
</record>
@ -104,10 +86,10 @@
<field name="name">Total Paid Sales Orders</field>
<field name="description">Based on the confirmation date</field>
<field name="computation_mode">sum</field>
<field name="model_id" eval="str(ref('sale.model_sale_order'))" />
<field name="field_id" eval="str(ref('sale.field_sale_order_amount_total'))" />
<field name="field_date_id" eval="str(ref('sale.field_sale_order_date_confirm'))" />
<field name="domain">[('user_id','=',user_id),('paid','=',True)]</field>
<field name="model_id" eval="ref('sale.model_sale_order')" />
<field name="field_id" eval="ref('sale.field_sale_order_amount_total')" />
<field name="field_date_id" eval="ref('sale.field_sale_order_date_confirm')" />
<field name="domain">[('user_id','=',user_id),('invoiced','=',True)]</field>
</record>
@ -115,8 +97,8 @@
<field name="name"># Customer Refunds</field>
<field name="description"></field>
<field name="computation_mode">count</field>
<field name="model_id" eval="str(ref('account.model_account_invoice'))" />
<field name="field_date_id" eval="str(ref('account.field_account_invoice_date_invoice'))" />
<field name="model_id" eval="ref('account.model_account_invoice')" />
<field name="field_date_id" eval="ref('account.field_account_invoice_date_invoice')" />
<field name="domain">[('state','!=','cancel'),('user_id','=',user_id),('type','=','out_refund')]</field>
</record>
@ -124,9 +106,9 @@
<field name="name">Total Customer Refunds</field>
<field name="description"></field>
<field name="computation_mode">sum</field>
<field name="model_id" eval="str(ref('account.model_account_invoice'))" />
<field name="field_id" eval="str(ref('account.field_account_invoice_amount_total'))" />
<field name="field_date_id" eval="str(ref('account.field_account_invoice_date_invoice'))" />
<field name="model_id" eval="ref('account.model_account_invoice')" />
<field name="field_id" eval="ref('account.field_account_invoice_amount_total')" />
<field name="field_date_id" eval="ref('account.field_account_invoice_date_invoice')" />
<field name="domain">[('state','!=','cancel'),('user_id','=',user_id),('type','=','out_refund')]</field>
</record>
@ -135,38 +117,38 @@
<!-- planlines -->
<record model="gamification.goal.planline" id="planline_crm_sale1">
<field name="type_id" eval="str(ref('type_crm_tot_invoices'))" />
<field name="type_id" eval="ref('type_crm_tot_invoices')" />
<field name="target_goal">20000</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_sale2">
<field name="type_id" eval="str(ref('type_crm_lead_delay_close'))" />
<field name="type_id" eval="ref('type_crm_lead_delay_close')" />
<field name="target_goal">20</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_sale3">
<field name="type_id" eval="str(ref('type_crm_nbr_sale_order_created'))" />
<field name="type_id" eval="ref('type_crm_nbr_sale_order_created')" />
<field name="target_goal">5</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_sale4">
<field name="type_id" eval="str(ref('type_crm_nbr_paid_sale_order'))" />
<field name="type_id" eval="ref('type_crm_nbr_paid_sale_order')" />
<field name="target_goal">5</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_sale5">
<field name="type_id" eval="str(ref('type_crm_nbr_customer_refunds'))" />
<field name="type_id" eval="ref('type_crm_nbr_customer_refunds')" />
<field name="target_goal">4</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing1">
<field name="type_id" eval="str(ref('type_crm_lead_delay_open'))" />
<field name="type_id" eval="ref('type_crm_lead_delay_open')" />
<field name="target_goal">15</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing2">
<field name="type_id" eval="str(ref('type_crm_nbr_new_leads'))" />
<field name="type_id" eval="ref('type_crm_nbr_new_leads')" />
<field name="target_goal">7</field>
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing3">
<field name="type_id" eval="str(ref('type_crm_nbr_new_opportunities'))" />
<field name="type_id" eval="ref('type_crm_nbr_new_opportunities')" />
<field name="target_goal">5</field>
</record>
@ -196,29 +178,29 @@
<!-- link planline -> plan -->
<record model="gamification.goal.planline" id="planline_crm_sale1">
<field name="plan_id" eval="str(ref('plan_crm_sale'))" />
<field name="plan_id" eval="ref('plan_crm_sale')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_sale2">
<field name="plan_id" eval="str(ref('plan_crm_sale'))" />
<field name="plan_id" eval="ref('plan_crm_sale')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_sale3">
<field name="plan_id" eval="str(ref('plan_crm_sale'))" />
<field name="plan_id" eval="ref('plan_crm_sale')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_sale4">
<field name="plan_id" eval="str(ref('plan_crm_sale'))" />
<field name="plan_id" eval="ref('plan_crm_sale')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_sale5">
<field name="plan_id" eval="str(ref('plan_crm_sale'))" />
<field name="plan_id" eval="ref('plan_crm_sale')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing1">
<field name="plan_id" eval="str(ref('plan_crm_marketing'))" />
<field name="plan_id" eval="ref('plan_crm_marketing')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing2">
<field name="plan_id" eval="str(ref('plan_crm_marketing'))" />
<field name="plan_id" eval="ref('plan_crm_marketing')" />
</record>
<record model="gamification.goal.planline" id="planline_crm_marketing3">
<field name="plan_id" eval="str(ref('plan_crm_marketing'))" />
<field name="plan_id" eval="ref('plan_crm_marketing')" />
</record>
</data>
</openerp>

63
addons/gamification_sale_crm/sale_crm_goals_demo.xml Normal file
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@ -0,0 +1,63 @@
<?xml version="1.0"?>
<openerp>
<data>
<!-- plans -->
<record model="gamification.goal.plan" id="plan_crm_sale">
<field name="user_ids" eval="[(4,ref('base.user_demo'))]" />
<field name="state">inprogress</field>
</record>
<!-- goals -->
<record model="gamification.goal" id="goal_crm_sale1">
<field name="type_id" eval="ref('type_crm_tot_invoices')" />
<field name="user_id" eval="ref('base.user_demo')" />
<field name="planline_id" eval="ref('planline_crm_sale1')" />
<field name="start_date" eval="time.strftime('2013-03-01')" />
<field name="end_date" eval="time.strftime('2013-03-31')" />
<field name="target_goal">2000</field>
<field name="state">inprogress</field>
</record>
<record model="gamification.goal" id="goal_crm_sale2">
<field name="type_id" eval="ref('type_crm_lead_delay_close')" />
<field name="user_id" eval="ref('base.user_demo')" />
<field name="planline_id" eval="ref('planline_crm_sale2')" />
<field name="start_date" eval="time.strftime('2013-03-01')" />
<field name="end_date" eval="time.strftime('2013-03-31')" />
<field name="target_goal">20</field>
<field name="state">inprogress</field>
</record>
<record model="gamification.goal" id="goal_crm_sale3">
<field name="type_id" eval="ref('type_crm_nbr_sale_order_created')" />
<field name="user_id" eval="ref('base.user_demo')" />
<field name="planline_id" eval="ref('planline_crm_sale3')" />
<field name="start_date" eval="time.strftime('2013-03-01')" />
<field name="end_date" eval="time.strftime('2013-03-31')" />
<field name="target_goal">5</field>
<field name="state">inprogress</field>
</record>
<record model="gamification.goal" id="goal_crm_sale4">
<field name="type_id" eval="ref('type_crm_nbr_paid_sale_order')" />
<field name="user_id" eval="ref('base.user_demo')" />
<field name="planline_id" eval="ref('planline_crm_sale4')" />
<field name="start_date" eval="time.strftime('2013-03-01')" />
<field name="end_date" eval="time.strftime('2013-03-31')" />
<field name="target_goal">5</field>
<field name="state">inprogress</field>
</record>
<record model="gamification.goal" id="goal_crm_sale5">
<field name="type_id" eval="ref('type_crm_nbr_customer_refunds')" />
<field name="user_id" eval="ref('base.user_demo')" />
<field name="planline_id" eval="ref('planline_crm_sale5')" />
<field name="start_date" eval="time.strftime('2013-03-01')" />
<field name="end_date" eval="time.strftime('2013-03-31')" />
<field name="target_goal">4</field>
<field name="state">inprogress</field>
</record>
</data>
</openerp>