diff options
| author | Martin Trigaux <mat@openerp.com> | 2013-03-04 17:30:35 +0100 |
|---|---|---|
| committer | Martin Trigaux <mat@openerp.com> | 2013-03-04 17:30:35 +0100 |
| commit | a1fad1665a8a06a2ee95aba9c6dde8a5740cda8c (patch) | |
| tree | 9e54ae57f83a632838c560b9952b2b4aab0d5c7f | |
| parent | 102064ee0d7db94c6abd07ff3b3f44b3b732d8d2 (diff) | |
[ADD] demo data for gamification_sale_crm
bzr revid: mat@openerp.com-20130304163035-eb18sn25z9qm242o
| -rw-r--r-- | addons/gamification_sale_crm/__openerp__.py | 5 | ||||
| -rw-r--r-- | addons/gamification_sale_crm/sale_crm_goals.xml | 106 | ||||
| -rw-r--r-- | addons/gamification_sale_crm/sale_crm_goals_demo.xml | 63 |
3 files changed, 109 insertions, 65 deletions
diff --git a/addons/gamification_sale_crm/__openerp__.py b/addons/gamification_sale_crm/__openerp__.py index b8b9444d643..429292e0025 100644 --- a/addons/gamification_sale_crm/__openerp__.py +++ b/addons/gamification_sale_crm/__openerp__.py @@ -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, } diff --git a/addons/gamification_sale_crm/sale_crm_goals.xml b/addons/gamification_sale_crm/sale_crm_goals.xml index 3541b658791..2269de8f856 100644 --- a/addons/gamification_sale_crm/sale_crm_goals.xml +++ b/addons/gamification_sale_crm/sale_crm_goals.xml @@ -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> diff --git a/addons/gamification_sale_crm/sale_crm_goals_demo.xml b/addons/gamification_sale_crm/sale_crm_goals_demo.xml new file mode 100644 index 00000000000..d6382dac773 --- /dev/null +++ b/addons/gamification_sale_crm/sale_crm_goals_demo.xml @@ -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> |
