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Dec 12: [ADD] Initial Commit 'sales_target_vs_achievement'

pull/254/merge
Cybrosys Technologies 5 months ago
parent
commit
0c9c026127
  1. 49
      sales_target_vs_achievement/README.rst
  2. 22
      sales_target_vs_achievement/__init__.py
  3. 44
      sales_target_vs_achievement/__manifest__.py
  4. 7
      sales_target_vs_achievement/doc/RELEASE_NOTES.md
  5. 23
      sales_target_vs_achievement/models/__init__.py
  6. 43
      sales_target_vs_achievement/models/crm_team.py
  7. 139
      sales_target_vs_achievement/models/target_achieve.py
  8. 3
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  9. 21
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  60. 21
      sales_target_vs_achievement/views/crm_team_views.xml
  61. 148
      sales_target_vs_achievement/views/target_achieve_views.xml

49
sales_target_vs_achievement/README.rst

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.. image:: image:: https://img.shields.io/badge/license-LGPL--3-green.svg
:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
Sales Target VS Achievement
=======================
This module allow set Individual Salesperson Target and compute its achievement
and Sales Team target.
Configuration
=============
The user should be added either to the security group: Sales Target Admin(Sales Target and Achievement)
or Users(Sales Target and Achievement) inorder to get access to the new menus.
License
-------
Lesser General Public License, Version 3 (LGPL v3).
(https://www.gnu.org/licenses/lgpl-3.0-standalone.html)
Company
-------
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
Credits
-------
Developer: (V15) Mohammed Irfan T, Contact: odoo@cybrosys.com
Developer: (V16) Farha VC, Contact: odoo@cybrosys.com
Contacts
--------
* Mail Contact : odoo@cybrosys.com
* Website : https://cybrosys.com
Bug Tracker
-----------
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
Maintainer
==========
.. image:: https://cybrosys.com/images/logo.png
:target: https://cybrosys.com
This module is maintained by Cybrosys Technologies.
For support and more information, please visit `Our Website <https://cybrosys.com/>`__
Further information
===================
HTML Description: `<static/description/index.html>`__

22
sales_target_vs_achievement/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Mohammed Irfan T(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from . import models

44
sales_target_vs_achievement/__manifest__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Mohammed Irfan T(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
{
"name": "Sales Target VS Achievement",
"version": "15.0.1.0.0",
'category': 'Sales, CRM',
"summary": "Sales Target and Achievements based on Salesperson's "
"individual target",
"description": """Based on Salesperson's individual target, Sales Target
and Achievement calculation for Salesperson and CRM Sales Team""",
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': "https://www.cybrosys.com",
'depends': ['base', 'sale_management', 'crm', 'mail'],
'data': ['security/sales_target_vs_achievement_groups.xml',
'security/ir.model.access.csv',
'views/target_achieve_views.xml',
'views/crm_team_views.xml'],
'images': ['static/description/banner.png'],
'license': 'LGPL-3',
'installable': True,
'auto_install': False,
'application': False,
}

7
sales_target_vs_achievement/doc/RELEASE_NOTES.md

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## Module <sales_target_vs_achievement>
#### 04.11.2024
#### Version 15.0.1.0.0
#### ADD
- Initial commit for Sales Target VS Achievement

23
sales_target_vs_achievement/models/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Mohammed Irfan T(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from . import crm_team
from . import target_achieve

43
sales_target_vs_achievement/models/crm_team.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Mohammed Irfan T(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from odoo import api, fields, models
class CrmTeam(models.Model):
"""Inheriting CrmTeam class to set the Team Target and compute its value
based on the CRM Team member assigned"""
_inherit = 'crm.team'
team_target = fields.Float(string="Team Target",
help="Automatically calculated value for every "
"Sales Team based on the individual "
"targets of the Salespersons")
@api.model
def default_get(self, fields):
"""Calculate the team target's value called from the onchange of
sale_user_id or user_target fields in target form"""
self.team_target = 0.0
for record in self.env['target.achieve'].search([
('team_id', '=', self.id)]):
self.team_target = self.team_target + record.user_target
return super(CrmTeam, self).default_get(fields)

139
sales_target_vs_achievement/models/target_achieve.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Mohammed Irfan T(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
from odoo import api, fields, models
class TargetAchieve(models.Model):
"""Target Achieve class to set the target and compute its achievement
based on the span given for the CRM Team member and their Team"""
_name = 'target.achieve'
_inherit = ['mail.thread', 'mail.activity.mixin']
_description = 'Target Achieve'
name = fields.Char(string='Name',
help="Auto created name which is a combination"
" of Salesperson, timespan and team name.")
sale_user_id = fields.Many2one('crm.team.member',
string="Salesperson", required=True,
tracking=True,
help="Team member to whom the target is set")
user_target = fields.Float('Salesperson Target', required=True,
tracking=True,
help="Value for the personal target to reach.",
copy=False)
time_span = fields.Selection(
[('daily', 'Daily'),
('monthly', 'Monthly'),
('yearly', 'Yearly')], string='Time Span', default='monthly',
required=True, tracking=True,
help="The target can be set Daily/Monthly/Yearly with this field.")
team_id = fields.Many2one('crm.team',
related='sale_user_id.crm_team_id',
string="Sales Team",
help="Sales Team in which the user is a member.",
store=True)
team_target = fields.Float(string="Team Target",
compute='_compute_team_target',
help="Auto calculated value of Sales team.")
person_achieved_amt = fields.Float(string='Person Achieved Amount',
compute_sudo=True,
help="Auto calculated value taken from"
"sale orders for each Salesperson.",
compute='_compute_achieved_amt')
team_achieved_amt = fields.Float(string='Team Achieved Amount',
store=True,
compute_sudo=True,
help="Auto calculated value taken from"
"sale orders for each sales team.",
compute='_compute_achieved_amt')
currency_id = fields.Many2one('res.currency',
string='Currency',
default=lambda self:
self.env.company.currency_id,
help="Company currency field to show the"
" monetary field.")
_sql_constraints = [
('unique_combination', 'unique (name)',
"Similar Target for the same member already exists."),
('check_user_target',
'CHECK(user_target > 0.0)',
"The Salesperson Target cannot be zero.",),
]
@api.depends('sale_user_id', 'user_target')
def _compute_team_target(self):
"""For every change in Salesperson and Target set, the Sales Team
Target is re-calculated and made visible in Sales Team view"""
for rec in self:
for team in self.env['crm.team'].browse(rec.team_id.id):
team.default_get('team_id')
rec.team_target = rec.team_target + rec.user_target
def name_get(self):
"""Set the rec_name so that the similar kind of Target setting
can be avoided"""
result = []
for record in self:
record.name = record.sale_user_id.name + ':' + \
record.time_span + ':' + record.team_id.name
result.append((record.id, record.name))
return result
@api.depends('sale_user_id', 'time_span', 'team_id')
def _compute_achieved_amt(self):
"""Compute the Achieved sales amount for Member and Sales Team
separately based on the span selected"""
for rec in self:
rec.person_achieved_amt = rec.team_achieved_amt = 0.0
if rec.time_span == 'daily':
daily_so = self.env['sale.order'].search(
[('state', '=', 'sale')]).filtered(
lambda x: x.date_order.date() == fields.Date.today())
orders = daily_so
elif rec.time_span == 'monthly':
monthly_so = self.env['sale.order'].search(
[('state', '=', 'sale')]).filtered(
lambda x: x.date_order.date().month == fields.Date.today().
month).filtered(
lambda x: x.date_order.date(
).year == fields.Date.today().year)
orders = monthly_so
else:
yearly_so = self.env['sale.order'].search(
[('state', '=', 'sale')]).filtered(
lambda x: x.date_order.date(
).year == fields.Date.today().year)
orders = yearly_so
for order in orders:
if order.user_id.id == rec.sale_user_id.user_id.id:
rec.person_achieved_amt = \
rec.person_achieved_amt + order.amount_total
if order.team_id.id == rec.team_id.id:
rec.team_achieved_amt = \
rec.team_achieved_amt + order.amount_total
@api.ondelete(at_uninstall=False)
def delete_record(self):
""" Deletion of a record must reset the Sales Team target"""
for record in self:
record.team_id.update({
'team_target': record.team_id.team_target - record.user_target})

3
sales_target_vs_achievement/security/ir.model.access.csv

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
sales_target_vs_achievement_admin.access.target.achieve,access.target.achieve.admin,sales_target_vs_achievement.model_target_achieve,sales_target_vs_achievement.sales_target_vs_achievement_group_sales_target_admin,1,1,1,1
sales_target_vs_achievement_user.access.target.achieve,access.target.achieve.user,sales_target_vs_achievement.model_target_achieve,sales_target_vs_achievement.sales_target_vs_achievement_group_sales_target_user,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 sales_target_vs_achievement_admin.access.target.achieve access.target.achieve.admin sales_target_vs_achievement.model_target_achieve sales_target_vs_achievement.sales_target_vs_achievement_group_sales_target_admin 1 1 1 1
3 sales_target_vs_achievement_user.access.target.achieve access.target.achieve.user sales_target_vs_achievement.model_target_achieve sales_target_vs_achievement.sales_target_vs_achievement_group_sales_target_user 1 0 0 0

21
sales_target_vs_achievement/security/sales_target_vs_achievement_groups.xml

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Adding Module category for the roles-->
<record id="module_sales_target" model="ir.module.category">
<field name="name">Sales Target and Achievement</field>
<field name="description">User access rights</field>
<field name="sequence">20</field>
</record>
<!-- To add the user group Sales Target Admin with all access-->
<record id="sales_target_vs_achievement_group_sales_target_admin"
model="res.groups">
<field name="name">Sales Target Admin</field>
<field name="category_id" ref="module_sales_target"/>
</record>
<!-- To add the user group Users with limited access-->
<record id="sales_target_vs_achievement_group_sales_target_user"
model="res.groups">
<field name="name">Users</field>
<field name="category_id" ref="module_sales_target"/>
</record>
</odoo>

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sales_target_vs_achievement/static/description/index.html

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<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;">
<!-- TITLE BAR -->
<div class="d-flex align-items-center justify-content-between"
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;">
<img src="assets/misc/cybrosys-logo.png" width="42" height="42"
style="width: 42px; height: 42px;"/>
<div>
<div
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Community
</div>
<div
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
<div
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Odoo.sh
</div>
</div>
</div>
<!-- END OF TITLE BAR -->
<div class="container">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12">
<!-- APP HERO -->
<h1 style="color: #FFFFFF; font-weight: bolder; font-size: 50px; text-align: center; margin-top: 50px;">
SALES TARGET VS ACHIEVEMENT
</h1>
<p style="color:#FFFFFF; padding: 8px 15px;
text-align: center; font-size: 24px;">
Sales Target And Achievement Calculation For Salesperson And
CRM Sales
Team</p>
<!-- END OF APP HERO -->
<img src="assets/screenshots/hero.gif" class="img-responsive"
style="width: 100%; margin-left: auto; margin-right: auto;"/>
</div>
</div>
</div>
</div>
<!-- NAVIGATION SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px; margin-top: 300px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/compass.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Explore This
Module</h2>
</div>
<div class="row my-4" style="font-family: 'Montserrat', sans-serif;">
<div class="col-sm-12 col-md-6 my-3">
<a href="#overview">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Overview</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">Learn
more about this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#features">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Features</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
features of this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#screenshots">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Screenshots</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
screenshots for this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
</div>
<!-- END OF NAVIGATION SECTION -->
<!-- OVERVIEW SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="overview">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pie-chart.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Overview
</h2>
</div>
<div class="row"
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 py-4">
This module is customized to set sales team target according to the
needed time span and calculate the achievement of the sales against the
target. By considering the business terms and roles, Manager can set the
target for the individual Salesperson for the needed period of time
span.
There can be various kinds of needs where these target and achievement
can be analysed based on the business needs of a company. The required
functionality can be customized very easily with this module's
structure.
</div>
</div>
<!-- END OF OVERVIEW SECTION -->
<!-- FEATURES SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="features">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/features.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Features
</h2>
</div>
<div class="row"
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 col-md-6">
<div class="d-flex align-items-center"
style="margin-top: 40px; margin-bottom: 40px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Available in Odoo 15.0
Community, Enterprise and Odoo.sh.</span>
</div>
<div class="d-flex align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Sales Target setting for Salesperson</span>
</div>
<div class="d-flex align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Automated calculation of Team Target</span>
</div>
</div>
<div class="col-sm-12 col-md-6">
<div class="d-flex align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Based on Salesperson's individual target,
Sales Team Target and Achievement calculation</span>
</div>
<div class="d-flex align-items-center"
style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Customizable graphical report of
Target and Achievement</span>
</div>
</div>
</div>
<!-- END OF FEATURES SECTION -->
<!-- SCREENSHOTS SECTION -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"
id="screenshots">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pictures.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Screenshots
</h2>
</div>
<div class="row">
<div class="col-sm-12">
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Set the Access group needed for the User.
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
The Manager can be set to allow all operations by selecting the
'Sales Target Admin'.
</p>
<img src="assets/screenshots/1.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Menu to set the Sales Target
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
From CRM -> Sales Target -> User Target Achieved Details, we can
set the
Sales Target for individual Salesperson
</p>
<img src="assets/screenshots/2.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Target Details
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
We can choose the Salesperson from the 'Salesperson' field and as
a
result, their Team name will be automatically populated in the
'Sales
Team' field. Additionally, the users can specify the Target
Amount in
the 'Salesperson Target' and select a Time Span.</p>
<img src="assets/screenshots/3.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Computing the Achievement Value
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
We can get the Achieved Sales Amount for both the
Salesperson and the Sales Team separately.
</p>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
The Salesperson Achieved Amount can be viewed from the menu
<br/>Sales Target -> Target Vs Achievement User </p>
<img src="assets/screenshots/4.png"
class="img-thumbnail">
<br/>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
The Sales Team Achieved Amount can be viewed from the menu
<br/>
Sales Target -> Target Vs Achievement Team </p>
<img src="assets/screenshots/5.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Target for Sales Team
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
We can see the Team Target calculated automatically from
the individual Salesperson Target who are in the same Team.
</p>
<img src="assets/screenshots/6.png"
class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">
Target and Achievement Report based on the individual Target
details
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
Various kinds of reports can be viewed based on the Target
Amount of each Team and Salesperson</p>
<img src="assets/screenshots/7.png"
class="img-thumbnail">
</div>
<br/><br/>
</div>
</div>
<!-- END OF SCREENSHOTS SECTION -->
<!-- RELATED PRODUCTS -->
<div class="row">
<div class="col-lg-12 d-flex flex-column justify-content-center"
style="text-align: center; padding: 2.5rem 1rem !important;">
<h2 style="color: #212529 !important;">Suggested Products</h2>
<hr
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/>
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner">
<div class="carousel-item active" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/sale_discount_total/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/sale_discount_total.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/barcode_scanning_sale_purchase/#"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/barcode_scanning_sale_purchase.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/sale_report_advanced/#"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/sale_report_advanced.png">
</div>
</a>
</div>
</div>
<div class="carousel-item" style="min-height:0px">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/sale_product_image/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/sale_product_image.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/sale_customer_product_history/#"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/sale_customer_product_history.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/15.0/sale_order_line_multi_warehouse/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-top-left-radius:10px; border-top-right-radius:10px"
src="./assets/modules/sale_order_line_multi_warehouse.png">
</div>
</a>
</div>
</div>
</div>
<!-- Left and right controls -->
<a class="carousel-control-prev" href="#demo1" data-slide="prev"
style="left:-25px;width: 35px;color: #000;">
<span class="carousel-control-prev-icon"><i
class="fa fa-chevron-left"
style="font-size:24px"></i></span> </a>
<a class="carousel-control-next" href="#demo1" data-slide="next"
style="right:-25px;width: 35px;color: #000;">
<span class="carousel-control-next-icon"><i
class="fa fa-chevron-right"
style="font-size:24px"></i></span>
</a>
</div>
</div>
</div>
<!-- END OF RELATED PRODUCTS -->
<!-- OUR SERVICES -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/star.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Our Services
</h2>
</div>
<div class="container my-5">
<div class="row">
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
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</div>
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Odoo
Customization</h6>
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</div>
<h6 class="text-center"
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Implementation</h6>
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<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
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<img src="assets/icons/lifebuoy.png" class="img-responsive"
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<img src="assets/icons/user.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Hire
Odoo
Developer</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
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height="48px" width="48px">
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<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/update.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
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</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/consultation.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Consultancy</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/training.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/license.png" class="img-responsive"
height="48px" width="48px">
</div>
<h6 class="text-center"
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Licensing Consultancy</h6>
</div>
</div>
</div>
<!-- END OF OUR SERVICES -->
<!-- OUR INDUSTRIES -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/corporate.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Our
Industries
</h2>
</div>
<div class="container my-5">
<div class="row">
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/trading-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Trading
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easily procure
and
sell your products</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/pos-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
POS
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easy
configuration
and convivial experience</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/education-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Education
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
A platform for
educational management</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/manufacturing-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Manufacturing
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Plan, track and
schedule your operations</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/ecom-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
E-commerce &amp; Website
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Mobile
friendly,
awe-inspiring product pages</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/service-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Service Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Keep track of
services and invoice</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/restaurant-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Restaurant
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Run your bar or
restaurant methodically</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/hotel-black.png"
class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Hotel Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
An
all-inclusive
hotel management application</p>
</div>
</div>
</div>
</div>
<!-- END OF OUR INDUSTRIES -->
<!-- SUPPORT -->
<div class="d-flex align-items-center"
style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/customer-support.png"/>
</div>
<h2 class="mt-2"
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">
Support
</h2>
</div>
<div class="container mt-5">
<div class="row">
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4 d-flex justify-content-center align-items-center"
style="background-color: #714B67; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/support.png" height="48" width="48"
style="width: 42px; height: 42px;"/>
</div>
<div>
<h4>Need Help?</h4>
<p style="line-height: 100%;">Got questions or need help?
Get in touch.</p>
<a href="mailto:odoo@cybrosys.com">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">
odoo@cybrosys.com</p>
</a>
</div>
</div>
</div>
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4 d-flex justify-content-center align-items-center"
style="background-color: #2AC44D; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/whatsapp.png" height="52" width="52"
style="width: 52px; height: 52px;"/>
</div>
<div>
<h4>WhatsApp</h4>
<p style="line-height: 100%;">Say hi to us on WhatsApp!</p>
<a href="https://api.whatsapp.com/send?phone=918606827707">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">
+91 86068
27707</p>
</a>
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-sm-12 my-5 d-flex justify-content-center align-items-center">
<img src="assets/misc/logo.png" width="144" height="31"
style="width:144px; height: 31px; margin-top: 40px;"/>
</div>
</div>
</div>
<!-- END OF SUPPORT -->

21
sales_target_vs_achievement/views/crm_team_views.xml

@ -0,0 +1,21 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Show a new field Team target which is automatically computed
based on the corresponding team's individual Salesperson's target in the
Sales team form view-->
<record id="crm_team_view_form" model="ir.ui.view">
<field name="name">
crm.team.view.form.inherit.sales.target.vs.achievement
</field>
<field name="model">crm.team</field>
<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
<field name="arch" type="xml">
<xpath expr="//notebook" position="before">
<group>
<field name="team_target"/>
</group>
</xpath>
</field>
</record>
</odoo>

148
sales_target_vs_achievement/views/target_achieve_views.xml

@ -0,0 +1,148 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Tree view of Target and achieved details based on each individual-->
<record id="target_achieve_view_tree_user" model="ir.ui.view">
<field name="name">target.achieve.view.tree.user</field>
<field name="model">target.achieve</field>
<field name="arch" type="xml">
<tree string="User Target Achieved Details">
<field name="currency_id" invisible="1"/>
<field name="sale_user_id"/>
<field name="user_target" widget="monetary"/>
<field name="person_achieved_amt" widget="monetary"/>
<field name="time_span"/>
<field name="team_id"/>
<field name="team_achieved_amt" invisible="1"/>
</tree>
</field>
</record>
<!-- Tree view of Target and achieved details based on each Sales team-->
<record id="target_achieve_view_tree_team" model="ir.ui.view">
<field name="name">target.achieve.view.tree.team</field>
<field name="model">target.achieve</field>
<field name="arch" type="xml">
<tree string="Team Target Achieved Details">
<field name="currency_id" invisible="1"/>
<field name="sale_user_id"/>
<field name="user_target" widget="monetary"/>
<field name="person_achieved_amt" invisible="1"/>
<field name="team_achieved_amt" widget="monetary"/>
<field name="team_target" invisible="1" force_save="1"/>
<field name="time_span"/>
<field name="team_id"/>
</tree>
</field>
</record>
<!-- Form view to set Target and show achieved details based on each individual-->
<record id="target_achieve_view_form" model="ir.ui.view">
<field name="name">target.achieve.view.form</field>
<field name="model">target.achieve</field>
<field name="arch" type="xml">
<form>
<sheet>
<group>
<group>
<field name="currency_id" invisible="1"/>
<field name="sale_user_id"/>
<field name="user_target" widget="monetary"/>
<field name="time_span"/>
<field name="team_id"/>
</group>
<group>
<field name="person_achieved_amt" widget="monetary"/>
<field name="team_achieved_amt" widget="monetary"/>
<field name="team_target" invisible="1" force_save="1"/>
<field name="name" invisible="1"/>
</group>
</group>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids"/>
<field name="message_ids"/>
<field name="activity_ids"/>
</div>
</form>
</field>
</record>
<!-- Search view -->
<record id="target_achieve_view_search" model="ir.ui.view">
<field name="name">target.achieve.view.search</field>
<field name="model">target.achieve</field>
<field name="arch" type="xml">
<search string="Search">
<field name="sale_user_id"/>
<field name="time_span"/>
<field name="team_id"/>
<filter string="Team Target" name="team"
context="{'group_by':'team_id'}"/>
<filter string="Person Target" name="user"
context="{'group_by':'sale_user_id'}"/>
</search>
</field>
</record>
<!-- Graph view-->
<record id="target_achieve_view_graph" model="ir.ui.view">
<field name="name">target.achieve.view.graph</field>
<field name="model">target.achieve</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Target Achieved Details" type="bar">
<field name="team_id"/>
<field name="time_span" type="row" widget="radio"/>
<field name="team_achieved_amt" type="measure" force_save="1"/>
</graph>
</field>
</record>
<!-- Action for the User Target Achieved Details Menu-->
<record id="target_achieve_action_user" model="ir.actions.act_window">
<field name="name">User Target Achieved Details</field>
<field name="res_model">target.achieve</field>
<field name="context">{"search_default_user":1}</field>
<field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'tree', 'view_id': ref('target_achieve_view_tree_user')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('target_achieve_view_form')}),
]"/>
<field name="view_mode">tree</field>
</record>
<!-- Action for the Team Target Achieved Details Menu-->
<record id="target_achieve_action_team" model="ir.actions.act_window">
<field name="name">Team Target Achieved Details</field>
<field name="res_model">target.achieve</field>
<field name="context">{"search_default_team":1}</field>
<field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'tree', 'view_id': ref('target_achieve_view_tree_team')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('target_achieve_view_form')}),
]"/>
<field name="view_mode">tree</field>
</record>
<!-- Action for the Graph view to show-->
<record id="target_achieve_action_graph" model="ir.actions.act_window">
<field name="name">Target Achieve Graph</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">target.achieve</field>
<field name="view_mode">graph</field>
</record>
<!-- Menus in CRM module-->
<menuitem id="target_achieve_menu_sales_target"
name="Sales Target"
parent="crm.crm_menu_root"
sequence="6"/>
<menuitem id="target_achieve_menu_target_achieve_team"
name="Team Target Achieved Details"
parent="target_achieve_menu_sales_target"
action="target_achieve_action_team"
groups="base.group_user"
sequence="1"/>
<menuitem id="target_achieve_menu_target_achieve_user"
name="User Target Achieved Details"
parent="target_achieve_menu_sales_target"
action="target_achieve_action_user"
groups="base.group_user"
sequence="2"/>
<menuitem id="target_achieve_menu_target_achieve_analysis"
name="Target and Achievement Analysis"
parent="target_achieve_menu_sales_target"
action="target_achieve_action_graph"
groups="base.group_user"
sequence="3"/>
</odoo>
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