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Sep 25: [ADD] Initial commit 'sales_target_vs_achievement'

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Cybrosys Technologies 7 months ago
parent
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  2. 22
      sales_target_vs_achievement/__init__.py
  3. 44
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  4. 7
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  5. 23
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  6. 43
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  7. 129
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50
sales_target_vs_achievement/README.rst

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.. 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: (V17) Adarsh K,
(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: Cybrosys Techno Solutions(<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: Cybrosys Techno Solutions(<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": "17.0.1.0.0",
'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.jpg'],
'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>
#### 24.09.2024
#### Version 17.0.1.0.0
#### 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: Cybrosys Techno Solutions(<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: Cybrosys Techno Solutions(<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)

129
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: Cybrosys Techno Solutions(<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', compute='_compute_name', store=True,
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',
store=True,
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
@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
domain = [('state', '=', 'sale')]
if rec.time_span == 'daily':
domain.append(
('date_order', '>=', fields.Date.today()))
elif rec.time_span == 'monthly':
domain.append(
('date_order', '>=', fields.Date.today().replace(day=1)))
elif rec.time_span == 'yearly':
domain.append(
('date_order', '>=', fields.Date.today().replace(month=1, day=1)))
orders = self.env['sale.order'].search(domain)
for order in orders:
if order.user_id.id == rec.sale_user_id.user_id.id:
rec.person_achieved_amt += order.amount_total
if order.team_id.id == rec.team_id.id:
rec.team_achieved_amt += order.amount_total
@api.depends('sale_user_id', 'time_span', 'team_id')
def _compute_name(self):
"""Compute the rec_name so that the similar kind of Target setting
can be avoided"""
for record in self:
record.name = f"{record.sale_user_id.name}:{record.team_id.name}"
@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

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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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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Odoo App 3 Index</title>
<!-- Bootstrap CSS -->
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@4.0.0/dist/css/bootstrap.min.css"
integrity="sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm" crossorigin="anonymous">
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.2.1/css/all.min.css">
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap" rel="stylesheet">
</head>
<body>
<section>
<div class="container" style="font-family: 'Inter', sans-serif !important;background-color: #fff !important;">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between flex-wrap align-items-sm-center"
style="border-bottom:1px solid rgba(0, 0, 0, 0.22)">
<div class="my-3">
<img src="assets/misc/Cybrosys R.png" style="width:auto !important; height:40px !important">
</div>
<div class="my-3 d-flex align-items-center">
<div class="text-center"
style="background-color:#017E84 !important;font-size: 0.8rem !important; color:#fff !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;">
Community
</div>
<div class="text-center"
style="background-color:#875A7B !important; color:#fff !important;font-size: 0.8rem !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important;min-width: 120px !important;">
Enterprise
</div>
<div class="text-center"
style="background-color:#7C7BAD !important; color:#fff !important;font-size: 0.8rem !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;">
Odoo.sh
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 text-center d-flex align-items-center flex-column"
style="margin: 80px 0px !important;">
<h1 style="font-size: 2.8rem;font-weight: 700; color:
#1A202C;">
SALES TARGET VS ACHIEVEMENT</h1>
<p class="my-3 mb-4"
style="max-width: 80%; font-weight: 400 !important; line-height: 32px; color: #718096;">
Sales Target And Achievement Calculation For Salesperson And
CRM Sales
Team.
</p>
<div style="width: 80%; margin-top: 3rem;">
<img src="assets/screenshots/hero.gif" class="img-responsive" width="100%" height="auto">
</div>
</div>
</div>
<div class="container mt-5 mb-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4">
<p class="m-0" style="font-weight: 600; font-size: 24px; color:#714b67 !important">Key Highlights
</p>
</div>
<div class="row py-4">
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star " style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">Customizable Target Setting.</p>
<p class="m-0" style="color:#718096">The module allows the sales team to set targets according to the required time span and calculate achievements against these targets.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star " style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">Managerial Control and Flexibility.</p>
<p class="m-0" style="color:#718096">Managers can assign individual targets to Salespersons based on their roles and business terms, providing flexibility to define targets for various time periods.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star " style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">Target and Achievement Analysis.</p>
<p class="m-0" style="color:#718096">This feature enables businesses to analyze targets and achievements based on their specific business needs, helping to assess performance in different scenarios.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star " style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">Easily Customizable.</p>
<p class="m-0" style="color:#718096">The module structure is designed to be flexible and easily customizable to adapt to the unique requirements of a business.
</p>
</div>
</div>
</div>
</div>
</div>
<div class="container rounded" >
<ul class="nav nav-tabs d-flex" style="width: fit-content;margin: 0 auto;gap: 1rem;">
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"><a
class="active show" data-toggle="tab" href="#tab1"
style="color: #fff;font-weight: 500; background-color: #714B67; text-decoration: none;">
<i class="fa-regular fa-image pr-2" style="color: #fff;"></i>
Screenshots</a></li>
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"><a
data-toggle="tab" href="#tab2"
style="color: #fff;font-weight: 500; text-decoration: none;"><i
class="fa-solid fa-star pr-2" style="color: #fff;"></i>Features</a></li>
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"><a
data-toggle="tab" href="#tab3"
style="color: #fff;font-weight: 500; text-decoration: none; background-color: #714B67;"><i
class="fa-solid fa-book-open pr-2" style="color: #fff;"></i>Released Notes</a></li>
</ul>
<div class="tab-content" style="background-color: rgba(121, 113, 119, 0.04);">
<div id="tab1" class="tab-pane fade in active show">
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/1.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
The Manager can be set to allow all operations by selecting the
'Sales Target Admin'.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/2.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
From CRM -> Sales Target -> User Target Achieved Details, we can
set the
Sales Target for individual Salesperson.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/3.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
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.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/4.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
We can get the Achieved Sales Amount for both the
Salesperson and the Sales Team separately.The Salesperson Achieved Amount can be viewed from the menu
<br/>Sales Target -> Target Vs Achievement User.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/5.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
The Sales Team Achieved Amount can be viewed from the menu
<br/>
Sales Target -> Target Vs Achievement Team.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/6.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
We can see the Team Target calculated automatically from
the individual Salesperson Target who are in the same Team.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2" style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/7.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Various kinds of reports can be viewed based on the Target
Amount of each Team and Salesperson.</h4>
</div>
</div>
</div>
</div>
<div id="tab2" class="tab-pane fade">
<div class="col-mg-12" style="padding: 1rem 4rem;">
<ul style="list-style: none; padding: 1rem 0;font-weight: 500;">
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img src="assets/misc/star (1) 2.svg" alt=""
width="16px"></span>Available in Odoo 17.0
Community, Enterprise and Odoo.sh.
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img src="assets/misc/star (1) 2.svg" alt=""
width="16px"></span>Sales Target setting for Salesperson
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img src="assets/misc/star (1) 2.svg" alt=""
width="16px"></span>Automated calculation of Team Target
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img src="assets/misc/star (1) 2.svg" alt=""
width="16px"></span>Based on Salesperson's individual target,
Sales Team Target and Achievement calculation
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img src="assets/misc/star (1) 2.svg" alt=""
width="16px"></span>Customizable graphical report of
Target and Achievement
</li>
</ul>
</div>
</div>
<div id="tab3" class="tab-pane fade">
<div class="col-mg-12 active" style="padding: 1rem 4rem;">
<div class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="d-flex mb-3" style="font-size: 0.8rem; font-weight: 500;"><span>Version
17.0.1.0.0</span><span class="px-2">|</span><span
style="color: #714B67;font-weight: 600;">Released on:24th September 2024</span>
</div>
<p class="m-0"
style=" color:#718096!important; font-size:1rem !important;line-height: 28px;">
Initial commit for Sales Target VS Achievement.</p>
</div>
</div>
</div>
</div>
</div>
<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5">
<p class="m-0" style="font-weight: 600; font-size: 24px; color:#000 !important">Related Products</p>
</div>
</div>
<div id="myCarousel" class="carousel slide py-3" data-ride="carousel">
<div class="carousel-inner">
<div class="carousel-item active">
<div class="row p-4">
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/dynamic_accounts_report/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/1.jpg" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Dynamic Accounts Report</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/whatsapp_redirect/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/2.jpg" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Send Whatsapp Message</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/crm_dashboard/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/3.jpg" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">CRM Dashboard</p>
</div>
</a>
</div>
</div>
</div>
</div>
<div class="carousel-item">
<div class="row p-4">
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/hr_payroll_community/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/4.jpg" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Odoo 17 Payroll</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/hr_zk_attendance/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px;">
<img src="assets/modules/5.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Biometric Device Integration</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/17.0/base_accounting_kit/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px;">
<img src="assets/modules/6.gif" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Full Accounting Kit</p>
</div>
</a>
</div>
</div>
</div>
</div>
</div>
<a class="carousel-control-prev" href="#myCarousel" data-slide="prev" style="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="#myCarousel" data-slide="next" style="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 class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4">
<p class="m-0" style="font-weight: 600; font-size: 24px; color:#000 !important">Our Services</p>
</div>
</div>
<div class="container my-5">
<div class="row py-3">
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#13EA36 ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/cogs.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Customization</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#DBC711; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/wrench.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Implementation</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#FF6B6B ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/lifebuoy.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Support</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#FFA801 ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/user.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Hire Odoo Developer</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#54A0FF; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/puzzle.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Integration</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#6D7680 ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/update.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Migration</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#786FA6 ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/consultation.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Consultancy</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px;position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#F8A5C2 ; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/training.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Implementation</p>
</div>
</div>
<div class="col-md-4 col-sm-6 px-4 py-4">
<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);">
<div style="background-color:#E6BE26; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
<img src="assets/icons/license.png" alt="service-icon" width="38px" height="auto">
</div>
</div>
<p style="margin-top: 20px; font-weight: bold;">Odoo Licensing Consultancy</p>
</div>
</div>
</div>
</div>
<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4">
<p class="m-0" style="font-weight: 600; font-size: 24px; color:#000 !important">Our Industries</p>
</div>
</div>
<div class="container">
<div class="row my-5 py-4">
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100 "
style="border-right: 1px solid rgb(209, 209, 209); border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; box-shadow: 6px 0 10px rgba(228, 227, 227, 0.373);">
<img src="assets/icons/trading-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Trading</p>
<p>Easily procure and sell your products</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgb(209, 209, 209); padding: 30px;">
<img src="assets/icons/pos-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">POS</p>
<p>Easy configuration and convivial experience</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgba(0, 0, 0, 0.2); padding: 30px; box-shadow: 0 5px 10px rgba(228, 227, 227, 0.373)">
<img src="assets/icons/education-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Education</p>
<p>A platform for educational management</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; ">
<img src="assets/icons/manufacturing-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Manufacturing</p>
<p>Plan, track and schedule your operations</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;">
<img src="assets/icons/ecom-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">E-commerce & Website</p>
<p>Mobile friendly, awe-inspiring product pages</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;box-shadow: 0 -5px 10px rgba(228, 227, 227, 0.373);">
<img src="assets/icons/service-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Service Management</p>
<p>Keep track of services and invoice</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px; ">
<img src="assets/icons/restaurant-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Restaurant</p>
<p>Run your bar or restaurant methodically</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style=" padding: 30px;box-shadow: -5px 0 10px rgba(228, 227, 227, 0.373);">
<img src="assets/icons/hotel-black.png" width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Hotel Management</p>
<p>An all-inclusive hotel management application</p>
</div>
</div>
</div>
</div>
<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5">
<p class="m-0" style="font-weight: 600; font-size: 24px; color:#000 !important">Support</p>
</div>
</div>
<div class="container my-5">
<div class="row" style="background-color: #FFFAFE;">
<div class="col-md-6 pb-4 d-flex align-items-center justify-content-center"
style="border-right: 1px solid #D9D9D9;">
<div style="padding: 30px;">
<div class="d-flex align-items-center">
<img src="assets/misc/support (1) 1.svg" alt="" width="60px" style="margin-right: 12px;">
<div style="padding: 0px 8px;">
<span
style="color: #714B67;font-size: 24px;font-weight: 600;padding-bottom: 1rem;">Need
Help?</span>
<p class="m-0" style="color:#718096;">Got questions or need help? Get in touch.</p>
<div style="font-weight: 400;"><span><img src="assets/misc/support-email.svg" alt=""
width="18px"
style="filter: invert(1);margin-right: 0.8rem;"></span>odoo@cybrosys.com
</div>
</div>
</div>
</div>
</div>
<div class="col-md-6 pb-4 d-flex align-items-center justify-content-center">
<div style="padding: 30px;">
<div class="d-flex align-items-center">
<img src="assets/misc/whatsapp 1.svg" alt="" width="60px" style="margin-right: 12px;">
<div>
<span style="color: #714B67;font-size: 24px;font-weight: 600;">WhatsApp</span>
<p class="m-0" style="color:#718096;">Say hi to us on WhatsApp!</p>
<div style="font-weight: 400; font-size: 16px;"><span><img src="assets/misc/phone.svg"
alt="" width="14px"
style="filter: invert(1); margin-right: 0.8rem;"></span>+91
99456767686</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Optional JavaScript -->
<!-- jQuery first, then Popper.js, then Bootstrap JS -->
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script>
<script src="https://maxcdn.bootstrapcdn.com/bootstrap/4.5.2/js/bootstrap.min.js"></script>
</body>
</html>

18
sales_target_vs_achievement/views/crm_team_views.xml

@ -0,0 +1,18 @@
<?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>

150
sales_target_vs_achievement/views/target_achieve_views.xml

@ -0,0 +1,150 @@
<?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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