63 lines
3.3 KiB
XML
63 lines
3.3 KiB
XML
<odoo>
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<record id="view_crm_lead_form_mcs_operating" model="ir.ui.view">
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<field name="name">crm.lead.form.mcs.operating</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//header" position="inside">
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<button name="action_mcs_schedule_followup" type="object" string="Schedule Follow-Up" invisible="type != 'opportunity' or activity_ids"/>
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<button name="action_mcs_create_delivery_project" type="object" string="Create Delivery Project" invisible="type != 'opportunity' or probability < 100"/>
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</xpath>
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<xpath expr="//notebook" position="inside">
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<page string="Operating System" name="mcs_operating_system">
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<group>
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<group string="Commercial">
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<field name="mcs_service_offer"/>
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<field name="mcs_revenue_priority"/>
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<field name="mcs_expected_monthly_revenue"/>
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<field name="mcs_one_time_project_value"/>
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</group>
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<group string="Execution">
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<field name="mcs_next_action"/>
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<field name="mcs_followup_date"/>
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<field name="mcs_last_contact_date"/>
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<field name="mcs_proposal_sent_date"/>
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<field name="mcs_has_next_activity"/>
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<field name="mcs_missing_operating_data"/>
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</group>
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</group>
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<field name="mcs_operating_notes" placeholder="Revenue notes, blockers, buyer context, and close plan."/>
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</page>
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</xpath>
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</field>
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</record>
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<record id="view_crm_case_tree_mcs_operating" model="ir.ui.view">
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<field name="name">crm.lead.tree.mcs.operating</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
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<field name="arch" type="xml">
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<xpath expr="//tree" position="attributes">
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<attribute name="decoration-danger">mcs_missing_operating_data</attribute>
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</xpath>
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<xpath expr="//tree" position="inside">
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<field name="mcs_missing_operating_data" column_invisible="True"/>
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</xpath>
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<xpath expr="//field[@name='expected_revenue']" position="after">
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<field name="mcs_expected_monthly_revenue" optional="show"/>
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<field name="mcs_service_offer" optional="show"/>
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<field name="mcs_next_action" optional="show"/>
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<field name="mcs_followup_date" optional="show"/>
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</xpath>
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</field>
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</record>
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<record id="action_mcs_revenue_board" model="ir.actions.act_window">
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<field name="name">Revenue Board</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,form,calendar,pivot,graph</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{'default_type': 'opportunity', 'search_default_assigned_to_me': 1}</field>
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</record>
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</odoo>
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