101 lines
5.3 KiB
XML
101 lines
5.3 KiB
XML
<odoo>
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<record id="view_partner_form_mcs_operating" model="ir.ui.view">
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<field name="name">res.partner.form.mcs.operating</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<xpath expr="//notebook" position="inside">
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<page string="MCS Account" name="mcs_account">
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<group>
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<group string="Account Control">
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<field name="mcs_is_client_account"/>
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<field name="mcs_client_company_id"/>
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<field name="mcs_account_status"/>
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<field name="mcs_account_health"/>
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<field name="mcs_account_owner_id"/>
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</group>
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<group string="Commercial Rollup">
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<field name="mcs_currency_id"/>
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<field name="mcs_monthly_revenue"/>
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<field name="mcs_contracted_value"/>
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<field name="mcs_monthly_hours"/>
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<field name="mcs_effective_hourly_revenue"/>
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<field name="mcs_total_invoiced_display"/>
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<field name="mcs_total_outstanding_display"/>
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<field name="mcs_total_overdue_display"/>
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<field name="mcs_last_invoice_date"/>
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</group>
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</group>
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<group>
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<field name="mcs_next_account_action"/>
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<field name="mcs_account_risk_reason"/>
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</group>
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<field name="mcs_project_ids" readonly="1">
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<tree>
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<field name="name"/>
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<field name="mcs_delivery_type"/>
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<field name="mcs_portfolio_health"/>
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<field name="mcs_monthly_revenue_target"/>
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<field name="mcs_actual_hours"/>
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<field name="mcs_next_action"/>
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</tree>
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</field>
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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_partner_tree_mcs_client_account" model="ir.ui.view">
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<field name="name">res.partner.tree.mcs.client.account</field>
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<field name="model">res.partner</field>
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<field name="arch" type="xml">
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<tree decoration-danger="mcs_account_health in ('at_risk','blocked')" decoration-warning="mcs_account_health == 'watch'">
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<field name="display_name"/>
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<field name="mcs_client_company_id"/>
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<field name="mcs_account_status"/>
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<field name="mcs_account_health"/>
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<field name="mcs_account_owner_id"/>
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<field name="mcs_currency_id" column_invisible="True"/>
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<field name="mcs_monthly_revenue"/>
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<field name="mcs_contracted_value"/>
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<field name="mcs_total_invoiced_display"/>
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<field name="mcs_total_outstanding_display"/>
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<field name="mcs_total_overdue_display"/>
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<field name="mcs_last_invoice_date"/>
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<field name="mcs_monthly_hours"/>
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<field name="mcs_next_account_action"/>
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</tree>
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</field>
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</record>
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<record id="view_partner_search_mcs_client_account" model="ir.ui.view">
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<field name="name">res.partner.search.mcs.client.account</field>
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<field name="model">res.partner</field>
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<field name="arch" type="xml">
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<search>
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<field name="display_name"/>
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<field name="mcs_client_company_id"/>
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<field name="mcs_account_owner_id"/>
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<field name="mcs_account_status"/>
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<filter string="Canada Company" name="mcs_company_canada" domain="[('mcs_client_company_id.name','=','Metatroncube Software Solutions')]"/>
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<filter string="India LLP" name="mcs_company_india" domain="[('mcs_client_company_id.name','=','Metatroncube Software Solutions LLP')]"/>
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<group expand="0" string="Group By">
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<filter string="MCS Company" name="group_mcs_client_company" context="{'group_by':'mcs_client_company_id'}"/>
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<filter string="Currency" name="group_mcs_currency" context="{'group_by':'mcs_currency_id'}"/>
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<filter string="Health" name="group_mcs_health" context="{'group_by':'mcs_account_health'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_mcs_client_accounts" model="ir.actions.act_window">
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<field name="name">Client Accounts</field>
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<field name="res_model">res.partner</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="view_partner_tree_mcs_client_account"/>
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<field name="search_view_id" ref="view_partner_search_mcs_client_account"/>
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<field name="domain">[('mcs_is_client_account','=',True)]</field>
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<field name="context">{'default_mcs_is_client_account': True, 'group_by': 'mcs_client_company_id'}</field>
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</record>
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</odoo>
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