[REF] crm, sales_team: allow multi edit on lead and opportunities tree views

In this commit we set tree view of leads (both as leads and opportunities)
as multi edit enabled. Onchanges has been removed in CRM application. We
can therefore allow multi edit as computed fields work as intended.

Add domain on user_id fields to prevent selecting portal users as Salesperson
or Team leader from list views.

In crm.lead, onchange is only used to get formatted phone numbers when their
values changed or when country_id & company_id updated. This behavior will
only work in form views. It is not blocking so multi edit is not an issue.

Do not allow multi edit on name as it makes no sense.

Specifications: Contact (res.partner): base.view_partner_tree
    phone
    email
    company_id
    city
    state_id
    country_id
    category_id
    date_review_next
    grade_id
    user_id (+ add a limitation to not share users)

Specifications: Opportunities (crm.lead) : crm.crm_case_tree_view_oppo
    partner_id
    email_from
    phone
    city
    state_id
    country_id
    stage_id
    probability
    partner_assigned_id
    user_id
    team_id
    planned_revenue
    company_id
    campaign_id
    medium_id
    source_id
    tag_ids
    priority

Specifications: Opportunities (crm.lead) : crm.crm_case_tree_view_leads
    contact_name
    partner_name
    email_from
    phone
    city
    state_id
    country_id
    partner_assigned_id
    user_id
    team_id
    company_id
    probability
    campaign_id
    medium_id
    source_id
    tag_ids
    priority

Specifications: Sales Teams (crm.team) : crm.team.tree
    user_id
    company_id

Specifications: Stages (crm.stage) View : crm.crm_stage_tree
    is_won
    team_id

Task ID-2200674
PR #56378

closes odoo/odoo#56533

X-original-commit: 369375a69adc20a92075a89ef9557bf6b46cd605
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Mehdi Outagant
2020-08-25 15:43:45 +00:00
committed by Thibault Delavallée
parent 14198a25cb
commit 6efa2e23d3
3 changed files with 13 additions and 11 deletions
+6 -6
View File
@@ -322,10 +322,10 @@
<field name="model">crm.lead</field>
<field name="priority">10</field>
<field name="arch" type="xml">
<tree string="Leads" sample="1">
<tree string="Leads" sample="1" multi_edit="1">
<field name="date_deadline" invisible="1"/>
<field name="create_date" optional="hide"/>
<field name="name" string="Lead"/>
<field name="name" string="Lead" readonly="1"/>
<field name="contact_name" optional="hide"/>
<field name="partner_name" optional="hide"/>
<field name="email_from" optional="show"/>
@@ -335,7 +335,7 @@
<field name="state_id" optional="hide"/>
<field name="country_id" optional="show"/>
<field name="partner_id" invisible="1"/>
<field name="user_id" optional="show" widget="many2one_avatar_user"/>
<field name="user_id" optional="show" widget="many2one_avatar_user" domain="[('share', '=', False)]"/>
<field name="team_id" optional="show"/>
<field name="active" invisible="1"/>
<field name="probability" invisible="1"/>
@@ -647,10 +647,10 @@
<field name="model">crm.lead</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<tree string="Opportunities" sample="1">
<tree string="Opportunities" sample="1" multi_edit="1">
<field name="date_deadline" invisible="1"/>
<field name="create_date" optional="hide"/>
<field name="name" string="Opportunity"/>
<field name="name" string="Opportunity" readonly="1"/>
<field name="partner_id" optional="hide"/>
<field name="contact_name" optional="show"/>
<field name="email_from"/>
@@ -659,7 +659,7 @@
<field name="city" optional="hide"/>
<field name="state_id" optional="hide"/>
<field name="country_id" optional="hide"/>
<field name="user_id" widget="many2one_avatar_user" optional="show"/>
<field name="user_id" widget="many2one_avatar_user" optional="show" domain="[('share', '=', False)]"/>
<field name="team_id" optional="show"/>
<field name="priority" optional="hide"/>
<field name="activity_ids" widget="list_activity"/>
+3 -2
View File
@@ -14,13 +14,14 @@
</field>
</record>
<!-- STAGES TREE VIEW + MUTI_EDIT -->
<record id="crm_stage_tree" model="ir.ui.view">
<field name="name">crm.stage.tree</field>
<field name="model">crm.stage</field>
<field name="arch" type="xml">
<tree string="Stages">
<tree string="Stages" multi_edit="1">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="name" readonly="1"/>
<field name="is_won"/>
<field name="team_id"/>
</tree>
+4 -3
View File
@@ -72,16 +72,17 @@
</field>
</record>
<!-- SALES TEAMS TREE VIEW + MUTI_EDIT -->
<record id="crm_team_view_tree" model="ir.ui.view">
<field name="name">crm.team.tree</field>
<field name="model">crm.team</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team" sample="1">
<tree string="Sales Team" sample="1" multi_edit="1">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="name" readonly="1"/>
<field name="active" invisible="1"/>
<field name="user_id"/>
<field name="user_id" domain="[('share', '=', False)]"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>