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[FIX] crm: add missing default values for partner during quick create

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This commit adds few missing default values for some of the partner
fields while we create partner on the fly with quick create kanban
card of lead. Below are the fields that we added

 * name
 * is_company
 * company_name
 * phone
 * email

Task ID-2409462

closes odoo/odoo#63622

X-original-commit: 5b3290b0869e3954ff1606ad0ca0a35cfd948698
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Anjali
2020-12-21 09:45:36 +00:00
committed by Thibault Delavallée
parent f27ae85686
commit ecad945ef8
1 changed files with 17 additions and 2 deletions
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addons/crm/views/crm_lead_views.xml
+17 -2
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@@ -90,8 +90,11 @@
<group name="lead_partner" attrs="{'invisible': [('type', '=', 'opportunity')]}">
<!-- Preload all the partner's information -->
<field name="partner_id" widget="res_partner_many2one"
context="{'default_name': contact_name,
context="{
'default_name': contact_name,
'default_title': title,
'default_street': street,
'default_street2': street2,
'default_city': city,
'default_state_id': state_id,
'default_zip': zip,
@@ -414,7 +417,16 @@
<field name="arch" type="xml">
<form>
<group>
<field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'customer', 'show_vat': True}" string='Organization / Contact'/>
<field name="partner_id" widget="res_partner_many2one"
string='Organization / Contact'
context="{
'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
'default_name': contact_name or partner_name,
'default_is_company': type == 'opportunity' and contact_name == False,
'default_company_name': type == 'opportunity' and partner_name,
'default_phone': phone,
'default_email': email_from,
'show_vat': True}"/>
<field name="name" placeholder="e.g. Product Pricing" />
<field name="email_from" string="Email" />
<field name="phone" string="Phone" />
@@ -430,6 +442,9 @@
</div>
<field name="company_currency" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="user_id" invisible="1"/>
<field name="team_id" invisible="1"/>
<field name="type" invisible="1"/>
<field name="partner_name" invisible="1"/>
<field name="contact_name" invisible="1"/>
<field name="country_id" invisible="1"/>