Files
odoo_source/addons/crm/views/res_partner_views.xml
T
Nshimiyimana Séna 6957fe14f7 [FIX] crm: a lead created through a contact should be an opportunity
Currently, if you try to create an opportunity through the smart button on a contact form, a lead is created.
A lead created from a customer should be an opportunity.

opw-2886623

closes odoo/odoo#96268

X-original-commit: 415c8393f25ab47da45d15ebc455660bfa440389
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2022-07-19 11:51:28 +02:00

55 lines
2.7 KiB
XML

<?xml version="1.0"?>
<odoo>
<!-- Partner kanban view inherit -->
<record id="crm_lead_partner_kanban_view" model="ir.ui.view">
<field name="name">res.partner.kanban.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.res_partner_kanban_view"/>
<field name="priority" eval="10"/>
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
<field name="arch" type="xml">
<field name="mobile" position="after">
<field name="opportunity_count"/>
</field>
<xpath expr="//div[hasclass('oe_kanban_bottom_left')]" position="inside">
<a t-if="record.opportunity_count.value>0" href="#"
data-type="object" data-name="action_view_opportunity"
class="oe_kanban_action oe_kanban_action_a me-1">
<span class="badge rounded-pill">
<i class="fa fa-fw fa-star" aria-label="Opportunities"
role="img" title="Opportunities"/>
<t t-out="record.opportunity_count.value"/>
</span>
</a>
</xpath>
</field>
</record>
<!-- Add contextual button on partner form view -->
<record id="view_partners_form_crm1" model="ir.ui.view">
<field name="name">view.res.partner.form.crm.inherited1</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field eval="1" name="priority"/>
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
<field name="arch" type="xml">
<data>
<div name="button_box" position="inside">
<button class="oe_stat_button o_res_partner_tip_opp" type="object"
name="action_view_opportunity"
icon="fa-star"
groups="sales_team.group_sale_salesman"
context="{'default_partner_id': active_id, 'default_type':'opportunity'}">
<field string="Opportunities" name="opportunity_count" widget="statinfo"/>
</button>
</div>
<field name="parent_id" position="attributes">
<attribute name="context">{'default_is_company': True, 'show_vat': True, 'default_user_id': user_id, 'default_team_id': team_id}</attribute>
</field>
</data>
</field>
</record>
</odoo>