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authorMehdi Outagant <mou@odoo.com>2020-08-25 13:32:08 +0000
committerThibault Delavallée <tde@odoo.com>2020-08-25 13:51:43 +0000
commit369375a69adc20a92075a89ef9557bf6b46cd605 (patch)
tree0331bc60e2a0f1c084b7cb379486cfd8af0ecdd6 /addons/crm/views
parent5b87603b7620da1badd860abb97d5bcacfc96ad5 (diff)
[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 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Diffstat (limited to 'addons/crm/views')
-rw-r--r--addons/crm/views/crm_lead_views.xml12
-rw-r--r--addons/crm/views/crm_stage_views.xml5
2 files changed, 9 insertions, 8 deletions
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml
index e7b991da49d..2834ffd1d65 100644
--- a/addons/crm/views/crm_lead_views.xml
+++ b/addons/crm/views/crm_lead_views.xml
@@ -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"/>
diff --git a/addons/crm/views/crm_stage_views.xml b/addons/crm/views/crm_stage_views.xml
index 2dc3a4c7c10..b23f5908f28 100644
--- a/addons/crm/views/crm_stage_views.xml
+++ b/addons/crm/views/crm_stage_views.xml
@@ -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>