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authorAnjali <aaj@odoo.com>2020-12-03 12:36:28 +0000
committerThibault Delavallée <tde@odoo.com>2020-12-21 08:03:30 +0000
commit5b3290b0869e3954ff1606ad0ca0a35cfd948698 (patch)
tree18903747bd6f6f3d024ffbc4468bc24f4cbcc7da /addons/crm
parent096682db51413feb39524ddb7510aacf8b574b5d (diff)
[FIX] crm: add missing default values for partner during quick create
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#62822 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Diffstat (limited to 'addons/crm')
-rw-r--r--addons/crm/views/crm_lead_views.xml19
1 files changed, 17 insertions, 2 deletions
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml
index bbb39ac4426..0dfbe39a678 100644
--- a/addons/crm/views/crm_lead_views.xml
+++ b/addons/crm/views/crm_lead_views.xml
@@ -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"/>