Lead unique email and phone, extra fields added
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@ -8,9 +8,20 @@ class Lead(models.Model):
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_inherit = 'crm.lead'
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lead_no = fields.Char(string='Lead ID')
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scope = fields.Char(string='Scope (NIS)')
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professional_support = fields.Char(string='Professional Support')
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ref_summary_status = fields.Char(string='Referral Summary status')
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contract = fields.Selection([('Yes','Yes'),('No','No')], string='Contract')
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project_name = fields.Char(string='Project Name')
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project_scope = fields.Char(string='The scope of the project')
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#act_project_manager_id = fields.Many2one('res.users', string='Actual Project Manager')
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#project_manager_id = fields.Many2one('res.users', string='Project Manager')
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client_folder = fields.Char(string='Client Folder')
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start_date = fields.Date(string='Start Date')
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close_date = fields.Date(string='Close Date')
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_sql_constraints = [
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('phone_uniq', 'unique(phone)', "Phone No already exists !"),
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('email_from_uniq', 'unique(email_from)', "Email ID already exists !"),
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]
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@ -6,16 +6,19 @@
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="before">
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<field name="lead_no"/>
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</xpath>
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<xpath expr="//group[@name='Misc']//field[@name='referred']" position="after">
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<field name="lead_no"/>
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<field name="scope"/>
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<field name="professional_support"/>
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<field name="ref_summary_status"/>
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<field name="project_scope"/>
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<field name="contract"/>
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<field name="client_folder"/>
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<field name="start_date"/>
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<field name="close_date"/>
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<field name="project_name"/>
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<field name="project_scope"/>
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<!-- <field name="act_project_manager_id"/>
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<field name="project_manager_id"/> -->
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</xpath>
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</field>
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</record>
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