Customer to client changed
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@ -7,6 +7,10 @@ from odoo import fields, models, api
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class Lead(models.Model):
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_inherit = 'crm.lead'
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partner_id = fields.Many2one(
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'res.partner', string='Client', index=True, tracking=10,
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domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]",
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help="Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.")
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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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@ -6,6 +6,32 @@
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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="//group[@name='opportunity_partner']//field[@name='partner_id']" position="replace">
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<field name="partner_id"
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widget="res_partner_many2one"
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string="Client"
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context="{'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
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'default_name': contact_name or partner_name,
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'default_street': street,
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'default_is_company': type == 'opportunity' and contact_name == False,
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'default_company_name': type == 'opportunity' and partner_name,
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'default_street2': street2,
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'default_city': city,
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'default_title': title,
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'default_state_id': state_id,
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'default_zip': zip,
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'default_country_id': country_id,
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'default_function': function,
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'default_phone': phone,
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'default_mobile': mobile,
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'default_email': email_from,
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'default_user_id': user_id,
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'default_team_id': team_id,
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'default_website': website,
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'show_vat': True,
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}"
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/>
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</xpath>
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<xpath expr="//group[@name='Misc']" position="after">
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<group colspan="2" col="4">
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<field name="lead_no"/>
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@ -17,6 +17,9 @@
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<xpath expr="//field[@name='require_payment']" position="replace">
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<field name="require_payment" invisible="1"/>
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</xpath>
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<xpath expr="//field[@name='payment_term_id']" position="replace">
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<field name="payment_term_id" invisible="1" options="{'no_open':True,'no_create': True}"/>
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</xpath>
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<page name="customer_signature" position="attributes">
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<attribute name='invisible'>1</attribute>
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</page>
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@ -2,3 +2,4 @@
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import project_create_sale_order
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from . import crm_opportunity_to_quotation
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@ -0,0 +1,22 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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class Opportunity2Quotation(models.TransientModel):
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_inherit = 'crm.quotation.partner'
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action = fields.Selection([
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('create', 'Create a new client'),
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('exist', 'Link to an existing client'),
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('nothing', 'Do not link to a client')
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], string='Quotation client', required=True)
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lead_id = fields.Many2one('crm.lead', "Associated Lead", required=True)
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partner_id = fields.Many2one('res.partner', 'Customer')
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