Branch wise Division in CRM module in Openerp - odoo

For a company there can be different branches across the country. In Openerp,in CRM module Can i filter the Leads by Branches(here filter should be branch name) of that company.Thanks in advance.
My Code
lead.py
'branch_name':fields.selection([('Ahmedabad','Ahmedabad'),('Bangalore','Bangalore'),('Chennai','Chennai'),('Hyderabad','Hyderabad'),('Koltata','Koltata'),('Mumbai','Mumbai'),('NewDelhi','New Delhi'),('Pune','Pune')],'Branch'),
lead_view.xml
<record id="lead_view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">CRM - Leads Search</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.view_crm_case_leads_filter" />
<field name="arch" type="xml">
<search string="Search Leads">
<field name="branch_name" filter_domain="[('branch_name','ilike',self)]"/>
</search>
</field>
</record>

added and new field branch in crm.lead. inherit search view added this field in filter
it will help you

Related

How to show out more fields of Employee in Odoo 13 Enterprise?

Currently, The employee module just show out with 3 fields: Job title, Work Mobile and Work Email.
So how to show out more details with more fields of an Employee?
Thank you!
You have to extend hr employees kanban view.
You may try following code:
<record id="hr_kanban_view_employees" model="ir.ui.view">
<field name="name">hr.employee.kanban</field>
<field name="model">hr.employee</field>
<field name="inherit_id" ref="hr.hr_kanban_view_employees"/>
<field name="arch" type="xml">
<xpath expr="//div[hasclass('oe_kanban_details')]" position="inside">
<field name="passport_id"/>
<field name="FIELD_NAME"/>
</xpath>
</field>
</record>

How can add a Custom filter / Custom search field to Sale Order view based on a field in the partner form

I have a field card_customer in partner form. What i need is i have to add a custom filter for sale orders based on the field card_customer. When choosing this filter i need the sale orders, which have customers with card_customer field equaling True.
That's possible by creating the filter "technically". A normal user can't do that in vanilla Odoo sofar. Hopefully that feature will come one day.
"Technically" means either in a custom module or by using the debug mode in the client. Odoo can use dot-Notation in domains on such filters. And an admin can use this to create a custom filter directly in the client.
Creating in debug mode
active the debug mode
either go to Settings/Technical/user-defined filters OR open "Manage filters" in the debug context menu in the sales order list view
create the filter
Create a filter in custom module
<record id="my_customer_filter" model="ir.filters">
<field name="action_id" eval="False"/>
<field name="active" eval="True"/>
<field name="context">{}</field>
<field name="domain">[["partner_id.card_customer","=",True]]</field>
<field name="is_default" eval="True"/>
<field name="model_id">sale.order</field>
<field name="name">cart_customer is true</field>
<field name="sort">[]</field>
</record>
Create a filter in search view in a custom module
<record id="view_sales_order_filter" model="ir.ui.view">
<field name="name">sale.order.list.select</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_sales_order_filter" />
<field name="arch" type="xml">
<filter name="need_message" position="after">
<filter name="filter_card_customer_true" string="card_customer is true"
domain="[('partner_id.card_customer','=',True)]" />
</filter>
</field>
</record>
You can create a filter in search view, by inheriting the base search view of sale order ,and create a new view.
<data>
<record id="sale_order_search_inherit_receipt" model="ir.ui.view">
<field name="name">sale.order.search.receipt</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.sale_order_view_search_inherit_quotation"/>
<field name="arch" type="xml">
<xpath expr="//filter[#name='order_confirmed']" position="after"> // Adding the filter after existing filter 'Confirmed Orders'
<separator/>
<filter string="Card Customer" name="is_card_customer" domain="[('partner_id.card_customer','=', True)]"/>
<separator/>
</xpath>
</field>
</record>
</data>

how to set access rights of group-mananger and group-user on single view and action in odoo

I am working access rights in odoo so trying to apply manager and user access rights on same view and action. is it possible to apply access rights on same (view) which belongs to both group-manager and group-user but having access right different?
You can give view/action access rites to more then one group.
<record id="view_order_form_editable_list" model="ir.ui.view">
<field name="name">sale.order.form.editable.list</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="groups_id" eval="[(4, ref('product.group_uos')), (4, ref('product.group_stock_packaging')), (4, ref('sale.group_mrp_properties'))]"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='order_line']/tree" position="attributes">
<attribute name="editable"/>
</xpath>
</field>
</record>
You can give any number of group in group_id tab

Odoo tree view with create_date

Do you know how to insert the column create_date on the Odoo Customers Tree View? It would let me see the most recent clients created on the system.
Thank you,
Eduardo
for insert the column create_date on the Odoo Customers Tree View follow the following steps:-
1:- inherit in .py file
from openerp import models, fields, api, _
class ResPartner(models.Model):
_inherit = 'res.partner'
create_date = fields.Datetime("Date")
2:- extend res.partner tree view.
<record id="view_inherit_res_partner_tree" model="ir.ui.view">
<field name="name">res.partner</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='function']" position="before">
<field name="create_date"/>
</xpath>
</field>
</record>
I would advise against changing the _order attribute on the model as that changes the order in the database, which may not be what you are trying to achieve. Instead, add a default_order="create_date desc" attribute to the tree element of the list view. In the arch:
<tree position="attributes">
<attribute name="default_order">create_date desc</attribute>
</tree>
Follow this step
1/ Inherit res_partner class.
In your .py file, add this code.[redefine _order attribute]
class res_partner(osv.Model):
_inherit = "res.partner"
_order = "create_date desc"
res_partner()
2/ In your view file, inherit the partner's tree-view and add create_date field.
<record id="view_partner_tree_extended" model="ir.ui.view">
<field name="name">res.partner.extended</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='display_name']" position="before">
<field name="create_date"/>
</xpath>
</field>
</record>
Note : No need to add create_date field in python file because it comes from osv.model base class.
_order atttribute is used for sort the records as your requirement.
Restart server and update your module.
Hope It will work for you !!
Let me know if you have any query.
As create_date is Automatic fields in Odoo, you can directly access it in the tree view.
Example:-
<record id="customer_list_view" model="ir.ui.view">
<field name="name">customer.tree</field>
<field name="model">bank.customer</field>
<field name="arch" type="xml">
<tree string="Customer View">
<field name="name"/>
<field name="contact"/>
<field name="create_date"/> // Directly access from database(no need to declare in model)
</tree>
</field>
</record>
I'd suggest that you'll use xpath and inherit the tree view from the customers. The following xml should work:
<record id="inherit_customer_tree_view" model="ir.ui.view">
<field name="name">res.partner.tree.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree" />
<field name="arch" type="xml">
<xpath expr="//field[#name='display_name']" position="before">
<field name="create_date" />
</xpath>
</field>
</record>
To insert create_date into the tree view
first create a field with the same name ['create_date'] in your .py file
'create_date':fields.datetime('Create Date')
then put it in your tree view. It will work.
Write code in your specific tree view
<record id="my_tree_view_id" model="ir.ui.view">
<field name="name">my.mode.view.tree</field>
<field name="model">my.model</field>
<field name="mode">primary</field>
<field name="arch" type="xml">
<tree string="My model tree view">
<field name="name" />
<field name="product_count" />
<field name="write_date" />
</tree>
</field>
</record>
Using the write_date in field tag then print date with time in specific tree view.
you can direct declare in xml. No need to define .py file. Because create_date is a odoo magic field. so, you can declare directly in tree view.
<data>
<xpath expr="//field[#name='display_name'][not(ancestor::field)]" position="after">
<field name="create_date"/>
</xpath>
<xpath expr="//field[#name='create_date'][not(ancestor::field)]" position="after">
<field name="create_uid"/>
</xpath>
</data>
Place this code in a view using the developers tool button in the partner tree
create_date = date
create_uid = the user that created the partner
In Odoo/OpenERP we can inherit or use existing modules object/class/model and views. We can also inherit single field of existing modules. The question is why we need such inheritance.
The purpose of inheritance or why we need inheritance is given below:
To change attributes of some fields which exists on existing/custom
model (e.g. making fields readonly,invisible)
To add/modify/delete old or new fields in existing/custom model
(e.g. Product, Sales, HR, Fleet Management, Attendance modules model
etc)
We can also add buttons in already existing/custom model (form and
tree) view by using inheritance

Hide to create a new record in many2one or many2many

I am working with res.partner object in customer form view in sale module
category_id use many2many field in customer form view.
Based on the user I have to hide the create new category record in ODOO or OpenERP.
It is possible using options attribute.
Check this example:
<record id="view_customer_form_inherit" model="ir.ui.view">
<field name="name">view.customer.form.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<field name='category_id' position='attributes'>
<attribute name='options'>
{"no_create": 1, "no_create_edit": 1}
</attribute>
</field>
</field>
</record>
I know it is too late to answer but I hope it'll be helpful
.