How we can show Log note i.e. internal log in opportunity will show in its customer chatter.
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You need to override the "message_post" method in crm.lead object. When anything gets post in the chatter, this method gets called.
Override this method, call the super method first so that it will create the record of "mail.message" and return the recordset of the mail.message record. Now, copy the mail.message and pass the default dict in copy method (msg.copy({'res_id': self.partner_id.id, 'model': 'res.partner'})).
This will post the same message from Lead to related Partner.
Ex:
@api.multi
@api.returns('mail.message', lambda value: value.id)
def message_post(self, body='', subject=None,
message_type='notification', subtype=None,
parent_id=False, attachments=None,
notif_layout=False, add_sign=True, model_description=False,
mail_auto_delete=True, **kwargs):
msg = super(CrmLead, self).message_post(body=body, subject=subject, message_type=message_type,
subtype=subtype, parent_id=parent_id, attachments=attachments,
notif_layout=notif_layout, add_sign=add_sign, model_description=model_description,
mail_auto_delete=mail_auto_delete, **kwargs)
if self.partner_id:
msg.copy(default={'res_id': self.partner_id.id, 'model': 'res.partner'})
return msg
Hi Sudhir,
I need to confirm, whether it will copy the log note posted in the crm.lead to the res.partner form? please confirm.
Thank You!!
Yes, it will copy the similar logs into the partner.
How can we show the callout log i.e. the content of the conversation with the customer will show up in the opportunity
I tried but no success
code:
class CrmNote(models.Model):
_inherit = 'crm.lead'
@api.returns('mail.message', lambda value: value.id)
def message_post(self, body='', subject=None, message_type='notification', subtype_id=None, attachments=None, **kwargs):
msg = super(CrmNote, self).message_post(body='Crm: ' + body, subject=subject, message_type=message_type, subtype_id=subtype_id, attachments=attachments, **kwargs)
if self.partner_id:
msg.copy(default={'parent_id': 0, 'res_id': self.partner_id, 'model': 'res.partner'})
return msg
class PartnerNote(models.Model):
_inherit = 'res.partner'
@api.returns('mail.message', lambda value: value.id)
def message_post(self, body='', subject=None, message_type='notification', subtype_id=None, parent_id=False, attachments=None, **kwargs):
msg = super(PartnerNote, self).message_post(body='Partner: ' + body, subject=subject, message_type=message_type, subtype_id=subtype_id, parent_id=parent_id, attachments=attachments, **kwargs)
if self.id:
msg.copy(default={'res_id': 5, 'model': 'crm.lead'})
return msg
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Thanks Sudhir its working