Hello, fellow odooer's.
I am editing models as a power user (no access to the terminal, unrestricted access to the GUI).
My aim is to have 'leads' (crm.lead) as child objects of 'projects' (project.project).
The relational link I have created doesn't work as anticipated.
The modules installed for this include Project and CRM from community V9.
The steps I have taken are below:
Edit the Lead/Opportunity (crm.lead) model
Settings>Technical>Database Structure>Models>crm.lead>edit
Added a field to the crm.lead model
"Add an Item">
Field Name: x_project_id
Field Label: Parent Project
Field Type: many2one
Object Relation: project.project
On Delete: Restrict
Domain (Default): []
Required (Default): False
Readonly (Default): False
Indexed: True
Copied (Default): False
>Save(item)>Save(Model)
Edit the Project (project.project) model
Settings>Technical>Database Structure>Models>project.project>edit
Added a field to the project.project model
"Add an Item">
Field Name: x_lead_ids
Field Label: Leads / Opportunites
Field Type: one2many
Object Relation: crm.lead
Relational Field: x_project_id
Domain (Default): []
Required (Default): False
Readonly (Default): False
Indexed: True
Copied (Default): False
>Save(item)>Save(Model)
Add the 'Parent Project' field to the 'CRM - Leads Form' form
Edit the 'CRM - Leads Form' (crm.crm_case_form_view_leads) form
Settings>Technical>User Interface>Views>CRM - Leads Form>edit
Insert the field '<field name="x_project_id"/>'
<?xml version="1.0"?><form string="Leads Form">
<header>
...
</header>
<sheet>
...
<group>
<group>
...
<field name="partner_name" string="Company Name"/>
<field name="x_project_id"/>
<label for="street" string="Address"/>
...
</group>
....
</group>
<notebook>
....
</notebook>
</sheet>
....
</form>
>Save(View)
Add the 'Leads / Opportunites' field to the 'project.project.form' form
Edit the 'project.project.form' (project.edit_project) form
Settings>Technical>User Interface>Views>project.project.form>edit
Insert the field '<field name="x_lead_ids"/>'
<?xml version="1.0"?>
<form string="Project">
<header>
...
</header>
<sheet string="Project">
...
<notebook>
...
<page string="Details">
....
<group string="Leads and Opportunities" name="Leads">
<field name="x_lead_ids"/>
</group>
</page>
</notebook>
</sheet>
....
</form>
>Save(View)
The problem:
When opening up a Lead and changing the Parent Project. It changes the project on all leads.
Additionally, there are no leads in any of the Projects, and I can't add one.
I hope the question is comprehensive enough that anyone can follow it.
I would like to inspect the generated .py files, though I don't know how to do this from the GUI.
Any assistance with how to correctly create relationships would be of great value.
Best Regards,
James Moyle.