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I want to bring the following custom functionality to my CRM.

I have created a new model called crm.presales.value, which has

lead_id = fields.Many2one('crm.lead', string="Opportunity")
user_id = fields.Many2one('res.users', string="User")
team_id = fields.Many2one('crm.team', string='Presales Team')
value = fields.Float()

among other fields and functions.

I have inherited the crm.lead model to include

presales_ids = fields.One2many('crm.presales.value', 'lead_id', string="Presales")
presales_team_ids = fields.Many2many('crm.team', string="Presales Teams",

compute='_compute_presales_team_ids', store=True)

In my crm.lead form view,

  • I want checkboxes to select presales teams.
  • When a team is selected, I want a separate inline list view to appear (for each team), which allows me to add the user and other required info.
  • When saving the form, if any list is empty I want that team to be unchecked.

How can I implement this dynamically? (using xml or qweb templates)


Odoo v18 Community edition

Avatar
Abbandona
Risposta migliore

Dear Shreya,

Here's how to implement your custom presales team functionality without OWL directives:

Solution Approach

We'll use a combination of:

  1. Standard many2many_tags widget for team selection
  2. Conditional visibility for team sections
  3. Onchange methods to handle team toggling
  4. Server-side validation

Implementation Steps

1. Model Enhancements

python

# Add to your crm.lead model
from odoo import api, fields, models

class CrmLead(models.Model):
    _inherit = 'crm.lead'
    
    presales_team_ids = fields.Many2many(
        'crm.team', 
        string="Presales Teams",
        compute='_compute_presales_team_ids',
        store=True
    )
    
    @api.depends('presales_ids.team_id')
    def _compute_presales_team_ids(self):
        for lead in self:
            lead.presales_team_ids = lead.presales_ids.mapped('team_id')
2. Form View Implementation

xml

<record id="view_crm_lead_presales_form" model="ir.ui.view">
    <field name="name">crm.lead.form.presales</field>
    <field name="model">crm.lead</field>
    <field name="inherit_id" ref="crm.view_crm_lead_form"/>
    <field name="arch" type="xml">
        <!-- Add team selection field -->
        <xpath expr="//field[@name='team_id']" position="after">
            <field name="presales_team_ids" widget="many2many_tags"/>
        </xpath>
        
        <!-- Add dynamic sections for each team -->
        <xpath expr="//sheet" position="inside">
            <div class="oe_title">
                <h2>Presales Assignments</h2>
            </div>
            <div t-foreach="record.presales_team_ids.raw_value" t-as="team">
                <group string="Presales Team: {{ team[1] }}" attrs="{'invisible': [('id', '=', False)]}">
                    <field name="presales_ids" context="{'default_team_id': team[0]}">
                        <tree editable="bottom">
                            <field name="user_id"/>
                            <field name="value"/>
                            <field name="team_id" invisible="1"/>
                        </tree>
                    </field>
                </group>
            </div>
        </xpath>
    </field>
</record>
3. Add Validation Logic

python

# Add to your crm.lead model
@api.constrains('presales_ids', 'presales_team_ids')
def _check_presales_teams(self):
    for lead in self:
        # Get teams with no entries
        empty_teams = lead.presales_team_ids - lead.presales_ids.mapped('team_id')
        if empty_teams:
            lead.write({'presales_team_ids': [(3, team.id) for team in empty_teams]})
4. Optional: Add Onchange for Better UX

python

@api.onchange('presales_team_ids')
def _onchange_presales_teams(self):
    # Remove presales entries for deselected teams
    if self.presales_ids:
        to_remove = self.presales_ids.filtered(
            lambda x: x.team_id not in self.presales_team_ids
        )
        if to_remove:
            self.presales_ids = [(3, entry.id) for entry in to_remove]
Key Features of This Implementation
  1. Dynamic Team Sections: Only shows sections for selected teams
  2. Automatic Team Management: Teams are automatically (un)checked based on presales entries
  3. Contextual Defaults: New presales entries automatically get the correct team
  4. Validation: Empty teams are automatically unchecked on save
Limitations in Community Edition

Since OWL directives aren't allowed in XML:

  • We use t-foreach for dynamic sections
  • Visibility is controlled through standard attrs

The UI updates require a save/reload (not fully dynamic)

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(Need further customization? Drop a comment—I’m happy to refine the solution!)

Avatar
Abbandona
Autore

OWL directives are not allowed in XML arch definitions

Check now I have edited my answer

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