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odoo accounting v14 pos v15
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CRM Monetary functions

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This question has been flagged
inheritancemonetarycrm.lead
1 Odgovori
3597 Prikazi
Avatar
Justin hul

Hello everyone 

I am looking for assistance in hiding all monetary functions in the CRM.

To be specific there is a $ symbol in each stage column of the progress bar that I would like to remove. It looks to be expected revenue in list view and kanban view but have not had any luck removing the monetary tracking




+





I believe this to be the function but have no success in hiding it via inheritance

I'd like to keep the progress bar just remove monetary functions 

Thanks in advance

Justin


0
Avatar
Opusti
Jaideep

Are you are looking to remove the sum of expected revenue (sum_field="expected_revenue") in the crm.lead.kanban.lead view?

Justin hul
Avtor

yes jaideep I am

Avatar
Sudhir Arya (ERP Harbor Consulting Services)
Best Answer

You just need to remove widget="monetary" from the fields in kanban.

Try following code for kanban:


field name="expected_revenue" position="attributes">
attribute name="widget">
/field>
field name="recurring_revenue" position="attributes">
attribute name="widget">
/field>

Try following code for list view:

field name="expected_revenue" position="attributes">

/field>


2
Avatar
Opusti
Sudhir Arya (ERP Harbor Consulting Services)

It's weird that I cannot write a code in the answer.
Try following code for kanban:

<field name="expected_revenue" position="attributes">
<attribute name="widget"></attribute>
</field>
<field name="recurring_revenue" position="attributes">
<attribute name="widget"></attribute>
</field>

Try following code for list view:

<field name="expected_revenue" position="attributes">
<attribute name="widget"></attribute>
</field>

Justin hul
Avtor

Thank you Sudhir I will try this. I do not see where in your code however that you are removing the widget. I would love an explanation of this haha.

Sudhir Arya (ERP Harbor Consulting Services)

Monetary widget adds a currency symbol before/after the amount if your object has a currency_id m2o field.

Justin hul
Avtor

<odoo>
<record id="crm_lead_inherit" model="ir.ui.view">
<field name="name">crm.lead.inherit</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='planned_revenue']" position="attributes">
<attribute name="widget"></attribute>
</xpath>
<xpath expr="//field[@name='planned_revenue']" position="attributes">
<attribute name="invisible">1</attribute>
</xpath>
</field>
</record>
</odoo>

Hi sudhir so I tried your suggestion. I am not seeing any changes at all.
any ideas?

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