1.强制必填字段
(1)【客户名称】、【税ID】、【Email】、【销售员】、【标签】为强制必填 (2)【电话】、【手机】两个字段控制为二选一强制必填 2.客户校验规则: (1)【客户名称】+【税ID】两个字段分别与已经创建客户的档案信息进行校验,任意一项100%吻合则不允许创建客户 3.强制必填字段 (1)【名称】、【Email】、【销售员】为强制必填 (2)【电话】、【手机】两个字段控制为二选一强制必填 4.个人校验规则: (1)【名称】+【Email】两个字段分别与已经创建客户的档案信息进行校验,两项一起100%吻合则不允许创建个人 5.下拉仅显示销售人员的账户用户名(非相关用户及姓名不显示),字段为强制必填 (1)创建人的权限为销售经理,则【销售员】字段自动默认为当前账号的用户姓名,且不可修改 (2)创建人的权限为销售总监,则【销售员】字段自动默认为当前账号的用户姓名,可下拉选择,修改销售人员姓名
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35
sf_sale/views/res_partner_view.xml
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35
sf_sale/views/res_partner_view.xml
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<?xml version="1.0" encoding="UTF-8" ?>
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<odoo>
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<data>
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<record model="ir.ui.view" id="view_partner_form_inherit_sf">
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<field name="name">res.partner.form.inherit.sf</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<field name="vat" position="replace">
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<field name="vat" attrs="{'required' : [('company_type', '=', 'company')]}"/>
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</field>
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<field name="email" position="replace">
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<field name="email" required="1"/>
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</field>
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<field name="mobile" position="attributes">
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<attribute name="attrs">{'required': [('phone', '=', False),('company_type','=', 'company')]}
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</attribute>
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</field>
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<field name="phone" position="attributes">
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<attribute name="attrs">{'required': [('mobile', '=', False),('company_type','=', 'company')]}
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</attribute>
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</field>
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<xpath expr="//group[@name='sale']/field[@name='user_id']" position="replace">
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<field name="user_id" widget="many2one_avatar_user" context="{'is_sale': True }"
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attrs="{'required' : [('company_type', '=', 'company')]}"/>
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</xpath>
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<field name="category_id" position="attributes">
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<attribute name="attrs">{'required': [('company_type', '=', 'company')]}</attribute>
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</field>
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</field>
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</record>
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</data>
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</odoo>
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