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[ADD] crm_contact_details: Dynamic address & contact management in CRM
- Added 'Address Details' section to display and manage sub-branch locations of the selected customer. - Added 'Contact Details' section to manage contact persons linked to selected addresses. - Ensured contacts are dynamically shown/hidden based on address selection. - New addresses and contacts auto-link to the correct parent and type.
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‎crm_contact_details/__init__.py

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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import models

‎crm_contact_details/__manifest__.py

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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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{
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'name': 'CRM contact details',
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'version': '1.0',
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'depends': ['base', 'crm'],
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'description': """
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It provides crm contact details
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""",
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'data': [
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'views/crm_lead_views.xml',
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],
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'installable': True,
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'application': True,
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'license': 'LGPL-3',
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}

‎crm_contact_details/models/__init__.py

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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import crm_lead
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from . import res_partner

‎crm_contact_details/models/crm_lead.py

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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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class Lead(models.Model):
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_inherit = 'crm.lead'
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address_detail_ids = fields.Many2many(
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'res.partner',
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string="Address Details",
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domain="[('parent_id', '=', partner_id), ('type', '=', 'other')]",
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store="True",
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)
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contact_detail_ids = fields.Many2many(
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'res.partner', 'crm_lead_contact_detail_default_rel', 'lead_id', 'partner_id',
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string="Contact Details",
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compute="_compute_contact_details",
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inverse="_inverse_contact_details",
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domain="[('parent_id', '=', selected_address_id), ('type', '=', 'contact')]",
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store="True",
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)
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selected_address_id = fields.Many2one(
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'res.partner',
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string="Selected Address",
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compute="_compute_single_address_selection",
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store="True",
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)
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@api.onchange('partner_id')
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def _onchange_address_details(self):
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for lead in self:
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lead.address_detail_ids = None
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lead.contact_detail_ids = None
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lead.selected_address_id = False
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if lead.partner_id:
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addresses = lead.partner_id.child_ids.filtered(lambda p: p.type == 'other')
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addresses.is_selected = False
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for address in addresses:
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for contact in address.child_ids.filtered(lambda c: c.type == 'contact'):
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contact.show_in_contact_detail = True
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@api.depends('address_detail_ids.child_ids', 'address_detail_ids.child_ids.show_in_contact_detail')
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def _compute_contact_details(self):
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for lead in self:
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if lead.address_detail_ids:
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lead.contact_detail_ids = lead.address_detail_ids.child_ids.filtered(lambda c: c.type == 'contact' and c.show_in_contact_detail)
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else:
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lead.contact_detail_ids = None
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def _inverse_contact_details(self):
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for lead in self:
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all_contacts = lead.address_detail_ids.child_ids.filtered(lambda c: c.type == 'contact')
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# Remove contacts
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removed_contacts = all_contacts - lead.contact_detail_ids
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for contact in removed_contacts:
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if contact.show_in_contact_detail:
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contact.show_in_contact_detail = False
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# Add contacts
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for contact in lead.contact_detail_ids:
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if not contact.show_in_contact_detail:
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contact.show_in_contact_detail = True
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@api.depends('address_detail_ids.is_selected')
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def _compute_single_address_selection(self):
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"""Ensure only one address is selected at a time."""
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for lead in self:
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selected_addresses = lead.address_detail_ids.filtered(lambda p: p.is_selected)
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if selected_addresses:
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latest_address = selected_addresses[-1]
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for address in lead.address_detail_ids:
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if address != latest_address:
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address.is_selected = False
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lead.selected_address_id = latest_address
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else:
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lead.selected_address_id = False

‎crm_contact_details/models/res_partner.py

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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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class Partner(models.Model):
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_inherit = 'res.partner'
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is_selected = fields.Boolean(string="Selected Address", default=False)
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show_in_contact_detail = fields.Boolean(string="Show in Contact Detail", default=True)
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def default_get(self, fields_list):
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defaults = super().default_get(fields_list)
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lead_id = self.env.context.get('default_lead_id')
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type = self.env.context.get('default_type')
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company_type = self.env.context.get('default_company_type')
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parent_id = self.env.context.get('default_parent_id')
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if lead_id:
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defaults.update(
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parent_id = parent_id,
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type = type,
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company_type = company_type,
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user_id = self.env.user.id,
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)
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return defaults
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@api.model_create_multi
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def create(self, vals_list):
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partners = super().create(vals_list)
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for partner, vals in zip(partners, vals_list):
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if partner.type == 'contact' and partner.parent_id:
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vals['parent_id'] = partner.parent_id.id
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partner._fields_sync(vals)
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return partners

‎crm_contact_details/views/crm_lead_views.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<record id="crm_lead_view_form_inherit" model="ir.ui.view">
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<field name="name">crm.lead.view.form.inherit</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_form"></field>
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<field name="arch" type="xml">
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<xpath expr="//page[@name='lead']" position="after">
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<page name="details" string="Contact details" invisible="type == 'lead'">
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<!-- Address Details Section -->
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<field name="address_detail_ids"
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string="Address Detail"
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readonly="partner_id == False"
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context="{'default_parent_id': partner_id, 'default_company_type': 'company', 'default_type': 'other', 'default_lead_id': id}">
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<list editable="bottom">
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<field name="is_selected" widget="boolean" nolabel="1" options="{'on_change':1}"/>
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<field name="name" readonly="1"/>
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<field name="phone" readonly="1"/>
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<field name="mobile" readonly="1"/>
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<field name="email" readonly="1"/>
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<field name="user_id" readonly="1"/>
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<field name="street" readonly="1"/>
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<field name="city" readonly="1"/>
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<field name="state_id" readonly="1"/>
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<field name="country_id" readonly="1"/>
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<field name="company_id" readonly="1"/>
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</list>
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<form>
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<sheet>
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<group>
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<group>
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<field name="name" string="Contact Name" placeholder="e.g. New Address"/>
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<label for="street" string="Address"/>
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<div class="o_address_format" name="div_address">
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<field name="street" placeholder="Street..." class="o_address_street"/>
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<field name="street2" placeholder="Street 2..." class="o_address_street"/>
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<field name="city" placeholder="City" class="o_address_city"/>
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<field name="state_id" class="o_address_state" placeholder="State" options="{'no_open': True, 'no_quick_create': True}" context="{'country_id': country_id, 'default_country_id': country_id, 'zip': zip}"/>
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<field name="zip" placeholder="ZIP" class="o_address_zip"/>
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<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
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</div>
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</group>
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<group>
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<field name="email" widget="email"/>
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<field name="phone" widget="phone"/>
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<field name="mobile" widget="phone"/>
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<field name="company_id" invisible="1"/>
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</group>
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</group>
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</sheet>
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</form>
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</field>
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<!-- Contact Details Section -->
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<field name="contact_detail_ids"
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string="Contact Detail"
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domain="[('parent_id', '=', selected_address_id), ('type', '=', 'contact')]"
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readonly="selected_address_id == False"
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context="{'default_parent_id': selected_address_id, 'default_company_type': 'person', 'default_type': 'contact', 'default_lead_id': id}">
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<list editable="bottom">
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<field name="name"/>
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<field name="function"/>
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<field name="phone"/>
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<field name="email"/>
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<field name="user_id"/>
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<field name="street"/>
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<field name="city"/>
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<field name="state_id"/>
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<field name="country_id"/>
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<field name="company_id"/>
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</list>
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<form>
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<sheet>
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<group>
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<group>
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<field name="name" string="Contact Name" required="True" placeholder="e.g. New Address"/>
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<field name="title" options="{'no_open': True}" placeholder="e.g. Mr."/>
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<field name="function" placeholder="e.g. Sales Director"/>
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</group>
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<group>
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<field name="email" widget="email"/>
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<field name="phone" widget="phone"/>
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<field name="mobile" widget="phone"/>
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<field name="company_id" invisible="1"/>
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</group>
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</group>
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</sheet>
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</form>
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</field>
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</page>
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</xpath>
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</field>
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</record>
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</odoo>

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