Add partner_default_properties addon with default fiscal position and payment terms for new customers

This commit is contained in:
Kristof Bernaert
2026-04-13 18:49:53 +02:00
parent b0255bbe86
commit 0fbbeb506a
6 changed files with 134 additions and 0 deletions
@@ -0,0 +1,49 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="res_config_settings_view_form_inherit_partner_defaults" model="ir.ui.view">
<field name="name">res.config.settings.view.form.inherit.partner.defaults</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="sale.res_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@data-key='sale_management']" position="inside">
<h2 class="mt32">Default Customer Properties</h2>
<div class="row mt16 o_settings_container">
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane"/>
<div class="o_setting_right_pane">
<span class="o_form_label">Default Fiscal Position</span>
<span class="fa fa-lg fa-building-o"
title="Values set here are company-specific."
aria-label="Values set here are company-specific."
groups="base.group_multi_company"
role="img"/>
<div class="text-muted">
Applied automatically to new customers
</div>
<div class="content-group mt8">
<field name="customer_fiscal_position_id"/>
</div>
</div>
</div>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane"/>
<div class="o_setting_right_pane">
<span class="o_form_label">Default Payment Terms</span>
<span class="fa fa-lg fa-building-o"
title="Values set here are company-specific."
aria-label="Values set here are company-specific."
groups="base.group_multi_company"
role="img"/>
<div class="text-muted">
Applied automatically to new customers
</div>
<div class="content-group mt8">
<field name="customer_payment_term_id"/>
</div>
</div>
</div>
</div>
</xpath>
</field>
</record>
</odoo>