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[IMP] real_estate: improve property appointment creation flow#2229

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[IMP] real_estate: improve property appointment creation flow#2229
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@dhgoy-odoo
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Appointment workflow:

  • Add an "Appointments" smart button on the property form view.
  • Display the total number of appointments linked to the property.
  • Open the property's related appointments when clicking on the smart button.
  • Redirect users to the created appointment records after clicking on the
    "Create Visit Link" button.

Demo data and test update:

  • Since the Agent field is mandatory for appointment creation, add x_agent_id in
    the demo property records.
  • Add x_agent_id in the property test data since the agent is required for visit
    link creation.

Bug fix:

Issue:

  • The "Create Appointment & Link" action was creating duplicate appointments
    and links even for properties whose link was already generated.

Steps to reproduce:

  • Open the property list view.
  • Select properties whose appointments are already created, and a link is
    generated.
  • Click on Actions -> "Create Appointment & Link".

Solution:

  • Skip properties whose link has already been generated when creating
    appointments/link from the server action menu.
  • Generate visit links and appointments only for selected properties whose links
    are not already generated, and show a validation message when all selected
    Properties already have existing links.

Task ID-6217777

@robodoo
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robodoo commented May 25, 2026

Pull request status dashboard

@C3POdoo C3POdoo requested a review from a team May 25, 2026 09:30
@dhgoy-odoo dhgoy-odoo force-pushed the master-real-estate-appointment-workflow-dhgoy branch 5 times, most recently from aeaccbc to 5656cd8 Compare May 26, 2026 10:32
Appointment workflow:
- Add an "Appointments" smart button on the property form view.
- Display the total number of appointments linked to the property.
- Open the property's related appointments when clicking on the smart button.
- Redirect users to the created appointment records after clicking on the
"Create Visit Link" button.

Demo data update:
- Since the Agent field is mandatory for appointment creation, add x_agent_id
in the demo property records.

Bug fix:

Issue:
- The "Create Appointment & Link" action was creating duplicate appointments
and link even for properties whose link was already generated.

Steps to reproduce:
- Open the property list view.
- Select properties whose appointments are already created, and a link is
generated.
- Click on Actions -> "Create Appointment & Link".

Solution:
- Skip properties whose link has already been generated when creating
appointments/link from the server action menu.
- Generate visit links and appointments only for selected properties whose links
are not already generated, and show a validation message when all selected
Properties already have existing links.

Task ID-6217777
@dhgoy-odoo dhgoy-odoo force-pushed the master-real-estate-appointment-workflow-dhgoy branch from 5656cd8 to 64fae2d Compare May 26, 2026 12:25
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2 participants