odoo/industry#2229

Created by Dharmil Goyani (dhgoy)

label

odoo-dev:master-real-estate-appointment-workflow-dhgoy

head

64fae2da1a18834676a196744efa06c86686ddfc

[IMP] real_estate: improve property appointment creation flow

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