Compare commits
2 Commits
18.0
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7d32cc3009
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7d32cc3009 | ||
| 98c8a49640 |
@@ -15,10 +15,10 @@ jobs:
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python-version: "3.11"
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python-version: "3.11"
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- name: Get python version
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- name: Get python version
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run: echo "PY=$(python -VV | sha256sum | cut -d' ' -f1)" >> $GITHUB_ENV
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run: echo "PY=$(python -VV | sha256sum | cut -d' ' -f1)" >> $GITHUB_ENV
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# - uses: actions/cache@v4
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- uses: actions/cache@v4
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# with:
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with:
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# path: ~/.cache/pre-commit
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path: ~/.cache/pre-commit
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# key: pre-commit|${{ env.PY }}|${{ hashFiles('.pre-commit-config.yaml') }}
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key: pre-commit|${{ env.PY }}|${{ hashFiles('.pre-commit-config.yaml') }}
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- name: Install pre-commit
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- name: Install pre-commit
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run: pip install pre-commit
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run: pip install pre-commit
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- name: Run pre-commit
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- name: Run pre-commit
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@@ -48,14 +48,8 @@ repos:
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bash -c 'oca-fix-manifest-website "https://git.elabore.coop/elabore/$(basename
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bash -c 'oca-fix-manifest-website "https://git.elabore.coop/elabore/$(basename
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$(git rev-parse --show-toplevel))"'
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$(git rev-parse --show-toplevel))"'
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- id: oca-gen-addon-readme
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- id: oca-gen-addon-readme
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entry:
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entry: bash -c 'oca-gen-addon-readme --addons-dir=. --branch=16.0 --repo-name=$(basename
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bash -c 'oca-gen-addon-readme
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$(git rev-parse --show-toplevel)) --org-name="Elabore" --if-source-changed --keep-source-digest'
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--addons-dir=.
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--branch=$(git symbolic-ref
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refs/remotes/origin/HEAD | sed "s@^refs/remotes/origin/@@")
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--repo-name=$(basename $(git rev-parse --show-toplevel))
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--org-name="Elabore"
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--if-source-changed --keep-source-digest'
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- repo: https://github.com/OCA/odoo-pre-commit-hooks
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- repo: https://github.com/OCA/odoo-pre-commit-hooks
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rev: v0.1.4
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rev: v0.1.4
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2
crm_usability_misc/.gitignore
vendored
2
crm_usability_misc/.gitignore
vendored
@@ -1,2 +1,2 @@
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*.*~
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*.*~
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*pyc
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*pyc
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@@ -1,45 +0,0 @@
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# CRM Usability Misc
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Various modifications of the CRM app to streamline the lead/opportunity form.
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## Installation
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Use the standard Odoo module installation procedure to install `crm_usability_misc`.
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### Dependencies
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- `base`
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- `crm`
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- `sales_team`
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## Description
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This module customizes the CRM lead/opportunity form view to simplify the layout and improve usability:
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- **Hide Campaign and Medium fields** — Removes the entire Marketing group (`campaign_id`, `medium_id`) from the *Extra Information* tab.
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- **Move "Source" and "Referred by" under Tags** — Relocates the `source_id` and `referred` fields directly after the `tag_ids` field for better visibility.
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- **Move "Sales Team" under Phone** — Moves `team_id` from the *Misc* group to the main partner section (before `lost_reason_id`), with team creation and opening disabled (`no_open`, `no_create`).
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## Known Issues / Roadmap
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None yet.
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## Bug Tracker
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Bugs are tracked on [our issues page](https://github.com/elabore-coop/crm-tools/issues). In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed feedback.
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## Credits
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### Contributors
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- [Elabore](https://elabore.coop) — Laetitia Da Costa
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### Funders
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The development of this module has been financially supported by:
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- [Elabore](https://elabore.coop)
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### Maintainer
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This module is maintained by [Elabore](https://elabore.coop).
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51
crm_usability_misc/README.rst
Normal file
51
crm_usability_misc/README.rst
Normal file
@@ -0,0 +1,51 @@
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===============
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crm_usability_misc
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===============
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Various modification of CRM app
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Installation
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============
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Use Odoo normal module installation procedure to install
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``crm_usability_misc``.
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Description
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===========
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- Hide the Campaign and Medium fields
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- Hove “Source” and “Referred by” under Tags
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- Move “Sales team” under Phone
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Known issues / Roadmap
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======================
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None yet.
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Bug Tracker
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===========
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Bugs are tracked on `our issues website <https://github.com/elabore-coop/crm_usability_misc/issues>`_. In case of
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trouble, please check there if your issue has already been
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reported. If you spotted it first, help us smashing it by providing a
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detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
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Funders
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-------
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The development of this module has been financially supported by:
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* Elabore (https://elabore.coop)
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Maintainer
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----------
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This module is maintained by Elabore.
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@@ -2,17 +2,19 @@
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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{
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"name": "CRM Usability Misc",
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"name": "crm usability misc",
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"version": "18.0.1.0.0",
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"version": "16.0.1.0.0",
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"author": "Elabore",
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"author": "Elabore",
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"website": "https://elabore.coop",
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"website": "https://git.elabore.coop/elabore/crm-tools",
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"maintainer": "Elabore",
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"maintainer": "Elabore",
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"license": "AGPL-3",
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"license": "AGPL-3",
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"category": "CRM",
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"category": "CRM",
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"summary": "Various modifications of CRM app",
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"summary": "Various modifications of CRM app",
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# any module necessary for this one to work correctly
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# any module necessary for this one to work correctly
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"depends": [
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"depends": [
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"base","crm","sales_team",
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"base",
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"crm",
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"sales_team",
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],
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],
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# always loaded
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# always loaded
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"data": [
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"data": [
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@@ -1,4 +1,4 @@
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<?xml version="1.0" encoding="utf-8"?>
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<?xml version="1.0" encoding="utf-8" ?>
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<odoo>
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<odoo>
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<data>
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<data>
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<record id="crm_lead_form_inherit_usability_misc" model="ir.ui.view">
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<record id="crm_lead_form_inherit_usability_misc" model="ir.ui.view">
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@@ -7,16 +7,29 @@
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<field name="inherit_id" ref="crm.crm_lead_view_form" />
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<field name="inherit_id" ref="crm.crm_lead_view_form" />
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<field name="arch" type="xml">
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<field name="arch" type="xml">
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<!-- remove chapter Marketing in page Extra Information -->
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<!-- remove chapter Marketing in page Extra Information -->
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<xpath expr="//page[@name='lead']//field[@name='campaign_id']/ancestor::group[1]" position="replace" />
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<xpath
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expr="//page[@name='lead']//field[@name='campaign_id']/ancestor::group[1]"
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position="replace"
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/>
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<!-- move source_id and referred fields under Tags field -->
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<!-- move source_id and referred fields under Tags field -->
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<xpath expr="//field[@name='tag_ids']" position="after" >
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<xpath expr="//field[@name='tag_ids']" position="after">
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<field name="source_id"/>
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<field name="source_id" />
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<field name="referred"/>
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<field name="referred" />
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</xpath>
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</xpath>
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<!-- move team_id under Phone field -->
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<!-- move team_id under Phone field -->
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<xpath expr="//group[@name='Misc']//field[@name='team_id']" position="replace" />
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<xpath
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<xpath expr="//group[@name='opportunity_partner']//field[@name='lost_reason_id']" position="before" >
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expr="//group[@name='Misc']//field[@name='team_id']"
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<field name="team_id" options="{'no_open': True, 'no_create': True}" context="{'kanban_view_ref' : 'sales_team.crm_team_view_kanban'}"/>
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position="replace"
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/>
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<xpath
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expr="//group[@name='opportunity_partner']//field[@name='lost_reason_id']"
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position="before"
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>
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<field
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name="team_id"
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options="{'no_open': True, 'no_create': True}"
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context="{'kanban_view_ref' : 'sales_team.crm_team_view_kanban'}"
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/>
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</xpath>
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</xpath>
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</field>
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</field>
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</record>
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</record>
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Reference in New Issue
Block a user