[MIG] crm_usability_misc: migration to 18.0

.gitea/workflows/pre-commit.yml

@@ -15,10 +15,10 @@ jobs:
           python-version: "3.11"
       - name: Get python version
         run: echo "PY=$(python -VV | sha256sum | cut -d' ' -f1)" >> $GITHUB_ENV
-      - uses: actions/cache@v4
+      # - uses: actions/cache@v4
-        with:
+      #   with:
-          path: ~/.cache/pre-commit
+      #     path: ~/.cache/pre-commit
-          key: pre-commit|${{ env.PY }}|${{ hashFiles('.pre-commit-config.yaml') }}
+      #     key: pre-commit|${{ env.PY }}|${{ hashFiles('.pre-commit-config.yaml') }}
       - name: Install pre-commit
         run: pip install pre-commit
       - name: Run pre-commit

.pre-commit-config.yaml

@@ -48,8 +48,14 @@ repos:
           bash -c 'oca-fix-manifest-website "https://git.elabore.coop/elabore/$(basename
           $(git rev-parse --show-toplevel))"'
       - id: oca-gen-addon-readme
-        entry: bash -c 'oca-gen-addon-readme --addons-dir=. --branch=16.0 --repo-name=$(basename
+        entry:
-          $(git rev-parse --show-toplevel)) --org-name="Elabore" --if-source-changed --keep-source-digest'
+          bash -c 'oca-gen-addon-readme 
+          --addons-dir=. 
+          --branch=$(git symbolic-ref
+          refs/remotes/origin/HEAD | sed "s@^refs/remotes/origin/@@")
+          --repo-name=$(basename $(git rev-parse --show-toplevel))
+          --org-name="Elabore"
+          --if-source-changed --keep-source-digest'
 
   - repo: https://github.com/OCA/odoo-pre-commit-hooks
     rev: v0.1.4

crm_usability_misc/README.md

@@ -0,0 +1,45 @@
+# CRM Usability Misc
+
+Various modifications of the CRM app to streamline the lead/opportunity form.
+
+## Installation
+
+Use the standard Odoo module installation procedure to install `crm_usability_misc`.
+
+### Dependencies
+
+- `base`
+- `crm`
+- `sales_team`
+
+## Description
+
+This module customizes the CRM lead/opportunity form view to simplify the layout and improve usability:
+
+- **Hide Campaign and Medium fields** — Removes the entire Marketing group (`campaign_id`, `medium_id`) from the *Extra Information* tab.
+- **Move "Source" and "Referred by" under Tags** — Relocates the `source_id` and `referred` fields directly after the `tag_ids` field for better visibility.
+- **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`).
+
+## Known Issues / Roadmap
+
+None yet.
+
+## Bug Tracker
+
+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.
+
+## Credits
+
+### Contributors
+
+- [Elabore](https://elabore.coop) — Laetitia Da Costa
+
+### Funders
+
+The development of this module has been financially supported by:
+
+- [Elabore](https://elabore.coop)
+
+### Maintainer
+
+This module is maintained by [Elabore](https://elabore.coop).

crm_usability_misc/README.rst

@@ -1,51 +0,0 @@
-===============
-crm_usability_misc
-===============
-
-Various modification of CRM app
-
-Installation
-============
-
-Use Odoo normal module installation procedure to install
-``crm_usability_misc``.
-
-Description
-===========
-
-- Hide the Campaign and Medium fields
-- Hove “Source” and “Referred by” under Tags
-- Move “Sales team” under Phone
-
-Known issues / Roadmap
-======================
-
-None yet.
-
-Bug Tracker
-===========
-
-Bugs are tracked on `our issues website <https://github.com/elabore-coop/crm_usability_misc/issues>`_. In case of
-trouble, please check there if your issue has already been
-reported. If you spotted it first, help us smashing it by providing a
-detailed and welcomed feedback.
-
-Credits
-=======
-
-Contributors
-------------
-
-* `Elabore <mailto:laetitia.dacosta@elabore.coop>`
-
-Funders
--------
-
-The development of this module has been financially supported by:
-* Elabore (https://elabore.coop)
-
-
-Maintainer
-----------
-
-This module is maintained by Elabore.

crm_usability_misc/__manifest__.py

@@ -2,19 +2,17 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 {
-    "name": "crm usability misc",
+    "name": "CRM Usability Misc",
-    "version": "16.0.1.0.0",
+    "version": "18.0.1.0.0",
     "author": "Elabore",
-    "website": "https://git.elabore.coop/elabore/crm-tools",
+    "website": "https://elabore.coop",
     "maintainer": "Elabore",
     "license": "AGPL-3",
     "category": "CRM",
     "summary": "Various modifications of CRM app",
     # any module necessary for this one to work correctly
     "depends": [
-        "base",
+        "base","crm","sales_team",
-        "crm",
-        "sales_team",
     ],
     # always loaded
     "data": [

crm_usability_misc/views/crm_lead_views.xml

@@ -7,29 +7,16 @@
             <field name="inherit_id" ref="crm.crm_lead_view_form" />
             <field name="arch" type="xml">
                 <!-- remove chapter Marketing in page Extra Information -->
-                <xpath
+                <xpath expr="//page[@name='lead']//field[@name='campaign_id']/ancestor::group[1]" position="replace" />            
-                    expr="//page[@name='lead']//field[@name='campaign_id']/ancestor::group[1]"
-                    position="replace"
-                />
                 <!-- move source_id and referred fields under Tags field -->
                 <xpath expr="//field[@name='tag_ids']" position="after" >
                     <field name="source_id"/>
                     <field name="referred"/>
                 </xpath>
                 <!-- move team_id under Phone field -->
-                <xpath
+                <xpath expr="//group[@name='Misc']//field[@name='team_id']" position="replace" />
-                    expr="//group[@name='Misc']//field[@name='team_id']"
+                <xpath expr="//group[@name='opportunity_partner']//field[@name='lost_reason_id']" position="before" >
-                    position="replace"
+                    <field name="team_id" options="{'no_open': True, 'no_create': True}" context="{'kanban_view_ref' : 'sales_team.crm_team_view_kanban'}"/>
-                />
-                <xpath
-                    expr="//group[@name='opportunity_partner']//field[@name='lost_reason_id']"
-                    position="before"
-                >
-                    <field
-                        name="team_id"
-                        options="{'no_open': True, 'no_create': True}"
-                        context="{'kanban_view_ref' : 'sales_team.crm_team_view_kanban'}"
-                    />
                 </xpath>
             </field>
         </record>