Work on usability of CRM

crm_usability/__init__.py

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+# -*- coding: utf-8 -*-
+
+from . import crm

crm_usability/__manifest__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Akretion (http://www.akretion.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+
+{
+    'name': 'CRM Usability',
+    'version': '10.0.1.0.0',
+    'category': 'Customer Relationship Management',
+    'license': 'AGPL-3',
+    'summary': 'CRM usability enhancements',
+    'description': """
+CRM Usability
+=============
+
+Some enhancements in the *Merge Partners* wizard:
+
+* take into account the unaccent option of the server config file
+* add optional group by on 'customer' and 'supplier' (active by default)
+
+This module has been written by Alexis de Lattre from Akretion
+<alexis.delattre@akretion.com>.
+    """,
+    'author': 'Akretion',
+    'website': 'http://www.akretion.com',
+    'depends': ['crm'],
+    'data': [
+        #'wizard/base_partner_merge_view.xml',
+        'crm_view.xml',
+        ],
+    'installable': True,
+}

crm_usability/crm.py

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+# -*- coding: utf-8 -*-
+# © 2017 Akretion (http://www.akretion.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+
+from odoo import models, fields, api
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    probability = fields.Float(track_visibility='onchange')
+    date_deadline = fields.Date(track_visibility='onchange')
+    # Change from 'always' to 'onchange'
+    planned_revenue = fields.Float(track_visibility='onchange')
+    type = fields.Selection(track_visibility='onchange')
+    name = fields.Char(track_visibility='onchange')
+    probable_revenue = fields.Monetary(
+        compute='_compute_probable_revenue',
+        string='Probable Revenue',
+        help="Probable Revenue = Expected Revenue x Probability",
+        currency_field='company_currency', readonly=True, store=True)
+
+    @api.multi
+    @api.depends('probability', 'planned_revenue')
+    def _compute_probable_revenue(self):
+        for lead in self:
+            rev_prob = lead.probability * lead.planned_revenue / 100.0
+            lead.probable_revenue = rev_prob

crm_usability/crm_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+<record id="crm_case_form_view_oppor" model="ir.ui.view">
+    <field name="name">usability.crm.lead.form.opportunity</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
+    <field name="arch" type="xml">
+        <field name="referred" position="after">
+            <field name="probable_revenue"/>
+        </field>
+    </field>
+</record>
+
+<record id="crm_case_tree_view_oppor" model="ir.ui.view">
+    <field name="name">usability.crm.lead.tree.opportunity</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
+    <field name="arch" type="xml">
+        <field name="probability" position="after">
+            <field name="probable_revenue" sum="Total Probable Revenue"/>
+        </field>
+    </field>
+</record>
+
+
+</odoo>