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[MIG] crm_usability from v10 to v14

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New module sales_team_usability (remove translation on crm.tag, which
was in crm_usability in v10)
This commit is contained in:
Alexis de Lattre
2021-11-18 10:43:53 +01:00
parent 600acd2f26
commit 878db1d0a1
12 changed files with 80 additions and 108 deletions
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4
crm_usability/__init__.py
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@@ -1,3 +1 @@
# -*- coding: utf-8 -*-
from . import crm
from . import models

14
crm_usability/__manifest__.py
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@@ -1,11 +1,10 @@
# -*- coding: utf-8 -*-
# © 2016 Akretion (http://www.akretion.com)
# Copyright 2016-2021 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',
'version': '14.0.1.0.0',
'category': 'Customer Relationship Management',
'license': 'AGPL-3',
'summary': 'CRM usability enhancements',
@@ -13,11 +12,6 @@
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>.
""",
@@ -25,9 +19,7 @@ This module has been written by Alexis de Lattre from Akretion
'website': 'http://www.akretion.com',
'depends': ['crm'],
'data': [
#'wizard/base_partner_merge_view.xml',
'security/crm_security.xml',
'crm_view.xml',
'views/crm_lead.xml',
],
'installable': True,
}

35
crm_usability/crm.py
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@@ -1,35 +0,0 @@
# -*- 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
class CrmLeadTag(models.Model):
_inherit = 'crm.lead.tag'
name = fields.Char(translate=False)

43
crm_usability/crm_view.xml
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@@ -1,43 +0,0 @@
<?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>
<!-- SEARCH OPPOR -->
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">usability.crm.lead.opportunity.search</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="arch" type="xml">
<filter context="{'group_by':'team_id'}" position="after">
<filter name="customer_groupby" string="Customer" context="{'group_by': 'partner_id'}"/>
</filter>
</field>
</record>
</odoo>

1
crm_usability/models/__init__.py Normal file
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@@ -0,0 +1 @@
from . import crm_lead

13
crm_usability/models/crm_lead.py Normal file
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@@ -0,0 +1,13 @@
# Copyright 2017-2021 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 fields, models
class CrmLead(models.Model):
_inherit = 'crm.lead'
probability = fields.Float(tracking=100)
date_deadline = fields.Date(tracking=110)
name = fields.Char(tracking=1)

16
crm_usability/security/crm_security.xml
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@@ -1,16 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo noupdate="1">
<record id="crm_lead_multi_company_rule" model="ir.rule">
<field name="name">CRM Lead multi-company</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
</record>
</odoo>

22
crm_usability/views/crm_lead.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2017-2021 Akretion (http://www.akretion.com/)
@author: Alexis de Lattre <alexis.delattre@akretion.com>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo>
<!-- SEARCH OPPOR -->
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">usability.crm.lead.opportunity.search</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="arch" type="xml">
<filter name="saleschannel" position="after">
<filter name="partner_groupby" string="Customer" context="{'group_by': 'partner_id'}"/>
</filter>
</field>
</record>
</odoo>

1
sales_team_usability/__init__.py Normal file
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@@ -0,0 +1 @@
from . import models

27
sales_team_usability/__manifest__.py Normal file
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@@ -0,0 +1,27 @@
# Copyright 2021 Akretion France (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': 'Sales Teams Usability',
'version': '14.0.1.0.0',
'category': 'Sales/Sales',
'license': 'AGPL-3',
'summary': 'Sales Teams usability enhancements',
'description': """
Sales Teams Usability
=====================
The usability improvements include:
* set 'name' field of crm.tag un-translatable
This module has been written by Alexis de Lattre from Akretion
<alexis.delattre@akretion.com>.
""",
'author': 'Akretion',
'website': 'http://www.akretion.com',
'depends': ['sales_team'],
'data': [],
'installable': True,
}

1
sales_team_usability/models/__init__.py Normal file
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@@ -0,0 +1 @@
from . import crm_tag

11
sales_team_usability/models/crm_tag.py Normal file
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@@ -0,0 +1,11 @@
# Copyright 2021 Akretion France (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 fields, models
class CrmTag(models.Model):
_inherit = "crm.tag"
name = fields.Char(translate=False)