Prospect modules (different approch than the OCA module partner_prospect in sale-workflow)

base_partner_prospect/__init__.py

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

base_partner_prospect/__manifest__.py

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+# -*- coding: utf-8 -*-
+# © 2017 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).
+
+{
+    'name': 'Base Partner Prospect',
+    'version': '10.0.1.0.0',
+    'category': 'Partner',
+    'license': 'AGPL-3',
+    'summary': "Add boolean field 'Prospect' on partners",
+    'description': """
+Base Partner Prospect
+=====================
+
+This module adds a regular boolean field *Prospect* on partner form view.
+
+This module is a different implementation of the OCA module *partner_prospect* which adds the same field on partners: that module doesn't use a regular boolean field but a compute boolean field. I don't like this approch because I want to have manual control over that field and have a customer with prospect = False even if there is not sale order in Odoo for that customer.
+
+This module has been written by Alexis de Lattre from Akretion
+<alexis.delattre@akretion.com>.
+    """,
+    'author': 'Akretion',
+    'website': 'http://www.akretion.com',
+    'depends': ['base'],
+    'data': [
+        'partner_view.xml',
+        ],
+    'installable': True,
+}

base_partner_prospect/partner.py

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+# -*- coding: utf-8 -*-
+# © 2015-2016 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields, api, _
+from odoo.exceptions import ValidationError
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    prospect = fields.Boolean(
+        string='Is a Prospect', track_visibility='onchange')
+
+    @api.onchange('customer')
+    def prospect_customer_change(self):
+        if self.customer and self.prospect:
+            self.prospect = False
+
+    @api.onchange('prospect')
+    def prospect_change(self):
+        if self.prospect and self.customer:
+            self.customer = False
+
+    @api.constrains('customer', 'prospect')
+    def partner_prospect_check(self):
+        for partner in self:
+            if partner.customer and partner.prospect:
+                raise ValidationError(_(
+                    "Partner '%s' cannot be both a prospect and a customer")
+                    % self.name_get()[0][1])

base_partner_prospect/partner_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  © 2017 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>
+
+<record id="view_partner_form" model="ir.ui.view">
+    <field name="name">base_usability.title.on.partner.form</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form"/>
+    <field name="arch" type="xml">
+        <xpath expr="//page[@name='sales_purchases']//group[@name='sale']/field[@name='customer']" position="after">
+            <field name="prospect"/>
+        </xpath>
+    </field>
+</record>
+
+<record id="view_res_partner_filter" model="ir.ui.view">
+    <field name="name">base_usability.partner.search.form</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_res_partner_filter"/>
+    <field name="arch" type="xml">
+        <filter name="customer" position="after">
+            <filter name="prospect" string="Prospects" domain="[('prospect', '=', True), ('parent_id', '=', False)]"/>
+        </filter>
+    </field>
+</record>
+
+<record id="partner_prospect_action" model="ir.actions.act_window">
+    <field name="name">Prospects</field>
+    <field name="res_model">res.partner</field>
+    <field name="view_mode">tree,form,kanban</field>
+    <field name="context">{'default_prospect': 1, 'search_default_prospect': 1}</field>
+</record>
+
+<!-- I don't add a menu entry ; it should be added in custom module if needed -->
+
+</odoo>