CRM Pro

Productivity enhancements for Odoo 19 CRM
Resizable chatter, email previews in kanban & list, and relative timestamps — small tweaks that make a big difference.

Note This project is under active development. Features and APIs may change without notice.

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Features

Chatter Resizer

Drag the boundary between the form and chatter to resize. Your preferred width is saved in the browser and persists across sessions.

• Works on any form view with a side chatter (XXL layout)
• Drag handle with visual feedback on hover
• Ratio saved per browser via localStorage
• Min/max bounds (20%–80%) prevent accidental collapse

Email Preview

See the latest email preview directly in kanban cards and list view — no need to open every lead.

• Shows the preview text of the most recent inbound email
• Truncated with CSS for clean display
• Hidden when no emails exist

Last Contact

Relative timestamp ("3 days ago") showing when the last message was posted on a lead.

• Computed from mail.message (emails and comments)
• Stored field — searchable, sortable, groupable
• Custom timeago OWL widget with tooltip showing the full date
• Updates automatically when new messages arrive

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Installation

Prerequisites

• Odoo 19 Enterprise with the CRM module installed

Optional dependency

For AI-powered features like smart field enrichment and auto-fill, install Pan AI Pro (pan_ai_pro). CRM Pro declares it as a dependency — install it first.

Odoo.sh

Add as a Git submodule:

git submodule add https://github.com/pantalytics/pan_crm_pro.git addons/pan_crm_pro
git commit -m "Add pan_crm_pro submodule"
git push

Self-hosted

Clone into your addons path:

cd /path/to/odoo/addons
git clone https://github.com/pantalytics/pan_crm_pro.git

Then install from Apps → search "CRM Pro".

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How It Works

Chatter Resizer

Patches FormRenderer to inject a drag handle between the form sheet and chatter panel. The handle listens for mouse events and adjusts the flex ratio of both panels. The ratio is persisted in localStorage so it survives page reloads.

FormRenderer.setup()
  → onMounted / onPatched
    → installResizer()
      → creates drag handle element
      → mousedown → track mousemove → apply flex ratio
      → mouseup → save to localStorage

Email Preview & Last Contact

Two computed fields on crm.lead:

Field	Type	Stored	Source
x_email_preview	Char	No	Latest mail.message with type=email
x_last_message_date	Datetime	Yes	Latest mail.message with type=email or comment

Both are displayed in inherited kanban and list views via XPath injection before tag_ids.

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File Structure

pan_crm_pro/
├── __manifest__.py
├── __init__.py
├── models/
│   └── crm_lead.py                 # Email preview + last contact fields
├── views/
│   └── crm_lead_views.xml          # Kanban + list view inheritance
├── static/
│   ├── description/
│   │   └── icon.png
│   └── src/
│       ├── js/
│       │   ├── chatter_resizer.js   # Drag-to-resize form/chatter
│       │   └── timeago_field.js     # "3 days ago" OWL widget
│       ├── xml/
│       │   └── timeago_field.xml    # Widget template
│       └── scss/
│           └── chatter_width.scss   # Drag handle styling
└── README.md

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Contributing

Contributions are welcome. Please open an issue or pull request on GitHub.

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License

LGPL-3 — Built by Pantalytics, Odoo implementation partner.