Module: budget_crm - Odoo Module Metadata

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Budget CRM

budget_crm

REPOSITORY
REPOSITORY	OCA/account-budgeting
GIT
GIT	https://github.com/OCA/account-budgeting.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/account-budgeting/tree/10.0/budget_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Generic Modules/Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Camptocamp
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Camptocamp
COMMITTERS
COMMITTERS	Pedro M. Baeza
WEBSITE
WEBSITE	http://camptocamp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:19:54
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/account-analytic: - analytic_multicurrency OCA/account-budgeting: - budget odoo/odoo: - base - account - base_setup - web_kanban - web - product - decimal_precision - mail - bus - web_tour - report - analytic - web_planner - crm - base_action_rule - resource - sales_team - calendar - web_calendar - fetchmail - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Budget CRM ========== This module depends on the OCA module "budget", not on the Odoo core account_budget module. It provides a link in the drop down menu of the Opportunities to generate automatically budget lines from them. The information used to generate the budget lines is found as follows: * The active Budget Version is the one selected in the Company * The number of lines to generate comes from the Months field of the Opportunity * The amount of every line is the expected revenue of the Opportunity, divided by the number of months * The first line starts on the 1st of the month after the Expected Date of the Opportunity and ends on the last day of the month * The other lines start end end in the following months * The name comes from the name of the opportunity, with also the year and month. * The Analytic Account comes from the Lead, where by default it comes from the Sales Team * The Budget Item comes from the Lead, where by default it comes from the Stage. * The Currency comes from the current Budget Version (in the Company) The generated Budget Lines are linked to the Opportunity and can be seen in the new Budget tab. They can coexist vith existing budget lines in the same Version. The next time the synchronization is run, the budget lines previously linked to the Opportunity are deleted. Existing lines are not affected.

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`budget_line_form`		budget.line	group	Inherits budget.view_budget_line_form
`company_form`		res.company	notebook	Inherits base.view_company_form
`crm_case_kanban_view_oppor_curr`	Opportunities	crm.lead	data	Inherits crm.crm_case_kanban_view_leads
`crm_case_tree_view_oppor_curr`	Opportunities Tree	crm.lead	data	Inherits crm.crm_case_tree_view_oppor
`crm_to_budget_wizard_form`		crm.to.budget.wizard	form	New
`opportunity_form`		crm.lead	field	Inherits crm.crm_case_form_view_oppor
`stage_form`		crm.case.stage	field	Inherits crm.crm_case_stage_form
`team_form`		crm.case.section	notebook	Inherits crm.crm_case_section_view_form

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

write(self, cr, uid, ids, vals, context=None)
Get the budget item from the stage. The clickable progressbar does not run on_change, apparently.

New fields (0)

No new fields.

Public methods (1)

do_compute(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/account-budgeting
GIT
GIT	https://github.com/OCA/account-budgeting.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/account-budgeting/tree/9.0/budget_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Generic Modules/Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Camptocamp
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Camptocamp
COMMITTERS
COMMITTERS
WEBSITE
WEBSITE	http://camptocamp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/account-analytic: - analytic_multicurrency OCA/account-budgeting: - budget odoo/odoo: - base - account - base_setup - web_kanban - web - product - decimal_precision - mail - bus - report - analytic - web_tip - web_planner - crm - base_action_rule - resource - sales_team - calendar - web_calendar - fetchmail - utm - marketing
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Budget CRM ========== This module depends on the OCA module "budget", not on the Odoo core account_budget module. It provides a link in the drop down menu of the Opportunities to generate automatically budget lines from them. The information used to generate the budget lines is found as follows: * The active Budget Version is the one selected in the Company * The number of lines to generate comes from the Months field of the Opportunity * The amount of every line is the expected revenue of the Opportunity, divided by the number of months * The first line starts on the 1st of the month after the Expected Date of the Opportunity and ends on the last day of the month * The other lines start end end in the following months * The name comes from the name of the opportunity, with also the year and month. * The Analytic Account comes from the Lead, where by default it comes from the Sales Team * The Budget Item comes from the Lead, where by default it comes from the Stage. * The Currency comes from the current Budget Version (in the Company) The generated Budget Lines are linked to the Opportunity and can be seen in the new Budget tab. They can coexist vith existing budget lines in the same Version. The next time the synchronization is run, the budget lines previously linked to the Opportunity are deleted. Existing lines are not affected.

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`budget_line_form`		budget.line	group	Inherits budget.view_budget_line_form
`company_form`		res.company	notebook	Inherits base.view_company_form
`crm_case_kanban_view_oppor_curr`	Opportunities	crm.lead	data	Inherits crm.crm_case_kanban_view_leads
`crm_case_tree_view_oppor_curr`	Opportunities Tree	crm.lead	data	Inherits crm.crm_case_tree_view_oppor
`crm_to_budget_wizard_form`		crm.to.budget.wizard	form	New
`opportunity_form`		crm.lead	field	Inherits crm.crm_case_form_view_oppor
`stage_form`		crm.case.stage	field	Inherits crm.crm_case_stage_form
`team_form`		crm.case.section	notebook	Inherits crm.crm_case_section_view_form

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

write(self, cr, uid, ids, vals, context=None)
Get the budget item from the stage. The clickable progressbar does not run on_change, apparently.

New fields (0)

No new fields.

Public methods (1)

do_compute(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/account-budgeting
GIT
GIT	https://github.com/OCA/account-budgeting.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/account-budgeting/tree/8.0/budget_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Generic Modules/Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Camptocamp
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Camptocamp
COMMITTERS
COMMITTERS	Stéphane Bidoul, Damien Crier
WEBSITE
WEBSITE	http://camptocamp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:11:20
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/account-analytic: - analytic_multicurrency OCA/account-budgeting: - budget odoo/odoo: - base - account - base_setup - web_kanban - web - product - decimal_precision - mail - report - analytic - board - edi - email_template - account_analytic_analysis - hr_timesheet_invoice - hr_timesheet - hr - resource - hr_attendance - sale - sales_team - web_kanban_sparkline - account_voucher - procurement - crm - base_action_rule - calendar - web_calendar - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Budget CRM ========== This module depends on the OCA module "budget", not on the Odoo core account_budget module. It provides a link in the drop down menu of the Opportunities to generate automatically budget lines from them. The information used to generate the budget lines is found as follows: * The active Budget Version is the one selected in the Company * The number of lines to generate comes from the Months field of the Opportunity * The amount of every line is the expected revenue of the Opportunity, divided by the number of months * The first line starts on the 1st of the month after the Expected Date of the Opportunity and ends on the last day of the month * The other lines start end end in the following months * The name comes from the name of the opportunity, with also the year and month. * The Analytic Account comes from the Lead, where by default it comes from the Sales Team * The Budget Item comes from the Lead, where by default it comes from the Stage. * The Currency comes from the current Budget Version (in the Company) The generated Budget Lines are linked to the Opportunity and can be seen in the new Budget tab. They can coexist vith existing budget lines in the same Version. The next time the synchronization is run, the budget lines previously linked to the Opportunity are deleted. Existing lines are not affected.

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`budget_line_form`		budget.line	group	Inherits budget.view_budget_line_form
`company_form`		res.company	notebook	Inherits base.view_company_form
`crm_case_kanban_view_oppor_curr`	Opportunities	crm.lead	data	Inherits crm.crm_case_kanban_view_leads
`crm_case_tree_view_oppor_curr`	Opportunities Tree	crm.lead	data	Inherits crm.crm_case_tree_view_oppor
`crm_to_budget_wizard_form`		crm.to.budget.wizard	form	New
`opportunity_form`		crm.lead	field	Inherits crm.crm_case_form_view_oppor
`stage_form`		crm.case.stage	field	Inherits crm.crm_case_stage_form
`team_form`		crm.case.section	notebook	Inherits sales_team.crm_case_section_view_form

Models touched (7)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

make_active(self)
@api.multi

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

write(self, cr, uid, ids, vals, context=None)
Get the budget item from the stage. The clickable progressbar does not run on_change, apparently.

New fields (0)

No new fields.

Public methods (1)

do_compute(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/account-budgeting
GIT
GIT	https://github.com/OCA/account-budgeting.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/account-budgeting/tree/7.0/budget_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Generic Modules/Accounting
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Camptocamp
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Camptocamp
COMMITTERS
COMMITTERS	Alexandre Fayolle, vrenaville
WEBSITE
WEBSITE	http://camptocamp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:07:13
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/account-analytic: - analytic_multicurrency OCA/account-budgeting: - budget odoo/odoo: - base - account - base_setup - web_kanban - web - product - process - decimal_precision - mail - analytic - board - edi - email_template - account_analytic_analysis - hr_timesheet_invoice - hr_timesheet - hr - resource - hr_attendance - sale - account_voucher - crm - base_action_rule - base_status - base_calendar - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Budget CRM ========== This module depends on the OCA module "budget", not on the Odoo core account_budget module. It provides a link in the drop down menu of the Opportunities to generate automatically budget lines from them. The information used to generate the budget lines is found as follows: * The active Budget Version is the one selected in the Company * The number of lines to generate comes from the Months field of the Opportunity * The amount of every line is the expected revenue of the Opportunity, divided by the number of months * The first line starts on the 1st of the month after the Expected Date of the Opportunity and ends on the last day of the month * The other lines start end end in the following months * The name comes from the name of the opportunity, with also the year and month. * The Analytic Account comes from the Lead, where by default it comes from the Sales Team * The Budget Item comes from the Lead, where by default it comes from the Stage. * The Currency comes from the current Budget Version (in the Company) The generated Budget Lines are linked to the Opportunity and can be seen in the new Budget tab. They can coexist vith existing budget lines in the same Version. The next time the synchronization is run, the budget lines previously linked to the Opportunity are deleted. Existing lines are not affected.

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`budget_line_form`		budget.line	group	Inherits budget.view_budget_line_form
`company_form`		res.company	notebook	Inherits base.view_company_form
`crm_case_kanban_view_oppor_curr`	Opportunities	crm.lead	data	Inherits crm.crm_case_kanban_view_leads
`crm_case_tree_view_oppor_curr`	Opportunities Tree	crm.lead	data	Inherits crm.crm_case_tree_view_oppor
`crm_to_budget_wizard_form`		crm.to.budget.wizard	form	New
`opportunity_form`		crm.lead	field	Inherits crm.crm_case_form_view_oppor
`stage_form`		crm.case.stage	field	Inherits crm.crm_case_stage_form
`team_form`		crm.case.section	notebook	Inherits crm.crm_case_section_view_form

Models touched (6)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

write(self, cr, uid, ids, vals, context=None)
Get the budget item from the stage. The clickable progressbar does not run on_change, apparently.

New fields (0)

No new fields.

Public methods (1)

do_compute(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (0)

No public methods.

Budget CRM

Code Analysis

Views touched (8)

Models touched (6)

budget.line Extends Model 0 fields 0 methods BudgetLine · inherits budget.line

crm.case.section Extends Model 0 fields 0 methods SalesTeam · inherits crm.case.section

crm.case.stage Extends Model 0 fields 0 methods Stage · inherits crm.case.stage

crm.lead Extends Model 0 fields 1 method Lead · inherits crm.lead

crm.to.budget.wizard New model TransientModel 0 fields 1 method CrmToBudgetWizard

res.company Extends Model 0 fields 0 methods Company · inherits res.company

Code Analysis

Views touched (8)

Models touched (6)

budget.line Extends Model 0 fields 0 methods BudgetLine · inherits budget.line

crm.case.section Extends Model 0 fields 0 methods SalesTeam · inherits crm.case.section

crm.case.stage Extends Model 0 fields 0 methods Stage · inherits crm.case.stage

crm.lead Extends Model 0 fields 1 method Lead · inherits crm.lead

crm.to.budget.wizard New model TransientModel 0 fields 1 method CrmToBudgetWizard

res.company Extends Model 0 fields 0 methods Company · inherits res.company

Code Analysis

Views touched (8)

Models touched (7)

budget.line Extends Model 0 fields 0 methods BudgetLine · inherits budget.line

budget.version Extends Model 0 fields 1 method BudgetVersion · inherits budget.version

crm.case.section Extends Model 0 fields 0 methods SalesTeam · inherits crm.case.section

crm.case.stage Extends Model 0 fields 0 methods Stage · inherits crm.case.stage

crm.lead Extends Model 0 fields 1 method Lead · inherits crm.lead

crm.to.budget.wizard New model TransientModel 0 fields 1 method CrmToBudgetWizard

res.company Extends Model 0 fields 0 methods Company · inherits res.company

Code Analysis

Views touched (8)

Models touched (6)

budget.line Extends Model 0 fields 0 methods BudgetLine · inherits budget.line

crm.case.section Extends Model 0 fields 0 methods SalesTeam · inherits crm.case.section

crm.case.stage Extends Model 0 fields 0 methods Stage · inherits crm.case.stage

crm.lead Extends Model 0 fields 1 method Lead · inherits crm.lead

crm.to.budget.wizard New model TransientModel 0 fields 1 method CrmToBudgetWizard

res.company Extends Model 0 fields 0 methods Company · inherits res.company