Module: crm_action - Odoo Module Metadata

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CRM Action

crm_action

REPOSITORY
REPOSITORY	OCA/crm
GIT
GIT	https://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/crm/tree/10.0/crm_action
VERSION
VERSION	1.1.0
CATEGORY
CATEGORY	Others
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	Yes
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Savoir-faire Linux
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Savoir-faire Linux
COMMITTERS
COMMITTERS	Pedro M. Baeza, Stéphane Bidoul (ACSONE)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:19:54
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_crm - sale - sales_team - base - mail - base_setup - web_kanban - web - bus - web_tour - account - product - decimal_precision - report - analytic - web_planner - procurement - crm - base_action_rule - resource - calendar - web_calendar - fetchmail - utm - web_kanban_gauge
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`crm_case_action_button_form_view`	CRM - Leads Action Button	crm.lead	div	Inherits crm.crm_case_form_view_leads
`crm_case_form_view_oppor`	CRM - Leads Form	crm.lead	div	Inherits crm.crm_case_form_view_oppor
`crm_case_form_view_oppor`	CRM - Leads Form	crm.lead	div	Inherits crm.crm_case_form_view_oppor
`view_action_form`	crm.action.form	crm.action	form	New
`view_action_tree`	crm.action.tree	crm.action	tree	New
`view_action_type_tree`	crm.action.type.tree	crm.action.type	tree	New
`view_crm_action_filter`	CRM - Actions	crm.action	search	New
`view_crm_action_type_filter`	CRM - Actions	crm.action.type	search	New

Models touched (3)

New fields (7)

action_type Many2one → crm.action.type
default=default_action_type required=True string='Type' args: 'crm.action.type'
date Date
default=fields.Date.context_today required=True args: 'Date'
details Text
args: 'Details'
lead_id Many2one → crm.lead
ondelete='cascade' string='Lead' args: 'crm.lead'
partner_id Many2one → res.partner
string='Customer' args: 'res.partner'
state Selection
default='draft' required=True string='Status' args: [('draft', 'Draft'), ('done', 'Done')]
user_id Many2one → res.users
default=<expr> required=True string='User' args: 'res.users'

Public methods (5)

button_confirm(self)
@api.multi
button_set_to_draft(self)
@api.multi
check_change(self)
@api.onchange('lead_id')
default_action_type(self)
search_action_types(self)

New fields (3)

is_active Boolean
default=True args: 'Active'
name Char
required=True translate=True args: 'Name'
priority Integer
default=0 required=True args: 'Priority'

Public methods (0)

No public methods.

New fields (2)

action_ids One2many → crm.action
string='Actions' args: 'crm.action', 'lead_id'
actions_count Integer
compute='count_actions'

Public methods (2)

button_actions(self)
@api.multi
count_actions(self)

REPOSITORY
REPOSITORY	OCA/crm
GIT
GIT	https://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/crm/tree/9.0/crm_action
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	CRM
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	Yes
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA), Savoir-faire Linux
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA), Savoir-faire Linux
COMMITTERS
COMMITTERS	Pedro M. Baeza, Stéphane Bidoul (ACSONE), cubells, OCA Transbot, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - bus - sales_team - calendar - web_calendar - fetchmail - utm - marketing - web_tip - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (9)

XML ID	Name	Model	Type	Status
`crm_case_action_button_form_view`	CRM - Leads Action Button	crm.lead	div	Inherits crm.crm_case_form_view_leads
`crm_case_form_view_oppor`	CRM - Opportunity Form	crm.lead	div	Inherits crm.crm_case_form_view_oppor
`view_action_form`	crm.action.form	crm.action	form	New
`view_action_tree`	crm.action.tree	crm.action	tree	New
`view_action_type_form`	crm.action.type.form	crm.action.type	form	New
`view_action_type_tree`	crm.action.type.tree	crm.action.type	tree	New
`view_crm_action_calendar`	crm.action.calendar	crm.action	calendar	New
`view_crm_action_filter`	CRM - Actions	crm.action	search	New
`view_crm_action_type_filter`	CRM - Actions	crm.action.type	search	New

Models touched (3)

New fields (9)

action_type_id Many2one → crm.action.type
comodel_name='crm.action.type' default=default_action_type required=True string='Type'
company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date Date
default=fields.Date.context_today required=True
details Text
display_name Char
compute='compute_display_name' readonly=True store=True
lead_id Many2one → crm.lead
comodel_name='crm.lead' ondelete='cascade' string='Lead'
partner_id Many2one → res.partner
comodel_name='res.partner' string='Customer'
state Selection
default='draft' readonly=True required=True selection=[('draft', 'Todo'), ('done', 'Done')] string='Status'
user_id Many2one → res.users
comodel_name='res.users' default=<expr> required=True string='User'

Public methods (6)

button_confirm(self)
@api.multi
button_set_to_draft(self)
@api.multi
check_change(self)
@api.onchange('lead_id')
compute_display_name(self)
@api.multi@api.depends('action_type_id.name', 'details')
default_action_type(self)
search_action_types(self)

New fields (3)

active Boolean
default=True
name Char
required=True string='Name' translate=True
priority Integer
default=0 required=True string='Priority'

Public methods (0)

No public methods.

New fields (5)

action_ids One2many → crm.action
comodel_name='crm.action' inverse_name='lead_id' string='Actions'
actions_count Integer
compute='compute_count_actions'
date_action Date
readonly=True related='next_action_id.date' store=True
next_action_id Many2one → crm.action
comodel_name='crm.action' compute='compute_next_action' readonly=True store=True string='Next Action'
title_action Char
readonly=True related='next_action_id.display_name' store=True

Public methods (3)

compute_count_actions(self)
compute_next_action(self)
@api.multi@api.depends('action_ids.date', 'action_ids.display_name', 'action_ids.state')
next_action_done(self)
@api.multi

REPOSITORY
REPOSITORY	OCA/crm
GIT
GIT	https://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/crm/tree/8.0/crm_action
VERSION
VERSION	1.2.0
CATEGORY
CATEGORY	CRM
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	Yes
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Savoir-faire Linux
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Savoir-faire Linux
COMMITTERS
COMMITTERS	Stéphane Bidoul, Alexis de Lattre, Pedro M. Baeza, GitHub, Stéphane Bidoul (ACSONE), OCA Transbot, dufresnedavid, Jordi Riera, oca-travis, Weblate, OCA-git-bot, Kiko Peiro
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:11:20
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - sales_team - web_kanban_sparkline - email_template - calendar - web_calendar - board - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (9)

XML ID	Name	Model	Type	Status
`crm_case_action_button_form_view`	CRM - Leads Action Button	crm.lead	div	Inherits crm.crm_case_form_view_leads
`crm_case_form_view_oppor`	CRM - Opportunity Form	crm.lead	div	Inherits crm.crm_case_form_view_oppor
`view_action_form`	crm.action.form	crm.action	form	New
`view_action_tree`	crm.action.tree	crm.action	tree	New
`view_action_type_form`	crm.action.type.form	crm.action.type	form	New
`view_action_type_tree`	crm.action.type.tree	crm.action.type	tree	New
`view_crm_action_calendar`	crm.action.calendar	crm.action	calendar	New
`view_crm_action_filter`	CRM - Actions	crm.action	search	New
`view_crm_action_type_filter`	CRM - Actions	crm.action.type	search	New

Models touched (3)

New fields (9)

action_type_id Many2one → crm.action.type
default=default_action_type required=True string='Type' args: 'crm.action.type'
company_id Many2one → res.company
default=<expr> string='Company' args: 'res.company'
date Date
default=fields.Date.context_today required=True args: 'Date'
details Text
args: 'Details'
display_name Char
compute='compute_display_name' readonly=True store=True
lead_id Many2one → crm.lead
ondelete='cascade' string='Lead' args: 'crm.lead'
partner_id Many2one → res.partner
string='Customer' args: 'res.partner'
state Selection
default='draft' readonly=True required=True string='Status' args: [('draft', 'Todo'), ('done', 'Done')]
user_id Many2one → res.users
default=<expr> required=True string='User' args: 'res.users'

Public methods (6)

button_confirm(self)
@api.multi
button_set_to_draft(self)
@api.multi
check_change(self)
@api.onchange('lead_id')
compute_display_name(self)
@api.multi@api.depends('action_type_id.name', 'details')
default_action_type(self)
search_action_types(self)

New fields (3)

active Boolean
default=True args: 'Active'
name Char
required=True translate=True args: 'Name'
priority Integer
default=0 required=True args: 'Priority'

Public methods (0)

No public methods.

New fields (5)

action_ids One2many → crm.action
string='Actions' args: 'crm.action', 'lead_id'
actions_count Integer
compute='count_actions'
date_action Date
readonly=True related='next_action_id.date' store=True
next_action_id Many2one → crm.action
compute='compute_next_action' readonly=True store=True string='Next Action' args: 'crm.action'
title_action Char
readonly=True related='next_action_id.display_name' store=True

Public methods (3)

compute_next_action(self)
@api.multi@api.depends('action_ids.date', 'action_ids.display_name', 'action_ids.state')
count_actions(self)
next_action_done(self)
@api.multi

CRM Action

Code Analysis

Views touched (8)

Models touched (3)

crm.action New model Model 7 fields 5 methods CrmAction · CRM Action

crm.action.type New model Model 3 fields 0 methods CrmActionType · CRM Action Type

crm.lead Extends Model 2 fields 2 methods CrmLead · inherits crm.lead

Code Analysis

Views touched (9)

Models touched (3)

crm.action New model Model 9 fields 6 methods CrmAction · CRM Action

crm.action.type New model Model 3 fields 0 methods CrmActionType · CRM Action Type

crm.lead Extends Model 5 fields 3 methods CrmLead · inherits crm.lead

Code Analysis

Views touched (9)

Models touched (3)

crm.action New model Model 9 fields 6 methods CrmAction · CRM Action

crm.action.type New model Model 3 fields 0 methods CrmActionType · CRM Action Type

crm.lead Extends Model 5 fields 3 methods CrmLead · inherits crm.lead