CRM Action

crm_action · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.1.0
    Category
    Others
    Folder size
    0.02 MB
    License
    AGPL-3
    Application
    Yes
    Auto-installable
    No
    Website
    None
    Last tracking update
    2026-08-07 07:17:43
    Authors
    Savoir-faire Linux, Odoo Community Association (OCA)
    Maintainers
    Savoir-faire Linux, Odoo Community Association (OCA)
    Committers
    Pedro M. Baeza, Stéphane Bidoul (ACSONE)
    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
    None
    System dependencies
    None
    Required by
    None
    Description
    
    
    

    


    

    Code Analysis ⓘ
    

    Views touched (8)
    


    

    
    
    XML IDNameModelTypeStatus
    
    
        
        
    
            crm_case_action_button_form_view
            CRM - Leads Action Button
            crm.lead
            form
            
                
                Inherits crm.crm_case_form_view_leads
                
            
        
    
        
        
    
            crm_case_form_view_oppor
            CRM - Leads Form
            crm.lead
            form
            
                
                Inherits crm.crm_case_form_view_oppor
                
            
        
    
        
        
    
            crm_case_form_view_oppor
            CRM - Leads Form
            crm.lead
            form
            
                
                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
                
            
        
    
        
        

    

    



    HTTP endpoints (0)
    


    No HTTP endpoints found for this module.
    



    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)
                        
                        
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    

    


    
    
    
    
    
    
    
    
    
        
    Loading…
    
    
    
    
    
    
    
    
    
        
    Loading…