CRM Lead Product

crm_lead_product · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.1
    Category
    Customer Relationship Management
    Folder size
    0.15 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 08:42:48
    Authors
    Odoo Community Association (OCA), ForgeFlow
    Maintainers
    Odoo Community Association (OCA), ForgeFlow
    Committers
    Enric Tobella, Weblate, OCA-git-bot, oca-ci, joelkm, Frédéric GRALL
    Odoo dependencies
    odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - product
    - uom
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module allows the user to link multiple products, product
categories or product templates to a lead or an opportunity in order to
be able to do a product demand forecasting taking into account the leads
and opportunities defined in Odoo.

Included in the product line there are two computed fields, the expected
revenue and prorated revenue. On one hand, the expected revenue is
computed as the selling price times the quantity. On the other hand, the
prorated revenue takes into account the probability of the opportunity
and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily
see in a pivot and graph view the relationship between products, stage
of the lead/opportunity and the expected or prorated revenue for that
product.

    Code Analysis ⓘ

    Views touched (6)
    XML IDNameModelTypeStatus
    crm_lead_view_form crm.lead.form - crm_lead_product crm.lead form Inherits crm.crm_lead_view_form
    crm_opportunity_report_view_graph crm.opportunity.report.graph crm.product.report graph New
    crm_opportunity_report_view_pivot crm.opportunity.report.pivot crm.product.report pivot New
    crm_opportunity_report_view_search crm.lead.search crm.product.report search New
    crm_opportunity_report_view_tree crm.opportunity.report.list crm.product.report list New
    view_tree_lead_line crm.lead.line.tree - crm_lead_product crm.lead.line list New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (3)

    New fields (1)
    • lead_line_ids One2many → crm.lead.line
      comodel_name='crm.lead.line' inverse_name='lead_id' string='Lead Lines'
    Public methods (0)

    No public methods.

    New fields (11)
    • category_id Many2one → product.category
      index=True string='Product Category' args: 'product.category'
    • company_currency Many2one → res.currency
      readonly=True related='lead_id.company_currency' string='Currency' args: 'res.currency'
    • expected_revenue Monetary
      compute='_compute_expected_revenue' compute_sudo=True currency_field='company_currency' store=True string='Expected revenue'
    • lead_id Many2one → crm.lead
      string='Lead' args: 'crm.lead'
    • name Char
      required=True translate=True args: 'Description'
    • price_unit Float
      digits='Product Price'
    • product_id Many2one → product.product
      domain=[('sale_ok', '=', True)] index=True string='Product' args: 'product.product'
    • product_qty Integer
      default=1 required=True string='Product Quantity'
    • product_tmpl_id Many2one → product.template
      index=True string='Product Template' args: 'product.template'
    • prorated_revenue Monetary
      compute='_compute_prorated_revenue' compute_sudo=True currency_field='company_currency' store=True string='Prorated revenue'
    • uom_id Many2one → uom.uom
      readonly=True string='Unit of Measure' args: 'uom.uom'
    Public methods (0)

    No public methods.

    New fields (24)
    • active Boolean
      readonly=True
    • campaign_id Many2one → utm.campaign
      readonly=True args: 'utm.campaign', 'Campaing'
    • category_id Many2one → product.category
      readonly=True args: 'product.category', 'Category'
    • company_id Many2one → res.company
      readonly=True args: 'res.company', 'Company'
    • country_id Many2one → res.country
      readonly=True args: 'res.country', 'Country'
    • create_date Datetime
      readonly=True
    • date_closed Datetime
      readonly=True args: 'Closed Date'
    • date_conversion Datetime
      readonly=True args: 'Conversion Date'
    • date_deadline Datetime
      readonly=True args: 'Deadline Date'
    • date_open Datetime
      readonly=True args: 'Open Date'
    • expected_revenue Float
      readonly=True
    • lost_reason_id Many2one → crm.lost.reason
      readonly=True args: 'crm.lost.reason'
    • name Char
      readonly=True args: 'Lead Name'
    • partner_id Many2one → res.partner
      readonly=True args: 'res.partner', 'Partner/Customer'
    • partner_name Char
      readonly=True args: 'Contact Name'
    • probability Float
      aggregator='avg' readonly=True
    • product_id Many2one → product.product
      readonly=True args: 'product.product', 'Product'
    • product_qty Integer
      readonly=True args: 'Product Quantity'
    • product_tmpl_id Many2one → product.template
      readonly=True args: 'product.template', 'Product Template'
    • prorated_revenue Float
      readonly=True
    • stage_id Many2one → crm.stage
      readonly=True args: 'crm.stage', 'Stage'
    • team_id Many2one → crm.team
      readonly=True args: 'crm.team', 'Sales Team'
    • type Selection
      help='Type is used to separate Leads and Opportunities' args: [('lead', 'Lead'), ('opportunity', 'Opportunity')]
    • user_id Many2one → res.users
      readonly=True args: 'res.users', 'Salesperson'
    Public methods (1)
    • init(self)

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    Status
    Open migration PR — not merged yet for this version
    CI status
    checks failing
    Open since
    126 days ago
    Last activity
    106 days ago
    Repository
    OCA/crm
    Pull request
    [MIG] [19.0] crm_lead_product: Migration to 19.0 (#739)