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Repository
OCA/crm · module folder · Try on Runboat
Module version
Category
Customer Relationship Management
Folder size
2.07 MB
License
AGPL-3
Application
No
Auto-installable
No
Website
https://github.com/OCA/crm
Last tracking update
2026-09-16 11:35:27
Authors
Odoo Community Association (OCA), Odoo S.A., Tecnativa
Maintainers
Odoo Community Association (OCA), Odoo S.A., Tecnativa
Committers
Miquel Raïch, Weblate, OCA-git-bot, oca-ci, eugenio
Odoo dependencies
Python dependencies
None
System dependencies
None
Required by
crm_phonecall_summary_predefined
Description
This module allows to manage phone calls in order to analyze them.

Code Analysis info_outline

Views touched (12)
XML IDNameModelTypeStatus
crm_case_form_view_leads_inherit CRM - Leads Form crm.lead form Inherits crm.crm_lead_view_form
crm_case_inbound_phone_tree_view CRM - Logged Phone Calls Tree crm.phonecall list New
crm_case_phone_calendar_view CRM - Phone Calls Calendar crm.phonecall calendar New
crm_case_phone_form_view CRM - Phone Call Form crm.phonecall form New
crm_case_phone_tree_view CRM - Phone Calls Tree crm.phonecall list New
phonecall_to_phonecall_view crm.phonecall2phonecall.form crm.phonecall2phonecall form New
res_config_settings_view_form res.config.settings.view.form.inherit.crm.phonecalls res.config.settings form Inherits crm.res_config_settings_view_form
view_crm_case_phonecalls_filter CRM - Phone Calls Search crm.phonecall search New
view_partners_form_crm_calls_inherit view.res.partner.form.crm.inherited.calls res.partner form Inherits crm.view_partners_form_crm1
view_report_crm_phonecall_filter crm.phonecall.report.selecqt crm.phonecall.report search New
view_report_crm_phonecall_graph crm.phonecall.report.graph crm.phonecall.report graph New
view_report_crm_phonecall_pivot crm.phonecall.report.pivot crm.phonecall.report pivot New
HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (7)

New fields (1)
  • phonecall_id Many2one → crm.phonecall
    comodel_name='crm.phonecall'
Public methods (0)

No public methods.

New fields (2)
  • phonecall_count Integer
    compute='_compute_phonecall_count'
  • phonecall_ids One2many → crm.phonecall
    comodel_name='crm.phonecall' inverse_name='opportunity_id' string='Phonecalls'
Public methods (1)
  • button_open_phonecall(self)

New fields (21)
  • active Boolean
    default=True required=False
  • company_id Many2one → res.company
    comodel_name='res.company'
  • create_date Datetime
    string='Creation Date'
  • date Datetime
    default=<expr>
  • date_action_last Datetime
    string='Last Action'
  • date_action_next Datetime
    string='Next Action'
  • date_closed Datetime
    string='Closed'
  • date_open Datetime
    string='Opened'
  • description Text
  • direction Selection
    default='out' required=True args: [('in', 'In'), ('out', 'Out')]
  • duration Float
    help='Duration in minutes and seconds.'
  • email_from Char
    help='These people will receive email.' string='Email'
  • name Char
    required=True string='Call Summary'
  • opportunity_id Many2one → crm.lead
    comodel_name='crm.lead' string='Lead/Opportunity'
  • partner_id Many2one → res.partner
    comodel_name='res.partner' string='Contact'
  • partner_phone Char
    string='Phone'
  • priority Selection
    default='1' selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
  • state Selection
    default='open' help='The status is set to Confirmed, when a case is created.\nWhen the call is over, the status is set to Held.\nIf the callis not applicable anymore, the status can be set to Cancelled.' string='Status' tracking=3 args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
  • tag_ids Many2many → crm.tag
    column1='phone_id' column2='tag_id' comodel_name='crm.tag' relation='crm_phonecall_tag_rel' string='Tags'
  • team_id Many2one → crm.team
    comodel_name='crm.team' help='Sales team to which Case belongs to.' index=True string='Sales Team'
  • user_id Many2one → res.users
    comodel_name='res.users' default=<expr> string='Responsible'
Public methods (7)
  • action_button_convert2opportunity(self)
    Convert a phonecall into an opp and redirect to the opp view.
  • action_make_meeting(self)
    Open meeting's calendar view to schedule a meeting on phonecall.
  • compute_duration(self)
    Calculate duration based on phonecall date.
  • get_values_schedule_another_phonecall(self, vals)
  • redirect_phonecall_view(self)
    Redirect on the phonecall related view.
  • schedule_another_phonecall(self, vals, return_recordset=False)
    Action :('schedule','Schedule a call'), ('log','Log a call').
  • write(self, values)
    Override to add case management: open/close dates.

New fields (13)
  • company_id Many2one → res.company
    comodel_name='res.company' readonly=True
  • create_date Datetime
    index=True readonly=True
  • date_closed Datetime
    index=True readonly=True string='Close Date'
  • delay_close Float
    aggregator='avg' digits=(16, 2) help='Number of Days to close the case' readonly=True string='Delay to close'
  • delay_open Float
    aggregator='avg' digits=(16, 2) help='Number of Days to open the case' readonly=True string='Delay to open'
  • duration Float
    aggregator='avg' digits=(16, 2) readonly=True
  • nbr_cases Integer
    readonly=True string='# of Cases'
  • opening_date Datetime
    index=True readonly=True
  • partner_id Many2one → res.partner
    comodel_name='res.partner' readonly=True
  • priority Selection
    selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
  • state Selection
    readonly=True string='Status' args: AVAILABLE_STATES
  • team_id Many2one → crm.team
    comodel_name='crm.team' readonly=True
  • user_id Many2one → res.users
    comodel_name='res.users' readonly=True
Public methods (1)
  • init(self)
    Initialize the report.

New fields (10)
  • action Selection
    required=True selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
  • contact_name Char
    string='Contact'
  • date Datetime
  • name Char
    index=True required=True string='Call summary'
  • note Text
  • partner_id Many2one → res.partner
    comodel_name='res.partner'
  • phone Char
  • tag_ids Many2many → crm.tag
    column1='phone_id' column2='tag_id' comodel_name='crm.tag' relation='crm_phonecall2phonecall_tag_rel' string='Tags'
  • team_id Many2one → crm.team
    comodel_name='crm.team' string='Sales Team'
  • user_id Many2one → res.users
    comodel_name='res.users' string='Assign To'
Public methods (3)
  • action_schedule(self)
    Schedule a phonecall.
  • default_get(self, fields)
    @api.model
    Function gets default values.
  • get_vals_action_schedule(self)

New fields (1)
  • group_show_form_view Boolean
    default=True help='By default form is disabled for calls, with this group it is enabled.' implied_group='crm_phonecall.group_show_form_view' args: 'Enable form view for phone calls'
Public methods (0)

No public methods.

New fields (2)
  • phonecall_count Integer
    compute='_compute_phonecall_count'
  • phonecall_ids One2many → crm.phonecall
    comodel_name='crm.phonecall' inverse_name='partner_id' string='Phonecalls'
Public methods (0)

No public methods.

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