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CRM Phone Calls
crm_phonecall · OCA/crm
- Repository
- OCA/crm · module folder · Try on Runboat
- Module version
- 1.0.0
- 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
- 2026-08-07 09:06:23
- Authors
- Odoo Community Association (OCA), Odoo S.A., Tecnativa
- Maintainers
- Odoo Community Association (OCA), Odoo S.A., Tecnativa
- Committers
- Weblate, OCA-git-bot, oca-ci, eugenio
Code Analysis ⓘ
Views touched (12)
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
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_idMany2one → crm.phonecallcomodel_name='crm.phonecall'
No public methods.
New fields (2)
-
phonecall_countIntegercompute='_compute_phonecall_count' -
phonecall_idsOne2many → crm.phonecallcomodel_name='crm.phonecall'inverse_name='opportunity_id'string='Phonecalls'
-
button_open_phonecall(self)
New fields (21)
-
activeBooleandefault=Truerequired=False -
company_idMany2one → res.companycomodel_name='res.company' -
create_dateDatetimestring='Creation Date' -
dateDatetimedefault=<expr> -
date_action_lastDatetimestring='Last Action' -
date_action_nextDatetimestring='Next Action' -
date_closedDatetimestring='Closed' -
date_openDatetimestring='Opened' -
descriptionText -
directionSelectiondefault='out'required=True args: [('in', 'In'), ('out', 'Out')] -
durationFloathelp='Duration in minutes and seconds.' -
email_fromCharhelp='These people will receive email.'string='Email' -
nameCharrequired=Truestring='Call Summary' -
opportunity_idMany2one → crm.leadcomodel_name='crm.lead'string='Lead/Opportunity' -
partner_idMany2one → res.partnercomodel_name='res.partner'string='Contact' -
partner_phoneCharstring='Phone' -
prioritySelectiondefault='1'selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')] -
stateSelectiondefault='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_idsMany2many → crm.tagcolumn1='phone_id'column2='tag_id'comodel_name='crm.tag'relation='crm_phonecall_tag_rel'string='Tags' -
team_idMany2one → crm.teamcomodel_name='crm.team'help='Sales team to which Case belongs to.'index=Truestring='Sales Team' -
user_idMany2one → res.userscomodel_name='res.users'default=<expr>string='Responsible'
-
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_idMany2one → res.companycomodel_name='res.company'readonly=True -
create_dateDatetimeindex=Truereadonly=True -
date_closedDatetimeindex=Truereadonly=Truestring='Close Date' -
delay_closeFloataggregator='avg'digits=(16, 2)help='Number of Days to close the case'readonly=Truestring='Delay to close' -
delay_openFloataggregator='avg'digits=(16, 2)help='Number of Days to open the case'readonly=Truestring='Delay to open' -
durationFloataggregator='avg'digits=(16, 2)readonly=True -
nbr_casesIntegerreadonly=Truestring='# of Cases' -
opening_dateDatetimeindex=Truereadonly=True -
partner_idMany2one → res.partnercomodel_name='res.partner'readonly=True -
prioritySelectionselection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')] -
stateSelectionreadonly=Truestring='Status' args: AVAILABLE_STATES -
team_idMany2one → crm.teamcomodel_name='crm.team'readonly=True -
user_idMany2one → res.userscomodel_name='res.users'readonly=True
-
init(self)Initialize the report.
New fields (10)
-
actionSelectionrequired=Trueselection=[('schedule', 'Schedule a call'), ('log', 'Log a call')] -
contact_nameCharstring='Contact' -
dateDatetime -
nameCharindex=Truerequired=Truestring='Call summary' -
noteText -
partner_idMany2one → res.partnercomodel_name='res.partner' -
phoneChar -
tag_idsMany2many → crm.tagcolumn1='phone_id'column2='tag_id'comodel_name='crm.tag'relation='crm_phonecall2phonecall_tag_rel'string='Tags' -
team_idMany2one → crm.teamcomodel_name='crm.team'string='Sales Team' -
user_idMany2one → res.userscomodel_name='res.users'string='Assign To'
-
action_schedule(self)Schedule a phonecall. -
default_get(self, fields)@api.modelFunction gets default values. -
get_vals_action_schedule(self)
New fields (1)
-
group_show_form_viewBooleandefault=Truehelp='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'
No public methods.
New fields (2)
-
phonecall_countIntegercompute='_compute_phonecall_count' -
phonecall_idsOne2many → crm.phonecallcomodel_name='crm.phonecall'inverse_name='partner_id'string='Phonecalls'
No public methods.
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