| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/19.0/crm_phonecall |
| VERSION | |
| VERSION | 1.0.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Weblate, OCA-git-bot, oca-ci, eugenio |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:40:47 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - html_editor - calendar - resource - utm - contacts - digest - portal - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | This module allows to manage phone calls in order to analyze them. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | 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 | xpath | 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 | div | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_schedule_another_phonecall(self, vals)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
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
init(self)
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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/18.0/crm_phonecall |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Pedro M. Baeza, Carlos Lopez, Weblate, OCA-git-bot, oca-ci, Angel Rivas, Bhavesh Heliconia, Heliconia Solutions |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:30:09 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - html_editor - calendar - resource - utm - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | This module allows to manage phone calls in order to analyze them. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | 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 | xpath | 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 | div | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_city
Char
related='partner_id.city'
partner_id
Many2one → res.partner
comodel_name='res.partner'
string='Contact'
partner_mobile
Char
partner_phone
Char
string='Phone'
partner_state
Char
related='partner_id.state_id.name'
partner_zip
Char
related='partner_id.zip'
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_schedule_another_phonecall(self, vals)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
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_city
Char
readonly=True
args: 'City'
partner_id
Many2one → res.partner
comodel_name='res.partner'
readonly=True
string='Partner'
partner_state
Char
readonly=True
args: 'State'
partner_zip
Char
readonly=True
args: 'ZIP'
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
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
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'
string='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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/17.0/crm_phonecall |
| VERSION | |
| VERSION | 1.0.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Weblate, OCA-git-bot, oca-ci, Antoni Marroig Campomar |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:20:03 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - onboarding - resource - utm - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | This module allows to manage phone calls in order to analyze them. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_lead_view_form |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | 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 | tree | 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 | xpath | 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 | div | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_schedule_another_phonecall(self, vals)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
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
string='Partner'
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
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
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'
string='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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/16.0/crm_phonecall |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Weblate, OCA-git-bot, oca-ci, Stefan |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:53:42 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - utm - web_kanban_gauge - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_lead_view_form |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | 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 | tree | 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 | div | 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 | div | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_schedule_another_phonecall(self, vals)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
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
string='Partner'
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
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
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'
string='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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/15.0/crm_phonecall |
| VERSION | |
| VERSION | 1.1.2 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Pedro M. Baeza, OCA Transbot, sergio-teruel, Víctor Martínez, Ruchir Shukla, Weblate, OCA-git-bot, oca-ci, josep-tecnativa |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:46:31 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - fetchmail - utm - web_kanban_gauge - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_lead_view_form |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | New |
crm_case_inbound_phone_tree_view_no_editable |
CRM - Logged Phone Calls - Tree No Editable | crm.phonecall | tree | Inherits crm_phonecall.crm_case_inbound_phone_tree_view |
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 | tree | 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 | div | 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 | div | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_schedule_another_phonecall(self, vals)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
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
string='Partner'
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
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
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'
string='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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/14.0/crm_phonecall |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Víctor Martínez, oca-travis, Weblate, OCA-git-bot, oca-ci, skeller1, RIDA YAHLA |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:40:53 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - fetchmail - utm - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_lead_view_form |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | New |
crm_case_inbound_phone_tree_view_no_editable |
CRM - Logged Phone Calls - Tree No Editable | crm.phonecall | tree | Inherits crm_phonecall.crm_case_inbound_phone_tree_view |
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 | tree | 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 | div | 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 | button | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_convert2opportunity(self)
get_values_schedule_another_phonecall(self, vals)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
string='Create Date'
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
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
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
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'
string='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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/13.0/crm_phonecall |
| VERSION | |
| VERSION | 1.4.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Alexandre Díaz, OCA Transbot, Víctor Martínez, oca-travis, Weblate, OCA-git-bot, Stephan Keller, skeller1, Manuel Marquez, Valentin Vinagre Urteaga, flachica, Fernando La Chica |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:34:10 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - fetchmail - utm - contacts - digest - portal - web_editor - http_routing - auth_signup - phone_validation |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_lead_view_form |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | New |
crm_case_inbound_phone_tree_view_no_editable |
CRM - Logged Phone Calls - Tree No Editable | crm.phonecall | tree | Inherits crm_phonecall.crm_case_inbound_phone_tree_view |
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 | tree | 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 | div | 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 | button | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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'
track_visibility='onchange'
args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
get_values_convert2opportunity(self)
get_values_schedule_another_phonecall(self, vals)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, vals, return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
string='Create Date'
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
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
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
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'
string='Partner'
phone
Char
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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'
action_schedule(self)
default_get(self, fields)
get_vals_action_schedule(self)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/12.0/crm_phonecall |
| VERSION | |
| VERSION | 1.6.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Daniel Reis, OCA Transbot, oca-travis, Weblate, OCA-git-bot, Iván Todorovich, Oihane Crucelaegui, Anand Kansagra, Stephan Keller |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/crm |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:29:15 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - fetchmail - utm - contacts - digest - portal - http_routing |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads_inherit |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_case_form_view_leads |
crm_case_form_view_oppor_inherit |
Opportunities | crm.lead | button | Inherits crm.crm_case_form_view_oppor |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | New |
crm_case_inbound_phone_tree_view_no_editable |
CRM - Logged Phone Calls - Tree No Editable | crm.phonecall | tree | Inherits crm_phonecall.crm_case_inbound_phone_tree_view |
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 | tree | 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 | div | 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 | button | Inherits crm.view_partners_form_crm1 |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
button_open_phonecall(self)
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=<expr>
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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'
track_visibility='onchange'
args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
convert_opportunity(self, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, schedule_time, call_summary, user_id=False, team_id=False, tag_ids=False, action='schedule', return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
string='Create Date'
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
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
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
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'
string='Partner'
phone
Char
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.tag'
relation='crm_phonecall_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'
action_schedule(self)
default_get(self, fields)
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'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/crm |
| GIT | |
| GIT | https://github.com/OCA/crm.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/crm/tree/11.0/crm_phonecall |
| VERSION | |
| VERSION | 1.1.2 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Pedro M. Baeza, Naglis Jonaitis, OCA Transbot, oca-travis, Weblate, OCA-git-bot, OCA Git Bot, Anand Kansagra |
| WEBSITE | |
| WEBSITE | https://www.tecnativa.com |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:23:56 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_setup - base - web - sales_team - bus - web_tour - calendar - resource - fetchmail - utm - web_planner - contacts |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_case_form_view_leads |
crm_case_form_view_oppor |
Opportunities | crm.lead | xpath | Inherits crm.crm_case_form_view_oppor |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | 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 | tree | New |
phonecall_to_phonecall_view |
crm.phonecall2phonecall.form | crm.phonecall2phonecall | form | New |
view_crm_case_phonecalls_filter |
CRM - Phone Calls Search | crm.phonecall | search | New |
view_partners_form_crm_calls |
view.res.partner.form.crm.inherited.calls | res.partner | data | Inherits base.view_partner_form |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
No public methods.
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=fields.Datetime.now
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
string='Opened'
description
Text
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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.'
readonly=True
string='Status'
track_visibility='onchange'
args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
convert_opportunity(self, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, schedule_time, call_summary, user_id=False, team_id=False, tag_ids=False, action='schedule', return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
string='Create Date'
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
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
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
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'
string='Partner'
phone
Char
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.tag'
relation='crm_phonecall_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'
action_schedule(self)
default_get(self, fields)
phonecall_count
Integer
compute='_compute_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| 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_phonecall |
| VERSION | |
| VERSION | 1.1.1 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Pedro M. Baeza, Jairo Llopis, Akim Juillerat, cubells, OCA Transbot, oca-travis, Weblate, Rafael Blasco, jesusVMayor, Roberto Fichera |
| WEBSITE | |
| WEBSITE | https://www.tecnativa.com |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:19:54 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_action_rule - base - resource - base_setup - web_kanban - web - bus - web_tour - sales_team - calendar - web_calendar - fetchmail - utm - web_planner |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_case_form_view_leads |
crm_case_form_view_oppor |
Opportunities | crm.lead | xpath | Inherits crm.crm_case_form_view_oppor |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | 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 | tree | New |
phonecall_to_phonecall_view |
crm.phonecall2phonecall.form | crm.phonecall2phonecall | form | New |
view_crm_case_phonecalls_filter |
CRM - Phone Calls Search | crm.phonecall | search | New |
view_partners_form_crm_calls |
view.res.partner.form.crm.inherited.calls | res.partner | data | Inherits base.view_partner_form |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_compute_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
No public methods.
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=fields.Datetime.now
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
string='Opened'
description
Text
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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.'
readonly=True
string='Status'
track_visibility='onchange'
args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
convert_opportunity(self, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, schedule_time, call_summary, user_id=False, team_id=False, tag_ids=False, action='schedule', return_recordset=False)
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
index=True
readonly=True
string='Create Date'
date_closed
Datetime
index=True
readonly=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
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
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
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'
string='Partner'
phone
Char
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.tag'
relation='crm_phonecall_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'
action_schedule(self)
default_get(self, fields)
phonecall_count
Integer
compute='_compute_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.
| 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_phonecall |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Customer Relationship Management |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| MAINTAINERS | |
| MAINTAINERS | Tecnativa, Odoo Community Association (OCA), Odoo S.A. |
| COMMITTERS | |
| COMMITTERS | Pedro M. Baeza, Jordi Ballester Alomar, cubells, OCA Transbot, oca-travis, Weblate |
| WEBSITE | |
| WEBSITE | https://www.tecnativa.com |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:15:19 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - crm - base_action_rule - base - resource - 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 | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_leads |
CRM - Leads Form | crm.lead | xpath | Inherits crm.crm_case_form_view_leads |
crm_case_form_view_oppor |
Opportunities | crm.lead | xpath | Inherits crm.crm_case_form_view_oppor |
crm_case_inbound_phone_tree_view |
CRM - Logged Phone Calls Tree | crm.phonecall | tree | 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 | tree | New |
phonecall_to_phonecall_view |
crm.phonecall2phonecall.form | crm.phonecall2phonecall | form | New |
view_crm_case_phonecalls_filter |
CRM - Phone Calls Search | crm.phonecall | search | New |
view_partners_form_crm_calls |
view.res.partner.form.crm.inherited.calls | res.partner | data | Inherits base.view_partner_form |
view_report_crm_phonecall_filter |
crm.phonecall.report.select | 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 |
phonecall_id
Many2one → crm.phonecall
comodel_name='crm.phonecall'
string='Phonecall'
No public methods.
phonecall_count
Integer
compute='_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='opportunity_id'
string='Phonecalls'
No public methods.
active
Boolean
default=True
required=False
company_id
Many2one → res.company
comodel_name='res.company'
string='Company'
create_date
Datetime
readonly=True
string='Creation Date'
date
Datetime
default=fields.Datetime.now
date_action_last
Datetime
readonly=True
string='Last Action'
date_action_next
Datetime
readonly=True
string='Next Action'
date_closed
Datetime
readonly=True
string='Closed'
date_open
Datetime
readonly=True
string='Opened'
description
Text
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_mobile
Char
partner_phone
Char
string='Phone'
priority
Selection
default='1'
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
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.'
readonly=True
string='Status'
track_visibility='onchange'
args: [('open', 'Confirmed'), ('cancel', 'Cancelled'), ('pending', 'Pending'), ('done', 'Held')]
tag_ids
Many2many → crm.lead.tag
column1='phone_id'
column2='tag_id'
comodel_name='crm.lead.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.'
select=True
string='Sales Team'
user_id
Many2one → res.users
comodel_name='res.users'
default=<expr>
string='Responsible'
action_button_convert2opportunity(self)
action_make_meeting(self)
compute_duration(self)
convert_opportunity(self, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0)
on_change_opportunity(self)
on_change_partner_id(self)
redirect_phonecall_view(self)
schedule_another_phonecall(self, schedule_time, call_summary, user_id=False, team_id=False, tag_id=False, action='schedule')
write(self, values)
company_id
Many2one → res.company
comodel_name='res.company'
readonly=True
string='Company'
create_date
Datetime
readonly=True
select=True
string='Create Date'
date_closed
Datetime
readonly=True
select=True
string='Close Date'
delay_close
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to close the case'
readonly=True
string='Delay to close'
delay_open
Float
digits=(16, 2)
group_operator='avg'
help='Number of Days to open the case'
readonly=True
string='Delay to open'
duration
Float
digits=(16, 2)
group_operator='avg'
readonly=True
string='Duration'
nbr_cases
Integer
readonly=True
string='# of Cases'
opening_date
Datetime
readonly=True
select=True
partner_id
Many2one → res.partner
comodel_name='res.partner'
readonly=True
string='Partner'
priority
Selection
selection=[('0', 'Low'), ('1', 'Normal'), ('2', 'High')]
string='Priority'
state
Selection
readonly=True
string='Status'
args: AVAILABLE_STATES
team_id
Many2one → crm.team
comodel_name='crm.team'
readonly=True
string='Team'
user_id
Many2one → res.users
comodel_name='res.users'
readonly=True
string='User'
init(self, cr)
action
Selection
required=True
selection=[('schedule', 'Schedule a call'), ('log', 'Log a call')]
string='Action'
contact_name
Char
string='Contact'
date
Datetime
name
Char
required=True
select=True
string='Call summary'
note
Text
partner_id
Many2one → res.partner
comodel_name='res.partner'
string='Partner'
phone
Char
tag_id
Many2one → crm.lead.tag
comodel_name='crm.lead.tag'
string='Tag'
team_id
Many2one → crm.team
comodel_name='crm.team'
string='Sales Team'
user_id
Many2one → res.users
comodel_name='res.users'
string='Assign To'
action_schedule(self)
default_get(self, fields)
phonecall_count
Integer
compute='_phonecall_count'
string='Phonecalls'
phonecall_ids
One2many → crm.phonecall
comodel_name='crm.phonecall'
inverse_name='partner_id'
string='Phonecalls'
No public methods.