Module: crm_phonecall_planner - Odoo Module Metadata

TIP: You can type at any time to perform a new search.

Phonecall planner

crm_phonecall_planner

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_planner
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)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Weblate, OCA-git-bot, oca-ci, juancarlosonate-tecnativa
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:30:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule 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
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Use this module to plan a phone calls schedule for your partners, assuming you have specified the ideal time to call them.

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.tag
comodel_name='crm.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
Generate phonecall plan according to given criteria.

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_planner
VERSION
VERSION	1.0.2
CATEGORY
CATEGORY	Customer Relationship Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Cesar Andres Sanchez, 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	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule odoo/odoo: - crm - base_setup - base - web - sales_team - mail - 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

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.tag
comodel_name='crm.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
Generate phonecall plan according to given criteria.

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_planner
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)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Alexandre Díaz, OCA Transbot, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule odoo/odoo: - crm - base_setup - base - web - sales_team - mail - 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

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.lead.tag
comodel_name='crm.lead.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
Generate phonecall plan according to given criteria.

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_planner
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	Customer Relationship Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Alexandre Díaz, OCA Transbot, oca-travis, Weblate, OCA-git-bot, Stephan Keller
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:29:14
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule odoo/odoo: - crm - base_setup - base - web - sales_team - mail - 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

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.lead.tag
comodel_name='crm.lead.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
@api.multi

Generate phonecall plan according to given criteria.

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_planner
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)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	OCA Transbot, oca-travis, Weblate, OCA-git-bot, OCA Git Bot, sergio.teruel, David
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:23:56
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule odoo/odoo: - crm - base_setup - base - web - sales_team - mail - bus - web_tour - calendar - resource - fetchmail - utm - web_planner - contacts
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.lead.tag
comodel_name='crm.lead.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
@api.multi

Generate phonecall plan according to given criteria.

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_planner
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)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Jordi Ballester Alomar, OCA Transbot, oca-travis, Weblate, Rafael Blasco
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall OCA/partner-contact: - partner_phonecall_schedule odoo/odoo: - crm - base_action_rule - base - resource - mail - 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

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`crm_phonecall_plan_view_form`	Phonecalls planner	crm.phonecall.planner	form	New

Models touched (1)

New fields (11)

days_gap Integer
default=1 help='Schedule one call each X days to the same partner.' required=True
duration Float
default=<expr> help='Leave this free time between phone calls.' required=True string='Call duration'
end Datetime
default=<expr> help='Schedule calls until this moment. The time you select will be used as the plan ending time for each day in the range.' required=True
name Char
required=True args: 'Call Summary'
planned_calls Many2many → crm.phonecall
comodel_name='crm.phonecall'
repeat_calls Boolean
help='Allow repeated calls for the same partner, campaign, medium and source combination?'
res_partner_domain Char
help='Filter the parters that will get a scheduled call.' args: 'Partners filter'
start Datetime
default=<expr> help='Schedule calls from this moment. The time you select will be used as the plan starting time for each day in the range.' required=True
tag_ids Many2many → crm.lead.tag
comodel_name='crm.lead.tag' string='Tags'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
user_id Many2one → res.users
comodel_name='res.users' string='Responsible'

Public methods (1)

action_accept(self)
@api.multi

Generate phonecall plan according to given criteria.

Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner

Code Analysis

Views touched (1)

Models touched (1)

crm.phonecall.planner New model TransientModel 11 fields 1 method CrmPhonecallPlan · inherits utm.mixin · Phonecall planner