Module: crm_phonecall_summary_predefined

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Restricted Summary for Phone Calls

crm_phonecall_summary_predefined

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_summary_predefined
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, Angel Rivas
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 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	This module extends the functionality of CRM phone calls to support setting a limited list of possible phone call summaries, that only the sales manager can edit.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_leads_inherit`	crm.phonecall2phonecall.form	crm.phonecall2phonecall	xpath	Inherits crm_phonecall.phonecall_to_phonecall_view
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	list	New

Models touched (3)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (1)

get_values_schedule_another_phonecall(self, vals)

New fields (2)

name Char
required=True
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

No public methods.

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (2)

default_get(self, fields)
@api.model

Function gets default values.
get_vals_action_schedule(self)

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_summary_predefined
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	Pedro M. Baeza, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:03
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall odoo/odoo: - crm - base_setup - base - web - sales_team - mail - 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 extends the functionality of CRM phone calls to support setting a limited list of possible phone call summaries, that only the sales manager can edit.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_leads_inherit`	crm.phonecall2phonecall.form	crm.phonecall2phonecall	xpath	Inherits crm_phonecall.phonecall_to_phonecall_view
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (3)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (1)

get_values_schedule_another_phonecall(self, vals)

New fields (2)

name Char
required=True
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

No public methods.

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (2)

default_get(self, fields)
@api.model

Function gets default values.
get_vals_action_schedule(self)

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_summary_predefined
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, Luis Ernesto García Medina
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 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 (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_leads_inherit`	crm.phonecall2phonecall.form	crm.phonecall2phonecall	xpath	Inherits crm_phonecall.phonecall_to_phonecall_view
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (3)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (1)

get_values_schedule_another_phonecall(self, vals)

New fields (2)

name Char
required=True
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

No public methods.

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (2)

default_get(self, fields)
@api.model

Function gets default values.
get_vals_action_schedule(self)

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_summary_predefined
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	Víctor Martínez, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:40:52
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall 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 (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_leads_inherit`	crm.phonecall2phonecall.form	crm.phonecall2phonecall	xpath	Inherits crm_phonecall.phonecall_to_phonecall_view
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (3)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (1)

get_values_schedule_another_phonecall(self, vals)

New fields (2)

name Char
required=True
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

No public methods.

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (2)

default_get(self, fields)
@api.model

Function gets default values.
get_vals_action_schedule(self)

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_summary_predefined
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	Harald Panten, OCA Transbot, oca-travis, Weblate, OCA-git-bot, Valentin Vinagre Urteaga
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 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 (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_leads_inherit`	crm.phonecall2phonecall.form	crm.phonecall2phonecall	xpath	Inherits crm_phonecall.phonecall_to_phonecall_view
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (3)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (1)

get_values_schedule_another_phonecall(self, vals)

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

No public methods.

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (2)

default_get(self, fields)
@api.model

Function gets default values.
get_vals_action_schedule(self)

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_summary_predefined
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	Pedro M. Baeza, 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 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 (6)

XML ID	Name	Model	Type	Status
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`crm_phonecall_summary_view_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`crm_phonecall_summary_view_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`crm_phonecall_summary_view_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (2)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (0)

No public methods.

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

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_summary_predefined
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	Pedro M. Baeza, OCA Transbot, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	http://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:23:56
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall 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 (6)

XML ID	Name	Model	Type	Status
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`summary_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`summary_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`summary_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (2)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (0)

No public methods.

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

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_summary_predefined
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	Akim Juillerat, cubells, OCA Transbot, oca-travis, Weblate
WEBSITE
WEBSITE	http://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:19:54
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall odoo/odoo: - crm - base_action_rule - base - resource - mail - 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

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`summary_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`summary_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`summary_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (2)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (0)

No public methods.

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

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_summary_predefined
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, cubells, OCA Transbot, oca-travis, Weblate
WEBSITE
WEBSITE	http://www.tecnativa.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/crm: - crm_phonecall 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 (6)

XML ID	Name	Model	Type	Status
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm_phonecall.crm_case_phone_form_view
`summary_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`summary_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`summary_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (2)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (0)

No public methods.

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
comodel_name='crm.phonecall' help='Phonecalls with this summary.' inverse_name='summary_id' string='Phonecalls'

Public methods (0)

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/8.0/crm_phonecall_summary_predefined
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Customer Relationship Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Antiun Ingeniería S.L.
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Antiun Ingeniería S.L.
COMMITTERS
COMMITTERS	Jairo Llopis, Stéphane Bidoul (ACSONE), OCA Transbot, oca-travis, Weblate
WEBSITE
WEBSITE	http://www.antiun.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:11:20
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - crm - base_action_rule - base - resource - mail - base_setup - web_kanban - web - sales_team - web_kanban_sparkline - email_template - calendar - web_calendar - board - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`crm_case_inbound_phone_tree_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm.crm_case_inbound_phone_tree_view
`crm_case_phone_calendar_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm.crm_case_phone_calendar_view
`crm_case_phone_form_view`	Replace name by summary_id	crm.phonecall	xpath	Inherits crm.crm_case_phone_form_view
`summary_form`	CRM Phonecall Summary Form	crm.phonecall.summary	form	New
`summary_search`	CRM Phonecall Summary Search	crm.phonecall.summary	search	New
`summary_tree`	CRM Phonecall Summary Tree	crm.phonecall.summary	tree	New

Models touched (2)

New fields (2)

name Char
readonly=True related='summary_id.name' required=False store=True
summary_id Many2one → crm.phonecall.summary
comodel_name='crm.phonecall.summary' ondelete='restrict' required=True string='Summary'

Public methods (0)

No public methods.

New fields (2)

name Char
phonecall_ids One2many → crm.phonecall
help='Phonecalls with this summary.' args: 'crm.phonecall', 'summary_id', 'Phonecalls'

Public methods (0)

No public methods.

Restricted Summary for Phone Calls

Code Analysis

Views touched (7)

Models touched (3)

crm.phonecall Extends Model 2 fields 1 method CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

crm.phonecall2phonecall Extends TransientModel 2 fields 2 methods CrmPhonecall2phonecall · inherits crm.phonecall2phonecall

Code Analysis

Views touched (7)

Models touched (3)

crm.phonecall Extends Model 2 fields 1 method CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

crm.phonecall2phonecall Extends TransientModel 2 fields 2 methods CrmPhonecall2phonecall · inherits crm.phonecall2phonecall

Code Analysis

Views touched (7)

Models touched (3)

crm.phonecall Extends Model 2 fields 1 method CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

crm.phonecall2phonecall Extends TransientModel 2 fields 2 methods CrmPhonecall2phonecall · inherits crm.phonecall2phonecall

Code Analysis

Views touched (7)

Models touched (3)

crm.phonecall Extends Model 2 fields 1 method CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

crm.phonecall2phonecall Extends TransientModel 2 fields 2 methods CrmPhonecall2phonecall · inherits crm.phonecall2phonecall

Code Analysis

Views touched (7)

Models touched (3)

crm.phonecall Extends Model 2 fields 1 method CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

crm.phonecall2phonecall Extends TransientModel 2 fields 2 methods CrmPhonecall2phonecall · inherits crm.phonecall2phonecall

Code Analysis

Views touched (6)

Models touched (2)

crm.phonecall Extends Model 2 fields 0 methods CRMPhonecall · inherits crm.phonecall Added number and summary in the phonecall.

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary · Crm Phonecall Summary Added phonecall summary feature.

Code Analysis

Views touched (6)

Models touched (2)

crm.phonecall Extends Model 2 fields 0 methods CRMPhonecall · inherits crm.phonecall

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary

Code Analysis

Views touched (6)

Models touched (2)

crm.phonecall Extends Model 2 fields 0 methods CRMPhonecall · inherits crm.phonecall

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary

Code Analysis

Views touched (6)

Models touched (2)

crm.phonecall Extends Model 2 fields 0 methods CRMPhonecall · inherits crm.phonecall

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary

Code Analysis

Views touched (6)

Models touched (2)

crm.phonecall Extends Model 2 fields 0 methods CRMPhonecall · inherits crm.phonecall

crm.phonecall.summary New model Model 2 fields 0 methods CRMPhonecallSummary