Restricted Summary for Phone Calls

crm_phonecall_summary_predefined · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Customer Relationship Management
    Folder size
    0.49 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 08:42:48
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Weblate, OCA-git-bot, oca-ci, Angel Rivas
    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
    None
    System dependencies
    None
    Required by
    None
    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 IDNameModelTypeStatus
    crm_case_form_view_leads_inherit crm.phonecall2phonecall.form crm.phonecall2phonecall form Inherits crm_phonecall.phonecall_to_phonecall_view
    crm_case_inbound_phone_tree_view Replace name by summary_id crm.phonecall tree Inherits crm_phonecall.crm_case_inbound_phone_tree_view
    crm_case_phone_calendar_view Replace name by summary_id crm.phonecall calendar Inherits crm_phonecall.crm_case_phone_calendar_view
    crm_case_phone_form_view Replace name by summary_id crm.phonecall form 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
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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)

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    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    29 days ago
    Last activity
    2 days ago
    Repository
    OCA/crm
    Pull request
    [19.0][MIG] crm_phonecall_summary_predefined: Migration to 19.0 (#758)