CRM Project Create

crm_project_create
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/19.0/crm_project_create
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSRuchir Shukla, Weblate, OCA-git-bot, oca-ci, eugenio
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:47
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - mail_message_destiny_link_template
odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - http_routing
    - auth_signup
    - phone_validation
    - sale_project
    - sale_management
    - sale
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - payment
    - sale_service
    - project_account
    - project
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
crm_create_project_view_form CRM Create Project Form crm.create.project form New
crm_lead_view_form_crm_project_project CRM Lead Form Create Project crm.lead xpath Inherits crm.crm_lead_view_form
Models touched (2)

New fields (3)
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
  • project_description Html
  • project_name Char
Public methods (1)
  • create_project(self)

New fields (1)
  • project_id Many2one → project.project
    comodel_name='project.project'
Public methods (0)

No public methods.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/18.0/crm_project_create
VERSION
VERSION 1.0.1
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, François Honoré, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - mail_message_destiny_link_template
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
    - sale_project
    - sale_management
    - sale
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - payment
    - sale_service
    - project_account
    - project
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
crm_create_project_view_form CRM Create Project Form crm.create.project form New
crm_lead_view_form_crm_project_project CRM Lead Form Create Project crm.lead xpath Inherits crm.crm_lead_view_form
Models touched (2)

New fields (3)
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
  • project_description Html
  • project_name Char
Public methods (1)
  • create_project(self)

New fields (1)
  • project_id Many2one → project.project
    string='Project' args: 'project.project'
Public methods (0)

No public methods.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/16.0/crm_project_create
VERSION
VERSION 1.1.0
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Emilio Pascual, Eduardo López Peñalver
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:11:55
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/server-ux:
    - mail_message_destiny_link_template
odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - resource
    - utm
    - web_kanban_gauge
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - sale_project
    - sale_management
    - sale
    - account_payment
    - account
    - product
    - uom
    - analytic
    - payment
    - project
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

It also allows archiving or reactivating the project and its analytical account from the lead.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
crm_create_project_view_form CRM Create Project Form crm.create.project form New
crm_lead_view_form_crm_project_project CRM Lead Form Create Project crm.lead xpath Inherits crm.crm_lead_view_form
Models touched (2)

New fields (3)
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
  • project_description Html
  • project_name Char
Public methods (1)
  • create_project(self)

New fields (1)
  • project_id Many2one → project.project
    string='Project' args: 'project.project'
Public methods (1)
  • toggle_active(self)
    Archive or reactivate the project and their analytic account on lead toggle.