Crm Salesperson Planner

crm_salesperson_planner · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.1.0
    Category
    Customer Relationship Management
    Folder size
    0.3 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), Sygel Technology
    Maintainers
    Odoo Community Association (OCA), Sygel Technology
    Committers
    sygel, Weblate, OCA-git-bot, oca-ci, Bhavesh Heliconia
    Odoo dependencies
    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 application allows you to track and schedule salespeople visits
to your customers, allowing you to determine which opportunities are
going to be dealt on each visit.

Visits create an all-day event in the calendar and they can be easily
rescheduled. Visits can be automatically created from a template, in
which it is possible to select the frequency of visits, as well as the
start and end dates. The last visit can also be calculated by selecting
the total number of repetitions.

This module creates a cron job that generates visits from templates, but
an option to create them manually is available from the template form view
when the template is validated.

    Code Analysis ⓘ

    Views touched (11)
    XML IDNameModelTypeStatus
    crm_lead_crm_salesperson_planner crm.lead.view.crm.salesperson.planner crm.lead form Inherits crm.crm_lead_view_form
    crm_salesperson_planner_visit_close_reason_form_view CRM - Salesperson Planner Visit Close Reason Form crm.salesperson.planner.visit.close.reason form New
    crm_salesperson_planner_visit_close_reason_tree_view CRM - Salesperson Planner Visit Close Reason Tree crm.salesperson.planner.visit.close.reason list New
    crm_salesperson_planner_visit_close_wiz_view_form crm.salesperson.lost.form crm.salesperson.planner.visit.close.wiz form New
    crm_salesperson_planner_visit_filter CRM - Salesperson Planner Visit Search crm.salesperson.planner.visit search New
    crm_salesperson_planner_visit_form_view CRM - Salesperson Planner Visit Form crm.salesperson.planner.visit form New
    crm_salesperson_planner_visit_template_create_view_form crm.salesperson.planner.visit.template.create.form crm.salesperson.planner.visit.template.create form New
    crm_salesperson_planner_visit_template_form_view CRM - Salesperson Planner Visit Template Form crm.salesperson.planner.visit.template form New
    crm_salesperson_planner_visit_template_tree_view CRM - Salesperson Planner Visit Template Tree crm.salesperson.planner.visit.template list New
    crm_salesperson_planner_visit_tree_view CRM - Salesperson Planner Visit Tree crm.salesperson.planner.visit list New
    partner_view_crm_salesperson_planner partner.view.crm.salesperson.planner res.partner form Inherits base.view_partner_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (8)

    New fields (1)
    • salesperson_planner_visit_ids One2many → crm.salesperson.planner.visit
      comodel_name='crm.salesperson.planner.visit' inverse_name='calendar_event_id' string='Salesperson Visits'
    Public methods (2)
    • unlink(self)
    • write(self, values)

    New fields (1)
    • crm_salesperson_planner_visit_ids Many2many → crm.salesperson.planner.visit
      comodel_name='crm.salesperson.planner.visit' copy=False domain="[('partner_id', 'child_of', partner_id)]" relation='crm_salesperson_planner_visit_crm_lead_rel' string='Visits'
    Public methods (0)

    No public methods.

    New fields (16)
    • calendar_event_id Many2one → calendar.event
      comodel_name='calendar.event' string='Calendar Event'
    • close_reason_id Many2one → crm.salesperson.planner.visit.close.reason
      comodel_name='crm.salesperson.planner.visit.close.reason' string='Close Reason'
    • close_reason_image Image
      attachment=True max_height=1024 max_width=1024
    • close_reason_notes Text
    • company_id Many2one → res.company
      comodel_name='res.company' default=<expr> string='Company'
    • date Date
      default=fields.Date.context_today required=True
    • description Html
    • name Char
      copy=False default='/' required=True string='Visit Number'
    • opportunity_ids Many2many → crm.lead
      comodel_name='crm.lead' copy=False domain="[('type', '=', 'opportunity'), ('partner_id', 'child_of', partner_id)]" relation='crm_salesperson_planner_visit_crm_lead_rel' string='Opportunities'
    • partner_id Many2one → res.partner
      comodel_name='res.partner' required=True string='Customer'
    • partner_mobile Char
      related='partner_id.mobile' string='Mobile'
    • partner_phone Char
      related='partner_id.phone' string='Phone'
    • sequence Integer
      default=20 help='Used to order Visits in the different views'
    • state Selection
      copy=False default='draft' required=True selection=[('draft', 'Draft'), ('confirm', 'Validated'), ('done', 'Visited'), ('cancel', 'Cancelled'), ('incident', 'Incident')] string='Status' tracking=True
    • user_id Many2one → res.users
      comodel_name='res.users' default=<expr> domain=<expr> index=True string='Salesperson' tracking=True
    • visit_template_id Many2one → crm.salesperson.planner.visit.template
      comodel_name='crm.salesperson.planner.visit.template' string='Visit Template'
    Public methods (9)
    • action_cancel(self, reason_id, image=None, notes=None)
    • action_confirm(self)
    • action_done(self)
    • action_draft(self)
    • action_incident(self, reason_id, image=None, notes=None)
    • create(self, vals_list)
      @api.model_create_multi
    • create_calendar_event(self)
    • unlink(self)
    • write(self, values)

    New fields (4)
    • close_type Selection
      default='cancel' required=True selection=[('cancel', 'Cancel'), ('incident', 'Incident')] string='Type'
    • name Char
      required=True string='Description' translate=True
    • require_image Boolean
      default=False
    • reschedule Boolean
      default=False
    Public methods (0)

    No public methods.

    New fields (8)
    • allow_reschedule Boolean
      related='reason_id.reschedule' string='Allow Reschedule'
    • image Image
      max_height=1024 max_width=1024
    • new_date Date
      default=<expr>
    • new_sequence Integer
      default=<expr> help='Used to order Visits in the different views' string='Sequence'
    • notes Text
    • reason_id Many2one → crm.salesperson.planner.visit.close.reason
      comodel_name='crm.salesperson.planner.visit.close.reason' required=True string='Reason'
    • require_image Boolean
      related='reason_id.require_image' string='Require Image'
    • reschedule Boolean
      default=True
    Public methods (1)
    • action_close_reason_apply(self)

    New fields (39)
    • alarm_ids Many2many → calendar.alarm
      comodel_name='calendar.alarm' help='Notifications sent to all attendees to remind of the meeting.' ondelete='restrict' string='Reminders'
    • allday Boolean
      default=True string='All Day'
    • auto_validate Boolean
      default=True
    • byday Selection
      args: BYDAY_SELECTION
    • categ_ids Many2many → calendar.event.type
      comodel_name='calendar.event.type' string='Tags'
    • company_id Many2one → res.company
      comodel_name='res.company' default=<expr> string='Company'
    • count Integer
      help='Repeat x times' string='Repeat'
    • day Integer
      string='Date of month'
    • description Html
    • duration Float
      compute='_compute_duration' readonly=False store=True
    • end_type Selection
      string='Recurrence Termination' args: END_TYPE_SELECTION
    • event_tz Selection
      string='Timezone' args: _tz_get
    • final_date Date
      string='Repeat Until'
    • fri Boolean
    • interval Integer
      help='Repeat every (Days/Week/Month/Year)' string='Repeat Every'
    • last_visit_date Date
      compute='_compute_last_visit_date' store=True
    • mon Boolean
    • month_by Selection
      string='Option' args: MONTH_BY_SELECTION
    • name Char
      copy=False default='/' string='Visit Template Number'
    • partner_id Many2one → res.partner
      comodel_name='res.partner' related='user_id.partner_id' string='Scheduled by'
    • partner_ids Many2many → res.partner
      comodel_name='res.partner' default=False required=True string='Customer'
    • rrule Char
      string='Recurrent Rule'
    • rrule_type Selection
      default='daily' help='Let the event automatically repeat at that interval' required=True string='Recurrence' args: RRULE_TYPE_SELECTION
    • sat Boolean
    • sequence Integer
      default=20 help='Used to order Visits in the different views'
    • start Datetime
      default=fields.Date.today help='Start date of an event, without time for full days events' required=True tracking=True
    • start_date Date
      compute='_compute_dates' inverse='_inverse_dates' store=True tracking=True
    • state Selection
      copy=False default='draft' required=True selection=[('draft', 'Draft'), ('in-progress', 'In Progress'), ('done', 'Done'), ('cancel', 'Cancelled')] string='Status' tracking=True
    • stop Datetime
      compute='_compute_stop' default=<expr> help='Stop date of an event, without time for full days events' required=True store=True tracking=True
    • stop_date Date
      compute='_compute_dates' inverse='_inverse_dates' store=True string='End Date' tracking=True
    • sun Boolean
    • thu Boolean
    • tue Boolean
    • until Date
    • user_id Many2one → res.users
      comodel_name='res.users' default=<expr> domain=<expr> string='Salesperson' tracking=True
    • visit_ids One2many → crm.salesperson.planner.visit
      comodel_name='crm.salesperson.planner.visit' inverse_name='visit_template_id' string='Visit Template'
    • visit_ids_count Integer
      compute='_compute_visit_ids_count' string='Number of Sales Person Visits'
    • wed Boolean
    • weekday Selection
      args: WEEKDAY_SELECTION
    Public methods (6)
    • action_cancel(self)
    • action_draft(self)
    • action_validate(self)
    • action_view_salesperson_planner_visit(self)
    • create(self, vals_list)
      @api.model_create_multi
    • create_visits(self, days=7)

    New fields (1)
    • date_to Date
      default=<expr> required=True string='Date to'
    Public methods (1)
    • create_visits(self)

    New fields (1)
    • salesperson_planner_visit_count Integer
      compute='_compute_salesperson_planner_visit_count' string='Number of Salesperson Visits'
    Public methods (1)
    • action_view_salesperson_planner_visit(self)

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    Status
    Open migration PR — not merged yet for this version
    CI status
    checks failing
    Open since
    69 days ago
    Last activity
    20 days ago
    Repository
    OCA/crm
    Pull request
    [19.0][MIG] crm_salesperson_planner: Migration to 19.0 (#751)