Crm Salesperson Planner

crm_salesperson_planner
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/18.0/crm_salesperson_planner
VERSION
VERSION 1.1.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Sygel Technology
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Sygel Technology
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, sygel, Bhavesh Heliconia
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:09
ODOO DEPENDENCIES
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
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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 notebook 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 xpath Inherits base.view_partner_form
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)
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/17.0/crm_salesperson_planner
VERSION
VERSION 1.1.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Sygel Technology
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Sygel Technology
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, sygel, bobrador, MohamedOsman7
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:20:03
ODOO DEPENDENCIES
ODOO DEPENDENCIES 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 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 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 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 notebook 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 tree 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 tree New
crm_salesperson_planner_visit_tree_view CRM - Salesperson Planner Visit Tree crm.salesperson.planner.visit tree New
partner_view_crm_salesperson_planner partner.view.crm.salesperson.planner res.partner xpath Inherits base.view_partner_form
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)
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/16.0/crm_salesperson_planner
VERSION
VERSION 2.0.2
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Sygel Technology
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Sygel Technology
COMMITTERS
COMMITTERSPedro M. Baeza, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Zina Rasoamanana
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES 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
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (11)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_lead_crm_salesperson_planner
                    crm.lead.view.crm.salesperson.planner
                    crm.lead
                    notebook
                    
                        
                        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
                    tree
                    
                        
                        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
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    crm_salesperson_planner_visit_tree_view
                    CRM - Salesperson Planner Visit Tree
                    crm.salesperson.planner.visit
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    partner_view_crm_salesperson_planner
                    partner.view.crm.salesperson.planner
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
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='/'
                                    
                                    readonly=True
                                    
                                    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'
                                    
                                    readonly=True
                                    
                                    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='/'
                                    
                                    readonly=True
                                    
                                    string='Visit Template Number'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    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'
                                    
                                    readonly=False
                                    
                                    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)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/crm

                
GIT

                
GIThttps://github.com/OCA/crm.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/crm/tree/15.0/crm_salesperson_planner

                
VERSION

                
VERSION
                    
                    
                    3.0.1
                    
                

                
CATEGORY

                
CATEGORYCustomer Relationship Management

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSOdoo Community Association (OCA), Sygel Technology

                
MAINTAINERS

                
MAINTAINERSOdoo Community Association (OCA), Sygel Technology

                
COMMITTERS

                
COMMITTERSPedro M. Baeza, sergio-teruel, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Roger, ilo

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/crm

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:46:31

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    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 (11)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_lead_crm_salesperson_planner
                    crm.lead.view.crm.salesperson.planner
                    crm.lead
                    notebook
                    
                        
                        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
                    tree
                    
                        
                        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
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    crm_salesperson_planner_visit_tree_view
                    CRM - Salesperson Planner Visit Tree
                    crm.salesperson.planner.visit
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    partner_view_crm_salesperson_planner
                    partner.view.crm.salesperson.planner
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
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='/'
                                    
                                    readonly=True
                                    
                                    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'
                                    
                                    readonly=True
                                    
                                    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='/'
                                    
                                    readonly=True
                                    
                                    string='Visit Template Number'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_id
                                Many2one → res.partner
                                
                                
    
                                    
                                    comodel_name='res.partner'
                                    
                                    readonly=True
                                    
                                    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'
                                    
                                    readonly=False
                                    
                                    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)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/crm

                
GIT

                
GIThttps://github.com/OCA/crm.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/crm/tree/13.0/crm_salesperson_planner

                
VERSION

                
VERSION
                    
                    
                    1.0.0
                    
                

                
CATEGORY

                
CATEGORYCustomer Relationship Management

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSOdoo Community Association (OCA), Sygel Technology

                
MAINTAINERS

                
MAINTAINERSOdoo Community Association (OCA), Sygel Technology

                
COMMITTERS

                
COMMITTERSoca-travis, Weblate, OCA-git-bot, Valentin Vinagre Urteaga

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/crm

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:34:10

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    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 (11)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_lead_crm_salesperson_planner
                    crm.lead.view.crm.salesperson.planner
                    crm.lead
                    notebook
                    
                        
                        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
                    tree
                    
                        
                        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
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    crm_salesperson_planner_visit_tree_view
                    CRM - Salesperson Planner Visit Tree
                    crm.salesperson.planner.visit
                    tree
                    
                        
                        New
                        
                    
                

                
                

                    partner_view_crm_salesperson_planner
                    partner.view.crm.salesperson.planner
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
            
        

        

        

        
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, can_be_deleted=True)
                                
                                
                            
    • 
                            
                            
  • 
                                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
                                    
                                    string='Close Reason Image'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                close_reason_notes
                                Text
                                
                                
    
                                    
                                    string='Close Reason Notes'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                company_id
                                Many2one → res.company
                                
                                
    
                                    
                                    comodel_name='res.company'
                                    
                                    default=<expr>
                                    
                                    string='Company'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                date
                                Date
                                
                                
    
                                    
                                    default=fields.Date.context_today
                                    
                                    required=True
                                    
                                    string='Date'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                description
                                Html
                                
                                
    
                                    
                                    string='Description'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                name
                                Char
                                
                                
    
                                    
                                    copy=False
                                    
                                    default='/'
                                    
                                    readonly=True
                                    
                                    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'
                                    
                                    string='Sequence'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                state
                                Selection
                                
                                
    
                                    
                                    copy=False
                                    
                                    default='draft'
                                    
                                    readonly=True
                                    
                                    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
                                    
                                    string='Require Image'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                reschedule
                                Boolean
                                
                                
    
                                    
                                    default=False
                                    
                                    string='Reschedule'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        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
                                    
                                    string='Image'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                new_date
                                Date
                                
                                
    
                                    
                                    default=<expr>
                                    
                                    string='New Date'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                new_sequence
                                Integer
                                
                                
    
                                    
                                    default=<expr>
                                    
                                    help='Used to order Visits in the different views'
                                    
                                    string='Sequence'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                notes
                                Text
                                
                                
    
                                    
                                    string='Notes'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                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
                                    
                                    string='Reschedule'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                action_close_reason_apply(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (16)
                        
                        
    
                            
                            
  • 
                                alarm_ids
                                Many2many
                                
                                
    
                                    
                                    relation='visit_calendar_event_rel'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                allday
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                auto_validate
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    string='Auto Validate'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                categ_ids
                                Many2many
                                
                                
    
                                    
                                    relation='visit_category_rel'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                company_id
                                Many2one → res.company
                                
                                
    
                                    
                                    comodel_name='res.company'
                                    
                                    default=<expr>
                                    
                                    string='Company'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                final_date
                                Date
                                
                                
    
                                    
                                    string='Repeat Until'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                last_visit_date
                                Date
                                
                                
    
                                    
                                    compute='_compute_last_visit_date'
                                    
                                    store=True
                                    
                                    string='Last Visit Date'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                name
                                Char
                                
                                
    
                                    
                                    copy=False
                                    
                                    default='/'
                                    
                                    readonly=True
                                    
                                    string='Visit Template Number'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                partner_ids
                                Many2many
                                
                                
    
                                    
                                    default=False
                                    
                                    relation='salesperson_planner_res_partner_rel'
                                    
                                    required=True
                                    
                                    string='Customer'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                recurrency
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                rrule_type
                                Selection
                                
                                
    
                                    
                                    default='daily'
                                    
                                    required=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sequence
                                Integer
                                
                                
    
                                    
                                    default=20
                                    
                                    help='Used to order Visits in the different views'
                                    
                                    string='Sequence'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                state
                                Selection
                                
                                
    
                                    
                                    copy=False
                                    
                                    default='draft'
                                    
                                    required=True
                                    
                                    selection=[('draft', 'Draft'), ('in-progress', 'In Progress'), ('done', 'Done'), ('cancel', 'Cancelled')]
                                    
                                    string='Status'
                                    
                                    tracking=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                user_id
                                Many2one
                                
                                
    
                                    
                                    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'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (11)
                        
                        
    
                            
                            
  • 
                                action_cancel(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_draft(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_validate(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_view_salesperson_planner_visit(self)
                                
                                
                            
    • 
                            
                            
  • 
                                create(self, vals_list)
                                
    @api.model_create_multi
    
                                
                            
    • 
                            
                            
  • 
                                create_attendees(self)
                                
                                
                            
    • 
                            
                            
  • 
                                create_visits(self, days=7)
                                
                                
                            
    • 
                            
                            
  • 
                                filter_dates(self, recurrences, days='7')
                                
                                
                            
    • 
                            
                            
  • 
                                get_recurrent_ids(self, domain, order=None)
                                
                                
                            
    • 
                            
                            
  • 
                                unlink(self, can_be_deleted=True)
                                
                                
                            
    • 
                            
                            
  • 
                                write(self, vals)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        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)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
STATUS

                
STATUSOpen migration PR - not merged yet for this version

                
REPOSITORY

                
REPOSITORYOCA/crm

                
PULL REQUEST

                
PULL REQUEST[19.0][MIG] crm_salesperson_planner: Migration to 19.0 (#751)