Crm Salesperson Planner Sale

crm_salesperson_planner_sale
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/16.0/crm_salesperson_planner_sale
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), Sygel Technology
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), Sygel Technology
COMMITTERS
COMMITTERSPedro M. Baeza, Weblate, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/crm:
    - crm_salesperson_planner
odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - resource
    - utm
    - web_kanban_gauge
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - sale
    - account_payment
    - account
    - product
    - uom
    - analytic
    - payment
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_salesperson_planner_sale_view_order_form
                    crm.salesperson.planner.sale.view.order.form
                    sale.order
                    xpath
                    
                        
                        Inherits sale.view_order_form
                        
                    
                

                
                

                    crm_salesperson_planner_visit_sale_form_view
                    Crm Salesperson Planner Visit Sale Form View
                    crm.salesperson.planner.visit
                    header
                    
                        
                        Inherits crm_salesperson_planner.crm_salesperson_planner_visit_form_view
                        
                    
                

                
            
        

        

        

        
Models touched (2)

        
        

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                order_ids
                                One2many → sale.order
                                
                                
    
                                    
                                    
                                    
                                    string='Orders'
                                    
                                    args: 'sale.order', 'visit_id'
                                
    
                                
                            
    • 
                            
                            
  • 
                                quotation_count
                                Integer
                                
                                
    
                                    
                                    compute='_compute_sale_data'
                                    
                                    store=True
                                    
                                    string='Number of Quotations'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sale_order_count
                                Integer
                                
                                
    
                                    
                                    compute='_compute_sale_data'
                                    
                                    store=True
                                    
                                    string='Number of Sale Orders'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (3)
                        
                        
    
                            
                            
  • 
                                action_sale_quotation_new(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_view_sale_order(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_view_sale_quotation(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                visit_id
                                Many2one → crm.salesperson.planner.visit
                                
                                
    
                                    
                                    check_company=True
                                    
                                    comodel_name='crm.salesperson.planner.visit'
                                    
                                    domain="[('partner_id', 'child_of', partner_id), '|', ('company_id', '=', False), ('company_id', '=', company_id)]"
                                    
                                    string='Visit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/crm

                
GIT

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

                
GIT FOLDER

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

                
VERSION

                
VERSION
                    
                    
                    1.0.0
                    
                

                
CATEGORY

                
CATEGORYCustomer Relationship Management

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSTecnativa, Odoo Community Association (OCA), Sygel Technology

                
MAINTAINERS

                
MAINTAINERSTecnativa, Odoo Community Association (OCA), Sygel Technology

                
COMMITTERS

                
COMMITTERSVíctor Martínez, Weblate, OCA-git-bot, oca-ci

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/crm

                
LAST TRACKING UPDATE

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

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    OCA/crm:

                    
                        - crm_salesperson_planner

                    
                    
                    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

                    
                        - sale

                    
                        - payment

                    
                        - account

                    
                        - product

                    
                        - uom

                    
                        - analytic

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_salesperson_planner_sale_view_order_form
                    crm.salesperson.planner.sale.view.order.form
                    sale.order
                    xpath
                    
                        
                        Inherits sale.view_order_form
                        
                    
                

                
                

                    crm_salesperson_planner_visit_sale_form_view
                    Crm Salesperson Planner Visit Sale Form View
                    crm.salesperson.planner.visit
                    header
                    
                        
                        Inherits crm_salesperson_planner.crm_salesperson_planner_visit_form_view
                        
                    
                

                
            
        

        

        

        
Models touched (2)

        
        

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                order_ids
                                One2many → sale.order
                                
                                
    
                                    
                                    
                                    
                                    string='Orders'
                                    
                                    args: 'sale.order', 'visit_id'
                                
    
                                
                            
    • 
                            
                            
  • 
                                quotation_count
                                Integer
                                
                                
    
                                    
                                    compute='_compute_sale_data'
                                    
                                    store=True
                                    
                                    string='Number of Quotations'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                sale_order_count
                                Integer
                                
                                
    
                                    
                                    compute='_compute_sale_data'
                                    
                                    store=True
                                    
                                    string='Number of Sale Orders'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (3)
                        
                        
    
                            
                            
  • 
                                action_sale_quotation_new(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_view_sale_order(self)
                                
                                
                            
    • 
                            
                            
  • 
                                action_view_sale_quotation(self)
                                
                                
                            
    • 
                            
                        

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (1)
                        
                        
    
                            
                            
  • 
                                visit_id
                                Many2one → crm.salesperson.planner.visit
                                
                                
    
                                    
                                    check_company=True
                                    
                                    comodel_name='crm.salesperson.planner.visit'
                                    
                                    domain="[('partner_id', 'child_of', partner_id), '|', ('company_id', '=', False), ('company_id', '=', company_id)]"
                                    
                                    string='Visit'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
STATUS

                
STATUSOpen migration PR - not merged yet for this version

                
REPOSITORY

                
REPOSITORYOCA/crm

                
PULL REQUEST

                
PULL REQUEST[19.0][MIG] crm_salesperson_planner_sale : Migration to 19.0 (#752)