PMS - CRM

pms_crm
REPOSITORY
REPOSITORYOCA/pms
GIT
GIThttps://github.com/OCA/pms.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/pms/tree/19.0/pms_crm
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYGeneric Modules/Property Management System
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Gray Matter Logic
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Gray Matter Logic
COMMITTERS
COMMITTERSMaxime Chambreuil, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITEhttps://github.com/OCA/pms
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:50
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/pms:
    - pms_base
odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - http_routing
    - auth_signup
    - phone_validation
    - base_geolocalize
    - product
    - uom
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module links the CRM pipeline to the Property Management System.

It includes:

- **Lead/Opportunity counter on properties**: see how many leads reference a property
  directly from the property form.
- **Property counter on leads**: see how many properties are linked to a lead or
  opportunity.
- **Smart buttons**: one-click navigation between properties and CRM leads.
- **Bidirectional linking**: a many-to-many relationship allows a lead to reference
  multiple properties and a property to appear in multiple leads.

Code Analysis

Views touched (2)
XML IDNameModelTypeStatus
view_crm_lead_form crm.lead.form crm.lead xpath Inherits crm.crm_lead_view_form
view_pms_property_form pms.property.form pms.property xpath Inherits pms_base.view_pms_property_form
Models touched (2)

New fields (2)
  • property_count Integer
    compute='_compute_property_count' copy=False readonly=True
  • property_ids Many2many → pms.property
    column1='lead_id' column2='property_id' copy=False relation='crm_lead_pms_property_rel' string='PMS Properties' args: 'pms.property'
Public methods (1)
  • action_view_properties(self)

New fields (2)
  • lead_count Integer
    compute='_compute_lead_count' copy=False readonly=True
  • lead_ids Many2many → crm.lead
    column1='property_id' column2='lead_id' copy=False relation='crm_lead_pms_property_rel' string='Leads' args: 'crm.lead'
Public methods (1)
  • action_view_leads(self)