PMS - CRM

pms_crm · OCA/pms

    Repository
    OCA/pms · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Generic Modules/Property Management System
    Folder size
    0.1 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/pms
    Last tracking update
    2026-08-07 09:06:26
    Authors
    Odoo Community Association (OCA), Gray Matter Logic
    Maintainers
    Odoo Community Association (OCA), Gray Matter Logic
    Committers
    Maxime Chambreuil, Weblate, OCA-git-bot, oca-ci
    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
    None
    System dependencies
    None
    Required by
    None
    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 form Inherits crm.crm_lead_view_form
    view_pms_property_form pms.property.form pms.property form Inherits pms_base.view_pms_property_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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)