SRM

srm
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/19.0/srm
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYCRM
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Camptocamp
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Camptocamp
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Vincent Van Rossem, Maksym Yankin, eugenio
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:47
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    - crm
    - sales_team
    - calendar
    - utm
    - contacts
    - phone_validation
    - sale_crm
    - sale
    - account_payment
    - payment
    - purchase
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module allows the usage of crm module to manage leads coming from suppliers.
The flow is similar to CRM. The main change is that leads be generated from customer or supplier request type.
For supplier requests leads can be converted in purchases.

Code Analysis

Views touched (5)
XML IDNameModelTypeStatus
crm_case_form_view_oppor crm.lead.oppor.inherited.crm crm.lead xpath Inherits sale_crm.crm_case_form_view_oppor
purchase_order_form purchase.order.form purchase.order field Inherits purchase.purchase_order_form
quick_create_opportunity_form srm.lead.form.quick_create crm.lead field Inherits crm.quick_create_opportunity_form
srm_lead_view_form crm.lead.form crm.lead xpath Inherits crm.crm_lead_view_form
srm_rfq_partner_view_form srm.rfq.partner.view.form srm.rfq.partner form New
Models touched (4)

New fields (7)
  • purchase_amount_total Monetary
    compute='_compute_purchase_amount_total' currency_field='company_currency' help='Untaxed Total of Confirmed Purchase Orders' string='Sum of Purchase Orders'
  • purchase_order_count Integer
    compute='_compute_purchase_order_count' string='Number of Purchase Orders'
  • purchase_order_ids One2many → purchase.order
    comodel_name='purchase.order' inverse_name='opportunity_id' string='Purchase Orders'
  • request_for_quotation_count Integer
    compute='_compute_request_for_quotation_count' string='Number of Request for Quotations'
  • request_type Selection
    selection=[('customer', 'Customer Lead'), ('supplier', 'Supplier Lead')]
  • team_id Many2one
  • user_id Many2one
    string='Responsible'
Public methods (2)
  • action_lead_rfq_new(self)
  • action_rfq_new(self)

New fields (0)

No new fields.

Public methods (1)
  • action_your_pipeline(self)
    @api.model

New fields (1)
  • opportunity_id Many2one → crm.lead
    check_company=True comodel_name='crm.lead' domain="\n [\n ('type', '=', 'opportunity'),\n ('request_type', '=', 'supplier'),\n '|',\n ('company_id', '=', False),\n ('company_id', '=', company_id),\n ]\n "
Public methods (0)

No public methods.

New fields (3)
  • action Selection
    required=True selection=[('create', 'Create a new vendor'), ('exist', 'Link to an existing vendor'), ('nothing', 'Do not link to a vendor')] string='RFQ Vendor'
  • lead_id Many2one → crm.lead
    comodel_name='crm.lead' required=True string='Associated Lead'
  • partner_id Many2one → res.partner
    comodel_name='res.partner' string='Vendor'
Public methods (2)
  • action_apply(self)
    Create/link vendor if requested, then open the RFQ form.
  • default_get(self, field_list)
    @api.model