SRM

srm · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    CRM
    Folder size
    0.07 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 09:06:23
    Authors
    Camptocamp, Odoo Community Association (OCA)
    Maintainers
    Camptocamp, Odoo Community Association (OCA)
    Committers
    Maksym Yankin, Vincent Van Rossem, Weblate, OCA-git-bot, oca-ci, eugenio
    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
    None
    System dependencies
    None
    Required by
    None
    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 form Inherits sale_crm.crm_case_form_view_oppor
    purchase_order_form purchase.order.form purchase.order form Inherits purchase.purchase_order_form
    quick_create_opportunity_form srm.lead.form.quick_create crm.lead form Inherits crm.quick_create_opportunity_form
    srm_lead_view_form crm.lead.form crm.lead form Inherits crm.crm_lead_view_form
    srm_rfq_partner_view_form srm.rfq.partner.view.form srm.rfq.partner form New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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