• opportunity_id Many2one → crm.lead
  domain="[('type', '=', 'opportunity')]" index=True ondelete='set null' args: 'crm.lead', 'Opportunity'

• create(self, vals)
  @api.model_create_multi
• default_get(self, fields)
  @api.model

• active Boolean
  readonly=True args: 'Active'
• author_id Many2one → res.partner
  readonly=True args: 'res.partner', 'Assigned To'
• body Html
  readonly=True args: 'Activity Description'
• company_id Many2one → res.company
  readonly=True args: 'res.company', 'Company'
• country_id Many2one → res.country
  readonly=True args: 'res.country', 'Country'
• date Datetime
  readonly=True args: 'Completion Date'
• date_closed Datetime
  readonly=True args: 'Closed Date'
• date_conversion Datetime
  readonly=True args: 'Conversion Date'
• date_deadline Date
  readonly=True args: 'Expected Closing'
• lead_create_date Datetime
  readonly=True args: 'Creation Date'
• lead_id Many2one → crm.lead
  readonly=True args: 'crm.lead', 'Opportunity'
• lead_type Selection
  help='Type is used to separate Leads and Opportunities' selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')] string='Type'
• mail_activity_type_id Many2one → mail.activity.type
  readonly=True args: 'mail.activity.type', 'Activity Type'
• partner_id Many2one → res.partner
  readonly=True args: 'res.partner', 'Customer'
• stage_id Many2one → crm.stage
  readonly=True args: 'crm.stage', 'Stage'
• subtype_id Many2one → mail.message.subtype
  readonly=True args: 'mail.message.subtype', 'Subtype'
• tag_ids Many2many
  readonly=True related='lead_id.tag_ids'
• team_id Many2one → crm.team
  readonly=True args: 'crm.team', 'Sales Team'
• user_id Many2one → res.users
  readonly=True args: 'res.users', 'Salesperson'

• init(self)

• active Boolean
  default=True tracking=True args: 'Active'
• automated_probability Float
  compute='_compute_probabilities' readonly=True store=True args: 'Automated Probability'
• calendar_event_ids One2many → calendar.event
  string='Meetings' args: 'calendar.event', 'opportunity_id'
• campaign_id Many2one
  ondelete='set null'
• city Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'City'
• color Integer
  default=0 args: 'Color Index'
• company_currency Many2one → res.currency
  compute='_compute_company_currency' compute_sudo=True string='Currency' args: 'res.currency'
• company_id Many2one → res.company
  compute='_compute_company_id' index=True readonly=False store=True string='Company' args: 'res.company'
• contact_name Char
  compute='_compute_contact_name' index='trigram' readonly=False store=True tracking=30 args: 'Contact Name'
• country_id Many2one → res.country
  compute='_compute_partner_address_values' readonly=False store=True string='Country' args: 'res.country'
• date_automation_last Datetime
  readonly=True args: 'Last Action'
• date_closed Datetime
  copy=False readonly=True args: 'Closed Date'
• date_conversion Datetime
  readonly=True args: 'Conversion Date'
• date_deadline Date
  help='Estimate of the date on which the opportunity will be won.' args: 'Expected Closing'
• date_last_stage_update Datetime
  compute='_compute_date_last_stage_update' index=True readonly=True store=True args: 'Last Stage Update'
• date_open Datetime
  compute='_compute_date_open' readonly=True store=True args: 'Assignment Date'
• day_close Float
  compute='_compute_day_close' store=True args: 'Days to Close'
• day_open Float
  compute='_compute_day_open' store=True args: 'Days to Assign'
• description Html
  args: 'Notes'
• duplicate_lead_count Integer
  compute='_compute_potential_lead_duplicates' string='Potential Duplicate Lead Count'
• duplicate_lead_ids Many2many → crm.lead
  compute='_compute_potential_lead_duplicates' context={'active_test': False} string='Potential Duplicate Lead' args: 'crm.lead'
• email_domain_criterion Char
  compute='_compute_email_domain_criterion' index='btree_not_null' store=True string='Email Domain Criterion'
• email_from Char
  compute='_compute_email_from' index='trigram' inverse='_inverse_email_from' readonly=False store=True tracking=40 args: 'Email'
• email_normalized Char
  index='trigram'
• email_state Selection
  compute='_compute_email_state' store=True string='Email Quality' args: [('correct', 'Correct'), ('incorrect', 'Incorrect')]
• expected_revenue Monetary
  currency_field='company_currency' default=0.0 tracking=True args: 'Expected Revenue'
• function Char
  compute='_compute_function' readonly=False store=True args: 'Job Position'
• is_automated_probability Boolean
  compute='_compute_is_automated_probability' args: 'Is automated probability?'
• is_partner_visible Boolean
  compute='_compute_is_partner_visible' args: 'Is Partner Visible'
• lang_active_count Integer
  compute='_compute_lang_active_count'
• lang_code Char
  related='lang_id.code'
• lang_id Many2one → res.lang
  compute='_compute_lang_id' readonly=False store=True string='Language' args: 'res.lang'
• lead_properties Properties
  copy=True definition='team_id.lead_properties_definition' args: 'Properties'
• lost_reason_id Many2one → crm.lost.reason
  index=True ondelete='restrict' string='Lost Reason' tracking=True args: 'crm.lost.reason'
• medium_id Many2one
  ondelete='set null'
• meeting_display_date Date
  compute='_compute_meeting_display'
• meeting_display_label Char
  compute='_compute_meeting_display'
• mobile Char
  compute='_compute_mobile' readonly=False store=True args: 'Mobile'
• name Char
  compute='_compute_name' index='trigram' readonly=False required=True store=True args: 'Opportunity'
• partner_email_update Boolean
  compute='_compute_partner_email_update' args: 'Partner Email will Update'
• partner_id Many2one → res.partner
  check_company=True help='Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.' index=True string='Customer' tracking=10 args: 'res.partner'
• partner_is_blacklisted Boolean
  readonly=True related='partner_id.is_blacklisted' args: 'Partner is blacklisted'
• partner_name Char
  compute='_compute_partner_name' help='The name of the future partner company that will be created while converting the lead into opportunity' index='trigram' readonly=False store=True tracking=20 args: 'Company Name'
• partner_phone_update Boolean
  compute='_compute_partner_phone_update' args: 'Partner Phone will Update'
• phone Char
  compute='_compute_phone' inverse='_inverse_phone' readonly=False store=True tracking=50 args: 'Phone'
• phone_sanitized Char
  index='btree_not_null'
• phone_state Selection
  compute='_compute_phone_state' store=True string='Phone Quality' args: [('correct', 'Correct'), ('incorrect', 'Incorrect')]
• priority Selection
  default=<expr> index=True string='Priority' args: crm_stage.AVAILABLE_PRIORITIES
• probability Float
  aggregator='avg' compute='_compute_probabilities' copy=False readonly=False store=True args: 'Probability'
• prorated_revenue Monetary
  compute='_compute_prorated_revenue' currency_field='company_currency' store=True args: 'Prorated Revenue'
• recurring_plan Many2one → crm.recurring.plan
  string='Recurring Plan' args: 'crm.recurring.plan'
• recurring_revenue Monetary
  currency_field='company_currency' default=0.0 tracking=True args: 'Recurring Revenues'
• recurring_revenue_monthly Monetary
  compute='_compute_recurring_revenue_monthly' currency_field='company_currency' store=True args: 'Expected MRR'
• recurring_revenue_monthly_prorated Monetary
  compute='_compute_recurring_revenue_monthly_prorated' currency_field='company_currency' store=True args: 'Prorated MRR'
• recurring_revenue_prorated Monetary
  compute='_compute_recurring_revenue_prorated' currency_field='company_currency' store=True args: 'Prorated Recurring Revenues'
• referred Char
  args: 'Referred By'
• source_id Many2one
  ondelete='set null'
• stage_id Many2one → crm.stage
  compute='_compute_stage_id' copy=False domain="['|', ('team_id', '=', False), ('team_id', '=', team_id)]" group_expand='_read_group_stage_ids' index=True ondelete='restrict' readonly=False store=True string='Stage' tracking=True args: 'crm.stage'
• state_id Many2one → res.country.state
  compute='_compute_partner_address_values' domain="[('country_id', '=?', country_id)]" readonly=False store=True string='State' args: 'res.country.state'
• street Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'Street'
• street2 Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'Street2'
• tag_ids Many2many → crm.tag
  help='Classify and analyze your lead/opportunity categories like: Training, Service' string='Tags' args: 'crm.tag', 'crm_tag_rel', 'lead_id', 'tag_id'
• team_id Many2one → crm.team
  check_company=True compute='_compute_team_id' index=True ondelete='set null' precompute=True readonly=False store=True string='Sales Team' tracking=True args: 'crm.team'
• title Many2one → res.partner.title
  compute='_compute_title' readonly=False store=True string='Title' args: 'res.partner.title'
• type Selection
  default=<expr> index=True required=True tracking=15 args: [('lead', 'Lead'), ('opportunity', 'Opportunity')]
• user_company_ids Many2many → res.company
  compute='_compute_user_company_ids' help='UX: Limit to lead company or all if no company' args: 'res.company'
• user_id Many2one → res.users
  check_company=True default=<expr> domain="[('share', '=', False)]" index=True string='Salesperson' tracking=True args: 'res.users'
• website Char
  compute='_compute_website' help='Website of the contact' readonly=False store=True args: 'Website'
• zip Char
  change_default=True compute='_compute_partner_address_values' readonly=False store=True args: 'Zip'

• action_reschedule_meeting(self)
• action_schedule_meeting(self, smart_calendar=True)
  Open meeting's calendar view to schedule meeting on current opportunity. :param smart_calendar: boolean, to set to False if the view should not try to choose relevant mode and initial date for calendar view, see ``_get_opportunity_meeting_view_parameters`` :return dict: dictionary value for created Meeting view
• action_set_automated_probability(self)
• action_set_lost(self, **additional_values)
  Lost semantic: probability = 0 or active = False
• action_set_won(self)
  Won semantic: probability = 100 (active untouched)
• action_set_won_rainbowman(self)
• action_show_potential_duplicates(self)
  Open kanban view to display duplicate leads or opportunity. :return dict: dictionary value for created kanban view
• action_snooze(self)
• convert_opportunity(self, partner, user_ids=False, team_id=False)
• copy_data(self, default=None)
• create(self, vals_list)
  @api.model_create_multi
• get_empty_list_help(self, help_message)
  @api.model
  This method returns the action helpers for the leads. If help is already provided on the action, the same is returned. Otherwise, we build the help message which contains the alias responsible for creating the lead (if available) and return it.
• get_import_templates(self)
  @api.model
• get_rainbowman_message(self)
• log_meeting(self, meeting)
  Log the meeting info with a link to it in the chatter :param record meeting: the meeting we want to log
• merge_opportunity(self, user_id=False, team_id=False, auto_unlink=True)
  Merge opportunities in one. Different cases of merge: - merge leads together = 1 new lead - merge at least 1 opp with anything else (lead or opp) = 1 new opp The resulting lead/opportunity will be the most important one (based on its confidence level) updated with values from other opportunities to merge. :param user_id : the id of the saleperson. If not given, will be determined by `_merge_data`. :param team : the id of the Sales Team. If not given, will be determined by `_merge_data`. :return crm.lead record resulting of th merge
• message_new(self, msg_dict, custom_values=None)
  @api.model
  Overrides mail_thread message_new that is called by the mailgateway through message_process. This override updates the document according to the email.
• redirect_lead_opportunity_view(self)
• search_fetch(self, domain, field_names, offset=0, limit=None, order=None)
  @api.model
  Override to support ordering on my_activity_date_deadline. Ordering through web client calls search_read() with an order parameter set. Method search_read() then calls search_fetch(). Here we override search_fetch() to intercept a search with an order on field my_activity_date_deadline. In that case we do the search in two steps. First step: fill with deadline-based results * Perform a read_group on my activities to get a mapping lead_id / deadline Remember date_deadline is required, we always have a value for it. Only the earliest deadline per lead is kept. * Search leads linked to those activities that also match the asked domain and order from the original search request. * Results of that search will be at the top of returned results. Use limit None because we have to search all leads linked to activities as ordering on deadline is done in post processing. * Reorder them according to deadline asc or desc depending on original search ordering. Finally take only a subset of those leads to fill with results matching asked offset / limit. Second step: fill with other results. If first step does not gives results enough to match offset and limit parameters we fill with a search on other leads. We keep the asked domain and ordering while filtering out already scanned leads to keep a coherent results. All other search and search_read are left untouched by this override to avoid side effects. Search_count is not affected by this override.
• toggle_active(self)
  When archiving: mark probability as 0. When re-activating update probability again, for leads and opportunities.
• unlink(self)
  Update meetings when removing opportunities, otherwise you have a link to a record that does not lead anywhere.
• write(self, vals)

• lead_ids Many2many → crm.lead
  string='Leads' args: 'crm.lead'
• lost_feedback Html
  sanitize=True args: 'Closing Note'
• lost_reason_id Many2one → crm.lost.reason
  args: 'crm.lost.reason', 'Lost Reason'

• action_lost_reason_apply(self)
  Mark lead as lost and apply the loss reason

• pls_fields Many2many → crm.lead.scoring.frequency.field
  default=_get_default_pls_fields args: 'crm.lead.scoring.frequency.field'
• pls_start_date Date
  default=_get_default_pls_start_date required=True

• action_update_crm_lead_probabilities(self)

• lost_count Float
  digits=(16, 1) args: 'Lost Count'
• team_id Many2one → crm.team
  ondelete='cascade' args: 'crm.team', 'Sales Team'
• value Char
  args: 'Value'
• variable Char
  index=True args: 'Variable'
• won_count Float
  digits=(16, 1) args: 'Won Count'

No public methods.

• field_id Many2one → ir.model.fields
  domain=[('model_id.model', '=', 'crm.lead')] ondelete='cascade' required=True args: 'ir.model.fields'
• name Char
  related='field_id.field_description'

No public methods.

• action Selection
  compute='_compute_action' compute_sudo=False readonly=False store=True string='Related Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
• duplicated_lead_ids Many2many → crm.lead
  compute='_compute_duplicated_lead_ids' compute_sudo=False context={'active_test': False} readonly=False store=True string='Opportunities' args: 'crm.lead'
• force_assignment Boolean
  default=True help='If checked, forces salesman to be updated on updated opportunities even if already set.' args: 'Force assignment'
• lead_id Many2one → crm.lead
  required=True args: 'crm.lead', 'Associated Lead'
• name Selection
  compute='_compute_name' compute_sudo=False readonly=False store=True args: [('convert', 'Convert to opportunity'), ('merge', 'Merge with existing opportunities')], 'Conversion Action'
• partner_id Many2one → res.partner
  compute='_compute_partner_id' compute_sudo=False readonly=False store=True args: 'res.partner', 'Customer'
• team_id Many2one → crm.team
  compute='_compute_team_id' compute_sudo=False readonly=False store=True args: 'crm.team', 'Sales Team'
• user_id Many2one → res.users
  compute='_compute_user_id' compute_sudo=False readonly=False store=True args: 'res.users', 'Salesperson'

• action_apply(self)
• default_get(self, fields)
  @api.model
  Allow support of active_id / active_model instead of jut default_lead_id to ease window action definitions, and be backward compatible.

• action Selection
  ondelete={'each_exist_or_create': <expr>} selection_add=[('each_exist_or_create', 'Use existing partner or create')] string='Related Customer'
• deduplicate Boolean
  default=True help='Merge with existing leads/opportunities of each partner' args: 'Apply deduplication'
• force_assignment Boolean
  default=False
• lead_id Many2one
  required=False
• lead_tomerge_ids Many2many → crm.lead
  context={'active_test': False} default=<expr> string='Active Leads' args: 'crm.lead', 'crm_convert_lead_mass_lead_rel'
• user_ids Many2many → res.users
  string='Salespersons' args: 'res.users'

• action_mass_convert(self)

• active Boolean
  default=True args: 'Active'
• leads_count Integer
  compute='_compute_leads_count' args: 'Leads Count'
• name Char
  required=True translate=True args: 'Description'

• action_lost_leads(self)

• opportunity_ids Many2many → crm.lead
  string='Leads/Opportunities' args: 'crm.lead', 'merge_opportunity_rel', 'merge_id', 'opportunity_id'
• team_id Many2one → crm.team
  compute='_compute_team_id' readonly=False store=True args: 'crm.team', 'Sales Team'
• user_id Many2one → res.users
  domain="[('share', '=', False)]" args: 'res.users', 'Salesperson'

• action_merge(self)
• default_get(self, fields)
  @api.model
  Use active_ids from the context to fetch the leads/opps to merge. In order to get merged, these leads/opps can't be in 'Dead' or 'Closed'

• active Boolean
  default=True args: 'Active'
• name Char
  required=True translate=True args: 'Plan Name'
• number_of_months Integer
  required=True args: '# Months'
• sequence Integer
  default=10 args: 'Sequence'

No public methods.

• fold Boolean
  help='This stage is folded in the kanban view when there are no records in that stage to display.' args: 'Folded in Pipeline'
• is_won Boolean
  args: 'Is Won Stage?'
• name Char
  required=True translate=True args: 'Stage Name'
• requirements Text
  help="Enter here the internal requirements for this stage (ex: Offer sent to customer). It will appear as a tooltip over the stage's name." args: 'Requirements'
• sequence Integer
  default=1 help='Used to order stages. Lower is better.' args: 'Sequence'
• team_count Integer
  compute='_compute_team_count' args: 'team_count'
• team_id Many2one → crm.team
  help='Specific team that uses this stage. Other teams will not be able to see or use this stage.' ondelete='set null' string='Sales Team' args: 'crm.team'

• default_get(self, fields)
  @api.model
  As we have lots of default_team_id in context used to filter out leads and opportunities, we pop this key from default of stage creation. Otherwise stage will be created for a given team only which is not the standard behavior of stages.

• alias_id Many2one
  help='The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.'
• assignment_auto_enabled Boolean
  compute='_compute_assignment_enabled' args: 'Auto Assignment'
• assignment_domain Char
  help='Additional filter domain when fetching unassigned leads to allocate to the team.' tracking=True args: 'Assignment Domain'
• assignment_enabled Boolean
  compute='_compute_assignment_enabled' args: 'Lead Assign'
• assignment_max Integer
  compute='_compute_assignment_max' help='Monthly average leads capacity for all salesmen belonging to the team' args: 'Lead Average Capacity'
• assignment_optout Boolean
  args: 'Skip auto assignment'
• lead_all_assigned_month_count Integer
  compute='_compute_lead_all_assigned_month_count' help='Number of leads and opportunities assigned this last month.' string='# Leads/Opps assigned this month'
• lead_all_assigned_month_exceeded Boolean
  compute='_compute_lead_all_assigned_month_count' help='True if the monthly lead assignment count is greater than the maximum assignment limit, false otherwise.' args: 'Exceed monthly lead assignement'
• lead_properties_definition PropertiesDefinition
  args: 'Lead Properties'
• lead_unassigned_count Integer
  compute='_compute_lead_unassigned_count' string='# Unassigned Leads'
• opportunities_amount Monetary
  compute='_compute_opportunities_data' string='Opportunities Revenues'
• opportunities_count Integer
  compute='_compute_opportunities_data' string='# Opportunities'
• opportunities_overdue_amount Monetary
  compute='_compute_opportunities_overdue_data' string='Overdue Opportunities Revenues'
• opportunities_overdue_count Integer
  compute='_compute_opportunities_overdue_data' string='# Overdue Opportunities'
• use_leads Boolean
  help='Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.' args: 'Leads'
• use_opportunities Boolean
  default=True help='Check this box to manage a presales process with opportunities.' args: 'Pipeline'

• action_assign_leads(self)
  Manual (direct) leads assignment. This method both * assigns leads to teams given by self; * assigns leads to salespersons belonging to self; See sub methods for more details about assign process. :return action: a client notification giving some insights on assign process;
• action_opportunity_forecast(self)
  @api.model
• action_primary_channel_button(self)
• action_your_pipeline(self)
  @api.model
• unlink(self)
  When unlinking, concatenate ``crm.lead.scoring.frequency`` linked to the team into "no team" statistics.
• write(self, vals)

• assignment_domain Char
  tracking=True args: 'Assignment Domain'
• assignment_enabled Boolean
  related='crm_team_id.assignment_enabled'
• assignment_max Integer
  default=30 args: 'Average Leads Capacity (on 30 days)'
• assignment_optout Boolean
  args: 'Skip auto assignment'
• lead_day_count Integer
  compute='_compute_lead_day_count' help='Lead assigned to this member this last day (lost one excluded)' args: 'Leads (last 24h)'
• lead_month_count Integer
  compute='_compute_lead_month_count' help='Lead assigned to this member those last 30 days' args: 'Leads (30 days)'

No public methods.

• kpi_crm_lead_created Boolean
  args: 'New Leads'
• kpi_crm_lead_created_value Integer
  compute='_compute_kpi_crm_lead_created_value'
• kpi_crm_opportunities_won Boolean
  args: 'Opportunities Won'
• kpi_crm_opportunities_won_value Integer
  compute='_compute_kpi_crm_opportunities_won_value'

No public methods.

No new fields.

• create(self, vals_list)
  @api.model_create_multi
• unlink(self)
• write(self, vals)

No new fields.

• action_create_calendar_event(self)
  Small override of the action that creates a calendar. If the activity is linked to a crm.lead through the "opportunity_id" field, we include in the action context the default values used when scheduling a meeting from the crm.lead form view. e.g: It will set the partner_id of the crm.lead as default attendee of the meeting.

• crm_auto_assignment_action Selection
  compute='_compute_crm_auto_assignment_data' help='Manual assign allow to trigger assignment from team form view using an action button. Automatic configures a cron running repeatedly assignment in all teams.' readonly=False store=True string='Auto Assignment Action' args: [('manual', 'Manually'), ('auto', 'Repeatedly')]
• crm_auto_assignment_interval_number Integer
  compute='_compute_crm_auto_assignment_data' help='Number of interval type between each cron run (e.g. each 2 days or each 4 days)' readonly=False store=True string='Repeat every'
• crm_auto_assignment_interval_type Selection
  compute='_compute_crm_auto_assignment_data' help='Interval type between each cron run (e.g. each 2 days or each 2 hours)' readonly=False store=True string='Auto Assignment Interval Unit' args: [('minutes', 'Minutes'), ('hours', 'Hours'), ('days', 'Days'), ('weeks', 'Weeks')]
• crm_auto_assignment_run_datetime Datetime
  compute='_compute_crm_auto_assignment_data' readonly=False store=True string='Auto Assignment Next Execution Date'
• crm_use_auto_assignment Boolean
  config_parameter='crm.lead.auto.assignment' string='Rule-Based Assignment'
• group_use_lead Boolean
  implied_group='crm.group_use_lead' string='Leads'
• group_use_recurring_revenues Boolean
  implied_group='crm.group_use_recurring_revenues' string='Recurring Revenues'
• is_membership_multi Boolean
  config_parameter='sales_team.membership_multi' string='Multi Teams'
• lead_enrich_auto Selection
  config_parameter='crm.iap.lead.enrich.setting' default='auto' string='Enrich lead automatically' args: [('manual', 'Enrich leads on demand only'), ('auto', 'Enrich all leads automatically')]
• lead_mining_in_pipeline Boolean
  config_parameter='crm.lead_mining_in_pipeline' args: 'Create a lead mining request directly from the opportunity pipeline.'
• module_crm_iap_enrich Boolean
  args: 'Enrich your leads automatically with company data based on their email address.'
• module_crm_iap_mine Boolean
  args: 'Generate new leads based on their country, industries, size, etc.'
• module_website_crm_iap_reveal Boolean
  args: "Create Leads/Opportunities from your website's traffic"
• predictive_lead_scoring_field_labels Char
  compute='_compute_predictive_lead_scoring_field_labels'
• predictive_lead_scoring_fields Many2many → crm.lead.scoring.frequency.field
  compute='_compute_pls_fields' inverse='_inverse_pls_fields_str' string='Lead Scoring Frequency Fields' args: 'crm.lead.scoring.frequency.field'
• predictive_lead_scoring_fields_str Char
  config_parameter='crm.pls_fields' string='Lead Scoring Frequency Fields in String'
• predictive_lead_scoring_start_date Date
  compute='_compute_pls_start_date' inverse='_inverse_pls_start_date_str' string='Lead Scoring Starting Date'
• predictive_lead_scoring_start_date_str Char
  config_parameter='crm.pls_start_date' string='Lead Scoring Starting Date in String'

• action_crm_assign_leads(self)
• set_values(self)

• opportunity_count Integer
  compute='_compute_opportunity_count' groups='sales_team.group_sale_salesman' string='Opportunity Count'
• opportunity_ids One2many → crm.lead
  domain=[('type', '=', 'opportunity')] string='Opportunities' args: 'crm.lead', 'partner_id'

• action_view_opportunity(self)
  This function returns an action that displays the opportunities from partner.

• target_sales_done Integer
  args: 'Activities Done Target'
• target_sales_won Integer
  args: 'Won in Opportunities Target'

No public methods.

• crm_lead_count Integer
  compute='_compute_crm_lead_count' groups='sales_team.group_sale_salesman' args: 'Leads/Opportunities count'
• use_leads Boolean
  compute='_compute_use_leads' args: 'Use Leads'

• action_redirect_to_leads_opportunities(self)

• opportunity_id Many2one → crm.lead
  domain="[('type', '=', 'opportunity')]" index=True ondelete='set null' args: 'crm.lead', 'Opportunity'

• create(self, vals)
  @api.model_create_multi
• default_get(self, fields)
  @api.model

• active Boolean
  readonly=True args: 'Active'
• author_id Many2one → res.partner
  readonly=True args: 'res.partner', 'Assigned To'
• body Html
  readonly=True args: 'Activity Description'
• company_id Many2one → res.company
  readonly=True args: 'res.company', 'Company'
• country_id Many2one → res.country
  readonly=True args: 'res.country', 'Country'
• date Datetime
  readonly=True args: 'Completion Date'
• date_closed Datetime
  readonly=True args: 'Closed Date'
• date_conversion Datetime
  readonly=True args: 'Conversion Date'
• date_deadline Date
  readonly=True args: 'Expected Closing'
• lead_create_date Datetime
  readonly=True args: 'Creation Date'
• lead_id Many2one → crm.lead
  readonly=True args: 'crm.lead', 'Opportunity'
• lead_type Selection
  help='Type is used to separate Leads and Opportunities' selection=[('lead', 'Lead'), ('opportunity', 'Opportunity')] string='Type'
• mail_activity_type_id Many2one → mail.activity.type
  readonly=True args: 'mail.activity.type', 'Activity Type'
• partner_id Many2one → res.partner
  readonly=True args: 'res.partner', 'Customer'
• stage_id Many2one → crm.stage
  readonly=True args: 'crm.stage', 'Stage'
• subtype_id Many2one → mail.message.subtype
  readonly=True args: 'mail.message.subtype', 'Subtype'
• tag_ids Many2many
  readonly=True related='lead_id.tag_ids'
• team_id Many2one → crm.team
  readonly=True args: 'crm.team', 'Sales Team'
• user_id Many2one → res.users
  readonly=True args: 'res.users', 'Salesperson'

• init(self)

No new fields.

No public methods.

• active Boolean
  default=True tracking=True args: 'Active'
• automated_probability Float
  compute='_compute_probabilities' readonly=True store=True args: 'Automated Probability'
• calendar_event_ids One2many → calendar.event
  string='Meetings' args: 'calendar.event', 'opportunity_id'
• campaign_id Many2one
  ondelete='set null'
• city Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'City'
• color Integer
  default=0 args: 'Color Index'
• company_currency Many2one → res.currency
  compute='_compute_company_currency' compute_sudo=True string='Currency' args: 'res.currency'
• company_id Many2one → res.company
  compute='_compute_company_id' index=True readonly=False store=True string='Company' args: 'res.company'
• contact_name Char
  compute='_compute_contact_name' index='trigram' readonly=False store=True tracking=30 args: 'Contact Name'
• country_id Many2one → res.country
  compute='_compute_partner_address_values' readonly=False store=True string='Country' args: 'res.country'
• date_automation_last Datetime
  readonly=True args: 'Last Action'
• date_closed Datetime
  copy=False readonly=True args: 'Closed Date'
• date_conversion Datetime
  readonly=True args: 'Conversion Date'
• date_deadline Date
  help='Estimate of the date on which the opportunity will be won.' args: 'Expected Closing'
• date_last_stage_update Datetime
  compute='_compute_date_last_stage_update' index=True readonly=True store=True args: 'Last Stage Update'
• date_open Datetime
  compute='_compute_date_open' readonly=True store=True args: 'Assignment Date'
• day_close Float
  compute='_compute_day_close' store=True args: 'Days to Close'
• day_open Float
  compute='_compute_day_open' store=True args: 'Days to Assign'
• description Html
  args: 'Notes'
• duplicate_lead_count Integer
  compute='_compute_potential_lead_duplicates' string='Potential Duplicate Lead Count'
• duplicate_lead_ids Many2many → crm.lead
  compute='_compute_potential_lead_duplicates' context={'active_test': False} string='Potential Duplicate Lead' args: 'crm.lead'
• email_domain_criterion Char
  compute='_compute_email_domain_criterion' index='btree_not_null' store=True string='Email Domain Criterion' unaccent=False
• email_from Char
  compute='_compute_email_from' index='trigram' inverse='_inverse_email_from' readonly=False store=True tracking=40 args: 'Email'
• email_normalized Char
  index='trigram'
• email_state Selection
  compute='_compute_email_state' store=True string='Email Quality' args: [('correct', 'Correct'), ('incorrect', 'Incorrect')]
• expected_revenue Monetary
  currency_field='company_currency' tracking=True args: 'Expected Revenue'
• function Char
  compute='_compute_function' readonly=False store=True args: 'Job Position'
• is_automated_probability Boolean
  compute='_compute_is_automated_probability' args: 'Is automated probability?'
• is_partner_visible Boolean
  compute='_compute_is_partner_visible' args: 'Is Partner Visible'
• kanban_state Selection
  compute='_compute_kanban_state' string='Kanban State' args: [('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')]
• lang_active_count Integer
  compute='_compute_lang_active_count'
• lang_code Char
  related='lang_id.code'
• lang_id Many2one → res.lang
  compute='_compute_lang_id' readonly=False store=True string='Language' args: 'res.lang'
• lead_properties Properties
  copy=True definition='team_id.lead_properties_definition' args: 'Properties'
• lost_reason_id Many2one → crm.lost.reason
  index=True ondelete='restrict' string='Lost Reason' tracking=True args: 'crm.lost.reason'
• medium_id Many2one
  ondelete='set null'
• meeting_display_date Date
  compute='_compute_meeting_display'
• meeting_display_label Char
  compute='_compute_meeting_display'
• mobile Char
  compute='_compute_mobile' readonly=False store=True args: 'Mobile'
• name Char
  compute='_compute_name' index='trigram' readonly=False required=True store=True args: 'Opportunity'
• partner_email_update Boolean
  compute='_compute_partner_email_update' args: 'Partner Email will Update'
• partner_id Many2one → res.partner
  check_company=True help='Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.' index=True string='Customer' tracking=10 args: 'res.partner'
• partner_is_blacklisted Boolean
  readonly=True related='partner_id.is_blacklisted' args: 'Partner is blacklisted'
• partner_name Char
  compute='_compute_partner_name' help='The name of the future partner company that will be created while converting the lead into opportunity' index='trigram' readonly=False store=True tracking=20 args: 'Company Name'
• partner_phone_update Boolean
  compute='_compute_partner_phone_update' args: 'Partner Phone will Update'
• phone Char
  compute='_compute_phone' inverse='_inverse_phone' readonly=False store=True tracking=50 args: 'Phone'
• phone_sanitized Char
  index='btree_not_null'
• phone_state Selection
  compute='_compute_phone_state' store=True string='Phone Quality' args: [('correct', 'Correct'), ('incorrect', 'Incorrect')]
• priority Selection
  default=<expr> index=True string='Priority' args: crm_stage.AVAILABLE_PRIORITIES
• probability Float
  compute='_compute_probabilities' copy=False group_operator='avg' readonly=False store=True args: 'Probability'
• prorated_revenue Monetary
  compute='_compute_prorated_revenue' currency_field='company_currency' store=True args: 'Prorated Revenue'
• recurring_plan Many2one → crm.recurring.plan
  string='Recurring Plan' args: 'crm.recurring.plan'
• recurring_revenue Monetary
  currency_field='company_currency' tracking=True args: 'Recurring Revenues'
• recurring_revenue_monthly Monetary
  compute='_compute_recurring_revenue_monthly' currency_field='company_currency' store=True args: 'Expected MRR'
• recurring_revenue_monthly_prorated Monetary
  compute='_compute_recurring_revenue_monthly_prorated' currency_field='company_currency' store=True args: 'Prorated MRR'
• recurring_revenue_prorated Monetary
  compute='_compute_recurring_revenue_prorated' currency_field='company_currency' store=True args: 'Prorated Recurring Revenues'
• referred Char
  args: 'Referred By'
• source_id Many2one
  ondelete='set null'
• stage_id Many2one → crm.stage
  compute='_compute_stage_id' copy=False domain="['|', ('team_id', '=', False), ('team_id', '=', team_id)]" group_expand='_read_group_stage_ids' index=True ondelete='restrict' readonly=False store=True string='Stage' tracking=True args: 'crm.stage'
• state_id Many2one → res.country.state
  compute='_compute_partner_address_values' domain="[('country_id', '=?', country_id)]" readonly=False store=True string='State' args: 'res.country.state'
• street Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'Street'
• street2 Char
  compute='_compute_partner_address_values' readonly=False store=True args: 'Street2'
• tag_ids Many2many → crm.tag
  help='Classify and analyze your lead/opportunity categories like: Training, Service' string='Tags' args: 'crm.tag', 'crm_tag_rel', 'lead_id', 'tag_id'
• team_id Many2one → crm.team
  check_company=True compute='_compute_team_id' index=True ondelete='set null' precompute=True readonly=False store=True string='Sales Team' tracking=True args: 'crm.team'
• title Many2one → res.partner.title
  compute='_compute_title' readonly=False store=True string='Title' args: 'res.partner.title'
• type Selection
  default=<expr> index=True required=True tracking=15 args: [('lead', 'Lead'), ('opportunity', 'Opportunity')]
• user_company_ids Many2many → res.company
  compute='_compute_user_company_ids' help='UX: Limit to lead company or all if no company' args: 'res.company'
• user_id Many2one → res.users
  check_company=True default=<expr> domain="[('share', '=', False)]" index=True string='Salesperson' tracking=True args: 'res.users'
• website Char
  compute='_compute_website' help='Website of the contact' readonly=False store=True args: 'Website'
• zip Char
  change_default=True compute='_compute_partner_address_values' readonly=False store=True args: 'Zip'

• action_reschedule_meeting(self)
• action_schedule_meeting(self, smart_calendar=True)
  Open meeting's calendar view to schedule meeting on current opportunity. :param smart_calendar: boolean, to set to False if the view should not try to choose relevant mode and initial date for calendar view, see ``_get_opportunity_meeting_view_parameters`` :return dict: dictionary value for created Meeting view
• action_set_automated_probability(self)
• action_set_lost(self, **additional_values)
  Lost semantic: probability = 0 or active = False
• action_set_won(self)
  Won semantic: probability = 100 (active untouched)
• action_set_won_rainbowman(self)
• action_show_potential_duplicates(self)
  Open kanban view to display duplicate leads or opportunity. :return dict: dictionary value for created kanban view
• action_snooze(self)
• convert_opportunity(self, partner, user_ids=False, team_id=False)
• copy(self, default=None)
  @api.returns('self', <expr>)
• create(self, vals_list)
  @api.model_create_multi
• get_empty_list_help(self, help_message)
  @api.model
  This method returns the action helpers for the leads. If help is already provided on the action, the same is returned. Otherwise, we build the help message which contains the alias responsible for creating the lead (if available) and return it.
• get_import_templates(self)
  @api.model
• get_rainbowman_message(self)
• log_meeting(self, meeting)
  Log the meeting info with a link to it in the chatter :param record meeting: the meeting we want to log
• merge_opportunity(self, user_id=False, team_id=False, auto_unlink=True)
  Merge opportunities in one. Different cases of merge: - merge leads together = 1 new lead - merge at least 1 opp with anything else (lead or opp) = 1 new opp The resulting lead/opportunity will be the most important one (based on its confidence level) updated with values from other opportunities to merge. :param user_id : the id of the saleperson. If not given, will be determined by `_merge_data`. :param team : the id of the Sales Team. If not given, will be determined by `_merge_data`. :return crm.lead record resulting of th merge
• message_new(self, msg_dict, custom_values=None)
  @api.model
  Overrides mail_thread message_new that is called by the mailgateway through message_process. This override updates the document according to the email.
• redirect_lead_opportunity_view(self)
• search_fetch(self, domain, field_names, offset=0, limit=None, order=None)
  @api.model
  Override to support ordering on my_activity_date_deadline. Ordering through web client calls search_read() with an order parameter set. Method search_read() then calls search_fetch(). Here we override search_fetch() to intercept a search with an order on field my_activity_date_deadline. In that case we do the search in two steps. First step: fill with deadline-based results * Perform a read_group on my activities to get a mapping lead_id / deadline Remember date_deadline is required, we always have a value for it. Only the earliest deadline per lead is kept. * Search leads linked to those activities that also match the asked domain and order from the original search request. * Results of that search will be at the top of returned results. Use limit None because we have to search all leads linked to activities as ordering on deadline is done in post processing. * Reorder them according to deadline asc or desc depending on original search ordering. Finally take only a subset of those leads to fill with results matching asked offset / limit. Second step: fill with other results. If first step does not gives results enough to match offset and limit parameters we fill with a search on other leads. We keep the asked domain and ordering while filtering out already scanned leads to keep a coherent results. All other search and search_read are left untouched by this override to avoid side effects. Search_count is not affected by this override.
• toggle_active(self)
  When archiving: mark probability as 0. When re-activating update probability again, for leads and opportunities.
• unlink(self)
  Update meetings when removing opportunities, otherwise you have a link to a record that does not lead anywhere.
• write(self, vals)

• lead_ids Many2many → crm.lead
  string='Leads' args: 'crm.lead'
• lost_feedback Html
  sanitize=True args: 'Closing Note'
• lost_reason_id Many2one → crm.lost.reason
  args: 'crm.lost.reason', 'Lost Reason'

• action_lost_reason_apply(self)
  Mark lead as lost and apply the loss reason

• pls_fields Many2many → crm.lead.scoring.frequency.field
  default=_get_default_pls_fields args: 'crm.lead.scoring.frequency.field'
• pls_start_date Date
  default=_get_default_pls_start_date required=True

• action_update_crm_lead_probabilities(self)

• lost_count Float
  digits=(16, 1) args: 'Lost Count'
• team_id Many2one → crm.team
  ondelete='cascade' args: 'crm.team', 'Sales Team'
• value Char
  args: 'Value'
• variable Char
  index=True args: 'Variable'
• won_count Float
  digits=(16, 1) args: 'Won Count'

No public methods.

• field_id Many2one → ir.model.fields
  domain=[('model_id.model', '=', 'crm.lead')] ondelete='cascade' required=True args: 'ir.model.fields'
• name Char
  related='field_id.field_description'

No public methods.

• action Selection
  compute='_compute_action' compute_sudo=False readonly=False store=True string='Related Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
• duplicated_lead_ids Many2many → crm.lead
  compute='_compute_duplicated_lead_ids' compute_sudo=False context={'active_test': False} readonly=False store=True string='Opportunities' args: 'crm.lead'
• force_assignment Boolean
  default=True help='If checked, forces salesman to be updated on updated opportunities even if already set.' args: 'Force assignment'
• lead_id Many2one → crm.lead
  required=True args: 'crm.lead', 'Associated Lead'
• name Selection
  compute='_compute_name' compute_sudo=False readonly=False store=True args: [('convert', 'Convert to opportunity'), ('merge', 'Merge with existing opportunities')], 'Conversion Action'
• partner_id Many2one → res.partner
  compute='_compute_partner_id' compute_sudo=False readonly=False store=True args: 'res.partner', 'Customer'
• team_id Many2one → crm.team
  compute='_compute_team_id' compute_sudo=False readonly=False store=True args: 'crm.team', 'Sales Team'
• user_id Many2one → res.users
  compute='_compute_user_id' compute_sudo=False readonly=False store=True args: 'res.users', 'Salesperson'