Event CRM

• event_id Many2one → event.event
  help='Event triggering the rule that created this lead' index='btree_not_null' string='Source Event' args: 'event.event'
• event_lead_rule_id Many2one → event.lead.rule
  help='Rule that created this lead' index='btree_not_null' string='Registration Rule' args: 'event.lead.rule'
• registration_count Integer
  compute='_compute_registration_count' groups='event.group_event_registration_desk' help='Counter for the registrations linked to this lead' string='# Registrations'
• registration_ids Many2many → event.registration
  groups='event.group_event_registration_desk' help='Registrations triggering the rule that created this lead' string='Source Registrations' args: 'event.registration'

No public methods.

• lead_count Integer
  compute='_compute_lead_count' groups='sales_team.group_sale_salesman' string='# Leads'
• lead_ids One2many → crm.lead
  groups='sales_team.group_sale_salesman' help='Leads generated from this event' string='Leads' args: 'crm.lead', 'event_id'

• action_generate_leads(self, event_lead_rules=False)
  Re-generate leads based on event.lead.rules. The method is ran synchronously if there is a low amount of registrations, otherwise it goes through a CRON job that runs in batches.
• action_view_leads(self)

• event_id Many2one → event.event
  ondelete='cascade' required=True string='Event' args: 'event.event'
• event_lead_rule_ids Many2many → event.lead.rule
  string='Lead Rules' args: 'event.lead.rule'
• processed_registration_id Integer
  help='The ID of the last processed event.registration, used to know where to resume.' args: 'Processed Registration'

No public methods.

• active Boolean
  default=True args: 'Active'
• company_id Many2one → res.company
  help='Restrict the trigger of this rule to events belonging to a specific company.\nIf not set, no company restriction will be applied.' string='Company' args: 'res.company'
• event_id Many2one → event.event
  domain="[('company_id', 'in', [company_id or current_company_id, False])]" help='Filter the attendees to include those of this specific event. If not set, no event restriction will be applied.' string='Event' args: 'event.event'
• event_registration_filter Text
  help='Filter the attendees that will or not generate leads.' string='Registrations Domain'
• event_type_ids Many2many → event.type
  help='Filter the attendees to include those of this specific event category. If not set, no event category restriction will be applied.' string='Event Templates' args: 'event.type'
• lead_creation_basis Selection
  default='attendee' help='Per Attendee: A Lead is created for each Attendee (B2C).\nPer Order: A single Lead is created per Ticket Batch/Sale Order (B2B)' required=True string='Create' args: [('attendee', 'Per Attendee'), ('order', 'Per Order')]
• lead_creation_trigger Selection
  default='create' help='Creation: at attendee creation;\nRegistered: at attendee registration, manually or automatically;\nAttended: when attendance is confirmed and registration set to done;' required=True string='When' args: [('create', 'Attendees are created'), ('confirm', 'Attendees are registered'), ('done', 'Attendees attended')]
• lead_ids One2many → crm.lead
  groups='sales_team.group_sale_salesman' string='Created Leads' args: 'crm.lead', 'event_lead_rule_id'
• lead_sales_team_id Many2one → crm.team
  help='Automatically assign the created leads to this Sales Team.' ondelete='set null' string='Sales Team' args: 'crm.team'
• lead_tag_ids Many2many → crm.tag
  help='Automatically add these tags to the created leads.' string='Tags' args: 'crm.tag'
• lead_type Selection
  default=<expr> help='Default lead type when this rule is applied.' required=True string='Lead Type' args: [('lead', 'Lead'), ('opportunity', 'Opportunity')]
• lead_user_id Many2one → res.users
  help='Automatically assign the created leads to this Salesperson.' string='Salesperson' args: 'res.users'
• name Char
  required=True translate=True args: 'Rule Name'

• action_execute_rule(self)

No new fields.

• action_add_rule_button(self)

• lead_count Integer
  compute='_compute_lead_count' compute_sudo=True args: '# Leads'
• lead_ids Many2many → crm.lead
  copy=False groups='sales_team.group_sale_salesman' readonly=True string='Leads' args: 'crm.lead'

• action_view_leads(self)
• create(self, vals_list)
  @api.model_create_multi
  Trigger rules based on registration creation, and check state for rules based on confirmed / done attendees.
• write(self, vals)
  Update the lead values depending on fields updated in registrations. There are 2 main use cases * first is when we update the partner_id of multiple registrations. It happens when a public user fill its information when they register to an event; * second is when we update specific values of one registration like updating question answers or a contact information (email, phone); Also trigger rules based on confirmed and done attendees (state written to open and done).