crm_salesperson_planner
⧉ View on GitHubPurpose
Helps CRM teams plan, schedule, and follow up salesperson visits via templates synchronized with calendar events.
Features
- crm.salesperson.planner.visit: Records each planned visit with sequenced numbering, assigned salesperson/customer, linked opportunities, and lifecycle actions that spawn and keep synchronized the related all-day calendar event.
- crm.salesperson.planner.visit.close.reason: Defines cancellation and incident reason types with optional image and reschedule requirements so visit closures follow consistent rules.
- crm.salesperson.planner.visit.close.wiz: Closing wizard captures the chosen reason, notes, and evidence, then optionally clones the visit with a new date and sequence while preserving its opportunities when rescheduling.
- crm.salesperson.planner.visit.template: Provides recurring visit templates that target a single customer, reuse calendar recurrence settings, compute visit counts and last visit date, and auto-validate generated visits.
- crm.salesperson.planner.visit.template: Generates upcoming visits by skipping already created dates, links them back to the template, and marks the template done once the configured recurrence horizon is reached.
- crm.salesperson.planner.visit.template.create: Allows planners to set a horizon date to immediately create the required number of visits from a template, preventing dates earlier than today.
- calendar.event: Bidirectional synchronization propagates date and salesperson changes between calendar events and visits, updates attendee lists, and prevents deleting events until the linked visit is cancelled.
- crm.lead: Opportunities gain a visits smart relation filtered by customer hierarchy so sales teams know which visits will handle each deal.
- res.partner: Partners display aggregated salesperson visit counts including child entities and offer a shortcut to the filtered visit list.
- scheduler: A cron job periodically processes in-progress templates to create visits for the next configurable number of days, keeping salespeople’s itineraries populated.