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How to create an activity in CRM using Python with an automated action?

python activity AutomatedActions

2 Replies

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yaser akhras

Hello,

How to create an activity in CRM module v 15; when a lead still more than 3 days at 'New' stage, and assign this activity for both: the salesperson and sales team leader using Python code with an automated action?

env['mail.activity'].create({
        'display_name': 'text',
        'summary': '3 Days!',
        'date_deadline': datetime.datetime.now(),
        'user_id': record.user_id.id,
        'res_id': record.id,
        'res_model_id': self.env['ir.model'].search([('model', '=', 'crm.lead')]).id,
        'activity_type_id': 4
    })

Cybrosys Techno Solutions Pvt.Ltd

Hi,

It is better to do it in a scheduled action(Which will automatically run(We can set the Execution Intervals)). Create a Schedule action in xml file (or from the Front End):

<field name="name">Activity for Leads</field>

<field name="code">model.action_create_activity()</field>

<field name="interval_type">minutes</field>

</record>

Then inherit the crm.lead

import datetime

from odoo import modelsclass

CrmLead(models.Model)

_inherit = 'crm.lead'

def action_create_activity(self)

today = datetime.datetime.now()
date_previous = today - datetime.timedelta(days=1)

stage_id = self.env.ref('crm.stage_lead_1')

crm_ids = self.search([('stage_id', '=', stage_id.id')])

crm_ids = crm_ids.filtered(lambda x:x.create_date.date() == date_previous.date())

for lead in crm_ids:

Hope it helps

yaser akhras

Author

Thanks Cybro,
I got this error:

forbidden opcode(s) in "# Available variables:\n# - env: Odoo Environment on which the action is triggered\n# - model: Odoo Model of the record on which the action is triggered; is a void recordset\n# - record: record on which the action is triggered; may be void\n# - records: recordset of all records on which the action is triggered in multi-mode; may be void\n# - time, datetime, dateutil, timezone: useful Python libraries\n# - float_compare: Odoo function to compare floats based on specific precisions\n# - log: log(message, level='info'): logging function to record debug information in ir.logging table\n# - UserError: Warning Exception to use with raise\n# - Command: x2Many commands namespace\n# To return an action, assign: action = {...}\n\nimport datetime\nfrom odoo import modelsclass \n\nCrmLead(models.Model)\n\n_inherit = 'crm.lead'\n\ndef action_create_activity(self):\n today = datetime.datetime.now()\n date_previous = today - datetime.timedelta(days=1) \n stage_id = self.env.ref('crm.stage_lead_1') \n crm_ids = self.search([('stage_id', '=', 'stage_id.id')]) \n crm_ids = crm_ids.filtered(lambda x:x.create_date.date() == date_previous.date()) \n for lead in crm_ids:\n env['mail.activity'].create({\n 'display_name': 'text',\n 'summary': 'text',\n 'date_deadline': datetime.datetime.now(),\n 'user_id': record.user_id.id,\n 'res_id': record.id,\n 'res_model_id': self.env['ir.model'].search([('model', '=', 'crm.lead')]).id,\n 'activity_type_id': 4\n })": IMPORT_NAME, IMPORT_FROM

Cybrosys Techno Solutions Pvt.Ltd

As you are creating the schedule action from frontend, we cannot directly call the function. So instead of that please use the following code:
today = datetime.datetime.now()
date_previous = today - datetime.timedelta(days=1)
stage_id = env.ref('crm.stage_lead1')
crm_ids = model.search([('stage_id', '=', stage_id.id)])
crm_ids = crm_ids.filtered(lambda x:x.create_date.date() == date_previous.date())
for crm in crm_ids:
env['mail.activity'].create({
'display_name': 'CRM ACTION',
'summary': '3 Days', 'res_id': crm.id,
'res_model_id': env.ref('crm.model_crm_lead').id
})

shayan0686

whats the create code for activity?

Ajin A K

Hi,

By implementing a scheduled activity, you can automate the process of creating follow-up tasks for leads that have been stagnant in the 'New' stage for an extended period.

from odoo import fields, models, api, tools

class ScheduledActivity(models.Model):

_name = 'crm.scheduled.activity'

def _check_and_create_activity(self):

three_days_ago = fields.Datetime.now() - timedelta(days=3)

new_leads = self.env['crm.lead'].search([

('stage_id.name', '=', 'New'),

('create_date', '

])

for lead in new_leads:

activity_data = {

'display_name': 'Follow Up: Lead Stuck in New Stage',

'summary': 'This lead has been in the New stage for more than 3 days.',

'date_deadline': fields.Datetime.now(),

'user_id': lead.user_team_id.leader_id.id])]

self.env['mail.activity'].create(activity_data)

def run_scheduled_activity(self):

self._check_and_create_activity()

# Schedule the action to run daily (modify interval as needed)

tools.scheduler.cron.register(

self._name + '.run_scheduled_activity',

self.run_scheduled_activity,

day=1, # Every day

)

Hope this should be helpful!

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