Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

CRM
e-Commerce
Бухгалтерия
Склад
PoS
Проекты
MRP

All apps

Все посты Люди Значки

Теги (Смотреть все)

odoo accounting v14 pos v15

Об этом форуме

Помощь

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

python activity AutomatedActions

2 Ответы

9160 Представления

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

Автор

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!

Не оставайтесь в стороне – присоединяйтесь к обсуждению!

Создайте аккаунт сегодня, чтобы получить доступ к эксклюзивным функциям и стать частью нашего замечательного сообщества!

Регистрация

Похожие посты	Ответы	Просмотры
Automated action doesn't work in Odoo 16 but Odoo 14 python AutomatedActions	1 нояб. 23	3205
Need Python code to run the Compute Price from BOM server action Решено python AutomatedActions	2 дек. 23	7078
Please help me with odoo 14 community automated action Решено python AutomatedActions	1 нояб. 22	3554
Automated Action: Enrich Event Registration with Partner ID python AutomatedActions	1 авг. 22	3590
Automated action - Correct syntax for getting the product variant name instead of the product(template) name Решено python AutomatedActions	2 янв. 22	7082

Этот вопрос был отмечен

Не оставайтесь в стороне – присоединяйтесь к обсуждению!