Initial commit: Crm packages

odoo-bringout-oca-ocb-crm/doc/ARCHITECTURE.md

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+# Architecture
+
+```mermaid
+flowchart TD
+    U[Users] -->|HTTP| V[Views and QWeb Templates]
+    V --> C[Controllers]
+    V --> W[Wizards – Transient Models]
+    C --> M[Models and ORM]
+    W --> M
+    M --> R[Reports]
+    DX[Data XML] --> M
+    S[Security – ACLs and Groups] -. enforces .-> M
+
+    subgraph Crm Module - crm
+      direction LR
+      M:::layer
+      W:::layer
+      C:::layer
+      V:::layer
+      R:::layer
+      S:::layer
+      DX:::layer
+    end
+
+    classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
+```
+
+Notes
+- Views include tree/form/kanban templates and report templates.
+- Controllers provide website/portal routes when present.
+- Wizards are UI flows implemented with `models.TransientModel`.
+- Data XML loads data/demo records; Security defines groups and access.

odoo-bringout-oca-ocb-crm/doc/CONFIGURATION.md

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+# Configuration
+
+Refer to Odoo settings for crm. Configure related models, access rights, and options as needed.

odoo-bringout-oca-ocb-crm/doc/CONTROLLERS.md

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+# Controllers
+
+HTTP routes provided by this module.
+
+```mermaid
+sequenceDiagram
+    participant U as User/Client
+    participant C as Module Controllers
+    participant O as ORM/Views
+
+    U->>C: HTTP GET/POST (routes)
+    C->>O: ORM operations, render templates
+    O-->>U: HTML/JSON/PDF
+```
+
+Notes
+- See files in controllers/ for route definitions.

odoo-bringout-oca-ocb-crm/doc/DEPENDENCIES.md

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+# Dependencies
+
+This addon depends on:
+
+- [base_setup](../../odoo-bringout-oca-ocb-base_setup)
+- [sales_team](../../odoo-bringout-oca-ocb-sales_team)
+- [mail](../../odoo-bringout-oca-ocb-mail)
+- [calendar](../../odoo-bringout-oca-ocb-calendar)
+- [resource](../../odoo-bringout-oca-ocb-resource)
+- [utm](../../odoo-bringout-oca-ocb-utm)
+- [web_tour](../../odoo-bringout-oca-ocb-web_tour)
+- [web_kanban_gauge](../../odoo-bringout-oca-ocb-web_kanban_gauge)
+- [contacts](../../odoo-bringout-oca-ocb-contacts)
+- [digest](../../odoo-bringout-oca-ocb-digest)
+- [phone_validation](../../odoo-bringout-oca-ocb-phone_validation)

odoo-bringout-oca-ocb-crm/doc/FAQ.md

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+# FAQ
+
+- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
+- Q: How to enable? A: Start server with --addon crm or install in UI.

odoo-bringout-oca-ocb-crm/doc/INSTALL.md

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+# Install
+
+```bash
+pip install odoo-bringout-oca-ocb-crm"
+# or
+uv pip install odoo-bringout-oca-ocb-crm"
+```

odoo-bringout-oca-ocb-crm/doc/MODELS.md

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+# Models
+
+Detected core models and extensions in crm.
+
+```mermaid
+classDiagram
+    class crm_lead
+    class crm_lead_scoring_frequency
+    class crm_lead_scoring_frequency_field
+    class crm_lost_reason
+    class crm_recurring_plan
+    class crm_stage
+    class crm_team
+    class res_partner
+    class calendar_event
+    class crm_team_member
+    class digest_digest
+    class ir_config_parameter
+    class mail_activity
+    class res_config_settings
+    class res_partner
+    class res_users
+    class utm_campaign
+```
+
+Notes
+- Classes show model technical names; fields omitted for brevity.
+- Items listed under _inherit are extensions of existing models.

odoo-bringout-oca-ocb-crm/doc/OVERVIEW.md

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+# Overview
+
+Packaged Odoo addon: crm. Provides features documented in upstream Odoo 16 under this addon.
+
+- Source: OCA/OCB 16.0, addon crm
+- License: LGPL-3

odoo-bringout-oca-ocb-crm/doc/REPORTS.md

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+# Reports
+
+Report definitions and templates in crm.
+
+```mermaid
+classDiagram
+    class ActivityReport
+    Model <|-- ActivityReport
+```
+
+## Available Reports
+
+### Analytical/Dashboard Reports
+- **Leads Analysis** (Analysis/Dashboard)
+- **Pipeline Analysis** (Analysis/Dashboard)
+- **Activities** (Analysis/Dashboard)
+- **Pipeline Activities** (Analysis/Dashboard)
+
+
+## Report Files
+
+- **crm_activity_report.py** (Python logic)
+- **crm_activity_report_views.xml** (XML template/definition)
+- **crm_opportunity_report_views.xml** (XML template/definition)
+- **__init__.py** (Python logic)
+
+## Notes
+- Named reports above are accessible through Odoo's reporting menu
+- Python files define report logic and data processing
+- XML files contain report templates, definitions, and formatting
+- Reports are integrated with Odoo's printing and email systems

odoo-bringout-oca-ocb-crm/doc/SECURITY.md

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+# Security
+
+Access control and security definitions in crm.
+
+## Access Control Lists (ACLs)
+
+Model access permissions defined in:
+- **[ir.model.access.csv](../crm/security/ir.model.access.csv)**
+  - 29 model access rules
+
+## Record Rules
+
+Row-level security rules defined in:
+
+## Security Groups & Configuration
+
+Security groups and permissions defined in:
+- **[crm_security.xml](../crm/security/crm_security.xml)**
+  - 2 security groups defined
+
+```mermaid
+graph TB
+    subgraph "Security Layers"
+        A[Users] --> B[Groups]
+        B --> C[Access Control Lists]
+        C --> D[Models]
+        B --> E[Record Rules]
+        E --> F[Individual Records]
+    end
+```
+
+Security files overview:
+- **[crm_security.xml](../crm/security/crm_security.xml)**
+  - Security groups, categories, and XML-based rules
+- **[ir.model.access.csv](../crm/security/ir.model.access.csv)**
+  - Model access permissions (CRUD rights)
+
+Notes
+- Access Control Lists define which groups can access which models
+- Record Rules provide row-level security (filter records by user/group)
+- Security groups organize users and define permission sets
+- All security is enforced at the ORM level by Odoo

odoo-bringout-oca-ocb-crm/doc/TROUBLESHOOTING.md

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+# Troubleshooting
+
+- Ensure Python and Odoo environment matches repo guidance.
+- Check database connectivity and logs if startup fails.
+- Validate that dependent addons listed in DEPENDENCIES.md are installed.

odoo-bringout-oca-ocb-crm/doc/USAGE.md

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+# Usage
+
+Start Odoo including this addon (from repo root):
+
+```bash
+python3 scripts/odoo_web_server.py --db-name mydb --addon crm
+```

odoo-bringout-oca-ocb-crm/doc/WIZARDS.md

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+# Wizards
+
+Transient models exposed as UI wizards in crm.
+
+```mermaid
+classDiagram
+    class CrmLeadLost
+    class CrmUpdateProbabilities
+    class Lead2OpportunityMassConvert
+    class Lead2OpportunityPartner
+    class MergeOpportunity
+```