# Modelo de Datos: CRM

**Modulo:** crm
**Total Modelos:** 7+
**Modelos Documentados:** 5 (principales)

---

## 1. Indice de Modelos Principales

| Modelo | Descripcion | Campos | Archivo |
|--------|-------------|--------|---------|
| crm.lead | Leads/Opportunities | 80+ | crm_lead.py |
| crm.stage | Etapas pipeline | 10+ | crm_stage.py |
| crm.team | Equipos venta | 15+ | crm_team.py |
| crm.team.member | Miembros | 8+ | crm_team_member.py |
| crm.lost.reason | Razones perdida | 3 | crm_lost_reason.py |

---

## 2. Detalle por Modelo

### 2.1 crm.lead (Lead/Opportunity)

**Archivo:** `models/crm_lead.py`
**Descripcion:** Lead
**Hereda de:** mail.thread.cc, mail.thread.blacklist, mail.thread.phone, mail.activity.mixin, utm.mixin, format.address.mixin

#### Campos de Pipeline

| Campo | Tipo | Req | Descripcion |
|-------|------|-----|-------------|
| name | Char | Si | Nombre oportunidad |
| type | Selection | Si | lead/opportunity |
| stage_id | Many2one | No | Etapa actual |
| priority | Selection | No | Prioridad (0-3) |
| won_status | Selection | No | won/lost/pending (computed) |
| active | Boolean | No | Activa (default=True) |

#### Campos de Probabilidad

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| probability | Float | Probabilidad manual (0-100) |
| automated_probability | Float | Probabilidad PLS |
| is_automated_probability | Boolean | probability == automated |

#### Campos de Ingresos

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| expected_revenue | Monetary | Ingreso esperado |
| prorated_revenue | Monetary | revenue * probability/100 |
| recurring_revenue | Monetary | Ingresos recurrentes |
| recurring_plan | Many2one | Plan de recurrencia |
| recurring_revenue_monthly | Monetary | MRR mensual |

#### Campos de Fechas

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| date_closed | Datetime | Fecha cierre |
| date_open | Datetime | Fecha asignacion |
| date_conversion | Datetime | Fecha conversion |
| date_deadline | Date | Cierre esperado |
| date_last_stage_update | Datetime | Ultima actualizacion etapa |
| day_open | Float | Dias para asignar |
| day_close | Float | Dias para cerrar |

#### Campos de Contacto

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| partner_id | Many2one | Cliente vinculado |
| commercial_partner_id | Many2one | Empresa cliente |
| partner_name | Char | Nombre empresa |
| contact_name | Char | Nombre contacto |
| email_from | Char | Email |
| phone | Char | Telefono |
| website | Char | Sitio web |
| function | Char | Cargo |

#### Campos de Organizacion

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| user_id | Many2one | Vendedor |
| team_id | Many2one | Equipo de ventas |
| company_id | Many2one | Empresa |
| tag_ids | Many2many | Etiquetas |
| lost_reason_id | Many2one | Razon de perdida |

#### Campos UTM

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| campaign_id | Many2one | Campana UTM |
| medium_id | Many2one | Medio UTM |
| source_id | Many2one | Fuente UTM |

#### Restricciones

```
CHECK(probability >= 0 and probability <= 100)
```

---

### 2.2 crm.stage (Etapas)

**Archivo:** `models/crm_stage.py`
**Descripcion:** CRM Stages

| Campo | Tipo | Req | Descripcion |
|-------|------|-----|-------------|
| name | Char | Si | Nombre etapa |
| sequence | Integer | No | Orden (default=1) |
| is_won | Boolean | No | Etapa ganadora |
| fold | Boolean | No | Plegada en kanban |
| team_ids | Many2many | No | Equipos asociados |
| rotting_threshold_days | Integer | No | Dias antes de "podrido" |
| requirements | Text | No | Requisitos internos |
| color | Integer | No | Color UI |
| team_count | Integer | No | Cantidad equipos |

---

### 2.3 crm.team (Equipos de Venta)

**Archivo:** `models/crm_team.py`
**Descripcion:** Sales Team (extension)
**Hereda de:** crm.team (sales_team)

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| use_leads | Boolean | Habilita leads |
| use_opportunities | Boolean | Habilita opportunities |
| alias_id | Many2one | Email alias |
| assignment_enabled | Boolean | Asignacion automatica |
| assignment_max | Integer | Capacidad mensual |
| assignment_domain | Char | Dominio asignacion |
| lead_unassigned_count | Integer | Leads sin asignar |
| lead_properties_definition | PropertiesDefinition | Propiedades custom |
| crm_team_member_ids | One2many | Miembros |

---

### 2.4 crm.team.member (Miembros)

**Archivo:** `models/crm_team_member.py`
**Descripcion:** Sales Team Member

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| assignment_enabled | Boolean | Asignacion habilitada |
| assignment_domain | Char | Dominio asignacion |
| assignment_domain_preferred | Char | Dominio preferido |
| assignment_optout | Boolean | Pausar asignacion |
| assignment_max | Integer | Capacidad mensual (default=30) |
| lead_day_count | Integer | Leads ultimas 24h |
| lead_month_count | Integer | Leads ultimos 30 dias |

---

### 2.5 crm.lost.reason (Razones de Perdida)

**Archivo:** `models/crm_lost_reason.py`
**Descripcion:** Opportunity Lost Reason

| Campo | Tipo | Req | Descripcion |
|-------|------|-----|-------------|
| name | Char | Si | Descripcion razon |
| active | Boolean | No | Activo |
| leads_count | Integer | No | Cantidad leads |

---

## 3. Diagrama Entidad-Relacion

```
┌───────────────────────┐      stage_id        ┌───────────────────────┐
│      crm.lead         │─────────────────────►│     crm.stage         │
│                       │                       │                       │
│  - type               │      team_ids        │  - is_won             │
│  - probability        │◄─────────────────────│  - fold               │
│  - won_status         │                       │  - sequence           │
│  - expected_revenue   │                       └───────────────────────┘
└───────────┬───────────┘
            │
            │ user_id, team_id
            ▼
┌───────────────────────┐      member_ids      ┌───────────────────────┐
│      crm.team         │─────────────────────►│   crm.team.member     │
│                       │                       │                       │
│  - use_leads          │                       │  - assignment_max     │
│  - use_opportunities  │                       │  - lead_month_count   │
│  - assignment_enabled │                       └───────────────────────┘
└───────────────────────┘

┌───────────────────────┐    lost_reason_id    ┌───────────────────────┐
│      crm.lead         │─────────────────────►│   crm.lost.reason     │
│                       │                       │                       │
│  (perdida)            │                       │  - leads_count        │
└───────────────────────┘                       └───────────────────────┘
```

---

## 4. Constantes del Modulo

```python
# Prioridades disponibles
AVAILABLE_PRIORITIES = [
    ('0', 'Low'),
    ('1', 'Medium'),
    ('2', 'High'),
    ('3', 'Very High'),
]

# Tipos de registro
type = Selection([
    ('lead', 'Lead'),
    ('opportunity', 'Opportunity')
])

# Estados won/lost
won_status = Selection([
    ('won', 'Won'),
    ('lost', 'Lost'),
    ('pending', 'Pending'),
])
```

---

## 5. Modelo de Scoring

### crm.lead.scoring.frequency

| Campo | Tipo | Descripcion |
|-------|------|-------------|
| variable | Char | Campo analizado |
| value | Char | Valor especifico |
| won_count | Float | Conteo ganadas + 0.1 |
| lost_count | Float | Conteo perdidas + 0.1 |
| team_id | Many2one | Equipo (NULL = global) |

---

**Referencias:**
- Carpeta models: `addons/crm/models/`
- Constantes: `addons/crm/models/crm_stage.py`