OCA · alessandropecchini99 · Jun 8, 2026
diff --git a/sale_crm_recurring_activities/README.rst b/sale_crm_recurring_activities/README.rst
@@ -0,0 +1,86 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=============================
+Sale CRM recurring activities
+=============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:19ba3dbbaf601ea67ce4090c3d4ca863b9caa301d8219d0b8759e03f46e5f1ec
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/16.0/sale_crm_recurring_activities
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-sale_crm_recurring_activities
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds a table that allows you to program Recurring Activities
+linked to Opportunities. It is possible to change the activity type, the
+assigned user, the summary, the note and the scheduled Days. These
+Activities will be activated when a Quotation linked to the opportunity
+is confirmed.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20sale_crm_recurring_activities%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* PyTech SRL
+
+Contributors
+------------
+
+- `PyTech SRL <https://pytech.it>`__:
+
+  - Alessandro Pecchini <alessandro.pecchini@pytech.it>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/sale_crm_recurring_activities>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/sale_crm_recurring_activities/__init__.py b/sale_crm_recurring_activities/__init__.py
@@ -0,0 +1 @@
+from . import models
diff --git a/sale_crm_recurring_activities/__manifest__.py b/sale_crm_recurring_activities/__manifest__.py
@@ -0,0 +1,21 @@
+{
+    "name": "Sale CRM recurring activities",
+    "summary": """
+        Add recurring activities to opportunity after quotation has been confirmed
+    """,
+    "author": "PyTech SRL, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/crm",
+    "category": "Hidden",
+    "version": "16.0.1.0.0",
+    "depends": [
+        "html_text",
+        "sale_crm",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/ir_rules.xml",
+        "views/crm_recurring_activity_views.xml",
+    ],
+    "installable": True,
+}
diff --git a/sale_crm_recurring_activities/models/__init__.py b/sale_crm_recurring_activities/models/__init__.py
@@ -0,0 +1,3 @@
+from . import crm_recurring_activity
+from . import res_company
+from . import sale_order
diff --git a/sale_crm_recurring_activities/models/crm_recurring_activity.py b/sale_crm_recurring_activities/models/crm_recurring_activity.py
@@ -0,0 +1,72 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrmRecurringActivity(models.Model):
+    _name = "crm.recurring.activity"
+    _description = "CRM Recurring activity"
+
+    company_id = fields.Many2one(
+        comodel_name="res.company",
+        default=lambda self: self.env.company.id,
+        required=True,
+    )
+    activity_type_id = fields.Many2one(
+        "mail.activity.type",
+        ondelete="restrict",
+        domain="[('res_model', 'in', [False, 'crm.lead'])]",
+    )
+    user_id = fields.Many2one(
+        "res.users",
+        string="Assigned to",
+        required=True,
+    )
+    summary = fields.Char(
+        compute="_compute_on_activity_type_id",
+        store=True,
+        readonly=False,
+    )
+    note = fields.Html(
+        sanitize_style=True,
+        compute="_compute_on_activity_type_id",
+        store=True,
+        readonly=False,
+    )
+    scheduled_days = fields.Integer()
+
+    @api.constrains("user_id", "company_id")
+    def _check_user_id(self):
+        for rec in self:
+            user = rec.user_id
+            company = rec.company_id
+            if not user or not company:
+                continue
+            if not user.active or user.share:
+                raise ValidationError(
+                    _(
+                        "You can only assign recurring activities "
+                        "to active internal users."
+                    )
+                )
+            if company not in user.company_ids:
+                raise ValidationError(
+                    _(
+                        "Assigned user %(user)s "
+                        "does not have access to company: %(company)s.",
+                        user=user.display_name,
+                        company=company.display_name,
+                    )
+                )
+            if not self.env.user.has_group("sales_team.group_sale_salesman"):
+                raise ValidationError(
+                    _("The user does not have permission to use the CRM app")
+                )
+
+    @api.depends("activity_type_id")
+    def _compute_on_activity_type_id(self):
+        for activity in self:
+            if activity.activity_type_id:
+                if activity.activity_type_id.summary:
+                    activity.summary = self.activity_type_id.summary
+                if activity.activity_type_id.default_note:
+                    activity.note = self.activity_type_id.default_note
diff --git a/sale_crm_recurring_activities/models/res_company.py b/sale_crm_recurring_activities/models/res_company.py
@@ -0,0 +1,11 @@
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    crm_recurring_activity_ids = fields.One2many(
+        "crm.recurring.activity",
+        "company_id",
+        string="Recurring Activities",
+    )
diff --git a/sale_crm_recurring_activities/models/sale_order.py b/sale_crm_recurring_activities/models/sale_order.py
@@ -0,0 +1,24 @@
+from datetime import timedelta
+
+from odoo import fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def action_confirm(self):
+        for order in self:
+            crm_opportunity = order.opportunity_id
+            if not crm_opportunity:
+                continue
+            activities = order.sudo().company_id.crm_recurring_activity_ids
+            for item in activities:
+                crm_opportunity.activity_schedule(
+                    date_deadline=fields.Date.today()
+                    + timedelta(days=item.scheduled_days),
+                    summary=item.summary,
+                    note=item.note,
+                    activity_type_id=item.activity_type_id.id,
+                    user_id=item.user_id.id,
+                )
+        return super().action_confirm()
diff --git a/sale_crm_recurring_activities/readme/CONTRIBUTORS.md b/sale_crm_recurring_activities/readme/CONTRIBUTORS.md
@@ -0,0 +1,2 @@
+- [PyTech SRL](https://pytech.it):
+  - Alessandro Pecchini \<<alessandro.pecchini@pytech.it>\>
diff --git a/sale_crm_recurring_activities/readme/DESCRIPTION.md b/sale_crm_recurring_activities/readme/DESCRIPTION.md
@@ -0,0 +1,4 @@
+This module adds a table that allows you to program Recurring Activities linked to
+Opportunities. It is possible to change the activity type, the assigned user, the
+summary, the note and the scheduled Days. These Activities will be activated when a
+Quotation linked to the opportunity is confirmed.
diff --git a/sale_crm_recurring_activities/security/ir.model.access.csv b/sale_crm_recurring_activities/security/ir.model.access.csv
@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_recurring_activity_admin,access.crm.recurring.activity,model_crm_recurring_activity,sales_team.group_sale_manager,1,1,1,1
diff --git a/sale_crm_recurring_activities/security/ir_rules.xml b/sale_crm_recurring_activities/security/ir_rules.xml
@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="rule_crm_recurring_activity_multi_company" model="ir.rule">
+        <field name="name">Recurring activities: company restriction</field>
+        <field name="model_id" ref="model_crm_recurring_activity" />
+        <field name="domain_force">[('company_id', 'in', company_ids)]</field>
+    </record>
+</odoo>
Original file line number	Diff line number	Diff line change
		@@ -0,0 +1,2 @@
		- [PyTech SRL](https://pytech.it):
		- Alessandro Pecchini \<<alessandro.pecchini@pytech.it>\>
Original file line number	Diff line number	Diff line change
		@@ -0,0 +1,2 @@
		id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
		access_crm_recurring_activity_admin,access.crm.recurring.activity,model_crm_recurring_activity,sales_team.group_sale_manager,1,1,1,1