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CRM Helpdesk
crm_helpdesk · OCA/crm
Security findings
Migration considerations
crm.helpdesk.lost_reason— Field 'lost_reason' on 'crm.helpdesk' uses the deprecated `track_visibility` kwarg: renamed to `tracking` in Odoo 13.0. migration-track-visibilitycrm.helpdesk.state— Field 'state' on 'crm.helpdesk' uses the deprecated `track_visibility` kwarg: renamed to `tracking` in Odoo 13.0. migration-track-visibilitycrm_case_form_view_helpdesk— For a target of Odoo 17.0+: view 'crm_case_form_view_helpdesk' uses `attrs=`/`states=`, which are no longer supported. Convert modifiers to direct Python boolean expressions in `invisible`/`readonly`/`required`; preserve the original AND/OR logic. migration-view-attrs-states · sourcecrm.helpdesk.report— Model 'crm.helpdesk.report' has `_auto = False` and its init() (re)creates a SQL VIEW: the standard reporting-model pattern, but its raw SQL isn't checked by the ORM - verify it against renamed/removed tables and columns in the target version. migration-sql-viewcrm_case_tree_view_helpdesk— View 'crm_case_tree_view_helpdesk' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
Migration review checklist, not a compatibility verdict. No target version is selected: apply version-specific advice only when migrating to that version or later.
- Repository
- OCA/crm · module folder · Try on Runboat
- Module version
- 1.0.0
- Category
- Customer Relationship Management
- Folder size
- 1.46 MB
- License
- AGPL-3
- Application
- No
- Auto-installable
- No
- Website
- https://github.com/OCA/crm
- Last tracking update
- 2026-08-07 07:24:54
- Authors
- OpenERP SA, Odoo Community Association (OCA)
- Maintainers
- OpenERP SA, Odoo Community Association (OCA)
- Committers
- mreficent, Weblate, OCA Transbot, oca-travis
Code Analysis
Views touched (6)
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
crm_case_form_view_helpdesk |
CRM - Helpdesk Support Form | crm.helpdesk | form | New |
crm_case_helpdesk_calendar_view |
CRM - Helpdesk Support Calendar | crm.helpdesk | calendar | New |
crm_case_tree_view_helpdesk |
CRM - Helpdesk Support Tree | crm.helpdesk | tree | New |
view_crm_case_helpdesk_filter |
CRM - Helpdesk Search | crm.helpdesk | search | New |
view_report_crm_helpdesk_filter |
crm.helpdesk.report.select | crm.helpdesk.report | search | New |
view_report_crm_helpdesk_graph |
crm.helpdesk.report.graph | crm.helpdesk.report | graph | New |
HTTP endpoints (0)
No HTTP endpoints found for this module.
Models touched (2)
New fields (26)
-
activeBooleandefault=Truerequired=False args: 'Active' -
channel_idMany2one → utm.mediumhelp='Communication channel.'string='Channel' args: 'utm.medium' -
company_idMany2one → res.companydefault=<expr>index=Truestring='Company' args: 'res.company' -
contact_nameCharsize=64 args: 'Contact Name' -
create_dateDatetimereadonly=True args: 'Creation Date' -
dateDatetimedefault=fields.Datetime.nowindex=True args: 'Date' -
date_action_lastDatetimereadonly=1 args: 'Last Action' -
date_action_nextDatetimereadonly=1 args: 'Next Action' -
date_closedDatetimereadonly=True args: 'Closed' -
date_deadlineDateargs: 'Deadline' -
date_openDatetimereadonly=True args: 'Open' -
descriptionTextargs: 'Description' -
durationFloatstates={'done': [('readonly', True)]} args: 'Duration' -
email_ccTexthelp='These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma'size=252 args: 'Watchers Emails' -
email_fromCharhelp='Destination email for email gateway'index=Truesize=128 args: 'Email' -
lost_reasonMany2one → crm.lost.reasonindex=Truetrack_visibility='onchange' args: 'crm.lost.reason', 'Lost Reason' -
nameCharindex=Truerequired=True args: 'Name' -
partner_idMany2one → res.partnerindex=Truestring='Partner' args: 'res.partner' -
planned_revenueFloatargs: 'Planned Revenue' -
prioritySelectiondefault='1'index=Truestring='Priority' args: [('0', 'Low'), ('1', 'Normal'), ('2', 'High')] -
probabilityFloatargs: 'Probability (%)' -
stateSelectiondefault='draft'help="The status is set to 'Draft', when a case is created. \nIf the case is in progress the status is set to 'Open'. \nWhen the case is over, the status is set to 'Done'. \nIf the case needs to be reviewed then the status is set to 'Pending'."index=Truereadonly=Truetrack_visibility='onchange' args: [('draft', 'New'), ('open', 'In Progress'), ('pending', 'Pending'), ('done', 'Closed'), ('cancel', 'Cancelled')], 'Status' -
tag_idsMany2one → crm.lead.tagstring='Tags' args: 'crm.lead.tag' -
team_idMany2one → crm.teamhelp='Responsible sales team. Define Responsible user and Email account for mail gateway.'index=Truestring='Sales Team' args: 'crm.team' -
user_idMany2one → res.usersdefault=<expr>index=Truestring='Responsible' args: 'res.users' -
write_dateDatetimereadonly=True args: 'Update Date'
-
message_new(self, msg, custom_values=None)@api.modelOverrides mail_thread message_new that is called by the mailgateway through message_process. This override updates the document according to the email. -
write(self, values)@api.multiOverride to add case management: open/close dates
New fields (16)
-
channel_idMany2one → utm.mediumstring='Channel' args: 'utm.medium' -
company_idMany2one → res.companyreadonly=Truestring='Company' args: 'res.company' -
create_dateDatetimeindex=Truereadonly=True args: 'Creation Date' -
dateDatetimereadonly=True args: 'Date' -
date_closedDatetimeindex=Truereadonly=True args: 'Close Date' -
date_deadlineDateindex=True args: 'Deadline' -
delay_closeFloatdigits=(16, 2)group_operator='avg'readonly=True args: 'Delay to Close' -
delay_expectedFloatdigits=(16, 2)group_operator='avg'readonly=True args: 'Overpassed Deadline' -
emailIntegerreadonly=Truesize=128 args: '# Emails' -
nbr_requestsIntegerreadonly=True args: '# of Requests' -
partner_idMany2one → res.partnerreadonly=Truestring='Partner' args: 'res.partner' -
prioritySelectionargs: [('5', 'Lowest'), ('4', 'Low'), ('3', 'Normal'), ('2', 'High'), ('1', 'Highest')], 'Priority' -
stateSelectionreadonly=Truestring='Status' args: AVAILABLE_STATES -
tag_idsMany2one → crm.lead.tagdomain="[('team_id','=',team_id)]"string='Tags' args: 'crm.lead.tag' -
team_idMany2one → crm.teamreadonly=Truestring='Team' args: 'crm.team' -
user_idMany2one → res.usersreadonly=Truestring='User' args: 'res.users'
-
init(self)@api.model_crDisplay Deadline, Responsible user, Partner, Department