Operating Unit in CRM

crm_operating_unit · OCA/operating-unit

    Repository
    OCA/operating-unit · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales
    Folder size
    0.04 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/operating-unit
    Last tracking update
    2026-08-07 09:06:27
    Authors
    Odoo Community Association (OCA), Serpent Consulting Services Pvt. Ltd., ForgeFlow
    Maintainers
    Odoo Community Association (OCA), Serpent Consulting Services Pvt. Ltd., ForgeFlow
    Committers
    jcoux, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/operating-unit:
    - sales_team_operating_unit
    - operating_unit
    odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - http_routing
    - auth_signup
    - phone_validation
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module introduces the following features:

- Adds the Operating Unit (OU) to the Lead.
- The user’s default Operating Unit (OU) is proposed at the time of
  creating the Lead / Opportunity.
- Security rules are defined to ensure that users can only see the
  Opportunity / Lead of that Operating Units in which they are allowed
  access to.

    Code Analysis ⓘ

    Views touched (5)
    XML IDNameModelTypeStatus
    crm_case_tree_view_leads Leads crm.lead tree Inherits crm.crm_case_tree_view_leads
    crm_case_tree_view_oppor Opportunities Tree crm.lead tree Inherits crm.crm_case_tree_view_oppor
    crm_lead_view_form CRM - Leads Form crm.lead form Inherits crm.crm_lead_view_form
    view_crm_case_leads_filter CRM - Leads Search crm.lead Inherits crm.view_crm_case_leads_filter
    view_crm_case_opportunities_filter CRM - Opportunities Search crm.lead Inherits crm.view_crm_case_opportunities_filter
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (1)

    New fields (1)
    • operating_unit_id Many2one → operating.unit
      related='team_id.operating_unit_id' args: 'operating.unit', 'Operating Unit'
    Public methods (0)

    No public methods.

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