CRM Partner Assign

crm_partner_assign · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales/CRM
    Folder size
    0.05 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 09:06:23
    Authors
    Odoo Community Association (OCA), Moduon
    Maintainers
    Odoo Community Association (OCA), Moduon
    Committers
    Christopher Rogos, Weblate, OCA-git-bot, oca-ci
    Odoo dependencies
    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 extends the functionality of CRM Leads to support assigning
an associate partner to leads and to allow you to check if a Lead is
being worked on by an associate partner. Also you can link a Partner to
another Partner as an implementation partner.

    Code Analysis ⓘ

    Views touched (7)
    XML IDNameModelTypeStatus
    crm_case_tree_view_leads crm.lead.list.lead crm.lead list Inherits crm.crm_case_tree_view_leads
    crm_case_tree_view_oppor crm.lead.list.opportunity crm.lead list Inherits crm.crm_case_tree_view_oppor
    crm_lead_view_form crm.lead.form crm.lead form Inherits crm.crm_lead_view_form
    view_crm_case_leads_filter crm.lead.search.lead crm.lead search Inherits crm.view_crm_case_leads_filter
    view_crm_case_opportunities_filter crm.lead.search.opportunity crm.lead search Inherits crm.view_crm_case_opportunities_filter
    view_partner_form res.partner.form res.partner form Inherits base.view_partner_form
    view_res_partner_filter res.partner.select res.partner Inherits base.view_res_partner_filter
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (2)

    New fields (3)
    • date_partner_assign Date
      compute='_compute_date_partner_assign' copy=True help='Last date this case was assigned to a partner' store=True string='Partner Assignment Date'
    • partner_assigned_id Many2one → res.partner
      check_company=True comodel_name='res.partner' help='Partner this case has been assigned to.' related='partner_contact_assigned_id.commercial_partner_id' store=True string='Assigned Partner'
    • partner_contact_assigned_id Many2one → res.partner
      check_company=True comodel_name='res.partner' domain="[('is_company', '=', False)]" help='Partner Contact this case has been assigned to.' string='Assigned Partner Contact' tracking=True
    Public methods (0)

    No public methods.

    New fields (3)
    • assigned_partner_id Many2one → res.partner
      comodel_name='res.partner' string='Implemented by'
    • implemented_partner_count Integer
      compute='_compute_implemented_partner_count' store=True
    • implemented_partner_ids One2many → res.partner
      comodel_name='res.partner' inverse_name='assigned_partner_id' string='Implementation References'
    Public methods (0)

    No public methods.

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