CRM Partner Assign

crm_partner_assign
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/19.0/crm_partner_assign
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Christopher Rogos
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:47
ODOO DEPENDENCIES
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
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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 xpath Inherits crm.crm_case_tree_view_leads
crm_case_tree_view_oppor crm.lead.list.opportunity crm.lead xpath Inherits crm.crm_case_tree_view_oppor
crm_lead_view_form crm.lead.form crm.lead xpath Inherits crm.crm_lead_view_form
view_crm_case_leads_filter crm.lead.search.lead crm.lead xpath Inherits crm.view_crm_case_leads_filter
view_crm_case_opportunities_filter crm.lead.search.opportunity crm.lead xpath Inherits crm.view_crm_case_opportunities_filter
view_partner_form res.partner.form res.partner xpath Inherits base.view_partner_form
view_res_partner_filter res.partner.select res.partner xpath Inherits base.view_res_partner_filter
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.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/18.0/crm_partner_assign
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, MohamedOsman7
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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 xpath Inherits crm.crm_case_tree_view_leads
crm_case_tree_view_oppor crm.lead.list.opportunity crm.lead xpath Inherits crm.crm_case_tree_view_oppor
crm_lead_view_form crm.lead.form crm.lead xpath Inherits crm.crm_lead_view_form
view_crm_case_leads_filter crm.lead.search.lead crm.lead xpath Inherits crm.view_crm_case_leads_filter
view_crm_case_opportunities_filter crm.lead.search.opportunity crm.lead xpath Inherits crm.view_crm_case_opportunities_filter
view_partner_form res.partner.form res.partner xpath Inherits base.view_partner_form
view_res_partner_filter res.partner.select res.partner xpath Inherits base.view_res_partner_filter
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.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/17.0/crm_partner_assign
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSOCA-git-bot, oca-ci, MohamedOsman7
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:20:03
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - onboarding
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
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.tree.lead crm.lead xpath Inherits crm.crm_case_tree_view_leads
crm_case_tree_view_oppor crm.lead.tree.opportunity crm.lead xpath Inherits crm.crm_case_tree_view_oppor
crm_lead_view_form crm.lead.form crm.lead xpath Inherits crm.crm_lead_view_form
view_crm_case_leads_filter crm.lead.search.lead crm.lead xpath Inherits crm.view_crm_case_leads_filter
view_crm_case_opportunities_filter crm.lead.search.opportunity crm.lead xpath Inherits crm.view_crm_case_opportunities_filter
view_partner_form res.partner.form res.partner xpath Inherits base.view_partner_form
view_res_partner_filter res.partner.select res.partner xpath Inherits base.view_res_partner_filter
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.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/16.0/crm_partner_assign
VERSION
VERSION 0.1.2
CATEGORY
CATEGORYSales/CRM
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Moduon
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Moduon
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Eduardo De Miguel
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - resource
    - utm
    - web_kanban_gauge
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (7)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_case_tree_view_leads
                    crm.lead.tree.lead
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_case_tree_view_leads
                        
                    
                

                
                

                    crm_case_tree_view_oppor
                    crm.lead.tree.opportunity
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_case_tree_view_oppor
                        
                    
                

                
                

                    crm_lead_view_form
                    crm.lead.form
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_lead_view_form
                        
                    
                

                
                

                    view_crm_case_leads_filter
                    crm.lead.search.lead
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.view_crm_case_leads_filter
                        
                    
                

                
                

                    view_crm_case_opportunities_filter
                    crm.lead.search.opportunity
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.view_crm_case_opportunities_filter
                        
                    
                

                
                

                    view_partner_form
                    res.partner.form
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
                

                    view_res_partner_filter
                    res.partner.select
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_res_partner_filter
                        
                    
                

                
            
        

        

        

        
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'
                                    
                                    readonly=False
                                    
                                    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.'
                                    
                                    readonly=True
                                    
                                    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_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.

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/crm

                
GIT

                
GIThttps://github.com/OCA/crm.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/crm/tree/15.0/crm_partner_assign

                
VERSION

                
VERSION
                    
                    
                    0.2.0
                    
                

                
CATEGORY

                
CATEGORYSales/CRM

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSOdoo Community Association (OCA), Moduon

                
MAINTAINERS

                
MAINTAINERSOdoo Community Association (OCA), Moduon

                
COMMITTERS

                
COMMITTERSWeblate, OCA-git-bot, oca-ci, Eduardo De Miguel, Emilio Pascual

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/crm

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:46:31

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - crm

                    
                        - base_setup

                    
                        - base

                    
                        - web

                    
                        - sales_team

                    
                        - mail

                    
                        - bus

                    
                        - web_tour

                    
                        - calendar

                    
                        - resource

                    
                        - fetchmail

                    
                        - utm

                    
                        - web_kanban_gauge

                    
                        - contacts

                    
                        - digest

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - phone_validation

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (7)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_case_tree_view_leads
                    crm.lead.tree.lead
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_case_tree_view_leads
                        
                    
                

                
                

                    crm_case_tree_view_oppor
                    crm.lead.tree.opportunity
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_case_tree_view_oppor
                        
                    
                

                
                

                    crm_lead_view_form
                    crm.lead.form
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.crm_lead_view_form
                        
                    
                

                
                

                    view_crm_case_leads_filter
                    crm.lead.search.lead
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.view_crm_case_leads_filter
                        
                    
                

                
                

                    view_crm_case_opportunities_filter
                    crm.lead.search.opportunity
                    crm.lead
                    xpath
                    
                        
                        Inherits crm.view_crm_case_opportunities_filter
                        
                    
                

                
                

                    view_partner_form
                    res.partner.form
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_partner_form
                        
                    
                

                
                

                    view_res_partner_filter
                    res.partner.select
                    res.partner
                    xpath
                    
                        
                        Inherits base.view_res_partner_filter
                        
                    
                

                
            
        

        

        

        
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'
                                    
                                    readonly=False
                                    
                                    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.'
                                    
                                    readonly=True
                                    
                                    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_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.