Partner Assignation & Geolocation

crm_partner_assign
REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/9.0/crm_partner_assign
VERSION
VERSION 1.0
CATEGORY
CATEGORYSales
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERSRaphael Collet, Odoo Translation Bot, Christophe Matthieu, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Thibault Delavallée, Denis Ledoux, Christophe Simonis, Goffin Simon, Nicolas Martinelli, Richard Mathot, qdp-odoo, Géry Debongnie, Aaron Bohy, Jeremy Kersten, Julien De Coster, Yannick Tivisse, qsm-odoo, Martin Geubelle
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:48:29
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base_geolocalize
    - base
    - crm
    - base_action_rule
    - resource
    - mail
    - base_setup
    - web_kanban
    - web
    - bus
    - sales_team
    - calendar
    - web_calendar
    - fetchmail
    - utm
    - marketing
    - web_tip
    - web_planner
    - account
    - product
    - decimal_precision
    - report
    - analytic
    - portal
    - auth_signup
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This is the module used by OpenERP SA to redirect customers to its partners, based on geolocation.
======================================================================================================

This modules lets you geolocate Leads, Opportunities and Partners based on their address.

Once the coordinates of the Lead/Opportunity is known, they can be automatically assigned
to an appropriate local partner, based on the distance and the weight that was assigned to the partner.

Code Analysis

Views touched (24)
XML IDNameModelTypeStatus
crm_lead_channel_interested_form crm_lead_channel_interested crm.lead.channel.interested form New
crm_lead_forward_to_partner_form crm_lead_forward_to_partner crm.lead.forward.to.partner form New
crm_lead_partner_filter crm.lead.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_leads_filter
crm_lead_portal_form crm_portal_form crm.lead form New
crm_lead_portal_tree partner lead crm.lead tree New
crm_opportunity_partner_filter crm.opportunity.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_opportunities_filter
crm_opportunity_portal_form crm_portal_form crm.lead form New
crm_opportunity_portal_tree partner lead crm.lead tree New
res_partner_activation_form openerp_custom.res.partner.activation.form res.partner.activation form New
res_partner_activation_tree openerp_custom.res.partner.activation.tree res.partner.activation tree New
view_crm_lead_geo_assign_form crm.lead.lead.geo_assign.inherit crm.lead xpath Inherits crm.crm_case_form_view_leads
view_crm_lead_geo_assign_tree crm.lead.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_leads
view_crm_opportunity_geo_assign_form crm.lead.geo_assign.inherit crm.lead xpath Inherits crm.crm_case_form_view_oppor
view_crm_opportunity_geo_assign_tree crm.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_oppor
view_crm_partner_assign_form res.partner.assign.inherit res.partner data Inherits base_geolocalize.view_crm_partner_geo_form
view_partner_grade_form res.partner.grade.form res.partner.grade form New
view_partner_grade_tree res.partner.grade.tree res.partner.grade tree New
view_report_crm_lead_assign_filter crm.lead.report.assign.select crm.lead.report.assign search New
view_report_crm_lead_assign_graph crm.lead.assign.graph crm.lead.report.assign graph New
view_report_crm_lead_assign_pivot crm.lead.assign.pivot crm.lead.report.assign pivot New
view_report_crm_partner_assign_filter crm.partner.report.assign.select crm.partner.report.assign search New
view_report_crm_partner_assign_graph crm.partner.assign.report.graph crm.partner.report.assign graph New
view_res_partner_filter_assign res.partner.geo.inherit.search res.partner filter Inherits base.view_res_partner_filter
view_res_partner_filter_assign_tree res.partner.geo.inherit.tree res.partner field Inherits base.view_partner_tree
Models touched (3)

New fields (0)

No new fields.

Public methods (2)
  • on_change_lead_id(self, cr, uid, ids, lead_id, context=None)
  • on_change_partner_assigned_id(self, cr, uid, ids, partner_assigned_id, context=None)

New fields (0)

No new fields.

Public methods (1)
  • action_confirm(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (4)
  • action_forward(self, cr, uid, ids, context=None)
  • default_get(self, cr, uid, fields, context=None)
  • get_lead_portal_url(self, cr, uid, lead_id, type, context=None)
  • get_portal_url(self, cr, uid, ids, context=None)
REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/8.0/crm_partner_assign
VERSION
VERSION 1.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Odoo Translation Bot, Christophe Matthieu, ajay javiya (OpenERP), Martin Trigaux, Antony Lesuisse, Olivier Dony, Thibault Delavallée, Vo Minh Thu, Launchpad Translations on behalf of openerp, Quentin (OpenERP), Denis Ledoux, Fabien Meghazi, Christophe Simonis, dle@openerp.com, Richard Mathot, Géry Debongnie, Aaron Bohy, bth-openerp, ged-odoo, Jeremy Kersten, Gery Debongnie, Randhir Mayatra rma-openerp, Prashant Panchal (OpenERP), Ravi Gadhia, Parth Gajjar (Open ERP)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:45:38
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - base_geolocalize
    - base
    - crm
    - base_action_rule
    - resource
    - mail
    - base_setup
    - web_kanban
    - web
    - sales_team
    - web_kanban_sparkline
    - email_template
    - calendar
    - web_calendar
    - board
    - fetchmail
    - account
    - product
    - decimal_precision
    - report
    - analytic
    - edi
    - portal
    - share
    - auth_signup
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This is the module used by OpenERP SA to redirect customers to its partners, based on geolocation.
======================================================================================================

This modules lets you geolocate Leads, Opportunities and Partners based on their address.

Once the coordinates of the Lead/Opportunity is known, they can be automatically assigned
to an appropriate local partner, based on the distance and the weight that was assigned to the partner.

Code Analysis

Views touched (23)
XML IDNameModelTypeStatus
crm_lead_channel_interested_form crm_lead_channel_interested crm.lead.channel.interested form New
crm_lead_forward_to_partner_form crm_lead_forward_to_partner crm.lead.forward.to.partner form New
crm_lead_partner_filter crm.lead.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_leads_filter
crm_lead_portal_form crm_portal_form crm.lead form New
crm_lead_portal_tree partner lead crm.lead tree New
crm_opportunity_partner_filter crm.opportunity.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_opportunities_filter
crm_opportunity_portal_form crm_portal_form crm.lead form New
crm_opportunity_portal_tree partner lead crm.lead tree New
res_partner_activation_form openerp_custom.res.partner.activation.form res.partner.activation form New
res_partner_activation_tree openerp_custom.res.partner.activation.tree res.partner.activation tree New
view_crm_lead_geo_assign_form crm.lead.lead.geo_assign.inherit crm.lead data Inherits crm.crm_case_form_view_leads
view_crm_lead_geo_assign_tree crm.lead.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_leads
view_crm_opportunity_geo_assign_form crm.lead.geo_assign.inherit crm.lead data Inherits crm.crm_case_form_view_oppor
view_crm_opportunity_geo_assign_tree crm.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_oppor
view_crm_partner_assign_form res.partner.assign.inherit res.partner xpath Inherits base_geolocalize.view_crm_partner_geo_form
view_partner_grade_form res.partner.grade.form res.partner.grade form New
view_partner_grade_tree res.partner.grade.tree res.partner.grade tree New
view_report_crm_lead_assign_filter crm.lead.report.assign.select crm.lead.report.assign search New
view_report_crm_lead_assign_graph crm.lead.assign.graph crm.lead.report.assign graph New
view_report_crm_partner_assign_filter crm.partner.report.assign.select crm.partner.report.assign search New
view_report_crm_partner_assign_graph crm.partner.assign.report.graph crm.partner.report.assign graph New
view_res_partner_filter_assign res.partner.geo.inherit.search res.partner filter Inherits base.view_res_partner_filter
view_res_partner_filter_assign_tree res.partner.geo.inherit.tree res.partner field Inherits base.view_partner_tree
Models touched (3)

New fields (0)

No new fields.

Public methods (2)
  • on_change_lead_id(self, cr, uid, ids, lead_id, context=None)
  • on_change_partner_assigned_id(self, cr, uid, ids, partner_assigned_id, context=None)

New fields (0)

No new fields.

Public methods (1)
  • action_confirm(self, cr, uid, ids, context=None)

New fields (0)

No new fields.

Public methods (4)
  • action_forward(self, cr, uid, ids, context=None)
  • default_get(self, cr, uid, fields, context=None)
  • get_lead_portal_url(self, cr, uid, lead_id, type, context=None)
  • get_portal_url(self, cr, uid, ids, context=None)
REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/7.0/crm_partner_assign
VERSION
VERSION 1.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Jagdish Panchal (Open ERP), Twinkle Christian (OpenERP), Cecile Tonglet, Rucha (Open ERP), Odoo Translation Bot, Turkesh Patel (Open ERP), Pinakin Nayi (OpenERP), Antonin Bourguignon, ajay javiya (OpenERP), Martin Trigaux, Bhumika (OpenERP), Purnendu Singh (OpenERP), Saurang Suthar (OpenERP), Fabien Pinckaers, Antony Lesuisse, Meera Trambadia (OpenERP), Olivier Dony, Rajesh Prajapati (OpenERP), Twinkle (OpenERP), Divyesh Makwana (Open ERP), Thibault Delavallée, Vo Minh Thu, Hardik, pso (OpenERP), Sbh (Openerp), Launchpad Translations on behalf of openerp, vta vta@openerp.com, Quentin (OpenERP), Kuldeep Joshi (OpenERP), Nimesh (Open ERP), Denis Ledoux, Mayur Maheshwari (OpenERP), Jigar Amin - OpenERP, Sanjay Gohel (Open ERP), help, Fabien Meghazi, Christophe Simonis, dle@openerp.com, Najlaâ
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:43:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_action_rule
    - base
    - mail
    - base_setup
    - web_kanban
    - web
    - base_status
    - process
    - email_template
    - base_calendar
    - resource
    - board
    - fetchmail
    - account
    - product
    - decimal_precision
    - analytic
    - edi
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This is the module used by OpenERP SA to redirect customers to its partners, based on geolocalization.
======================================================================================================

You can geolocalize your opportunities by using this module.

Use geolocalization when assigning opportunities to partners.
Determine the GPS coordinates according to the address of the partner.

The most appropriate partner can be assigned.
You can also use the geolocalization without using the GPS coordinates.

Code Analysis

Views touched (19)
XML IDNameModelTypeStatus
crm_lead_forward_to_partner_form crm_lead_forward_to_partner crm.lead.forward.to.partner form New
crm_lead_partner_filter crm.lead.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_leads_filter
crm_opportunity_partner_filter crm.opportunity.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_opportunities_filter
res_partner_activation_form openerp_custom.res.partner.activation.form res.partner.activation form New
res_partner_activation_tree openerp_custom.res.partner.activation.tree res.partner.activation tree New
view_crm_lead_geo_assign_form crm.lead.lead.geo_assign.inherit crm.lead data Inherits crm.crm_case_form_view_leads
view_crm_lead_geo_assign_tree crm.lead.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_leads
view_crm_opportunity_geo_assign_form crm.lead.geo_assign.inherit crm.lead data Inherits crm.crm_case_form_view_oppor
view_crm_opportunity_geo_assign_tree crm.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_oppor
view_crm_partner_geo_form res.partner.geo.inherit res.partner xpath Inherits base.view_partner_form
view_partner_grade_form res.partner.grade.form res.partner.grade form New
view_partner_grade_tree res.partner.grade.tree res.partner.grade tree New
view_report_crm_lead_assign_filter crm.lead.report.assign.select crm.lead.report.assign search New
view_report_crm_lead_assign_graph crm.lead.assign.graph crm.lead.report.assign graph New
view_report_crm_opportunity_assign_tree crm.lead.assign.report.tree crm.lead.report.assign tree New
view_report_crm_partner_assign_filter crm.partner.report.assign.select crm.partner.report.assign search New
view_report_crm_partner_assign_tree crm.partner.assign.report.tree crm.partner.report.assign tree New
view_res_partner_filter_assign res.partner.geo.inherit.search res.partner filter Inherits base.view_res_partner_filter
view_res_partner_filter_assign_tree res.partner.geo.inherit.tree res.partner field Inherits base.view_partner_tree
Models touched (1)

New fields (0)

No new fields.

Public methods (5)
  • action_forward(self, cr, uid, ids, context=None)
    Forward the lead to a partner
  • create(self, cr, uid, values, context=None)
    TDE-HACK: remove 'type' from context, because when viewing an opportunity form view, a default_type is set and propagated to the wizard, that has a not matching type field.
  • default_get(self, cr, uid, fields, context=None)
  • get_record_data(self, cr, uid, model, res_id, context=None)
    Override of mail.compose.message, to add default values coming form the related lead.
  • on_change_history_mode(self, cr, uid, ids, history_mode, model, res_id, context=None)
    Update body when changing history_mode
REPOSITORY
REPOSITORYodoo/odoo
GIT
GIThttps://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDERhttps://github.com/odoo/odoo/tree/6.1/crm_partner_assign
VERSION
VERSION 1.0
CATEGORY
CATEGORYCustomer Relationship Management
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOpenERP SA
MAINTAINERS
MAINTAINERSOpenERP SA
COMMITTERS
COMMITTERSRaphael Collet, Rucha (Open ERP), Atul Patel (OpenERP), Stephane Wirtel, Numerigraphe - Lionel Sausin, DBR (OpenERP), Harry (OpenERP), Bhumika (OpenERP), Fabien Pinckaers, Antony Lesuisse, Olivier Dony, Vo Minh Thu, Launchpad Translations on behalf of openerp, Quentin (OpenERP), vro, niv-openerp, Xavier ALT, Christophe Simonis, Ujjvala Collins (OpenERP), Xavier Morel, Thibault Francois, Carlos Vásquez, ksa (Open ERP), Els Van Vossel, Israel Fermin Montilla, Rifakat Haradwala (Open ERP), Hardik Ansodariy (OpenERP), Yogesh (OpenERP), Sbh (OpenERP), tfr@openerp.com, ron@tinyerp.com
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-05 23:41:35
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_action_rule
    - base
    - mail
    - base_tools
    - base_setup
    - process
    - base_calendar
    - resource
    - board
    - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This is the module used by OpenERP SA to redirect customers to its partners, based on geolocalization.
======================================================================================================

You can geolocalize your opportunities by using this module.

Use geolocalization when assigning opportunities to partners.
Determine the GPS coordinates according to the address of the partner.
The most appropriate partner can be assigned.
You can also use the geolocalization without using the GPS coordinates.

Code Analysis

Views touched (17)
XML IDNameModelTypeStatus
crm_lead_forward_to_partner_form crm_lead_forward_to_partner crm.lead.forward.to.partner form New
crm_opportunity_partner_filter crm.opportunity.partner.filter.assigned crm.lead filter Inherits crm.view_crm_case_opportunities_filter
res_partner_activation_form openerp_custom.res.partner.activation.form res.partner.activation form New
res_partner_activation_tree openerp_custom.res.partner.activation.tree res.partner.activation tree New
view_crm_opportunity_geo_assign_form crm.lead.geo_assign.inherit crm.lead data Inherits crm.crm_case_form_view_oppor
view_crm_opportunity_geo_assign_tree crm.lead.geo_assign.tree.inherit crm.lead field Inherits crm.crm_case_tree_view_oppor
view_crm_partner_geo_form res.partner.geo.inherit res.partner xpath Inherits base.view_partner_form
view_partner_grade_form res.partner.grade.form res.partner.grade form New
view_partner_grade_tree res.partner.grade.tree res.partner.grade tree New
view_report_crm_lead_assign_filter crm.lead.report.assign.select crm.lead.report.assign search New
view_report_crm_lead_assign_graph crm.lead.assign.graph crm.lead.report.assign graph New
view_report_crm_opportunity_assign_tree crm.lead.assign.report.tree crm.lead.report.assign tree New
view_report_crm_partner_assign_filter crm.partner.report.assign.select crm.partner.report.assign search New
view_report_crm_partner_assign_tree crm.partner.assign.report.tree crm.partner.report.assign tree New
view_res_partner_filter_assign res.partner.geo.inherit.search res.partner field Inherits base.view_res_partner_filter
view_res_partner_filter_assign_tree res.partner.geo.inherit.tree res.partner field Inherits base.view_partner_tree
view_res_partner_filter_group_activation res.partner.geo.inherit.search res.partner filter Inherits base.view_res_partner_filter
Models touched (0)

No models found for this module.