Partner Assignation & Geolocation (crm_partner_assign)

Security findings

Security warnings

partner_access_crm_lead — ACL grants write on 'model_crm_lead' to 'base.group_portal'. Verify record rules restrict these operations to intended records, including records owned by other users/companies. acl-public-write · source

Found by automated static analysis: these patterns are usually risky, but only a manual review of the module can confirm a real issue.

Migration considerations

Imports from the old `openerp.addons.base_geolocalize.models.res_partner` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.tools.translate` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.tools.safe_eval` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.exceptions` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.addons.crm` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.tools.translate` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.exceptions` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.osv` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.tools.translate` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
Imports from the old `openerp.exceptions` namespace: renamed to `odoo` since Odoo 10.0. migration-openerp-import · source
For a target of Odoo 10.0+: use the `__manifest__.py` manifest name instead of `__openerp__.py`. The filename alone does not establish module age or compatibility. migration-openerp-manifest · source
account_invoice_report — Class 'account_invoice_report' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead — Class 'crm_lead' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead — Class 'crm_lead' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead — Class 'crm_lead' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead_assignation — Class 'crm_lead_assignation' still inherits from the old-style `osv.TransientModel` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead_assignation — Class 'crm_lead_assignation' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' still inherits from the old-style `osv.TransientModel` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' declares `_defaults` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' still inherits from the old-style `osv.TransientModel` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead_forward_to_partner — Class 'crm_lead_forward_to_partner' declares `_defaults` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_lead_forward_to_partner_form — For a target of Odoo 17.0+: view 'crm_lead_forward_to_partner_form' 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 · source
crm_lead_report_assign — Class 'crm_lead_report_assign' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_lead_report_assign — Class 'crm_lead_report_assign' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
crm_partner_report_assign — Class 'crm_partner_report_assign' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
crm_partner_report_assign — Class 'crm_partner_report_assign' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
res_partner — Class 'res_partner' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
res_partner — Class 'res_partner' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
res_partner — Class 'res_partner' declares `_defaults` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
res_partner_activation — Class 'res_partner_activation' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
res_partner_activation — Class 'res_partner_activation' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
res_partner_grade — Class 'res_partner_grade' still inherits from the old-style `osv.osv` API: rewrite it against `models.Model`/`models.TransientModel`/`models.AbstractModel` - the old `osv`/`orm` API was removed entirely in modern Odoo. migration-old-api-base · source
res_partner_grade — Class 'res_partner_grade' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
res_partner_grade — Class 'res_partner_grade' declares `_defaults` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
view_crm_lead_geo_assign_form — For a target of Odoo 17.0+: view 'view_crm_lead_geo_assign_form' 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 · source
view_crm_opportunity_geo_assign_form — For a target of Odoo 17.0+: view 'view_crm_opportunity_geo_assign_form' 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 · source
crm_lead_portal_tree — View 'crm_lead_portal_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
crm_opportunity_portal_tree — View 'crm_opportunity_portal_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
res_partner_activation_tree — View 'res_partner_activation_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
view_partner_grade_tree — View 'view_partner_grade_tree' 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: odoo/odoo · module folder
Module version: 1.0
Category: Sales
Folder size: 2.8 MB
License: LGPL-3
Application: No
Auto-installable: No
Website: None
Last tracking update: 2026-08-07 04:56:41
Authors
Maintainers: None
Committers: Olivier Dony, Fabien Pinckaers, Raphael Collet, Christophe Simonis, Thibault Delavallée, Martin Trigaux, Odoo Translation Bot, Christophe Matthieu, Denis Ledoux, Goffin Simon, Nicolas Martinelli, Richard Mathot, qdp-odoo, Aaron Bohy, Géry Debongnie, Jeremy Kersten, Julien De Coster, Yannick Tivisse, qsm-odoo, Martin Geubelle

Odoo dependencies

odoo/odoo:

- base_geolocalize

- base

- crm

- mail

- web

- bus

- utm

- web_tip

- account

- product

- decimal_precision

- report

- analytic

- portal

- auth_signup

Python dependencies

None

System dependencies

None

Required by

website_crm_partner_assign, website_customer, website_google_map

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 info_outline

Views touched (24)

XML ID	Name	Model	Type	Status
`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		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		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	form	Inherits crm.crm_case_form_view_leads
`view_crm_lead_geo_assign_tree`	crm.lead.lead.geo_assign.tree.inherit	crm.lead	tree	Inherits crm.crm_case_tree_view_leads
`view_crm_opportunity_geo_assign_form`	crm.lead.geo_assign.inherit	crm.lead	form	Inherits crm.crm_case_form_view_oppor
`view_crm_opportunity_geo_assign_tree`	crm.lead.geo_assign.tree.inherit	crm.lead	tree	Inherits crm.crm_case_tree_view_oppor
`view_crm_partner_assign_form`	res.partner.assign.inherit	res.partner	form	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	search	Inherits base.view_res_partner_filter
`view_res_partner_filter_assign_tree`	res.partner.geo.inherit.tree	res.partner	tree	Inherits base.view_partner_tree

HTTP endpoints (0)

No HTTP endpoints found for this module.

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)

Loading…

warning Security warnings

build Migration considerations

Code Analysis info_outline

Views touched (24)

HTTP endpoints (0)

Models touched (3)

crm.lead.assignation New model TransientModel 0 fields 2 methods crm_lead_assignation

crm.lead.channel.interested New model TransientModel 0 fields 1 method crm_lead_forward_to_partner Forward info history to partners.

crm.lead.forward.to.partner New model TransientModel 0 fields 4 methods crm_lead_forward_to_partner Forward info history to partners.

Security warnings

Migration considerations