Partner Assignation & Geolocation

crm_partner_assign · odoo/odoo

    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
    - 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
    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 ⓘ

    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 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…

    Loading…

    Loading…