Customer Profiling (crm_profiling) - Odoo Module Metadata

Security findings

Migration considerations

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.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
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
answer — Class 'answer' 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
answer — Class 'answer' 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_segmentation — Class 'crm_segmentation' 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_segmentation — Class 'crm_segmentation' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
open_questionnaire — Class 'open_questionnaire' still inherits from the old-style `osv.osv_memory` 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
open_questionnaire — Class 'open_questionnaire' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
open_questionnaire_line — Class 'open_questionnaire_line' still inherits from the old-style `osv.osv_memory` 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
open_questionnaire_line — Class 'open_questionnaire_line' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
partner — Class '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
partner — Class '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
question — Class 'question' 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
question — Class 'question' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
questionnaire — Class 'questionnaire' 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
questionnaire — Class 'questionnaire' declares `_columns` as a plain dict: old-style field/default declarations, replace with `fields.X(...)` class attributes and `default=`. migration-old-style-fields · source
Raw `cr.execute()` INSERT/UPDATE/DELETE bypasses the ORM (no compute/constrains/tracking/mail): `delete from res_partner_res_partner_category_rel where category_id=%s` - re-check the table/column names still match after upgrading. migration-raw-sql-write · source
Raw `cr.execute()` INSERT/UPDATE/DELETE bypasses the ORM (no compute/constrains/tracking/mail): `insert into res_partner_res_partner_category_rel (category_id,partner_id) values (%s,%s)` - re-check the table/column names still match after upgrading. migration-raw-sql-write · source
view_answer — View 'view_answer' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
view_open_questionnaire_line_tree — View 'view_open_questionnaire_line_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
view_partner_crm_segmentation_tree — View 'view_partner_crm_segmentation_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
view_question_tree — View 'view_question_tree' is defined with a `<tree>` root tag: renamed to `<list>` in Odoo 18.0. migration-view-tree-tag · source
view_questionnaire_tree — View 'view_questionnaire_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: 1.3
Category: Marketing
Folder size: 0.59 MB
License: LGPL-3
Application: No
Auto-installable: No
Website: https://www.odoo.com/page/crm
Last tracking update: 2026-08-07 04:53:24
Authors: OpenERP SA
Maintainers: OpenERP SA
Committers: Antony Lesuisse, Vo Minh Thu, Olivier Dony, Launchpad Translations on behalf of openerp, Fabien Pinckaers, Raphael Collet, Fabien Meghazi, Martin Trigaux, Odoo Translation Bot, Richard Mathot, Aaron Bohy

Odoo dependencies

odoo/odoo:

- base

- crm

- mail

- web

- web_kanban_sparkline

- board

Python dependencies

None

System dependencies

None

Required by

opl_all

Description

This module allows users to perform segmentation within partners.
=================================================================

It uses the profiles criteria from the earlier segmentation module and improve it. 
Thanks to the new concept of questionnaire. You can now regroup questions into a 
questionnaire and directly use it on a partner.

It also has been merged with the earlier CRM & SRM segmentation tool because they 
were overlapping.

    **Note:** this module is not compatible with the module segmentation, since it's the same which has been renamed.

Code Analysis info_outline

Views touched (13)

XML ID	Name	Model	Type	Status
`crm_segmentation-view`	crm.segmentation.form	crm.segmentation	form	Inherits crm.crm_segmentation-view
`open_questionnaire_form`	open.questionnaire.form	open.questionnaire	form	New
`view_answer`	Answers	crm_profiling.answer	tree	New
`view_answer_form`	Answers	crm_profiling.answer	form	New
`view_open_questionnaire_form`	Open Questionnaires	open.questionnaire	form	New
`view_open_questionnaire_line_form`	open.questionnaire.line.form	open.questionnaire.line	form	New
`view_open_questionnaire_line_tree`	open.questionnaire.line.list	open.questionnaire.line	tree	New
`view_partner_crm_segmentation_tree`	crm.segmentation.tree	crm.segmentation	tree	New
`view_partner_form`	res.partner.profile.form	res.partner	form	Inherits base.view_partner_form
`view_question_form`	Questions	crm_profiling.question	form	New
`view_question_tree`	Questions	crm_profiling.question	tree	New
`view_questionnaire_form`	Questionnaires	crm_profiling.questionnaire	form	New
`view_questionnaire_tree`	Questionnaires	crm_profiling.questionnaire	tree	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (0)

No models found for this module.