Module: sale_crm - Odoo Module Metadata

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Opportunity to Quotation

sale_crm

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/19.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Sales/Sales
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	Odoo S.A.
MAINTAINERS
MAINTAINERS	Odoo S.A.
COMMITTERS
COMMITTERS	Raphael Collet, Odoo Translation Bot, Thibault Delavallée, Julien Castiaux, Victor Feyens, Tiffany Chang (tic), Gorash, Renaud Thiry, Victor Piryns (pivi), Dylan Kiss (dyki), nihp-odoo, guce, yagp-odoo, Krzysztof Magusiak (krma), agbr-odoo
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 01:51:46
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - html_editor - account_payment - account - onboarding - product - uom - analytic - portal - http_routing - auth_signup - digest - resource - payment - utm - crm - calendar - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_lead_merge_summary_inherit_sale_crm`	crm_lead_merge_summary_inherit_sale_crm	ir.ui.view	qweb	Inherits crm.crm_lead_merge_summary
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	field	Inherits sale.view_order_form

Models touched (4)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" index='btree_not_null' string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/18.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Raphael Collet, Odoo Translation Bot, Odoo Online, Tiffany Chang (tic), Gorash, Louis Wicket (wil), Djamel Touati, Dylan Kiss (dyki), adsh-odoo, Louis (wil), Krzysztof Magusiak (krma)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 01:25:59
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - html_editor - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm - crm - calendar - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_lead_merge_summary_inherit_sale_crm`	crm_lead_merge_summary_inherit_sale_crm	ir.ui.view	qweb	Inherits crm.crm_lead_merge_summary
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/17.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Denis Ledoux, Damien Bouvy, Odoo Online, Victor Feyens, Tiffany Chang (tic), Gorash, MerlinGuillaume, Louis Wicket (wil), miad-odoo, Djamel Touati, Dylan Kiss (dyki), Valeriya(vchu), Noe Antoine, Julien Carion (juca), Louis (wil)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 01:02:11
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm - crm - calendar - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_lead_merge_summary_inherit_sale_crm`	crm_lead_merge_summary_inherit_sale_crm	ir.ui.view	qweb	Inherits crm.crm_lead_merge_summary
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/16.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Thibault Delavallée, Denis Ledoux, Goffin Simon, Thibault Francois, Dharmraj Jhala, Laurent Smet, Romeo Fragomeli, std-odoo, Tiffany Chang (tic), Djamel Touati, Mitul Shah, Valeriya(vchu)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:40:54
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm - crm - calendar - web_kanban_gauge - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_lead_merge_summary_inherit_sale_crm`	crm_lead_merge_summary_inherit_sale_crm	ir.ui.view	qweb	Inherits crm.crm_lead_merge_summary
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/15.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Thibault Delavallée, Goffin Simon, Dharmraj Jhala, Xavier-Do, Kevin Baptiste, Hubert Van de Walle (huvw), william-andre, Swapnesh
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:25:30
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_management - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm - crm - calendar - fetchmail - web_kanban_gauge - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/14.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Olivier Dony, Thibault Delavallée, Christophe Simonis, Xavier Morel, Goffin Simon, Yannick Tivisse, Xavier-Do, jvm-odoo, Victor Feyens, fw-bot, Kevin Baptiste, Hubert Van de Walle (huvw), Jigar Vaghela, Swapnesh, Pierre Collinet (pic)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:14:31
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_management - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm - crm - calendar - fetchmail - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (4)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)

New fields (3)

action Selection
required=True string='Quotation Customer' args: [('create', 'Create a new customer'), ('exist', 'Link to an existing customer'), ('nothing', 'Do not link to a customer')]
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'
partner_id Many2one → res.partner
args: 'res.partner', 'Customer'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (1)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/13.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Thibault Delavallée, Christophe Simonis, Goffin Simon, Nicolas Martinelli, qdp-odoo, Damien Bouvy, Barad Mahendra, Yannick Tivisse, jem-odoo, Adrian Torres, Xavier-Do, Rishabh Jadia, jvm-odoo, Victor Feyens, David Beguin, Prakash Prajapati, qmo-odoo, Swapnesh
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:06:44
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_management - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm - crm - calendar - fetchmail - contacts - phone_validation
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_lead_view_form
`crm_quotation_partner_view_form`	crm.quotation.partner.view.form	crm.quotation.partner	form	New
`crm_team_salesteams_view_form_in_sale_crm`	crm.team.form	crm.team	data	Inherits crm.sales_team_form_view_in_crm
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	xpath	Inherits sale.view_order_form
`view_order_tree`	sale.order.tree.inherit.sale.crm	sale.order	xpath	Inherits sale.view_order_tree
`view_quotation_tree`	sale.order.tree.inherit.sale.crm	sale.order	xpath	Inherits sale.view_quotation_tree

Models touched (5)

New fields (4)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
quotation_count Integer
compute='_compute_sale_data' string='Number of Quotations'
sale_amount_total Monetary
compute='_compute_sale_data' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_order_count Integer
compute='_compute_sale_data' string='Number of Sale Orders'

Public methods (5)

action_new_quotation(self)
action_sale_quotations_new(self)
action_view_sale_order(self)
action_view_sale_quotation(self)
retrieve_sales_dashboard(self)
@api.model

New fields (2)

action Selection
string='Quotation Customer'
lead_id Many2one → crm.lead
required=True args: 'crm.lead', 'Associated Lead'

Public methods (2)

action_apply(self)
Convert lead to opportunity or merge lead and opportunity and open the freshly created opportunity view.
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (1)

action_primary_channel_button(self)

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (2)

opportunity_id Many2one → crm.lead
check_company=True domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]" string='Opportunity' args: 'crm.lead'
tag_ids Many2many → crm.lead.tag
string='Tags' args: 'crm.lead.tag', 'sale_order_tag_rel', 'order_id', 'tag_id'

Public methods (1)

action_confirm(self)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/12.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Thibault Delavallée, Christophe Simonis, Richard Mathot, qdp-odoo, Yannick Tivisse, Jorge Pinna Puissant, Xavier-Do
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:57:02
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_management - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - decimal_precision - uom - analytic - portal - http_routing - digest - crm - calendar - resource - fetchmail - utm - contacts
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_case_form_view_oppor
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	field	Inherits sale.view_order_form

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (3)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
sale_amount_total Monetary
compute='_compute_sale_amount_total' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_number Integer
compute='_compute_sale_amount_total' string='Number of Quotations'

Public methods (1)

retrieve_sales_dashboard(self)
@api.model

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (2)

opportunity_id Many2one → crm.lead
domain="[('type', '=', 'opportunity')]" string='Opportunity' args: 'crm.lead'
tag_ids Many2many → crm.lead.tag
string='Tags' args: 'crm.lead.tag', 'sale_order_tag_rel', 'order_id', 'tag_id'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/11.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Thibault Delavallée, Christophe Simonis, GitHub, Lucas Perais (lpe), Yannick Tivisse, qsm-odoo, Odoo Online, Denis Vermylen (dve), DVE, fwi-odoo, RomainLibert, Lois Rilo
WEBSITE
WEBSITE	https://www.odoo.com/page/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:53:44
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale_management - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account - product - decimal_precision - analytic - web_planner - portal - http_routing - account_invoicing - crm - calendar - resource - fetchmail - utm - contacts
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sales order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_case_form_view_oppor
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	field	Inherits sale.view_order_form

Models touched (5)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (3)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
sale_amount_total Monetary
compute='_compute_sale_amount_total' currency_field='company_currency' help='Untaxed Total of Confirmed Orders' string='Sum of Orders'
sale_number Integer
compute='_compute_sale_amount_total' string='Number of Quotations'

Public methods (1)

retrieve_sales_dashboard(self)
@api.model

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sales Orders Target'

Public methods (0)

No public methods.

New fields (2)

opportunity_id Many2one → crm.lead
domain="[('type', '=', 'opportunity')]" string='Opportunity' args: 'crm.lead'
tag_ids Many2many → crm.lead.tag
string='Tags' args: 'crm.lead.tag', 'sale_order_tag_rel', 'order_id', 'tag_id'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/10.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Thibault Delavallée, Denis Ledoux, Christophe Simonis, David Monjoie, Nicolas Martinelli, Julien Legros, qdp-odoo, Jeremy Kersten, Yannick Tivisse, qsm-odoo, Tanguy Charlier
WEBSITE
WEBSITE	https://www.odoo.com/page/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:50:49
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web_kanban - web - bus - web_tour - account - product - decimal_precision - report - analytic - web_planner - procurement - crm - base_action_rule - resource - calendar - web_calendar - fetchmail - utm - web_kanban_gauge
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sale order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (5)

XML ID	Name	Model	Type	Status
`assets_backend`	project assets	ir.ui.view	qweb	Inherits web.assets_backend
`crm_case_form_view_oppor`	crm.lead.oppor.inherited.crm	crm.lead	xpath	Inherits crm.crm_case_form_view_oppor
`crm_team_salesteams_view_kanban`	crm.team.kanban.inherit.sale	crm.team	data	Inherits sale.crm_team_salesteams_view_kanban
`res_partner_address_type`	res.partner.form.inherit.base	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.form.inherit.sale	sale.order	field	Inherits sale.view_order_form

Models touched (4)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (3)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
sale_amount_total Monetary
compute='_compute_sale_amount_total' currency_field='company_currency' string='Sum of Orders'
sale_number Integer
compute='_compute_sale_amount_total' string='Number of Quotations'

Public methods (1)

retrieve_sales_dashboard(self)
@api.model

New fields (1)

target_sales_invoiced Integer
args: 'Invoiced in Sale Orders Target'

Public methods (0)

No public methods.

New fields (2)

opportunity_id Many2one → crm.lead
domain="[('type', '=', 'opportunity')]" string='Opportunity' args: 'crm.lead'
tag_ids Many2many → crm.lead.tag
string='Tags' args: 'crm.lead.tag', 'sale_order_tag_rel', 'order_id', 'tag_id'

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/9.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS
MAINTAINERS
MAINTAINERS
COMMITTERS
COMMITTERS	Odoo Translation Bot, Martin Trigaux, Fabien Pinckaers, Olivier Dony, Thibault Delavallée, Denis Ledoux, Christophe Simonis, Goffin Simon, Nicolas Lempereur, Jérome Maes, Richard Mathot, qdp-odoo, Géry Debongnie, Aaron Bohy, Julien De Coster, Yannick Tivisse, Martin Geubelle, len-odoo
WEBSITE
WEBSITE	https://www.odoo.com/page/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:48:31
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web_kanban - web - bus - account - product - decimal_precision - report - analytic - web_tip - web_planner - procurement - crm - base_action_rule - resource - calendar - web_calendar - fetchmail - utm - marketing - web_kanban_gauge
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sale order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (4)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	CRM - Opportunities - Quote Inherit	crm.lead	data	Inherits crm.crm_case_form_view_oppor
`crm_team_salesteams_view_kanban`	crm.team.kanban	crm.team	data	Inherits sale.crm_team_salesteams_view_kanban
`res_partner_address_type`	res.partner.view.address_type	res.partner	xpath	Inherits base.view_partner_form
`sale_view_inherit123`	sale.order.inherit	sale.order	field	Inherits sale.view_order_form

Models touched (1)

New fields (3)

order_ids One2many → sale.order
string='Orders' args: 'sale.order', 'opportunity_id'
sale_amount_total Float
compute='_get_sale_amount_total' digits=0 readonly=True string='Sum of Orders'
sale_number Integer
compute='_get_sale_amount_total' readonly=True string='Number of Quotations'

Public methods (1)

retrieve_sales_dashboard(self, cr, uid, context=None)

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/8.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	OpenERP SA
MAINTAINERS
MAINTAINERS	OpenERP SA
COMMITTERS
COMMITTERS	Odoo Translation Bot, Turkesh Patel (Open ERP), Christophe Matthieu, ajay javiya (OpenERP), Martin Trigaux, Fabien Pinckaers, Antony Lesuisse, Olivier Dony, Thibault Delavallée, Vo Minh Thu, Launchpad Translations on behalf of openerp, Denis Ledoux, Fabien Meghazi, ggh-openerp, Christophe Simonis, Xavier Morel, Ravish (Open ERP), Amit Bhavsar (Open ERP), Amit Vora, Amit Vora (OpenERP), Aaron Bohy, bth-openerp, Vishmita Jadeja (openerp), Richard Mathot (OpenERP), Jeremy Kersten, Gery Debongnie, Randhir Mayatra rma-openerp, Amit Vora (OpenERP Trainee), sgo@tinyerp.com, Darshan Kalola (OpenERP), Darshan Kalola, Sunil Sharma (OpenERP Trainee), Sunil Sharma (OpenERP), Prashant Panchal (OpenERP), Ravi Gadhia
WEBSITE
WEBSITE	https://www.odoo.com/page/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:45:40
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web_kanban - web - web_kanban_sparkline - account_voucher - account - product - decimal_precision - report - analytic - board - edi - email_template - procurement - crm - base_action_rule - resource - calendar - web_calendar - fetchmail - web_kanban_gauge
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sale order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (3)

XML ID	Name	Model	Type	Status
`crm_case_form_view_oppor`	CRM - Opportunities - Quote Inherit	crm.lead	data	Inherits crm.crm_case_form_view_oppor
`sale_view_inherit123`	sale.order.inherit	sale.order	field	Inherits sale.view_order_form
`view_crm_make_sale`	crm.make.sale.form	crm.make.sale	form	New

Models touched (0)

No models found for this module.

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/7.0/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	OpenERP SA
MAINTAINERS
MAINTAINERS	OpenERP SA
COMMITTERS
COMMITTERS	Raphael Collet, Twinkle Christian (OpenERP), Cecile Tonglet, Rucha (Open ERP), Atul Patel (OpenERP), Jalpesh Patel (OpenERP), Stephane Wirtel, Odoo Translation Bot, Turkesh Patel (Open ERP), Numerigraphe - Lionel Sausin, Christophe Matthieu, Antonin Bourguignon, Martin Trigaux, Ajay Chauhan (OpenERP), Foram Katharotiya (OpenERP), Purnendu Singh (OpenERP), Fabien Pinckaers, Antony Lesuisse, Saurang Suthar, Olivier Dony, Rajesh Prajapati (OpenERP), Twinkle (OpenERP), Divyesh Makwana (Open ERP), Thibault Delavallée, Vo Minh Thu, Hardik, Arnaud Pineux, pso (OpenERP), Sbh (Openerp), Amit Patel (OpenERP), Launchpad Translations on behalf of openerp, vta vta@openerp.com, Quentin (OpenERP), Kuldeep Joshi (OpenERP), Denis Ledoux, Mayur Maheshwari (OpenERP), Jigar Amin - OpenERP, Sanjay Gohel (Open ERP), Fabien Meghazi, Bhumi Thakkar (Open ERP), Cedric Snauwaert, Frédéric van der Essen, Vijaykumar Baladaniya, Ankita Patel (OpenERP)
WEBSITE
WEBSITE	http://www.openerp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:43:11
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - account_voucher - account - base_setup - base - web_kanban - web - product - process - decimal_precision - mail - analytic - board - edi - email_template - crm - base_action_rule - base_status - base_calendar - resource - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sale order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module, if you installed both the sale and the crm modules.

Code Analysis

Views touched (10)

XML ID	Name	Model	Type	Status
`account_invoice_form`	Account Invoice	account.invoice	data	Inherits account.invoice_form
`account_invoice_groupby_inherit`	account.invoice.groupby	account.invoice	xpath	Inherits account.view_account_invoice_filter
`account_invoice_report_tree`	account.invoice.report.tree	account.invoice.report	data	Inherits account.view_account_invoice_report_tree
`account_invoice_tree`	Account Invoice	account.invoice	data	Inherits account.invoice_tree
`crm_case_form_view_oppor`	CRM - Opportunities - Quote Inherit	crm.lead	data	Inherits crm.crm_case_form_view_oppor
`res_user_form`	Users Preferences	res.users	data	Inherits base.view_users_form
`sale_view_inherit123`	sale.order.inherit	sale.order	field	Inherits sale.view_order_form
`view_crm_make_sale`	crm.make.sale.form	crm.make.sale	form	New
`view_sales_order_filter_inherit`	sale.order.list.select	sale.order	xpath	Inherits sale.view_sales_order_filter
`view_users_form_preferences`	res.users.preferences.form	res.users	data	Inherits base.view_users_form_simple_modif

Models touched (2)

New fields (0)

No new fields.

Public methods (1)

on_change_user(self, cr, uid, ids, user_id, context=None)
Override of on change user_id on lead/opportunity; when having sale the new logic is : - use user.default_section_id - or fallback on previous behavior

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	odoo/odoo
GIT
GIT	https://github.com/odoo/odoo.git
GIT FOLDER
GIT FOLDER	https://github.com/odoo/odoo/tree/6.1/sale_crm
VERSION
VERSION	1.0
CATEGORY
CATEGORY	Hidden
LICENSE
LICENSE	LGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	Yes
AUTHORS
AUTHORS	OpenERP SA
MAINTAINERS
MAINTAINERS	OpenERP SA
COMMITTERS
COMMITTERS	Raphael Collet, Jagdish Panchal (Open ERP), Stephane Wirtel, Numerigraphe - Lionel Sausin, Harry (OpenERP), Martin Trigaux, Fabien Pinckaers, Antony Lesuisse, Meera Trambadia (OpenERP), Olivier Dony, Vo Minh Thu, Launchpad Translations on behalf of openerp, Quentin (OpenERP), niv-openerp, Jigar Amin, Vaibhav (OpenERP), Carlos Vásquez, Jacques-Etienne Baudoux, ksa (Open ERP), Els Van Vossel, Israel Fermin Montilla, Rifakat Haradwala (Open ERP), Hardik Ansodariy (OpenERP), ssu, rch-openerp, Ariel Figueroa
WEBSITE
WEBSITE	http://www.openerp.com
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-05 23:41:35
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - stock - product - base - process - decimal_precision - account - base_setup - analytic - board - edi - email_template - mail - base_tools - procurement - crm - base_action_rule - base_calendar - resource - fetchmail
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module adds a shortcut on one or several opportunity cases in the CRM. =========================================================================== This shortcut allows you to generate a sales order based on the selected case. If different cases are open (a list), it generates one sale order by case. The case is then closed and linked to the generated sales order. We suggest you to install this module if you installed both the sale and the crm modules.

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`board_crm_form_inherit_replace1`	board.crm.form.inherit.replace1	board.board	xpath	Inherits sale.board_sales_form
`board_crm_form_inherit_replace3`	board.crm.form.inherit.replace1	board.board	xpath	Inherits sale.board_sales_form
`crm_case_form_view_oppor`	CRM - Opportunities - Quote Inherit	crm.lead	field	Inherits crm.crm_case_form_view_oppor
`sale_view_inherit123`	sale.order.inherit	sale.order	field	Inherits sale.view_order_form
`view_crm_make_sale`	crm.make.sale.form	crm.make.sale	form	New
`view_sales_order_filter_inherit`	sale.order.list.select	sale.order	field	Inherits sale.view_sales_order_filter

Models touched (0)

No models found for this module.

Opportunity to Quotation

Code Analysis

Views touched (5)

Models touched (4)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods CrmQuotationPartner · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (6)

Models touched (5)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods Opportunity2Quotation · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (6)

Models touched (5)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods Opportunity2Quotation · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (6)

Models touched (5)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods Opportunity2Quotation · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (5)

Models touched (5)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods Opportunity2Quotation · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (5)

Models touched (5)

crm.lead Extends Model 4 fields 4 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 3 fields 2 methods Opportunity2Quotation · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (7)

Models touched (5)

crm.lead Extends Model 4 fields 5 methods CrmLead · inherits crm.lead

crm.quotation.partner New model TransientModel 2 fields 2 methods Opportunity2Quotation · inherits crm.partner.binding · Create new or use existing Customer on new Quotation

crm.team Extends Model 0 fields 1 method CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 2 fields 1 method SaleOrder · inherits sale.order

Code Analysis

Views touched (3)

Models touched (5)

account.invoice Extends Model 0 fields 0 methods AccountInvoice · inherits account.invoice, utm.mixin

crm.lead Extends Model 3 fields 1 method CrmLead · inherits crm.lead

crm.team Extends Model 0 fields 0 methods CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 2 fields 0 methods SaleOrder · inherits sale.order, utm.mixin

Code Analysis

Views touched (3)

Models touched (5)

account.invoice Extends Model 0 fields 0 methods AccountInvoice · inherits account.invoice, utm.mixin

crm.lead Extends Model 3 fields 1 method CrmLead · inherits crm.lead

crm.team Extends Model 0 fields 0 methods CrmTeam · inherits crm.team

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 2 fields 0 methods SaleOrder · inherits sale.order, utm.mixin

Code Analysis

Views touched (5)

Models touched (4)

account.invoice Extends Model 0 fields 0 methods AccountInvoice · inherits account.invoice, utm.mixin

crm.lead Extends Model 3 fields 1 method CrmLead · inherits crm.lead

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.order Extends Model 2 fields 0 methods SaleOrder · inherits sale.order, utm.mixin

Code Analysis