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Partner contact sale info propagation

partner_contact_sale_info_propagation · OCA/sale-workflow

    Security findings

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales Management
    Folder size
    0.04 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-09-03 05:40:51
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Carlos Roca, OCA-git-bot, oca-ci
    Odoo dependencies
    odoo/odoo:
    - base
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module propagates the Salesperson from a company to its contacts.

Odoo already puts the *Salesperson* of the parent company on a contact
when the contact is created under it (or moved to it) and the contact has
no *Salesperson* of its own. This module completes that behavior:

- When the company changes its *Salesperson*, it fills with the same
  *Salesperson* all the contacts that don't have any or that have the
  previous *Salesperson* of the company. The change is propagated down
  the whole contacts hierarchy.
- Contacts having their own, different *Salesperson* are left untouched.

    Code Analysis info_outline

    Views touched (0)

    No views found for this module.

    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (1)

    New fields (0)

    No new fields.

    Public methods (1)
    • write(self, vals)
      Propagate the Salesperson change in the partner to the child contacts. Odoo only sets the salesperson of the parent on its contacts when they are created or re-parented and they have no salesperson yet (see `res.partner._compute_user_id`), so here we take care of the later changes done in the company, updating the contacts that have no salesperson or that still have the previous one of the company.

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    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    5 days ago
    Last activity
    5 days ago
    Repository
    OCA/sale-workflow
    Pull request
    [20.0][MIG] partner_contact_sale_info_propagation (#4609)