Partner contact sale info propagation

partner_contact_sale_info_propagation · OCA/sale-workflow

    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
    2026-08-07 08:22:54
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    OCA-git-bot, oca-ci, juancarlosonate-tecnativa
    Odoo dependencies
    odoo/odoo:
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module propagates Salesperson and Sales Teams from Company to
Contacts

- Put the *Salesperson* or *Sales Teams* of the parent company when
  the contact doesn't have a *Salesperson* or *Sales Teams* and this
  parent company is assigned.
- When the company changes the *Salesperson*, it fills with the same
  *Salesperson* all the contacts that don't have any or have the
  previous *Salesperson* of the parent company.
- When the company changes the *Sales Teams*, it fills with the same
  *Sales Teams* all the contacts that don't have any or have the
  previous *Sales Teams* of the parent company.

    Code Analysis ⓘ

    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 (2)
    • create(self, vals_list)
      @api.model_create_multi
      Ensure that when a contact is created under a company, it inherits the team_id.
    • write(self, vals)
      Propagate Salesperson and Sales Channel change in the partner to the child contacts, and ensure team_id is inherited from parent_id.

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