Module: partner_contact_sale_info_propagation

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Partner contact sale info propagation

partner_contact_sale_info_propagation

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/17.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	OCA-git-bot, oca-ci, juancarlosonate-tecnativa
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:05
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
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.

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.

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/16.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Laurent Mignon (ACSONE), Weblate, OCA-git-bot, oca-ci, k.joel
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:53:45
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`view_partner_form`	res.partner.form.inherit	res.partner	xpath	Inherits base.view_partner_form

Models touched (1)

New fields (0)

No new fields.

Public methods (4)

create(self, vals_list)
@api.model_create_multi
get_view(self, view_id=None, view_type='form', **options)
@api.model
onchange_parent_id(self)
@api.onchange('parent_id')

Change Salesperson or Sales Channel if the parent company changes and there's no Salesperson or Sales Channel defined yet
write(self, vals)
Propagate Salesperson and Sales Channel change in the partner to the child contacts.

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/15.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Weblate, OCA-git-bot, oca-ci, Cesar Andres Sanchez
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:46:33
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`view_partner_form`	res.partner.form.inherit	res.partner	xpath	Inherits base.view_partner_form

Models touched (1)

New fields (0)

No new fields.

Public methods (4)

create(self, vals_list)
@api.model_create_multi
fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False)
@api.model
onchange_parent_id(self)
@api.onchange('parent_id')

Change Salesperson or Sales Channel if the parent company changes and there's no Salesperson or Sales Channel defined yet
write(self, vals)
Propagate Salesperson and Sales Channel change in the partner to the child contacts.

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/13.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	OCA Transbot, Víctor Martínez, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:12
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`view_partner_form`	res.partner.form.inherit	res.partner	xpath	Inherits base.view_partner_form

Models touched (1)

New fields (0)

No new fields.

Public methods (4)

create(self, vals_list)
@api.model_create_multi
fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False)
@api.model
onchange_parent_id(self)
@api.onchange('parent_id')

Change Salesperson or Sales Channel if the parent company changes and there's no Salesperson or Sales Channel defined yet
write(self, vals)
Propagate Salesperson and Sales Channel change in the partner to the child contacts.

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/12.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, OCA Transbot, Víctor Martínez, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:29:17
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`view_partner_form`	res.partner.form.inherit	res.partner	xpath	Inherits base.view_partner_form

Models touched (1)

New fields (0)

No new fields.

Public methods (4)

create(self, vals)
@api.model
fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False)
@api.model
onchange_parent_id(self)
@api.onchange('parent_id')

Change Salesperson or Sales Channel if the parent company changes and there's no Salesperson or Sales Channel defined yet
write(self, vals)
@api.multi

Propagate Salesperson and Sales Channel change in the partner to the child contacts.

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/11.0/partner_contact_sale_info_propagation
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Sales Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	OCA Transbot, oca-travis, OCA-git-bot, ernesto
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:23:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sales_team - base - mail - base_setup - web - bus - web_tour
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (1)

XML ID	Name	Model	Type	Status
`view_partner_form`	res.partner.form.inherit	res.partner	xpath	Inherits base.view_partner_form

Models touched (1)

New fields (0)

No new fields.

Public methods (4)

create(self, vals)
@api.model
fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False)
@api.model
onchange_parent_id(self)
@api.onchange('parent_id')

Change Salesperson or Sales Channel if the parent company changes and there's no Salesperson or Sales Channel defined yet
write(self, vals)
@api.multi

Propagate Salesperson and Sales Channel change in the partner to the child contacts.

Partner contact sale info propagation

Code Analysis

Views touched (0)

Models touched (1)

res.partner Extends Model 0 fields 2 methods ResPartner · inherits res.partner

Code Analysis

Views touched (1)

Models touched (1)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner

Code Analysis

Views touched (1)

Models touched (1)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner

Code Analysis

Views touched (1)

Models touched (1)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner

Code Analysis

Views touched (1)

Models touched (1)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner

Code Analysis

Views touched (1)

Models touched (1)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner