Metadata-Version: 2.1
Name: odoo-addon-partner_contact_sale_info_propagation
Version: 19.0.1.0.0.2
Requires-Dist: odoo==19.0.*
Summary: Propagate the Salesperson from Company to Contacts
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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=====================================
Partner contact sale info propagation
=====================================

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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.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, if *Contacts* module is installed:

1. Go to *Contacts* and create a new contact with the Company radio
   button checked and a Salesperson selected in the *Sales & Purchases*
   tab.
2. Edit this record and add a new contact child in the *Contacts &
   Addresses* tab.
3. Open that child contact and you will see it has the same
   *Salesperson* as its parent company.
4. Change the *Salesperson* of the company and you will see that the
   child contact is updated with the new one.

Changelog
=========

19.0.1.0.0
----------

- The *Sales Team* propagation has been removed, as the ``team_id``
  field no longer exists in contacts since Odoo 18.0. The sales team of
  a sale order is now derived from its salesperson, so propagating the
  *Salesperson* is enough.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20partner_contact_sale_info_propagation%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Ernesto Tejeda
  - Pedro M. Baeza
  - César A. Sánchez
  - Juan Carlos Oñate
  - Carlos Roca

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/19.0/partner_contact_sale_info_propagation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
