Metadata-Version: 2.1
Name: odoo-addon-sale_partner_sale_contact_on_project
Version: 16.0.1.0.0.2
Summary: Propagate sale contact from sale orders to projects
Home-page: https://github.com/OCA/sale-workflow
Author: OpenStudio SAS, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: LGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sale-partner-sale-contact<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a

.. image:: https://odoo-community.org/readme-banner-image
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   :alt: Odoo Community Association

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Sale Partner Sale Contact on Project
====================================

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This module extends **Sale Partner Sale Contact** to propagate the sale contact field to projects.

When a sale order with a sale contact creates a project (via service products),
the contact person is automatically propagated to the project. This ensures the
same named commercial contact (procurement manager, project lead, etc.) visible
on the sale order and its invoices is also recorded on the resulting project,
without affecting project or task addresses.

This allows you to:

* Track the contact person for each project
* Maintain consistency between sale orders and related projects
* Display the sale contact on project forms

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module:

#. Install both **Sale Partner Sale Contact** and **Sale Partner Sale Contact on Project**
#. Create a sale order with a customer that has child contacts
#. Select a **Sale Contact** from the customer's child contacts
#. Add a service product configured to create a project or task
#. Confirm the sale order
#. The created project will automatically have the same sale contact
#. You can also manually set or change the sale contact on any project form

The sale contact field is visible on the project form, right after the customer field.

**Auto-switch behavior**: If you select a contact person in the customer field and that person has a parent company, the system will automatically:

* Set the customer field to the parent company
* Set the sale contact field to the person you selected

This behavior only applies when the restriction modules (\*_partner_id_company_only) are not installed.

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:%20sale_partner_sale_contact_on_project%0Aversion:%2016.0%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
~~~~~~~

* OpenStudio SAS

Contributors
~~~~~~~~~~~~

* Simon Maillard (maisim) <simon@ogesta.fr>

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.

.. |maintainer-maisim| image:: https://github.com/maisim.png?size=40px
    :target: https://github.com/maisim
    :alt: maisim

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-maisim| 

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_partner_sale_contact_on_project>`_ project on GitHub.

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