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[16.0][ADD] sale_partner_sale_contact_on_project: Propagate sale contact to projects
This module extends sale_partner_sale_contact to automatically propagate the sale contact from sale orders to the projects created from those orders. Features: * Propagate sale contact from sale order to project * Display sale contact field on project form view * Automatic propagation when project is created from sale order line Technical implementation: * Override _timesheet_create_project_prepare_values on sale.order.line * Add sale_contact_partner_id field on project.project * Tree and form view customization for projects * French translations included Depends on: sale_partner_sale_contact (in this PR)
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‎sale_partner_sale_contact_on_project/README.rst‎

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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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====================================
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Sale Partner Sale Contact on Project
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====================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:187ed00353d0a2a7c976b79b9636089dff2c562c748f2e442780b86e742ccff7
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_partner_sale_contact_on_project
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_partner_sale_contact_on_project
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends **Sale Partner Sale Contact** to propagate the sale contact field to projects.
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When a sale order with a sale contact creates a project (via service products),
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the contact person is automatically propagated to the project. This ensures the
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same named commercial contact (procurement manager, project lead, etc.) visible
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on the sale order and its invoices is also recorded on the resulting project,
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without affecting project or task addresses.
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This allows you to:
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* Track the contact person for each project
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* Maintain consistency between sale orders and related projects
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* Display the sale contact on project forms
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module:
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#. Install both **Sale Partner Sale Contact** and **Sale Partner Sale Contact on Project**
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#. Create a sale order with a customer that has child contacts
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#. Select a **Sale Contact** from the customer's child contacts
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#. Add a service product configured to create a project or task
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#. Confirm the sale order
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#. The created project will automatically have the same sale contact
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#. You can also manually set or change the sale contact on any project form
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The sale contact field is visible on the project form, right after the customer field.
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**Auto-switch behavior**: If you select a contact person in the customer field and that person has a parent company, the system will automatically:
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* Set the customer field to the parent company
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* Set the sale contact field to the person you selected
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This behavior only applies when the restriction modules (\*_partner_id_company_only) are not installed.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* OpenStudio SAS
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Contributors
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~~~~~~~~~~~~
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* Simon Maillard (maisim) <simon@ogesta.fr>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-maisim| image:: https://github.com/maisim.png?size=40px
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:target: https://github.com/maisim
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:alt: maisim
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-maisim|
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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.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎sale_partner_sale_contact_on_project/__init__.py‎

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# Copyright 2026 OpenStudio SAS
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
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from . import models

‎sale_partner_sale_contact_on_project/__manifest__.py‎

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# Copyright 2026 OpenStudio SAS
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
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{
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"name": "Sale Partner Sale Contact on Project",
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"summary": "Propagate sale contact from sale orders to projects",
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"version": "16.0.1.0.0",
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"category": "Sales Management",
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"website": "https://github.com/OCA/sale-workflow",
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"author": "OpenStudio SAS, Odoo Community Association (OCA)",
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"maintainers": ["maisim"],
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"license": "LGPL-3",
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"application": False,
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"installable": True,
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"depends": [
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"sale_partner_sale_contact",
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"sale_project",
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],
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"data": [
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"views/project_project_views.xml",
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],
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}

‎sale_partner_sale_contact_on_project/i18n/fr.po‎

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * sale_partner_sale_contact_on_project
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: Automatically generated\n"
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"Language-Team: none\n"
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"Language: fr\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Plural-Forms: nplurals=2; plural=(n > 1);\n"
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model.fields,help:sale_partner_sale_contact_on_project.field_project_project__sale_contact_partner_id
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msgid ""
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"Contact person for this project from the sale order. Only child contacts of "
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"the customer can be selected."
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msgstr ""
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"Personne de contact pour ce projet issu de la commande de vente. Seuls les "
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"contacts enfants du client peuvent être sélectionnés."
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model,name:sale_partner_sale_contact_on_project.model_project_project
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msgid "Project"
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msgstr "Projet"
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model.fields,field_description:sale_partner_sale_contact_on_project.field_project_project__sale_contact_partner_id
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msgid "Sale Contact"
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msgstr "Contact Commercial"
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model,name:sale_partner_sale_contact_on_project.model_sale_order_line
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msgid "Sales Order Line"
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msgstr "Ligne de vente"
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#~ msgid "Sales Order"
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#~ msgstr "Bon de commande"

‎sale_partner_sale_contact_on_project/i18n/sale_partner_sale_contact_on_project.pot‎

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * sale_partner_sale_contact_on_project
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model.fields,help:sale_partner_sale_contact_on_project.field_project_project__sale_contact_partner_id
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msgid ""
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"Contact person for this project from the sale order. Only child contacts of "
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"the customer can be selected."
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msgstr ""
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model,name:sale_partner_sale_contact_on_project.model_project_project
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msgid "Project"
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msgstr ""
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model.fields,field_description:sale_partner_sale_contact_on_project.field_project_project__sale_contact_partner_id
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msgid "Sale Contact"
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msgstr ""
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#. module: sale_partner_sale_contact_on_project
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#: model:ir.model,name:sale_partner_sale_contact_on_project.model_sale_order_line
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msgid "Sales Order Line"
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msgstr ""

‎sale_partner_sale_contact_on_project/models/__init__.py‎

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# Copyright 2026 OpenStudio SAS
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
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from . import sale_order_line
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from . import project_project

‎sale_partner_sale_contact_on_project/models/project_project.py‎

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# Copyright 2026 OpenStudio SAS
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
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from odoo import models
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class ProjectProject(models.Model):
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_inherit = ["project.project", "sale.contact.mixin"]
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_name = "project.project"

‎sale_partner_sale_contact_on_project/models/sale_order_line.py‎

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# Copyright 2026 OpenStudio SAS
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
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from odoo import models
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class SaleOrderLine(models.Model):
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_inherit = "sale.order.line"
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def _timesheet_create_project_prepare_values(self):
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"""Add sale contact to project values."""
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values = super()._timesheet_create_project_prepare_values()
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if self.order_id.sale_contact_partner_id:
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values["sale_contact_partner_id"] = self.order_id.sale_contact_partner_id.id
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return values

‎sale_partner_sale_contact_on_project/readme/CONTRIBUTORS.rst‎

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

‎sale_partner_sale_contact_on_project/readme/DESCRIPTION.rst‎

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This module extends **Sale Partner Sale Contact** to propagate the sale contact field to projects.
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When a sale order with a sale contact creates a project (via service products),
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the contact person is automatically propagated to the project. This ensures the
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same named commercial contact (procurement manager, project lead, etc.) visible
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on the sale order and its invoices is also recorded on the resulting project,
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without affecting project or task addresses.
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This allows you to:
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* Track the contact person for each project
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* Maintain consistency between sale orders and related projects
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* Display the sale contact on project forms

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