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[16.0][ADD] sale_partner_sale_contact: Add sale contact to orders and invoices
This module adds the ability to specify a contact person for sale orders and invoices, separate from the main customer. Features: * Add Sale Contact field on sale orders and invoices * Propagate sale contact from sale order to invoice * Display sale contact on PDF reports (configurable) * Configuration option in Settings > Sales to enable/disable display * Domain restriction: only child contacts of the customer can be selected * OnChange logic to clear incompatible contacts when customer changes Technical implementation: * New field sale_contact_partner_id on sale.order and account.move * Company-level configuration field sale_display_contact_on_reports * Report template inheritance for sale orders and invoices * French translations included
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‎sale_partner_sale_contact/README.rst‎

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=========================
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Sale Partner Sale Contact
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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: sha256:1fe2b540490154ded20492736a3f1e5e47e9ec9ec21be5980a7a6a0767324e6e
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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/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-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
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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
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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 adds a **Sale Contact** field to quotations, sale orders, and invoices.
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The sale contact field allows you to:
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* Select a specific contact person for a sale order or quotation
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* Automatically propagate the contact from sale order to generated invoices
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* Display the contact person on PDF reports (quotations, orders, invoices)
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The contact must be a child contact (person) of the selected customer.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure the module:
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#. Go to **Settings > Sales > Quotations & Orders**
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#. Enable/disable **Display sale contact on reports**
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#. This option is enabled by default
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#. When enabled, the sale contact will appear on PDF reports for sale orders and invoices
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Usage
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=====
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To use this module, follow these steps:
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#. Go to *Settings > Sales > Quotations & Orders*
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#. Enable the **Display sale contact on reports** option to show the sale contact on PDF reports (enabled by default)
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#. Go to *Sales > Orders > Quotations* or *Sales > Orders > Orders*
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#. Create or open a sale order
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#. After selecting a customer, you can select a **Sale Contact** from the customer's child contacts
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#. If the configuration option is enabled, the sale contact will appear on the printed quotation/order PDF
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#. When you create an invoice from the sale order, the sale contact will be automatically copied to the invoice
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#. If the configuration option is enabled, the sale contact will also appear on the printed invoice PDF
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**Note**: Only contacts that are people (not companies) and are direct children of the selected customer will be available for selection.
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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%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) <[email protected]>
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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>`_ 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/__init__.py‎

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# Copyright 2025 Odoo Community Association (OCA)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import models

‎sale_partner_sale_contact/__manifest__.py‎

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# Copyright 2025 Odoo Community Association (OCA)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Sale Partner Sale Contact",
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"summary": "Add sale contact person field to quotations, orders, and invoices",
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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": "AGPL-3",
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"application": False,
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"installable": True,
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"depends": [
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"sale_management",
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"account",
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],
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"data": [
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"views/sale_order_views.xml",
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"views/account_move_views.xml",
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"views/res_config_settings_views.xml",
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"reports/sale_order_report_templates.xml",
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"reports/account_invoice_report_templates.xml",
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],
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}

‎sale_partner_sale_contact/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
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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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"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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"Language: fr\n"
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#. module: sale_partner_sale_contact
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.report_invoice_document
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.report_saleorder_document
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msgid ""
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"<br/>\n"
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" <strong>Sale Contact:</strong>"
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msgstr ""
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"<br/>\n"
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" <strong>Contact Commercial :</strong>"
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_res_company
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msgid "Companies"
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msgstr "Sociétés"
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_res_config_settings
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msgid "Config Settings"
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msgstr "Paramètres de configuration"
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_bank_statement_line__sale_contact_partner_id
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_move__sale_contact_partner_id
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_payment__sale_contact_partner_id
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msgid ""
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"Contact person for this invoice. Only child contacts of the partner can be "
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"selected."
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msgstr ""
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"Personne de contact pour cette facture. Seuls les contacts enfants du "
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"partenaire peuvent être sélectionnés."
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_sale_order__sale_contact_partner_id
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msgid ""
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"Contact person for this sale order. Only child contacts of the customer can "
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"be selected."
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msgstr ""
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"Personne de contact pour cette commande de vente. Seuls les contacts enfants "
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"du client peuvent être sélectionnés."
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_res_company__sale_display_contact_on_reports
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_res_config_settings__sale_display_contact_on_reports
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msgid "Display sale contact on reports"
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msgstr "Afficher le contact commercial sur les rapports"
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#. module: sale_partner_sale_contact
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.res_config_settings_view_form
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msgid "Display the sale contact on sale orders and invoices PDF reports"
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msgstr "Afficher le contact commercial sur les commandes de vente et les factures PDF"
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_res_company__sale_display_contact_on_reports
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_res_config_settings__sale_display_contact_on_reports
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msgid ""
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"If enabled, the sale contact will be displayed on sale orders and invoices "
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"PDF reports."
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msgstr ""
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"Si activé, le contact commercial sera affiché sur les commandes de vente et "
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"les factures PDF."
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_account_move
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msgid "Journal Entry"
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msgstr "Écriture comptable"
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_bank_statement_line__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_move__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_payment__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_sale_order__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
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#: model:ir.model,name:sale_partner_sale_contact.model_sale_order
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msgid "Sales Order"
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msgstr "Bon de commande"

‎sale_partner_sale_contact/i18n/sale_partner_sale_contact.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
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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
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.report_invoice_document
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.report_saleorder_document
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msgid ""
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"<br/>\n"
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" <strong>Sale Contact:</strong>"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_res_company
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msgid "Companies"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_res_config_settings
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msgid "Config Settings"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_bank_statement_line__sale_contact_partner_id
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_move__sale_contact_partner_id
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_account_payment__sale_contact_partner_id
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msgid ""
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"Contact person for this invoice. Only child contacts of the partner can be "
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"selected."
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_sale_order__sale_contact_partner_id
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msgid ""
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"Contact person for this sale order. Only child contacts of the customer can "
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"be selected."
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_res_company__sale_display_contact_on_reports
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_res_config_settings__sale_display_contact_on_reports
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msgid "Display sale contact on reports"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model_terms:ir.ui.view,arch_db:sale_partner_sale_contact.res_config_settings_view_form
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msgid "Display the sale contact on sale orders and invoices PDF reports"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_res_company__sale_display_contact_on_reports
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#: model:ir.model.fields,help:sale_partner_sale_contact.field_res_config_settings__sale_display_contact_on_reports
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msgid ""
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"If enabled, the sale contact will be displayed on sale orders and invoices "
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"PDF reports."
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model,name:sale_partner_sale_contact.model_account_move
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msgid "Journal Entry"
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msgstr ""
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#. module: sale_partner_sale_contact
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_bank_statement_line__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_move__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_account_payment__sale_contact_partner_id
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#: model:ir.model.fields,field_description:sale_partner_sale_contact.field_sale_order__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
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#: model:ir.model,name:sale_partner_sale_contact.model_sale_order
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msgid "Sales Order"
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msgstr ""

‎sale_partner_sale_contact/models/__init__.py‎

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# Copyright 2025 Odoo Community Association (OCA)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import account_move
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from . import res_company
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from . import res_config_settings
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from . import sale_order

‎sale_partner_sale_contact/models/account_move.py‎

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# Copyright 2025 Odoo Community Association (OCA)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models
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class AccountMove(models.Model):
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_inherit = "account.move"
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sale_contact_partner_id = fields.Many2one(
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comodel_name="res.partner",
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string="Sale Contact",
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domain=(
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"[('id', 'child_of', partner_id), "
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"('is_company', '=', False), ('id', '!=', partner_id)]"
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),
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help="Contact person for this invoice. "
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"Only child contacts of the partner can be selected.",
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)
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@api.onchange("partner_id")
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def _onchange_partner_id_clear_sale_contact(self):
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"""Clear sale contact when partner changes if it's not a child of new partner."""
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if self.sale_contact_partner_id:
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if (
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self.sale_contact_partner_id.parent_id != self.partner_id
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and self.sale_contact_partner_id != self.partner_id
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):
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self.sale_contact_partner_id = False

‎sale_partner_sale_contact/models/res_company.py‎

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# Copyright 2025 Odoo Community Association (OCA)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class ResCompany(models.Model):
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_inherit = "res.company"
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sale_display_contact_on_reports = fields.Boolean(
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string="Display sale contact on reports",
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default=True,
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help=(
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"If enabled, the sale contact will be displayed on "
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"sale orders and invoices PDF reports."
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),
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)

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