Odoo Changelog — 2018-03-27

Tuesday, March 27, 2018

1 change · master

Bug Fixes(1)

Resolved issues and error corrections

[FIX] crm: Salesperson and Sales Team consistency

Coremastercrmwebsite_crm_partner_assignMEDIUM

This fix ensures that when an opportunity has both a salesperson and a sales team, they remain aligned. It prevents inconsistent CRM records where a salesperson from one team is assigned to an opportunity under another team, improving data accuracy and sales reporting.

Original PR description

- Create a Salesperson A in Sales Team A
- Create an opportunity, save
- Edit the opportunity, change the Salesperson to A and Sales Team to B
- Save => the Sales Team is set to A
- Edit, change the Sales Team to B, save => you are allowed to save

The behavior is inconsistent. In case there is a Salesperson and a Sales
Team set, we must force the the Salesperson and the Sales Team to be
consistent.

opw-1830825

Description of the issue/feature this PR addresses:

Current behavior before PR:

Desired behavior after PR is merged:


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#sales#crm#opportunities#data consistency