[17.0][IMP] helpdesk_mgmt: allowed contacts by team #797
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DantePereyra
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DantePereyra
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dalonsod
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Partner Restrictions by Helpdesk Team This feature allows dynamic control over which contact (partner_id) on ticket, based on the configuration of the assigned Helpdesk Team (team_id). The logic works as follows: - If the team has a default contact, it will fill the contact field with that value. - If the team has a unique contact, only that contact will be available. - If the team has a list of allowed contacts, only those contacts will be available. - If the team has no restrictions, all contacts will be available.
dalonsod
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@DantePereyra I think I would propose this as a standalone module, not as an improvement to be merged into the base workflow — it aligns better with the OCA mindset. From a design perspective, if I understand correctly, it overlaps with a more transversal need: limiting partner visibility. So I wonder if some configuration of Sales Teams Security might work even better since this restriction applies only within the helpdesk team’s operational context and not at the ERP-wide level Technically, it looks well implemented. |
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Hi @rrebollo! I will test the addon you said and see how I can improve mine, and make a proposition as an standalone addon. Thanks for reviewing! |
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This PR is being closed because further tracking will take place in #878, and it changes from IMP to ADD. |
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This feature allows dynamic control over which contact (partner_id) on ticket, based on the configuration of the assigned Helpdesk Team (team_id). The logic works as follows: