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Helpdesk Sale Project

helpdesk_mgmt_sale_project folder_open OCA/helpdesk open_in_new
Hidden License: AGPL-3

Updates the Helpdesk Ticket’s Project (only if unset) when the Project of a linked Sale Order changes.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Automatically fills in a helpdesk ticket's project from its linked sales orders, and blocks a ticket from being linked to sales orders that belong to more than one different project.

This module connects helpdesk tickets, sales orders and projects. It is installed automatically when the related helpdesk, sales and project modules are present, so users do not need to install it themselves.

What changes for users: - On a helpdesk ticket, the project field is now filled in automatically. When the ticket is linked to sales orders and all of those sales orders point to the same project, that project is copied onto the ticket, but only if the ticket does not already have a project set. - If someone changes the project on a linked sales order, the ticket's project is recalculated from the sales orders, so the ticket follows the sales order. - A user can still set or change the project on the ticket manually; the automatic value is only a suggestion that can be overridden.

Business rule and restriction: - A ticket cannot be linked to sales orders that belong to more than one different project. If that happens, Odoo shows a validation error naming the ticket and refuses to save.

Where it appears: - On the helpdesk ticket form, in the project field, and on the sales orders linked to the ticket. No new menus or screens are added.

Areas touched: - The helpdesk ticket model helpdesk.ticket is extended, together with its links to sales orders (sale_order_ids) and to projects (project_id).

Models and fields (1)
  • helpdesk.ticket · extends an existing modelproject_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.