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[17.0][IMP] helpdesk_mgmt: allowed contacts by team

Open DantePereyra opened this issue 5 months ago • 2 comments

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. Team_allowed_partners Ticket_allowed_contact

  • If the team has no restrictions, all contacts will be available. Team_without_allowed_partners Ticket_all_contacts

DantePereyra avatar Jul 18 '25 10:07 DantePereyra

@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.

rrebollo avatar Oct 16 '25 18:10 rrebollo

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!

DantePereyra avatar Nov 04 '25 11:11 DantePereyra

This PR is being closed because further tracking will take place in #878, and it changes from IMP to ADD.

DantePereyra avatar Nov 10 '25 08:11 DantePereyra