Opportunities filtered by partner should also display opportunities of its contacts

[Alexis Meneses]

Description:
In Sales module, when opportunities are filtered by a partner company, it should also display all opportunities related to contacts of that company.

Not doing so prevent from having a clear picture of what is going on for a company which can turns annoying for a CRM.

A workaround could be to tell salespersons to link all opportunities with the company instead of linking it with the contact, but then you fail tracking with who you are dealing with.

Its more a wishlist than a bug I suppose.

Steps to reproduce:
1/ Create a partner P1, which is a company
2/ Create a contact C1 inside that company P1
3/ Create an opportunity for contact C1
4/ Go on partner P1 form view
5/ Clic on "Opportunities" button inside the form

Actual result:
No opportunity is shown

Expected result:
The opportunity related to contact C1 is shown

[see also attached video which illustrate the case in a different way]

[Amit Bhavsar (Open ERP) (amb-openerp)]

Hello Alexis,

I have checked your Issue, but I think you might have a miss understand something..

When click on "Opportunities" button form partner form view at that time pass the active_Id (partner). and result are come which have same partner_id. so when you open "Opportunities" form "P1" form view. It's treat as partner and open result related to this partner_Id match. obvious, No opportunity is shown. because created opportunity partner_id is "C1".

In general way , It's perfect behaviour. no need to change this behave. Thta's why I am closing this Issue. If you still any doubt than without hesitation reopen this Issue.

Thanks for understanding!

[Alexis Meneses (alexis-o)]

Hello Amit,

I understand the current behavior, but I really think it's bad (or actually, it don't meet my needs)

C1 (the contact) belongs to P1 (the company).
When I filter the Opportunities by company, I'd like to see ALL opportunities belonging to that company, either because they're related to the company OR any of its contacts.

Technically, IMO, I think that the view should filter on ( res_partner.id == active_Id OR res_partner.parent_id == activeId ).

Thanks.

[Amit Bhavsar (Open ERP) (amb-openerp)]

Hello Alexis,

It's not bug, But We can consider this is as your suggestion and considering it as a "Wishlist".

Thanks for the suggestion!