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Lynx Sale - HR Integration

Scope sale orders by salesteam department

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lynx_sale_hr · v19.0.1.0.0 · Premium

What this solves

Lynx Sale - HR Bridge

Department-aware sale-order visibility. Rides on the crm.team.department_ids field shipped by lynx_crm_hr — no new schema. Salespeople in a department whose hr.department is bound to a crm.team see that team's sale orders without needing to be on the team's explicit member list.

Key Features

  • No new field - reuses crm.team.department_ids from lynx_crm_hr; sale.order.team_id was already the right FK.

  • Additive read rule - existing salesperson / team-member rules keep working; the new rule only widens read for in-department employees.

  • Legacy carve-out - sale orders without a team_id stay readable so historical data isn't hidden.

Auto-Installation

Installs automatically when sale_management and lynx_crm_hr are both present.

Integrates With

  • sale_management - Odoo Sales.

  • lynx_crm_hr - source of crm.team.department_ids.

Depends on

sale_management lynx_crm_hr lynx_license_enforcer

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