Project Task Customer Reference

project_task_customer_ref · OCA/project

    Repository
    OCA/project · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Project
    Folder size
    0.06 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/project
    Last tracking update
    2026-08-07 09:06:22
    Authors
    Odoo Community Association (OCA), ForgeFlow
    Maintainers
    Odoo Community Association (OCA), ForgeFlow
    Committers
    Weblate, OCA-git-bot, oca-ci, DavidJForgeFlow
    Odoo dependencies
    odoo/odoo:
    - sale_project
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    - sale_service
    - project_account
    - project
    - rating
    - website_project
    - website
    - social_media
    - google_recaptcha
    - html_builder
    Python dependencies
    geoip2
    System dependencies
    None
    Required by
    None
    Description
    Adds an **Order Customer Reference** field (`customer_reference`) to
`project.task` so that customer PO/requisition numbers are visible on
tasks, capturable via website webforms, and kept in sync with the linked
sale order.

Features:

- **Task field**: `customer_reference` (Char, not copied on duplication)
  is added to the task form view and list view (hidden by default,
  toggleable via the optional-columns menu).
- **Auto-populated from sale order**: when a task is created automatically
  from a confirmed sale order (service lines with `service_tracking`),
  the task inherits the SO's `client_order_ref` as its
  `customer_reference`.
- **Propagation back to sale order**: when `customer_reference` is set or
  updated on a task, it is written to `client_order_ref` on the linked
  sale order — but only if that field is currently empty, preventing
  unintended overwrites.
- **Website webform support**: the field is whitelisted for the website form
  builder so it appears in the field picker when configuring a webform that
  creates `project.task` records.

    Code Analysis ⓘ

    Views touched (2)
    XML IDNameModelTypeStatus
    view_task_all_tree_inherit project.task.list project.task list Inherits project.view_task_tree2
    view_task_form2_inherit project.task.form project.task form Inherits project.view_task_form2
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (3)

    New fields (1)
    • customer_reference Char
      copy=False string='Order Customer Reference'
    Public methods (2)
    • create(self, vals_list)
      @api.model_create_multi
    • write(self, vals)

    New fields (0)

    No new fields.

    Public methods (2)
    • create(self, vals_list)
      @api.model_create_multi
    • write(self, vals)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.