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Sale Project Task Description Template

sale_project_task_description_template · OCA/project

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    Health
    60/100
    fair
    • Security25/25
      No findings
    • Activity25/25
      Last human commit 5 months ago
    • Required by5/25
      0 modules depend on it
    • Maturity5/25
      In 1 Odoo series since 18.0

    Heuristic over the facts below, not an audit · How it's computed

    Security findings
    Grave / minor (static analysis)
    Required by
    0
    Modules depending on it
    External deps
    0 pip · 0 bin
    Python packages / system binaries
    License
    LGPL-3
    No conflicts with its dependencies
    Folder size
    0.05 MB
    Module directory on disk
    Code analysis 0 migration notes 2 models 1 view 0 HTTP endpoints

    Description

    This module extends the Project Task Description Template and integrates it with Sales and Projects. When tasks are generated from sales order lines, the task will automatically use the Task Description Template defined on the related product.

    Optionally, you can include key information from the sales order line (like product name and quantity) above the template, providing more context directly in the task description.

    Key Features:

    • New field on product: assign a Task Description Template for service products with Service Tracking set to 'Task' or 'Project & Task'.
    • Optional boolean to include the sale order line info in the task description.
    • Automatic application of the template (and optionally the sales line info) when creating tasks from sales orders.

    Dependencies

    Odoo dependencies
    OCA/project:
    - project_task_description_template
    odoo/odoo:
    - project
    - analytic
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - uom
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - rating
    - resource
    - digest
    - sale_timesheet
    - sale_project
    - sale_management
    - sale
    - sales_team
    - account_payment
    - account
    - onboarding
    - product
    - payment
    - utm
    - sale_service
    - project_account
    - hr_timesheet
    - hr
    - phone_validation
    - resource_mail
    - hr_hourly_cost
    Python dependencies
    None
    System dependencies
    None
    Required by
    None

    Code analysis

    Extracted from the source by best-effort static analysis (no code is executed); details may be incomplete.

    Views touched 1

    XML IDNameModelTypeStatus
    product_template_form_inherit_task_template product.template.form.inherit.task.template product.template form Inherits product.product_template_form_view

    HTTP endpoints 0

    No HTTP endpoints found for this module.

    Models touched 2

    New fields (2)
    • include_sale_line_info_in_task Boolean
      help='If enabled, the sale order line details (e.g., product and quantity) will be added to the task description before the template content.' string='Include Sale Line Info in Task description'
    • task_description_template_id Many2one → project.task.description.template
      help='Applies automatically when creating tasks' string='Task Description Template' args: 'project.task.description.template'
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    89 days ago
    Last activity
    85 days ago
    Repository
    OCA/project
    Pull request
    [19.0][MIG] sale_project_task_description_template: Migration to 19.0 (#1772)