Sales - Project (sale_project) - Odoo Module Metadata

crm_sale_project, project_mrp_sale, project_sale_expense, sale_project_margin, sale_project_stock, sale_project_stock_account, sale_purchase_project, sale_timesheet

Description

Allows to create task from your sales order
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This module allows to generate a project/task from sales orders.

Code Analysis info_outline

Views touched (38)

XML ID	Name	Model	Type	Status
`account_analytic_line_view_graph_for_single_project`	account.analytic.line.margins.pivot	account.analytic.line	pivot	Inherits account_analytic_line_view_graph_project_margin
`account_analytic_line_view_graph_project_margin`	account.analytic.line.margins.pivot	account.analytic.line	pivot	Inherits analytic.view_account_analytic_line_graph
`account_analytic_line_view_list_margins_no_group`	account.analytic.line.margins.no.group.list	account.analytic.line	tree	Inherits view_account_analytic_line_inherit_sale_project_tree
`portal_tasks_list_inherit`	portal_tasks_list_inherit	ir.ui.view	qweb	Inherits project.portal_tasks_list
`product_product_form_view_inherit_sale_project`	product.product.sale.project.form	product.product	form	Inherits product.product_normal_form_view
`product_template_form_view_invoice_policy_inherit_sale_project`	product.template.inherit.sale.projectform	product.template	form	Inherits sale.product_template_form_view
`project_milestone_view_form`	project.milestone.view.form.inherit	project.milestone	form	Inherits project.project_milestone_view_form
`project_milestone_view_kanban_inherit_sale_project`	project.milestone.view.kanban.inherit	project.milestone	kanban	Inherits project.project_milestone_view_kanban
`project_milestone_view_tree`	project.milestone.view.list.inherit	project.milestone	list	Inherits project.project_milestone_view_tree
`project_project_view_card_inherit_sale_project`	project.project.card.inherit.sale.project	project.project		Inherits project.view_project_card
`project_project_view_form_simplified_inherit`	project.project.view.form.simplified.inherit	project.project	form	Inherits project.project_project_view_form_simplified
`project_project_view_form_simplified_template`	project.project.create.wizard.form	project.template.create.wizard	form	Inherits project.project_project_view_form_simplified_template
`project_project_view_inherit_project_filter`	project.project.select.inherit.project	project.project		Inherits project.view_project_project_filter
`project_project_view_tree_inherit_sale_project`	project.project.list.inherit.sale.project	project.project	list	Inherits project.view_project
`project_sharing_inherit_project_task_view_form`	project.task.view.inherit	project.task	form	Inherits project.project_sharing_project_task_view_form
`project_sharing_inherit_project_task_view_tree`	project.task.view.list.inherit	project.task	list	Inherits project.project_sharing_project_task_view_tree
`project_task_view_search`	project.task.search.inherit	project.task	search	Inherits project.view_task_search_form_project_base
`project_task_view_tree_main_base`	project.task.main.list.inherit	project.task	list	Inherits project.project_task_view_tree_main_base
`project_templates_view_list`	project.project.template.list	project.project	list	Inherits project.project_templates_view_list
`quick_create_task_form_res_partner`	project.task.form.quick_create.res.partner.inherit.sale_project	project.task	form	Inherits project.quick_create_task_form_res_partner
`sale_order_line_view_form_editable`	sale.order.line.view.form.editable	sale.order.line	form	Inherits sale.sale_order_line_view_form_readonly
`sale_project.milestone_deadline_inherit`	sale_project.milestone_deadline_inherit	ir.ui.view	qweb	Inherits project.milestone_deadline
`sale_project_line_search`	sale_project.account.analytic.margins.search	account.analytic.line	search	Inherits account.view_account_analytic_line_filter_inherit_account
`sale_project_view_form_simplified_template`	sale.project.create.wizard.form	project.template.create.wizard	form	Inherits project.project_project_view_form_simplified_template
`sale_report_view_search`	sale.report.view.search.inherit.sale.project	sale.report	search	Inherits sale.view_order_product_search
`task_type_edit_inherit_sale_project`	project.task.type.form.inherit.sale_project	project.task.type	form	Inherits project.task_type_edit
`view_account_analytic_line_inherit_sale_project_pivot`	account.analytic.margins.pivot	account.analytic.line	pivot	Inherits account.view_account_analytic_line_pivot
`view_account_analytic_line_inherit_sale_project_pivot_single`	account.analytic.margins.pivot	account.analytic.line	pivot	Inherits account.view_account_analytic_line_pivot
`view_account_analytic_line_inherit_sale_project_tree`	account.analytic.margins.tree	account.analytic.line	tree	Inherits account.view_account_analytic_line_tree_inherit_account
`view_edit_project_inherit_form`	project.project.view.inherit	project.project	form	Inherits project.edit_project
`view_order_form_inherit_sale_project`	sale.order.form.sale.project	sale.order	form	Inherits sale.view_order_form
`view_order_line_tree_with_create`	sale.order.line.list.with.create	sale.order.line	list	Inherits sale.view_order_line_tree
`view_order_simple_form`	sale.order.form.from.task	sale.order	form	Inherits sale.view_order_form
`view_sale_project_inherit_form`	project.task.view.inherit	project.task	form	Inherits project.view_task_form2
`view_sale_project_quick_create_task_form`	project.task.view.inherit	project.task	form	Inherits project.quick_create_task_form
`view_sales_order_filter_inherit_sale_project`	sale.order.list.select.inherit.sale_project	sale.order	list	Inherits sale.view_sales_order_filter
`view_task_form_res_partner`	project.task.form.res.partner.inherit.sale_project	project.task	form	Inherits project.view_task_form_res_partner
`view_task_tree2_inherit_sale_project`	project.task.form.inherit.sale.project	project.task	form	Inherits project.project_task_view_tree_base

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (15)

New fields (2)

billable_type Selection
compute='_compute_project_billable_type' compute_sudo=True readonly=True selection='_selection_billable_type' store=True string='Billable Type'
category_report Selection
compute='_compute_category_report' compute_sudo=True readonly=True store=True args: [('revenues', 'Revenue'), ('costs', 'Costs')]

Public methods (1)

action_open_account_analytic_line_origine(self)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

write(self, vals)

New fields (6)

project_id Many2one → project.project
company_dependent=True copy=True domain='[("is_template", "=", False)]' args: 'project.project', 'Project'
project_template_id Many2one → project.project
company_dependent=True copy=True domain='[("is_template", "=", True)]' args: 'project.project', 'Project Template'
service_policy Selection
compute='_compute_service_policy' compute_sudo=True inverse='_inverse_service_policy' string='Service Invoicing Policy' tracking=True args: '_selection_service_policy'
service_tracking Selection
ondelete={'task_global_project': 'set default', 'task_in_project': 'set default', 'project_only': 'set default'} selection_add=[('task_global_project', 'Task'), ('task_in_project', 'Project & Task'), ('project_only', 'Project')]
service_type Selection
selection_add=[('milestones', 'Project Milestones')]
task_template_id Many2one → project.task
company_dependent=True compute='_compute_task_template' copy=True domain="[('is_template', '=', True), '|', ('project_id', '=', project_id), ('project_id', '=', False)]" readonly=False store=True args: 'project.task', 'Task Template'

Public methods (1)

write(self, vals)

New fields (7)

allow_billable Boolean
export_string_translation=False related='project_id.allow_billable'
product_uom_id Many2one
export_string_translation=False related='sale_line_id.product_uom_id'
product_uom_qty Float
compute='_compute_product_uom_qty' compute_sudo=True readonly=False args: 'Quantity'
project_partner_id Many2one
export_string_translation=False related='project_id.partner_id'
quantity_percentage Float
compute='_compute_quantity_percentage' copy=True help='Percentage of the ordered quantity that will automatically be delivered once the milestone is reached.' readonly=False store=True args: 'Quantity (%)'
sale_line_display_name Char
export_string_translation=False related='sale_line_id.display_name' args: 'Sale Line Display Name'
sale_line_id Many2one → sale.order.line
default=_default_sale_line_id domain="[('order_partner_id', '=?', project_partner_id), ('qty_delivered_method', '=', 'milestones')]" help='Sales Order Item that will be updated once the milestone is reached.' index='btree_not_null' args: 'sale.order.line', 'Sales Order Item'

Public methods (1)

action_view_sale_order(self)

New fields (17)

allow_billable Boolean
args: 'Billable'
display_sales_stat_buttons Boolean
compute='_compute_display_sales_stat_buttons' export_string_translation=False
has_any_so_to_invoice Boolean
compute='_compute_has_any_so_to_invoice' export_string_translation=False args: 'Has SO to Invoice'
has_any_so_with_nothing_to_invoice Boolean
compute='_compute_has_any_so_with_nothing_to_invoice' export_string_translation=False args: 'Has a SO with an invoice status of No'
invoice_count Integer
compute='_compute_invoice_count' export_string_translation=False groups='account.group_account_readonly'
partner_id Many2one
compute='_compute_partner_id' readonly=False store=True
real_cost Monetary
compute='_compute_real_cost' export_string_translation=False
real_cost_ratio Float
compute='_compute_real_cost' export_string_translation=False
reinvoiced_sale_order_id Many2one → sale.order
copy=False domain="['|', ('partner_id', '=', partner_id), ('partner_id.commercial_partner_id.id', 'parent_of', partner_id)]" groups='sales_team.group_sale_salesman' help='Products added to stock pickings, whose operation type is configured to generate analytic costs, will be re-invoiced in this sales order if they are set up for it.' index='btree_not_null' string='Sales Order' args: 'sale.order'
sale_line_id Many2one → sale.order.line
compute='_compute_sale_line_id' copy=False domain=<expr> help='Sales order item that will be selected by default on the tasks and timesheets of this project, except if the employee set on the timesheets is explicitely linked to another sales order item on the project.\nIt can be modified on each task and timesheet entry individually if necessary.' index='btree_not_null' readonly=False store=True args: 'sale.order.line', 'Sales Order Item'
sale_order_amount_total Monetary
compute='_compute_sale_order_count' export_string_translation=False groups='sales_team.group_sale_salesman'
sale_order_count Integer
compute='_compute_sale_order_count' export_string_translation=False groups='sales_team.group_sale_salesman'
sale_order_id Many2one
export_string_translation=False related='sale_line_id.order_id'
sale_order_line_count Integer
compute='_compute_sale_order_count' export_string_translation=False groups='sales_team.group_sale_salesman'
sale_order_state Selection
export_string_translation=False related='sale_order_id.state' tracking=False
sale_warning_text Text
compute='_compute_sale_warning_text' help='Warning for the partner as set by the user.' args: 'Project Warning'
vendor_bill_count Integer
compute_sudo=False export_string_translation=False groups='account.group_account_readonly' related='account_id.vendor_bill_count'

Public methods (14)

action_create_invoice(self)
action_customer_preview(self)
action_get_list_view(self)
action_open_project_invoices(self)
action_open_project_vendor_bills(self)
action_real_margin(self)
action_view_sols(self)
action_view_sos(self)
action_view_tasks(self)
check_allow_billable_projects(self)
return if the project is linked to product or sales order
create(self, vals_list)
@api.model_create_multi
default_get(self, fields)
@api.model
template_to_project_confirmation_callback(self, callbacks)
write(self, vals)

New fields (9)

allow_billable Boolean
related='project_id.allow_billable'
display_sale_order_button Boolean
compute='_compute_display_sale_order_button' string='Display Sales Order'
partner_id Many2one
inverse='_inverse_partner_id'
project_sale_order_id Many2one → sale.order
related='project_id.sale_order_id' string="Project's sale order" args: 'sale.order'
sale_line_id Many2one → sale.order.line
compute='_compute_sale_line' copy=True domain=<expr> help='Sales Order Item to which the time spent on this task will be added in order to be invoiced to your customer.\nBy default the sales order item set on the project will be selected. In the absence of one, the last prepaid sales order item that has time remaining will be used.\nRemove the sales order item in order to make this task non billable. You can also change or remove the sales order item of each timesheet entry individually.' index='btree_not_null' readonly=False recursive=True store=True tracking=True args: 'sale.order.line', 'Sales Order Item'
sale_order_id Many2one → sale.order
compute='_compute_sale_order_id' group_expand='_group_expand_sales_order' help='Sales order to which the task is linked.' index='btree_not_null' store=True args: 'sale.order', 'Sales Order'
sale_order_state Selection
related='sale_order_id.state' tracking=False
sale_warning_text Text
compute='_compute_sale_warning_text' help='Warning for the partner as set by the user.' args: 'Task Warning'
task_to_invoice Boolean
compute='_compute_task_to_invoice' groups='sales_team.group_sale_salesman_all_leads' search='_search_task_to_invoice' args: 'To invoice'

Public methods (4)

TASK_PORTAL_READABLE_FIELDS(self)
@property
action_project_sharing_view_so(self)
action_view_so(self)
default_get(self, fields)
@api.model

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

show_rating_active Boolean
compute='_compute_show_rating_active' export_string_translation=False

Public methods (0)

No public methods.

New fields (4)

allow_billable Boolean
related='template_id.allow_billable'
partner_id Many2one → res.partner
args: 'res.partner'
role_to_users_ids One2many
compute='_compute_role_to_users_ids' readonly=False store=True
sale_warning_text Text
compute='_compute_sale_warning_text' help='Warning for the partner as set by the user.' args: 'Project Template Warning'

Public methods (2)

action_create_project_from_so(self)
Create a project either from template or directly if no template is set.
action_open_template_view(self)
@api.model

New fields (2)

sale_line_id Many2one → sale.order.line
readonly=True string='Sales Order Item' args: 'sale.order.line'
sale_order_id Many2one → sale.order
readonly=True string='Sales Order' args: 'sale.order'

Public methods (0)

No public methods.

New fields (14)

closed_task_count Integer
compute='_compute_tasks_ids' export_string_translation=False groups='project.group_project_user'
completed_task_percentage Float
compute='_compute_completed_task_percentage' export_string_translation=False groups='project.group_project_user'
is_product_milestone Boolean
compute='_compute_is_product_milestone' export_string_translation=False
milestone_count Integer
compute='_compute_milestone_count' export_string_translation=False
project_account_id Many2one → account.analytic.account
related='project_id.account_id' args: 'account.analytic.account'
project_count Integer
compute='_compute_project_ids' export_string_translation=False groups='project.group_project_user' string='Number of Projects'
project_id Many2one → project.project
copy=False domain=[('allow_billable', '=', True), ('is_template', '=', False)] help='A task will be created for the project upon sales order confirmation. The analytic distribution of this project will also serve as a reference for newly created sales order items.' index='btree_not_null' args: 'project.project'
project_ids Many2many → project.project
compute='_compute_project_ids' copy=False export_string_translation=False groups='project.group_project_user,project.group_project_milestone' string='Projects' args: 'project.project'
project_required Boolean
compute='_compute_project_required' string='Project Required'
show_create_project_button Boolean
compute='_compute_show_project_and_task_button' export_string_translation=False groups='project.group_project_user'
show_project_button Boolean
compute='_compute_show_project_and_task_button' export_string_translation=False groups='project.group_project_user'
tasks_count Integer
compute='_compute_tasks_ids' export_string_translation=False groups='project.group_project_user' string='Tasks'
tasks_ids Many2many → project.task
compute='_compute_tasks_ids' export_string_translation=False groups='project.group_project_user' search='_search_tasks_ids' string='Tasks associated with this sale' args: 'project.task'
visible_project Boolean
compute='_compute_visible_project' export_string_translation=False readonly=True args: 'Display project'

Public methods (8)

action_confirm(self)
action_create_project(self)
action_view_milestone(self)
action_view_project_ids(self)
create(self, vals_list)
@api.model_create_multi
default_get(self, fields)
@api.model
get_first_service_line(self)
write(self, vals)

New fields (4)

project_id Many2one → project.project
copy=False export_string_translation=False index=True args: 'project.project', 'Generated Project'
qty_delivered_method Selection
selection_add=[('milestones', 'Milestones')]
reached_milestones_ids One2many → project.milestone
domain=[('is_reached', '=', True)] export_string_translation=False string='Reached Milestones' args: 'project.milestone', 'sale_line_id'
task_id Many2one → project.task
copy=False export_string_translation=False index=True args: 'project.task', 'Generated Task'

Public methods (5)

action_view_sale_order(self)
copy_data(self, default=None)
create(self, vals_list)
@api.model_create_multi
default_get(self, fields)
@api.model
write(self, vals)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (1)

project_id Many2one → project.project
comodel_name='project.project' readonly=True

Public methods (0)

No public methods.

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Code Analysis info_outline

Views touched (38)

HTTP endpoints (0)

Models touched (15)

account.analytic.line Extends Model 2 fields 1 method AccountAnalyticLine · inherits account.analytic.line

account.move.line Extends Model 0 fields 0 methods AccountMoveLine · inherits account.move.line

product.product Extends Model 0 fields 1 method ProductProduct · inherits product.product

product.template Extends Model 6 fields 1 method ProductTemplate · inherits product.template

project.milestone Extends Model 7 fields 1 method ProjectMilestone · inherits project.milestone

project.project Extends Model 17 fields 14 methods ProjectProject · inherits project.project

project.task Extends Model 9 fields 4 methods ProjectTask · inherits project.task

project.task.recurrence Extends Model 0 fields 0 methods ProjectTaskRecurrence · inherits project.task.recurrence

project.task.type Extends Model 1 field 0 methods ProjectTaskType · inherits project.task.type

project.template.create.wizard Extends TransientModel 4 fields 2 methods ProjectTemplateCreateWizard · inherits project.template.create.wizard

report.project.task.user Extends Model 2 fields 0 methods ReportProjectTaskUser · inherits report.project.task.user

sale.order Extends Model 14 fields 8 methods SaleOrder · inherits sale.order

sale.order.line Extends Model 4 fields 5 methods SaleOrderLine · inherits sale.order.line

sale.order.template.line Extends Model 0 fields 0 methods SaleOrderTemplateLine · inherits sale.order.template.line

sale.report Extends Model 1 field 0 methods SaleReport · inherits sale.report