Skip to Content
This question has been flagged
actionprojectsales.order
4 Replies
859 Views
Avatar
Phred

I want to be able to create a project from the sales order. Odoo seems to only allow this for a sales order with 'service' products, but I want to create a project for any sales order, regardless of the product.


The only way I can work out to achieve this is with an 'execute code' server action, as below.


This seems to achieve what I want, however as I am on an enterprise license I have to pay extra to use the code, so I am hoping there is a simpler solution to this. Also my python experience is quite limited and I am unsure if I have coded this in a reliable way...


Does anyone know of a better solution to this problem? any help is much appreciated.

if record.project_id:
    raise UserError("This Sales Order already has a linked project.")
    
# Get sequence number
seq = env['ir.sequence'].next_by_code('project.seq')

# Combine with opportunity name if available
if record.opportunity_id:
    opp_name = record.opportunity_id.name
else:
    opp_name = ""

if opp_name:
    project_name = f"{seq} | {opp_name}"
else:
    project_name = seq

# Create project
project = env['project.project'].create({
    'name': project_name,
    'partner_id': record.partner_id.id,
    'use_documents': False,
})

record.write({'project_id': project.id})


Avatar
Discard
Avatar
JB
Best Answer

Hello,

Please Refer the code:

1.Python code:

from odoo import models, fields, api


class SaleOrder(models.Model):

    _inherit = "sale.order"


    project_id = fields.Many2one("project.project", string="Project")


    def action_create_project(self):

        Project = self.env["project.project"]

        for order in self:

            if not order.project_id:

                project = Project.create({

                    "name": order.name,

                    "partner_id": project.id

        return True


2. Xml Code

<record id="view_order_form_inherit_project" model="ir.ui.view">

    <field name="name">sale.order.form.inherit.project</field>

    <field name="model">sale.order</field>

    <field name="inherit_id" ref="sale.view_order_form"/>

    <field name="arch" type="xml">

        <header position="inside">

            <button name="action_create_project"

                    type="object"

                    string="Create Project"

                    class="btn-primary"

                    attrs="{'invisible': [('project_id','!=',False)]}"/>

        </header>

        <sheet position="after">

            <field name="project_id"/>

        </sheet>

    </field>

</record>


Avatar
Discard
Chris TRINGHAM

This isn't an answer to the question that has been asked!

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Please refer to the code:


from odoo import api, fields, models

from odoo.exceptions import UserError


class SaleOrder(models.Model):

    _inherit = "sale.order"


    project_id = fields.Many2one('project.project', string="Project")


    def action_create_project(self):

        for order in self:

            if order.project_id:

                raise UserError("This Sales Order already has a linked project.")


            seq = self.env['ir.sequence'].next_by_code('project.seq') or order.name

            opp_name = order.opportunity_id.name if order.opportunity_id else ""

            project_name = f"{seq} | {opp_name}" if opp_name else seq


            project = self.env['project.project'].create({

                'name': project_name,

                'partner_id': order.partner_id.id,

            })

            order.project_id = project.id


Hope it helps.

Avatar
Discard
Avatar
Ruchita
Best Answer

In Odoo, a project is typically created from a Sales Order when you sell a service product that is configured to trigger project creation.

✅ Steps:

  1. Go to Sales > Products and open the service product.
  2. Set:
    • Product Type: Service
    • Service Invoicing Policy: Based on Milestones or Timesheets on Tasks
    • Service Tracking: Choose one of the following:
      • Create a task in an existing project
      • Create a new project but no task
      • Create a new project and task
  3. When you confirm a Sales Order containing that product, Odoo will automatically create the project or task depending on your selection.

You can then manage the project from the Projects module.

Avatar
Discard
Avatar
D Enterprise
Best Answer

Hi,

if record. project_id:

    raise UserError("This Sales Order already has a linked project.")


# Get sequence value or fallback

seq = env['ir.sequence'].next_by_code('project.seq') or 'NEW/PROJECT'


# Get opportunity name if exists

opp_name = record.opportunity_id.name if record.opportunity_id else ''


# Build project name

project_name = f"{seq} | {opp_name}" if opp_name else seq


# Create new project

project = env['project.project'].create({

    'name': project_name,

    'partner_id': project.id })

try this 
i hope it is use full

Avatar
Discard
Related Posts Replies Views Activity
How to show sales order data in the projects module Solved
project sales.order related_fields
Avatar
1
जून 22
6469
Set project_id on new tasks automatically
action project automated
Avatar
3
फ़र॰ 20
3849
How to make a new save button? Solved
action project custom
Avatar
Avatar
1
जुल॰ 19
15339
Why sales Order cannot change?
project sales.order helpme odoo16features
Avatar
Avatar
1
अप्रैल 24
1719
Create a new project once quote is accepted by client
project task invoices sales.order
Avatar
0
सित॰ 23
1637