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Merge PR #1691 into 19.0
Signed-off-by AaronHForgeFlow
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‎project_task_customer_ref/README.rst‎

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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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===============================
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Project Task Customer Reference
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===============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:43e36c2954bc2c1ff0ae498553e1549a833d04330fbeb5ec2cbe8678065bbef0
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fproject-lightgray.png?logo=github
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:target: https://github.com/OCA/project/tree/19.0/project_task_customer_ref
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:alt: OCA/project
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/project-19-0/project-19-0-project_task_customer_ref
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/project&target_branch=19.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Adds an **Order Customer Reference** field (``customer_reference``) to
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``project.task`` so that customer PO/requisition numbers are visible on
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tasks, capturable via website webforms, and kept in sync with the linked
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sale order.
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Features:
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- **Task field**: ``customer_reference`` (Char, not copied on
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duplication) is added to the task form view and list view (hidden by
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default, toggleable via the optional-columns menu).
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- **Auto-populated from sale order**: when a task is created
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automatically from a confirmed sale order (service lines with
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``service_tracking``), the task inherits the SO's ``client_order_ref``
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as its ``customer_reference``.
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- **Propagation back to sale order**: when ``customer_reference`` is set
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or updated on a task, it is written to ``client_order_ref`` on the
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linked sale order — but only if that field is currently empty,
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preventing unintended overwrites.
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- **Website webform support**: the field is whitelisted for the website
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form builder so it appears in the field picker when configuring a
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webform that creates ``project.task`` records.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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After installing the module, open the Website form builder and add a
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text input mapped to **Order Customer Reference**
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(``customer_reference``) to allow customers to supply their PO number
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when submitting a request.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/project/issues/new?body=module:%20project_task_customer_ref%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* ForgeFlow
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Contributors
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------------
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- Jasmin Solanki <jasmin.solanki@forgeflow.com>
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/project <https://github.com/OCA/project/tree/19.0/project_task_customer_ref>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎project_task_customer_ref/__init__.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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from . import models

‎project_task_customer_ref/__manifest__.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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{
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"name": "Project Task Customer Reference",
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"summary": (
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"Adds Order Customer Reference to tasks, syncs it to the linked "
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"sale order, and exposes it on website webforms."
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),
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"version": "19.0.1.0.0",
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"author": "ForgeFlow, Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/project",
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"category": "Project",
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"license": "LGPL-3",
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"depends": ["sale_project", "website_project"],
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"data": [
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"data/website_form.xml",
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"views/project_task_views.xml",
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],
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"installable": True,
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"application": False,
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}

‎project_task_customer_ref/data/website_form.xml‎

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2026 ForgeFlow
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Part of ForgeFlow. See LICENSE file for full copyright and licensing details. -->
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<odoo noupdate="1">
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<function model="ir.model.fields" name="formbuilder_whitelist">
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<value>project.task</value>
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<value eval="['customer_reference']" />
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</function>
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</odoo>

‎project_task_customer_ref/i18n/da.po‎

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * project_task_customer_ref
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#
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# Translators:
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# ForgeFlow S.L., 2026
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 19.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2026-03-16 00:00+0000\n"
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"PO-Revision-Date: 2026-03-16 00:00+0000\n"
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"Last-Translator: ForgeFlow S.L.\n"
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"Language-Team: Danish\n"
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"Language: da\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#. module: project_task_customer_ref
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#: model:ir.module.module,shortdesc:project_task_customer_ref.module_project_task_customer_ref
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msgid "Project Task Customer Reference"
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msgstr "Projektsopgave kundereferencer"
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#. module: project_task_customer_ref
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#: model:ir.model.fields,field_description:project_task_customer_ref.field_project_task__customer_reference
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msgid "Order Customer Reference"
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msgstr "Kundens ordreference"

‎project_task_customer_ref/i18n/sv.po‎

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * project_task_customer_ref
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#
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# Translators:
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# ForgeFlow S.L., 2026
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 19.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2026-03-16 00:00+0000\n"
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"PO-Revision-Date: 2026-03-16 00:00+0000\n"
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"Last-Translator: ForgeFlow S.L.\n"
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"Language-Team: Swedish\n"
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"Language: sv\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#. module: project_task_customer_ref
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#: model:ir.module.module,shortdesc:project_task_customer_ref.module_project_task_customer_ref
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msgid "Project Task Customer Reference"
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msgstr "Projektuppgift kundreferens"
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#. module: project_task_customer_ref
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#: model:ir.model.fields,field_description:project_task_customer_ref.field_project_task__customer_reference
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msgid "Order Customer Reference"
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msgstr "Kundens orderreferens"

‎project_task_customer_ref/models/__init__.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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from . import project_task
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from . import sale_order
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from . import sale_order_line

‎project_task_customer_ref/models/project_task.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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from odoo import api, fields, models
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class ProjectTask(models.Model):
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_inherit = "project.task"
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customer_reference = fields.Char(string="Order Customer Reference", copy=False)
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def _get_linked_sale_order(self):
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"""Return the sale order linked to this task (via line or project)."""
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self.ensure_one()
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return self.sale_order_id or self.project_id.sale_order_id
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@api.model_create_multi
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def create(self, vals_list):
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tasks = super().create(vals_list)
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if not self.env.context.get("_syncing_customer_reference"):
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for task, vals in zip(tasks, vals_list, strict=False):
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ref = vals.get("customer_reference")
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if ref:
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so = task._get_linked_sale_order()
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if so and so.client_order_ref != ref:
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so.with_context(
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_syncing_customer_reference=True
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).client_order_ref = ref
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return tasks
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def write(self, vals):
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res = super().write(vals)
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ref = vals.get("customer_reference")
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if ref and not self.env.context.get("_syncing_customer_reference"):
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for task in self:
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so = task._get_linked_sale_order()
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if so and so.client_order_ref != ref:
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so.with_context(
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_syncing_customer_reference=True
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).client_order_ref = ref
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return res

‎project_task_customer_ref/models/sale_order.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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from odoo import api, models
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class SaleOrder(models.Model):
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_inherit = "sale.order"
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@api.model_create_multi
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def create(self, vals_list):
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# create_for_task_id is injected into the context when a sale order is
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# created directly from a task (e.g. via the "Create Sale Order" action
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# on project.task). It allows us to pre-fill client_order_ref from the
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# task's customer_reference before the SO record is saved.
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task = self.env["project.task"].browse(
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self.env.context.get("create_for_task_id")
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)
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if task and task.customer_reference:
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for vals in vals_list:
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if not vals.get("client_order_ref"):
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vals["client_order_ref"] = task.customer_reference
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return super().create(vals_list)
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def write(self, vals):
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res = super().write(vals)
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ref = vals.get("client_order_ref")
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if ref and not self.env.context.get("_syncing_customer_reference"):
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tasks = self.env["project.task"].search([("sale_order_id", "in", self.ids)])
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tasks_to_update = tasks.filtered(lambda t: t.customer_reference != ref)
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if tasks_to_update:
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tasks_to_update.with_context(_syncing_customer_reference=True).write(
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{"customer_reference": ref}
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)
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return res

‎project_task_customer_ref/models/sale_order_line.py‎

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# Copyright 2026 ForgeFlow S.L.
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# License LGPLv3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.en.html).
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from odoo import models
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class SaleOrderLine(models.Model):
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_inherit = "sale.order.line"
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def _timesheet_create_task_prepare_values(self, project):
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res = super()._timesheet_create_task_prepare_values(project)
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if self.order_id.client_order_ref:
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res["customer_reference"] = self.order_id.client_order_ref
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return res

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