TA#72185 [16.0][MIG] project_task_analytic_lines

.docker_files/main/__manifest__.py

@@ -29,6 +29,7 @@
         "project_remaining_hours_update",
         "project_stage_allow_timesheet",
         "project_stage_no_quick_create",
+        "project_task_analytic_lines",
         "project_task_date_planned",
         "project_task_deadline_from_project",
         "project_task_description_template",

Dockerfile

@@ -21,15 +21,16 @@ COPY project_milestone_spent_hours /mnt/extra-addons/project_milestone_spent_hou
 COPY project_milestone_time_kpi /mnt/extra-addons/project_milestone_time_kpi
 COPY project_no_quick_create /mnt/extra-addons/project_no_quick_create
 COPY project_parent_enhanced mnt/extra-addons/project_parent_enhanced
-COPY project_parent_forecasted_end_date mnt/extra-addons/project_parent_forecasted_end_date 
-COPY project_parent_type_required mnt/extra-addons/project_parent_type_required 
+COPY project_parent_forecasted_end_date mnt/extra-addons/project_parent_forecasted_end_date
+COPY project_parent_type_required mnt/extra-addons/project_parent_type_required
 COPY project_portal_hide_timesheets mnt/extra-addons/project_portal_hide_timesheets
-COPY project_portal_parent_task mnt/extra-addons/project_portal_parent_task 
+COPY project_portal_parent_task mnt/extra-addons/project_portal_parent_task
 COPY project_progress_variance /mnt/extra-addons/project_progress_variance
-COPY project_projected_hours mnt/extra-addons/project_projected_hours 
+COPY project_projected_hours mnt/extra-addons/project_projected_hours
 COPY project_remaining_hours_update /mnt/extra-addons/project_remaining_hours_update
 COPY project_stage_allow_timesheet mnt/extra-addons/project_stage_allow_timesheet
 COPY project_stage_no_quick_create mnt/extra-addons/project_stage_no_quick_create
+COPY project_task_analytic_lines /mnt/extra-addons/project_task_analytic_lines
 COPY project_task_date_planned /mnt/extra-addons/project_task_date_planned
 COPY project_task_deadline_from_project /mnt/extra-addons/project_task_deadline_from_project
 COPY project_task_description_template /mnt/extra-addons/project_task_description_template
@@ -49,4 +50,4 @@ COPY project_track_end_date /mnt/extra-addons/project_track_end_date
 COPY project_type_advanced /mnt/extra-addons/project_type_advanced
 
 COPY .docker_files/main /mnt/extra-addons/main
-COPY .docker_files/odoo.conf /etc/odoo
+COPY .docker_files/odoo.conf /etc/odoo

project_task_analytic_lines/README.rst

@@ -0,0 +1,115 @@
+Project Task Analytic Lines
+===========================
+
+.. contents:: Table of Contents
+
+Odoo Context
+------------
+In vanilla Odoo, analytic lines can not be grouped or filtered by task, except for timesheet lines.
+
+Therefore, if you need to generate a cost report, only the timesheet lines will be shown per task.
+
+Summary
+-------
+This module adds a `Task` field on supplier invoice lines and journal entries.
+
+The task is propagated from invoice lines to journal entries and analytic lines
+
+Then, the analytic lines can be filtered and grouped by task.
+
+Invoices
+--------
+As member of the group `Accounting / Billing`, on a draft invoice, I find a new field `Task`.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/invoice_form.png
+
+The field is readonly if the analytic account is not filled.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/invoice_task_readonly.png
+
+If an analytic account is selected, I am able to select a task related to project of the analytic account.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/invoice_task_selected.png
+
+I validate the invoice.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/invoice_validated.png
+
+On the journal Items tab, I notice that the task was propagated to the expense line.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/journal_items.png
+
+In the list of analytic lines, I notice that the task was propagated.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/analytic_lines_task.png
+
+
+List Views Filters
+------------------
+
+Analytic Lines
+~~~~~~~~~~~~~~
+In the list of analytic lines, I see a new field `Task`.
+
+..
+
+    A new technical field (origin_task_id) was added because the field task_id
+    available in vanilla Odoo could not be used.
+
+    The field task_id is used by Odoo for timesheet lines.
+    If task_id was used for any other purpose, some standard functionalities would be broken.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/analytic_lines_origin_task_column.png
+
+I am able to search by task:
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/analytic_lines_search.png
+
+I am able to group by task:
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/analytic_lines_group.png
+
+Journal Items
+~~~~~~~~~~~~~
+In the list view of journal items, I see a new field `Task`.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/journal_items_task_column.png
+
+I am able to search by task:
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/journal_items_search.png
+
+I am able to group by task:
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/journal_items_group.png
+
+Constraints
+-----------
+Once a task is selected on an invoice, it is not possible to move the task to another project.
+
+Otherwise, when changing the project on the task, a blocking message is displayed.
+
+.. image:: https://raw.githubusercontent.com/Numigi/odoo-project-addons/16.0/project_task_analytic_lines/static/description/task_change_project_constraint.png
+
+Limits
+------
+
+Purchase Orders
+~~~~~~~~~~~~~~~
+This module does not define how tasks are propagated from a purchase order to a supplier invoice.
+
+The module `project_wip_outsourcing` inherits this module and adds the business logic related to outsourcing.
+For now, outsourcing is the only known case where defining a task on a PO is relevant.
+
+Stockable Products
+~~~~~~~~~~~~~~~~~~
+An analytic account and a task should not be set on a supplier invoice for stockable products.
+The expense for a stockable product is recognized in Odoo at the customer invoice validation.
+
+The module is intended for services (or even consummable products).
+
+However, the module does not constrain on which type of product a task can be used.
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

project_task_analytic_lines/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2023 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

project_task_analytic_lines/__manifest__.py

@@ -0,0 +1,22 @@
+# Copyright 2023 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Project Task Analytic Lines",
+    "version": "16.0.1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "LGPL-3",
+    "category": "Project",
+    "summary": "Add a task on journal entries and vendor bills",
+    "depends": [
+        "account",
+        "hr_timesheet",
+    ],
+    "data": [
+        "views/account_analytic_line_views.xml",
+        "views/account_move_line_views.xml",
+    ],
+    "installable": True,
+}

project_task_analytic_lines/i18n/fr.po

@@ -0,0 +1,146 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* project_task_analytic_lines
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2020-12-10 21:51+0000\n"
+"PO-Revision-Date: 2020-12-10 16:51-0500\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"Language: fr\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 2.0.6\n"
+
+#. module: project_task_analytic_lines
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.account_move_line_search_with_task
+msgid "Analytic Account"
+msgstr "Compte analytique"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_analytic_line
+msgid "Analytic Line"
+msgstr "Ligne analytique"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_invoice
+msgid "Invoice"
+msgstr "Facture"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_invoice_line
+msgid "Invoice Line"
+msgstr "Ligne de facture"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_invoice_tax
+msgid "Invoice Tax"
+msgstr "Taxe de facture"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_move
+msgid "Journal Entries"
+msgstr "Pièces comptables"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_account_move_line
+msgid "Journal Item"
+msgstr "Écriture comptable"
+
+#. module: project_task_analytic_lines
+#: model:ir.model.fields,field_description:project_task_analytic_lines.field_account_analytic_line__origin_task_id
+msgid "Origin Task"
+msgstr "Taxe d'origine"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_product_product
+msgid "Product"
+msgstr "Article"
+
+#. module: project_task_analytic_lines
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.account_move_line_form_with_task
+msgid "Project"
+msgstr "Projet"
+
+#. module: project_task_analytic_lines
+#: model:ir.model,name:project_task_analytic_lines.model_project_task
+#: model:ir.model.fields,field_description:project_task_analytic_lines.field_account_invoice_line__task_id
+#: model:ir.model.fields,field_description:project_task_analytic_lines.field_account_invoice_tax__task_id
+#: model:ir.model.fields,field_description:project_task_analytic_lines.field_account_move_line__task_id
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.account_move_line_form_with_analytic_lines_sanitized
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.account_move_line_search_with_task
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.analytic_line_form_with_origin_task
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.analytic_line_list_with_origin_task
+#: model_terms:ir.ui.view,arch_db:project_task_analytic_lines.analytic_line_search_with_origin_task
+msgid "Task"
+msgstr "Tâche"
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/account_analytic_line.py:32
+#, python-format
+msgid ""
+"The origin task {task} is set on the analytic line {line}. This task does "
+"not match the analytic account ({analytic_account}) set on the line."
+msgstr ""
+"La tâche d'origine {task} est inscrite sur la ligne analytique {line}. Cette "
+"tâche ne correspond pas au compte analytique ({account_account}) inscrit sur "
+"la ligne."
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/project_task.py:66
+#, python-format
+msgid ""
+"The task {task} can not be moved to another project because it is already "
+"bound to a posted journal entry ({move})."
+msgstr ""
+"La tâche {task} ne peut pas être déplacée vers un autre projet, car elle est "
+"déjà liée à une écriture comptable comptabilisée ({move})."
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/project_task.py:49
+#, python-format
+msgid ""
+"The task {task} can not be moved to another project because it is already "
+"bound to a validated invoice ({invoice})."
+msgstr ""
+"La tâche {task} ne peut pas être déplacée vers un autre projet, car elle est "
+"déjà liée à une facture validée ({invoice})."
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/account_invoice_line.py:27
+#, python-format
+msgid ""
+"The task {task} is set on the invoice line {line}. This task does not match "
+"the project ({project}) set on the line."
+msgstr ""
+"La tâche d'origine {task} est inscrite sur la ligne de facture {line}. Cette "
+"tâche ne correspond pas au projet ({project}) inscrit sur la ligne."
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/account_move_line.py:33
+#, python-format
+msgid ""
+"The task {task} is set on the journal item {line}. This task does not match "
+"the project ({project}) set on the line."
+msgstr ""
+"La tâche d'origine {task} est inscrite sur la ligne d'écriture comptable "
+"{line}. Cette tâche ne correspond pas au projet ({project}) inscrit sur la "
+"ligne."
+
+#. module: project_task_analytic_lines
+#: code:addons/project_task_analytic_lines/models/account_invoice_tax.py:26
+#, python-format
+msgid ""
+"The task {task} is set on the tax line {line}. This task does not match the "
+"project ({project}) set on the line."
+msgstr ""
+"La tâche d'origine {task} est inscrite sur la ligne de taxe {line}. Cette "
+"tâche ne correspond pas au projet ({project}) inscrit sur la ligne."
+
+#~ msgid "Account Entry"
+#~ msgstr "Pièce comptable"

project_task_analytic_lines/models/__init__.py

@@ -0,0 +1,7 @@
+# Copyright 2023 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import account_analytic_line
+from . import account_move
+from . import account_move_line
+from . import project_task