Metadata-Version: 2.1
Name: odoo-addon-sale_project_task_description_template
Version: 18.0.1.0.0.7
Requires-Python: >=3.10
Requires-Dist: odoo-addon-project_task_description_template==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Apply task description templates from products to tasks, with optional sale info
Home-page: https://github.com/OCA/project
License: LGPL-3
Author: NICO SOLUTIONS - ENGINEERING & IT, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

======================================
Sale Project Task Description Template
======================================

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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.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module:

- Create a Task Description Template

  - Go to Project → Configuration → Task Description Templates.
  - Define a template with a name and description.

- Assign the Template to a Product.

  - Open a Product and set it as a Service.
  - Ensure that Service Tracking is set to Task or Project & Task.
  - Set the Task Description Template field.
  - Optionally, enable the Include Sale Line Info in Task checkbox to
    add product and quantity information above the template in generated
    tasks.

- Create a Sale Order

  - Add the product(s) with assigned templates to a sales order.
  - Confirm the order.

- Generated Project Tasks

  - The tasks created from the sales order lines will automatically
    include the description from the assigned template.
  - If enabled, the sales line info (product and quantity) will appear
    above the template in the task description.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/project/issues/new?body=module:%20sale_project_task_description_template%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* NICO SOLUTIONS - ENGINEERING & IT

Contributors
------------

- Nils Coenen <nils.coenen@nico-solutions.de>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-NICO-SOLUTIONS| image:: https://github.com/NICO-SOLUTIONS.png?size=40px
    :target: https://github.com/NICO-SOLUTIONS
    :alt: NICO-SOLUTIONS

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-NICO-SOLUTIONS| 

This module is part of the `OCA/project <https://github.com/OCA/project/tree/18.0/sale_project_task_description_template>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
