Metadata-Version: 2.1
Name: odoo-addon-project_task_customer_ref
Version: 19.0.1.0.0.2
Requires-Dist: odoo==19.0.*
Summary: Adds Order Customer Reference to tasks, syncs it to the linked sale order, and exposes it on website webforms.
Home-page: https://github.com/OCA/project
License: LGPL-3
Author: ForgeFlow, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

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===============================
Project Task Customer Reference
===============================

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Adds an **Order Customer Reference** field (``customer_reference``) to
``project.task`` so that customer PO/requisition numbers are visible on
tasks, capturable via website webforms, and kept in sync with the linked
sale order.

Features:

- **Task field**: ``customer_reference`` (Char, not copied on
  duplication) is added to the task form view and list view (hidden by
  default, toggleable via the optional-columns menu).
- **Auto-populated from sale order**: when a task is created
  automatically from a confirmed sale order (service lines with
  ``service_tracking``), the task inherits the SO's ``client_order_ref``
  as its ``customer_reference``.
- **Propagation back to sale order**: when ``customer_reference`` is set
  or updated on a task, it is written to ``client_order_ref`` on the
  linked sale order — but only if that field is currently empty,
  preventing unintended overwrites.
- **Website webform support**: the field is whitelisted for the website
  form builder so it appears in the field picker when configuring a
  webform that creates ``project.task`` records.

**Table of contents**

.. contents::
   :local:

Configuration
=============

After installing the module, open the Website form builder and add a
text input mapped to **Order Customer Reference**
(``customer_reference``) to allow customers to supply their PO number
when submitting a request.

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:%20project_task_customer_ref%0Aversion:%2019.0%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
-------

* ForgeFlow

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

- Jasmin Solanki <jasmin.solanki@forgeflow.com>

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

This module is maintained by the OCA.

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   :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.

This module is part of the `OCA/project <https://github.com/OCA/project/tree/19.0/project_task_customer_ref>`_ project on GitHub.

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