sale_project_copy_tasks
Enable sales of templated services to copy predefined tasks into a chosen or newly created project linked to the sale order.
Key Features
- product.template: Adds a service tracking mode that copies tasks into the sale order's project and requires a project template.
- sale.order: Shows the project selector only when copy-task products are on the order and creates the order project from the product's template with analytic account setup and origin message.
- sale.order.line: On confirmation of copy-task service lines, ensures the line is tied to the order project (creating it if missing) before duplicating the template's tasks into it.
- sale.order.line: Copies each template task into the target project with preserved stage, partner, sale order/line linkage, commitment date deadline, and activation.
- product.template views: Displays and enforces the project template field when the copy-task tracking mode is chosen.
- sale.order views: Provides project context on the order form and a per-line project column to manage task copying projects.