19.0 vanilla

odoo-bringout-oca-ocb-sale_project/sale_project/wizard/__init__.py

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+from . import project_template_create_wizard

odoo-bringout-oca-ocb-sale_project/sale_project/wizard/project_template_create_wizard.py

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+from odoo import api, Command, fields, models
+
+
+class ProjectTemplateCreateWizard(models.TransientModel):
+    _inherit = 'project.template.create.wizard'
+
+    partner_id = fields.Many2one("res.partner")
+    allow_billable = fields.Boolean(related="template_id.allow_billable")
+    role_to_users_ids = fields.One2many(compute="_compute_role_to_users_ids", readonly=False, store=True)
+
+    @api.depends("template_id")
+    def _compute_role_to_users_ids(self):
+        for wizard in self:
+            wizard.role_to_users_ids = (
+                [Command.clear()] +
+                [
+                    Command.create({
+                        'role_id': role.id,
+                        'user_ids': [Command.clear()],
+                    })
+                    for role in wizard.template_id.task_ids.role_ids
+                ]
+                if wizard.template_id else [Command.clear()]
+            )
+
+    def _get_template_whitelist_fields(self):
+        res = super()._get_template_whitelist_fields()
+        if self.allow_billable:
+            res.append("partner_id")
+        return res
+
+    @api.model
+    def action_open_template_view(self):
+        action = super().action_open_template_view()
+        if self.env.context.get("from_sale_order_action"):
+            context = dict(action.get("context", {}))
+            context.update({
+                "default_partner_id": self.env.context.get("default_partner_id"),
+                "default_reinvoiced_sale_order_id": self.env.context.get("default_reinvoiced_sale_order_id"),
+                "default_sale_line_id": self.env.context.get("default_sale_line_id"),
+            })
+            action["context"] = context
+        return action
+
+    def action_create_project_from_so(self):
+        """Create a project either from template or directly if no template is set."""
+        self.ensure_one()
+        if self.template_id:
+            project = self._create_project_from_template()
+        else:
+            sale_order = self.env['sale.order'].browse(self.env.context.get("default_sale_order_id"))
+            so_line = sale_order.order_line[:1]
+            product = so_line.product_id
+            values = {
+                'partner_id': sale_order.partner_id.id,
+                'company_id': sale_order.company_id.id,
+            }
+            if len(sale_order.order_line) == 1:
+                values['name'] = (
+                    f"{sale_order.name} - [{product.default_code}] {product.name}"
+                    if product.default_code
+                    else f"{sale_order.name} - {product.name}"
+                )
+            else:
+                values['name'] = sale_order.name
+            project = self.env['project.project'].create(values)
+        return project.action_view_tasks()

odoo-bringout-oca-ocb-sale_project/sale_project/wizard/project_template_create_wizard.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <record id="project_project_view_form_simplified_template" model="ir.ui.view">
+        <field name="name">project.project.create.wizard.form</field>
+        <field name="model">project.template.create.wizard</field>
+        <field name="inherit_id" ref="project.project_project_view_form_simplified_template"/>
+        <field name="arch" type="xml">
+            <field name="date_start" position="before">
+                <field
+                    name="partner_id"
+                    string="Customer"
+                    invisible="not allow_billable"
+                    placeholder="Select who to bill..."
+                    widget="res_partner_many2one"
+                    options="{'no_create_edit': True, 'no_open': True}"
+                />
+            </field>
+        </field>
+    </record>
+
+    <record id="sale_project_view_form_simplified_template" model="ir.ui.view">
+        <field name="name">sale.project.create.wizard.form</field>
+        <field name="model">project.template.create.wizard</field>
+        <field name="inherit_id" ref="project.project_project_view_form_simplified_template"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <field name="partner_id" position="replace"/>
+            <xpath expr="//div[hasclass('oe_title')]" position="replace"/>
+            <xpath expr="//label[@for='alias_name']" position="replace"/>
+            <xpath expr="//group/group/div[field[@name='alias_name']]" position="replace"/>
+            <field name="date_start" position="before">
+                <field
+                    name="template_id"
+                    string="Project Template"
+                    placeholder="New project"
+                    domain="[('is_template', '=', True)]"
+                    context="{'default_is_template': True}"
+                />
+            </field>
+            <xpath expr="//field[@name='date_start']" position="attributes">
+                <attribute name="invisible">not template_id</attribute>
+            </xpath>
+            <xpath expr="//form/footer/button[@name='create_project_from_template']" position="attributes">
+                <attribute name="name">action_create_project_from_so</attribute>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>