add project_task_analytic_account_sync

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Luis 2026-06-16 10:56:18 +02:00
parent 5247938b86
commit 0f2c8c0565
9 changed files with 203 additions and 0 deletions

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# Project Task Analytic Account Sync
This module forces the analytic account of every project task to always be the same as the one defined on its project. It removes the possibility of manual divergences introduced by the `is_analytic_account_id_changed` flag in Odoo core.
## Behavior
- **Task creation**: When a task is created and assigned to a project, its `analytic_account_id` is set to the project's analytic account.
- **Project change**: When a task is moved to another project, its analytic account is updated to the new project's account.
- **Project analytic account change**: When a project's analytic account is modified, the change is propagated to **all** existing tasks (active and archived).
- **Manual override ignored**: Writing a different analytic account directly on a task is immediately reverted.
- **Analytic account auto-creation**: When Odoo auto-creates a project analytic account, the existing tasks are synchronized.
## Usage
No user action is required. The synchronization is transparent and enforced server-side.
## Technical notes
- The `analytic_account_id` field on `project.task` is kept as a computed stored field but the compute is overridden to always ignore `is_analytic_account_id_changed`.
- `project.project.write` detects changes in `analytic_account_id` and propagates them in batch.
- `project.task.write` detects changes in `project_id` or `analytic_account_id` and corrects the value immediately.
- The task form view makes the analytic account field readonly to avoid confusion.

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from . import models

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# Copyright 2026 Criptomart
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Project Task Analytic Account Sync",
"version": "16.0.1.0.0",
"category": "Project",
"license": "AGPL-3",
"summary": "Synchronize project task analytic accounts strictly with their project",
"author": "Criptomart",
"website": "https://github.com/criptomart/odoo-addons",
"depends": ["project"],
"data": [
"views/project_task_views.xml",
],
"installable": True,
"application": False,
"auto_install": False,
"sequence": 99,
}

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from . import project_project
from . import project_task

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# Copyright 2026 Criptomart
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import models
class ProjectProject(models.Model):
_inherit = "project.project"
def write(self, vals):
res = super().write(vals)
if "analytic_account_id" in vals:
self.env["project.task"].with_context(active_test=False).search(
[("project_id", "in", self.ids)]
).write({"analytic_account_id": vals["analytic_account_id"]})
return res
# No need to override _create_analytic_account: the core method already
# calls project.write({'analytic_account_id': ...}) which triggers our
# write() override above and propagates the account to all tasks.

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# Copyright 2026 Criptomart
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import api, models
class ProjectTask(models.Model):
_inherit = "project.task"
@api.depends("project_id.analytic_account_id")
def _compute_analytic_account_id(self):
super()._compute_analytic_account_id()
for task in self:
expected = (
task.project_id.analytic_account_id if task.project_id else False
)
if task.analytic_account_id != expected:
task.analytic_account_id = expected
def write(self, vals):
if "project_id" in vals and "analytic_account_id" not in vals:
# Project changed: force the correct account from the new project
new_project = self.env["project.project"].browse(vals["project_id"])
vals["analytic_account_id"] = (
new_project.analytic_account_id.id if new_project else False
)
elif "analytic_account_id" in vals and "project_id" not in vals:
# Validate provided account against the current project
for task in self:
expected = (
task.project_id.analytic_account_id.id if task.project_id else False
)
if vals["analytic_account_id"] != expected:
vals["analytic_account_id"] = expected
break
elif "project_id" in vals and "analytic_account_id" in vals:
# Both changed: force account from the new project
new_project = self.env["project.project"].browse(vals["project_id"])
vals["analytic_account_id"] = (
new_project.analytic_account_id.id if new_project else False
)
return super().write(vals)

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from . import test_project_task_analytic_account_sync

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# Copyright 2026 Criptomart
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo.tests.common import TransactionCase
class TestProjectTaskAnalyticAccountSync(TransactionCase):
def setUp(self):
super().setUp()
self.AnalyticAccount = self.env["account.analytic.account"]
self.Project = self.env["project.project"]
self.Task = self.env["project.task"]
self.plan = self.env["account.analytic.plan"].create(
{"name": "Test Plan", "company_id": self.env.company.id}
)
self.analytic_1 = self.AnalyticAccount.create(
{"name": "Analytic Account 1", "plan_id": self.plan.id}
)
self.analytic_2 = self.AnalyticAccount.create(
{"name": "Analytic Account 2", "plan_id": self.plan.id}
)
self.project_a = self.Project.create(
{
"name": "Project A",
"analytic_account_id": self.analytic_1.id,
}
)
self.project_b = self.Project.create(
{
"name": "Project B",
"analytic_account_id": self.analytic_2.id,
}
)
def test_task_sync_on_create(self):
"""RF-03: a new task must adopt the project's analytic account."""
task = self.Task.create(
{
"name": "Test Task",
"project_id": self.project_a.id,
}
)
self.assertEqual(task.analytic_account_id, self.analytic_1)
def test_task_sync_on_project_change(self):
"""RF-04: moving a task to another project updates its analytic account."""
task = self.Task.create(
{
"name": "Test Task",
"project_id": self.project_a.id,
}
)
self.assertEqual(task.analytic_account_id, self.analytic_1)
task.write({"project_id": self.project_b.id})
self.assertEqual(task.analytic_account_id, self.analytic_2)
def test_task_sync_on_project_analytic_change(self):
"""RF-02: changing the project's analytic account propagates to tasks."""
task = self.Task.create(
{
"name": "Test Task",
"project_id": self.project_a.id,
}
)
self.assertEqual(task.analytic_account_id, self.analytic_1)
self.project_a.write({"analytic_account_id": self.analytic_2.id})
self.assertEqual(task.analytic_account_id, self.analytic_2)
def test_task_sync_overrides_manual_change(self):
"""RF-01: a manual change on the task must be reverted immediately."""
task = self.Task.create(
{
"name": "Test Task",
"project_id": self.project_a.id,
}
)
self.assertEqual(task.analytic_account_id, self.analytic_1)
task.write({"analytic_account_id": self.analytic_2.id})
self.assertEqual(task.analytic_account_id, self.analytic_1)

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_task_form2_inherit_analytic_sync" model="ir.ui.view">
<field name="name">project.task.form.analytic.sync</field>
<field name="model">project.task</field>
<field name="inherit_id" ref="project.view_task_form2"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='analytic_account_id']" position="attributes">
<attribute name="readonly">1</attribute>
</xpath>
</field>
</record>
</odoo>