Purpose

Allow project managers to define a default pricelist on each project so that any Sales Order created from that project (or from one of its tasks) automatically uses the correct pricelist. This avoids manual selection mistakes and keeps pricing consistent.

Key Features

• New field on projects: Pricelist (project.project.pricelist_id).
• Project Sales Orders action injects default_pricelist_id so new quotations are prefilled with the project’s pricelist.
• When opening a quotation form from a project or task, sale.order.default_get proposes the project’s pricelist before save.
• Server-side safety: during sale.order.create, if a Sales Order is created from a project/task and no pricelist is provided, the project’s pricelist is applied.
• Explicit pricelist chosen by the user or provided via context is never overridden.

UI/Views

• Project form (simplified): displays the Pricelist field in the settings section.
• Project edit view inherited from sale_project: shows the Pricelist on the Settings page (visible when the project is billable and not a template).

Compatibility

• Odoo 19.

Dependencies

• sale_project (Project ↔ Sales integration).

Installation

1. Ensure your addons_path includes this module’s directory.
2. Install the module:

./odoo/odoo-bin -c odoo18.conf -d o19_playground -i deltatech_project_price_list --stop-after-init

Usage

1. Open a Project and set the Pricelist field.
2. Create a quotation from the project’s Sales Orders smart button, or from a task in that project.
3. The quotation’s Pricelist will be prefilled with the project’s pricelist and pricing will follow it.

Tests

Automated tests cover:

• Action context injection (default_pricelist_id) from the project.
• sale.order.create applying the project pricelist (project/task flows).
• default_get proposing the project pricelist when opening the SO form from project/task.
• Respect of an explicit pricelist provided by the user/context.

Run tests (on a disposable DB):

./odoo/odoo-bin -c odoo18.conf -d o19_test -i deltatech_project_price_list --test-tags=deltatech_project_price_list --stop-after-init

License

LGPL-3.

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