Features

• New boolean Auto Create Sale Tasks on res.company, exposed in Settings → Sales → Quotations & Orders, controlling the default behaviour for all sale orders of that company.
• Matching boolean on sale.order, initialised from the company setting via an onchange on company_id and shown next to the payment terms on the order form.
• Override of sale.order.line._timesheet_service_generation:
  • if the context flag create_tasks=True is passed, all lines in self go through the standard generator;
  • otherwise the override filters lines so only those whose order has sale_create_taks_auto=True trigger task creation.
• New action sale.order.action_generate_tasks iterating over order.order_line, calling _timesheet_service_generation with create_tasks=True only on lines that do not yet have a task_id; with_company is used so multi-company orders keep the right project context.
• New Generate Tasks button on the sale order form, placed next to Set to Draft, visible only when Auto Create Sale Tasks is off — turning the action into a one-click manual fallback.
• All sudo() and company switching is handled inside the action so salespeople without full project access can still trigger task creation on their own orders.

Configuration

1. Company default

1. Go to Settings → Sales → Quotations & Orders.
2. Locate the Auto Create Sale Tasks setting.
3. Tick it to keep the standard Odoo behaviour (tasks created automatically when a sale order with service lines is confirmed).
4. Leave it unticked to switch the company to manual mode — sale orders will not generate tasks until the user clicks Generate Tasks on each order.
5. Click Save.

2. Per-order override

1. Open any quotation or sale order in Sales → Orders → Quotations / Orders.
2. Next to the Payment Terms field, the Auto Create Sale Tasks checkbox is shown. It is filled from the company default via the onchange on Company, but you can override it per order:
   • On — tasks are created automatically on confirmation.
   • Off — no tasks are created until Generate Tasks is clicked.

3. Prerequisites

• The module depends on sale_project. Make sure the service products used on your orders have Product Type = Service and Service Tracking = Task in Project (or Project & Task) — the standard _timesheet_service_generation only acts on these lines.
• The default project on each service product (or on the order) must be set so tasks can be created in the right place.

4. Access rights

No new access rights are introduced. Standard Sales / Project groups remain in charge. The Generate Tasks button runs through sudo() and with_company() so users with Sales access but limited Project rights can still trigger creation.

To install this module, you need to:

• clone the branch 14.0 of the repository https://github.com/NextERP-Romania/odoo-community
• add the path to this repository in your configuration (addons-path)
• update the module list
• search for "NextERP - Auto Create Sale Tasks" in your addons
• install the module

How it works

Automatic mode

When Auto Create Sale Tasks is ticked (either at company level or on the specific order), the behaviour matches stock Odoo:

1. The user confirms a sale order containing service lines flagged as Task in Project.
2. _timesheet_service_generation runs as usual and creates one task per qualifying SO line.
3. The Generate Tasks button is hidden — there is nothing to trigger manually.

Manual mode

When the flag is off (company default or per-order override):

1. The user confirms the sale order. No tasks are created — the override on _timesheet_service_generation filters the order out because sale_create_taks_auto is False on the order.
2. The Generate Tasks button (red primary button next to Set to Draft) becomes visible. The user clicks it whenever the tasks should actually exist (after staffing decisions, billing confirmation, kick-off meeting, etc.).
3. action_generate_tasks iterates over order.order_line and, for every line that does not already have a task_id, calls _timesheet_service_generation with the create_tasks=True context. This forces the override to bypass the filter and create the task.
4. The button is safe to click multiple times: lines that already have a task_id are skipped, so it can also be used to catch up on later additions to the order.

Mixed orders

The flag applies to the whole sale order, but the standard generator already filters out non-service lines and lines that do not require a task. Mixed orders (services + goods) only generate tasks for the service lines, just like the original behaviour.

Switching mode mid-flight

• Changing the company default does not retroactively update existing orders; the value is copied to each order at creation through the onchange. To enable / disable for an existing order, edit the Auto Create Sale Tasks field directly on the order form.
• Switching from manual to automatic on an existing order does not re-fire _timesheet_service_generation. Click Generate Tasks (or temporarily switch the order to manual and click) to create the missing tasks.

Versions

19.0.1.0.1 (2026-05-25)

• Changelog tracking starts at this release.