odoo/tutorials#1327

Created by Viraj Vasant Hole (vivah)

label

odoo-dev:19.0-project-recognition-sync-vivah

head

f01836ba196ef82b283904816986b52ec9a31e06

[IMP] project: add revenue recognition synchronization from project start date

Purpose

This improvement ensures that revenue recognition entries remain aligned with the project start date.

Previously, when the project start date was modified after revenue recognition entries had already been generated, the accounting recognition dates remained unchanged, creating inconsistencies between project planning and revenue recognition.

Functional Changes

Project Synchronization Check

• Added a synchronization check between:

• Project Start Date

• Related Revenue Recognition Entries

• A warning message is displayed when revenue recognition entries are not aligned with the project start date.

Recognition Sync Action

• Added a project action that allows users to synchronize related revenue recognition entries directly from the project.

• The action opens the existing Revenue Recognition wizard with the project start date prefilled.

Revenue Recognition Update

• Existing revenue recognition entries are updated to match the project start date.
• Wizard-generated recognition entries are automatically regenerated when necessary.
• Original invoice recognition entries are updated while preserving the existing accounting workflow.

Benefits

• Keeps project planning and accounting recognition dates consistent.
• Reduces manual adjustments performed from invoices.
• Improves visibility when recognition entries require synchronization.
• Provides a centralized workflow directly from the project form.

Technical Notes

• Added computed synchronization status and warning message on project.project.
• Added helper methods to retrieve related revenue recognition entries.
• Extended account.automatic.entry.wizard to support project-driven synchronization.
• Added project form view enhancements for synchronization visibility and actions.