[IMP] project_recognition_sync: detect revenue recognition date mismatch#1327
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vivah-odoo wants to merge 1 commit into
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[IMP] project_recognition_sync: detect revenue recognition date mismatch#1327vivah-odoo wants to merge 1 commit into
vivah-odoo wants to merge 1 commit into
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- Add recognition sync fields on project - Retrieve recognition journal entries from invoices - Detect mismatch between project date and recognition dates - Show warning banner on project form
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Summary
This PR introduces the initial implementation of the Project Recognition Sync feature.
The objective is to detect when a project's planned date is no longer aligned with the revenue recognition journal entries generated from invoices related to the project's sale order.
Implemented
Recognition Entry Retrieval
Added a helper method on
project.projectto retrieve revenue recognition journal entries associated with invoices generated from the linked sale order.Recognition Synchronization Detection
Added computed fields:
needs_recognition_syncrecognition_sync_messageThese fields determine whether the project's planned date differs from the recognition dates of the generated journal entries.
Warning Banner
Extended the project form view to display a warning message whenever a mismatch is detected between:
date_start)The warning helps users identify projects that may require revenue recognition adjustments.
Current Flow
Project
→ Sale Order
→ Invoice
→ Revenue Recognition Entries
→ Date Comparison
→ Warning Banner
Notes
This PR only introduces the detection layer and user notification.
The synchronization action and wizard integration will be implemented in a follow-up change.