Odoo 19 Custom Sync Tasks

Замовник: AI | Опубліковано: 30.01.2026

My Odoo 19 Enterprise instance on odoo.sh needs three focused improvements that tighten integration between Project, Calendar, Documents and Sales. • Project ↔ Calendar bi-directional sync Whenever I assign a Project Task to a user and give it a start date/time, it must appear in that user’s Calendar as a meeting; any later changes made from either side should immediately update the other. Standard reminders, attendees and description fields have to stay in step. • Documents module prioritised custom storage The key requirement here is a custom synchronisation: every file attached to a Project Task should be saved in Documents under Projects / <Project Name> / <Task Name> (organisation strictly “By Task Name” as selected). The link has to remain active so that opening the attachment from the task shows the same file in Documents and vice-versa. Existing access rights and chatter links must be preserved. • Quotation template enhancement In the Sales app I need a rich-text “Scope of Work” field added to the order form. When I create a quotation or proposal PDF, this field has to render above the products & services table, keeping the current layout intact. A QWeb template edit is acceptable so long as it remains compatible with future Studio tweaks. Acceptance is simple: I will test by creating a task with an attachment and a scheduled date, verify the Calendar meeting, confirm the document path, then print a quotation to ensure the new RTF block appears correctly. If those steps work smoothly, we’re done.