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Module: RanD

Module: RanD

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name RanD
Version 18.0.0.0
Source Path D:\github_repos\05_samai_business_environment\RanD
Manifest D:\github_repos\05_samai_business_environment\RanD\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\RanD\
Online URL https://sme.ec/documentation/modules/rand
Status Active
Last Verified 2025-01-26

Quick Summary

RanD (Total Lifts Project) is a custom module that adds an "R and D Project" flag to projects and provides an Excel export feature for R&D projects. It exports project data including purchases, vendor bills, and invoices to an XLS file for reporting purposes. Originally developed for Total Lifts to track R&D project financials.

Dependencies

Odoo Module Dependencies

  • project - Odoo project management
  • web - Odoo web client

Python Libraries Required

  • xlwt - Excel writing (included in Odoo via odoo.tools.misc)

For End Users (What Can This Do For Me?)

  • Mark projects as "R and D" for special tracking
  • Export R&D projects to Excel with one click
  • See project financials including bills, purchases, and invoices
  • Generate reports for R&D tax credit documentation

For Developers (Technical Reference)

Component Count Details
Models 1 project.project (inherit)
Controllers 1 Excel export endpoint
Views 2 Project form, list button
JS Files 1 List controller patch for export button
Security Rules 0 Uses inherited permissions

Key Files:
- models/rand_project.py - Adds x_RandD boolean field
- controllers/controllers.py - XLS export endpoint
- static/src/js/web_export_view.js - Export button in list view

Agent Instructions

When to Use This Knowledge

  • User asks about: R&D projects, project export, Total Lifts
  • User wants to: export project data, track R&D projects
  • User mentions: RanD module, R and D, project Excel export
  • /cto-developer - For customization or bug fixes

Delegate To

  • /cto-developer - For implementation changes

Cross-References

  • Parent Module: None (TLS custom module)
  • project - Core project module this extends
  • tls_biz - Other TLS custom modules

Known Gotchas (Painfully Learned)

  1. Custom Fields Referenced - Export references account_vendor_id1, account_inv_id1, purchase_project_ids, job_custom - these may require other modules
  2. XLS Limitation - Export limited to 65,535 rows (Excel 97-2003 format)
  3. Only R&D Projects - Export only includes projects where x_RandD = True
  4. Button Only on project.project - Export button only appears in project list view

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py
  • [x] Dependencies list is current
  • [x] Model count matches reality
  • [x] Controller count matches reality
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid
  • [x] Known gotchas are still relevant

Last Verification: 2025-01-26 by CTO Module Docs Agent

Change History

Date Change By
2025-01-26 Initial creation CTO Module Docs Agent
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