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[17.0][ADD] stock_report_partner_ref: add customer reference to picking reports#492

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[17.0][ADD] stock_report_partner_ref: add customer reference to picking reports#492
atgalvez08 wants to merge 1 commit into
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BinhexTeam:17.0-add-stock_report_partner_ref

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@atgalvez08

@atgalvez08 atgalvez08 commented Apr 14, 2026

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@BinhexTeam

This module extends stock picking reports to display the customer reference (partner.ref).

Motivation

In many logistics workflows, the partner reference is a key identifier used by customers, suppliers, and external systems (e.g. EDI or retail platforms).

Standard Odoo stock reports (delivery slip and picking operations) do not include this reference, which can complicate customer identification and require manual cross-checking during warehouse operations.

Features

  • Adds the customer reference to:
    • Delivery Slip (stock.report_delivery_document)
    • Picking Operations (stock.report_picking)
  • Uses a simple fallback logic:
    • picking.partner_id.ref
    • picking.partner_id.commercial_partner_id.ref

Design

  • No changes to data models
  • No impact on existing workflows
  • Lightweight QWeb inheritance
  • Logic kept intentionally minimal and aligned with standard Odoo behavior

Use cases

  • EDI integrations requiring customer codes
  • Retail and distribution environments
  • Warehouses where customer reference is needed in printed documents

Future improvements

  • Optional configuration to enable/disable display
  • Extension to additional stock reports

@OCA-git-bot OCA-git-bot added mod:stock_report_partner_ref Module stock_report_partner_ref series:17.0 labels Apr 14, 2026
@atgalvez08 atgalvez08 force-pushed the 17.0-add-stock_report_partner_ref branch from 84bc034 to 2f8b7a9 Compare April 14, 2026 09:06
@atgalvez08 atgalvez08 changed the title [ADD] stock_report_partner_ref: add customer reference to picking reports [17.0][ADD] stock_report_partner_ref: add customer reference to picking reports Apr 14, 2026
@atgalvez08 atgalvez08 marked this pull request as ready for review April 14, 2026 09:27

@rrebollo rrebollo left a comment

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Code Review: Great work! The code looks good to me (LGTM). Thank you for your contribution! I've provided a few suggestions for your consideration—feel free to address them as you see fit.

I think having the option to enable or disable this behavior at the stock.picking.type level would be a plus.

Comment thread stock_report_partner_ref/tests/test_stock_report_partner_ref.py Outdated
Add customer reference to picking reports.
Display partner.ref in delivery and picking
reports using QWeb inheritance.
@atgalvez08 atgalvez08 force-pushed the 17.0-add-stock_report_partner_ref branch from 2f8b7a9 to 643c04d Compare April 14, 2026 12:14
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3 participants