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[18.0][MIG] fieldservice_sale #1231

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db4bdbc
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
8685ee9
[REN] fsm_location.py
max3903 Dec 20, 2018
08133eb
[FIX] View + icon
max3903 Dec 20, 2018
15771b2
[MIG][WIP][12.0] fieldservice_sale
murtuzasaleh Apr 3, 2019
0601398
[IMP] FSM Sale Update
osi-scampbell Jun 26, 2019
dc67b5b
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
6b1cf91
[FIX] View + icon
max3903 Dec 20, 2018
bd2ed49
[IMP] fieldservice_sale
brian10048 May 11, 2019
943eb2c
[IMP] fieldservice_sale
brian10048 May 13, 2019
78fbfaa
[FIX] fieldservice_sale errors
brian10048 May 22, 2019
010ab4e
Finish migration to v12 (forward port from v11)
hparfr Jul 15, 2019
7ee8b97
[FIX] fieldservice_sale
max3903 Oct 10, 2019
a835987
[IMP] fieldservice_sale: Remove the recurring part
max3903 Oct 16, 2019
f291b2d
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 10, 2019
2afa3ee
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 19, 2019
c17ad5d
Autofill the FS location in Sale Orders
clementmbr Nov 22, 2019
b67a729
Refactor autofill SO's FS location and add tests
clementmbr Nov 26, 2019
1382814
[IMP] fieldservice_sale: Add service policy
brian10048 Nov 14, 2019
e154ed4
[IMP] fieldservice_sale: Link invoices to FS order
brian10048 Nov 22, 2019
f0922f2
[IMP] fieldservice_sale: Merge and reuse fields
max3903 Nov 25, 2019
067f998
[IMP] fieldservice_sale
brian10048 Nov 26, 2019
0af29e2
[FIX] fieldservice_sale
brian10048 Dec 6, 2019
9df21e1
[FIX] fieldservice_sale: Missing the template info
max3903 Dec 10, 2019
19e3c9e
[FIX] fieldservice_sale: Missing location directions
max3903 Dec 10, 2019
2b678d5
[ADD] fieldservice_sale: Migration script to 12.0.2.0.0
max3903 Dec 10, 2019
c85f557
[FIX] fieldservice_sale_recurring
brian10048 Dec 10, 2019
6ae8a13
[IMP] fieldservice_sale
max3903 Dec 22, 2019
d1a0890
[FIX] fieldservice_sale
max3903 Dec 22, 2019
e856f35
[FIX] fieldservice_sale: PEP8 errors
max3903 Dec 22, 2019
99cd255
[FIX] fieldservice_sale
max3903 Dec 19, 2019
bc9bb72
[IMP] fieldservice_sale: Add Validation
brian10048 Dec 31, 2019
b429b99
[FIX] fieldservice_sale: bug fixes
brian10048 Dec 31, 2019
042df96
[FIX] Improved code.
murtuzasaleh Jan 1, 2020
fd28f44
[FIX] fieldservice_sale
brian10048 Jan 6, 2020
f7ddebf
[FIX] fieldservice_sale
max3903 Jan 6, 2020
bc32b0f
[IMP] fieldservice_sale
max3903 Jan 9, 2020
7e84afe
Update fieldservice_sale/models/fsm_order.py
Jan 10, 2020
14e1582
[FIX] fieldservice_sale
brian10048 Jan 16, 2020
4f1140f
[FIX] fieldservice_sale
brian10048 Jan 20, 2020
5204515
[IMP] fieldservice_sale: Add test case
brian10048 Jan 20, 2020
5123adc
[FIX] fieldservice_sale
brian10048 Feb 24, 2020
26f14f1
[FIX] fieldservice_sale: Access rights
max3903 Apr 3, 2020
4c42b53
[FIX] fieldservice_sale
max3903 May 12, 2020
16e4ab7
[IMP] fieldservice_sale: Pricelist on branch
max3903 May 14, 2020
0fe48a4
[FIX] fieldservice_sale: Singleton error
max3903 May 16, 2020
4dc2f74
[IMP] fieldservice_sale: black, isort, prettier
brian10048 Jul 18, 2020
2394061
[MIG] fieldservice_sale: Migration to 13.0
brian10048 Jul 18, 2020
b0ace66
[FIX] fieldservice_sale migration changes
RLeeOSI Oct 5, 2020
da0e550
[FIX] invoice creation from SO
RLeeOSI Oct 7, 2020
0e7acde
[IMP] pre-commit, black
brian10048 Oct 22, 2020
e021fb5
[FIX] Travis
Freni-OSI Apr 15, 2021
db44295
[14.0][MIG] fieldservice_sale
Freni-OSI Apr 15, 2021
4873cd1
fieldservice_sale: remove required tpl in prd view
hparfr Jul 20, 2021
76728ca
[FIX] fieldservice_sale: Restrict views to authorized users
pedrobaeza Jul 28, 2021
730fa1d
Added translation using Weblate (Spanish (Argentina))
ibuioli Oct 3, 2021
0ae80f0
Translated using Weblate (Spanish (Argentina))
ibuioli Oct 4, 2021
0a1d79e
Translated using Weblate (Portuguese (Brazil))
marcos-mendez Dec 8, 2021
0168edf
[14.0][FIX] fieldservice_sale
murtuzasaleh Jan 4, 2022
31e629e
[FIX] fieldservice_sale: adapt access to ir.actions.* records
brian10048 May 6, 2022
0fb8392
[15.0][MIG] fieldservice_sale
Freni-OSI Oct 27, 2022
37cbd4a
Added translation using Weblate (Italian)
mymage Nov 2, 2022
41bf760
Translated using Weblate (Italian)
mymage Nov 2, 2022
9b5c682
Translated using Weblate (Spanish (Argentina))
ibuioli Nov 12, 2022
726b02e
Translated using Weblate (German)
NICO-SOLUTIONS Dec 3, 2022
5251db2
Translated using Weblate (Italian)
francesco-ooops Jan 18, 2023
5f13fd2
[IMP] fieldservice_sale: Simplify FSM creation
brian10048 Feb 21, 2023
e6bcf38
[IMP] fieldservice_sale: Clean up tests
brian10048 Feb 23, 2023
521e1ce
Translated using Weblate (Spanish)
macagua Mar 2, 2023
c26dd50
Translated using Weblate (Spanish (Chile))
macagua Mar 2, 2023
7c05024
Translated using Weblate (Spanish (Argentina))
ibuioli Mar 4, 2023
5a520f4
Translated using Weblate (Italian)
mymage Mar 8, 2023
bfc31b7
Translated using Weblate (Italian)
francesco-ooops Apr 7, 2023
568fbea
[FIX] fieldservice_sale: duplicated sales order doesn't create FSM Order
dalonsod Apr 24, 2023
35a2842
Translated using Weblate (Italian)
mymage May 3, 2023
3fe83a3
[FIX] fieldservice_sale: fsm_location_id is mandatory
yankinmax May 17, 2023
56d09f1
[MIG] fieldservice_sale: Migration to 16.0
epanisset Jan 30, 2023
cda34c8
[UPD] Update fieldservice_sale.pot
Jun 13, 2023
7681555
[UPD] README.rst
OCA-git-bot Jun 13, 2023
e272d8f
Update translation files
weblate Jun 13, 2023
5c9782b
Translated using Weblate (Italian)
mymage Jun 19, 2023
623167c
Translated using Weblate (Spanish (Argentina))
ibuioli Jun 19, 2023
77da0f7
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
876ebbf
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
bd8566b
Translated using Weblate (Spanish)
Ivorra78 Jul 22, 2023
fd6ac32
[UPD] README.rst
OCA-git-bot Sep 3, 2023
3fc30ed
Translated using Weblate (Italian)
mymage Oct 23, 2023
fdaf5eb
[IMP] fieldservice_sale: Allow overrides in _field_service_generation
paradoxxxzero Feb 28, 2023
13567be
[BOT] post-merge updates
OCA-git-bot Dec 13, 2023
2ec2235
[16.0][FIX] fieldservice_sale: Fix sale order line create method
apatyk Feb 21, 2024
22e4b31
[16.0][FIX] Remove module version bump
apatyk Mar 6, 2024
8716540
[BOT] post-merge updates
OCA-git-bot Apr 16, 2024
616c522
Added translation using Weblate (Slovak)
peterdovicovic May 4, 2024
8e5a812
Translated using Weblate (Slovak)
peterdovicovic May 4, 2024
d9ed25b
[IMP] fieldservice_sale: pre-commit auto fixes
santiagordz Jun 17, 2024
9ef73f2
[FIX] fieldservice_sale: Migrate from 17.0
santiagordz Jun 17, 2024
0c67a6f
[UPD] Update fieldservice_sale.pot
Jun 18, 2024
4444dc3
[BOT] post-merge updates
OCA-git-bot Jun 18, 2024
2d91fb0
Update translation files
weblate Jul 7, 2024
c71f1fc
Translated using Weblate (Italian)
mymage Jul 8, 2024
b106a0e
Translated using Weblate (Spanish (Argentina))
ibuioli Sep 16, 2024
f24139e
Translated using Weblate (Italian)
mymage Sep 23, 2024
3ff8980
[MIG] fieldservice_sale: Migration to 18.0
EdgarRetes Oct 16, 2024
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173 changes: 173 additions & 0 deletions fieldservice_sale/README.rst
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=====================
Field Service - Sales
=====================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:ca563aad4ece4d42e82ec040072afdc6476597938236d69442f3f27b9d4452fa
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github
:target: https://github.com/OCA/field-service/tree/18.0/fieldservice_sale
:alt: OCA/field-service
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/field-service-18-0/field-service-18-0-fieldservice_sale
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

The module integrates the Field Service application with the Sales one
and allows you to sell products that generate field service orders.

**Table of contents**

.. contents::
:local:

Installation
============

To install Field Service and have the mapping features, you need to
install GeoEngine.

Please refer to the installation instructions available at:
https://github.com/OCA/geospatial/tree/13.0/base_geoengine

Configuration
=============

Products must be configured properly in order to create field service
orders upon sale order confirmation.

The field service tracking of a product defines how it generates a field
service order if the product is sold via sale order.

To configure a product that generates a unique field service order on
each sale order line:

- Go to Sales > Catalog > Products
- Create or select a product
- Set the Field Service Tracking to 'One FSM Order per Sale Order Line'
- Select the FSM Order Template that will be used for creating FSM
Orders when a Sale Order is confirmed with this product

To configure a product that generates a unique field service order for
an individual sale order:

- Go to Sales > Catalog > Products
- Create or select a product
- Set the Field Service Tracking to 'One FSM Order per Sale Order'
- Select the FSM Order Template that will be used for creating FSM
Orders when a Sale Order is confirmed with this product

To setup a sales territory:

- Go to Field Service > Master Data > Locations
- Create or select a location
- Go to the Sales tab and select the sales territory

Usage
=====

- Go to Sales

- Create a new Quotation/Sale Order

- Set the FSM Location to be used

- On a Sale Order Line, select a product configured for field service
orders

- Confirm the Sale Order

- Field Service orders linked to SO lines are created

- | When a Field Service order is completed, the quantity delivered for
its
| linked sale order line will be updated to the quantity ordered,
indicating this line is ready for invoicing.

Known issues / Roadmap
======================

- Provide a mapping between an address and the branch and use it to set
the pricelist of a new partner

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators

Contributors
------------

- Open Source Integrators <https://opensourceintegrators.com>

- Steve Campbell <[email protected]>
- Maxime Chambreuil <[email protected]>
- Wolfgang Hall <[email protected]>
- Raphael Lee <[email protected]>

- Serpent Consulting Services Pvt. Ltd. <[email protected]>
- Brian McMaster <[email protected]>
- Rapha??l Reverdy <[email protected]>
- Cl??ment Mombereau <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Stefan Ungureanu

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-wolfhall| image:: https://github.com/wolfhall.png?size=40px
:target: https://github.com/wolfhall
:alt: wolfhall
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
.. |maintainer-brian10048| image:: https://github.com/brian10048.png?size=40px
:target: https://github.com/brian10048
:alt: brian10048

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-wolfhall| |maintainer-max3903| |maintainer-brian10048|

This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/18.0/fieldservice_sale>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions fieldservice_sale/__init__.py
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# Copyright (C) 2018 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
31 changes: 31 additions & 0 deletions fieldservice_sale/__manifest__.py
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# Copyright (C) 2018 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Field Service - Sales",
"version": "18.0.1.0.0",
"summary": "Sell field services.",
"category": "Field Service",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/field-service",
"depends": [
"fieldservice",
"sale_management",
"fieldservice_account",
],
"data": [
"security/ir.model.access.csv",
"security/res_groups.xml",
"views/fsm_location.xml",
"views/fsm_order.xml",
"views/product_template.xml",
"views/sale_order.xml",
],
"license": "AGPL-3",
"development_status": "Beta",
"maintainers": [
"wolfhall",
"max3903",
"brian10048",
],
"installable": True,
}
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