[RFC] fieldservice_activity

[max3903]

Depends on fieldservice
License: AGPL-3

On the Field Service order, the instructions allow you to enter the different tasks or activities that need to be performed as un-structured content.

This module allows you to define activity on a template/order, define whether the activity is required or not and a reference. Once an activity is completed, the date and person are stored.

All the required activities needs to be completed to complete the FSM order.

Configuration

• Go to Field Service > Configuration > Settings
• Activate the FSM Order Templates if you don't want to keep creating the same activities

Usage

Templates

• Go to Field Service > Master Data > Templates
• Create or select a template
• Go to the Activities tab to add activities
• Set their name, whether they are required or not and a reference (i.e a URL)

Orders

• Go to Field Service > Operations > All Orders
• Create or select an order
• Select a template to copy the activities from that template
• Create additional activities if necessary
• Complete them when they are done or cancel them
• Complete the order

Technical Specifications

fieldservice

res.config.settings

• Add a boolean field "Manage Activities" (module_fieldservice_activity)

fieldservice_activity

fsm.activity

• Add the object
• Sort the records using the sequence field
• Add a required char field "Name"
• Add a boolean field "Required" (required). Default value is False.
• Add an integer field "Sequence" (sequence). Use the "handle" widget when displaying the field in a list view.
• Add a boolean field "Completed" (completed). Default value is False.
• Add a datetime field "Completed on" (completed_on)
• Add a char field "Completed on" (completed_by)
• Add a char field (ref)
• Add a many2one field "FSM Order" (fsm_order_id) to fsm.order.
• Add a many2one field "FSM Template" (fsm_template_id) to fsm.template.
• Set all fields as read-only if completed = True.
• Add a method action_done to set:

• completed = True
• completed_on = now
• completed_by = self.env.user.name

fsm.template

• Add a one2many field "Activities" (activity_ids) to fsm.activity using fsm_template_id.

fsm.order

• Add a one2many field "Activities" (activity_ids) to fsm.activity using fsm_order_id.
• Show the completed_on and completed_by fields if completed is true.
• Extend _onchange_template_id to copy the activities from the template to the fsm order.
• Extend the action_complete method to check that all the required activities are completed. Raise an error message otherwise: "You need to complete all the required activities to complete this order!"

User Interface

FSM Template

FSM Order with Activities

FSM Order with Completed Activities

[brian10048]

@max3903 Looks like a good start to me and that you have a good bit of the work already done based on those screenshots!

What are your thoughts on adding a response type and response value field to activities? Similar to a quality control point in MRP app. For example, a pass/fail response, a numeric response within a range of values, a text response, or a pre-defined list of responses from which the user would choose at the time of activity completion.

[max3903]

Ping @wolfhall