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[17.0][MIG] fieldservice_sale #1195

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f1fed97
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
bcd48fc
[REN] fsm_location.py
max3903 Dec 20, 2018
9e9396c
[FIX] View + icon
max3903 Dec 20, 2018
807a2f8
[MIG][WIP][12.0] fieldservice_sale
murtuzasaleh Apr 3, 2019
ca65deb
[IMP] FSM Sale Update
osi-scampbell Jun 26, 2019
1d81d54
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
790cc8f
[FIX] View + icon
max3903 Dec 20, 2018
bf4b463
[IMP] fieldservice_sale
brian10048 May 11, 2019
39670cf
[IMP] fieldservice_sale
brian10048 May 13, 2019
ab0dc8b
[FIX] fieldservice_sale errors
brian10048 May 22, 2019
8cd85cc
Finish migration to v12 (forward port from v11)
hparfr Jul 15, 2019
57653cf
[FIX] fieldservice_sale
max3903 Oct 10, 2019
004331e
[IMP] fieldservice_sale: Remove the recurring part
max3903 Oct 16, 2019
eacd34a
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 10, 2019
2a45315
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 19, 2019
4804ddf
Autofill the FS location in Sale Orders
clementmbr Nov 22, 2019
5936c4a
Refactor autofill SO's FS location and add tests
clementmbr Nov 26, 2019
8319ff0
[IMP] fieldservice_sale: Add service policy
brian10048 Nov 14, 2019
fbf79f7
[IMP] fieldservice_sale: Link invoices to FS order
brian10048 Nov 22, 2019
df5f0b7
[IMP] fieldservice_sale: Merge and reuse fields
max3903 Nov 25, 2019
de4d1ab
[IMP] fieldservice_sale
brian10048 Nov 26, 2019
b243492
[FIX] fieldservice_sale
brian10048 Dec 6, 2019
bdf28de
[FIX] fieldservice_sale: Missing the template info
max3903 Dec 10, 2019
9d3ca57
[FIX] fieldservice_sale: Missing location directions
max3903 Dec 10, 2019
ddcbd94
[ADD] fieldservice_sale: Migration script to 12.0.2.0.0
max3903 Dec 10, 2019
da847bd
[FIX] fieldservice_sale_recurring
brian10048 Dec 10, 2019
593d652
[IMP] fieldservice_sale
max3903 Dec 22, 2019
a68c587
[FIX] fieldservice_sale
max3903 Dec 22, 2019
a6ace47
[FIX] fieldservice_sale: PEP8 errors
max3903 Dec 22, 2019
f6c58e7
[FIX] fieldservice_sale
max3903 Dec 19, 2019
7f4881e
[IMP] fieldservice_sale: Add Validation
brian10048 Dec 31, 2019
0a0b693
[FIX] fieldservice_sale: bug fixes
brian10048 Dec 31, 2019
6d27b23
[FIX] Improved code.
murtuzasaleh Jan 1, 2020
e0f08d7
[FIX] fieldservice_sale
brian10048 Jan 6, 2020
311ad5a
[FIX] fieldservice_sale
max3903 Jan 6, 2020
0389bdb
[IMP] fieldservice_sale
max3903 Jan 9, 2020
68f9416
Update fieldservice_sale/models/fsm_order.py
Jan 10, 2020
7f29186
[FIX] fieldservice_sale
brian10048 Jan 16, 2020
d2821ab
[FIX] fieldservice_sale
brian10048 Jan 20, 2020
321bbd9
[IMP] fieldservice_sale: Add test case
brian10048 Jan 20, 2020
bdc4f6e
[FIX] fieldservice_sale
brian10048 Feb 24, 2020
3817855
[FIX] fieldservice_sale: Access rights
max3903 Apr 3, 2020
b34e5bb
[FIX] fieldservice_sale
max3903 May 12, 2020
761f256
[IMP] fieldservice_sale: Pricelist on branch
max3903 May 14, 2020
0af088e
[FIX] fieldservice_sale: Singleton error
max3903 May 16, 2020
c2e4e63
[IMP] fieldservice_sale: black, isort, prettier
brian10048 Jul 18, 2020
ba9df7c
[MIG] fieldservice_sale: Migration to 13.0
brian10048 Jul 18, 2020
76948d2
[FIX] fieldservice_sale migration changes
RLeeOSI Oct 5, 2020
f5ea427
[FIX] invoice creation from SO
RLeeOSI Oct 7, 2020
18b72b7
[IMP] pre-commit, black
brian10048 Oct 22, 2020
25e3047
[FIX] Travis
Freni-OSI Apr 15, 2021
a943a7d
[14.0][MIG] fieldservice_sale
Freni-OSI Apr 15, 2021
3724d30
fieldservice_sale: remove required tpl in prd view
hparfr Jul 20, 2021
6474140
[FIX] fieldservice_sale: Restrict views to authorized users
pedrobaeza Jul 28, 2021
41c8748
Added translation using Weblate (Spanish (Argentina))
ibuioli Oct 3, 2021
118c050
Translated using Weblate (Spanish (Argentina))
ibuioli Oct 4, 2021
58bb0fd
Translated using Weblate (Portuguese (Brazil))
marcos-mendez Dec 8, 2021
010a611
[14.0][FIX] fieldservice_sale
murtuzasaleh Jan 4, 2022
1d659be
[FIX] fieldservice_sale: adapt access to ir.actions.* records
brian10048 May 6, 2022
da558d1
[15.0][MIG] fieldservice_sale
Freni-OSI Oct 27, 2022
53f95d8
Added translation using Weblate (Italian)
mymage Nov 2, 2022
7c9e626
Translated using Weblate (Italian)
mymage Nov 2, 2022
064d05b
Translated using Weblate (Spanish (Argentina))
ibuioli Nov 12, 2022
7a69b17
Translated using Weblate (German)
NICO-SOLUTIONS Dec 3, 2022
533c6c4
Translated using Weblate (Italian)
francesco-ooops Jan 18, 2023
2fb16bb
[IMP] fieldservice_sale: Simplify FSM creation
brian10048 Feb 21, 2023
6f65177
[IMP] fieldservice_sale: Clean up tests
brian10048 Feb 23, 2023
462c8ab
Translated using Weblate (Spanish)
macagua Mar 2, 2023
af021be
Translated using Weblate (Spanish (Chile))
macagua Mar 2, 2023
6557d6a
Translated using Weblate (Spanish (Argentina))
ibuioli Mar 4, 2023
722f901
Translated using Weblate (Italian)
mymage Mar 8, 2023
8eeb1fb
Translated using Weblate (Italian)
francesco-ooops Apr 7, 2023
b1410d3
[FIX] fieldservice_sale: duplicated sales order doesn't create FSM Order
dalonsod Apr 24, 2023
65645a7
Translated using Weblate (Italian)
mymage May 3, 2023
433a235
[FIX] fieldservice_sale: fsm_location_id is mandatory
yankinmax May 17, 2023
28015b5
[MIG] fieldservice_sale: Migration to 16.0
epanisset Jan 30, 2023
decb80f
[UPD] Update fieldservice_sale.pot
Jun 13, 2023
912bba7
[UPD] README.rst
OCA-git-bot Jun 13, 2023
9ed6ebf
Update translation files
weblate Jun 13, 2023
20afda7
Translated using Weblate (Italian)
mymage Jun 19, 2023
3125a6e
Translated using Weblate (Spanish (Argentina))
ibuioli Jun 19, 2023
974949c
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
a0cad43
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 22, 2023
ba5c4ff
Translated using Weblate (Spanish)
Ivorra78 Jul 22, 2023
cfbf77c
[UPD] README.rst
OCA-git-bot Sep 3, 2023
381cf2a
Translated using Weblate (Italian)
mymage Oct 23, 2023
79983b8
[IMP] fieldservice_sale: Allow overrides in _field_service_generation
paradoxxxzero Feb 28, 2023
649ed6f
[BOT] post-merge updates
OCA-git-bot Dec 13, 2023
10d0f81
[16.0][FIX] fieldservice_sale: Fix sale order line create method
apatyk Feb 21, 2024
1320777
[16.0][FIX] Remove module version bump
apatyk Mar 6, 2024
6af96cf
[BOT] post-merge updates
OCA-git-bot Apr 16, 2024
3d25320
Added translation using Weblate (Slovak)
peterdovicovic May 4, 2024
6e92a95
Translated using Weblate (Slovak)
peterdovicovic May 4, 2024
67748d4
[IMP] fieldservice_sale: pre-commit auto fixes
santiagordz Jun 17, 2024
b0b8b6b
[FIX] fieldservice_sale: Migrate from 17.0
santiagordz Jun 17, 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:ecf815c829e7901869562b1bb19e2a54e5dfdf18c641acc735870a59a53156ec
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/17.0/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-17-0/field-service-17-0-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=17.0
: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:%2017.0%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 <scampbell@opensourceintegrators.com>
- Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
- Wolfgang Hall <whall@opensourceintegrators.com>
- Raphael Lee <rlee@opensourceintegrators.com>

- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Brian McMaster <brian@mcmpest.com>
- Rapha??l Reverdy <raphael.reverdy@akretion.com>
- Cl??ment Mombereau <clement.mombereau@akretion.com>
- `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/17.0/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": "17.0.1.0.0",
"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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