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[13.0] [MIG] fieldservice_sale #595

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d0583a0
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
f184a86
[REN] fsm_location.py
max3903 Dec 20, 2018
faee60f
[FIX] View + icon
max3903 Dec 20, 2018
de04c8a
[MIG][WIP][12.0] fieldservice_sale
murtuzasaleh Apr 3, 2019
6270a6b
[IMP] FSM Sale Update
osi-scampbell Jun 26, 2019
9efa9b4
[ADD] fieldservice_sale
osi-scampbell Dec 19, 2018
9025d9b
[FIX] View + icon
max3903 Dec 20, 2018
59af061
[IMP] fieldservice_sale
brian10048 May 11, 2019
8519164
[IMP] fieldservice_sale
brian10048 May 13, 2019
f28e08e
[FIX] fieldservice_sale errors
brian10048 May 22, 2019
457c597
Finish migration to v12 (forward port from v11)
hparfr Jul 15, 2019
e42ebe0
[FIX] fieldservice_sale
max3903 Oct 10, 2019
8a8aabf
[IMP] fieldservice_sale: Remove the recurring part
max3903 Oct 16, 2019
18b19d5
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 10, 2019
3b6393a
[IMP] fieldservice_sale: Compute qty_delivered
brian10048 Nov 19, 2019
fb092b5
Added translation using Weblate (German)
marylla Nov 22, 2019
4208152
Autofill the FS location in Sale Orders
clementmbr Nov 22, 2019
33aca75
Translated using Weblate (German)
marylla Nov 26, 2019
eb1d4be
Translated using Weblate (German)
marylla Nov 26, 2019
c1fef53
Refactor autofill SO's FS location and add tests
clementmbr Nov 26, 2019
e55d363
[IMP] fieldservice_sale: Add service policy
brian10048 Nov 14, 2019
abbc562
[IMP] fieldservice_sale: Link invoices to FS order
brian10048 Nov 22, 2019
669c813
[IMP] fieldservice_sale: Merge and reuse fields
max3903 Nov 25, 2019
df7f5e3
[IMP] fieldservice_sale
brian10048 Nov 26, 2019
a160f10
[FIX] fieldservice_sale
brian10048 Dec 6, 2019
83ee0d2
[UPD] fieldservice_sale: readme
brian10048 Dec 9, 2019
3f72cf6
[FIX] fieldservice_sale: Missing the template info
max3903 Dec 10, 2019
0d516a8
[FIX] fieldservice_sale: Missing location directions
max3903 Dec 10, 2019
606bc0a
[ADD] fieldservice_sale: Migration script to 12.0.2.0.0
max3903 Dec 10, 2019
2c95bd4
Added translation using Weblate (Spanish (Chile))
Dec 10, 2019
140515b
Translated using Weblate (Spanish (Chile))
Dec 10, 2019
c3fb0c1
[FIX] fieldservice_sale_recurring
brian10048 Dec 10, 2019
703e71d
[IMP] fieldservice_sale
max3903 Dec 22, 2019
0223968
[FIX] fieldservice_sale
max3903 Dec 22, 2019
4dee569
[FIX] fieldservice_sale: PEP8 errors
max3903 Dec 22, 2019
2b5cb8a
[FIX] fieldservice_sale
max3903 Dec 19, 2019
adcef87
[IMP] fieldservice_sale: Add Validation
brian10048 Dec 31, 2019
1f70746
[FIX] fieldservice_sale: bug fixes
brian10048 Dec 31, 2019
e14b3d3
[FIX] Improved code.
murtuzasaleh Jan 1, 2020
dc5adda
[FIX] fieldservice_sale
brian10048 Jan 6, 2020
c88777d
[FIX] fieldservice_sale
max3903 Jan 6, 2020
a7bd3b9
[IMP] fieldservice_sale
max3903 Jan 9, 2020
2d436ec
Update fieldservice_sale/models/fsm_order.py
Jan 10, 2020
f96454d
Added translation using Weblate (Portuguese (Brazil))
marcelsavegnago Jan 16, 2020
ab77b7a
[ADD] Spanish (es) translation
max3903 Jan 16, 2020
47dbdcb
[FIX] fieldservice_sale
brian10048 Jan 16, 2020
dfbc24b
[FIX] fieldservice_sale
brian10048 Jan 20, 2020
519685a
[IMP] fieldservice_sale: Add test case
brian10048 Jan 20, 2020
403ec30
Translated using Weblate (Portuguese (Brazil))
marcelsavegnago Feb 5, 2020
3581789
[FIX] fieldservice_sale
brian10048 Feb 24, 2020
04876d2
Translated using Weblate (Portuguese (Brazil))
marcelsavegnago Feb 25, 2020
48d1b6e
Translated using Weblate (Spanish)
Mar 3, 2020
a77d59e
Translated using Weblate (Spanish (Chile))
Mar 25, 2020
8386ef4
[FIX] fieldservice_sale: Access rights
max3903 Apr 3, 2020
4c98a5f
[FIX] fieldservice_sale
max3903 May 12, 2020
000352b
[IMP] fieldservice_sale: Pricelist on branch
max3903 May 14, 2020
7679d21
[FIX] fieldservice_sale: Singleton error
max3903 May 16, 2020
4de5725
Translated using Weblate (Spanish (Chile))
Jun 7, 2020
4409ba7
Translated using Weblate (Portuguese (Brazil))
fcolus Jun 17, 2020
c7d7707
Translated using Weblate (Portuguese (Brazil))
fcolus Jun 17, 2020
9538273
Translated using Weblate (Spanish)
brian10048 Jul 14, 2020
8f23fa9
[IMP] fieldservice_sale: black, isort, prettier
brian10048 Jul 18, 2020
b8b95bb
[MIG] fieldservice_sale: Migration to 13.0
brian10048 Jul 18, 2020
a82aff5
[FIX] fieldservice_sale migration changes
RLeeOSI Oct 5, 2020
5d9084e
[FIX] invoice creation from SO
RLeeOSI Oct 7, 2020
547bbd1
[IMP] pre-commit, black
brian10048 Oct 22, 2020
1f3b760
fieldservice_sale Fix invoicing in v13
hparfr Nov 11, 2020
f182ad1
fieldservice_sale: fix fsm_order only on services
hparfr Nov 11, 2020
3d1c19d
fielservice_sale fix link with invoices
hparfr Nov 11, 2020
6c868a8
[FIX] ERROR: null value in column location_id violates not-null const…
Jan 15, 2021
358124e
[IMP] pre-commit, prettier
brian10048 Apr 26, 2021
8b329cb
[13.0][ADD] Migrations Script:fieldservice_sale.
Chanakya-OSI Sep 17, 2021
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1,246 changes: 781 additions & 465 deletions fieldservice_recurring/static/description/index.html

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157 changes: 157 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. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/12.0/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-12-0/field-service-12-0-fieldservice_sale
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/264/12.0
:alt: Try me on Runbot

|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/12.0/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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_sale%0Aversion:%2012.0%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]>

* Serpent Consulting Services Pvt. Ltd. <[email protected]>
* Brian McMaster <[email protected]>
* Rapha??l Reverdy <[email protected]>
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there is an encoding issue

there is also issues in po files.

* Cl??ment Mombereau <[email protected]>

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/12.0/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
24 changes: 24 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": "13.0.1.0.0",
"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",
"views/fsm_location.xml",
"views/fsm_order.xml",
"views/product_template.xml",
"views/res_branch.xml",
"views/sale_order.xml",
"views/res_config_settings.xml",
],
"license": "AGPL-3",
"development_status": "Beta",
"maintainers": ["wolfhall", "max3903", "brian10048"],
"installable": True,
}
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