Merge 'bemade_fsm' into bemade-addons

.github/ISSUE_TEMPLATE/feature_request.md

@@ -0,0 +1,20 @@
+---
+name: Feature request
+about: Suggest an idea for this project
+title: "[ENH]"
+labels: enhancement
+assignees: ''
+
+---
+
+**Is your feature request related to a problem? Please describe.**
+A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]
+
+**Describe the solution you'd like**
+A clear and concise description of what you want to happen. Ex. As a [type of user], I could click [...] and [...] would happen.
+
+**Describe alternatives you've considered**
+A clear and concise description of any alternative solutions or features you've considered.
+
+**Additional context**
+Add any other context or screenshots about the feature request here.

bemade_fsm/__init__.py

@@ -0,0 +1 @@
+from . import models

bemade_fsm/__manifest__.py

@@ -0,0 +1,55 @@
+######################################################################################
+#
+#    Bemade Inc.
+#
+#    Copyright (C) 2023-June Bemade Inc. (<https://www.bemade.org>).
+#    Author: Marc Durepos (Contact : mdurepos@durpro.com)
+#
+#    This program is under the terms of the Odoo Proprietary License v1.0 (OPL-1)
+#    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
+#    or modified copies of the Software.
+#
+#    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+#    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+#    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
+#    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
+#    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
+#    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
+#    DEALINGS IN THE SOFTWARE.
+#
+########################################################################################
+{
+    'name': 'Durpro Field Service Management',
+    'version': '15.0.1.0.0',
+    'summary': 'Adds functionality necessary for managing field service operations at Durpro.',
+    'description': 'Adds functionality necessary for managing field service operations at Durpro.',
+    'category': 'Services/Field Service',
+    'author': 'Bemade Inc.',
+    'website': 'http://www.bemade.org',
+    'license': 'OPL-1',
+    'depends': ['project',
+                'stock',
+                'sale',
+                'sale_project',
+                'sale_stock',
+                'industry_fsm',
+                'industry_fsm_sale',
+                'bemade_partner_root_ancestor',
+                ],
+    'data': ['views/task_template_views.xml',
+             'views/equipment.xml',
+             'security/ir.model.access.csv',
+             'views/product_views.xml',
+             'views/res_partner.xml',
+             'views/menus.xml',
+             'views/task_views.xml',
+             ],
+    'assets': {
+        'web.assets_tests': [
+            'bemade_fsm/static/tests/tours/task_template_tour.js',
+            'bemade_fsm/static/tests/tours/task_equipment_tour.js',
+        ],
+    },
+    'installable': True,
+    'auto_install': False
+}

bemade_fsm/models/__init__.py

@@ -0,0 +1,6 @@
+from . import task_template
+from . import product_template
+from . import sale_order
+from . import equipment
+from . import task
+from . import res_partner

bemade_fsm/models/equipment.py

@@ -0,0 +1,90 @@
+from odoo import api, fields, models
+
+
+class EquipmentTag(models.Model):
+    _name = "bemade_fsm.equipment.tag"
+    _description = 'Field service equipment category'
+
+    name = fields.Char('Name', required=True, translate=True)
+    color = fields.Integer('Color Index', default=10)
+
+    _sql_constraints = [
+        ('name_uniq', 'unique (name)', "Tag name already exists !"),
+    ]
+
+
+class EquipmentType(models.Model):
+    _name = 'bemade_fsm.equipment.type'
+    _description = 'Field service equipment type'
+    _order = 'id'
+
+    name = fields.Char(string='Intervention Name', required=True, translate=True)
+
+class Equipment(models.Model):
+    _name = 'bemade_fsm.equipment'
+    _rec_name = 'complete_name'
+    _description = 'Field service equipment'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    pid_tag = fields.Char(string="P&ID Tag", tracking=True)
+
+    name = fields.Char(string="Name", tracking=True, required=True)
+
+    complete_name = fields.Char(string="Equipment Name", compute="_compute_complete_name", store=True)
+
+    tag_ids = fields.Many2many('bemade_fsm.equipment.tag',
+                               string='Application',
+                               tracking=True,
+                               help="Classify and analyze your equipment categories like: Boiler, Laboratory, "
+                                    "Waste water, Pure water")
+    partner_id = fields.Many2one('res.partner',
+                                 string="Owner",
+                                 compute="_compute_partner")
+    description = fields.Text(string="Description",
+                              tracking=True)
+
+    partner_location_id = fields.Many2one('res.partner',
+                                          string="Physical Address",
+                                          tracking=True,)
+
+    location_notes = fields.Text(string="Physical Location Notes",
+                                 tracking=True)
+    task_ids = fields.One2many(comodel_name='project.task',
+                               inverse_name='equipment_id',
+                               string='Interventions')
+
+    @api.depends('partner_location_id')
+    def _compute_partner(self):
+        for rec in self:
+            rec.partner_id = rec.partner_location_id and rec.partner_location_id.root_ancestor
+
+    @api.depends('pid_tag', 'name')
+    def _compute_complete_name(self):
+        for rec in self:
+            rec.complete_name = "[%s] %s" % (rec.pid_tag or ' ', rec.name)
+
+    @api.model
+    def name_search(self, name='', args=None, operator='ilike', limit=100):
+        args = args or []
+        if name:
+            equipments = self.search([
+                '|', '|', '|',
+                ('pid_tag', operator, name),
+                ('name', operator, name),
+                ('partner_id.name', operator, name),
+                ('partner_location_id.name', operator, name)],
+                limit=limit)
+        else:
+            equipments = self.search(args, limit=limit)
+        return equipments.name_get()
+
+    def action_view_equipment(self):
+        return {
+            'name': 'Equipment',
+            'view_type': 'form',
+            'view_mode': 'form',
+            'res_id': self.id,
+            'context': self.env.context,
+            'res_model': 'bemade_fsm.equipment',
+            'type': 'ir.actions.act_window',
+        }

bemade_fsm/models/product_template.py

@@ -0,0 +1,7 @@
+from odoo import fields, models, api
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    task_template_id = fields.Many2one("project.task.template", string="Task Template", ondelete='restrict')

bemade_fsm/models/res_partner.py

@@ -0,0 +1,45 @@
+from odoo import api, fields, models, Command
+
+class Partner(models.Model):
+    _inherit = 'res.partner'
+
+    equipment_count = fields.Integer(compute='_compute_equipment_count',
+                                     string='Equipment Count')
+
+    owned_equipment_ids = fields.One2many(comodel_name="bemade_fsm.equipment",
+                                          inverse_name="partner_id",
+                                          string="Owned Equipments")
+
+
+    equipment_ids = fields.One2many(comodel_name='bemade_fsm.equipment',
+                                    inverse_name='partner_location_id',
+                                    string='Site Equipment')
+
+    is_site_contact = fields.Boolean(string='Is a site contact',
+                                     compute="_compute_is_site_contact")
+
+    site_ids = fields.Many2many(string='Work Sites',
+                                comodel_name='res.partner',
+                                relation='res_partner_site_contact_rel',
+                                column1='site_contact_id',
+                                column2='site_id',
+                                tracking=True)
+
+    site_contacts = fields.Many2many(string='Site Contacts',
+                                     comodel_name='res.partner',
+                                     relation='res_partner_site_contact_rel',
+                                     column1='site_id',
+                                     column2='site_contact_id',
+                                     domain=[('is_company', '=', False)],
+                                     tracking=True)
+
+    @api.depends('site_ids')
+    def _compute_is_site_contact(self):
+        for rec in self:
+            rec.is_site_contact = rec.site_ids is not False
+
+    @api.depends('equipment_ids')
+    def _compute_equipment_count(self):
+        for rec in self:
+            all_equipmemt_ids = self.env['bemade_fsm.equipment'].search([('partner_id', '=', rec.id)])
+            rec.equipment_count = len(all_equipmemt_ids)

bemade_fsm/models/sale_order.py

@@ -0,0 +1,61 @@
+from odoo import fields, models, api, _, Command
+
+
+class SaleOrderLine(models.Model):
+    _inherit = 'sale.order.line'
+
+    def _timesheet_create_task(self, project):
+        """ Generate task for the given so line, and link it.
+                    :param project: record of project.project in which the task should be created
+                    :return task: record of the created task
+
+            Override to add the logic needed to implement task templates."""
+
+        def _create_task_from_template(project, template, parent):
+            """ Recursively generates the task and any subtasks from a project.task.template.
+
+            :param project: project.project record to set on the task's project_id field.
+            :param template: project.task.template to use to create the task.
+            :param parent: project.task to set as the parent to this task.
+            """
+            values = _timesheet_create_task_prepare_values_from_template(project, template, parent)
+            task = self.env['project.task'].sudo().create(values)
+            subtasks = []
+            for t in template.subtasks:
+                subtask = _create_task_from_template(project, t, task)
+                subtasks.append(subtask)
+            task.write({'child_ids': [Command.set([t.id for t in subtasks])]})
+            # We don't want to see the sub-tasks on the SO
+            task.child_ids.write({'sale_order_id': None, 'sale_line_id': None, })
+            return task
+
+        def _timesheet_create_task_prepare_values_from_template(project, template, parent):
+            """ Copies the values from a project.task.template over to the set of values used to create a project.task.
+
+            :param project: project.project record to set on the task's project_id field.
+                Pass the project.project model or an empty recordset to leave task project_id blank.
+                DO NOT pass False or None as this will cause an error in _timesheet_create_task_prepare_values(project).
+            :param template: project.task.template to use to create the task.
+            :param parent: project.task to set as the parent to this task.
+            """
+            vals = self._timesheet_create_task_prepare_values(project)
+            vals['name'] = f"{vals['name']} ({template.name})" if not parent else template.name
+            vals['description'] = template.description or vals['description']
+            vals['parent_id'] = parent and parent.id
+            vals['user_ids'] = template.assignees.ids
+            vals['tag_ids'] = template.tags.ids
+            vals['planned_hours'] = template.planned_hours
+            return vals
+
+        tmpl = self.product_id.task_template_id
+        if not tmpl:
+            task = super()._timesheet_create_task(project)
+        else:
+            task = _create_task_from_template(project, tmpl, None)
+            self.write({'task_id': task.id})
+            # post message on task
+            task_msg = _(
+                "This task has been created from: <a href=# data-oe-model=sale.order data-oe-id=%d>%s</a> (%s)") % (
+                           self.order_id.id, self.order_id.name, self.product_id.name)
+            task.message_post(body=task_msg)
+        return task

bemade_fsm/models/task.py

@@ -0,0 +1,7 @@
+from odoo import fields, models, api
+
+
+class Task(models.Model):
+    _inherit = "project.task"
+
+    equipment_id = fields.Many2one("bemade_fsm.equipment", string="Target Equipment")

bemade_fsm/models/task_template.py

@@ -0,0 +1,32 @@
+from odoo import models, fields, api, _
+
+
+class TaskTemplate(models.Model):
+    _name = 'project.task.template'
+
+    @api.model
+    def _current_company(self):
+        return self.env.company
+
+    name = fields.Char(string="Task Title", required=True)
+    description = fields.Html(string="Description")
+    assignees = fields.Many2many("res.users", string="Default Assignees", help="Employees assigned to tasks created from this template.")
+    customer = fields.Many2one("res.partner", string="Default Customer", help="Default customer for tasks created from this template.")
+    project = fields.Many2one("project.project", string="Default Project", help="Default project for tasks created from this template.")
+    tags = fields.Many2many("project.tags", string="Default Tags", help="Default tags for tasks created from this template.")
+    parent = fields.Many2one("project.task.template", string="Parent Task Template", ondelete='cascade')
+    subtasks = fields.One2many("project.task.template", inverse_name="parent", string="Subtask Templates")
+    sequence = fields.Integer(string="Sequence")
+    company_id = fields.Many2one("res.company", string="Company", index=1, default=_current_company)
+    planned_hours = fields.Float("Initially Planned Hours")
+
+    def action_open_task(self):
+        return {
+            'view_mode': 'form',
+            'res_model': 'project.task.template',
+            'res_id': self.id,
+            'type': 'ir.actions.act_window',
+            'context': self._context
+        }
+
+

bemade_fsm/security/ir.model.access.csv

@@ -0,0 +1,6 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_bemade_fsm_task_template,bemade_fsm_task_template,model_project_task_template,project.group_project_manager,1,1,1,1
+access_bemade_fsm_task_template,bemade_fsm_task_template,model_project_task_template,project.group_project_user,1,1,1,1
+access_bemade_fsm_equipment,bemade_fsm_equipment,model_bemade_fsm_equipment,base.group_user,1,1,1,1
+access_bemade_fsm_equipment_tag,bemade_fsm_equipment_tag,model_bemade_fsm_equipment_tag,base.group_user,1,1,1,1
+access_bemade_fsm_equipment_type,access_bemade_fsm_equipment_type,model_bemade_fsm_equipment_type,base.group_user,1,0,0,0

bemade_fsm/static/tests/tours/task_equipment_tour.js

@@ -0,0 +1,75 @@
+/** @odoo-module **/
+
+import tour from 'web_tour.tour';
+const TEST_COMPANY = "Test Partner Company";
+const TEST_EQPT1 = "Test Equipment 1";
+const TEST_EQPT2 = "Test Equipment 2";
+tour.register('task_equipment_tour', {
+        test: true,
+        url: '/web',
+    }, /* Create a new "Test Equipment" and link it to "Test Partner Company" */
+    [tour.stepUtils.showAppsMenuItem(), {
+        content: 'Navigate to the Service menu',
+        trigger: '.o_app[data-menu-xmlid="industry_fsm.fsm_menu_root"]',
+    }, {
+        content: 'Navigate to the Clients submenu',
+        trigger: 'button.dropdown-toggle[data-menu-xmlid="bemade_fsm.menu_service_client"]',
+    }, {
+        content: 'Navigate to the Equipment menu',
+        trigger: '.dropdown-item[data-menu-xmlid="bemade_fsm.menu_service_client_equipment"]',
+    }, {
+        content: 'Click the create button',
+        trigger: '.o_list_button_add',
+        extra_trigger: 'li.breadcrumb-item.active:has(span:contains(Equipment))',
+    }, {
+        content: 'Add a tag',
+        trigger: 'input[name="pid_tag"]',
+        run: 'text TestPIDTag',
+    }, {
+        content: 'Set the name',
+        trigger: 'input[name="name"]',
+        run: `text ${TEST_EQPT2}`,
+    }, {
+        content: 'Set the partner',
+        trigger: 'div[name="partner_location_id"] div div input',
+        run: 'text Test Partner Company',
+    }, {
+        content: 'Click the partner in the dropdown',
+        trigger: `li a.dropdown-item:contains(${TEST_COMPANY})`,
+    }, {
+        content: 'Save equipment',
+        trigger: 'button.o_form_button_save',
+    }, {
+        /* Navigate to the client and make sure that there are two equipments saved (one from the Python test case) */
+        content: 'Navigate to the Clients submenu',
+        trigger: 'button.dropdown-toggle[data-menu-xmlid="bemade_fsm.menu_service_client"]',
+    }, {
+        content: 'Click on the clients submenu',
+        trigger: '.dropdown-item[data-menu-xmlid="bemade_fsm.menu_service_client_clients"]',
+    }, {
+        content: 'Search for the Test Partner Company',
+        trigger: 'input.o_searchview_input',
+        extra_trigger: 'li.breadcrumb-item.active:has(span:contains(Customers))',
+        run: `text ${TEST_COMPANY}`
+    }, {
+        content: 'Validate Search',
+        trigger: '.o_menu_item.o_selection_focus',
+        run: 'click',
+    }, {
+        content: 'Open the test client.',
+        trigger: `div.o_kanban_record:has(span:contains(${TEST_COMPANY}))`,
+    }, {
+        content: 'Click the Field Service tab.',
+        trigger: 'a.nav-link:contains(Field Service)',
+        extra_trigger: `h1 span.o_field_partner_autocomplete[name="name"]:contains(${TEST_COMPANY})`,
+    }, {
+        content: 'Make sure we have a first test equipment',
+        /*trigger: `div[name="equipment_ids"]:has(td:contains(${TEST_EQPT1}))`,*/
+        trigger: `td:contains(${TEST_EQPT1})`,
+        run: function() {},
+    }, {
+        content: 'Make sure we have a second test equipment',
+        trigger: `div[name="equipment_ids"]:has(td:contains(${TEST_EQPT2}))`,
+        run: function() {},
+    }
+    ])

bemade_fsm/static/tests/tours/task_template_tour.js

@@ -0,0 +1,47 @@
+/** @odoo-module */
+
+import tour from 'web_tour.tour';
+
+tour.register('task_template_tour', {
+        test: true,
+        url: '/web',
+    }, /* Make sure the test task is visible via the Project > Task Templates path */
+    [tour.stepUtils.showAppsMenuItem(), {
+        trigger: '.o_app[data-menu-xmlid="project.menu_main_pm"]',
+    }, {
+        content: 'Open the task templates list view.',
+        trigger: '.o_nav_entry[data-menu-xmlid="bemade_fsm.project_task_template_menu"]',
+    }, {
+        content: 'Open the existing task template.',
+        trigger: '.o_data_cell:contains("Template 1"):parent()',
+    }, {
+        content: 'Confirm that the header contains the task title.',
+        trigger: 'span[name="name"]:contains("Template 1")',
+    }, /* Make sure we can see the task template from the product */
+        tour.stepUtils.toggleHomeMenu(),
+    {
+        content: 'Open the sales menu.',
+        trigger: '.o_app[data-menu-xmlid="sale.sale_menu_root"]',
+    }, {
+        content: 'Open the product dropdown menu.',
+        trigger: 'button[data-menu-xmlid="sale.product_menu_catalog"]',
+    }, {
+        content: 'Click the products menu item.',
+        trigger: 'a.dropdown-item[data-menu-xmlid="sale.menu_product_template_action"]',
+    }, {
+        content: 'Search for the test product.',
+        trigger: 'input.o_searchview_input',
+        extra_trigger: 'li.breadcrumb-item.active:has(span:contains(Products))',
+        run: 'text Test Product 1',
+    }, {
+        trigger: '.o_menu_item.o_selection_focus',
+        content: 'Validate search',
+        run: 'click',
+    }, {
+        content: 'Open the test product.',
+        trigger: 'div.o_kanban_record:has(span:contains(Test Product 1))',
+    }, {
+        content: 'Ensure the product_template_id field is displayed with the "Template 1" mention.',
+        trigger: 'a.o_quick_editable[name="task_template_id"]:first-child:contains("Template 1")',
+    },
+    ])

bemade_fsm/tests/__init__.py

@@ -0,0 +1,4 @@
+from . import test_bemade_fsm_common
+from . import test_task_template
+from . import test_task_template_sale_order
+from . import test_equipment

bemade_fsm/tests/test_bemade_fsm_common.py

@@ -0,0 +1,37 @@
+from odoo.tests.common import TransactionCase
+from odoo import Command
+
+class FSMManagerUserTransactionCase(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        user_group_employee = cls.env.ref('base.group_user')
+        user_group_project_user = cls.env.ref('project.group_project_user')
+        user_group_project_manager = cls.env.ref('project.group_project_manager')
+        user_group_fsm_user = cls.env.ref('industry_fsm.group_fsm_user')
+        user_group_fsm_manager = cls.env.ref('industry_fsm.group_fsm_manager')
+        user_group_sales_manager = cls.env.ref('sales_team.group_sale_manager')
+        user_group_sales_user = cls.env.ref('sales_team.group_sale_salesman')
+        user_product_customer = cls.env.ref('customer_product_code.group_product_customer_code_user')
+
+        group_ids = [user_group_employee.id,
+                     user_group_project_user.id,
+                     user_group_project_manager.id,
+                     user_group_fsm_user.id,
+                     user_group_fsm_manager.id,
+                     user_group_sales_user.id,
+                     user_group_sales_manager.id, ]
+        if user_product_customer:
+            group_ids.append(user_product_customer.id)
+
+        # Test user with project access rights for the various tests
+        Users = cls.env['res.users'].with_context({'no_reset_password': True})
+        cls.user = Users.create({
+            'name': 'Project Manager',
+            'login': 'misterpm',
+            'password': 'misterpm',
+            'email': 'mrpm@testco.com',
+            'signature': 'Mr. PM',
+            'groups_id': [Command.set(group_ids)],
+        })

bemade_fsm/tests/test_equipment.py

@@ -0,0 +1,37 @@
+from odoo.tests.common import HttpCase, tagged
+from .test_bemade_fsm_common import FSMManagerUserTransactionCase
+
+class TestEquipmentCommon(FSMManagerUserTransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+
+        # Set up the test partner
+        cls.partner_company = cls.env['res.partner'].create({
+            'name': 'Test Partner Company',
+            'company_type': 'company',
+            'street': '123 Street St.',
+            'city': 'Montreal',
+            'state_id': cls.env['res.country.state'].search([('name','ilike','Quebec%')]).id,
+            'country_id': cls.env['res.country'].search([('name','=','Canada')]).id
+        })
+
+        cls.partner_contact = cls.env['res.partner'].create({
+            'name': 'Site Contact',
+            'company_type': 'person',
+            'parent_id': cls.partner_company.id,
+        })
+
+        cls.equipment = cls.env['bemade_fsm.equipment'].create({
+            'name': 'Test Equipment 1',
+            'partner_location_id': cls.partner_company.id,
+        })
+
+
+@tagged('-at_install', 'post_install')
+class TestEquipmentTour(HttpCase, TestEquipmentCommon):
+
+    def test_equipment_tour(self):
+        self.start_tour('/web', 'task_equipment_tour',
+                        login=self.user.login, )

bemade_fsm/tests/test_fsm_contact_setting.py

@@ -0,0 +1,30 @@
+from odoo.tests import TransactionCase, HttpCase, tagged
+from odoo import Command
+from test_bemade_fsm_common import FSMManagerUserTransactionCase
+
+class SaleOrderFSMContactsCase(FSMManagerUserTransactionCase):
+
+    def test_default_site_contacts(self):
+        # Make sure the SO pulls the defaults from the partner correctly
+        pass
+
+    def test_default_billing_contacts(self):
+        # Make sure the SO pulls the defaults from the partner correctly
+        pass
+
+    def test_default_workorder_contacts(self):
+        # Make sure the SO pulls the defaults from the partner correctly
+        pass
+
+    def test_change_site_contacts(self):
+        # Make sure the SO contacts can be updated without feeding back to the partner
+        pass
+
+    def test_change_workorder_contacts(self):
+        # Make sure the SO contacts can be updated without feeding back to the partner
+        pass
+
+    def test_change_billing_contacts(self):
+        # Make sure the SO contacts can be updated without feedin back to the partner
+        pass
+

bemade_fsm/tests/test_task_template.py

@@ -0,0 +1,108 @@
+from .test_bemade_fsm_common import FSMManagerUserTransactionCase
+from odoo.tests.common import HttpCase, tagged
+from odoo.exceptions import MissingError
+from odoo import Command
+from psycopg2.errors import ForeignKeyViolation
+
+
+class TestTaskTemplateCommon(FSMManagerUserTransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.PLANNED_HOURS = 6
+        hours_uom = cls.env['uom.uom'].search([('name', '=', 'Hour')]) or False
+        # Test product to use with the various tests
+        cls.task1 = cls.env['project.task.template'].create({
+            'name': 'Template 1',
+        })
+
+        cls.project = cls.env['project.project'].create({
+            'name': 'Test Project',
+        })
+        cls.product_task_global_project = cls.env['product.product'].create({
+            'name': 'Test Product 1',
+            'type': 'service',
+            'service_tracking': 'task_global_project',
+            'project_id': cls.project.id,
+            'task_template_id': cls.task1.id,
+            'uom_id': hours_uom.id,
+            'uom_po_id': hours_uom.id,
+        })
+        cls.project_template = cls.env['project.project'].create({
+            'name': 'Test Project Template',
+        })
+        cls.product_task_in_project = cls.env['product.product'].create({
+            'name': 'Test Product 2',
+            'type': 'service',
+            'service_tracking': 'task_in_project',
+            'task_template_id': cls.task1.id,
+            'project_template_id': cls.project_template.id,
+            'uom_po_id': hours_uom.id,
+            'uom_id': hours_uom.id,
+        })
+
+        # Set up a task template tree with 2 children and 1 grandchild
+        cls.parent_task = cls.env['project.task.template'].create({
+            'name': 'Parent Template',
+            'planned_hours': cls.PLANNED_HOURS,
+        })
+        cls.child_task_1 = cls.env['project.task.template'].create({
+            'name': 'Child Template 1',
+            'parent': cls.parent_task.id,
+        })
+        cls.child_task_2 = cls.env['project.task.template'].create({
+            'name': 'Child Template 2',
+            'parent': cls.parent_task.id,
+        })
+        cls.parent_task.write({'subtasks': [Command.set([cls.child_task_1.id, cls.child_task_2.id])]})
+        cls.grandchild_task = cls.env['project.task.template'].create({
+            'name': 'Grandchild Template',
+            'parent': cls.child_task_2.id
+        })
+        cls.child_task_2.write({'subtasks': [Command.set([cls.grandchild_task.id])]})
+
+        # Create products using the task tree we just created
+        cls.product_task_tree_global_project = cls.env['product.product'].create({
+            'name': 'Test Product 3',
+            'type': 'service',
+            'service_tracking': 'task_global_project',
+            'project_id': cls.project.id,
+            'task_template_id': cls.parent_task.id,
+            'uom_id': hours_uom.id,
+            'uom_po_id': hours_uom.id,
+        })
+        cls.product_task_tree_in_project = cls.env['product.product'].create({
+            'name': 'Test Product 2',
+            'type': 'service',
+            'service_tracking': 'task_in_project',
+            'task_template_id': cls.parent_task.id,
+            'project_template_id': cls.project_template.id,
+            'uom_po_id': hours_uom.id,
+            'uom_id': hours_uom.id,
+        })
+
+
+@tagged('-at_install', 'post_install')
+class TestTaskTemplate(TestTaskTemplateCommon):
+
+    def test_delete_task_template(self):
+        """User should never be able to delete a task template used on a product"""
+        with self.assertRaises(ForeignKeyViolation):
+            self.task1.unlink()
+
+    def test_delete_subtask_template(self):
+        """ Deletion of a child task should be OK even if the parent is on a product. Children of the deleted
+        subtask should be deleted."""
+        self.child_task_2.unlink()
+        # Reading deleted child's name field should be impossible
+        with self.assertRaises(MissingError):
+            test = self.grandchild_task.name
+
+
+@tagged('-at_install', 'post_install')
+class TestTaskTemplateTour(HttpCase, TestTaskTemplateCommon):
+
+    def test_task_template_tour(self):
+        self.start_tour('/web', 'task_template_tour',
+                        login='misterpm', )

bemade_fsm/tests/test_task_template_sale_order.py

@@ -0,0 +1,86 @@
+from .test_task_template import TestTaskTemplateCommon
+from odoo.tests.common import tagged
+
+
+class TestTaskTemplateSalesOrder(TestTaskTemplateCommon):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env['res.partner'].create({
+            'name': 'Test Partner',
+        })
+        cls.sale_order1 = cls.env['sale.order'].create({
+            'partner_id': cls.partner.id,
+            'client_order_ref': 'TEST ORDER',
+        })
+        cls.sol_serv_order = cls.env['sale.order.line'].create({
+            'name': cls.product_task_global_project.name,
+            'product_id': cls.product_task_global_project.id,
+            'product_uom_qty': 1,
+            'product_uom': cls.product_task_global_project.uom_id.id,
+            'price_unit': 120.0,
+            'order_id': cls.sale_order1.id,
+            'tax_id': False,
+        })
+        cls.sol_serv_order_task_in_project = cls.env['sale.order.line'].create({
+            'name': cls.product_task_in_project.name,
+            'product_id': cls.product_task_in_project.id,
+            'product_uom_qty': 1,
+            'product_uom': cls.product_task_in_project.uom_id.id,
+            'price_unit': 150.0,
+            'order_id': cls.sale_order1.id,
+            'tax_id': False,
+        })
+        cls.sale_order2 = cls.env['sale.order'].create({
+            'partner_id': cls.partner.id,
+            'client_order_ref': 'TEST ORDER',
+        })
+        cls.sol_tree_order = cls.env['sale.order.line'].create({
+            'name': cls.product_task_tree_global_project.name,
+            'product_id': cls.product_task_tree_global_project.id,
+            'product_uom_qty': 1,
+            'product_uom': cls.product_task_tree_global_project.uom_id.id,
+            'price_unit': 120.0,
+            'order_id': cls.sale_order2.id,
+            'tax_id': False,
+        })
+        cls.sol_serv_order_task_in_project = cls.env['sale.order.line'].create({
+            'name': cls.product_task_tree_in_project.name,
+            'product_id': cls.product_task_tree_in_project.id,
+            'product_uom_qty': 1,
+            'product_uom': cls.product_task_tree_in_project.uom_id.id,
+            'price_unit': 150.0,
+            'order_id': cls.sale_order2.id,
+            'tax_id': False,
+        })
+
+    @tagged('-at_install', 'post_install')
+    def test_order_confirmation_simple_template(self):
+        """ Confirming the order should create a task in the global project. """
+        so = self.sale_order1
+        so.action_confirm()
+        sol1 = so.order_line[0]
+        sol2 = so.order_line[1]
+        task1 = sol1.task_id
+        task2 = sol2.task_id
+        self.assertTrue(task1)
+        self.assertTrue(task2)
+        self.assertTrue(self.task1.name in task1.name)
+        self.assertTrue(self.task1.name in task2.name)
+        self.assertTrue(self.task1.planned_hours == task1.planned_hours)
+
+    def test_order_confirmation_tree_template(self):
+        def assert_structure(sol):
+            self.assertTrue(sol.task_id.child_ids and len(sol.task_id.child_ids) == 2)
+            self.assertTrue(self.parent_task.name in sol.task_id.name)
+            self.assertTrue(self.child_task_1.name in sol.task_id.child_ids[0].name)
+            self.assertTrue(self.child_task_2.name in sol.task_id.child_ids[1].name)
+            self.assertTrue(sol.task_id.child_ids[1].child_ids and len(sol.task_id.child_ids.child_ids) == 1)
+            self.assertTrue(self.grandchild_task.name in sol.task_id.child_ids.child_ids[0].name)
+        so = self.sale_order2
+        so.action_confirm()
+        sol1 = so.order_line[0]
+        sol2 = so.order_line[1]
+        assert_structure(sol1)
+        assert_structure(sol2)
+

bemade_fsm/views/equipment.xml

@@ -0,0 +1,95 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Equipment Form View -->
+    <record id="equipment_view_form" model="ir.ui.view">
+        <field name="name">bemade_fsm.equipment.form</field>
+        <field name="model">bemade_fsm.equipment</field>
+        <field name="arch" type="xml">
+            <form string="Equipment">
+                <sheet>
+                    <group>
+                        <group name="left">
+                            <field name="pid_tag"/>
+                            <field name="name"/>
+                            <field name="description"/>
+                            <field name="location_notes"/>
+                        </group>
+                        <group name="right">
+                            <field name="partner_id"/>
+                            <field name="partner_location_id"
+                                   groups="sale.group_delivery_invoice_address"
+                                   context="{'default_type': 'delivery', 'show_address': 1}"
+                                   options='{"always_reload": True}'/>
+                            <field name="tag_ids" widget="many2many_tags" options="{'no_open': False}"/>
+                        </group>
+                    </group>
+<!--                    <notebook>-->
+<!--                        <page string="Interventions">-->
+<!--                            <field name="intervention_ids" mode="tree">-->
+<!--                                <tree string="Interventions" create="0" edit="0">-->
+<!--                                    <field name="name"/>-->
+<!--                                    <field name="description"/>-->
+<!--                                    <field name="date_planned"/>-->
+<!--                                    <field name="state"/>-->
+<!--                                </tree>-->
+<!--                            </field>-->
+<!--                        </page>-->
+<!--                    </notebook>-->
+
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers"/>
+                    <field name="activity_ids" widget="mail_activity"/>
+                    <field name="message_ids" widget="mail_thread"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <record id="equipment_view_tree" model="ir.ui.view">
+        <field name="name">bemade_fsm.equipment.tree</field>
+        <field name="model">bemade_fsm.equipment</field>
+        <field name="arch" type="xml">
+            <tree string="Equipment">
+                <field name="pid_tag"/>
+                <field name="name"/>
+                <field name="description"/>
+                <field name="tag_ids" widget="many2many_tags" options="{'no_open': False}"/>
+                <field name="partner_id"/>
+            </tree>
+        </field>
+    </record>
+
+<!--   BV: AN OTHER SEARCH VIEW TO BRING BACK
+    <record id="equipment_view_search" model="ir.ui.view">
+        <field name="name">bemade_fsm.equipment.search</field>
+        <field name="model">bemade_fsm.equipment</field>
+        <field name="arch" type="xml">
+            <search string="Equipments">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="pid_tag"/>
+                <field name="partner_location_id"/>
+
+                <group expand="0" string="Group By">
+                    <filter string="Partner" context="{'group_by':'partner_id'}"/>
+                    <filter string="Location" context="{'group_by':'partner_location_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+  -->
+
+    <record model="ir.actions.act_window" id="action_window_equipment">
+        <field name="name">Equipment</field>
+        <field name="res_model">bemade_fsm.equipment</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+    <record model="ir.actions.act_window" id="action_window_equipment_tags">
+        <field name="name">Equipment Tag</field>
+        <field name="res_model">bemade_fsm.equipment.tag</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

bemade_fsm/views/menus.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <menuitem id="project_task_template_menu"
+                  name="Task Templates"
+                  parent="project.menu_main_pm"
+                  action="task_template_act_window"
+                  groups="project.group_project_manager,project.group_project_user"/>
+        <menuitem id="service_task_template_meny"
+                  name="Task Templates"
+                  action="task_template_act_window"
+                  parent="industry_fsm.fsm_menu_root"
+                  groups="project.group_project_manager,industry_fsm.group_fsm_manager"/>
+        <menuitem id="menu_service_client"
+                  name="Clients"
+                  sequence="10"
+                  parent="industry_fsm.fsm_menu_root"
+                  groups="industry_fsm.group_fsm_user"/>
+        <menuitem id="menu_service_client_clients"
+                  name="Clients"
+                  action="base.action_partner_customer_form"
+                  sequence="20"
+                  parent="menu_service_client"
+                  groups="industry_fsm.group_fsm_user"/>
+        <menuitem id="menu_service_client_equipment"
+                  name="Client Equipment"
+                  action="action_window_equipment"
+                  sequence="21"
+                  parent="menu_service_client"
+                  groups="industry_fsm.group_fsm_user"/>
+    </data>
+</odoo>

bemade_fsm/views/product_views.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="product_template_form_inherit" model="ir.ui.view">
+            <field name="name">bemade_fsm.product.template.form</field>
+            <field name="model">product.template</field>
+            <field name="inherit_id" ref="sale_project.product_template_form_view_invoice_policy_inherit_sale_project"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='project_id']" position="after">
+                    <field name="task_template_id"
+                           attrs="{'invisible': [('service_tracking', 'not in', ('task_global_project', 'task_in_project'))]}"/>
+                </xpath>
+            </field>
+        </record>
+        <record id="product_search_form_view_inherit_bemade_fsm" model="ir.ui.view">
+            <field name="name">bemade_fsm.product_search_form_view_inherit_bemade_fsm</field>
+            <field name="model">product.product</field>
+            <field name="inherit_id" ref="industry_fsm_sale.product_search_form_view_inherit_fsm_sale"/>
+            <field name="arch" type="xml">
+                <xpath expr="//searchpanel//field[@name='categ_id']" position="attributes">
+                    <attribute name="limit">0</attribute>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

bemade_fsm/views/res_partner.xml

@@ -0,0 +1,70 @@
+<?xml version="1.0"?>
+<odoo>
+    <record id="act_res_partner_2_equipment" model="ir.actions.act_window">
+        <field name="name">Equipments</field>
+        <field name="res_model">bemade_fsm.equipment</field>
+        <field name="view_mode">tree,form</field>
+        <field name="context">{'default_partner_id': active_id}</field>
+        <field name="domain">[("partner_id", "=", active_id)]</field>
+    </record>
+
+    <record id="partner_equipment_location_view_form" model="ir.ui.view">
+        <field name="name">bemade_fsm.partner.equipment.location.form</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='internal_notes']" position="before">
+                <page name="field_service" string="Field Service">
+                    <field name="owned_equipment_ids" invisible="True"/>
+                    <group>
+                        <field name="site_contacts" attrs="{'invisible': [('company_type','=','person')]}">
+                            <tree editable="bottom">
+                                <field name="name" widget="res_partner_many2one"/>
+                                <field name="email" widget="email"/>
+                                <field name="phone" widget="phone"/>
+                                <field name="mobile" widget="phone"/>
+                            </tree>
+                        </field>
+                        <field name="equipment_ids" attrs="{'invisible': [('company_type','=','person')]}">
+                            <tree editable="bottom">
+                                <field name="pid_tag"/>
+                                <field name="name" />
+                                <field name="location_notes"/>
+                                <button name="action_view_equipment"
+                                        type="object"
+                                        string="Details"
+                                        icon="fa-external-link"/>
+                            </tree>
+                        </field>
+                        <field attrs="{'invisible': ['|', ('company_type','=','person'), ('owned_equipment_ids','=',False)]}"
+                               name="owned_equipment_ids">
+                            <tree editable="False">
+                                <field name="pid_tag"/>
+                                <field name="name" />
+                                <field name="partner_location_id" widget="res_partner_many2one"/>
+                                <field name="location_notes"/>
+                            </tree>
+                        </field>
+                        <field name="site_ids"
+                               attrs="{'invisible': [('company_type','=','company')]}">
+                            <tree editable="bottom">
+                                <field name="name" widget="res_partner_many2one" />
+                            </tree>
+                        </field>
+                    </group>
+                </page>
+            </xpath>
+            <div name="button_box" position="inside">
+                <button class="oe_stat_button" type="action" name="%(bemade_fsm.act_res_partner_2_equipment)d"
+                        icon="fa-tachometer">
+                    <field string="Equipments" name="equipment_count" widget="statinfo"/>
+                </button>
+            </div>
+            <field name="lang" position="after">
+            </field>
+            <xpath expr="/form//field[@name='child_ids']/form//field[@name='comment']" position="after">
+                <field name="is_site_contact"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

bemade_fsm/views/task_template_views.xml

@@ -0,0 +1,102 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="task_template_form_view" model="ir.ui.view">
+            <field name="name">bemade_fsm.task_template.form</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <form string="Task Template">
+                    <sheet>
+                        <div class="oe_title">
+                            <label for="name"/>
+                            <h1>
+                                <field name="name" placeholder="Title"/>
+                            </h1>
+                        </div>
+                        <group>
+                            <group>
+                                <field name="project"/>
+                                <field name="assignees" widget="many2many_avatar_user"/>
+                                <field name="parent"/>
+                                <field name="planned_hours"/>
+                            </group>
+                            <group>
+                                <field name="customer"/>
+                                <field name="tags" widget="many2many_tags"/>
+                                <field name="company_id" />
+                            </group>
+                        </group>
+                        <notebook>
+                            <page name="description_page" string="Description">
+                                <field name="description" type="html" options="{'collaborative': true}"/>
+                            </page>
+                            <page name="subtasks_page" string="Subtasks">
+                                <field name="subtasks">
+                                    <tree editable="bottom">
+                                        <field name="sequence" widget="handle"/>
+                                        <field name="name"/>
+                                        <field name="customer"/>
+                                        <field name="assignees" widget="many2many_avatar_user"/>
+                                        <button name="action_open_task" type="object" title="View Task"
+                                                string="View Task" class="btn btn-link pull-right"/>
+                                    </tree>
+                                </field>
+                            </page>
+                        </notebook>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record id="task_template_tree_view" model="ir.ui.view">
+            <field name="name">project.task_template.tree</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <tree string="Task Template">
+                    <field name="name"/>
+                    <field name="assignees" widget="many2many_avatar_user"/>
+                    <field name="project"/>
+                    <field name="parent"/>
+                    <field name="planned_hours"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="task_template_search_view" model="ir.ui.view">
+            <field name="name">project.task_template.search</field>
+            <field name="model">project.task.template</field>
+            <field name="arch" type="xml">
+                <search string="Task Template">
+                    <field name="name"/>
+                    <field name="project"/>
+                    <field name="assignees"/>
+                    <field name="parent"/>
+                    <field name="subtasks"/>
+                    <field name="planned_hours"/>
+                    <group expand="1" string="Group By">
+                        <filter string="Project" name="groupby_project" domain="[]"
+                                context="{'group_by':'project'}"/>
+                        <filter string="Parent Task" name="groupby_parent" domain="[]"
+                                context="{'group_by':'parent'}"/>
+                        <filter string="Customer" name="groupby_customer" domain="[]"
+                                context="{'group_by':'customer'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="task_template_act_window" model="ir.actions.act_window">
+            <field name="name">Task Template</field>
+            <field name="type">ir.actions.act_window</field>
+            <field name="res_model">project.task.template</field>
+            <field name="view_mode">tree,form</field>
+            <field name="help" type="html">
+                <p class="oe_view_nocontent_create">
+                    There are no task templates, click above to create one.
+                </p>
+            </field>
+        </record>
+
+    </data>
+</odoo>

bemade_fsm/views/task_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="bemade_fsm_project_task_form_inherit" model="ir.ui.view">
+            <field name="name">bemade_fsm.project_task.form</field>
+            <field name="model">project.task</field>
+            <field name="inherit_id" ref="project.view_task_form2"/>
+            <field name="priority" eval="8"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='partner_id']" position="after">
+                    <field name="equipment_id" domain="[('partner_location_id','=',partner_id)]"/>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>