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Author SHA1 Message Date
Marc Durepos
fb7b0cb3b6 bemade_fsm: updated translations for FR 2024-01-26 15:53:51 -05:00
Marc Durepos
571c6cccb4 bemade_fsm: add start and end date/time to work order PDF 2024-01-26 15:20:39 -05:00
Marc Durepos
96712b257f bemade_fsm: bug fix for equipment complete_name 2024-01-17 14:59:03 -05:00
Marc Durepos
0f1b45ca81 removed conflict stuff from bemade_fsm manifest 2024-01-15 09:07:39 -05:00
Marc Durepos
3c15d6a5e2 [FIX] bemade_fsm: propagate assignment checkbox on tasks 
Fixes a problem where the propagate assignment checkbox on project
tasks was not effectively propagating task assignment to descendants.

Also added some intelligence around checking / unchecking the box such
that the setting change propagates to children. This allows for
interesting configurations for assignment propagation, such as limiting
propagation only to one level or only starting it at a given level of
subtasks.
 2024-01-10 09:51:06 -05:00
Marc Durepos
45f9490c4d Merge commit '5a006ec3' into 17.0-dev 2024-01-08 09:38:45 -05:00
Marc Durepos
a1e9c305ec bemade_fsm: fixed tests on propagate assignment due to new default. 2024-01-08 09:35:03 -05:00
Marc Durepos
81cfdfa39d bemade_fsm: propagate assignees to false by default. 2024-01-08 09:35:03 -05:00
Marc Durepos
95d2ce5274 bemade_fsm: Propagation of task assignee to subtasks (optional). 2024-01-08 09:34:58 -05:00
Marc Durepos
2643f5007f bemade_fsm: spacing for task from template button, delete js tests. 2024-01-08 09:34:13 -05:00
Marc Durepos
16a45118ea Fixed new task from template wizard to show right default project. 2024-01-08 09:34:13 -05:00
Marc Durepos
ddf0ad80ad bemade_fsm: bug fix in new_task_from_template.py default_get 2024-01-08 09:34:13 -05:00
Marc Durepos
a7965008cc version bump for bemade_fsm 2024-01-08 09:34:12 -05:00
Marc Durepos
294e7e9fec bemade_fsm: Create task from template (from FSM views) 
Adds a button to create a task from a task template to the list view
and kanban view for the project.task when viewed from the FSM
application.
 2024-01-08 09:33:28 -05:00
Marc Durepos
0bb4373d7f bemade_fsm: work for creating tasks directly from templates. 2024-01-08 09:31:39 -05:00
Marc Durepos
92c6c81807 bemade_fsm: fixed tests on propagate assignment due to new default. 2023-12-19 19:09:47 -05:00
Marc Durepos
6d167a4cc1 forward port 15.0 into 16.0 2023-12-19 16:13:45 -05:00
Marc Durepos
165ad8a226 bemade_fsm: propagate assignees to false by default. 2023-12-08 14:01:41 -05:00
Marc Durepos
74ec46382a bemade_fsm: Propagation of task assignee to subtasks (optional). 2023-12-05 15:01:27 -05:00
Marc Durepos
41ef2c1484 bemade_fsm: spacing for task from template button, delete js tests. 2023-12-05 12:23:38 -05:00
Marc Durepos
9ff8934556 Fixed new task from template wizard to show right default project. 2023-12-05 12:11:48 -05:00
Marc Durepos
6ab1bda2b7 bemade_fsm: bug fix in new_task_from_template.py default_get 2023-12-05 11:43:24 -05:00
Marc Durepos
0806bc96f0 version bump for bemade_fsm 2023-12-05 11:19:16 -05:00
Marc Durepos
22936eee1c bemade_fsm: Create task from template (from FSM views) 
Adds a button to create a task from a task template to the list view
and kanban view for the project.task when viewed from the FSM
application.
 2023-12-05 09:58:39 -05:00
Marc Durepos
8af9704b67 bemade_fsm: work for creating tasks directly from templates. 2023-12-05 06:59:51 -05:00
Marc Durepos
81624ea26c bemade_fsm: all tests passing for 16.0 
- Got rid of planned_date_begin and planned_date_end fields. Commented
   out all related code for now. These were fields pending actual
   feature development anyway.
 - Added a product cateogory with income account and expense account to
   the _generate_product common test method. This fixes an error where
   Odoo complained about needing a due date for lines with account type
   = 'asset_receivable'.
 - Rewrote and refactored Task.action_fsm_validate to have it match with
   code from industry_fsm in 16.0.

NOTE: This change depends on code pushed in:
 - sale_workflow [16.0 ba7402471]
 - odoo_addons [16.0 766cd78]
 - PurchasedAddons [16.0 e5e9b7b]
 2023-11-29 20:45:09 -05:00
Marc Durepos
23d7d34e71 Forward-port '15.0' into 16.0 2023-11-29 11:29:35 -05:00
Marc Durepos
272fc34fba bemade_fsm: replace domain with filter for parent task on searche views. 
On all task views in the Field Service app, add a filter to the search
view to show only Parent Tasks (on by default).
 2023-11-29 09:48:21 -05:00
Marc Durepos
47a0ac4176 bemade_fsm: hide completed tasks from To Schedule list 2023-11-23 17:22:08 -05:00
Marc Durepos
7a813d1c76 bemade_fsm: improvements to the task list view 2023-11-23 16:48:07 -05:00
Marc Durepos
87f9d59dc0 bemade_fsm 15.0.1.0.2 - add visits to FSM orders when missing 
All sale orders containing a line that will produce an FSM task,
i.e. lines that are linked to a product of type service and with
service_tracking set to task_global_project, will be processed
to make sure that all such lines fall under a service visit. If
a visit already exists on the SO but lines are not covered by it,
the visit will be promoted to be the top item on the order before
confirmation. Otherwise, a default visit will be added to the top
of the order prior to proceeding with confirmation.
 2023-11-23 16:18:42 -05:00
Marc Durepos
32def36af0 bemade_fsm: copying sale order now copies visits properly. 2023-11-21 12:24:52 -05:00
Marc Durepos
49d00269fa bemade_fsm: translate 'Visit' in visit task title. 2023-11-21 12:24:52 -05:00
Marc Durepos
8b8250ffbb bemade_fsm: completing an FSM tasks completes all its descendants as well. 2023-11-21 12:24:52 -05:00
Marc Durepos
0ddb7c8160 bemade_fsm: fix visit naming on tasks 2023-11-21 12:24:52 -05:00
Marc Durepos
7e3d5663aa Added a test to bemade_fsm. 2023-11-21 12:23:39 -05:00
Benoît Vézina
3ecbac2346 friday fix 2023-11-20 09:33:52 -05:00
Benoît Vézina
bcd039d89c odoo 16 2023-11-16 19:33:53 -05:00
Benoît Vézina
fb301db2b3 for migration 2023-11-16 09:01:22 -05:00
Benoît Vézina
839a2e2d32 split model 2023-11-15 18:49:18 -05:00
Marc Durepos
cf89585fae bemade_fsm: added a test for task template descriptions. Added description to subtask tree on task form view for easier editing by technicians. 2023-10-02 16:27:56 -04:00
Marc Durepos
617abd2067 bemade_addons: for template tasks, don't copy the sale line description if this is a sub-task. 2023-10-02 15:43:45 -04:00
Marc Durepos
399694d692 bemade_fsm: properly set the sequence on task template subtasks. 2023-10-02 15:13:30 -04:00
Marc Durepos
02f380dc91 bemade_fsm: Release 15.0.1 (beta) 
* Added translations for French
 * Removed broken test tours (low value tests, high maintenance cost)
 * Updated version in manifest
 2023-09-18 14:14:16 -04:00
Marc Durepos
632c03ebda bemade_fsm: Printing from a subtask prints the root ancestor. 
Fixes Dur-Pro/bemade-addons#83

Also added some styling to prevent table headers overlapping with table
content when tables run multiple pages. This is due to a rendering bug
in wkhtmltopdf.
 2023-09-18 14:14:16 -04:00
Marc Durepos
853862cde1 bemade_fsm: Improved task naming. Fixes Dur-Pro/bemade-addons#89. 2023-09-18 14:14:16 -04:00
Marc Durepos
83d84a7bfa bemade_fsm: PDF improvements 
* Equipment summary added after the sale line summary.
   Fixes Dur-Pro/bemade-addons#60.
 * Different blocks of the document made conditional to content
 * Improved how tasks and subtasks are rendered
 2023-09-18 14:14:16 -04:00
Marc Durepos
2a5b8dba42 bemade_fsm: remove square brackets from equipment complete name if no tag. 2023-09-18 14:14:16 -04:00
Marc Durepos
4a4214fabb bemade_fsm: added work order number, significant mods to work order PDF. 2023-09-18 14:14:16 -04:00
Marc Durepos
838db389b0 bemade_fsm: further progress on work order PDF. 2023-09-18 14:14:16 -04:00
Marc Durepos
8459ce3673 bemade_fsm: refactor work order report templates to break them into sub-templates for easier modification. 2023-09-18 14:14:16 -04:00
Marc Durepos
4aed4684d5 bemade_fsm: cleaning up template files. 2023-09-18 14:14:16 -04:00
Marc Durepos
a84b9d926a bemade_fsm: Got the "Sign Report" functionality working. 
Found which template to extend to inject our new work order template
into the front-end signature page. Now need to add the timesheets info
with task tree into our template and we should be good to go.

Fixes Dur-Pro/bemade-addons#94
 2023-09-18 14:14:16 -04:00
Marc Durepos
c4fdcd94b3 bemade_fsm: Work order report printing relevant SO lines summary. Re Dur-Pro/bemade-addons#94 2023-09-18 14:14:16 -04:00
Marc Durepos
f157ba3d9b bemade_fsm: Task naming modified to shorten child task names. 
Fixes Dur-Pro/bemade-addons#92
 2023-09-18 14:14:16 -04:00
Marc Durepos
bf45e250a2 bemade_fsm: Marking visit task done doesn't create SO line. 
Added a test to confirm that marking the task associated to a visit
does not create an additional sale order line like it did before.

Fixes Dur-Pro/bemade-addons#93
 2023-09-18 14:14:16 -04:00
Marc Durepos
0980f6fbb3 bemade_fsm: Marking visit task done completes its descendants. 
Re: Dur-Pro/bemade-addons#93
 2023-09-18 14:14:16 -04:00
Marc Durepos
c966af3343 bemade_fsm: Explicitly set user_ids=False on visit task creation. Fixes Dur-Pro/bemade-addons#90 2023-09-18 14:14:16 -04:00
Marc Durepos
9850b9115c bemade_fsm: Due date and initially planned hours on SO confirmation. 
Fixes Dur-Pro/bemade-addons#86 and Dur-Pro/bemade-addons87
 2023-09-18 14:14:16 -04:00
Marc Durepos
83b002e41c bemade_fsm: updates to qweb for pdf of work orders. 2023-09-18 14:14:16 -04:00
Marc Durepos
b367169579 bemade_fsm: updates to PDF for work orders. 2023-09-18 14:14:16 -04:00
Marc Durepos
70d8893178 bemade_fsm: added is_complete to tasks for easier PDF generation. 2023-09-18 14:14:16 -04:00
Marc Durepos
b787f81325 bemade_fsm: Add the beginning of the PDF report for service tasks. 2023-09-18 14:14:16 -04:00
Marc Durepos
29862ccc63 bemade_fsm: remove view override while Odoo get my JS fix onto servers. 2023-09-18 14:14:16 -04:00
Marc Durepos
0462256add bemade_fsm: many upgrades including better calendar view 2023-09-18 14:14:16 -04:00
Marc Durepos
9924f89508 bemade_fsm: updated data to make new stages appear in the FSM project 2023-09-18 14:14:16 -04:00
Marc Durepos
fde8cea071 bemade_fsm: fix in res_partner.py for pad field in domain. 2023-09-18 14:14:16 -04:00
Marc Durepos
dea9d8f54e bemade_fsm: data added for stages and equipment tags. 2023-09-18 14:14:16 -04:00
Marc Durepos
0a7736e55a bemade_fsm: make project.task.allow_billable store=True to un-break Odoo tests. 2023-09-18 14:14:16 -04:00
Marc Durepos
d9595f028c bemade_fsm: Update to ir.model.access.csv to fix duplicate insert. 2023-09-18 14:14:16 -04:00
Marc Durepos
7cadd52fc6 bemade_fsm: tie in with sale_planning to plan SO lines based on task templates. 2023-09-18 14:14:16 -04:00
Marc Durepos
a2d9f37ef2 bemade_fsm: Added logic to use the planned hours from task templates on sale order lines (for planning purposes). Re #11. 2023-09-18 14:14:16 -04:00
Marc Durepos
37aea5c181 bemade_fsm: Visits on sales orders now group created tasks under a common parent. Fixes #72. 2023-09-18 14:14:16 -04:00
Marc Durepos
454656159c bemade_fsm: Equipment to sale order line connection made. Fixes #71. 2023-09-18 14:14:16 -04:00
Marc Durepos
f997215aca bemade_fsm: added many2many relationship to equipment from sale order lines. Set up summary and default equipment_ids from sale order. Ref #71. 2023-09-18 14:14:16 -04:00
Marc Durepos
d2bb29692f Refactored tests. 2023-09-18 14:14:16 -04:00
Marc Durepos
6ae87797b7 [REL] bemade_fsm 15.0.0.3 
\# New Features

     - #67 - Add the ability to specify visit information on service SOs
     - #55 - Technician marking a task done no longer moves it to a
       "delivered" state.
     - #51 - Configure FSM project stages via the module data
     - #54 - Add SO number, customer name and SO line name to the calendar
       view
     - #50 - Add equipment field to task templates

    \# Bug Fixes

     - #5 - Marking subtasks done tried to create a new SO and confirm it.
       This no longer tries to create a new SO.
     - #53 - Site contacts not being auto-filled on sales order after
       selecting the right delivery address. Now made automatic as intended.
 2023-09-18 14:14:16 -04:00
Marc Durepos
843cc938d1 bemade_fsm: Convert task_template.equipment_id to a Many2many field. Fixes #58. 2023-09-18 14:14:16 -04:00
Marc Durepos
2b85408e8d bemade_fsm: test refactoring complete (all passing). 2023-09-18 14:14:16 -04:00
Marc Durepos
3771c36899 bemade_fsm: major refactoring of unit tests completed. Integration tests need rework. 2023-09-18 14:14:16 -04:00
Marc Durepos
1e050584a5 bemade_fsm: major refactoring of tests in progress (broken). 2023-09-18 14:14:16 -04:00
Marc Durepos
2404c7afb2 bemade_fsm: add visits to sale orders. Fixes #66. 2023-09-18 14:14:16 -04:00
Marc Durepos
eea5b54a4f bemade_fsm: added a test for contact setting on SO shipping address change. Fixes #53. 2023-09-18 14:14:16 -04:00
Marc Durepos
6f37902f42 bemade_fsm: add equipment to Task Templates & flow down to tasks on SO. Fixes #50 2023-09-18 14:14:16 -04:00
Marc Durepos
5307ca8580 bemade_fsm: added test for setting proper contacts on SO based on shipping address. 2023-09-18 14:14:16 -04:00
Marc Durepos
281cf6a379 bemade_fsm: Updating SO delivery address correctly changes site contacts, work order recipients and equipment. Fixes #53. 2023-09-18 14:14:16 -04:00
Marc Durepos
8fc8c6ae26 Updated the naming of tasks for FSM. Fixes #54. 2023-09-18 14:14:16 -04:00
Marc Durepos
04c6801c42 bemade_fsm: Added default project stage data re #51. 2023-09-18 14:14:16 -04:00
Marc Durepos
a847f7e9ef bemade_fsm: Renamed button Mark Done on FSM tasks to Mark as Delivered. Wrote tests to address manager vs user cases for the button. Re #55. 2023-09-18 14:14:16 -04:00
Marc Durepos
74e95be281 bemade_fsm: Added logic to prevent child FSM tasks from trying to create sales orders. Fixes #5. 2023-09-18 14:14:16 -04:00
Marc Durepos
4f9a05e05a Update bemade_fsm version to 15.0.0.2.0 for sprint 2 release. 2023-06-29 15:19:12 -04:00
Marc Durepos
d0be20363b bemade_fsm: Linked equipment from sale order to creaed task on SO confirmation. Fixes #48. 2023-06-29 13:26:40 -04:00
Marc Durepos
4065e036ce bemade_fsm: updated actions for the Field Service menu items leading to tasks. Fixes #2. 2023-06-28 16:30:22 -04:00
Marc Durepos
81f8550041 bemade_fsm: Closes #12. Final tests for adding and removing site contacts and work order contacts on SOs and Tasks. 2023-06-27 21:20:59 -04:00
Marc Durepos
98ea96d7ee bemade_fsm: Final confirmation of functionality. Fixes #15. 2023-06-27 20:55:58 -04:00
Marc Durepos
7d84d85980 bemade_fsm: Simplified implementation of equipment to allow for one equipment per sales order. Re #38. 2023-06-27 20:48:12 -04:00
Marc Durepos
653e22d13c Refactoring to views to reuse trees for fsm contacts and equipment. Began remodeling equipment/task relationship (breaks tests). 2023-06-27 16:18:12 -04:00
Marc Durepos
89a09aebb7 bemade_fsm: Added tests and code for site contacts and work order contacts on tasks. 2023-06-27 15:19:50 -04:00
Marc Durepos
cc2d9a6aba Merge missing commits from bemade_fsm into bemade-addons 2023-06-27 13:59:15 -04:00
Marc Durepos
4e95677ae6 Moved into subfolder 2023-06-27 13:54:39 -04:00