TechnoLibre/bemade-addons
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Author SHA1 Message Date
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
Marc Durepos
825080129f bemade_fsm: Added test skeleton for upcoming features. 2023-06-27 11:24:00 -04:00