Commit graph

92 commits

Author SHA1 Message Date
Marc Durepos
ddd8ea2a82 Aesthetic updates to FSM. 2024-02-26 15:08:14 -05:00
Marc Durepos
45348a2b23 bemade_fsm: small style change to work order pdf 2024-02-13 13:15:31 -05:00
Marc Durepos
8f99c504bd Fix some styling on report prior to going live. 2024-02-13 12:52:49 -05:00
Marc Durepos
59eb7e2239 bemade_fsm: significant changes to work order report
- Remove date from main title heading (only in planned start)
- Add customer PO number under main heading
- Remove technician assignment info (only in timesheets)
- Add table for timesheet entries
- Remove time from time and materials section
- Hide visit section headers from materials section
- Add a section for showing the description of the visit task
- Add some <hr> elements for better visual separation
2024-02-13 12:26:13 -05:00
Marc Durepos
095160db5f bemade_fsm: add spacing in header section 2024-02-12 21:25:04 -05:00
Marc Durepos
6684a95791 bemade_fsm: fix h1 section in work order report 2024-02-12 21:12:06 -05:00
Marc Durepos
83f31d31c5 bemade_fsm: fix to report title bug 2024-02-12 20:59:08 -05:00
Marc Durepos
5f414db909 bemade_fsm: update work order titles to match new specs 2024-02-12 17:02:56 -05:00
Marc Durepos
8b1d9c0aa9 bemade_fsm: fixed tests on propagate assignment due to new default. 2024-02-05 12:36:19 -05:00
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
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
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
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
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