Merge pull request #513 from SerpentConsultingServices/13.0-MIG-field…

…service

[13.0][MIG] fieldservice

fieldservice/README.rst

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+=============
+Field Service
+=============
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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/13.0/fieldservice
+    :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-13-0/field-service-13-0-fieldservice
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/264/13.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module is the base of the Field Service application in Odoo.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+The base Field Service module can be used with minimal initial configuration.
+It also allows for many advanced features, which require a more in-depth
+configuration.
+
+Order Stages
+~~~~~~~~~~~~
+
+The stage of an order is used to monitor its progress. Stages can be configured
+based on your company's specific business needs. A basic set of order stages
+comes pre-configured for use.
+
+#. Go to *Field Service > Configuration > Stages*
+#. Create or edit a stage
+#. Set the name for the stage.
+#. Set the sequence order for the stage.
+#. Select *Order* type to apply this stage to your orders.
+#. Additonally, you can set a color for the stage.
+
+Field Service Areas
+~~~~~~~~~~~~~~~~~~~
+
+You can manage designated areas or locales for your field service workers,
+salesmen, and other resources. For example, salesmen may serve a particular
+Territory. There may be multiple Territories served by a single Branch office
+location. Multiple Branches are managed within a District and these Districts
+are managed under an encompassing Region.
+
+Setup a Territory
+-----------------
+
+#. Go to Settings > Users & Companies > Territories*
+#. Create or select a territory
+#. Set the territory Name and description
+#. Select or create a branch which this territory serves
+#. Choose a type of zip, country whichs defines the boundary used
+#. Input a list of zip codes, countries based on your desired
+   configuration
+
+Setup Branches, Districts, and Regions
+--------------------------------------
+
+If your business requires, define your Branches, Districts, and Regions.
+These are found under *Field Service > Configuration > Locations*
+
+Advanced Configurations
+~~~~~~~~~~~~~~~~~~~~~~~
+
+Additional features, automations, and GeoEngine features can be enabled in
+the General Settings panel for Field Service.
+
+#. Go to *Field Service > Configuration > Settings*
+#. Enable additional options
+#. Configure new options
+
+Manage Teams
+------------
+
+Teams can be used to organize the processing of field service orders into
+groups. Different teams may have different workflows that a field service
+order needs to follow.
+
+#. Go to *Field Service > Configuration > Workers > Teams*
+#. Create or select a team
+#. Set the team name, description, and sequence
+
+You can now define custom stages for each team processing orders.
+
+#. Go to *Field Service > Configuration > Stages*
+#. Create or edit a stage
+#. Select the teams for which this stage should be used
+
+Manage Categories
+-----------------
+
+Categories are used to group workers and the type of orders a worker can do.
+
+#. Go to *Field Service > Configuration > Workers > Categories*
+#. Create or select a category
+#. Set the name and description of category
+#. Additionally, you can select a parent category if required
+
+Manage Tags
+-----------
+
+Tags can be used to filter and report on field service orders
+
+#. Go to *Field Service > Configuration > Orders > Tags*
+#. Create or select a tag
+#. Set the tag name
+#. Set a color index for the tag
+
+Manage Order Templates
+----------------------
+
+Order templates allow you to create standard templates for your orders.
+
+#. Go to *Field Service > Master Data > Templates*
+#. Create or select a template
+#. Set the name
+#. Set the standard order instructions
+
+Usage
+=====
+
+To use this module, you need to:
+
+Add Field Service Locations
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Locations are the specific places where a field service order is performed.
+
+#. Go to *Field Service > Master Data > Locations*
+#. Create a location
+
+Add Field Service Workers
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Workers are the people responsible for performing a field service order.
+These workers may be subcontractors or a company's own employees.
+
+#. Go to *Field Service > Master Data > Workers*
+#. Create a worker
+
+Process Orders
+~~~~~~~~~~~~~~
+
+Once you have established your data, you can begin processing field service
+orders.
+
+#. Go to *Field Service > Dashboard > Orders*
+#. Create or select an order
+#. Enter relevant details for the order
+#. Process order through each stage as defined by your business requirements
+
+Known issues / Roadmap
+======================
+
+The roadmap of the Field Service application is documented on
+`Github <https://github.com/OCA/field-service/issues/1>`_.
+
+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%0Aversion:%2013.0%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
+~~~~~~~~~~~~
+
+* Wolfgang Hall <whall@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
+* Steve Campbell <scampbell@opensourceintegrators.com>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Michael Allen <mallen@opensourceintegrators.com>
+* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
+* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
+* Brian McMaster <brian@mcmpest.com>
+* Raphaël Reverdy <raphael.reverdy@akretion.com>
+
+Other credits
+~~~~~~~~~~~~~
+
+The development of this module has been financially supported by:
+
+* Open Source Integrators <https://opensourceintegrators.com>
+
+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
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-wolfhall| |maintainer-max3903| 
+
+This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/13.0/fieldservice>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

fieldservice/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizard

fieldservice/__manifest__.py

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+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Field Service",
+    "summary": "Manage Field Service Locations, Workers and Orders",
+    "version": "13.0.1.0.0",
+    "license": "AGPL-3",
+    "category": "Field Service",
+    "author": "Open Source Integrators, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/field-service",
+    "depends": [
+        "base_territory",
+        "base_geolocalize",
+        "resource",
+        "contacts",
+        "partner_fax",
+    ],
+    "data": [
+        "data/ir_sequence.xml",
+        "data/mail_message_subtype.xml",
+        "data/module_category.xml",
+        "data/fsm_stage.xml",
+        "data/fsm_team.xml",
+        "security/res_groups.xml",
+        "security/ir.model.access.csv",
+        "security/ir_rule.xml",
+        "report/fsm_order_report_template.xml",
+        "views/res_config_settings.xml",
+        "views/res_territory.xml",
+        "views/fsm_stage.xml",
+        "views/fsm_tag.xml",
+        "views/res_partner.xml",
+        "views/fsm_location.xml",
+        "views/fsm_location_person.xml",
+        "views/fsm_person.xml",
+        "views/fsm_order.xml",
+        "views/fsm_order_type.xml",
+        "views/fsm_category.xml",
+        "views/fsm_equipment.xml",
+        "views/fsm_template.xml",
+        "views/fsm_team.xml",
+        "views/fsm_order_type.xml",
+        "views/menu.xml",
+        "wizard/fsm_wizard.xml",
+    ],
+    "demo": [
+        "demo/fsm_demo.xml",
+        "demo/fsm_equipment.xml",
+        "demo/fsm_location.xml",
+        "demo/fsm_person.xml",
+    ],
+    "application": True,
+    "development_status": "Beta",
+    "maintainers": ["wolfhall", "max3903"],
+}

fieldservice/data/fsm_stage.xml

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+<odoo noupdate="1">
+    <record id="fsm_stage_new" model="fsm.stage">
+        <field name="name">New</field>
+        <field name="sequence">10</field>
+        <field name="is_default">True</field>
+        <field name="stage_type">order</field>
+        <field name="custom_color">#ECF0F1</field>
+    </record>
+    <record id="fsm_stage_completed" model="fsm.stage">
+        <field name="name">Completed</field>
+        <field name="sequence">80</field>
+        <field name="stage_type">order</field>
+        <field name="is_closed">True</field>
+        <field name="is_default">True</field>
+        <field name="custom_color">#7F8C8D</field>
+    </record>
+    <record id="fsm_stage_cancelled" model="fsm.stage">
+        <field name="name">Cancelled</field>
+        <field name="sequence">100</field>
+        <field name="fold">True</field>
+        <field name="stage_type">order</field>
+        <field name="is_closed">True</field>
+        <field name="is_default">True</field>
+        <field name="custom_color">#1C2833</field>
+    </record>
+</odoo>

fieldservice/data/fsm_team.xml

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+<odoo noupdate="1">
+    <record id="fsm_team_default" model="fsm.team">
+        <field name="name">Default Team</field>
+    </record>
+</odoo>

fieldservice/data/ir_sequence.xml

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+<odoo noupdate="1">
+    <!-- Sequence for fsm.order -->
+    <record id="seq_fsm_order" model="ir.sequence">
+        <field name="name">FSM Order</field>
+        <field name="code">fsm.order</field>
+        <field name="prefix">FO</field>
+        <field name="padding">3</field>
+        <field name="company_id" eval="False" />
+    </record>
+</odoo>