Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
9 changes: 4 additions & 5 deletions fieldservice/README.rst
Original file line number Diff line number Diff line change
@@ -1,7 +1,3 @@
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=============
Field Service
=============
Expand All @@ -17,7 +13,7 @@ Field Service
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
.. |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
Expand Down Expand Up @@ -224,6 +220,9 @@ Contributors

- Nils Coenen <nils.coenen@nico-solutions.de>
- Alex Comba <alex.comba@agilebg.com>
- `Binhex <https://www.binhex.cloud>`__:

- Edilio Escalona Almira e.escalona@binhex.cloud

Other credits
-------------
Expand Down
2 changes: 2 additions & 0 deletions fieldservice/readme/CONTRIBUTORS.md
Original file line number Diff line number Diff line change
Expand Up @@ -14,3 +14,5 @@
- Víctor Martínez
- Nils Coenen \<<nils.coenen@nico-solutions.de>\>
- Alex Comba \<<alex.comba@agilebg.com>\>
- [Binhex](https://www.binhex.cloud):
- Edilio Escalona Almira <e.escalona@binhex.cloud>
60 changes: 29 additions & 31 deletions fieldservice/static/description/index.html
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>README.rst</title>
<title>Field Service</title>
<style type="text/css">

/*
Expand Down Expand Up @@ -360,21 +360,16 @@
</style>
</head>
<body>
<div class="document">
<div class="document" id="field-service">
<h1 class="title">Field Service</h1>


<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
</a>
<div class="section" id="field-service">
<h1>Field Service</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:032a4ce9dd715b71ba4e2bd86a445f039a7bbce36c7d62d087cb1c86c5db90c2
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/field-service/tree/18.0/fieldservice"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/field-service-18-0/field-service-18-0-fieldservice"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/field-service&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/field-service/tree/18.0/fieldservice"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/field-service-18-0/field-service-18-0-fieldservice"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/field-service&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module is the base of the Field Service application in Odoo.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
Expand Down Expand Up @@ -413,12 +408,12 @@ <h1>Field Service</h1>
</ul>
</div>
<div class="section" id="configuration">
<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>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.</p>
<div class="section" id="order-stages">
<h3><a class="toc-backref" href="#toc-entry-2">Order Stages</a></h3>
<h2><a class="toc-backref" href="#toc-entry-2">Order Stages</a></h2>
<p>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.</p>
Expand All @@ -432,14 +427,14 @@ <h3><a class="toc-backref" href="#toc-entry-2">Order Stages</a></h3>
</ol>
</div>
<div class="section" id="field-service-areas">
<h3><a class="toc-backref" href="#toc-entry-3">Field Service Areas</a></h3>
<h2><a class="toc-backref" href="#toc-entry-3">Field Service Areas</a></h2>
<p>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.</p>
<div class="section" id="setup-a-territory">
<h4><a class="toc-backref" href="#toc-entry-4">Setup a Territory</a></h4>
<h3><a class="toc-backref" href="#toc-entry-4">Setup a Territory</a></h3>
<ol class="arabic simple">
<li>Go to Settings &gt; Users &amp; Companies &gt; Territories*</li>
<li>Create or select a territory</li>
Expand All @@ -451,13 +446,13 @@ <h4><a class="toc-backref" href="#toc-entry-4">Setup a Territory</a></h4>
</ol>
</div>
<div class="section" id="setup-branches-districts-and-regions">
<h4><a class="toc-backref" href="#toc-entry-5">Setup Branches, Districts, and Regions</a></h4>
<h3><a class="toc-backref" href="#toc-entry-5">Setup Branches, Districts, and Regions</a></h3>
<p>If your business requires, define your Branches, Districts, and Regions.
These are found under <em>Field Service &gt; Configuration &gt; Locations</em></p>
</div>
</div>
<div class="section" id="advanced-configurations">
<h3><a class="toc-backref" href="#toc-entry-6">Advanced Configurations</a></h3>
<h2><a class="toc-backref" href="#toc-entry-6">Advanced Configurations</a></h2>
<p>Additional features, automations, and GeoEngine features can be enabled
in the General Settings panel for Field Service.</p>
<ol class="arabic simple">
Expand All @@ -466,7 +461,7 @@ <h3><a class="toc-backref" href="#toc-entry-6">Advanced Configurations</a></h3>
<li>Configure new options</li>
</ol>
<div class="section" id="manage-teams">
<h4><a class="toc-backref" href="#toc-entry-7">Manage Teams</a></h4>
<h3><a class="toc-backref" href="#toc-entry-7">Manage Teams</a></h3>
<p>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.</p>
Expand All @@ -483,7 +478,7 @@ <h4><a class="toc-backref" href="#toc-entry-7">Manage Teams</a></h4>
</ol>
</div>
<div class="section" id="manage-categories">
<h4><a class="toc-backref" href="#toc-entry-8">Manage Categories</a></h4>
<h3><a class="toc-backref" href="#toc-entry-8">Manage Categories</a></h3>
<p>Categories are used to group workers and the type of orders a worker can
do.</p>
<ol class="arabic simple">
Expand All @@ -494,7 +489,7 @@ <h4><a class="toc-backref" href="#toc-entry-8">Manage Categories</a></h4>
</ol>
</div>
<div class="section" id="manage-tags">
<h4><a class="toc-backref" href="#toc-entry-9">Manage Tags</a></h4>
<h3><a class="toc-backref" href="#toc-entry-9">Manage Tags</a></h3>
<p>Tags can be used to filter and report on field service orders</p>
<ol class="arabic simple">
<li>Go to <em>Field Service &gt; Configuration &gt; Orders &gt; Tags</em></li>
Expand All @@ -504,7 +499,7 @@ <h4><a class="toc-backref" href="#toc-entry-9">Manage Tags</a></h4>
</ol>
</div>
<div class="section" id="manage-order-templates">
<h4><a class="toc-backref" href="#toc-entry-10">Manage Order Templates</a></h4>
<h3><a class="toc-backref" href="#toc-entry-10">Manage Order Templates</a></h3>
<p>Order templates allow you to create standard templates for your orders.</p>
<ol class="arabic simple">
<li>Go to <em>Field Service &gt; Master Data &gt; Templates</em></li>
Expand All @@ -516,10 +511,10 @@ <h4><a class="toc-backref" href="#toc-entry-10">Manage Order Templates</a></h4>
</div>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#toc-entry-11">Usage</a></h2>
<h1><a class="toc-backref" href="#toc-entry-11">Usage</a></h1>
<p>To use this module, you need to:</p>
<div class="section" id="add-field-service-locations">
<h3><a class="toc-backref" href="#toc-entry-12">Add Field Service Locations</a></h3>
<h2><a class="toc-backref" href="#toc-entry-12">Add Field Service Locations</a></h2>
<p>Locations are the specific places where a field service order is
performed.</p>
<ol class="arabic simple">
Expand All @@ -528,7 +523,7 @@ <h3><a class="toc-backref" href="#toc-entry-12">Add Field Service Locations</a><
</ol>
</div>
<div class="section" id="add-field-service-workers">
<h3><a class="toc-backref" href="#toc-entry-13">Add Field Service Workers</a></h3>
<h2><a class="toc-backref" href="#toc-entry-13">Add Field Service Workers</a></h2>
<p>Workers are the people responsible for performing a field service order.
These workers may be subcontractors or a company’s own employees.</p>
<ol class="arabic simple">
Expand All @@ -537,7 +532,7 @@ <h3><a class="toc-backref" href="#toc-entry-13">Add Field Service Workers</a></h
</ol>
</div>
<div class="section" id="process-orders">
<h3><a class="toc-backref" href="#toc-entry-14">Process Orders</a></h3>
<h2><a class="toc-backref" href="#toc-entry-14">Process Orders</a></h2>
<p>Once you have established your data, you can begin processing field
service orders.</p>
<ol class="arabic simple">
Expand All @@ -550,28 +545,28 @@ <h3><a class="toc-backref" href="#toc-entry-14">Process Orders</a></h3>
</div>
</div>
<div class="section" id="known-issues-roadmap">
<h2><a class="toc-backref" href="#toc-entry-15">Known issues / Roadmap</a></h2>
<h1><a class="toc-backref" href="#toc-entry-15">Known issues / Roadmap</a></h1>
<p>The roadmap of the Field Service application is documented on
<a class="reference external" href="https://github.com/OCA/field-service/issues/1">Github</a>.</p>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-16">Bug Tracker</a></h2>
<h1><a class="toc-backref" href="#toc-entry-16">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/field-service/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-17">Credits</a></h2>
<h1><a class="toc-backref" href="#toc-entry-17">Credits</a></h1>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-18">Authors</a></h3>
<h2><a class="toc-backref" href="#toc-entry-18">Authors</a></h2>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-19">Contributors</a></h3>
<h2><a class="toc-backref" href="#toc-entry-19">Contributors</a></h2>
<ul class="simple">
<li>Wolfgang Hall &lt;<a class="reference external" href="mailto:whall&#64;opensourceintegrators.com">whall&#64;opensourceintegrators.com</a>&gt;</li>
<li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
Expand All @@ -591,17 +586,21 @@ <h3><a class="toc-backref" href="#toc-entry-19">Contributors</a></h3>
</li>
<li>Nils Coenen &lt;<a class="reference external" href="mailto:nils.coenen&#64;nico-solutions.de">nils.coenen&#64;nico-solutions.de</a>&gt;</li>
<li>Alex Comba &lt;<a class="reference external" href="mailto:alex.comba&#64;agilebg.com">alex.comba&#64;agilebg.com</a>&gt;</li>
<li><a class="reference external" href="https://www.binhex.cloud">Binhex</a>:<ul>
<li>Edilio Escalona Almira <a class="reference external" href="mailto:e.escalona&#64;binhex.cloud">e.escalona&#64;binhex.cloud</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="other-credits">
<h3><a class="toc-backref" href="#toc-entry-20">Other credits</a></h3>
<h2><a class="toc-backref" href="#toc-entry-20">Other credits</a></h2>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Open Source Integrators &lt;<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-21">Maintainers</a></h3>
<h2><a class="toc-backref" href="#toc-entry-21">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
Expand All @@ -616,6 +615,5 @@ <h3><a class="toc-backref" href="#toc-entry-21">Maintainers</a></h3>
</div>
</div>
</div>
</div>
</body>
</html>
2 changes: 1 addition & 1 deletion fieldservice/views/fsm_order.xml
Original file line number Diff line number Diff line change
Expand Up @@ -339,7 +339,7 @@
<separator />
<field
name="name"
filter_domain="['|', ('name', 'ilike', self), ('name', '=like', str(self) + '%')]"
filter_domain="['|', ('name', 'ilike', self), ('name', '=like', self + '%')]"
string="FSM Order Name"
/>
<field name="location_id" />
Expand Down
Loading