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agreement_legal_sale_fieldservice/README.rst
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@@ -14,10 +14,10 @@ Agreement Legal Sale Fieldservice
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3 :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
:target: https://github.com/OCA/contract/tree/12.0/agreement_legal_sale :target: https://github.com/OCA/contract/tree/12.0/agreement_legal_sale_fieldservice
:alt: OCA/contract :alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale :target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale_fieldservice
:alt: Translate me on Weblate :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/110/12.0 :target: https://runbot.odoo-community.org/runbot/110/12.0
@@ -46,7 +46,6 @@ To use this module:
* An agreement is created and linked to the sales order and * An agreement is created and linked to the sales order and
the partner's fsm_location is linked to the agreement the partner's fsm_location is linked to the agreement
Known issues / Roadmap Known issues / Roadmap
====================== ======================
@@ -58,7 +57,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
In case of trouble, please check there if your issue has already been reported. 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 If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. `feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale_fieldservice%0Aversion:%2012.0%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. Do not contact contributors directly about support or help with technical issues.
@@ -108,6 +107,6 @@ Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-osi-scampbell| |maintainer-max3903| |maintainer-osi-scampbell| |maintainer-max3903|
This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal_sale>`_ project on GitHub. This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal_sale_fieldservice>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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agreement_legal_sale_fieldservice/static/description/index.html
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<head> <head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> <meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<title>Agreement Legal Sale</title> <title>Agreement Legal Sale Fieldservice</title>
<style type="text/css"> <style type="text/css">
/* /*
@@ -360,101 +360,81 @@ ul.auto-toc {
</style> </style>
</head> </head>
<body> <body>
<div class="document" id="agreement-legal-sale"> <div class="document" id="agreement-legal-sale-fieldservice">
<h1 class="title">Agreement Legal Sale</h1> <h1 class="title">Agreement Legal Sale Fieldservice</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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" href="https://github.com/OCA/contract/tree/12.0/agreement_legal_sale"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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" href="https://github.com/OCA/contract/tree/12.0/agreement_legal_sale_fieldservice"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale_fieldservice"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Odoo Sales App does not support the management of legal content for agreements <p>After creating an Agreement from a Sales Order we need to
and contracts. It’s also not integrated with the Agreement App.</p> link it the Fieldservice Location of the Partner so users do
<p>This module is for companies that needs their customer to sign an agreement not have to do so manually.</p>
with all the legal information based on the selected agreement template.</p>
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id2">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>To configure this module:</p>
<ul class="simple">
<li>Go to Agreement &gt; Configuration &gt; Templates</li>
<li>Create a new template with sections and clauses and their respective content</li>
<li>Go to Agreement &gt; Configuration &gt; Stages</li>
<li>Create and reorder stages to match your process</li>
</ul>
</div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1> <h1><a class="toc-backref" href="#id1">Usage</a></h1>
<p>To use this module:</p> <p>To use this module:</p>
<ul class="simple"> <ul class="simple">
<li>Go to Sales</li> <li>Go to Sales</li>
<li>Create or select a quotation</li> <li>Create or select a quotation</li>
<li>Set the agreement template and add some products</li> <li>Set the agreement template and add some products</li>
<li>Confirm the quotation. An agreement is created and linked to the sales order:<ul> <li>Confirm the quotation.</li>
<li>the agreement template is copied into an agreement with a copy of the <li>An agreement is created and linked to the sales order and
sections, clauses, recitals and appendices</li> the partner’s fsm_location is linked to the agreement</li>
<li>all the sales order lines are added as agreement lines</li>
<li>the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement</li>
<li>the customer information is set from the sales order</li>
<li>the eventual analytic account linked to the sales order is set on the agreement</li>
<li>the agreement is linked to the sales order and vice versa</li>
</ul>
</li>
</ul> </ul>
</div> </div>
<div class="section" id="known-issues-roadmap"> <div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> <h1><a class="toc-backref" href="#id2">Known issues / Roadmap</a></h1>
<p>The roadmap is documented on <a class="reference external" href="https://github.com/OCA/contract/issues">https://github.com/OCA/contract/issues</a>.</p> <p>The roadmap is documented on <a class="reference external" href="https://github.com/OCA/contract/issues">https://github.com/OCA/contract/issues</a>.</p>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. 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 If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale_fieldservice%0Aversion:%2012.0%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> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1> <h1><a class="toc-backref" href="#id4">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2> <h2><a class="toc-backref" href="#id5">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Open Source Integrators</li> <li>Open Source Integrators</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2> <h2><a class="toc-backref" href="#id6">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Steven Campbell &lt;<a class="reference external" href="mailto:scampbell&#64;opensourceintegrators.com">scampbell&#64;opensourceintegrators.com</a>&gt;</li> <li>Steven Campbell &lt;<a class="reference external" href="mailto:scampbell&#64;opensourceintegrators.com">scampbell&#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> <li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
<li>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="mailto:support&#64;serpentcs.com">support&#64;serpentcs.com</a>&gt;</li>
</ul> </ul>
</div> </div>
<div class="section" id="other-credits"> <div class="section" id="other-credits">
<h2><a class="toc-backref" href="#id8">Other credits</a></h2> <h2><a class="toc-backref" href="#id7">Other credits</a></h2>
<p>The development of this module has been financially supported by:</p> <p>The development of this module has been financially supported by:</p>
<ul class="simple"> <ul class="simple">
<li>Pavlov Media</li> <li>Amplex Internet</li>
<li>Open Source Integrators</li> <li>Open Source Integrators</li>
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id9">Maintainers</a></h2> <h2><a class="toc-backref" href="#id8">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <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" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
@@ -462,7 +442,7 @@ mission is to support the collaborative development of Odoo features and
promote its widespread use.</p> promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/osi-scampbell"><img alt="osi-scampbell" src="https://github.com/osi-scampbell.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p> <p><a class="reference external" href="https://github.com/osi-scampbell"><img alt="osi-scampbell" src="https://github.com/osi-scampbell.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/12.0/agreement_legal_sale">OCA/contract</a> project on GitHub.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/12.0/agreement_legal_sale_fieldservice">OCA/contract</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div> </div>
</div> </div>