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[UPD] README.rst

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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
:alt: License: AGPL-3
.. |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
.. |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
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
: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
the partner's fsm_location is linked to the agreement
Known issues / Roadmap
======================
@@ -58,7 +57,7 @@ Bug Tracker
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.
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.
@@ -108,6 +107,6 @@ Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|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.

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agreement_legal_sale_fieldservice/static/description/index.html
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<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">
/*
@@ -360,101 +360,81 @@ ul.auto-toc {
</style>
</head>
<body>
<div class="document" id="agreement-legal-sale">
<h1 class="title">Agreement Legal Sale</h1>
<div class="document" id="agreement-legal-sale-fieldservice">
<h1 class="title">Agreement Legal Sale Fieldservice</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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<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>Odoo Sales App does not support the management of legal content for agreements
and contracts. It’s also not integrated with the Agreement App.</p>
<p>This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.</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>After creating an Agreement from a Sales Order we need to
link it the Fieldservice Location of the Partner so users do
not have to do so manually.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</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="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
<li><a class="reference internal" href="#usage" id="id1">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="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</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">
<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>
<ul class="simple">
<li>Go to Sales</li>
<li>Create or select a quotation</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>the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices</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>
<li>Confirm the quotation.</li>
<li>An agreement is created and linked to the sales order and
the partner’s fsm_location is linked to the agreement</li>
</ul>
</div>
<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>
</div>
<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>.
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
<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>
</div>
<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">
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
</div>
<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">
<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>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="mailto:support&#64;serpentcs.com">support&#64;serpentcs.com</a>&gt;</li>
</ul>
</div>
<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>
<ul class="simple">
<li>Pavlov Media</li>
<li>Amplex Internet</li>
<li>Open Source Integrators</li>
</ul>
</div>
<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>
<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
@@ -462,7 +442,7 @@ mission is to support the collaborative development of Odoo features and
promote its widespread use.</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>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>
</div>
</div>