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[18.0][MIG] fieldservice_account_analytic #1226

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[18.0][MIG] fieldservice_account_analytic #1226

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EdgarRetes
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@max3903 max3903 added this to the 18.0 milestone Oct 16, 2024
@max3903 max3903 self-assigned this Oct 16, 2024
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max3903 commented Oct 16, 2024

/ocabot migration fieldservice_account_analytic

@OCA-git-bot OCA-git-bot mentioned this pull request Oct 16, 2024
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@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch from d3e562e to d48f879 Compare November 5, 2024 20:16
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max3903 commented Nov 15, 2024

/ocabot migration fieldservice_account_analytic

@max3903 max3903 changed the title [18.0][MIG]fieldservice_account_analytic [18.0][MIG] fieldservice_account_analytic Nov 15, 2024
@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch 4 times, most recently from 923c972 to 6a59d33 Compare November 20, 2024 16:37
brian10048 and others added 17 commits November 22, 2024 16:10
@brian10048 @EdgarRetes
[IMP] fieldservice_account: Simplify module
81ba013 
- This change removes most of the invoicing logic from fieldservice_account and puts it into its own module
@hparfr @EdgarRetes
Clean up customer_id (billing), cost and change link between account_…
d043d31 
…invoice* and fsm_order
@hparfr @EdgarRetes
add missing files
1b89997
@brian10048 @EdgarRetes
[FIX] fieldservice_account: tests and travis
c8682b1
@brian10048 @EdgarRetes
[IMP] fieldservice_account: Update maintainers
50e150c
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.2.0.2
7ac7864
@osi-scampbell @EdgarRetes
[IMP] Analytic Account Company Dependant
6dbb378
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.2.1.0
32c885b
@murtuzasaleh @EdgarRetes
[12.0][IMP] fieldservice
c2dc970
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.3.0.0
c8d1138
@osi-scampbell @EdgarRetes
[IMP] Set Default Customer
aa56db2 
[IMP] Move Method Up

[IMP] api.model + space

[IMP] fsm_parent_id

[FIX] Typo
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.3.1.0
1a59dc7
@osi-scampbell @EdgarRetes
[DEL] Remove fsm_location_person.py
d37796f
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.3.2.0
8b549e7
@osi-scampbell @EdgarRetes
[IMP] Filter Location/Contact
8ddf317 
[IMP] Remove Unused Import

[IMP] Github Comments

[IMP] Add FSM to Variable
@OCA-git-bot @EdgarRetes
fieldservice_account_analytic 12.0.3.3.0
6a95ad6
@murtuzasaleh @EdgarRetes
[WIP][13.0][MIG] Fix Travis
a50f6f8
murtuzasaleh and others added 23 commits November 22, 2024 16:10
@murtuzasaleh @EdgarRetes
[IMP] Improved code.
b825e29
@Freni-OSI @EdgarRetes
[14.0][MIG] fieldservice_account_analytic
d8d055d
@tate11 @EdgarRetes
Added translation using Weblate (Turkish)
11f9478
@ibuioli @EdgarRetes
Translated using Weblate (Spanish (Argentina))
ff09f9a 
Currently translated at 100.0% (25 of 25 strings)

Translation: field-service-14.0/field-service-14.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-14-0/field-service-14-0-fieldservice_account_analytic/es_AR/
@tate11 @EdgarRetes
Translated using Weblate (Turkish)
c0abc11 
Currently translated at 76.0% (19 of 25 strings)

Translation: field-service-14.0/field-service-14.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-14-0/field-service-14-0-fieldservice_account_analytic/tr/
@marcos-mendez @EdgarRetes
Translated using Weblate (Portuguese (Brazil))
5af49c2 
Currently translated at 100.0% (25 of 25 strings)

Translation: field-service-14.0/field-service-14.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-14-0/field-service-14-0-fieldservice_account_analytic/pt_BR/
@Freni-OSI @EdgarRetes
[15.0][FIX] Travis
8a49f71
@Freni-OSI @EdgarRetes
[15.0][MIG] fieldservice_account_analytic
20c23a8
@mymage @EdgarRetes
Added translation using Weblate (Italian)
d1f1ece
@mymage @EdgarRetes
Translated using Weblate (Italian)
0474574 
Currently translated at 100.0% (21 of 21 strings)

Translation: field-service-15.0/field-service-15.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-15-0/field-service-15-0-fieldservice_account_analytic/it/
@ibuioli @EdgarRetes
Translated using Weblate (Spanish (Argentina))
ceab2ce 
Currently translated at 100.0% (21 of 21 strings)

Translation: field-service-15.0/field-service-15.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-15-0/field-service-15-0-fieldservice_account_analytic/es_AR/
@douglascstd @EdgarRetes
Translated using Weblate (Portuguese (Brazil))
f02aff4 
Currently translated at 95.2% (20 of 21 strings)

Translation: field-service-15.0/field-service-15.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-15-0/field-service-15-0-fieldservice_account_analytic/pt_BR/
@EdgarRetes
[MIG] fieldservice_account_analytic: Migration to 16.0
50653db
@EdgarRetes
[UPD] Update fieldservice_account_analytic.pot
1c2ea6e
@OCA-git-bot @EdgarRetes
[BOT] post-merge updates
eed08a5
@Ivorra78 @EdgarRetes
Translated using Weblate (Spanish)
2943748 
Currently translated at 100.0% (21 of 21 strings)

Translation: field-service-16.0/field-service-16.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-16-0/field-service-16-0-fieldservice_account_analytic/es/
@adrianojprado @EdgarRetes
Translated using Weblate (Portuguese (Brazil))
2721690 
Currently translated at 100.0% (21 of 21 strings)

Translation: field-service-16.0/field-service-16.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-16-0/field-service-16-0-fieldservice_account_analytic/pt_BR/
@mymage @EdgarRetes
Translated using Weblate (Italian)
57c1660 
Currently translated at 100.0% (21 of 21 strings)

Translation: field-service-16.0/field-service-16.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-16-0/field-service-16-0-fieldservice_account_analytic/it/
@peluko00 @EdgarRetes
[IMP] fieldservice_account_analytic: pre-commit auto fixes
e532f85
@peluko00 @EdgarRetes
[MIG] fieldservice_account_analytic: Migration to 17.0
83b057c
@EdgarRetes
[UPD] Update fieldservice_account_analytic.pot
d883304
@OCA-git-bot @EdgarRetes
[BOT] post-merge updates
29b38c9
@weblate @EdgarRetes
Update translation files
8821eba 
Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: field-service-17.0/field-service-17.0-fieldservice_account_analytic
Translate-URL: https://translation.odoo-community.org/projects/field-service-17-0/field-service-17-0-fieldservice_account_analytic/
@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch from 6a59d33 to 50d20bf Compare November 22, 2024 22:11
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@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch from 50d20bf to 4a17d52 Compare November 22, 2024 22:42
max3903
max3903 reviewed Nov 23, 2024
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fieldservice_account_analytic/readme/USAGE.md
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@max3903 max3903 Nov 23, 2024 •
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Suggested change
* Go to Field Service > Master Data > Locations
* Create or select a location
* Go to the Accounting tab
* Select a new or existing analytic account
* Go to Field Service> Operations > All Orders
* Create or select an order
* Select a location
* Go to the Accounting tab
* Add subcontractor costs
* Complete and invoice the order

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max3903 commented Nov 23, 2024 •
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@EdgarRetes We need to create 3 analytic plans:

  • FSM Orders
  • FSM Locations
  • FSM Routes

and:

  • Create a new account in the FSM Orders plan for each order
  • Create a new account in the FSM Locations plan for each location
  • CReate a new account in the FSM Routes plan for each route

When creating the customer invoice, vendor bill line or timesheet entry, we need to set the corresponding analytic account in each plan.

We also need to activate the following settings/groups:

  • Technical/Analytic Accounting
  • Technical/Show Full Accounting Features --> Add a dependency on account_usability

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