[FIX] Person/Location inheritance of res.partner

fieldservice/__manifest__.py

@@ -23,6 +23,7 @@
         'views/fsm_order.xml',
         'views/fsm_route.xml',
         'views/menu.xml',
+        'data/fsm_stage.xml',
     ],
     'application': True,
     'license': 'AGPL-3',

fieldservice/data/fsm_stage.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="fsm_stage_new" model="fsm.stage">
+        <field name="name">New</field>
+        <field name="sequence">10</field>
+    </record>
+
+    <record id="fsm_stage_confirmed" model="fsm.stage">
+        <field name="name">Confirmed</field>
+        <field name="sequence">20</field>
+    </record>
+
+    <record id="fsm_stage_scheduled" model="fsm.stage">
+        <field name="name">Scheduled</field>
+        <field name="sequence">30</field>
+    </record>
+
+    <record id="fsm_stage_assigned" model="fsm.stage">
+        <field name="name">Assigned</field>
+        <field name="sequence">40</field>
+    </record>
+
+    <record id="fsm_stage_enroute" model="fsm.stage">
+        <field name="name">En Route</field>
+        <field name="sequence">50</field>
+    </record>
+
+    <record id="fsm_stage_started" model="fsm.stage">
+        <field name="name">Started</field>
+        <field name="sequence">60</field>
+    </record>
+
+    <record id="fsm_stage_complete" model="fsm.stage">
+        <field name="name">Complete</field>
+        <field name="sequence">70</field>
+    </record>
+
+    <record id="fsm_stage_cancelled" model="fsm.stage">
+        <field name="name">Cancelled</field>
+        <field name="sequence">100</field>
+    </record>
+</odoo>

fieldservice/models/__init__.py

@@ -3,6 +3,7 @@
 
 from . import (
     res_config_settings,
+    res_partner,
     fsm_stage,
     fsm_location,
     fsm_person,

fieldservice/models/fsm_location.py

@@ -1,14 +1,23 @@
 # Copyright (C) 2018 - TODAY, Open Source Integrators
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
-from odoo import fields, models
+from odoo import api, fields, models
 
 
 class FSMLocation(models.Model):
     _name = 'fsm.location'
-    _inherit = 'res.partner'
+    _inherits = {
+        'res.partner': 'partner_id'
+    }
     _description = 'Field Service Location'
 
-    name = fields.Char(string='Name')
-    type = fields.Char(string='Type', size=35)
     description = fields.Char(string='Description')
+
+    @api.model
+    def create(self, vals):
+        vals.update({
+            'customer': False,
+            'type': 'delivery',
+            'fsm_location': True,
+        })
+        return super(FSMLocation, self).create(vals)

fieldservice/models/fsm_order.py

@@ -8,15 +8,21 @@ class FSMOrder(models.Model):
     _name = 'fsm.order'
     _description = 'Field Service Order'
 
+    def _default_stage_id(self):
+        return self.env.ref('fieldservice.fsm_stage_new')
+
     name = fields.Char(string='Name', required=True)
     fsm_route_id = fields.Many2one('fsm.route', string='Route')
-    partner_id = fields.Many2one('res.partner', string='Customer',
-                                 domain=('customer', '=', True))
+    customer_id = fields.Many2one('res.partner', string='Customer',
+                                  domain=('customer', '=', True))
     fsm_location_id = fields.Many2one('fsm.location', string='Location')
     fsm_person_id = fields.Many2one('fsm.person',
                                     string='Field Service Person')
     requested_date = fields.Datetime(string='Requested Date')
     scheduled_date = fields.Datetime(string='Scheduled Date')
     date = fields.Datetime(string='Date')
-    description = fields.Char(string='Description')
-    fsm_stage_id = fields.Many2one('fsm.stage', string='Stage')
+    description = fields.Text(string='Description')
+    stage_id = fields.Many2one('fsm.stage', string='Stage',
+                               track_visibility='onchange',
+                               index=True,
+                               default=lambda self: self._default_stage_id())

fieldservice/models/fsm_person.py

@@ -1,12 +1,20 @@
 # Copyright (C) 2018 - TODAY, Open Source Integrators
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
-from odoo import fields, models
+from odoo import api, models
 
 
 class FSMPerson(models.Model):
     _name = 'fsm.person'
-    _inherit = 'res.partner'
+    _inherits = {
+        'res.partner': 'partner_id'
+    }
     _description = 'Field Service Person'
 
-    name = fields.Char(string='Name', size=35, required=True)
+    @api.model
+    def create(self, vals):
+        vals.update({
+            'customer': False,
+            'fsm_person': True,
+        })
+        return super(FSMPerson, self).create(vals)

fieldservice/models/fsm_route.py

@@ -12,5 +12,12 @@ class FSMRoute(models.Model):
     fsm_order_ids = fields.One2many('fsm.order', 'fsm_route_id',
                                     string='Orders')
     fsm_person_id = fields.Many2one('fsm.person',
-                                    string='Field Service Person')
-    date = fields.Date(string='Date')
+                                    string='Field Service Person',
+                                    required=True)
+    date = fields.Date(string='Date', required=True)
+
+    _sql_constraints = [
+        ('fsm_route_person_date_uniq',
+         'unique (fsm_person_id, date)',
+         "You cannot create 2 routes for the same person on the same day!"),
+    ]

fieldservice/models/res_partner.py

@@ -0,0 +1,11 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    fsm_location = fields.Boolean('Is a Field Service Location')
+    fsm_person = fields.Boolean('Is a Field Service Person')

fieldservice/views/fsm_order.xml

@@ -6,27 +6,38 @@
         <field name="name">fsm.order.form</field>
         <field name="model">fsm.order</field>
         <field name="arch" type="xml">
-            <form string="Service Request">
+            <form string="Orders">
                 <header>
+                    <field name="stage_id" widget="statusbar"/>
                 </header>
                 <sheet>
                     <group>
                         <group>
                             <field name="name"/>
-                            <field name="partner_id"/>
+                            <field name="customer_id"/>
                             <field name="fsm_location_id"/>
                         </group>
                         <group>
                             <field name="fsm_person_id"/>
+                            <field name="scheduled_date"/>
                             <field name="date"/>
-                            <field name="fsm_stage_id"/>
                         </group>
                     </group>
                     <notebook>
                         <page string="Request">
-                            <field name="description"/>
+                            <group>
+                                <group>
+                                    <field name="requested_date"/>
+                                </group>
+                                <group></group>
+                            </group>
+                            <group string="Description">
+                                <field name="description"
+                                       nolabel="1"
+                                       widget="html"/>
+                            </group>
                         </page>
-                        <page string="Attributes">
+                        <page string="Work Orders" groups="">
                         </page>
                         <page string="Map">
                         </page>
@@ -40,10 +51,13 @@
         <field name="name">fsm.order.tree</field>
         <field name="model">fsm.order</field>
         <field name="arch" type="xml">
-            <tree string="Service Requests" default_order="date">
-                <field name="partner_id" string="Customer"/>
-                <field name="fsm_stage_id" string="Stage"/>
-                <field name="date" string="Date"/>
+            <tree string="Order" default_order="date">
+                <field name="date"/>
+                <field name="name"/>
+                <field name="customer_id"/>
+                <field name="fsm_location_id"/>
+                <field name="fsm_person_id"/>
+                <field name="stage_id" string="Stage"/>
             </tree>
         </field>
     </record>
@@ -52,16 +66,18 @@
         <field name="name">fsm.order.kanban</field>
         <field name="model">fsm.order</field>
         <field name="arch" type="xml">
-            <kanban default_group_by="fsm_stage_id" class="o_kanban_small_column">
-                <field name="fsm_stage_id"/>
-                <field name="partner_id"/>
+            <kanban default_group_by="stage_id" class="o_kanban_small_column">
+                <field name="stage_id"/>
                 <field name="name"/>
+                <field name="customer_id"/>
+                <field name="fsm_location_id"/>
                 <templates>
                     <t t-name="kanban-box">
                         <div>
                             <ul>
-                                <li>Record Name: <field name="name"/></li>
-                                <li>Description: <field name="description"/></li>
+                                <li><field name="name"/></li>
+                                <li><field name="customer_id"/></li>
+                                <li><field name="fsm_location_id"/></li>
                             </ul>
                         </div>
                     </t>
@@ -70,14 +86,59 @@
         </field>
     </record>
 
-    <record id="action_fsm_order" model="ir.actions.act_window">
-        <field name="name">Service Requests</field>
+    <record id="action_fsm_dash_order" model="ir.actions.act_window">
+        <field name="name">Orders</field>
         <field name="res_model">fsm.order</field>
         <field name="view_type">form</field>
         <field name="view_mode">kanban,tree,form</field>
         <field name="help" type="html">
             <p class="oe_view_nocontent_create">
-                Create a Service Request.
+                Create an Order.
+            </p>
+        </field>
+    </record>
+
+    <record id="action_fsm_operation_order" model="ir.actions.act_window">
+        <field name="name">Orders</field>
+        <field name="res_model">fsm.order</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="oe_view_nocontent_create">
+                Create an Order.
+            </p>
+        </field>
+    </record>
+
+    <!-- Reporting -->
+    <record id="fsm_order_graph_view" model="ir.ui.view">
+        <field name="name">fsm.order.graph</field>
+        <field name="model">fsm.order</field>
+        <field name="arch" type="xml">
+            <graph string="Service Requests" type="bar">
+                <field name="stage_id" type="row"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="fsm_order_pivot_view" model="ir.ui.view">
+        <field name="name">fsm.order.pivot</field>
+        <field name="model">fsm.order</field>
+        <field name="arch" type="xml">
+            <pivot string="Service Requests" display_quantity="true">
+                <field name="stage_id" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="action_fsm_report_order" model="ir.actions.act_window">
+        <field name="name">Orders</field>
+        <field name="res_model">fsm.order</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">graph,pivot</field>
+        <field name="help" type="html">
+            <p>
+                Orders Reports.
             </p>
         </field>
     </record>

fieldservice/views/fsm_route.xml

@@ -9,7 +9,6 @@
             <tree string="Day Routes">
                 <field name="fsm_person_id"/>
                 <field name="date"/>
-                <field name="fsm_order_ids"/>
             </tree>
         </field>
     </record>
@@ -21,9 +20,15 @@
             <form string="Day Route">
                 <sheet>
                     <group>
-                        <field name="fsm_person_id"/>
-                        <field name="date"/>
-                        <field name="fsm_order_ids"/>
+                        <group>
+                            <field name="fsm_person_id"/>
+                        </group>
+                        <group>
+                            <field name="date"/>
+                        </group>
+                    </group>
+                    <group>
+                        <field name="fsm_order_ids" nolabel="1"/>
                     </group>
                 </sheet>
             </form>

fieldservice/views/menu.xml

@@ -22,6 +22,11 @@
               groups="group_fsm_manager"/>
 
     <!-- Dashboard Menu -->
+    <menuitem id="menu_fsm_dash_order"
+              name="Orders"
+              action="action_fsm_dash_order"
+              parent="dashboard"
+              sequence="10"/>
 
     <!-- Operations Menu -->
 <!--    <menuitem id="menu_fsm_activity"
@@ -30,9 +35,9 @@
               parent="operations"
               sequence="10"/> -->
 
-    <menuitem id="menu_fsm_order"
+    <menuitem id="menu_fsm_operation_order"
               name="Orders"
-              action="action_fsm_order"
+              action="action_fsm_operation_order"
               parent="operations"
               sequence="30"/>
 
@@ -62,6 +67,11 @@
               sequence="30"/>
 
     <!-- Reporting Menu -->
+    <menuitem id="menu_fsm_report_order"
+              name="Orders"
+              action="action_fsm_report_order"
+              parent="reporting"
+              sequence="10"/>
 
     <!-- Configuration Menu -->
     <menuitem id="settings"