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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 5 times, most recently from 6a59d33 to 50d20bf Compare November 22, 2024 22:11
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@brian10048 @max3903

@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch from 50d20bf to 4a17d52 Compare November 22, 2024 22:42
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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

@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch 2 times, most recently from f0ef587 to 062bb59 Compare November 27, 2024 20:19
@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch 6 times, most recently from 2ecd14f to 02dca47 Compare November 29, 2024 19:33
brian10048 and others added 2 commits November 29, 2024 13:47
@brian10048 @EdgarRetes
[IMP] fieldservice_account: Simplify module
5c4547e 
- 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_…
2dce8d8 
…invoice* and fsm_order
oca-ci and others added 14 commits November 29, 2024 13:47
@EdgarRetes
[UPD] Update fieldservice_account_analytic.pot
8b0d2a2
@OCA-git-bot @EdgarRetes
[BOT] post-merge updates
b17fda5
@Ivorra78 @EdgarRetes
Translated using Weblate (Spanish)
9d95a87 
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))
2faa985 
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)
9fd8507 
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
b36a936
@peluko00 @EdgarRetes
[MIG] fieldservice_account_analytic: Migration to 17.0
bf75c2d
@EdgarRetes
[UPD] Update fieldservice_account_analytic.pot
32e07da
@OCA-git-bot @EdgarRetes
[BOT] post-merge updates
6511163
@weblate @EdgarRetes
Update translation files
b3798ca 
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
[MIG] fieldservice_account_analytic: Migration to 18.0
93f7af5
@EdgarRetes
[ADD] fieldservise_account_analytic: analytic plans
4b6d3d0
@EdgarRetes
[ADD] fieldservice_account_analytic: Location analytic account
80608a2
@EdgarRetes
[ADD] fieldservice_account_analytic: Route analytic plan
32878ce
@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch 3 times, most recently from 40d4df5 to 2e6c43e Compare November 29, 2024 19:53
@EdgarRetes EdgarRetes force-pushed the 18.0-mig-fieldservice_account_analytic branch from 2e6c43e to 5aee420 Compare November 29, 2024 22:37
@EdgarRetes
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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

Account usability hasn't been merged yet. Once it is done you can test it

OCA/account-financial-tools#1981

@max3903 max3903 closed this Nov 30, 2024
@max3903 max3903 reopened this Nov 30, 2024
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