fieldservice_sale_recurring
⧉ View on GitHubPurpose
Enable sales orders to quote and sell recurring field service work by generating linked FSM recurring records automatically.
Features
- product.template: Adds a 'recurring' field service tracking mode that lets service products reference an FSM recurring template for automatic planning when sold.
- sale.order: On confirmation it generates FSM recurring orders for any recurring-tracked lines and shows a smart button so users can open and count those recurrings.
- sale.order.line: Creates and links an FSM recurring order populated with the sale's location, expected date, template data, order template, and chatter links back to the sale line.
- sale.order.line: Restricts invoiceable field service orders to the same recurring record and injects their ids into invoice lines to keep billing aligned with delivered recurring visits.
- fsm.recurring: Stores the originating sale order line, adds a smart button to jump to the related sale order, and propagates the sale line reference into generated FSM orders.