Files
helpdesk-tools/helpdesk_transfer_timesheet_to_task/README.md
2026-03-17 21:45:49 +01:00

61 lines
1.9 KiB
Markdown

===================================
helpdesk_transfer_timesheet_to_task
===================================
Automatically transfer timesheets from a ticket to its linked task.
This module extends the ``helpdesk_mgmt_timesheet`` module by automatically
transferring timesheet entries when a task is linked to a ticket. It provides:
* An onchange handler on the ``task_id`` field of helpdesk tickets.
* When a task is linked to a ticket, all timesheets from the ticket are
automatically assigned to the task.
* Protection against double invoicing: timesheets that have already been
invoiced (i.e., have a ``timesheet_invoice_id``) are NOT transferred to the
task and remain on the ticket.
This is particularly useful when a ticket is converted to a task and you want
to keep the time tracking history on the task for project management and
invoicing purposes.
# Installation
Use Odoo normal module installation procedure to install
``helpdesk_transfer_timesheet_to_task``.
This module depends on:
* ``helpdesk_mgmt``: provides the base helpdesk ticket functionality.
* ``helpdesk_mgmt_project``: provides the link between tickets and projects
(including the ``task_id`` field on tickets).
* ``helpdesk_mgmt_timesheet``: provides timesheet functionality on tickets.
* ``sale_timesheet``: provides the invoicing link on timesheets
(``timesheet_invoice_id`` field).
# Known issues / Roadmap
None.
# Bug Tracker
Bugs are tracked on [our issues website](https://git.elabore.coop/Elabore/helpdesk-tools/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.
# Credits
## Contributors
- Quentin Mondot
## Funders
The development of this module has been financially supported by:
- Elabore (https://elabore.coop)
## Maintainer
This module is maintained by Elabore.