Files
helpdesk-tools/helpdesk_transfer_timesheet_to_task

=================================== 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. 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:

Maintainer

This module is maintained by Elabore.