Metadata-Version: 2.1
Name: odoo14-addon-project_task_sign_oca
Version: 14.0.1.0.1.dev5
Summary: Project Task Sign Oca
Home-page: https://github.com/OCA/sign
Author: Escodoo, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 14.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.6
Requires-Dist: odoo14-addon-sign-oca
Requires-Dist: odoo<14.1dev,>=14.0a

=====================
Project Task Sign Oca
=====================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github
    :target: https://github.com/OCA/sign/tree/14.0/project_task_sign_oca
    :alt: OCA/sign
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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    :alt: Try me on Runboat

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This module allows you to generate manual and automatic signature requests from project tasks to task customers.

**Table of contents**

.. contents::
   :local:

Configuration
=============

#. Go to Sign > Roles and create a role with the following data:

- Partner type: Expression
- Expression: ${object.partner_id.id}

#. Go to Sign > Templates and create a template with the following data:

- Model: Project Task
- In one of the fields, you must set the previously created role.

#. (Optional) Go to Project > Configuration > Settings.

- In the Task Sign section, define a template to enable automatic task sing requests.
- Use the template previously created.

Usage
=====

Creating a Signature Request from a Project Task:
- Go to Projects > Tasks.
- Open an existing task or create a new one (make sure to fill in the `partner_id` field).
- In the task tree or form view, click on the action "Sign from template".
- Sign Requests will have been generated (and sent) linked to the selected project and task.

Automatic Signature Request creation:
- Define a template in Project > Configuration > Settings.
- When an customer is assigned to a task, a Sign Request will be created (and sent) automatically.

Viewing Signature Requests:
- Go to Projects > Tasks.
- Open a task with an associated signature request.
- Click on the smart-button Sign Requests.
- Click on any signature request to view its details, status, and progress.
- Alternatively, go to Sign > Requests.
- Use the Group By feature to group requests by Project and/or Task.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sign/issues/new?body=module:%20project_task_sign_oca%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Escodoo

Contributors
~~~~~~~~~~~~

* `Escodoo <https://www.escodoo.com.br>`_:

  * Marcel Savegnago <marcel.savegnago@escodoo.com.br>
  * Wesley Oliveira <wesley.oliveira@escodoo.com.br>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sign <https://github.com/OCA/sign/tree/14.0/project_task_sign_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
