Metadata-Version: 2.1
Name: odoo-addon-project_task_sign_oca
Version: 16.0.1.0.1.1
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 :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sign-oca<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a

=====================
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
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github
    :target: https://github.com/OCA/sign/tree/16.0/project_task_sign_oca
    :alt: OCA/sign
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.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
=============

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

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

2. 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.

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

- In the Task Sign section, define a template to enable automatic task
  sign 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 theaction "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:%2016.0%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/16.0/project_task_sign_oca>`_ project on GitHub.

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