[RFC] How to use Contact on FSM Order

[tafaRU]

Hello,

I'm writing to ask for clarification regarding the field Contact (contact_id) on FSM Order and how to use it.

Testing and diving into the code I checked these followings behaviours:

• it's only filled on FSM Order writing and the value used it's copied from Location Billed Customer (Ref.

  field-service/fieldservice_account_analytic/models/fsm_order.py

  Line 39 in 3477731

  order.customer_id = order.location_id.customer_id.id

  )
• if it's selected a Contact who has Primary Service Location, this latter has set as Location on FSM Order (Ref.

  field-service/fieldservice_account_analytic/models/fsm_order.py

  Line 32 in 3477731

  self.customer_id.service_location_id if self.customer_id else False

  )
• FSM Order can be billed to Bill Location or to Bill Contact corresponding respectively to Location Billed Customer (Ref.

  field-service/fieldservice_isp_account/models/fsm_order.py

  Line 166 in fef357d

  "partner_id": self.location_id.customer_id.id,

  ) and to Contact field (Ref.

  field-service/fieldservice_isp_account/models/fsm_order.py

  Line 156 in fef357d

  "partner_id": self.customer_id.id,

  )

In the face of this what should be the best approach to cover the following scenario?

• create a FSM Order, choose a Location and Bill it to a Contact different to the one specified in Location Billed Customer

Thank you in advance.

[tafaRU]

The only solution that I found is the following:

1. create a Location
2. create a partner in which set the previous location as Primary Service Location
3. create a FSM ORDER and set Contact to the previuos one
4. Bill To Bill Contact

But it seems to me a bit counterintuitive. So the question is: why Contact field cannot be freely valued?

[max3903]

@tafaRU I will need to check further next week but the idea is you may have a lot of people involved in a location/order: the contact to call before and open the location, the owner, the one who will pay for the service, etc.. I will try to provide more details next week.

Thanks for your patience.

[tafaRU]

@max3903 you got a way to provide more details?
Thank you in advance.

[max3903]

@tafaRU It sounds like the issue you are having is with this onchange:

https://github.com/OCA/field-service/blob/16.0/fieldservice_account_analytic/models/fsm_order.py#L30

I understand you expect to select the location and any contact as the customer, correct?

What would be the intuitive steps?

• Create the location and select the customer to bill
• Create an order, select the location --> the customer gets set automatically based on the location

Would that work for you?