[19.0][ADD] fieldservice_sign: customer signature and document signing

fieldservice_sign/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+====================
+Field Service - Sign
+====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:18abaccc11d7489d636730dae5d0a0ff39ca484f527b3a6ef803ea6c172d48aa
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github
+    :target: https://github.com/OCA/field-service/tree/19.0/fieldservice_sign
+    :alt: OCA/field-service
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/field-service-19-0/field-service-19-0-fieldservice_sign
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/field-service&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds configurable customer signing features on Field Service
+orders:
+
+- **On-site signature capture** — uses the native signature widget and
+  the signature fields already provided by ``fieldservice``
+  (``signature``, ``signed_by``, ``signed_on``). Capture can be enabled
+  or disabled per company, and optionally required before an order can
+  be completed.
+- **Document signing** — integrates with ``sign_oca`` to launch a
+  signature request for a document linked to the order, expose its
+  status on the order, and optionally require a signed document before
+  completion.
+
+Both features are independent. An administrator can enable none, either
+one, or both from Field Service settings.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Go to *Field Service > Configuration > Settings* and open the
+**Signatures** section:
+
+1. Enable **On-site Signature Capture** to surface customer signature
+   capture on orders. Optionally enable **Require Signature to
+   Complete**.
+2. Enable **Document Signing** to allow launching ``sign_oca`` requests
+   from orders. Optionally enable **Require Document Signed to
+   Complete**.
+3. Select the **FSM Order Sign Template** used when requesting a
+   document signature. The template model must be ``fsm.order``.
+
+Usage
+=====
+
+On-site signature capture
+-------------------------
+
+1. Open a Field Service order.
+2. When the order stage requires a signature, use **Sign** to capture
+   the customer signature.
+3. Complete the order. If the company requires a signature, completion
+   is blocked until one is captured.
+
+The signature is also printed on the Service Order report when capture
+is enabled.
+
+Document signing
+----------------
+
+1. Open a Field Service order.
+2. Click **Request Signature** to create and send a ``sign_oca`` request
+   from the company template.
+3. Follow the linked signature requests from the smart button or the
+   **Document Signing** tab.
+4. Complete the order. If the company requires a signed document,
+   completion is blocked until at least one request is signed.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/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/field-service/issues/new?body=module:%20fieldservice_sign%0Aversion:%2019.0%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
+-------
+
+* Gray Matter Logic
+
+Contributors
+------------
+
+- `Gray Matter Logic <https://www.graymatterlogic.com>`__:
+
+  - Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
+
+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.
+
+.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
+    :target: https://github.com/max3903
+    :alt: max3903
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-max3903| 
+
+This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/19.0/fieldservice_sign>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

fieldservice_sign/__init__.py

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+# Copyright (C) 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

fieldservice_sign/__manifest__.py

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+# Copyright (C) 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Field Service - Sign",
+    "summary": "Customer signature capture and document signing on FSM orders",
+    "version": "19.0.1.0.0",
+    "category": "Field Service",
+    "author": "Gray Matter Logic, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/field-service",
+    "license": "AGPL-3",
+    "depends": ["fieldservice", "sign_oca"],
+    "data": [
+        "views/res_config_settings_views.xml",
+        "views/fsm_order_views.xml",
+        "views/sign_oca_request_views.xml",
+        "report/fsm_order_report_templates.xml",
+    ],
+    "demo": [
+        "demo/sign_oca_role.xml",
+        "demo/sign_oca_template.xml",
+        "demo/sign_oca_template_item.xml",
+        "demo/res_company.xml",
+        "demo/fsm_order.xml",
+    ],
+    "development_status": "Beta",
+    "maintainers": ["max3903"],
+    "installable": True,
+}

fieldservice_sign/demo/fsm_order.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="fsm_order_sign_demo" model="fsm.order">
+        <field name="location_id" ref="fieldservice.test_location" />
+    </record>
+</odoo>

fieldservice_sign/demo/res_company.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="base.main_company" model="res.company">
+        <field name="fsm_signature_capture" eval="True" />
+        <field name="fsm_document_signing" eval="True" />
+        <field
+            name="fsm_order_sign_oca_template_id"
+            ref="sign_oca_template_fsm_order_demo"
+        />
+    </record>
+</odoo>

fieldservice_sign/demo/sign_oca_role.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="sign_role_fsm_order_customer" model="sign.oca.role">
+        <field name="name">FSM Order Customer</field>
+        <field name="partner_selection_policy">expression</field>
+        <field name="expression_partner">{{object.location_id.owner_id.id}}</field>
+    </record>
+</odoo>

fieldservice_sign/demo/sign_oca_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="sign_oca_template_fsm_order_demo" model="sign.oca.template">
+        <field name="name">FSM Order Approval</field>
+        <field name="model_id" search="[('model', '=', 'fsm.order')]" />
+        <field name="data" type="base64" file="sign_oca/tests/empty.pdf" />
+    </record>
+</odoo>

fieldservice_sign/demo/sign_oca_template_item.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="sign_oca_template_fsm_order_demo_item" model="sign.oca.template.item">
+        <field name="template_id" ref="sign_oca_template_fsm_order_demo" />
+        <field name="field_id" ref="sign_oca.sign_field_signature" />
+        <field name="role_id" ref="sign_role_fsm_order_customer" />
+        <field name="page">1</field>
+        <field name="position_x">10</field>
+        <field name="position_y">10</field>
+        <field name="width">30</field>
+        <field name="height">4</field>
+        <field name="required" eval="True" />
+    </record>
+</odoo>

fieldservice_sign/models/__init__.py

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+# Copyright (C) 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import fsm_order
+from . import res_company
+from . import res_config_settings
+from . import sign_oca_request

fieldservice_sign/models/fsm_order.py

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+# Copyright (C) 2026 Gray Matter Logic (<https://www.graymatterlogic.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+from odoo.exceptions import UserError
+
+
+class FSMOrder(models.Model):
+    _inherit = "fsm.order"
+
+    fsm_signature_capture = fields.Boolean(
+        related="company_id.fsm_signature_capture",
+    )
+    fsm_document_signing = fields.Boolean(
+        related="company_id.fsm_document_signing",
+    )
+    sign_request_ids = fields.One2many(
+        comodel_name="sign.oca.request",
+        inverse_name="fsm_order_id",
+        string="Signature Requests",
+    )
+    sign_request_count = fields.Integer(
+        compute="_compute_sign_request_count",
+        compute_sudo=True,
+    )
+    sign_request_id = fields.Many2one(
+        comodel_name="sign.oca.request",
+        string="Signature Request",
+        compute="_compute_sign_request_id",
+        compute_sudo=True,
+        store=True,
+    )
+    sign_request_state = fields.Selection(
+        related="sign_request_id.state",
+        string="Signature Request Status",
+    )
+
+    @api.depends("sign_request_ids")
+    def _compute_sign_request_count(self):
+        for order in self:
+            order.sign_request_count = len(order.sign_request_ids)
+
+    @api.depends("sign_request_ids", "sign_request_ids.state")
+    def _compute_sign_request_id(self):
+        for order in self:
+            order.sign_request_id = order.sign_request_ids.sorted("id", reverse=True)[
+                :1
+            ]
+
+    def action_view_sign_requests(self):
+        self.ensure_one()
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "sign_oca.sign_oca_request_act_window"
+        )
+        action["domain"] = [("id", "in", self.sign_request_ids.ids)]
+        action["context"] = dict(
+            self.env.context,
+            default_record_ref=f"{self._name},{self.id}",
+        )
+        return action
+
+    def action_request_document_signature(self):
+        self.ensure_one()
+        if not self.company_id.fsm_document_signing:
+            raise UserError(
+                self.env._(
+                    "Document signing is disabled for company %(company)s.",
+                    company=self.company_id.display_name,
+                )
+            )
+        template = self.company_id.fsm_order_sign_oca_template_id
+        if not template:
+            raise UserError(
+                self.env._(
+                    "Configure an FSM Order Sign Template on the company "
+                    "before requesting a document signature."
+                )
+            )
+        request = (
+            self.env["sign.oca.request"]
+            .sudo()
+            .create(template._prepare_sign_oca_request_vals_from_record(self))
+        )
+        request.action_send()
+        return self.action_view_sign_requests()
+
+    def _check_signature_requirements_before_complete(self):
+        for order in self:
+            company = order.company_id
+            if (
+                company.fsm_signature_capture
+                and company.fsm_require_signature_to_complete
+                and not order.signature
+            ):
+                raise UserError(
+                    self.env._(
+                        "Customer signature is required before completing "
+                        "order %(order)s.",
+                        order=order.display_name,
+                    )
+                )
+            if (
+                company.fsm_document_signing
+                and company.fsm_require_document_signed_to_complete
+                and not order.sign_request_ids.filtered(lambda r: r.state == "2_signed")
+            ):
+                raise UserError(
+                    self.env._(
+                        "A signed document is required before completing "
+                        "order %(order)s.",
+                        order=order.display_name,
+                    )
+                )
+
+    def action_complete(self):
+        self._check_signature_requirements_before_complete()
+        return super().action_complete()