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This commit is contained in:
Maxime Chambreuil
@@ -2,40 +2,41 @@
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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"name": "Agreements",
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"summary": "Manage Agreements, LOI and Contracts",
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"author": "Pavlov Media, "
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"Open Source Integrators, "
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"Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/contract",
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"category": "Partner",
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"license": "AGPL-3",
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"version": "11.0.0.0.1",
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"depends": [
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"account",
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"contacts",
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"mail",
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"product",
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"sale_management",
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'name': 'Agreements',
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'summary': 'Manage Agreements, LOI and Contracts',
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'author': 'Pavlov Media, '
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'Open Source Integrators, '
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'Odoo Community Association (OCA)',
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'website': 'https://github.com/OCA/contract',
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'category': 'Partner',
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'license': 'AGPL-3',
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'version': '11.0.0.0.1',
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'depends': [
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'account',
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'contacts',
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'mail',
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'product',
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'sale_management',
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],
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"data": [
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"data/module_category.xml",
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"security/res_groups.xml",
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"security/ir.model.access.csv",
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'data': [
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'data/ir_sequence.xml',
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'data/module_category.xml',
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'security/res_groups.xml',
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'security/ir.model.access.csv',
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'views/res_config_settings.xml',
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"views/reports.xml",
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"views/agreement.xml",
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"views/agreement_clause.xml",
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"views/agreement_section.xml",
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"views/agreement_stages.xml",
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"views/agreement_type.xml",
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"views/agreement_subtype.xml",
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"views/agreement_renewaltype.xml",
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"views/agreement_increasetype.xml",
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"views/res_partner.xml",
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"views/menu.xml",
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'views/reports.xml',
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'views/agreement.xml',
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'views/agreement_clause.xml',
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'views/agreement_section.xml',
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'views/agreement_stages.xml',
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'views/agreement_type.xml',
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'views/agreement_subtype.xml',
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'views/agreement_renewaltype.xml',
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'views/agreement_increasetype.xml',
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'views/res_partner.xml',
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'views/menu.xml',
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],
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"application": True,
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"development_status": "Beta",
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"maintainers": "max3903",
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'application': True,
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'development_status': 'Beta',
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'maintainers': 'max3903',
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}
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13
agreement/data/ir_sequence.xml
Normal file
13
agreement/data/ir_sequence.xml
Normal file
@@ -0,0 +1,13 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<!-- Sequence for agreement -->
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<record id="seq_agreement" model="ir.sequence">
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<field name="name">Agreements</field>
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<field name="code">agreement</field>
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<field name="prefix">AG</field>
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<field name="padding">3</field>
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<field name="company_id" eval="False"/>
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</record>
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</odoo>
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@@ -1,10 +1,9 @@
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import models, fields, api
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from odoo import api, models, fields, _
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# Main Agreement Records Model
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class Agreement(models.Model):
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_name = 'agreement'
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_inherit = ['mail.thread']
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@@ -99,8 +98,10 @@ class Agreement(models.Model):
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help="Total value of the contract over ther entire term.",
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store=True
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)
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contract_id = fields.Char(
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string="ID",
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reference = fields.Char(
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string="Reference",
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required=True,
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default=lambda self: _('New'),
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track_visibility='onchange',
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help="ID used for internal contract tracking.")
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total_company_mrc = fields.Monetary(
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@@ -139,54 +140,6 @@ class Agreement(models.Model):
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track_visibility='onchange',
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help="Date that the contract was terminated."
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)
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customer_address = fields.Char(
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related='customer_id.contact_address',
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string="Address"
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)
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customer_street = fields.Char(
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related='customer_id.street',
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string="Street"
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)
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customer_street2 = fields.Char(
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related='customer_id.street2',
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string="Street 2"
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)
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customer_city = fields.Char(
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related='customer_id.city',
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string="City"
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)
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customer_state_id = fields.Many2one(
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related='customer_id.state_id',
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string="State"
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)
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customer_zip = fields.Char(
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related='customer_id.zip',
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string="Zip"
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)
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vendor_address = fields.Char(
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related='vendor_id.contact_address',
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string="Address"
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)
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vendor_street = fields.Char(
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related='vendor_id.street',
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string="Street"
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)
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vendor_street2 = fields.Char(
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related='vendor_id.street2',
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string="Street 2"
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)
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vendor_city = fields.Char(
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related='vendor_id.city',
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string="City"
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)
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vendor_state_id = fields.Many2one(
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related='vendor_id.state_id',
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string="State"
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)
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vendor_zip = fields.Char(
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related='vendor_id.zip',
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string="Zip"
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)
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reviewed_date = fields.Date(
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string="Reviewed Date",
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track_visibility='onchange'
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@@ -236,7 +189,6 @@ class Agreement(models.Model):
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related='customer_contact_id.email',
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string="Email"
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)
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vendor_contact_id = fields.Many2one(
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'res.partner',
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string="Vendor Contact",
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@@ -264,6 +216,9 @@ class Agreement(models.Model):
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help="Select the sub-type of this agreement. Sub-Types are related to "
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"agreement types."
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)
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product_ids = fields.Many2many(
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'product.template',
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string="Products & Services")
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sale_order_id = fields.Many2one(
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'sale.order',
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string="Sales Order",
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@@ -309,7 +264,6 @@ class Agreement(models.Model):
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track_visibility='onchange',
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help="Describes what happens after the contract expires."
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)
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order_lines_services_ids = fields.One2many(
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related='sale_order_id.order_line',
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string="Service Order Lines",
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@@ -428,6 +382,13 @@ class Agreement(models.Model):
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'view_type': 'form',
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'res_id': res.id}
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@api.model
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def create(self, vals):
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if vals.get('reference', _('New')) == _('New'):
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vals['reference'] = \
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self.env['ir.sequence'].next_by_code('agreement') or _('New')
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return super(Agreement, self).create(vals)
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# Increments the revision on each save action
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@api.multi
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def write(self, vals):
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@@ -6,9 +6,5 @@ from odoo import models, fields
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class Partner(models.Model):
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_inherit = 'res.partner'
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agreements_ids = fields.One2many(
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'agreement',
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'name',
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string="Agreements"
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)
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agreement_ids = fields.One2many('agreement', 'customer_id',
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string="Agreements")
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@@ -36,30 +36,34 @@
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<field name="name"/>
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</h1>
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</div>
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<group string="General" colspan="2" col="4">
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<field name="contract_id"
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string="Internal ID"/>
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<field name="parent_agreement_id"
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domain="[('customer_id', '=', customer_id)]"/>
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<field name="agreement_type_id"
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widget="selection"
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required="True"/>
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<field name="assigned_user_id"
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attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
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<field name="agreement_subtype_id"
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widget="selection"
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domain="[('agreement_type_id', '=', agreement_type_id)]"/>
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<field name="active" invisible="1"/>
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<field name="state" invisible="1"/>
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<group string="General">
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<group>
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<field name="reference" readonly="1"/>
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<field name="parent_agreement_id"
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domain="[('customer_id', '=', customer_id)]"/>
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<field name="is_template"/>
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</group>
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<group>
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<field name="agreement_type_id"
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widget="selection"
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required="True"/>
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<field name="agreement_subtype_id"
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widget="selection"
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domain="[('agreement_type_id', '=', agreement_type_id)]"/>
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<field name="assigned_user_id"
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attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
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<field name="active" invisible="1"/>
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<field name="state" invisible="1"/>
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</group>
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</group>
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<group>
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<group string="Description">
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<field name="description"
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string="Description"
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required="True"/>
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required="True"
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nolabel="1"/>
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</group>
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<group name="customer_vendor_information">
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<group name="parties" string="Parties">
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<group name="customer_left"
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string="Customer Information">
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string="Customer">
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<div class="o_address_format">
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<field name="customer_id"
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domain="[('customer', '=', True)]"
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@@ -68,7 +72,7 @@
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</div>
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</group>
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<group name="vendor_right"
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string="Vendor Information">
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string="Vendor">
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<div class="o_address_format">
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<field name="vendor_id"
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domain="[('supplier', '=', True)]"
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@@ -105,8 +109,9 @@
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<field name="increase_type_id" widget="selection"/>
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</group>
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</group>
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<group>
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<field name="special_terms"/>
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<group string="Special Terms">
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<field name="special_terms"
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nolabel="1"/>
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</group>
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<notebook>
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<page name="structure" string="Structure">
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@@ -114,16 +119,20 @@
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<button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
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<button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
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</div>
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<group colspan="2" col="2" default_order='section_sequence'>
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<field name="sections_ids" string="Contract Sections" context="{'default_agreement': active_id}">
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<group string="Sections" default_order='section_sequence'>
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<field name="sections_ids"
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nolabel="1"
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context="{'default_agreement': active_id}">
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<tree default_order='section_sequence'>
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<field name="section_sequence" widget="handle"/>
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<field name="name"/>
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</tree>
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</field>
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</group>
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<group colspan="2" col="2" default_order='section_id, clause_sequence'>
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<field name="clauses_ids" string="Contract Clauses" context="{'default_agreement': active_id}">
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<group string="Clauses" default_order='section_id, clause_sequence'>
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<field name="clauses_ids"
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nolabel="1"
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context="{'default_agreement': active_id}">
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<tree default_order='section_id, clause_sequence'>
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<field name="clause_sequence" widget="handle"/>
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<field name="section_id"/>
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@@ -133,32 +142,39 @@
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</group>
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</page>
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<page name="signature" string="Signatures">
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<group colspan="2" col="4">
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<field name="customer_signed_date"/>
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<field name="company_signed_date"/>
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<field name="customer_signed_user_id" domain="[('parent_id', '=', customer_id)]"/>
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<field name="company_signed_user_id"/>
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<field name="signed_contract" filename="signed_contract_filename"/>
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<field name="signed_contract_filename" invisible="1"/>
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</group>
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</page>
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<page name="products" string="MRC and NRC Products">
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<group string="Financial Details" colspan="2" col="4">
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<field name="total_company_mrc"/>
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<field name="total_customer_mrc"/>
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<field name="total_company_nrc"/>
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<field name="total_customer_nrc"/>
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<field name="currency_id"/>
|
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<field name="contract_value" readonly="1"/>
|
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</group>
|
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<group>
|
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<field name="sale_order_id" domain="[('partner_id', '=', customer_id)]"/>
|
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</group>
|
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<group string="Sales Order Lines">
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<field name="order_lines_services_ids" nolabel="1" readonly="1"/>
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<group string="Company">
|
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<field name="company_signed_date"/>
|
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<field name="company_signed_user_id"/>
|
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<field name="signed_contract" filename="signed_contract_filename"/>
|
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<field name="signed_contract_filename" invisible="1"/>
|
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</group>
|
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<group string="Customer">
|
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<field name="customer_signed_date"/>
|
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<field name="customer_signed_user_id" domain="[('parent_id', '=', customer_id)]"/>
|
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</group>
|
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</group>
|
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</page>
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<page colspan="2" col="4" name="child_agreements" string="Child Agreements">
|
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<page name="products" string="Products/Services">
|
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<group>
|
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<field name="product_ids" nolabel="1"/>
|
||||
</group>
|
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</page>
|
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<page name="costs" string="Costs">
|
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<group string="Financial Details">
|
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<group string="Company">
|
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<field name="total_company_mrc"/>
|
||||
<field name="total_company_nrc"/>
|
||||
<field name="currency_id"/>
|
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<field name="contract_value" readonly="1"/>
|
||||
</group>
|
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<group string="Customer">
|
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<field name="total_customer_mrc"/>
|
||||
<field name="total_customer_nrc"/>
|
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</group>
|
||||
</group>
|
||||
</page>
|
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<page name="child_agreements" string="Child Agreements">
|
||||
<field name="child_agreements_ids">
|
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<tree default_order='version desc'>
|
||||
<field name="name"/>
|
||||
@@ -167,7 +183,7 @@
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page colspan="2" col="4" name="old_versions" string="Revisions">
|
||||
<page name="old_versions" string="Revisions">
|
||||
<field name="previous_version_agreements_ids" string="Previouse Versions">
|
||||
<tree default_order='version desc'>
|
||||
<field name="name"/>
|
||||
@@ -176,17 +192,16 @@
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page colspan="2" col="4" name="peformance" string="Performance">
|
||||
<page name="peformance" string="Performance">
|
||||
<p>This section is a place where financial records will show the current performance of this agreement.</p>
|
||||
<p>Perhaps include invoices with total vs costs? </p>
|
||||
</page>
|
||||
</notebook>
|
||||
<group colspan="2" col="4" string="Administration">
|
||||
<field name="reviewed_date"/>
|
||||
<field name="approved_date"/>
|
||||
<field name="reviewed_user_id"/>
|
||||
<field name="approved_user_id"/>
|
||||
<field name="is_template"/>
|
||||
<group string="Administration">
|
||||
<div>
|
||||
<p>Reviewed by <field name="reviewed_user_id" class="oe_inline"/> on <field name="reviewed_date" class="oe_inline"/>.</p>
|
||||
<p>Approved by <field name="approved_user_id" class="oe_inline"/> on <field name="approved_date" class="oe_inline"/>.</p>
|
||||
</div>
|
||||
</group>
|
||||
<footer>
|
||||
Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
|
||||
|
||||
@@ -15,20 +15,21 @@
|
||||
</record>
|
||||
|
||||
<!-- Agreement Increase Type Form View -->
|
||||
<record model="ir.ui.view" id="partner_agreement_increasetype_form_view">
|
||||
<record model="ir.ui.view" id="partner_agreement_increasetype_form_view">
|
||||
<field name="name">Agreement Increase Type Form</field>
|
||||
<field name="model">agreement.increasetype</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Agreements Type Form">
|
||||
<sheet>
|
||||
<div class="oe_title">
|
||||
<label for="name" class="oe_edit_only" string="Type"/>
|
||||
<h1><field name="name"/></h1>
|
||||
</div>
|
||||
<group>
|
||||
<field name="description"/>
|
||||
<field name="name"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="increase_percent"/>
|
||||
</group>
|
||||
<group string="Description">
|
||||
<field name="description" nolabel="1"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
</field>
|
||||
|
||||
@@ -20,12 +20,11 @@
|
||||
<field name="arch" type="xml">
|
||||
<form string="Agreements Type Form">
|
||||
<sheet>
|
||||
<div class="oe_title">
|
||||
<label for="name" class="oe_edit_only" string="Type"/>
|
||||
<h1><field name="name"/></h1>
|
||||
</div>
|
||||
<group>
|
||||
<field name="description"/>
|
||||
<field name="name"/>
|
||||
</group>
|
||||
<group string="Description">
|
||||
<field name="description" nolabel="1"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
|
||||
@@ -18,14 +18,14 @@
|
||||
<field name="name">Agreement Sub Type Form</field>
|
||||
<field name="model">agreement.subtype</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Agreements Sub Type Form">
|
||||
<form string="Agreement Sub-Types">
|
||||
<sheet>
|
||||
<div class="oe_title">
|
||||
<label for="name" class="oe_edit_only" string="Sub-Type Name"/>
|
||||
<h1><field name="name" string="Sub-Type Name"/></h1>
|
||||
</div>
|
||||
<group>
|
||||
<field name="agreement_type_id" string="Agreement Type" required="True"/>
|
||||
<field name="name"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="agreement_type_id"
|
||||
required="True"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
@@ -34,7 +34,7 @@
|
||||
|
||||
<!-- Actions opening views on models -->
|
||||
<record model="ir.actions.act_window" id="partner_agreement_action_subtype">
|
||||
<field name="name">Agreement Sub Type</field>
|
||||
<field name="name">Agreement Sub-Types</field>
|
||||
<field name="res_model">agreement.subtype</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
</record>
|
||||
|
||||
@@ -20,12 +20,11 @@
|
||||
<field name="arch" type="xml">
|
||||
<form string="Agreements Type Form">
|
||||
<sheet>
|
||||
<div class="oe_title">
|
||||
<label for="name" class="oe_edit_only" string="Type"/>
|
||||
<h1><field name="name" string="Type Name"/></h1>
|
||||
</div>
|
||||
<group>
|
||||
<field name="agreement_subtypes_ids" string="Sub-Types"/>
|
||||
<field name="name"/>
|
||||
</group>
|
||||
<group string="Sub-Types">
|
||||
<field name="agreement_subtypes_ids" nolabel="1"/>
|
||||
</group>
|
||||
</sheet>
|
||||
</form>
|
||||
|
||||
@@ -7,8 +7,8 @@
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//page[@name='internal_notes']" position="after">
|
||||
<page name="agreement" string="Agreements">
|
||||
<group colspan="2" col="2">
|
||||
<field name="agreements_ids" string="Agreements" />
|
||||
<group>
|
||||
<field name="agreement_ids" nolabel="1"/>
|
||||
</group>
|
||||
</page>
|
||||
</xpath>
|
||||
|
||||
Reference in New Issue
Block a user