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[ADD] agreement_sale
This commit is contained in:
Maxime Chambreuil
committed by
Murtuza Saleh
Murtuza Saleh
parent
cb5e726f83
commit
1fab2daeca
130
agreement_sale/README.rst
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agreement_sale/README.rst
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==========
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Agreements
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==========
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/11.0/agreement
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/110/11.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to manage agreements, letter of intent and contract content.
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The module is meant to be used by the legal team of a company and to allow them
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to define sections, clauses and templates with their respective content that can
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be dynamic.
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Based on the template, an agreement can be created and the pdf document generated.
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The agreement would go through a workflow to finally become a contract with the
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customer signature.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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Usage
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=====
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To use this module:
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* Go to Agreement > Agrements
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* Create a new agreement
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* Select a template
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* Follow the process to get the required approval
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* Send the invitation to the customer to review and sign the agreement
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Known issues / Roadmap
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======================
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* Split the module to remove the dependencies on sale and account and provide
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the same feature in extra modules (agreement_sale, agreement_account,
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agreement_purchase)
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Pavlov Media
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* Open Source Integrators
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Contributors
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~~~~~~~~~~~~
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* Patrick Wilson <pwilson@pavlovmedia.com>
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* Wolfgang Hall <whall@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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:target: https://github.com/max3903
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:alt: max3903
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-max3903|
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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3
agreement_sale/__init__.py
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agreement_sale/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
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from . import models
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agreement_sale/__manifest__.py
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agreement_sale/__manifest__.py
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# Copyright (C) 2018 - TODAY, Open Source Integrators
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
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{
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'name': 'Agreement - Sale',
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'summary': 'Create an agreement when the sales order is confirmed',
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'version': '11.0.0.0.1',
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'license': 'AGPL-3',
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'author': 'Open Source Integrators, Odoo Community Association (OCA)',
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'category': 'Agreement',
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'website': 'https://github.com/OCA/contract',
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'depends': [
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'agreement',
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'sale',
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],
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'data': [
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'views/agreement.xml',
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'views/sale_order.xml'
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],
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'installable': True,
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'development_status': 'Beta',
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'maintainers': [
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'osi-scampbell',
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'max3903',
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],
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}
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agreement_sale/models/__init__.py
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6
agreement_sale/models/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
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from . import (
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sale_order,
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agreement,
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)
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agreement_sale/models/agreement.py
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agreement_sale/models/agreement.py
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# Copyright (C) 2018 - TODAY, Open Source Integrators
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
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from odoo import fields, models
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class Agreement(models.Model):
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_inherit = 'agreement'
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sale_id = fields.Many2one('sale.order', string='Sales Order')
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agreement_sale/models/sale_order.py
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agreement_sale/models/sale_order.py
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# Copyright (C) 2018 - TODAY, Open Source Integrators
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
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from odoo import api, fields, models
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class SaleOrder(models.Model):
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_inherit = 'sale.order'
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agreement_template_id = fields.Many2one(
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'agreement',
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string="Agreement Template",
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domain="[('is_template', '=', True)]")
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agreement_id = fields.Many2one('agreement', string="Agreement")
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@api.multi
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def _action_confirm(self):
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res = super(SaleOrder, self)._action_confirm()
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for order in self:
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if order.agreement_template_id:
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order.agreement_id = order.agreement_template_id.copy(default={
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'name': order.name,
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'is_template': False,
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'sale_id': order.id,
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'partner_id': order.partner_id.id,
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'analytic_account_id':
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order.analytic_account_id and
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order.analytic_account_id.id or False,
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})
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for line in self.order_line:
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# Create agreement line
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self.env['agreement.line'].create({
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'product_id': line.product_id.id,
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'name': line.name,
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'agreement_id': order.agreement_id.id,
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'qty': line.product_uom_qty,
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'sale_line_id': line.id,
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'uom_id': line.product_uom.id
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})
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# If the product sold has a BOM, create a service profile
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bom = self.env['mrp.bom'].search(
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[('product_tmpl_id', '=',
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line.product_id.product_tmpl_id.id)])
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if bom:
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self.env['agreement.serviceprofile'].create({
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'name': line.name,
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'agreement_id': order.agreement_id.id,
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})
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return res
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agreement_sale/readme/CONFIGURE.rst
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agreement_sale/readme/CONFIGURE.rst
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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agreement_sale/readme/CONTRIBUTORS.rst
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agreement_sale/readme/CONTRIBUTORS.rst
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* Steven Campbell <scampbell@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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agreement_sale/readme/CREDITS.rst
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agreement_sale/readme/CREDITS.rst
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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agreement_sale/readme/DESCRIPTION.rst
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agreement_sale/readme/DESCRIPTION.rst
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Odoo Sales App does not support the management of legal content for agreements
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and contracts. It's also not integrated with the Agreement App.
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This module is for companies that needs their customer to sign an agreement
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with all the legal information based on the selected agreement template.
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agreement_sale/readme/ROADMAP.rst
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agreement_sale/readme/ROADMAP.rst
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The roadmap is documented on https://github.com/OCA/contract/issues.
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agreement_sale/readme/USAGE.rst
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agreement_sale/readme/USAGE.rst
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To use this module:
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* Go to Sales
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* Create or select a quotation
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* Set the agreement template and add some products
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* Confirm the quotation. An agreement is created and linked to the sales order:
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* the agreement template is copied into an agreement with a copy of the
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sections, clauses, recitals and appendices
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* all the sales order lines are added as agreement lines
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* the products on the SO with BOM are added as service profile on the agreement
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* the customer information is set from the sales order
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* the eventual analytic account linked to the sales order is set on the agreement
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* the agreement is linked to the sales order and vice versa
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BIN
agreement_sale/static/description/icon.png
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BIN
agreement_sale/static/description/icon.png
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After Width: | Height: | Size: 6.6 KiB |
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agreement_sale/views/agreement.xml
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agreement_sale/views/agreement.xml
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<?xml version="1.0"?>
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<odoo>
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<!-- Copyright 2018 Open Source Integrators
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License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). -->
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<!-- Agreement Form View -->
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<record id="agreement_sale_form_view" model="ir.ui.view">
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<field name="name">agreement.form.view</field>
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<field name="model">agreement</field>
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<field name="inherit_id" ref="agreement.partner_agreement_form_view"/>
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<field name="arch" type="xml">
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<page name="signature" position="after">
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<page name="sales" string="Sales">
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<group>
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<group id="sale_left">
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<field name="sale_id" readonly="1"/>
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</group>
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<group id="sale-right"/>
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</group>
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</page>
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</page>
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</field>
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</record>
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</odoo>
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agreement_sale/views/sale_order.xml
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agreement_sale/views/sale_order.xml
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<?xml version="1.0"?>
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<odoo>
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<!-- Copyright 2018 Open Source Integrators
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License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). -->
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<!-- Agreement Form View -->
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<record id="sale_order_agreement_form_view" model="ir.ui.view">
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<field name="name">sale.order.agreement.form.view</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_order_form"/>
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<field name="arch" type="xml">
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<field name="client_order_ref" position="after">
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<field name="agreement_id"
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readonly="1"
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attrs="{'invisible': [('agreement_id', '=', False)]}"/>
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</field>
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<field name="partner_id" position="after">
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<field name="agreement_template_id"/>
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</field>
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</field>
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</record>
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</odoo>
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Reference in New Issue
Block a user