Merge PR #672 into 14.0

Signed-off-by dreispt
This commit is contained in:
OCA-git-bot
2021-11-26 11:59:20 +00:00
26 changed files with 1455 additions and 0 deletions

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====================
Agreement Legal Sale
====================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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/licence-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%2Fcontract-lightgray.png?logo=github
:target: https://github.com/OCA/contract/tree/14.0/agreement_legal_sale
:alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/110/14.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
Odoo Sales App does not support the management of legal content for agreements
and contracts. It's also not integrated with the Agreement App.
This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module:
* Go to Agreement > Configuration > Templates
* Create a new template with sections and clauses and their respective content
* Go to Agreement > Configuration > Stages
* Create and reorder stages to match your process
Usage
=====
To use this module:
* Go to Sales
* Create or select a quotation
* Set the agreement template and add some products
* Confirm the quotation. An agreement is created and linked to the sales order:
* the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices
* all the sales order lines are added as agreement lines
* the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement
* the customer information is set from the sales order
* the eventual analytic account linked to the sales order is set on the agreement
* the agreement is linked to the sales order and vice versa
Known issues / Roadmap
======================
The roadmap is documented on https://github.com/OCA/contract/issues.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale%0Aversion:%2014.0%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
~~~~~~~
* Open Source Integrators
Contributors
~~~~~~~~~~~~
* Steven Campbell <scampbell@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Other credits
~~~~~~~~~~~~~
The development of this module has been financially supported by:
* Pavlov Media
* Open Source Integrators
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-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px
:target: https://github.com/osi-scampbell
:alt: osi-scampbell
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-osi-scampbell| |maintainer-max3903|
This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/14.0/agreement_legal_sale>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models

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# Copyright (C) 2019 - TODAY, Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Agreement Legal Sale",
"summary": "Create an agreement when the sale order is confirmed",
"version": "14.0.1.0.0",
"license": "AGPL-3",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"category": "Agreement",
"website": "https://github.com/OCA/contract",
"depends": ["agreement_legal", "agreement_sale", "agreement_serviceprofile"],
"data": [
"views/agreement.xml",
"views/sale_order.xml",
],
"installable": True,
"development_status": "Beta",
"maintainers": [
"osi-scampbell",
"max3903",
],
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr ""
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: agreement_sale
#: model:ir.model.fields,field_description:agreement_sale.field_sale_order_agreement_id
#: model:ir.ui.view,arch_db:agreement_sale.product_template_form_view
msgid "Agreement"
msgstr ""
#. module: agreement_sale
#: model:ir.model.fields,field_description:agreement_sale.field_sale_order_agreement_template_id
msgid "Agreement Template"
msgstr ""
#. module: agreement_sale
#: model:ir.model.fields,field_description:agreement_sale.field_product_product_is_serviceprofile
#: model:ir.model.fields,field_description:agreement_sale.field_product_template_is_serviceprofile
msgid "Create a Service Profile"
msgstr ""
#. module: agreement_sale
#: model:ir.model.fields,help:agreement_sale.field_product_product_is_serviceprofile
#: model:ir.model.fields,help:agreement_sale.field_product_template_is_serviceprofile
msgid "If True, this product will create a service profile on the\n"
" agreement when the sales order is confirmed."
msgstr ""
#. module: agreement_sale
#: model:ir.model,name:agreement_sale.model_product_template
msgid "Product Template"
msgstr ""
#. module: agreement_sale
#: model:ir.model,name:agreement_sale.model_sale_order
msgid "Quotation"
msgstr ""
#. module: agreement_sale
#: model:ir.ui.view,arch_db:agreement_sale.agreement_sale_form_view
msgid "Sales"
msgstr ""
#. module: agreement_sale
#: model:ir.model.fields,field_description:agreement_sale.field_agreement_sale_id
msgid "Sales Order"
msgstr ""
#. module: agreement_sale
#: model:ir.model,name:agreement_sale.model_agreement
msgid "agreement"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2019-05-10 14:03+0000\n"
"Last-Translator: Maria Sparenberg <maria.sparenberg@gmx.net>\n"
"Language-Team: none\n"
"Language: de\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 3.5.1\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr "Vereinbarung"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr "Vereinbarungspositionen"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr "Vereinbarungsvorlage"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr "Kostenstelle"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr "Verkaufsauftrag"
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr "Verkauf"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr "Verkaufsauftrag"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr "Auftragszeile"
#~ msgid "Create a Service Profile"
#~ msgstr "Dienstleistungsprofil erstellen"
#~ msgid ""
#~ "If True, this product will create a service profile on the\n"
#~ " agreement when the sales order is confirmed."
#~ msgstr ""
#~ "Wenn der Haken gesetzt ist, wird dieses Produkt ein Dienstleistungsprofil "
#~ "in der Vereinbarung erzeugen, sobald der Verkaufsauftrag bestätigt wird."
#~ msgid "Product Template"
#~ msgstr "Produktvorlage"
#~ msgid "Quotation"
#~ msgstr "Angebot"
#~ msgid "agreement"
#~ msgstr "Vereinbarung"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: Automatically generated\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr ""
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr ""
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2019-04-19 17:15+0000\n"
"Last-Translator: Yves Goldberg <admin@ygol.com>\n"
"Language-Team: none\n"
"Language: fr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 3.5.1\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr "Accord"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr "Lignes de l'accord"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr "Modèle d'accord"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr "Compte Analytique"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr "Commande"
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr "Vente"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr "Commandes"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr "Ligne de commande"
#~ msgid "Create a Service Profile"
#~ msgstr "Créer un profil de service"
#~ msgid ""
#~ "If True, this product will create a service profile on the\n"
#~ " agreement when the sales order is confirmed."
#~ msgstr ""
#~ "Si Vrai, ce produit créera un profil de service dans\n"
#~ "          l'accord a la confirmation de la commande client."
#~ msgid "Product Template"
#~ msgstr "Modèle Produit"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-02-17 19:13+0000\n"
"Last-Translator: Pedro Castro Silva <pedrocs@exo.pt>\n"
"Language-Team: none\n"
"Language: pt\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 3.10\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr "Acordo"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr "Linhas de Acordo"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr "Modelo de Acordo"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr "Conta Analítica"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr "Encomenda de Venda"
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr "Vendas"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr "Encomenda de Venda"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr "Linha de Encomenda de Venda"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-11-06 08:08+0000\n"
"Last-Translator: Eder Brito <britoederr@gmail.com>\n"
"Language-Team: none\n"
"Language: pt_BR\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 3.10\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr "Acordo"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr "Linhas de Acordo"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr "Modelo de Acordo"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr "Conta Analítica"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr "Pedido de Venda"
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr "Vendas"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr "Pedido de Vendas"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr "Linha do Pedido de Venda"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * agreement_legal_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2019-09-04 18:23+0000\n"
"Last-Translator: 黎伟杰 <674416404@qq.com>\n"
"Language-Team: none\n"
"Language: zh_CN\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=1; plural=0;\n"
"X-Generator: Weblate 3.8\n"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement
msgid "Agreement"
msgstr "协议"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_agreement_line
msgid "Agreement Lines"
msgstr "协议行"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_sale_order__agreement_template_id
msgid "Agreement Template"
msgstr "协议模板"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__analytic_account_id
msgid "Analytic Account"
msgstr "分析账户"
#. module: agreement_legal_sale
#: model:ir.model,name:agreement_legal_sale.model_sale_order
msgid "Sale Order"
msgstr "销售订单"
#. module: agreement_legal_sale
#: model_terms:ir.ui.view,arch_db:agreement_legal_sale.agreement_sale_form_view
msgid "Sales"
msgstr "销售"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement__sale_id
msgid "Sales Order"
msgstr "销售订单"
#. module: agreement_legal_sale
#: model:ir.model.fields,field_description:agreement_legal_sale.field_agreement_line__sale_line_id
msgid "Sales Order Line"
msgstr "销售订单行"
#~ msgid "Create a Service Profile"
#~ msgstr "创建服务配置文件"
#~ msgid ""
#~ "If True, this product will create a service profile on the\n"
#~ " agreement when the sales order is confirmed."
#~ msgstr "如果为真,则当确认销售订单时,此产品将在协议上创建服务配置文件。"
#~ msgid "Product Template"
#~ msgstr "产品模版"

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import (
sale_order,
agreement,
)

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# Copyright (C) 2019 - TODAY, Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
class Agreement(models.Model):
_inherit = "agreement"
sale_id = fields.Many2one("sale.order", string="Sales Order")
analytic_account_id = fields.Many2one(
"account.analytic.account", "Analytic Account", copy=False
)
class AgreementLine(models.Model):
_inherit = "agreement.line"
sale_line_id = fields.Many2one("sale.order.line", string="Sales Order Line")

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# Copyright (C) 2019 - TODAY, Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
class SaleOrder(models.Model):
_inherit = "sale.order"
agreement_template_id = fields.Many2one(
"agreement", string="Agreement Template", domain="[('is_template', '=', True)]"
)
def _action_confirm(self):
res = super(SaleOrder, self)._action_confirm()
for order in self:
if order.agreement_template_id:
order.agreement_id = order.agreement_template_id.copy(
default={
"name": order.name,
"code": order.name,
"is_template": False,
"sale_id": order.id,
"partner_id": order.partner_id.id,
"analytic_account_id": order.analytic_account_id
and order.analytic_account_id.id
or False,
}
)
for line in order.order_line:
# Create agreement line
self.env["agreement.line"].create(
self._get_agreement_line_vals(line)
)
# Create SP's based on product_id config
if line.product_id.is_serviceprofile:
self.create_sp_qty(line, order)
return res
def create_sp_qty(self, line, order):
"""Create line.product_uom_qty SP's"""
if line.product_id.product_tmpl_id.is_serviceprofile:
for i in range(1, int(line.product_uom_qty) + 1):
self.env["agreement.serviceprofile"].create(
self._get_sp_vals(line, order, i)
)
def _get_agreement_line_vals(self, line):
return {
"product_id": line.product_id.id,
"name": line.name,
"agreement_id": line.order_id.agreement_id.id,
"qty": line.product_uom_qty,
"sale_line_id": line.id,
"uom_id": line.product_uom.id,
}
def _get_sp_vals(self, line, order, i):
return {
"name": line.name + " " + str(i),
"product_id": line.product_id.product_tmpl_id.id,
"agreement_id": order.agreement_id.id,
}
def action_confirm(self):
# If sale_timesheet is installed, the _action_confirm()
# may be setting an Analytic Account on the SO.
# But since it is not a dependency, that can happen after
# we create the Agreement.
# To work around that, we check if that is the case,
# and make sure the SO Analytic Account is copied to the Agreement.
for order in self:
agreement = order.agreement_id
if (
order.analytic_account_id
and agreement
and not agreement.analytic_account_id
):
agreement.analytic_account_id = order.analytic_account_id
return super(SaleOrder, self).action_confirm()

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To configure this module:
* Go to Agreement > Configuration > Templates
* Create a new template with sections and clauses and their respective content
* Go to Agreement > Configuration > Stages
* Create and reorder stages to match your process

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@@ -0,0 +1,3 @@
* Steven Campbell <scampbell@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>

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The development of this module has been financially supported by:
* Pavlov Media
* Open Source Integrators

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@@ -0,0 +1,5 @@
Odoo Sales App does not support the management of legal content for agreements
and contracts. It's also not integrated with the Agreement App.
This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.

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@@ -0,0 +1 @@
The roadmap is documented on https://github.com/OCA/contract/issues.

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@@ -0,0 +1,14 @@
To use this module:
* Go to Sales
* Create or select a quotation
* Set the agreement template and add some products
* Confirm the quotation. An agreement is created and linked to the sales order:
* the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices
* all the sales order lines are added as agreement lines
* the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement
* the customer information is set from the sales order
* the eventual analytic account linked to the sales order is set on the agreement
* the agreement is linked to the sales order and vice versa

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

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<body>
<div class="document" id="agreement-legal-sale">
<h1 class="title">Agreement Legal Sale</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/agreement_legal_sale"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Odoo Sales App does not support the management of legal content for agreements
and contracts. Its also not integrated with the Agreement App.</p>
<p>This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<p>To configure this module:</p>
<ul class="simple">
<li>Go to Agreement &gt; Configuration &gt; Templates</li>
<li>Create a new template with sections and clauses and their respective content</li>
<li>Go to Agreement &gt; Configuration &gt; Stages</li>
<li>Create and reorder stages to match your process</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<p>To use this module:</p>
<ul class="simple">
<li>Go to Sales</li>
<li>Create or select a quotation</li>
<li>Set the agreement template and add some products</li>
<li>Confirm the quotation. An agreement is created and linked to the sales order:<ul>
<li>the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices</li>
<li>all the sales order lines are added as agreement lines</li>
<li>the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement</li>
<li>the customer information is set from the sales order</li>
<li>the eventual analytic account linked to the sales order is set on the agreement</li>
<li>the agreement is linked to the sales order and vice versa</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
<p>The roadmap is documented on <a class="reference external" href="https://github.com/OCA/contract/issues">https://github.com/OCA/contract/issues</a>.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal_sale%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
<ul class="simple">
<li>Steven Campbell &lt;<a class="reference external" href="mailto:scampbell&#64;opensourceintegrators.com">scampbell&#64;opensourceintegrators.com</a>&gt;</li>
<li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
<li>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="mailto:support&#64;serpentcs.com">support&#64;serpentcs.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#id8">Other credits</a></h2>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Pavlov Media</li>
<li>Open Source Integrators</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/osi-scampbell"><img alt="osi-scampbell" src="https://github.com/osi-scampbell.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/14.0/agreement_legal_sale">OCA/contract</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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from . import test_sale_order

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# Copyright 2021 Ecosoft Co., Ltd (http://ecosoft.co.th)
# Copyright 2021 Sergio Teruel - Tecnativa
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from datetime import timedelta
from odoo import fields
from odoo.tests.common import TransactionCase
class TestSaleOrder(TransactionCase):
def setUp(self):
super().setUp()
self.test_customer = self.env["res.partner"].create({"name": "TestCustomer"})
self.agreement_type = self.env["agreement.type"].create(
{
"name": "Test Agreement Type",
"domain": "sale",
}
)
self.test_account_analytic_account = self.env[
"account.analytic.account"
].create({"name": "Test Analytic Account"})
self.test_agreement_template = self.env["agreement"].create(
{
"name": "TestAgreementTemplate",
"description": "Test Template",
"special_terms": "Test Template",
"is_template": True,
"partner_id": self.test_customer.id,
"start_date": fields.Date.today(),
"end_date": fields.Date.today() + timedelta(days=365),
"analytic_account_id": self.test_account_analytic_account.id,
}
)
self.test_agreement_template_no_analytic_account_id = self.env[
"agreement"
].create(
{
"name": "TestAgreementTemplate A",
"description": "Test Template",
"special_terms": "Test Template",
"is_template": True,
"partner_id": self.test_customer.id,
"start_date": fields.Date.today(),
"end_date": fields.Date.today() + timedelta(days=365),
}
)
self.test_product = self.env["product.product"].create({"name": "TestProduct"})
self.test_sale_order = self.env["sale.order"].create(
{
"partner_id": self.test_customer.id,
"agreement_template_id": self.test_agreement_template.id,
"date_order": fields.Date.today(),
"order_line": [
(0, 0, {"product_id": self.test_product.id, "product_uom_qty": 1.0})
],
}
)
self.test_product_templ_is_serviceprofile = self.env["product.template"].create(
{"name": "TestProductA", "is_serviceprofile": True}
)
self.test_product_is_serviceprofile = self.env["product.product"].create(
{
"name": "TestProductA",
"is_serviceprofile": True,
"product_tmpl_id": self.test_product_templ_is_serviceprofile.id,
}
)
self.test_sale_order_is_serviceprofile = self.env["sale.order"].create(
{
"partner_id": self.test_customer.id,
"agreement_template_id": self.test_agreement_template.id,
"date_order": fields.Date.today(),
"order_line": [
(
0,
0,
{
"product_id": self.test_product_is_serviceprofile.id,
"product_uom_qty": 1.0,
},
)
],
}
)
self.test_agreement = self.env["agreement"].create(
{
"name": "TestAgreement A",
"description": "Test Agreement A",
"special_terms": "TestAgreement A",
"start_date": fields.Date.today(),
"end_date": fields.Date.today() + timedelta(days=365),
}
)
self.test_sale_order_account_analytic_account = self.env["sale.order"].create(
{
"partner_id": self.test_customer.id,
"agreement_template_id": self.test_agreement_template_no_analytic_account_id.id,
"date_order": fields.Date.today(),
"agreement_id": self.test_agreement.id,
"order_line": [
(0, 0, {"product_id": self.test_product.id, "product_uom_qty": 1.0})
],
}
)
# TEST 01: Test _action_confirm method
def test_action_confirm(self):
sale_order = self.test_sale_order
sale_order._action_confirm()
agreement = self.env["agreement"].search([("sale_id", "=", sale_order.id)])
self.assertEqual(
agreement.sale_id.id,
sale_order.id,
)
# Test 02: is_serviceprofile Product
is_serviceprofile_so = self.test_sale_order_is_serviceprofile
is_serviceprofile_so._action_confirm()
agreement = self.env["agreement"].search(
[("sale_id", "=", is_serviceprofile_so.id)]
)
self.assertEqual(
agreement.sale_id.id,
is_serviceprofile_so.id,
)
# Test 03: Test action_confirm method
self.test_sale_order_account_analytic_account.write(
{"analytic_account_id": self.test_account_analytic_account.id}
)
self.test_sale_order_account_analytic_account.action_confirm()

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<!-- Copyright 2019 Open Source Integrators
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<!-- Agreement Form View -->
<record id="agreement_sale_form_view" model="ir.ui.view">
<field name="name">agreement.form.view</field>
<field name="model">agreement</field>
<field name="inherit_id" ref="agreement_legal.partner_agreement_form_view" />
<field name="arch" type="xml">
<page name="signature" position="after">
<page name="sales" string="Sales">
<group>
<group id="sale_left">
<field name="sale_id" readonly="1" />
<field name="analytic_account_id" />
</group>
<group id="sale_right" />
</group>
</page>
</page>
</field>
</record>
<menuitem
id="agreement.agreement_menu"
action="agreement.agreement_action"
sequence="100"
/>
</odoo>

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@@ -0,0 +1,23 @@
<!-- Copyright 2019 Open Source Integrators
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<!-- Agreement Form View -->
<record id="sale_order_agreement_form_view" model="ir.ui.view">
<field name="name">sale.order.agreement.form.view</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="agreement_sale.sale_order_agreement_form_view" />
<field name="arch" type="xml">
<field name="agreement_id" position="attributes">
<attribute name="readonly" eval='1' />
<attribute
name="attrs"
>{'invisible': [('agreement_id', '=', False)]}</attribute>
</field>
<field name="partner_id" position="after">
<field name="agreement_template_id" />
</field>
</field>
</record>
</odoo>