Merge pull request #196 from ursais/11.0-add-agreement

[IMP] Models and views

agreement/models/__init__.py

@@ -2,6 +2,7 @@
 
 from . import (
     res_config_settings,
+    account,
     agreement,
     agreement_clause,
     agreement_section,

agreement/models/account.py

@@ -0,0 +1,10 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AccountAnalyticLine(models.Model):
+    _inherit = 'account.analytic.line'
+
+    agreement_id = fields.Many2one('agreement', string='Agreement')

agreement/models/agreement.py

@@ -1,7 +1,7 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
-from odoo import api, models, fields, _
+from odoo import api, fields, models, _
 
 
 class Agreement(models.Model):
@@ -58,26 +58,20 @@ class Agreement(models.Model):
              "removing it."
     )
     company_signed_date = fields.Date(
-        string="Company Signed Date",
+        string="Signed on",
         track_visibility='onchange',
         help="Date the contract was signed by Company."
     )
-    customer_signed_date = fields.Date(
+    partner_signed_date = fields.Date(
-        string="Customer Signed Date",
+        string="Signed on",
         track_visibility='onchange',
-        help="Date the contract was signed by Customer."
+        help="Date the contract was signed by the Partner."
     )
-    customer_term = fields.Integer(
+    term = fields.Integer(
-        string="Customer Term (Months)",
+        string="Term (Months)",
         track_visibility='onchange',
-        help="Number of months this agreement/contract is in effect with "
+        help="Number of months this agreement/contract is in effect with the "
-             "customer."
+             "partner."
-    )
-    vendor_term = fields.Integer(
-        string="Vendor Term (Months)",
-        track_visibility='onchange',
-        help="Number of months this agreement/contract is in effect with "
-             "vendor."
     )
     expiration_notice = fields.Integer(
         string="Exp. Notice (Days)",
@@ -161,49 +155,48 @@ class Agreement(models.Model):
         string="Approved By",
         track_visibility='onchange'
     )
-
     currency_id = fields.Many2one(
         'res.currency',
         string='Currency'
     )
-    customer_id = fields.Many2one(
+    partner_id = fields.Many2one(
         'res.partner',
-        string="Customer",
+        string="Partmer",
         copy=True,
-        help="The customer this agreement is related to (If Applicable)."
+        help="The customer or vendor this agreement is related to."
     )
-    vendor_id = fields.Many2one(
+    company_partner_id = fields.Many2one(
         'res.partner',
-        string="Vendor",
+        string="Company",
         copy=True,
-        help="The vendor this agreement is related to (If Applicable)."
+        default=lambda self: self.env.user.company_id.partner_id
     )
-    customer_contact_id = fields.Many2one(
+    partner_contact_id = fields.Many2one(
         'res.partner',
-        string="Customer Contact",
+        string="Partner Contact",
         copy=True,
-        help="The primary customer contact (If Applicable)."
+        help="The primary partner contact (If Applicable)."
     )
-    customer_contact_phone = fields.Char(
+    partner_contact_phone = fields.Char(
-        related='customer_contact_id.phone',
+        related='partner_contact_id.phone',
         string="Phone"
     )
-    customer_contact_email = fields.Char(
+    partner_contact_email = fields.Char(
-        related='customer_contact_id.email',
+        related='partner_contact_id.email',
         string="Email"
     )
-    vendor_contact_id = fields.Many2one(
+    company_contact_id = fields.Many2one(
         'res.partner',
-        string="Vendor Contact",
+        string="Company Contact",
         copy=True,
-        help="The primary vendor contact (If Applicable)."
+        help="The primary contact in the company."
     )
-    vendor_contact_phone = fields.Char(
+    company_contact_phone = fields.Char(
-        related='vendor_contact_id.phone',
+        related='company_contact_id.phone',
         string="Phone"
     )
-    vendor_contact_email = fields.Char(
+    company_contact_email = fields.Char(
-        related='vendor_contact_id.email',
+        related='company_contact_id.email',
         string="Email"
     )
     agreement_type_id = fields.Many2one(
@@ -243,14 +236,14 @@ class Agreement(models.Model):
     )
     company_signed_user_id = fields.Many2one(
         'res.users',
-        string="Company Signed By",
+        string="Signed By",
         track_visibility='onchange',
         help="The user at our company who authorized/signed the agreement or "
              "contract."
     )
-    customer_signed_user_id = fields.Many2one(
+    partner_signed_user_id = fields.Many2one(
         'res.partner',
-        string="Customer Signed By",
+        string="Signed By",
         track_visibility='onchange',
         help="Contact on the account that signed the agreement/contract."
     )
@@ -284,6 +277,12 @@ class Agreement(models.Model):
         string="Clauses",
         copy=True
     )
+    analytic_id = fields.Many2one('account.analytic.account',
+                                  string='Analytic Account', index=True)
+    analytic_line_ids = fields.One2many('account.analytic.line',
+                                        'agreement_id',
+                                        string='Revenues and Costs',
+                                        copy=False)
     previous_version_agreements_ids = fields.One2many(
         'agreement',
         'parent_agreement_id',
@@ -325,11 +324,11 @@ class Agreement(models.Model):
     )
 
     # compute contract_value field
-    @api.depends('total_customer_mrc', 'total_customer_nrc', 'customer_term')
+    @api.depends('total_customer_mrc', 'total_customer_nrc', 'term')
     def _compute_contract_value(self):
         for record in self:
             record.contract_value =\
-                (record.total_customer_mrc * record.customer_term) +\
+                (record.total_customer_mrc * record.term) +\
                 record.total_customer_nrc
 
     # compute total_company_mrc field

agreement/models/res_partner.py

@@ -6,5 +6,5 @@ from odoo import models, fields
 
 class Partner(models.Model):
     _inherit = 'res.partner'
-    agreement_ids = fields.One2many('agreement', 'customer_id',
+    agreement_ids = fields.One2many('agreement', 'partner_id',
                                     string="Agreements")

agreement/views/agreement.xml

@@ -8,8 +8,8 @@
         <field name="arch" type="xml">
             <tree default_order='name'>
                 <field name="name"/>
-                <field name="customer_id"/>
+                <field name="partner_id"/>
-                <field name="vendor_id"/>
+                <field name="company_partner_id"/>
                 <field name="parent_agreement_id"/>
                 <field name="agreement_type_id"/>
                 <field name="agreement_subtype_id"/>
@@ -40,7 +40,7 @@
                         <group>
                             <field name="reference" readonly="1"/>
                             <field name="parent_agreement_id"
-                                   domain="[('customer_id', '=', customer_id)]"/>
+                                   domain="[('partner_id', '=', partner_id)]"/>
                             <field name="is_template"/>
                         </group>
                         <group>
@@ -62,33 +62,33 @@
                                nolabel="1"/>
                     </group>
                     <group name="parties" string="Parties">
-                        <group name="customer_left"
+                        <group name="partner"
-                               string="Customer">
+                               string="Partner">
                             <div class="o_address_format">
-                                <field name="customer_id"
+                                <field name="partner_id"
                                        domain="[('customer', '=', True)]"
                                        context="{'show_address': 1}"
                                        options="{&quot;always_reload&quot;: True}"/>
                             </div>
                         </group>
-                        <group name="vendor_right"
+                        <group name="company"
-                               string="Vendor">
+                               string="Company">
                             <div class="o_address_format">
-                                <field name="vendor_id"
+                                <field name="company_partner_id"
-                                       domain="[('supplier', '=', True)]"
+                                       readonly="1"
                                        context="{'show_address': 1}"
                                        options="{&quot;always_reload&quot;: True}"/>
                             </div>
                         </group>
-                        <group name="contact_left" string="Primary Contact">
+                        <group name="partner_left" string="Primary Contact">
-                            <field name="customer_contact_id" domain="[('parent_id', '=', customer_id)]" nolabel="1"/>
+                            <field name="partner_contact_id" domain="[('parent_id', '=', partner_id)]" nolabel="1"/>
-                            <field name="customer_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="partner_contact_phone" widget="phone" readonly="1" nolabel="1"/>
-                            <field name="customer_contact_email" widget="email" readonly="1" nolabel="1"/>
+                            <field name="partner_contact_email" widget="email" readonly="1" nolabel="1"/>
                         </group>
                         <group name="contact_right" string="Primary Contact">
-                            <field name="vendor_contact_id" domain="[('parent_id', '=', vendor_id)]" nolabel="1"/>
+                            <field name="company_contact_id" domain="[('parent_id', '=', company_partner_id)]" nolabel="1"/>
-                            <field name="vendor_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="company_contact_phone" widget="phone" readonly="1" nolabel="1"/>
-                            <field name="vendor_contact_email" widget="email" readonly="1" nolabel="1"/>
+                            <field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
                         </group>
                     </group>
                     <group name="term_information">
@@ -97,13 +97,12 @@
                             <field name="end_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
                             <field name="expiration_notice"/>
                             <field name="change_notice"/>
-                            <field name="notification_address_id" domain="['|',('parent_id','=',customer_id),('parent_id','=',vendor_id)]"/>
+                            <field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"/>
                             <field name="termination_requested"/>
                             <field name="termination_date"/>
                         </group>
                         <group name="paymentterm_right" string="Payment Terms">
-                            <field name="customer_term" attrs="{'invisible': [('customer_id', '=', False)]}"/>
+                            <field name="term" attrs="{'invisible': [('partner_id', '=', False)]}"/>
-                            <field name="vendor_term" attrs="{'invisible': [('vendor_id', '=', False)]}"/>
                             <field name="payment_term_id" widget="selection"/>
                             <field name="renewal_type_id" widget="selection"/>
                             <field name="increase_type_id" widget="selection"/>
@@ -143,16 +142,16 @@
                         </page>
                         <page name="signature" string="Signatures">
                             <group>
+                                <group string="Partner">
+                                    <field name="partner_signed_date"/>
+                                    <field name="partner_signed_user_id" domain="[('parent_id', '=', partner_id)]"/>
+                                </group>
                                 <group string="Company">
                                     <field name="company_signed_date"/>
                                     <field name="company_signed_user_id"/>
                                     <field name="signed_contract" filename="signed_contract_filename"/>
                                     <field name="signed_contract_filename" invisible="1"/>
                                 </group>
-                                <group string="Customer">
-                                    <field name="customer_signed_date"/>
-                                    <field name="customer_signed_user_id" domain="[('parent_id', '=', customer_id)]"/>
-                                </group>
                             </group>
                         </page>
                         <page name="products" string="Products/Services">
@@ -160,8 +159,20 @@
                                 <field name="product_ids" nolabel="1"/>
                             </group>
                         </page>
-                        <page name="costs" string="Costs">
+                        <page name="financials" string="Financials">
-                            <group string="Financial Details">
+                            <group>
+                                <group>
+                                    <field name="analytic_id"/>
+                                </group>
+                                <group></group>
+                            </group>
+                            <group string="Revenues and Costs">
+                                <field name="analytic_line_ids"
+                                       readonly="1"
+                                       nolabel="1"/>
+                            </group>
+                            <!--
+                            <group string="Financial Details>
                                 <group string="Company">
                                     <field name="total_company_mrc"/>
                                     <field name="total_company_nrc"/>
@@ -172,7 +183,7 @@
                                     <field name="total_customer_mrc"/>
                                     <field name="total_customer_nrc"/>
                                 </group>
-                            </group>
+                            </group> -->
                         </page>
                         <page name="child_agreements" string="Child Agreements">
                             <field name="child_agreements_ids">
@@ -235,7 +246,7 @@
                                             <field name="name"/>
                                         </strong><br/>
                                         <div class="o_kanban_record_subtitle text-muted">
-                                            <field name="customer_id" invisible="context.get('default_customer_id', False)"/>
+                                            <field name="partner_id" invisible="context.get('default_partner_id', False)"/>
                                             <t t-if="record.start_date.raw_value and record.start_date.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
                                             <div t-attf-class="#{red || ''}">
                                                 <i><field name="start_date"/></i>
@@ -285,12 +296,40 @@
                 <filter name="filter_non_template" string="Non-Templates" domain="[('active','=',True),('is_template', '=', False)]"/>
                 <filter name="filter_inactive" string="Archived" domain="[('active','=',False)]"/>
                 <filter name="filter_templates" string="Templates" domain="[('active','=',True),('is_template', '=', True)]"/>
-                <filter name="group_customer_id" string="customers" icon="terp-partner" context="{'group_by':'customer_id'}"/>
+                <filter name="group_partner_id" string="Partners" icon="terp-partner" context="{'group_by':'partner_id'}"/>
                 <filter name="group_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
             </search>
         </field>
     </record>
 
+    <!-- Agreement Reporting -->
+    <record id="agreement_graph_view" model="ir.ui.view">
+        <field name="name">agreement.graph</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <graph string="Agreements" type="bar">
+                <field name="stage_id" type="row"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="agreement_pivot_view" model="ir.ui.view">
+        <field name="name">agreement.pivot</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <pivot string="Agreements" display_quantity="true">
+                <field name="stage_id" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="action_agreement_report_order" model="ir.actions.act_window">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">graph,pivot</field>
+    </record>
+
     <!-- Adding a new filter to the order line search view -->
     <record id="order_lines_search_view" model="ir.ui.view">
         <field name="name">Order Lines Search</field>

agreement/views/menu.xml

@@ -67,6 +67,13 @@
             parent="agreement_root"
             groups="agreement.group_agreement_manager"/>
 
+    <menuitem
+            name="Agreements"
+            id="agreement_agreement_reporting"
+            sequence="10"
+            parent="agreement_reporting"
+            action="action_agreement_report_order"/>
+
     <!-- Configuration -->
     <menuitem
             name="Configuration"