Merge pull request #194 from ursais/11.0-add-agreement

[ADD] agreement

agreement/README.rst

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+**This file is going to be generated by oca-gen-addon-readme.**
+
+*Manual changes will be overwritten.*
+
+Please provide content in the ``readme`` directory:
+
+* **DESCRIPTION.rst** (required)
+* INSTALL.rst (optional)
+* CONFIGURE.rst (optional)
+* **USAGE.rst** (optional, highly recommended)
+* DEVELOP.rst (optional)
+* ROADMAP.rst (optional)
+* HISTORY.rst (optional, recommended)
+* **CONTRIBUTORS.rst** (optional, highly recommended)
+* CREDITS.rst (optional)
+
+Content of this README will also be drawn from the addon manifest,
+from keys such as name, authors, maintainers, development_status,
+and license.
+
+A good, one sentence summary in the manifest is also highly recommended.

agreement/__init__.py

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+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

agreement/__manifest__.py

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+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Agreements',
+    'summary': 'Manage Agreements, LOI and Contracts',
+    'author': 'Pavlov Media, '
+              'Open Source Integrators, '
+              'Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/contract',
+    'category': 'Partner',
+    'license': 'AGPL-3',
+    'version': '11.0.0.0.1',
+    'depends': [
+        'account',
+        'contacts',
+        'mail',
+        'product',
+        'sale_management',
+    ],
+    'data': [
+        'data/ir_sequence.xml',
+        'data/module_category.xml',
+        'data/agreement_stage.xml',
+        'security/res_groups.xml',
+        'security/ir.model.access.csv',
+        'views/res_config_settings.xml',
+        'views/reports.xml',
+        'views/agreement.xml',
+        'views/agreement_clause.xml',
+        'views/agreement_section.xml',
+        'views/agreement_stages.xml',
+        'views/agreement_type.xml',
+        'views/agreement_subtype.xml',
+        'views/agreement_renewaltype.xml',
+        'views/agreement_increasetype.xml',
+        'views/res_partner.xml',
+        'views/menu.xml',
+    ],
+    'application': True,
+    'development_status': 'Beta',
+    'maintainers': 'max3903',
+}

agreement/data/agreement_stage.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="agreement_stage_new" model="agreement.stage">
+        <field name="name">New</field>
+        <field name="sequence">10</field>
+    </record>
+
+    <record id="agreement_stage_draft" model="agreement.stage">
+        <field name="name">Draft</field>
+        <field name="sequence">20</field>
+    </record>
+
+    <record id="agreement_stage_reviewed" model="agreement.stage">
+        <field name="name">Reviewed</field>
+        <field name="sequence">30</field>
+    </record>
+
+    <record id="agreement_stage_negotiation" model="agreement.stage">
+        <field name="name">Negotiation</field>
+        <field name="sequence">40</field>
+    </record>
+
+    <record id="agreement_stage_out" model="agreement.stage">
+        <field name="name">Out for Customer Signature</field>
+        <field name="sequence">50</field>
+    </record>
+
+    <record id="agreement_stage_internal" model="agreement.stage">
+        <field name="name">Waiting Internal Signature</field>
+        <field name="sequence">60</field>
+    </record>
+
+    <record id="agreement_stage_active" model="agreement.stage">
+        <field name="name">Active</field>
+        <field name="sequence">70</field>
+    </record>
+
+    <record id="agreement_stage_expired" model="agreement.stage">
+        <field name="name">Expired</field>
+        <field name="sequence">80</field>
+    </record>
+
+    <record id="agreement_stage_cancelled" model="agreement.stage">
+        <field name="name">Cancelled</field>
+        <field name="sequence">100</field>
+        <field name="fold">True</field>
+    </record>
+</odoo>

agreement/data/ir_sequence.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- Sequence for agreement -->
+    <record id="seq_agreement" model="ir.sequence">
+        <field name="name">Agreements</field>
+        <field name="code">agreement</field>
+        <field name="prefix">AG</field>
+        <field name="padding">3</field>
+        <field name="company_id" eval="False"/>
+    </record>
+
+</odoo>

agreement/data/module_category.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="agreement" model="ir.module.category">
+        <field name="name">Agreement</field>
+        <field name="sequence">80</field>
+    </record>
+
+</odoo>

agreement/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import (
+    res_config_settings,
+    agreement,
+    agreement_clause,
+    agreement_section,
+    agreement_stage,
+    agreement_type,
+    agreement_subtype,
+    res_partner,
+    product_template,
+    agreement_renewaltype,
+    agreement_increasetype,
+)

agreement/models/agreement.py

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+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, models, fields, _
+
+
+class Agreement(models.Model):
+    _name = 'agreement'
+    _inherit = ['mail.thread']
+
+    def _default_stage_id(self):
+        return self.env.ref('agreement.agreement_stage_new')
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )
+    is_template = fields.Boolean(
+        string="Is a Template?",
+        default=False,
+        copy=False,
+        help="Make this agreement a template."
+    )
+    version = fields.Integer(
+        string="Version",
+        default=1,
+        copy=False,
+        help="The versions are used to keep track of document history and "
+             "previous versions can be referenced."
+    )
+    revision = fields.Integer(
+        string="Revision",
+        default=0,
+        copy=False,
+        help="The revision will increase with every save event."
+    )
+    description = fields.Text(
+        string="Description",
+        track_visibility='onchange',
+        help="Description of the agreement"
+    )
+    start_date = fields.Date(
+        string="Start Date",
+        track_visibility='onchange',
+        help="When the agreement starts."
+    )
+    end_date = fields.Date(
+        string="End Date",
+        track_visibility='onchange',
+        help="When the agreement ends."
+    )
+    color = fields.Integer()
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide the agreement without "
+             "removing it."
+    )
+    company_signed_date = fields.Date(
+        string="Company Signed Date",
+        track_visibility='onchange',
+        help="Date the contract was signed by Company."
+    )
+    customer_signed_date = fields.Date(
+        string="Customer Signed Date",
+        track_visibility='onchange',
+        help="Date the contract was signed by Customer."
+    )
+    customer_term = fields.Integer(
+        string="Customer Term (Months)",
+        track_visibility='onchange',
+        help="Number of months this agreement/contract is in effect with "
+             "customer."
+    )
+    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)",
+        track_visibility='onchange',
+        help="Number of Days before expiration to be notified."
+    )
+    change_notice = fields.Integer(
+        string="Change Notice (Days)",
+        track_visibility='onchange',
+        help="Number of Days to be notified before changes."
+    )
+    special_terms = fields.Text(
+        string="Special Terms",
+        track_visibility='onchange',
+        help="Any terms that you have agreed to and want to track on the "
+             "agreement/contract."
+    )
+    contract_value = fields.Monetary(
+        compute='_compute_contract_value',
+        string="Contract Value",
+        help="Total value of the contract over ther entire term.",
+        store=True
+    )
+    reference = fields.Char(
+        string="Reference",
+        required=True,
+        default=lambda self: _('New'),
+        track_visibility='onchange',
+        help="ID used for internal contract tracking.")
+    total_company_mrc = fields.Monetary(
+        'Company MRC',
+        currency_field='currency_id',
+        help="Total company monthly recurring costs."
+    )
+    total_customer_mrc = fields.Monetary(
+        'Customer MRC',
+        currency_field='currency_id',
+        help="Total custemer monthly recurring costs."
+    )
+    total_company_nrc = fields.Monetary(
+        'Company NRC',
+        currency_field='currency_id',
+        help="Total company non-recurring costs."
+    )
+    total_customer_nrc = fields.Monetary(
+        'Customer NRC',
+        currency_field='currency_id',
+        help="Total custemer non-monthly recurring costs."
+    )
+    increase_type_id = fields.Many2one(
+        'agreement.increasetype',
+        string="Increase Type",
+        track_visibility='onchange',
+        help="The amount that certain rates may increase."
+    )
+    termination_requested = fields.Date(
+        string="Termination Requested Date",
+        track_visibility='onchange',
+        help="Date that a request for termination was received."
+    )
+    termination_date = fields.Date(
+        string="Termination Date",
+        track_visibility='onchange',
+        help="Date that the contract was terminated."
+    )
+    reviewed_date = fields.Date(
+        string="Reviewed Date",
+        track_visibility='onchange'
+    )
+    reviewed_user_id = fields.Many2one(
+        'res.users',
+        string="Reviewed By",
+        track_visibility='onchange'
+    )
+    approved_date = fields.Date(
+        string="Approved Date",
+        track_visibility='onchange'
+    )
+    approved_user_id = fields.Many2one(
+        'res.users',
+        string="Approved By",
+        track_visibility='onchange'
+    )
+
+    currency_id = fields.Many2one(
+        'res.currency',
+        string='Currency'
+    )
+    customer_id = fields.Many2one(
+        'res.partner',
+        string="Customer",
+        copy=True,
+        help="The customer this agreement is related to (If Applicable)."
+    )
+    vendor_id = fields.Many2one(
+        'res.partner',
+        string="Vendor",
+        copy=True,
+        help="The vendor this agreement is related to (If Applicable)."
+    )
+    customer_contact_id = fields.Many2one(
+        'res.partner',
+        string="Customer Contact",
+        copy=True,
+        help="The primary customer contact (If Applicable)."
+    )
+    customer_contact_phone = fields.Char(
+        related='customer_contact_id.phone',
+        string="Phone"
+    )
+    customer_contact_email = fields.Char(
+        related='customer_contact_id.email',
+        string="Email"
+    )
+    vendor_contact_id = fields.Many2one(
+        'res.partner',
+        string="Vendor Contact",
+        copy=True,
+        help="The primary vendor contact (If Applicable)."
+    )
+    vendor_contact_phone = fields.Char(
+        related='vendor_contact_id.phone',
+        string="Phone"
+    )
+    vendor_contact_email = fields.Char(
+        related='vendor_contact_id.email',
+        string="Email"
+    )
+    agreement_type_id = fields.Many2one(
+        'agreement.type',
+        string="Agreement Type",
+        track_visibility='onchange',
+        help="Select the type of agreement."
+    )
+    agreement_subtype_id = fields.Many2one(
+        'agreement.subtype',
+        string="Agreement Sub-type",
+        track_visibility='onchange',
+        help="Select the sub-type of this agreement. Sub-Types are related to "
+             "agreement types."
+    )
+    product_ids = fields.Many2many(
+        'product.template',
+        string="Products & Services")
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string="Sales Order",
+        track_visibility='onchange',
+        copy=False,
+        help="Select the Sales Order that this agreement is related to."
+    )
+    payment_term_id = fields.Many2one(
+        'account.payment.term',
+        string="Payment Term",
+        track_visibility='onchange',
+        help="Terms of payments."
+    )
+    assigned_user_id = fields.Many2one(
+        'res.users',
+        string="Assigned To",
+        track_visibility='onchange',
+        help="Select the user who manages this agreement."
+    )
+    company_signed_user_id = fields.Many2one(
+        'res.users',
+        string="Company Signed By",
+        track_visibility='onchange',
+        help="The user at our company who authorized/signed the agreement or "
+             "contract."
+    )
+    customer_signed_user_id = fields.Many2one(
+        'res.partner',
+        string="Customer Signed By",
+        track_visibility='onchange',
+        help="Contact on the account that signed the agreement/contract."
+    )
+    parent_agreement_id = fields.Many2one(
+        'agreement',
+        string="Parent Agreement",
+        help="Link this agreement to a parent agreement. For example if this "
+             "agreement is an amendment to another agreement. This list will "
+             "only show other agreements related to the same account."
+    )
+    renewal_type_id = fields.Many2one(
+        'agreement.renewaltype',
+        string="Renewal Type",
+        track_visibility='onchange',
+        help="Describes what happens after the contract expires."
+    )
+    order_lines_services_ids = fields.One2many(
+        related='sale_order_id.order_line',
+        string="Service Order Lines",
+        copy=False
+    )
+    sections_ids = fields.One2many(
+        'agreement.section',
+        'agreement_id',
+        string="Sections",
+        copy=True
+    )
+    clauses_ids = fields.One2many(
+        'agreement.clause',
+        'agreement_id',
+        string="Clauses",
+        copy=True
+    )
+    previous_version_agreements_ids = fields.One2many(
+        'agreement',
+        'parent_agreement_id',
+        string="Child Agreements",
+        copy=False,
+        domain=[('active', '=', False)]
+    )
+    child_agreements_ids = fields.One2many(
+        'agreement',
+        'parent_agreement_id',
+        string="Child Agreements",
+        copy=False,
+        domain=[('active', '=', True)]
+    )
+    products_ids = fields.Many2many(
+        'product.template',
+        string="Products",
+        copy=False
+    )
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('active', 'Active'),
+        ('inactive', 'Inactive')],
+        default='draft',
+        track_visibility='always'
+    )
+    notification_address_id = fields.Many2one(
+        'res.partner',
+        string="Notification Address",
+        help="The address to send notificaitons to, if different from "
+             "customer address.(Address Type = Other)"
+    )
+    signed_contract_filename = fields.Char(
+        string="Filename"
+    )
+    signed_contract = fields.Binary(
+        string="Signed Document",
+        track_visibility='always'
+    )
+
+    # compute contract_value field
+    @api.depends('total_customer_mrc', 'total_customer_nrc', 'customer_term')
+    def _compute_contract_value(self):
+        for record in self:
+            record.contract_value =\
+                (record.total_customer_mrc * record.customer_term) +\
+                record.total_customer_nrc
+
+    # compute total_company_mrc field
+    @api.depends('order_lines_services_ids', 'sale_order_id')
+    def _compute_company_mrc(self):
+        order_lines = self.env['sale.order.line'].search(
+            [('is_service', '=', True)])
+        amount_total = sum(order_lines.mapped('purchase_price'))
+        for record in self:
+            record.total_company_mrc = amount_total
+
+    # Used for Kanban grouped_by view
+    @api.model
+    def _read_group_stage_ids(self, stages, domain, order):
+        stage_ids = self.env['agreement.stage'].search([])
+        return stage_ids
+
+    stage_id = fields.Many2one(
+        'agreement.stage',
+        string="Stage",
+        group_expand='_read_group_stage_ids',
+        help="Select the current stage of the agreement.",
+        track_visibility='onchange',
+        index=True,
+        default=lambda self: self._default_stage_id(),
+    )
+
+    # Create New Version Button
+    @api.multi
+    def create_new_version(self, vals):
+        for rec in self:
+            if not rec.state == 'draft':
+                # Make sure status is draft
+                rec.state = 'draft'
+            default_vals = {'name': '{0} - OLD VERSION'.format(rec.name),
+                            'active': False,
+                            'parent_agreement_id': rec.id}
+            # Make a current copy and mark it as old
+            rec.copy(default=default_vals)
+            # Increment the Version
+            rec.version = rec.version + 1
+        # Reset revision to 0 since it's a new version
+        vals['revision'] = 0
+        return super(Agreement, self).write(vals)
+
+    def create_new_agreement(self):
+        default_vals = {'name': 'NEW',
+                        'active': True,
+                        'version': 1,
+                        'revision': 0,
+                        'state': 'draft'}
+        res = self.copy(default=default_vals)
+        return {'res_model': 'agreement',
+                'type': 'ir.actions.act_window',
+                'view_mode': 'form',
+                'view_type': 'form',
+                'res_id': res.id}
+
+    @api.model
+    def create(self, vals):
+        if vals.get('reference', _('New')) == _('New'):
+            vals['reference'] = \
+                self.env['ir.sequence'].next_by_code('agreement') or _('New')
+        return super(Agreement, self).create(vals)
+
+    # Increments the revision on each save action
+    @api.multi
+    def write(self, vals):
+        vals['revision'] = self.revision + 1
+        return super(Agreement, self).write(vals)

agreement/models/agreement_clause.py

@@ -0,0 +1,80 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields, api
+
+
+# Main Agreement clause Records Model
+class AgreementClause(models.Model):
+    _name = 'agreement.clause'
+    _order = 'clause_sequence'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )
+    clause_sequence = fields.Integer(
+        string="Sequence"
+    )
+    agreement_id = fields.Many2one(
+        'agreement',
+        string="Agreement",
+        ondelete="cascade"
+    )
+    section_id = fields.Many2one(
+        'agreement.section',
+        string="Section",
+        ondelete="cascade"
+    )
+    content = fields.Html(
+        string="Clause Content"
+    )
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide the agreement without "
+             "removing it."
+    )
+
+    # Placeholder fields
+    model_id = fields.Many2one(
+        'ir.model',
+        string="Applies to",
+        help="The type of document this template can be used with."
+    )
+    model_object_field_id = fields.Many2one(
+        'ir.model.fields',
+        string="Field",
+        help="Select target field from the related document model. If it is a "
+             "relationship field you will be able to select a target field at "
+             "the destination of the relationship."
+    )
+    sub_object_id = fields.Many2one(
+        'ir.model',
+        string="Sub-model",
+        help="When a relationship field is selected as first field, this "
+             "field shows the document model the relationship goes to."
+    )
+    sub_model_object_field_id = fields.Many2one(
+        'ir.model.fields',
+        string="Sub-field",
+        help="When a relationship field is selected as first field, this "
+             "field lets you select the target field within the destination "
+             "document model (sub-model)."
+    )
+    null_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty."
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="Final placeholder expression, to be copy-pasted in the desired "
+             "template field."
+    )
+
+    @api.model
+    def create(self, vals):
+        seq = self.env['ir.sequence'].next_by_code('agreement.clause') or '/'
+        vals['clause_sequence'] = seq
+        return super(AgreementClause, self).create(vals)

agreement/models/agreement_increasetype.py

@@ -0,0 +1,26 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Increase Type Records Model
+class AgreementIncreaseType(models.Model):
+    _name = 'agreement.increasetype'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True,
+        help="Increase types describe any increases that may happen during "
+             "the contract."
+    )
+    description = fields.Text(
+        string="Description",
+        required=True,
+        help="Description of the renewal type."
+    )
+    increase_percent = fields.Integer(
+        string="Increase Percentage",
+        help="Percentage that the amount will increase."
+    )

agreement/models/agreement_renewaltype.py

@@ -0,0 +1,22 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Section Records Model
+class AgreementRenewalType(models.Model):
+    _name = 'agreement.renewaltype'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True,
+        help="Renewal types describe what happens after the "
+             "agreement/contract expires."
+    )
+    description = fields.Text(
+        string="Description",
+        required=True,
+        help="Description of the renewal type."
+    )

agreement/models/agreement_section.py

@@ -0,0 +1,80 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields, api
+
+
+# Main Agreement Section Records Model
+class AgreementSection(models.Model):
+    _name = 'agreement.section'
+    _order = 'section_sequence'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )
+    section_sequence = fields.Integer(
+        string="Sequence"
+    )
+    agreement_id = fields.Many2one(
+        'agreement',
+        string="Agreement",
+        ondelete="cascade"
+    )
+    clauses_ids = fields.One2many(
+        'agreement.clause',
+        'section_id',
+        string="Clauses"
+    )
+    content = fields.Html(
+        string="Section Content"
+    )
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide the agreement without "
+             "removing it."
+    )
+
+    # Placeholder fields
+    model_id = fields.Many2one(
+        'ir.model',
+        string="Applies to",
+        help="The type of document this template can be used with."
+    )
+    model_object_field_id = fields.Many2one(
+        'ir.model.fields',
+        string="Field",
+        help="Select target field from the related document model. If it is a "
+             "relationship field you will be able to select a target field at "
+             "the destination of the relationship."
+    )
+    sub_object_id = fields.Many2one(
+        'ir.model',
+        string="Sub-model",
+        help="When a relationship field is selected as first field, this "
+             "field shows the document model the relationship goes to."
+    )
+    sub_model_object_field_id = fields.Many2one(
+        'ir.model.fields',
+        string="Sub-field",
+        help="When a relationship field is selected as first field, this "
+             "field lets you select the target field within the destination "
+             "document model (sub-model)."
+    )
+    null_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty."
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="Final placeholder expression, to be copy-pasted in the desired "
+             "template field."
+    )
+
+    @api.model
+    def create(self, vals):
+        seq = self.env['ir.sequence'].next_by_code('agreement.section') or '/'
+        vals['section_sequence'] = seq
+        return super(AgreementSection, self).create(vals)

agreement/models/agreement_stage.py

@@ -0,0 +1,30 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Section Records Model
+class AgreementStage(models.Model):
+    _name = 'agreement.stage'
+    _order = 'sequence'
+
+    # General
+    name = fields.Char(
+        string="Stage Name",
+        required=True
+    )
+    description = fields.Text(
+        string="Description",
+        required=False
+    )
+    sequence = fields.Integer(
+        string="Sequence",
+        default="1",
+        required=False
+    )
+    fold = fields.Boolean(
+        string="Is Folded",
+        required=False,
+        help="This stage is folded in the kanban view by deafault."
+    )

agreement/models/agreement_status.py

@@ -0,0 +1,15 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Status Records Model
+class AgreementStatus(models.Model):
+    _name = 'agreement.type'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )

agreement/models/agreement_subtype.py

@@ -0,0 +1,19 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Section Records Model
+class AgreementSubtype(models.Model):
+    _name = 'agreement.subtype'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )
+    agreement_type_id = fields.Many2one(
+        'agreement.type',
+        string="Agreement Type"
+    )

agreement/models/agreement_type.py

@@ -0,0 +1,20 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+# Main Agreement Section Records Model
+class AgreementType(models.Model):
+    _name = 'agreement.type'
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True
+    )
+    agreement_subtypes_ids = fields.One2many(
+        'agreement.subtype',
+        'agreement_type_id',
+        string="Agreement"
+    )

agreement/models/product_template.py

@@ -0,0 +1,13 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+class Product(models.Model):
+    _inherit = 'product.template'
+
+    agreements_ids = fields.Many2many(
+        'agreement',
+        string="Agreements"
+    )

agreement/models/res_config_settings.py

@@ -0,0 +1,8 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'

agreement/models/res_partner.py

@@ -0,0 +1,10 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+class Partner(models.Model):
+    _inherit = 'res.partner'
+    agreement_ids = fields.One2many('agreement', 'customer_id',
+                                    string="Agreements")

agreement/readme/CONFIGURE.rst

@@ -0,0 +1,6 @@
+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

agreement/readme/CONTRIBUTORS.rst

@@ -0,0 +1,4 @@
+* Patrick Wilson <pwilson@pavlovmedia.com>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Wolfgang Hall <whall@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>

agreement/readme/CREDITS.rst

@@ -0,0 +1,4 @@
+The development of this module has been financially supported by:
+
+* Pavlov Media
+* Open Source Integrators

agreement/readme/DESCRIPTION.rst

@@ -0,0 +1,9 @@
+This module allows you to manage agreements, letter of intent and contract content.
+The module is meant to be used by the legal team of a company and to allow them
+to define sections, clauses and templates with their respective content that can
+be dynamic.
+
+Based on the template, an agreement can be created and the pdf document generated.
+
+The agreement would go through a workflow to finally become a contract with the
+customer signature.

agreement/readme/ROADMAP.rst

@@ -0,0 +1,3 @@
+* Split the module to remove the dependencies on sale and account and provide
+  the same feature in extra modules (agreement_sale, agreement_account,
+  agreement_purchase)

agreement/readme/USAGE.rst

@@ -0,0 +1,7 @@
+To use this module:
+
+* Go to Agreement > Agrements
+* Create a new agreement
+* Select a template
+* Follow the process to get the required approval
+* Send the invitation to the customer to review and sign the agreement

agreement/security/ir.model.access.csv

@@ -0,0 +1,17 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_user,1,1,1,0
+access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_manager,1,1,1,1
+access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_user,1,1,1,0
+access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_manager,1,1,1,1
+access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_user,1,1,1,0
+access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_manager,1,1,1,1
+access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_user,1,0,0,0
+access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_manager,1,1,1,1
+access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_user,1,0,0,0
+access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_manager,1,1,1,1
+access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_user,1,0,0,0
+access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_manager,1,1,1,1
+access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_user,1,0,0,0
+access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_manager,1,1,1,1
+access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_user,1,0,0,0
+access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_manager,1,1,1,1

agreement/security/res_groups.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- User group -->
+    <record id="group_agreement_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="category_id" ref="agreement"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+    </record>
+
+    <!-- Manager group -->
+    <record id="group_agreement_manager" model="res.groups">
+        <field name="name">Manager</field>
+        <field name="category_id" ref="agreement"/>
+        <field name="implied_ids" eval="[(4, ref('group_agreement_user'))]"/>
+        <field name="users" eval="[(4, ref('base.user_root'))]"/>
+    </record>
+
+</odoo>

agreement/views/agreement.xml

@@ -0,0 +1,329 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement List View-->
+    <record model="ir.ui.view" id="partner_agreement_list_view">
+        <field name="name">Agreement List</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name"/>
+                <field name="customer_id"/>
+                <field name="vendor_id"/>
+                <field name="parent_agreement_id"/>
+                <field name="agreement_type_id"/>
+                <field name="agreement_subtype_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Form View -->
+    <record model="ir.ui.view" id="partner_agreement_form_view">
+        <field name="name">Agreement Form</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Form">
+                <header>
+                    <button string="New Version" type="object" name="create_new_version" class="oe_highlight" attrs="{'invisible': [('state', '=', 'active')]}"/>
+                    <button string="New Agreement" type="object" name="create_new_agreement" class="oe_highlight" attrs="{'invisible': [('is_template', '=', False)]}"/>
+                    <field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Agreement Name"/>
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group string="General">
+                        <group>
+                            <field name="reference" readonly="1"/>
+                            <field name="parent_agreement_id"
+                                   domain="[('customer_id', '=', customer_id)]"/>
+                            <field name="is_template"/>
+                        </group>
+                        <group>
+                            <field name="agreement_type_id"
+                                   widget="selection"
+                                   required="True"/>
+                            <field name="agreement_subtype_id"
+                                   widget="selection"
+                                   domain="[('agreement_type_id', '=', agreement_type_id)]"/>
+                            <field name="assigned_user_id"
+                                   attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
+                            <field name="active" invisible="1"/>
+                            <field name="state" invisible="1"/>
+                        </group>
+                    </group>
+                    <group string="Description">
+                        <field name="description"
+                               required="True"
+                               nolabel="1"/>
+                    </group>
+                    <group name="parties" string="Parties">
+                        <group name="customer_left"
+                               string="Customer">
+                            <div class="o_address_format">
+                                <field name="customer_id"
+                                       domain="[('customer', '=', True)]"
+                                       context="{'show_address': 1}"
+                                       options="{&quot;always_reload&quot;: True}"/>
+                            </div>
+                        </group>
+                        <group name="vendor_right"
+                               string="Vendor">
+                            <div class="o_address_format">
+                                <field name="vendor_id"
+                                       domain="[('supplier', '=', True)]"
+                                       context="{'show_address': 1}"
+                                       options="{&quot;always_reload&quot;: True}"/>
+                            </div>
+                        </group>
+                        <group name="contact_left" string="Primary Contact">
+                            <field name="customer_contact_id" domain="[('parent_id', '=', customer_id)]" nolabel="1"/>
+                            <field name="customer_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="customer_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="vendor_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="vendor_contact_email" widget="email" readonly="1" nolabel="1"/>
+                        </group>
+                    </group>
+                    <group name="term_information">
+                        <group name="termdates_left" string="Term Dates">
+                            <field name="start_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
+                            <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="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="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"/>
+                        </group>
+                    </group>
+                    <group string="Special Terms">
+                        <field name="special_terms"
+                               nolabel="1"/>
+                    </group>
+                    <notebook>
+                        <page name="structure" string="Structure">
+                            <div>
+                                <button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
+                                <button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
+                            </div>
+                            <group string="Sections" default_order='section_sequence'>
+                                <field name="sections_ids"
+                                       nolabel="1"
+                                       context="{'default_agreement': active_id}">
+                                    <tree default_order='section_sequence'>
+                                        <field name="section_sequence" widget="handle"/>
+                                        <field name="name"/>
+                                    </tree>
+                                </field>
+                            </group>
+                            <group string="Clauses" default_order='section_id, clause_sequence'>
+                                <field name="clauses_ids"
+                                       nolabel="1"
+                                       context="{'default_agreement': active_id}">
+                                    <tree default_order='section_id, clause_sequence'>
+                                        <field name="clause_sequence" widget="handle"/>
+                                        <field name="section_id"/>
+                                        <field name="name"/>
+                                    </tree>
+                                </field>
+                            </group>
+                        </page>
+                        <page name="signature" string="Signatures">
+                            <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">
+                            <group>
+                                <field name="product_ids" nolabel="1"/>
+                            </group>
+                        </page>
+                        <page name="costs" string="Costs">
+                            <group string="Financial Details">
+                                <group string="Company">
+                                    <field name="total_company_mrc"/>
+                                    <field name="total_company_nrc"/>
+                                    <field name="currency_id"/>
+                                    <field name="contract_value" readonly="1"/>
+                                </group>
+                                <group string="Customer">
+                                    <field name="total_customer_mrc"/>
+                                    <field name="total_customer_nrc"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page name="child_agreements" string="Child Agreements">
+                            <field name="child_agreements_ids">
+                                <tree default_order='version desc'>
+                                    <field name="name"/>
+                                    <field name="version"/>
+                                    <field name="revision"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page name="old_versions" string="Revisions">
+                            <field name="previous_version_agreements_ids" string="Previouse Versions">
+                                <tree default_order='version desc'>
+                                    <field name="name"/>
+                                    <field name="version"/>
+                                    <field name="revision"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <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 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"/>
+                        |  Created By: <field name="create_uid" readonly="True"/>
+                        |  Created On: <field name="create_date" readonly="True"/>
+                    </footer>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers"/>
+                    <field name="message_ids" widget="mail_thread"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Kanban View -->
+    <record id="view_project_agreement_kanban" model="ir.ui.view">
+        <field name="name">Agreement Kanban</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="stage_id">
+                <field name="color"/>
+                <field name="assigned_user_id"/>
+                <templates>
+                    <t t-name="kanban-box">
+                        <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
+                            <div class="oe_kanban_content">
+                                <div class="o_kanban_record_top">
+                                    <div class="o_kanban_record_headings">
+                                        <strong class="o_kanban_record_title">
+                                            <field name="name"/>
+                                        </strong><br/>
+                                        <div class="o_kanban_record_subtitle text-muted">
+                                            <field name="customer_id" invisible="context.get('default_customer_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>
+                                            </div>
+                                        </div>
+                                    </div>
+                                    <div class="o_dropdown_kanban dropdown" groups="base.group_user">
+                                        <a class="dropdown-toggle btn" data-toggle="dropdown" href="#">
+                                            <span class="fa fa-ellipsis-v" aria-hidden="true"/>
+                                        </a>
+                                        <ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
+                                            <li t-if="widget.editable"><a type="edit">Edit</a></li>
+                                            <li class="divider"/>
+                                            <li class="dropdown-header">Record's Colour</li>
+                                            <li>
+                                                <ul class="oe_kanban_colorpicker" data-field="color"/>
+                                            </li>
+                                        </ul>
+                                    </div>
+                                </div>
+                                <div class="o_kanban_record_body">
+                                    <field name="agreement_type_id"/> - <field name="agreement_subtype_id"/>
+                                </div>
+                                <div class="o_kanban_record_bottom">
+                                    <div class="oe_kanban_bottom_left">
+                                        V: <field name="version"/>
+                                    </div>
+                                    <div class="oe_kanban_bottom_right">
+                                        <img t-att-src="kanban_image('res.users', 'image_small', record.assigned_user_id.raw_value)" t-att-title="record.assigned_user_id.value" width="36" height="36" class="oe_kanban_avatar"/>
+                                    </div>
+                                </div>
+                            </div>
+                            <div class="oe_clear"/>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- Agreement Search View -->
+    <record model="ir.ui.view" id="partner_agreement_search_view">
+        <field name="name">Agreement Search</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Search">
+                <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_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
+            </search>
+        </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>
+        <field name="model">sale.order.line</field>
+        <field name="type">search</field>
+        <field name="inherit_id" ref="sale.view_sales_order_line_filter"/>
+        <field name="arch" type="xml">
+            <xpath expr="/search/filter[1]" position="after">
+                <filter name="filter_service_product_type" string="Service Type" domain="[('type', '=', 'service')]"/>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- actions opening views on models -->
+    <record model="ir.actions.act_window" id="agreement_dashboard_agreement">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', False)]</field>
+        <field name="view_mode">kanban,tree,form</field>
+    </record>
+
+    <record model="ir.actions.act_window" id="agreement_operations_agreement">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', False)]</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+    <record model="ir.actions.act_window" id="partner_agreement_agreement_templates">
+        <field name="name">Templates</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', True)]</field>
+        <field name="view_mode">tree,kanban,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_clause.xml

@@ -0,0 +1,95 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Clauses Sequences-->
+    <record id="seq_agreement_clause" model="ir.sequence">
+        <field name="name">agreement_clause_sequencer</field>
+        <field name="code">agreement.clause</field>
+        <field name="prefix">0</field>
+        <field name="padding">1</field>
+    </record>
+
+    <!-- Agreement Clause List View-->
+    <record model="ir.ui.view" id="partner_agreement_clause_list_view">
+        <field name="name">Agreement Clause List</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <tree default_order='agreement_id, clause_sequence'>
+                <field name="clause_sequence" widget="handle"/>
+                <field name="agreement_id"/>
+                <field name="name"/>
+                <field name="section_id"/>
+                <field name="content" widget="html"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Clause Form View -->
+    <record model="ir.ui.view" id="partner_agreement_clause_form_view">
+        <field name="name">Agreement clause Form</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Clause Form">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Clause Name"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <field name="agreement_id"/>
+                        <field name="section_id" domain="[('agreement_id', '=', agreement_id)]"/>
+                        <field name="content" widget="html"/>
+                    </group>
+                    <notebook>
+                        <page string="Dynamic Placeholder Generator">
+                            THIS IS UNDER DEVELOPEMENT: The purpose of this section is to be able to create dynamic fields inside your content.
+                            <group>
+                                <field name="model_id"/>
+                                <field name="model_object_field_id" domain="[('model_id','=',model_id),('ttype','!=','one2many'),('ttype','!=','many2many')]"/>
+                                <field name="sub_object_id" readonly="1"/>
+                                <field name="sub_model_object_field_id" domain="[('model_id','=',sub_object_id),('ttype','!=','one2many'),('ttype','!=','many2many')]" attrs="{'readonly':[('sub_object_id','=',False)],'required':[('sub_object_id','!=',False)]}"/>
+                                <field name="null_value"/>
+                                <field name="copyvalue"/>
+                            </group>
+                        </page>
+                    </notebook>
+                    Sequence #<field name="clause_sequence"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Clause Search View -->
+    <record model="ir.ui.view" id="agreement_clause_search_view">
+        <field name="name">Agreement Clause Search</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Clause Search">
+                <filter name="group_agreement" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+                <filter name="group_section" icon="terp-partner" context="{'group_by':'section_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Agreement Clause Pivot View -->
+    <record model="ir.ui.view" id="agreement_clause_pivot_view">
+        <field name="name">Agreement Clause Pivot</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <pivot string="Agreement Clause Pivot">
+                <field name="agreement_id" type="row"/>
+                <field name="section_id" type="row"/>
+                <field name="name" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_clause">
+        <field name="name">Agreement Clauses</field>
+        <field name="res_model">agreement.clause</field>
+        <field name="view_mode">tree,pivot,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_increasetype.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Increase Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_increasetype_list_view">
+        <field name="name">Agreement Increase Type List</field>
+        <field name="model">agreement.increasetype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name"/>
+                <field name="description"/>
+                <field name="increase_percent"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Increase Type 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>
+                    <group>
+                        <field name="name"/>
+                    </group>
+                    <group>
+                        <field name="increase_percent"/>
+                    </group>
+                    <group string="Description">
+                        <field name="description" nolabel="1"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_increasetype">
+        <field name="name">Agreement Increase Type</field>
+        <field name="res_model">agreement.increasetype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_renewaltype.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Renewal Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_renewaltype_list_view">
+        <field name="name">Agreement Renewal Type List</field>
+        <field name="model">agreement.renewaltype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name"/>
+                <field name="description"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Renewal Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_renewaltype_form_view">
+        <field name="name">Agreement Renewal Type Form</field>
+        <field name="model">agreement.renewaltype</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Type Form">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                    </group>
+                    <group string="Description">
+                        <field name="description" nolabel="1"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_renewaltype">
+        <field name="name">Agreement Renewal Type</field>
+        <field name="res_model">agreement.renewaltype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_section.xml

@@ -0,0 +1,89 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Sections Sequences-->
+    <record id="seq_agreement_section" model="ir.sequence">
+        <field name="name">agreement_section_sequencer</field>
+        <field name="code">agreement.section</field>
+        <field name="prefix">0</field>
+        <field name="padding">1</field>
+    </record>
+
+    <!-- Agreement Sections List View-->
+    <record model="ir.ui.view" id="partner_agreement_section_list_view">
+        <field name="name">Agreement Section List</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <tree default_order='agreement_id, section_sequence'>
+                <field name="agreement_id" string="Agreement"/>
+                <field name="section_sequence" string="Sequence"/>
+                <field name="name" string="Section Name"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Sections Form View -->
+    <record model="ir.ui.view" id="partner_agreement_section_form_view">
+        <field name="name">Agreement Section Form</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Section Form">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Section Name"/>
+                        <h1><field name="name" string="Section Name"/></h1>
+                    </div>
+                    <group>
+                        <field name="agreement_id" string="Agreement"/>
+                    </group>
+                    <group>
+                        <field name='content' string="Content"/>
+                    </group>
+                    <notebook>
+                        <page string="Clauses">
+                            <field name="clauses_ids" string="Clauses" context="{'default_section_id': active_id,'default_agreement_id': agreement_id}">
+                                <tree>
+                                    <field name="clause_sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="content"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page string="Dynamic Placeholder Generator">
+                            THIS IS UNDER DEVELOPEMENT: The purpose of this section is to be able to create dynamic fields inside your content.
+                            <group>
+                                <field name="model_id"/>
+                                <field name="model_object_field_id" domain="[('model_id','=',model_id),('ttype','!=','one2many'),('ttype','!=','many2many')]"/>
+                                <field name="sub_object_id" readonly="1"/>
+                                <field name="sub_model_object_field_id" domain="[('model_id','=',sub_object_id),('ttype','!=','one2many'),('ttype','!=','many2many')]" attrs="{'readonly':[('sub_object_id','=',False)],'required':[('sub_object_id','!=',False)]}"/>
+                                <field name="null_value"/>
+                                <field name="copyvalue"/>
+                            </group>
+                        </page>
+                    </notebook>
+                    Sequence #<field name="section_sequence" readonly="1"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Section Search View -->
+    <record model="ir.ui.view" id="partner_agreement_section_search_view">
+        <field name="name">Agreement Section Search</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Section Search">
+                <filter name="group_agreement" string="Agreements" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_section">
+        <field name="name">Agreement Sections</field>
+        <field name="res_model">agreement.section</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_stages.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Stage List View-->
+    <record model="ir.ui.view" id="partner_agreement_stage_list_view">
+        <field name="name">Agreement Stage List</field>
+        <field name="model">agreement.stage</field>
+        <field name="arch" type="xml">
+            <tree default_order='sequence, name'>
+                <field name="sequence" widget="handle"/>
+                <field name="name" string="Stage Name"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Stage Form View -->
+    <record model="ir.ui.view" id="partner_agreement_stage_form_view">
+        <field name="name">Agreement Stage Form</field>
+        <field name="model">agreement.stage</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Stage Form">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Stage Name"/>
+                        <h1><field name="name" string="Stage Name"/></h1>
+                    </div>
+                    <group>
+                        <field name="sequence"/>
+                        <field name="fold"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_stage">
+        <field name="name">Agreement Stage</field>
+        <field name="res_model">agreement.stage</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_subtype.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Sub Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_subtype_list_view">
+        <field name="name">Agreement Subtype List</field>
+        <field name="model">agreement.subtype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name" string="Sub-Type Name"/>
+                <field name="agreement_type_id" string="Agreement Type"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Sub Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_subtype_form_view">
+        <field name="name">Agreement Sub Type Form</field>
+        <field name="model">agreement.subtype</field>
+        <field name="arch" type="xml">
+            <form string="Agreement Sub-Types">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                    </group>
+                    <group>
+                        <field name="agreement_type_id"
+                               required="True"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_subtype">
+        <field name="name">Agreement Sub-Types</field>
+        <field name="res_model">agreement.subtype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/agreement_type.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_type_list_view">
+        <field name="name">Agreement Type List</field>
+        <field name="model">agreement.type</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name" string="Type Name"/>
+                <field name="agreement_subtypes_ids" string="Sub-Types"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_type_form_view">
+        <field name="name">Agreement Type Form</field>
+        <field name="model">agreement.type</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Type Form">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                    </group>
+                    <group string="Sub-Types">
+                        <field name="agreement_subtypes_ids" nolabel="1"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_type">
+        <field name="name">Agreement Type</field>
+        <field name="res_model">agreement.type</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement/views/menu.xml

@@ -0,0 +1,113 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Top menu item -->
+    <menuitem
+            name="Agreements"
+            id="agreement_root"
+            web_icon="agreement,static/description/icon.png"
+            sequence="80"
+            groups="agreement.group_agreement_user"/>
+
+    <!-- Dashboard -->
+    <menuitem
+            name="Dashboard"
+            id="agreement_dashboard"
+            parent="agreement_root"
+            sequence="10"/>
+    <menuitem
+            name="Agreements"
+            id="dashboard_agreements"
+            parent="agreement_dashboard"
+            sequence="10"
+            action="agreement_dashboard_agreement"/>
+
+    <!-- Operations -->
+    <menuitem
+            name="Operations"
+            id="agreement_operations"
+            parent="agreement_root"
+            sequence="20"/>
+    <menuitem
+            name="Agreements"
+            id="operations_agreements"
+            parent="agreement_operations"
+            sequence="10"
+            action="agreement_operations_agreement"/>
+
+    <!-- Master Data -->
+    <menuitem
+            name="Master Data"
+            id="agreement_masterdata"
+            parent="agreement_root"
+            sequence="30"/>
+    <menuitem
+            name="Parts"
+            id="agreement_parts"
+            sequence="10"
+            parent="agreement_masterdata"/>
+    <menuitem
+            name="Clauses"
+            id="agreement_clauses"
+            parent="agreement_masterdata"
+            sequence="20"
+            action="partner_agreement_action_clause"/>
+    <menuitem
+            name="Sections"
+            id="agreement_sections"
+            parent="agreement_masterdata"
+            sequence="30"
+            action="partner_agreement_action_section"/>
+
+    <!-- Reporting -->
+    <menuitem
+            name="Reporting"
+            id="agreement_reporting"
+            sequence="40"
+            parent="agreement_root"
+            groups="agreement.group_agreement_manager"/>
+
+    <!-- Configuration -->
+    <menuitem
+            name="Configuration"
+            id="agreement_configuration"
+            sequence="50"
+            parent="agreement_root"
+            groups="agreement.group_agreement_manager"/>
+    <menuitem
+            name="Settings"
+            id="agreement_settings"
+            sequence="10"
+            parent="agreement_configuration"
+            action="agreement.action_agreement_config"/>
+    <menuitem
+            name="Templates"
+            id="template"
+            parent="agreement_configuration"
+            sequence="20"
+            action="partner_agreement_agreement_templates"/>
+    <menuitem
+            name="Renewal Types"
+            id="agreement_renewaltype"
+            parent="agreement_configuration"
+            sequence="30"
+            action="partner_agreement_action_renewaltype"/>
+    <menuitem
+            name="Stages"
+            id="agreement_stages"
+            parent="agreement_configuration"
+            sequence="40"
+            action="partner_agreement_action_stage"/>
+    <menuitem
+            name="Types"
+            id="agreement_types"
+            parent="agreement_configuration"
+            sequence="50"
+            action="partner_agreement_action_type"/>
+    <menuitem
+            name="Sub-Types"
+            id="agreement_subtypes"
+            parent="agreement_configuration"
+            sequence="60"
+            action="partner_agreement_action_subtype"/>
+</odoo>

agreement/views/reports.xml

@@ -0,0 +1,52 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <report
+            id="partner_agreement_contract_document"
+            model="agreement"
+            string="Contract Document"
+            name="agreement.report_agreement_document"
+            file="agreement.report_agreement_document"
+            report_type="qweb-pdf"/>
+
+    <report
+            id="partner_agreement_contract_document_preview"
+            model="agreement"
+            string="Contract Document Preview"
+            name="agreement.report_agreement_document"
+            file="agreement.report_agreement_document"
+            report_type="qweb-html"/>
+
+    <template id="report_agreement_document">
+        <t t-name="agreement.report_agreement_document">
+            <t t-call="web.html_container">
+                <t t-foreach="docs" t-as="doc">
+                    <t t-call="web.external_layout">
+                        <div class="page">
+                            <h1 t-field="doc.name"/>
+                            <h2>Parties</h2>
+                            <h3>Company Information</h3>
+                            <h3>Customer Information</h3>
+                            <table class="table table-condensed">
+                                <tbody class="section_tbody">
+                                    <tr t-foreach="doc.sections_ids" t-as="s">
+                                        <h2 t-field="s.name"/>
+                                        <span t-field="s.content"/>
+                                        <table class="table table-condensed">
+                                            <tbody class="clause_tbody">
+                                                <tr t-foreach="s.clauses_ids" t-as="c">
+                                                    <h3 style="padding:20px" t-field="c.name"/>
+                                                    <h4 style="padding:20px" t-field="c.content"/>
+                                                </tr>
+                                            </tbody>
+                                        </table>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                    </t>
+                </t>
+            </t>
+        </t>
+    </template>
+</odoo>

agreement/views/res_config_settings.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.agreement</field>
+        <field name="model">res.config.settings</field>
+        <field name="priority" eval="40"/>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[hasclass('settings')]" position="inside">
+                <div class="app_settings_block"
+                     data-string="Agreements"
+                     string="Agreements"
+                     data-key="agreement"
+                     groups="agreement.group_agreement_manager">
+                </div>
+            </xpath>
+        </field>
+    </record>
+
+    <act_window id="action_agreement_config"
+                name="Settings"
+                res_model="res.config.settings"
+                view_mode="form"
+                target="inline"
+                context="{'module': 'agreement'}"/>
+
+</odoo>

agreement/views/res_partner.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <record model="ir.ui.view" id="partner_form">
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='internal_notes']" position="after">
+                <page name="agreement" string="Agreements">
+                    <group>
+                        <field name="agreement_ids" nolabel="1"/>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+</odoo>