Merge pull request #255 from ursais/11.0-add-agreement-sale

[ADD] agreement_sale

agreement/__manifest__.py

@@ -22,6 +22,7 @@
         'data/ir_sequence.xml',
         'data/module_category.xml',
         'data/agreement_stage.xml',
+        'data/agreement_type.xml',
         'security/res_groups.xml',
         'security/ir.model.access.csv',
         'report/agreement.xml',

agreement/data/agreement_stage.xml

@@ -1,4 +1,4 @@
-<?xml version="1.0" encoding="utf-8"?>
+<?xml version="1.0"?>
 <odoo>
 
     <record id="agreement_stage_new" model="agreement.stage">

agreement/data/agreement_type.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <record id="agreement_type_agreement" model="agreement.type">
+        <field name="name">Agreement</field>
+    </record>
+
+    <record id="agreement_type_contract" model="agreement.type">
+        <field name="name">Contract</field>
+    </record>
+
+    <record id="agreement_type_loi" model="agreement.type">
+        <field name="name">Letter of Intent</field>
+    </record>
+
+</odoo>

agreement/models/res_config_settings.py

@@ -17,6 +17,10 @@ class ResConfigSettings(models.TransientModel):
         string='Link your repair orders to an agreement.')
     module_agreement_rma = fields.Boolean(
         string='Link your RMAs to an agreement.')
+    module_agreement_sale = fields.Boolean(
+        string='Create an agreement when the sale order is confirmed.')
+    module_agreement_sale_subscription = fields.Boolean(
+        string='Link your subscriptions to an agreement.')
     module_agreement_stock = fields.Boolean(
         string='Link your pickings to an agreement.')
     module_fieldservice_agreement = fields.Boolean(

agreement/views/agreement.xml

@@ -121,8 +121,8 @@
                     </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="start_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
+                            <field name="end_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
                             <field name="expiration_notice"/>
                             <field name="change_notice"/>
                             <field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"/>
@@ -388,6 +388,7 @@
         <field name="name">Templates</field>
         <field name="res_model">agreement</field>
         <field name="domain">[('is_template', '=', True)]</field>
+        <field name="context">[('is_template', '=', True)]</field>
         <field name="view_mode">tree,kanban,form</field>
     </record>
 

agreement/views/res_config_settings.xml

@@ -34,6 +34,29 @@
                     </div>
                     <h2>Advanced Features</h2>
                     <div class="row mt16 o_settings_container">
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_sale"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label string="Sales"/>
+                                <div class="text-muted">
+                                    Create an agreement when the sales order is confirmed
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box"
+                             attrs="{'invisible': [('module_agreement_sale', '!=', True)]}">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_sale_subscription"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label string="Sale Subscriptions"/>
+                                <div class="text-muted">
+                                    Link your subscriptions to an agreement
+                                </div>
+                            </div>
+                        </div>
                         <div class="col-xs-12 col-md-6 o_setting_box">
                             <div class="o_setting_left_pane">
                                 <field name="module_fieldservice_agreement"/>

agreement_sale/README.rst

@@ -0,0 +1,130 @@
+==========
+Agreements
+==========
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
+    :target: https://github.com/OCA/contract/tree/11.0/agreement
+    :alt: OCA/contract
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/110/11.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+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.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module:
+
+* Go to Agreement > Configuration > Templates
+* Create a new template with sections and clauses and their respective content
+* Go to Agreement > Configuration > Stages
+* Create and reorder stages to match your process
+
+Usage
+=====
+
+To use this module:
+
+* Go to 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
+
+Known issues / Roadmap
+======================
+
+* 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)
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Pavlov Media
+* Open Source Integrators
+
+Contributors
+~~~~~~~~~~~~
+
+* Patrick Wilson <pwilson@pavlovmedia.com>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Wolfgang Hall <whall@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
+* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
+
+Other credits
+~~~~~~~~~~~~~
+
+The development of this module has been financially supported by:
+
+* Pavlov Media
+* Open Source Integrators
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
+    :target: https://github.com/max3903
+    :alt: max3903
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-max3903| 
+
+This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

agreement_sale/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

agreement_sale/__manifest__.py

@@ -0,0 +1,26 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    'name': 'Agreement - Sale',
+    'summary': 'Create an agreement when the sales order is confirmed',
+    'version': '11.0.0.0.1',
+    'license': 'AGPL-3',
+    'author': 'Open Source Integrators, Odoo Community Association (OCA)',
+    'category': 'Agreement',
+    'website': 'https://github.com/OCA/contract',
+    'depends': [
+        'agreement',
+        'sale',
+    ],
+    'data': [
+        'views/agreement.xml',
+        'views/sale_order.xml'
+    ],
+    'installable': True,
+    'development_status': 'Beta',
+    'maintainers': [
+        'osi-scampbell',
+        'max3903',
+    ],
+}

agreement_sale/models/__init__.py

@@ -0,0 +1,6 @@
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import (
+    sale_order,
+    agreement,
+)

agreement_sale/models/agreement.py

@@ -0,0 +1,10 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import fields, models
+
+
+class Agreement(models.Model):
+    _inherit = 'agreement'
+
+    sale_id = fields.Many2one('sale.order', string='Sales Order')

agreement_sale/models/sale_order.py

@@ -0,0 +1,49 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import api, fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    agreement_template_id = fields.Many2one(
+        'agreement',
+        string="Agreement Template",
+        domain="[('is_template', '=', True)]")
+    agreement_id = fields.Many2one('agreement', string="Agreement")
+
+    @api.multi
+    def _action_confirm(self):
+        res = super(SaleOrder, self)._action_confirm()
+        for order in self:
+            if order.agreement_template_id:
+                order.agreement_id = order.agreement_template_id.copy(default={
+                    'name': order.name,
+                    'is_template': False,
+                    'sale_id': order.id,
+                    'partner_id': order.partner_id.id,
+                    'analytic_account_id':
+                        order.analytic_account_id and
+                        order.analytic_account_id.id or False,
+                })
+                for line in self.order_line:
+                    # Create agreement line
+                    self.env['agreement.line'].create({
+                        'product_id': line.product_id.id,
+                        'name': line.name,
+                        'agreement_id': order.agreement_id.id,
+                        'qty': line.product_uom_qty,
+                        'sale_line_id': line.id,
+                        'uom_id': line.product_uom.id
+                    })
+                    # If the product sold has a BOM, create a service profile
+                    bom = self.env['mrp.bom'].search(
+                        [('product_tmpl_id', '=',
+                          line.product_id.product_tmpl_id.id)])
+                    if bom:
+                        self.env['agreement.serviceprofile'].create({
+                            'name': line.name,
+                            'agreement_id': order.agreement_id.id,
+                        })
+        return res

agreement_sale/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_sale/readme/CONTRIBUTORS.rst

@@ -0,0 +1,2 @@
+* Steven Campbell <scampbell@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>

agreement_sale/readme/CREDITS.rst

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

agreement_sale/readme/DESCRIPTION.rst

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

agreement_sale/readme/ROADMAP.rst

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

agreement_sale/readme/USAGE.rst

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

agreement_sale/views/agreement.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0"?>
+<odoo>
+<!-- Copyright 2018 Open Source Integrators
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). -->
+
+    <!-- Agreement Form View -->
+	<record id="agreement_sale_form_view" model="ir.ui.view">
+        <field name="name">agreement.form.view</field>
+        <field name="model">agreement</field>
+        <field name="inherit_id" ref="agreement.partner_agreement_form_view"/>
+        <field name="arch" type="xml">
+            <page name="signature" position="after">
+                <page name="sales" string="Sales">
+                    <group>
+                        <group id="sale_left">
+                            <field name="sale_id" readonly="1"/>
+                        </group>
+                        <group id="sale-right"/>
+                    </group>
+                </page>
+            </page>
+        </field>
+    </record>
+
+</odoo>

agreement_sale/views/sale_order.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0"?>
+<odoo>
+<!-- Copyright 2018 Open Source Integrators
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). -->
+
+    <!-- Agreement Form View -->
+	<record id="sale_order_agreement_form_view" model="ir.ui.view">
+        <field name="name">sale.order.agreement.form.view</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+            <field name="client_order_ref" position="after">
+                <field name="agreement_id"
+                       readonly="1"
+                       attrs="{'invisible': [('agreement_id', '=', False)]}"/>
+            </field>
+            <field name="partner_id" position="after">
+                <field name="agreement_template_id"/>
+            </field>
+        </field>
+    </record>
+
+</odoo>