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[ADD] agreement_maintenance
This commit is contained in:
Bhavesh Odedra
committed by
Murtaza Mithaiwala
Murtaza Mithaiwala
parent
929495172c
commit
cb9c4b8bc2
129
agreement_maintenance/README.rst
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129
agreement_maintenance/README.rst
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==========
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Agreements
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==========
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/11.0/agreement
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/110/11.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to manage agreements, letter of intent and contract content.
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The module is meant to be used by the legal team of a company and to allow them
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to define sections, clauses and templates with their respective content that can
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be dynamic.
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Based on the template, an agreement can be created and the pdf document generated.
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The agreement would go through a workflow to finally become a contract with the
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customer signature.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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Usage
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=====
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To use this module:
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* Go to Agreement > Agrements
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* Create a new agreement
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* Select a template
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* Follow the process to get the required approval
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* Send the invitation to the customer to review and sign the agreement
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Known issues / Roadmap
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======================
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* Split the module to remove the dependencies on sale and account and provide
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the same feature in extra modules (agreement_sale, agreement_account,
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agreement_purchase)
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Pavlov Media
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* Open Source Integrators
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Contributors
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~~~~~~~~~~~~
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* Patrick Wilson <pwilson@pavlovmedia.com>
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* Wolfgang Hall <whall@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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:target: https://github.com/max3903
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:alt: max3903
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-max3903|
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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4
agreement_maintenance/__init__.py
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4
agreement_maintenance/__init__.py
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from . import models
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agreement_maintenance/__manifest__.py
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agreement_maintenance/__manifest__.py
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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'name': 'Maintenance Agreements',
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'summary': 'Manage maintenance agreements and contracts',
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'author': 'Pavlov Media, '
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'Open Source Integrators, '
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'Odoo Community Association (OCA)',
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'website': 'https://github.com/OCA/contract',
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'category': 'Partner',
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'license': 'AGPL-3',
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'version': '11.0.0.0.1',
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'depends': [
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'agreement',
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'maintenance',
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'fieldservice',
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],
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'data': [
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'security/ir.model.access.csv',
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'views/agreement.xml',
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'views/agreement_serviceprofile.xml',
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'views/product.xml',
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'views/menu.xml',
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],
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'application': False,
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'development_status': 'Beta',
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'maintainers': ['max3903'],
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}
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7
agreement_maintenance/models/__init__.py
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7
agreement_maintenance/models/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from . import (
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agreement,
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product_template,
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agreement_serviceprofile,
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)
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agreement_maintenance/models/agreement.py
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agreement_maintenance/models/agreement.py
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class Agreement(models.Model):
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_inherit = 'agreement'
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serviceprofile_ids = fields.One2many(
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'agreement.serviceprofile',
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'agreement_id',
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string="Service Profile",
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copy=True
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)
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agreement_maintenance/models/agreement_serviceprofile.py
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agreement_maintenance/models/agreement_serviceprofile.py
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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PROFILE_TYPE = [
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('equipment', 'Equipment'),
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('product', 'Product')
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]
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class AgreementServiceProfile(models.Model):
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_name = 'agreement.serviceprofile'
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name = fields.Char(string="Name", required=True)
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profile_type = fields.Selection(
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PROFILE_TYPE,
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string="Profile Type")
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description = fields.Text(string="Description")
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equipment_id = fields.Many2one(
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'maintenance.equipment',
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string="Equipment")
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product_id = fields.Many2one(
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'product.product',
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string="Product",
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domain=[('serviceprofile_ok', '=', True)])
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equipment_category_id = fields.Many2one(
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'maintenance.equipment.category',
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related='equipment_id.category_id',
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string="Equipment Category",
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readonly=1)
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agreement_id = fields.Many2one(
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'agreement',
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string="Agreement",
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ondelete="cascade",
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required=True)
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fsm_location_id = fields.Many2one(
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'fsm.location',
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string="Service Location")
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agreement_maintenance/models/product_template.py
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agreement_maintenance/models/product_template.py
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# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import models, fields
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class Product(models.Model):
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_inherit = 'product.template'
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serviceprofile_ok = fields.Boolean(
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string='Include on Service Profile',
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default=False,
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help="Specify if the product can be selected in a service profile line"
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)
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6
agreement_maintenance/readme/CONFIGURE.rst
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6
agreement_maintenance/readme/CONFIGURE.rst
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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4
agreement_maintenance/readme/CONTRIBUTORS.rst
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4
agreement_maintenance/readme/CONTRIBUTORS.rst
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* Patrick Wilson <pwilson@pavlovmedia.com>
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* Wolfgang Hall <whall@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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4
agreement_maintenance/readme/CREDITS.rst
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4
agreement_maintenance/readme/CREDITS.rst
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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1
agreement_maintenance/readme/DESCRIPTION.rst
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1
agreement_maintenance/readme/DESCRIPTION.rst
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This module allows you to manage maintenance agreements and contracts.
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7
agreement_maintenance/readme/USAGE.rst
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7
agreement_maintenance/readme/USAGE.rst
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To use this module:
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* Go to Agreement > Agrements
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* Create a new agreement
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* Select a template
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* Follow the process to get the required approval
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* Send the invitation to the customer to review and sign the agreement
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3
agreement_maintenance/security/ir.model.access.csv
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3
agreement_maintenance/security/ir.model.access.csv
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_agreement_serviceprofile_allusers,serviceprofile all users,model_agreement_serviceprofile,agreement.group_agreement_user,1,0,0,0
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access_agreement_serviceprofile_manager,serviceprofile manager,model_agreement_serviceprofile,agreement.group_agreement_manager,1,1,1,1
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BIN
agreement_maintenance/static/description/icon.png
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BIN
agreement_maintenance/static/description/icon.png
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Binary file not shown.
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After Width: | Height: | Size: 6.6 KiB |
27
agreement_maintenance/views/agreement.xml
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27
agreement_maintenance/views/agreement.xml
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<?xml version="1.0"?>
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<odoo>
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<!-- Agreement Form View -->
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<record model="ir.ui.view" id="agreement_form_view">
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<field name="name">Agreement Form</field>
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<field name="model">agreement</field>
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<field name="inherit_id" ref="agreement.partner_agreement_form_view"/>
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<field name="arch" type="xml">
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<xpath expr="//notebook/page[@name='products']/group"
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position="after">
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<group string="Service Profiles">
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<field name="serviceprofile_ids" nolabel="1">
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<tree>
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<field name="name"/>
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<field name="profile_type"/>
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<field name="equipment_id"/>
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<field name="product_id"/>
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<field name="fsm_location_id"/>
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</tree>
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</field>
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</group>
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</xpath>
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</field>
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</record>
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</odoo>
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63
agreement_maintenance/views/agreement_serviceprofile.xml
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63
agreement_maintenance/views/agreement_serviceprofile.xml
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<?xml version="1.0"?>
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<odoo>
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<!-- Agreement Service Profile List View-->
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<record model="ir.ui.view" id="agreement_serviceprofile_list_view">
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<field name="name">Agreement Service Profile List</field>
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<field name="model">agreement.serviceprofile</field>
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<field name="arch" type="xml">
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<tree string="Service Profiles"
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create="false" edit="false">
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<field name="name"/>
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<field name="profile_type"/>
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<field name="equipment_id"/>
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<field name="product_id"/>
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<field name="fsm_location_id"/>
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<field name="agreement_id"/>
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</tree>
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</field>
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</record>
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<!-- Agreement Service Profile Form View -->
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<record model="ir.ui.view" id="agreement_serviceprofile_form_view">
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<field name="name">Agreement Service Profile Form</field>
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<field name="model">agreement.serviceprofile</field>
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<field name="arch" type="xml">
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<form string="Service Profile"
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create="false" edit="false">
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="name" placeholder="Name"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="profile_type"/>
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<field name="equipment_id"
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attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
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<field name="equipment_category_id"
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attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
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<field name="product_id"
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attrs="{'invisible': [('profile_type', '!=', 'product')]}"/>
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</group>
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<group>
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<field name="fsm_location_id"/>
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</group>
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</group>
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<group string="Description">
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<field name="description" nolabel="1"/>
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</group>
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||||||
|
</sheet>
|
||||||
|
</form>
|
||||||
|
</field>
|
||||||
|
</record>
|
||||||
|
|
||||||
|
<!-- Actions opening views on models -->
|
||||||
|
<record model="ir.actions.act_window" id="agreement_action_serviceprofile">
|
||||||
|
<field name="name">Agreement Service Profile</field>
|
||||||
|
<field name="res_model">agreement.serviceprofile</field>
|
||||||
|
<field name="view_mode">tree,form</field>
|
||||||
|
</record>
|
||||||
|
|
||||||
|
</odoo>
|
||||||
11
agreement_maintenance/views/menu.xml
Normal file
11
agreement_maintenance/views/menu.xml
Normal file
@@ -0,0 +1,11 @@
|
|||||||
|
<?xml version="1.0"?>
|
||||||
|
<odoo>
|
||||||
|
|
||||||
|
<!-- Master Data -->
|
||||||
|
<menuitem name="Service Profiles"
|
||||||
|
id="agreement_service_profiles"
|
||||||
|
sequence="30"
|
||||||
|
parent="agreement.agreement_masterdata"
|
||||||
|
action="agreement_action_serviceprofile"/>
|
||||||
|
|
||||||
|
</odoo>
|
||||||
17
agreement_maintenance/views/product.xml
Normal file
17
agreement_maintenance/views/product.xml
Normal file
@@ -0,0 +1,17 @@
|
|||||||
|
<?xml version="1.0"?>
|
||||||
|
<odoo>
|
||||||
|
|
||||||
|
<record model="ir.ui.view" id="product_template_serviceprofile_form_view">
|
||||||
|
<field name="name">product.template.common.serviceprofile.ok.form</field>
|
||||||
|
<field name="model">product.template</field>
|
||||||
|
<field name="inherit_id" ref="product.product_template_form_view"/>
|
||||||
|
<field name="arch" type="xml">
|
||||||
|
<div name="options" position="inside">
|
||||||
|
<div>
|
||||||
|
<field name="serviceprofile_ok"/>
|
||||||
|
<label for="serviceprofile_ok"/>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</field>
|
||||||
|
</record>
|
||||||
|
</odoo>
|
||||||
Reference in New Issue
Block a user