mirror of
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Merge pull request #324 from ursais/12.0-fix-323
[FIX] agreement_legal: Copy (#323)
This commit is contained in:
Maxime Chambreuil
GitHub
@@ -1,3 +1,3 @@
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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_read,Read access on agreement to Employees,model_agreement,base.group_user,1,0,0,0
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access_agreement_full,Full access on agreement grp,model_agreement,base.group_no_one,1,1,1,1
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access_agreement_full,Full access on agreement grp,model_agreement,base.group_no_one,1,1,1,1
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@@ -17,159 +17,123 @@ class Agreement(models.Model):
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string="Is a Template?",
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default=False,
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copy=False,
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help="Make this agreement a template.",
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)
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help="Make this agreement a template.")
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version = fields.Integer(
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string="Version",
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default=1,
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copy=False,
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help="The versions are used to keep track of document history and "
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"previous versions can be referenced.",
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)
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"previous versions can be referenced.")
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revision = fields.Integer(
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string="Revision",
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default=0,
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copy=False,
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help="The revision will increase with every save event.",
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)
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help="The revision will increase with every save event.")
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description = fields.Text(
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string="Description",
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track_visibility="onchange",
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help="Description of the agreement",
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)
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help="Description of the agreement")
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dynamic_description = fields.Text(
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compute="_compute_dynamic_description",
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string="Dynamic Description",
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help="Compute dynamic description",
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)
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help="Compute dynamic description")
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start_date = fields.Date(
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string="Start Date",
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track_visibility="onchange",
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help="When the agreement starts.",
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)
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help="When the agreement starts.")
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end_date = fields.Date(
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string="End Date",
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track_visibility="onchange",
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help="When the agreement ends.",
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)
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color = fields.Integer()
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help="When the agreement ends.")
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color = fields.Integer(string="Color")
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active = fields.Boolean(
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string="Active",
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default=True,
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help="If unchecked, it will allow you to hide the agreement without "
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"removing it.",
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)
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"removing it.")
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company_signed_date = fields.Date(
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string="Signed on",
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track_visibility="onchange",
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help="Date the contract was signed by Company.",
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)
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help="Date the contract was signed by Company.")
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partner_signed_date = fields.Date(
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string="Signed on",
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string="Signed on (Partner)",
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track_visibility="onchange",
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help="Date the contract was signed by the Partner.",
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)
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help="Date the contract was signed by the Partner.")
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term = fields.Integer(
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string="Term (Months)",
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track_visibility="onchange",
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help="Number of months this agreement/contract is in effect with the "
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"partner.",
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)
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"partner.")
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expiration_notice = fields.Integer(
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string="Exp. Notice (Days)",
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track_visibility="onchange",
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help="Number of Days before expiration to be notified.",
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)
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help="Number of Days before expiration to be notified.")
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change_notice = fields.Integer(
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string="Change Notice (Days)",
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track_visibility="onchange",
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help="Number of Days to be notified before changes.",
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)
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help="Number of Days to be notified before changes.")
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special_terms = fields.Text(
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string="Special Terms",
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track_visibility="onchange",
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help="Any terms that you have agreed to and want to track on the "
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"agreement/contract.",
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)
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"agreement/contract.")
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dynamic_special_terms = fields.Text(
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compute="_compute_dynamic_special_terms",
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string="Dynamic Special Terms",
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help="Compute dynamic special terms",
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)
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help="Compute dynamic special terms")
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code = fields.Char(
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string="Reference",
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required=True,
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default=lambda self: _("New"),
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track_visibility="onchange",
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copy=False,
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help="ID used for internal contract tracking.",
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)
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help="ID used for internal contract tracking.")
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increase_type_id = fields.Many2one(
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"agreement.increasetype",
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string="Increase Type",
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track_visibility="onchange",
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help="The amount that certain rates may increase.",
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)
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help="The amount that certain rates may increase.")
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termination_requested = fields.Date(
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string="Termination Requested Date",
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track_visibility="onchange",
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help="Date that a request for termination was received.",
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)
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help="Date that a request for termination was received.")
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termination_date = fields.Date(
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string="Termination Date",
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track_visibility="onchange",
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help="Date that the contract was terminated.",
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)
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help="Date that the contract was terminated.")
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reviewed_date = fields.Date(
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string="Reviewed Date", track_visibility="onchange"
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)
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string="Reviewed Date", track_visibility="onchange")
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reviewed_user_id = fields.Many2one(
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"res.users", string="Reviewed By", track_visibility="onchange"
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)
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"res.users", string="Reviewed By", track_visibility="onchange")
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approved_date = fields.Date(
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string="Approved Date", track_visibility="onchange"
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)
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string="Approved Date", track_visibility="onchange")
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approved_user_id = fields.Many2one(
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"res.users", string="Approved By", track_visibility="onchange"
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)
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"res.users", string="Approved By", track_visibility="onchange")
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currency_id = fields.Many2one("res.currency", string="Currency")
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partner_id = fields.Many2one(
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"res.partner",
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string="Partner",
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required=False,
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copy=True,
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help="The customer or vendor this agreement is related to.",
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)
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company_partner_id = fields.Many2one(
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"res.partner",
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string="Company",
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copy=True,
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default=lambda self: self.env.user.company_id.partner_id,
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)
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help="The customer or vendor this agreement is related to.")
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partner_contact_id = fields.Many2one(
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"res.partner",
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string="Partner Contact",
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copy=True,
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help="The primary partner contact (If Applicable).",
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)
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help="The primary partner contact (If Applicable).")
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partner_contact_phone = fields.Char(
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related="partner_contact_id.phone", string="Phone"
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)
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related="partner_contact_id.phone", string="Partner Phone")
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partner_contact_email = fields.Char(
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related="partner_contact_id.email", string="Email"
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)
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related="partner_contact_id.email", string="Partner Email")
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company_contact_id = fields.Many2one(
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"res.partner",
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string="Company Contact",
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copy=True,
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help="The primary contact in the company.",
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)
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help="The primary contact in the company.")
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company_contact_phone = fields.Char(
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related="company_contact_id.phone", string="Phone"
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)
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related="company_contact_id.phone", string="Phone")
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company_contact_email = fields.Char(
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related="company_contact_id.email", string="Email"
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)
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related="company_contact_id.email", string="Email")
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use_parties_content = fields.Boolean(
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string="Use parties content",
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help="Use custom content for parties")
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@@ -178,12 +142,12 @@ class Agreement(models.Model):
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deftext = """
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<h3>Company Information</h3>
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<p>
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${object.company_partner_id.name or ''}.<br>
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${object.company_partner_id.street or ''} <br>
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${object.company_partner_id.state_id.code or ''}
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${object.company_partner_id.zip or ''}
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${object.company_partner_id.city or ''}<br>
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${object.company_partner_id.country_id.name or ''}.<br><br>
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${object.company_id.partner_id.name or ''}.<br>
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${object.company_id.partner_id.street or ''} <br>
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${object.company_id.partner_id.state_id.code or ''}
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${object.company_id.partner_id.zip or ''}
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${object.company_id.partner_id.city or ''}<br>
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${object.company_id.partner_id.country_id.name or ''}.<br><br>
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Represented by <b>${object.company_contact_id.name or ''}.</b>
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</p>
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<p></p>
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@@ -203,137 +167,112 @@ class Agreement(models.Model):
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string="Parties",
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track_visibility="onchange",
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default=_get_default_parties,
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help="Parties of the agreement",
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)
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help="Parties of the agreement")
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dynamic_parties = fields.Html(
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compute="_compute_dynamic_parties",
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string="Dynamic Parties",
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help="Compute dynamic parties",
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)
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help="Compute dynamic parties")
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agreement_type_id = fields.Many2one(
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"agreement.type",
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string="Agreement Type",
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track_visibility="onchange",
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help="Select the type of agreement.",
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)
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help="Select the type of agreement.")
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agreement_subtype_id = fields.Many2one(
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"agreement.subtype",
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string="Agreement Sub-type",
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track_visibility="onchange",
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help="Select the sub-type of this agreement. Sub-Types are related to "
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"agreement types.",
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)
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"agreement types.")
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product_ids = fields.Many2many(
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"product.template", string="Products & Services"
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)
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"product.template", string="Products & Services")
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assigned_user_id = fields.Many2one(
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"res.users",
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string="Assigned To",
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track_visibility="onchange",
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help="Select the user who manages this agreement.",
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)
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help="Select the user who manages this agreement.")
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company_signed_user_id = fields.Many2one(
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"res.users",
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string="Signed By",
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track_visibility="onchange",
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help="The user at our company who authorized/signed the agreement or "
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"contract.",
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)
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"contract.")
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partner_signed_user_id = fields.Many2one(
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"res.partner",
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string="Signed By",
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string="Signed By (Partner)",
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track_visibility="onchange",
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help="Contact on the account that signed the agreement/contract.",
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)
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help="Contact on the account that signed the agreement/contract.")
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parent_agreement_id = fields.Many2one(
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"agreement",
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string="Parent Agreement",
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help="Link this agreement to a parent agreement. For example if this "
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"agreement is an amendment to another agreement. This list will "
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"only show other agreements related to the same account.",
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)
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"only show other agreements related to the same account.")
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renewal_type_id = fields.Many2one(
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"agreement.renewaltype",
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string="Renewal Type",
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track_visibility="onchange",
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help="Describes what happens after the contract expires.",
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)
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help="Describes what happens after the contract expires.")
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recital_ids = fields.One2many(
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"agreement.recital", "agreement_id", string="Recitals", copy=True
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)
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"agreement.recital", "agreement_id", string="Recitals", copy=True)
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sections_ids = fields.One2many(
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"agreement.section", "agreement_id", string="Sections", copy=True
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)
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"agreement.section", "agreement_id", string="Sections", copy=True)
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clauses_ids = fields.One2many(
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"agreement.clause", "agreement_id", string="Clauses", copy=True
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)
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"agreement.clause", "agreement_id", string="Clauses")
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appendix_ids = fields.One2many(
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"agreement.appendix", "agreement_id", string="Appendices", copy=True
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)
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"agreement.appendix", "agreement_id", string="Appendices", copy=True)
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previous_version_agreements_ids = fields.One2many(
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"agreement",
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"parent_agreement_id",
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string="Child Agreements",
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string="Previous Versions",
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copy=False,
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domain=[("active", "=", False)],
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)
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domain=[("active", "=", False)])
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child_agreements_ids = fields.One2many(
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"agreement",
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"parent_agreement_id",
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string="Child Agreements",
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copy=False,
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domain=[("active", "=", True)],
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)
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domain=[("active", "=", True)])
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line_ids = fields.One2many(
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"agreement.line",
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"agreement_id",
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string="Products/Services",
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copy=False,
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)
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copy=False)
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state = fields.Selection(
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[("draft", "Draft"), ("active", "Active"), ("inactive", "Inactive")],
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default="draft",
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track_visibility="always",
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)
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track_visibility="always")
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notification_address_id = fields.Many2one(
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"res.partner",
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string="Notification Address",
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help="The address to send notificaitons to, if different from "
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"customer address.(Address Type = Other)",
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)
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"customer address.(Address Type = Other)")
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signed_contract_filename = fields.Char(string="Filename")
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signed_contract = fields.Binary(
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string="Signed Document", track_visibility="always"
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)
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string="Signed Document", track_visibility="always")
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field_id = fields.Many2one(
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"ir.model.fields",
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string="Field",
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help="""Select target field from the related document model. If it is a
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relationship field you will be able to select a target field at the
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destination of the relationship.""",
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)
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destination of the relationship.""")
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sub_object_id = fields.Many2one(
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"ir.model",
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string="Sub-model",
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help="""When a relationship field is selected as first field, this
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field shows the document model the relationship goes to.""",
|
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)
|
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field shows the document model the relationship goes to.""")
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sub_model_object_field_id = fields.Many2one(
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"ir.model.fields",
|
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string="Sub-field",
|
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help="""When a relationship field is selected as first field, this
|
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field lets you select the target field within the destination document
|
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model (sub-model).""",
|
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)
|
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model (sub-model).""")
|
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default_value = fields.Char(
|
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string="Default Value",
|
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help="Optional value to use if the target field is empty.",
|
||||
)
|
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help="Optional value to use if the target field is empty.")
|
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copyvalue = fields.Char(
|
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string="Placeholder Expression",
|
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help="""Final placeholder expression, to be copy-pasted in the desired
|
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template field.""",
|
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)
|
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template field.""")
|
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|
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# compute the dynamic content for mako expression
|
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@api.multi
|
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@@ -379,19 +318,16 @@ class Agreement(models.Model):
|
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self.sub_object_id = False
|
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if self.field_id and not self.field_id.relation:
|
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self.copyvalue = "${{object.{} or {}}}".format(
|
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self.field_id.name, self.default_value or "''"
|
||||
)
|
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self.field_id.name, self.default_value or "''")
|
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self.sub_model_object_field_id = False
|
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if self.field_id and self.field_id.relation:
|
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self.sub_object_id = self.env["ir.model"].search(
|
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[("model", "=", self.field_id.relation)]
|
||||
)[0]
|
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[("model", "=", self.field_id.relation)])[0]
|
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if self.sub_model_object_field_id:
|
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self.copyvalue = "${{object.{}.{} or {}}}".format(
|
||||
self.field_id.name,
|
||||
self.sub_model_object_field_id.name,
|
||||
self.default_value or "''",
|
||||
)
|
||||
self.default_value or "''")
|
||||
|
||||
# Used for Kanban grouped_by view
|
||||
@api.model
|
||||
@@ -403,11 +339,10 @@ class Agreement(models.Model):
|
||||
"agreement.stage",
|
||||
string="Stage",
|
||||
group_expand="_read_group_stage_ids",
|
||||
default=lambda self: self._default_stage_id(),
|
||||
help="Select the current stage of the agreement.",
|
||||
track_visibility="onchange",
|
||||
index=True,
|
||||
# default=lambda self: self._default_stage_id(),
|
||||
)
|
||||
index=True)
|
||||
|
||||
# Create New Version Button
|
||||
@api.multi
|
||||
@@ -436,8 +371,10 @@ class Agreement(models.Model):
|
||||
"version": 1,
|
||||
"revision": 0,
|
||||
"state": "draft",
|
||||
"stage_id": self.env.ref("agreement_legal.agreement_stage_new").id,
|
||||
}
|
||||
res = self.copy(default=default_vals)
|
||||
res.sections_ids.clauses_ids.write({'agreement_id': res.id})
|
||||
return {
|
||||
"res_model": "agreement",
|
||||
"type": "ir.actions.act_window",
|
||||
|
||||
@@ -12,8 +12,7 @@ class AgreementClause(models.Model):
|
||||
name = fields.Char(string="Name", required=True)
|
||||
title = fields.Char(
|
||||
string="Title",
|
||||
help="The title is displayed on the PDF." "The name is not."
|
||||
)
|
||||
help="The title is displayed on the PDF." "The name is not.")
|
||||
sequence = fields.Integer(string="Sequence")
|
||||
agreement_id = fields.Many2one(
|
||||
"agreement",
|
||||
@@ -22,20 +21,17 @@ class AgreementClause(models.Model):
|
||||
section_id = fields.Many2one(
|
||||
"agreement.section",
|
||||
string="Section",
|
||||
ondelete="cascade"
|
||||
)
|
||||
ondelete="cascade")
|
||||
content = fields.Html(string="Clause Content")
|
||||
dynamic_content = fields.Html(
|
||||
compute="_compute_dynamic_content",
|
||||
string="Dynamic Content",
|
||||
help="compute dynamic Content",
|
||||
)
|
||||
help="compute dynamic Content")
|
||||
active = fields.Boolean(
|
||||
string="Active",
|
||||
default=True,
|
||||
help="If unchecked, it will allow you to hide the agreement without "
|
||||
"removing it.",
|
||||
)
|
||||
"removing it.")
|
||||
|
||||
# Dynamic field editor
|
||||
field_id = fields.Many2one(
|
||||
@@ -43,30 +39,25 @@ class AgreementClause(models.Model):
|
||||
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.""",
|
||||
)
|
||||
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.""",
|
||||
)
|
||||
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).""",
|
||||
)
|
||||
model (sub-model).""")
|
||||
default_value = fields.Char(
|
||||
string="Default Value",
|
||||
help="Optional value to use if the target field is empty.",
|
||||
)
|
||||
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.""",
|
||||
)
|
||||
template field.""")
|
||||
|
||||
@api.onchange('field_id', 'sub_model_object_field_id', 'default_value')
|
||||
def onchange_copyvalue(self):
|
||||
|
||||
@@ -12,27 +12,22 @@ class AgreementSection(models.Model):
|
||||
name = fields.Char(string="Name", required=True)
|
||||
title = fields.Char(
|
||||
string="Title",
|
||||
help="The title is displayed on the PDF." "The name is not.",
|
||||
)
|
||||
help="The title is displayed on the PDF. The name is not.")
|
||||
sequence = fields.Integer(string="Sequence")
|
||||
agreement_id = fields.Many2one(
|
||||
"agreement", string="Agreement", ondelete="cascade"
|
||||
)
|
||||
"agreement", string="Agreement", ondelete="cascade")
|
||||
clauses_ids = fields.One2many(
|
||||
"agreement.clause", "section_id", string="Clauses"
|
||||
)
|
||||
"agreement.clause", "section_id", string="Clauses", copy=True)
|
||||
content = fields.Html(string="Section Content")
|
||||
dynamic_content = fields.Html(
|
||||
compute="_compute_dynamic_content",
|
||||
string="Dynamic Content",
|
||||
help="compute dynamic Content",
|
||||
)
|
||||
help="compute dynamic Content")
|
||||
active = fields.Boolean(
|
||||
string="Active",
|
||||
default=True,
|
||||
help="""If unchecked, it will allow you to hide the
|
||||
agreement without removing it.""",
|
||||
)
|
||||
help="If unchecked, it will allow you to hide the agreement without "
|
||||
"removing it.")
|
||||
|
||||
# Dynamic field editor
|
||||
field_id = fields.Many2one(
|
||||
@@ -40,30 +35,25 @@ class AgreementSection(models.Model):
|
||||
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.""",
|
||||
)
|
||||
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.""",
|
||||
)
|
||||
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).""",
|
||||
)
|
||||
model (sub-model).""")
|
||||
default_value = fields.Char(
|
||||
string="Default Value",
|
||||
help="Optional value to use if the target field is empty.",
|
||||
)
|
||||
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.""",
|
||||
)
|
||||
template field.""")
|
||||
|
||||
@api.onchange("field_id", "sub_model_object_field_id", "default_value")
|
||||
def onchange_copyvalue(self):
|
||||
@@ -72,8 +62,7 @@ class AgreementSection(models.Model):
|
||||
self.sub_object_id = False
|
||||
if self.field_id and not self.field_id.relation:
|
||||
self.copyvalue = "${{object.{} or {}}}".format(
|
||||
self.field_id.name, self.default_value or "''"
|
||||
)
|
||||
self.field_id.name, self.default_value or "''")
|
||||
self.sub_model_object_field_id = False
|
||||
if self.field_id and self.field_id.relation:
|
||||
self.sub_object_id = self.env["ir.model"].search(
|
||||
@@ -91,12 +80,8 @@ class AgreementSection(models.Model):
|
||||
def _compute_dynamic_content(self):
|
||||
MailTemplates = self.env["mail.template"]
|
||||
for section in self:
|
||||
lang = (
|
||||
section.agreement_id
|
||||
and section.agreement_id.partner_id.lang
|
||||
or "en_US"
|
||||
)
|
||||
lang = (section.agreement_id and
|
||||
section.agreement_id.partner_id.lang or "en_US")
|
||||
content = MailTemplates.with_context(lang=lang)._render_template(
|
||||
section.content, "agreement.section", section.id
|
||||
)
|
||||
section.content, "agreement.section", section.id)
|
||||
section.dynamic_content = content
|
||||
|
||||
@@ -36,7 +36,7 @@
|
||||
<t t-if="not doc.use_parties_content">
|
||||
<h3>Company Information</h3>
|
||||
<div name="company_address">
|
||||
<address t-field="doc.company_partner_id"
|
||||
<address t-field="doc.company_id.partner_id"
|
||||
t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' />
|
||||
</div>
|
||||
<div name="company_contact">
|
||||
@@ -121,7 +121,7 @@
|
||||
<p>Date: </p>
|
||||
</td>
|
||||
<td>
|
||||
<p t-field="doc.company_partner_id"/>
|
||||
<p t-field="doc.company_id.partner_id"/>
|
||||
<p>By: </p>
|
||||
<p>
|
||||
Name: <span t-field="doc.company_contact_id.name"/>
|
||||
|
||||
@@ -9,7 +9,7 @@
|
||||
<tree string="Agreements" default_order='name'>
|
||||
<field name="name"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="company_partner_id"/>
|
||||
<field name="company_id"/>
|
||||
<field name="parent_agreement_id"/>
|
||||
<field name="agreement_type_id"/>
|
||||
<field name="agreement_subtype_id"/>
|
||||
@@ -111,7 +111,7 @@
|
||||
<group name="company"
|
||||
string="Company">
|
||||
<div class="o_address_format">
|
||||
<field name="company_partner_id"
|
||||
<field name="company_id"
|
||||
readonly="1"
|
||||
context="{'show_address': 1}"
|
||||
options="{"always_reload": True}"/>
|
||||
@@ -123,7 +123,7 @@
|
||||
<field name="partner_contact_email" widget="email" readonly="1" nolabel="1"/>
|
||||
</group>
|
||||
<group name="contact_right" string="Primary Contact">
|
||||
<field name="company_contact_id" domain="[('parent_id', '=', company_partner_id)]" nolabel="1"/>
|
||||
<field name="company_contact_id" domain="[('parent_id', '=', company_id.partner_id)]" nolabel="1"/>
|
||||
<field name="company_contact_phone" widget="phone" readonly="1" nolabel="1"/>
|
||||
<field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
|
||||
</group>
|
||||
@@ -137,7 +137,7 @@
|
||||
<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)]"/>
|
||||
<field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_id.partner_id)]"/>
|
||||
<field name="termination_requested"/>
|
||||
<field name="termination_date"/>
|
||||
</group>
|
||||
|
||||
Reference in New Issue
Block a user