mirror of
https://github.com/OCA/contract.git
synced 2025-02-13 17:57:24 +02:00
617 lines
30 KiB
XML
617 lines
30 KiB
XML
<odoo>
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<!-- Agreement List View-->
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<record model="ir.ui.view" id="partner_agreement_list_view">
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<field name="name">Agreement List</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<tree>
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<field name="code" />
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<field name="name" />
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<field name="partner_id" />
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<field name="company_id" />
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<field name="parent_agreement_id" />
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<field name="agreement_type_id" />
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<field name="agreement_subtype_id" />
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<field name="stage_id" />
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<field name="active" invisible="1" />
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</tree>
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</field>
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</record>
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<!-- Agreement Form View -->
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<record model="ir.ui.view" id="partner_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="priority" eval="1" />
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<field name="arch" type="xml">
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<form string="Agreement">
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<header>
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<button
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string="New Version"
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type="object"
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name="create_new_version"
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class="oe_highlight"
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attrs="{'invisible': [('state', '=', 'active')]}"
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/>
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<button
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string="New Agreement"
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type="object"
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name="create_new_agreement"
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class="oe_highlight"
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attrs="{'invisible': [('is_template', '=', False)]}"
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/>
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<field
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name="stage_id"
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widget="statusbar"
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clickable="True"
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options="{'clickable': 1, 'fold_field': 'fold'}"
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domain="[('stage_type', '=', 'agreement')]"
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/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box" />
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<widget
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name="web_ribbon"
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title="Template"
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bg_color="bg-info"
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attrs="{'invisible': [('is_template', '=', False)]}"
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/>
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<div class="oe_title">
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<label
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for="name"
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class="oe_edit_only"
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string="Agreement Name"
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/>
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<h1>
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<field name="name" />
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</h1>
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</div>
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<group string="General">
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<group>
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<field name="code" readonly="1" />
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<field
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name="parent_agreement_id"
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domain="[('partner_id', '=', partner_id)]"
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/>
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<field name="is_template" invisible="1" />
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<field
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name="template_id"
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attrs="{'invisible': [('is_template', '=', True)]}"
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/>
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</group>
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<group>
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<field
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name="agreement_type_id"
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widget="selection"
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required="True"
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/>
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<field
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name="agreement_subtype_id"
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widget="selection"
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domain="[('agreement_type_id', '=', agreement_type_id)]"
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/>
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<field
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name="assigned_user_id"
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attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"
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/>
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<field name="active" invisible="1" />
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<field name="state" invisible="1" />
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<field name="readonly" invisible="1" />
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</group>
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</group>
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<group string="Description">
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<field name="description" required="True" nolabel="1" />
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</group>
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<group class="oe_edit_only">
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<group>
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<field
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name="field_id"
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domain="[('model_id', '=', active_model),
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('ttype', '!=', 'one2many'),
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('ttype', '!=', 'many2many')]"
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/>
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<field name="sub_object_id" readonly="1" />
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<field
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name="sub_model_object_field_id"
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domain="[('model_id', '=', sub_object_id),
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('ttype', '!=', 'one2many'),
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('ttype', '!=', 'many2many')]"
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attrs="{'readonly':[('sub_object_id', '=', False)],
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'required':[('sub_object_id', '!=', False)]}"
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/>
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<field name="default_value" />
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<field name="copyvalue" />
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</group>
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<p>
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This section (on the left) allows you to add dynamic fields inside the description and special terms.
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<ol>
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<li>Select the agreement field</li>
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<li>Select the sub-field</li>
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<li>Enter the default value if the field is empty</li>
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<li
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>Copy and paste the placeholder expression in the description or the special terms</li>
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</ol>
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</p>
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</group>
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<group name="parties" string="Parties">
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<group name="cust_parties">
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<field
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name="use_parties_content"
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string="Use custom content"
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/>
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</group>
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<group name="cust_parties">
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<p>
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This section (on the left) allows you to replace the default listing of the parties with custom dynamic content.
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</p>
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</group>
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<group name="partner" string="Partner">
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<div class="o_address_format">
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<field
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name="partner_id"
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context="{'show_address': 1}"
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options="{'always_reload': True}"
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/>
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</div>
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</group>
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<group name="company" string="Company">
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<div class="o_address_format">
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<field
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name="company_id"
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readonly="1"
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context="{'show_address': 1}"
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options="{'always_reload': True}"
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/>
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</div>
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<field name="company_partner_id" invisible="1" />
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</group>
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<group name="partner_left" string="Primary Contact">
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<field
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name="partner_contact_id"
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domain="[('parent_id', '=', partner_id)]"
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nolabel="1"
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/>
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<field
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name="partner_contact_phone"
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widget="phone"
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readonly="1"
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nolabel="1"
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/>
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<field
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name="partner_contact_email"
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widget="email"
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readonly="1"
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nolabel="1"
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/>
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</group>
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<group name="contact_right" string="Primary Contact">
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<field
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name="company_contact_id"
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domain="[('parent_id', '=', company_partner_id)]"
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nolabel="1"
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/>
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<field
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name="company_contact_phone"
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widget="phone"
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readonly="1"
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nolabel="1"
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/>
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<field
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name="company_contact_email"
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widget="email"
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readonly="1"
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nolabel="1"
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/>
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</group>
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</group>
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<group
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name="parties_content"
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string="Parties Content"
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attrs="{'invisible':[('use_parties_content', '=', False)]}"
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>
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<field name="parties" nolabel="1" />
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</group>
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<group name="term_information">
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<group name="termdates_left" string="Term Dates">
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<field
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name="signature_date"
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attrs="{'invisible': [('is_template', '=', True)]}"
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/>
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<field
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name="start_date"
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attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"
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/>
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<field
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name="end_date"
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attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"
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/>
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<field
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name="to_review_date"
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attrs="{'required': [('is_template', '=', False), ('end_date', '!=', False)], 'invisible': [('is_template', '=', True)]}"
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/>
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<field name="expiration_notice" />
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<field name="change_notice" />
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<field
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name="notification_address_id"
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domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"
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/>
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<field name="termination_requested" />
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<field name="termination_date" />
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</group>
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</group>
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<group string="Special Terms">
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<field name="special_terms" nolabel="1" />
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</group>
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<notebook>
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<page name="structure" string="Structure">
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<div>
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<button
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name="%(partner_agreement_contract_document_preview)d"
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string="Preview"
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type="action"
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class="oe_highlight"
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/>
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<button
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name="%(partner_agreement_contract_document)d"
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string="Print"
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type="action"
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class="oe_highlight"
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/>
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</div>
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<separator string="Recitals" />
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<field
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name="recital_ids"
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nolabel="1"
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context="{'tree_view_ref': 'agreement_legal.agreement_recital_tree2', 'form_view_ref': 'agreement_legal.agreement_recital_form2'}"
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/>
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<separator string="Sections" />
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<field
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name="sections_ids"
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nolabel="1"
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context="{'tree_view_ref': 'agreement_legal.partner_agreement_section_list_view2', 'form_view_ref': 'agreement_legal.partner_agreement_section_form_view2'}"
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/>
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<separator string="Clauses" />
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<field
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name="clauses_ids"
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nolabel="1"
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context="{'tree_view_ref': 'agreement_legal.partner_agreement_clause_list_view2', 'form_view_ref': 'agreement_legal.partner_agreement_clause_form_view2', 'default_temp_agreement_id': active_id}"
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/>
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<separator string="Appendices" />
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<field
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name="appendix_ids"
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nolabel="1"
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context="{'tree_view_ref': 'agreement_legal.agreement_appendix_tree2', 'form_view_ref': 'agreement_legal.agreement_appendix_form2'}"
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/>
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</page>
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<page name="signature" string="Signatures">
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<group>
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<group string="Partner">
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<field name="partner_signed_date" />
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<field
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name="partner_signed_user_id"
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domain="[('parent_id', '=', partner_id)]"
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/>
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</group>
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<group string="Company">
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<field name="company_signed_date" />
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<field name="company_signed_user_id" />
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<field
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name="signed_contract"
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filename="signed_contract_filename"
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/>
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<field
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name="signed_contract_filename"
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invisible="1"
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/>
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</group>
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</group>
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</page>
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<page name="products" string="Products/Services">
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<field name="line_ids" nolabel="1">
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<tree editable="top">
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<field name="product_id" />
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<field name="name" />
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<field name="qty" />
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<field name="uom_id" groups="uom.group_uom" />
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</tree>
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</field>
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</page>
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<page name="child_agreements" string="Child Agreements">
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<field name="child_agreements_ids">
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<tree default_order="version desc">
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<field name="name" />
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<field name="version" />
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<field name="revision" />
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</tree>
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</field>
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</page>
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<page name="old_versions" string="Revisions">
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<field
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name="previous_version_agreements_ids"
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string="Previouse Versions"
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readonly="1"
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>
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<tree default_order="version desc">
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<field name="name" />
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<field name="version" />
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<field name="revision" />
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</tree>
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</field>
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</page>
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<page name="performance" string="Performance">
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<p
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>This section is a place where financial records will show the current performance of this agreement.</p>
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<p>Perhaps include invoices with total vs costs? </p>
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</page>
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</notebook>
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<group string="Administration">
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<div>
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<p>Reviewed by <field
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name="reviewed_user_id"
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class="oe_inline"
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/> on <field
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name="reviewed_date"
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class="oe_inline"
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/>.</p>
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<p>Approved by <field
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name="approved_user_id"
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class="oe_inline"
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/> on <field
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name="approved_date"
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class="oe_inline"
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/>.</p>
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</div>
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</group>
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<p name="footer">
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Version: <field name="version" readonly="True" />.<field
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name="revision"
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readonly="True"
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/>
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| Created By:
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<field
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name="create_uid"
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readonly="True"
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attrs="{'invisible': [('parent_agreement_id', '!=', False)]}"
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/>
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<field
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name="create_uid_parent"
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attrs="{'invisible': [('parent_agreement_id', '=', False)]}"
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/>
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| Created On:
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<field
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name="create_date"
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readonly="True"
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attrs="{'invisible': [('parent_agreement_id', '!=', False)]}"
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/>
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<field
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name="create_date_parent"
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readonly="True"
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attrs="{'invisible': [('parent_agreement_id', '=', False)]}"
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/>
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</p>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" />
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<field name="activity_ids" widget="mail_activity" />
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<field name="message_ids" widget="mail_thread" />
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</div>
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</form>
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</field>
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</record>
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<!-- Agreement Kanban View -->
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<record id="view_project_agreement_kanban" model="ir.ui.view">
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<field name="name">Agreement Kanban</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id">
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<field name="color" />
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<field name="assigned_user_id" />
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<templates>
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<t t-name="kanban-box">
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<div
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t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click"
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>
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<div class="oe_kanban_content">
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<div class="o_kanban_record_top">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name" />
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</strong><br />
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<div
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class="o_kanban_record_subtitle text-muted"
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>
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<field name="partner_id" />
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<t
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t-if="record.end_date.raw_value and record.end_date.raw_value lt (new Date())"
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t-set="red"
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>oe_kanban_text_red</t>
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<div t-attf-class="#{red || ''}">
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<i><field name="end_date" /></i>
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</div>
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</div>
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</div>
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<div
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class="o_dropdown_kanban dropdown"
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groups="base.group_user"
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>
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<a
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role="button"
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class="dropdown-toggle btn"
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data-toggle="dropdown"
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href="#"
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>
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<span
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class="fa fa-ellipsis-v"
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aria-hidden="true"
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title="Icon"
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/>
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</a>
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<ul
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class="dropdown-menu"
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role="menu"
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aria-labelledby="dLabel"
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>
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<li t-if="widget.editable"><a
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type="edit"
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>Edit</a></li>
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<li class="divider" />
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<li
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class="dropdown-header"
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>Record's Colour</li>
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<li>
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<ul
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class="oe_kanban_colorpicker"
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data-field="color"
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/>
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</li>
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</ul>
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</div>
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</div>
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<div class="o_kanban_record_body">
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<field name="agreement_type_id" /> - <field
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name="agreement_subtype_id"
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/>
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</div>
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<div class="o_kanban_record_bottom">
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<div class="oe_kanban_bottom_left">
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V: <field name="version" />
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</div>
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<div
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class="oe_kanban_bottom_right"
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t-if="record.assigned_user_id.raw_value"
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>
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<img
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t-att-src="kanban_image('res.users', 'image_128', record.assigned_user_id.raw_value)"
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t-att-title="record.assigned_user_id.value"
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width="36"
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height="36"
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class="oe_kanban_avatar"
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alt="user & picture"
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/>
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</div>
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</div>
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</div>
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<div class="oe_clear" />
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Agreement Search View -->
|
|
<record model="ir.ui.view" id="partner_agreement_search_view">
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<field name="name">Agreement Search</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<search string="Agreement Search">
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<field name="code" />
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<field name="name" />
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<field name="partner_id" />
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<field name="agreement_type_id" />
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<field name="agreement_subtype_id" />
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<filter
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name="filter_non_template"
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string="Non-Templates"
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domain="[('active','=',True),('is_template', '=', False)]"
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/>
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<filter
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name="filter_inactive"
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string="Archived"
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domain="[('active','=',False)]"
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/>
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<filter
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name="filter_templates"
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string="Templates"
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domain="[('active','=',True),('is_template', '=', True)]"
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/>
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<filter
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|
name="filter_to_review"
|
|
string="Agreements to review"
|
|
domain="[('to_review_date', '<=', context_today().strftime('%Y-%m-%d')), ('end_date', '>=', context_today().strftime('%Y-%m-%d'))]"
|
|
/>
|
|
<filter
|
|
name="group_partner_id"
|
|
string="Partners"
|
|
icon="terp-partner"
|
|
context="{'group_by':'partner_id'}"
|
|
/>
|
|
<filter
|
|
name="group_agreement_type_id"
|
|
string="Agreement Type"
|
|
icon="terp-partner"
|
|
context="{'group_by':'agreement_type_id'}"
|
|
/>
|
|
<filter
|
|
name="group_agreement_subtype_id"
|
|
string="Agreement Sub-type"
|
|
icon="terp-partner"
|
|
context="{'group_by':'agreement_subtype_id'}"
|
|
/>
|
|
<filter
|
|
name="group_status"
|
|
string="Status"
|
|
icon="terp-partner"
|
|
context="{'group_by':'stage_id'}"
|
|
/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Agreement Reporting -->
|
|
<record id="agreement_graph_view" model="ir.ui.view">
|
|
<field name="name">agreement.graph</field>
|
|
<field name="model">agreement</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Agreements" type="bar">
|
|
<field name="stage_id" type="row" />
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="agreement_pivot_view" model="ir.ui.view">
|
|
<field name="name">agreement.pivot</field>
|
|
<field name="model">agreement</field>
|
|
<field name="arch" type="xml">
|
|
<pivot string="Agreements" display_quantity="true">
|
|
<field name="stage_id" type="row" />
|
|
</pivot>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_agreement_report_order" model="ir.actions.act_window">
|
|
<field name="name">Agreements</field>
|
|
<field name="res_model">agreement</field>
|
|
<field name="view_mode">graph,pivot</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="context">{'default_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="context">{'default_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="context">{'default_is_template': True}</field>
|
|
<field name="view_mode">tree,kanban,form</field>
|
|
</record>
|
|
|
|
</odoo>
|