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