contract/agreement_legal/models/agreement.py

# 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 = ["agreement", "mail.thread"]

    def _default_stage_id(self):
        return self.env.ref("agreement_legal.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.",
    )
    dynamic_special_terms = fields.Text(
        compute="_compute_dynamic_special_terms",
        string="Dynamic Special Terms",
        help="Compute dynamic special terms",
    )
    reference = fields.Char(
        string="Reference",
        copy=False,
        required=True,
        default=lambda self: _("New"),
        track_visibility="onchange",
        help="ID used for internal contract tracking.",
    )
    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="Partner",
        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")
    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.",
    )
    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
    )
    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)],
    )
    line_ids = fields.One2many(
        "agreement.line",
        "agreement_id",
        string="Products/Services",
        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")
    field_id = fields.Many2one(
        "ir.model.fields",
        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.""",
    )
    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.""",
    )
    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).""",
    )
    default_value = fields.Char(
        string="Default Value",
        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.""",
    )

    # 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

    @api.multi
    def _compute_dynamic_special_terms(self):
        MailTemplates = self.env["mail.template"]
        for agreement in self:
            lang = agreement.partner_id.lang or "en_US"
            special_terms = MailTemplates.with_context(
                lang=lang)._render_template(
                agreement.special_terms, "agreement", agreement.id
            )
            agreement.dynamic_special_terms = special_terms

    @api.onchange("field_id", "sub_model_object_field_id", "default_value")
    def onchange_copyvalue(self):
        self.sub_object_id = False
        self.copyvalue = False
        self.sub_object_id = False
        if self.field_id and not self.field_id.relation:
            self.copyvalue = "${{object.{} or {}}}".format(
                self.field_id.name,
                self.default_value or "''",
            )
            self.sub_model_object_field_id = False
        if self.field_id and self.field_id.relation:
            self.sub_object_id = self.env["ir.model"].search(
                [("model", "=", self.field_id.relation)]
            )[0]
        if self.sub_model_object_field_id:
            self.copyvalue = "${{object.{}.{} or {}}}".format(
                self.field_id.name,
                self.sub_model_object_field_id.name,
                self.default_value or "''",
            )

    # 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": "{} - 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)