contract/agreement/views/agreement.xml

<?xml version="1.0"?>
<odoo>

    <!-- Agreement List View-->
    <record model="ir.ui.view" id="partner_agreement_list_view">
        <field name="name">Agreement List</field>
        <field name="model">agreement</field>
        <field name="arch" type="xml">
            <tree default_order='name'>
                <field name="name"/>
                <field name="partner_id"/>
                <field name="company_partner_id"/>
                <field name="parent_agreement_id"/>
                <field name="agreement_type_id"/>
                <field name="agreement_subtype_id"/>
                <field name="active" invisible="1"/>
            </tree>
        </field>
    </record>

    <!-- Agreement Form View -->
    <record model="ir.ui.view" id="partner_agreement_form_view">
        <field name="name">Agreement Form</field>
        <field name="model">agreement</field>
        <field name="arch" type="xml">
            <form string="Agreements Form">
                <header>
                    <button string="New Version" type="object" name="create_new_version" class="oe_highlight" attrs="{'invisible': [('state', '=', 'active')]}"/>
                    <button string="New Agreement" type="object" name="create_new_agreement" class="oe_highlight" attrs="{'invisible': [('is_template', '=', False)]}"/>
                    <field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
                </header>
                <sheet>
                    <div class="oe_title">
                        <label for="name" class="oe_edit_only" string="Agreement Name"/>
                        <h1>
                            <field name="name"/>
                        </h1>
                    </div>
                    <group string="General">
                        <group>
                            <field name="reference" readonly="1"/>
                            <field name="parent_agreement_id"
                                   domain="[('partner_id', '=', partner_id)]"/>
                            <field name="is_template"/>
                        </group>
                        <group>
                            <field name="agreement_type_id"
                                   widget="selection"
                                   required="True"/>
                            <field name="agreement_subtype_id"
                                   widget="selection"
                                   domain="[('agreement_type_id', '=', agreement_type_id)]"/>
                            <field name="assigned_user_id"
                                   attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
                            <field name="active" invisible="1"/>
                            <field name="state" invisible="1"/>
                        </group>
                    </group>
                    <group string="Description">
                        <field name="description"
                               required="True"
                               nolabel="1"/>
                    </group>
                    <group name="parties" string="Parties">
                        <group name="partner"
                               string="Partner">
                            <div class="o_address_format">
                                <field name="partner_id"
                                       domain="[('customer', '=', True)]"
                                       context="{'show_address': 1}"
                                       options="{&quot;always_reload&quot;: True}"/>
                            </div>
                        </group>
                        <group name="company"
                               string="Company">
                            <div class="o_address_format">
                                <field name="company_partner_id"
                                       readonly="1"
                                       context="{'show_address': 1}"
                                       options="{&quot;always_reload&quot;: True}"/>
                            </div>
                        </group>
                        <group name="partner_left" string="Primary Contact">
                            <field name="partner_contact_id" domain="[('parent_id', '=', partner_id)]" nolabel="1"/>
                            <field name="partner_contact_phone" widget="phone" readonly="1" nolabel="1"/>
                            <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_phone" widget="phone" readonly="1" nolabel="1"/>
                            <field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
                        </group>
                    </group>
                    <group name="term_information">
                        <group name="termdates_left" string="Term Dates">
                            <field name="start_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
                            <field name="end_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('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="termination_requested"/>
                            <field name="termination_date"/>
                        </group>
                        <group name="paymentterm_right" string="Payment Terms">
                            <field name="term" attrs="{'invisible': [('partner_id', '=', False)]}"/>
                            <field name="payment_term_id" widget="selection"/>
                            <field name="renewal_type_id" widget="selection"/>
                            <field name="increase_type_id" widget="selection"/>
                        </group>
                    </group>
                    <group string="Special Terms">
                        <field name="special_terms"
                               nolabel="1"/>
                    </group>
                    <notebook>
                        <page name="structure" string="Structure">
                            <div>
                                <button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
                                <button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
                            </div>
                            <group string="Sections" default_order='section_sequence'>
                                <field name="sections_ids"
                                       nolabel="1"
                                       context="{'default_agreement': active_id}">
                                    <tree default_order='section_sequence'>
                                        <field name="section_sequence" widget="handle"/>
                                        <field name="name"/>
                                    </tree>
                                </field>
                            </group>
                            <group string="Clauses" default_order='section_id, clause_sequence'>
                                <field name="clauses_ids"
                                       nolabel="1"
                                       context="{'default_agreement': active_id}">
                                    <tree default_order='section_id, clause_sequence'>
                                        <field name="clause_sequence" widget="handle"/>
                                        <field name="section_id"/>
                                        <field name="name"/>
                                    </tree>
                                </field>
                            </group>
                        </page>
                        <page name="signature" string="Signatures">
                            <group>
                                <group string="Partner">
                                    <field name="partner_signed_date"/>
                                    <field name="partner_signed_user_id" domain="[('parent_id', '=', partner_id)]"/>
                                </group>
                                <group string="Company">
                                    <field name="company_signed_date"/>
                                    <field name="company_signed_user_id"/>
                                    <field name="signed_contract" filename="signed_contract_filename"/>
                                    <field name="signed_contract_filename" invisible="1"/>
                                </group>
                            </group>
                        </page>
                        <page name="products" string="Products/Services">
                            <group string="Products/Services">
                                <field name="product_ids" nolabel="1"/>
                            </group>
                        </page>
                        <page name="financials" string="Financials">
                            <group>
                                <group>
                                    <field name="analytic_id"/>
                                </group>
                                <group></group>
                            </group>
                            <group string="Revenues and Costs">
                                <field name="analytic_line_ids"
                                       readonly="1"
                                       nolabel="1"/>
                            </group>
                            <!--
                            <group string="Financial Details>
                                <group string="Company">
                                    <field name="total_company_mrc"/>
                                    <field name="total_company_nrc"/>
                                    <field name="currency_id"/>
                                    <field name="contract_value" readonly="1"/>
                                </group>
                                <group string="Customer">
                                    <field name="total_customer_mrc"/>
                                    <field name="total_customer_nrc"/>
                                </group>
                            </group> -->
                        </page>
                        <page name="child_agreements" string="Child Agreements">
                            <field name="child_agreements_ids">
                                <tree default_order='version desc'>
                                    <field name="name"/>
                                    <field name="version"/>
                                    <field name="revision"/>
                                </tree>
                            </field>
                        </page>
                        <page name="old_versions" string="Revisions">
                            <field name="previous_version_agreements_ids" string="Previouse Versions">
                                <tree default_order='version desc'>
                                    <field name="name"/>
                                    <field name="version"/>
                                    <field name="revision"/>
                                </tree>
                            </field>
                        </page>
                        <page name="peformance" string="Performance">
                            <p>This section is a place where financial records will show the current performance of this agreement.</p>
                            <p>Perhaps include invoices with total vs costs? </p>
                        </page>
                    </notebook>
                    <group string="Administration">
                        <div>
                            <p>Reviewed by <field name="reviewed_user_id" class="oe_inline"/> on <field name="reviewed_date" class="oe_inline"/>.</p>
                            <p>Approved by <field name="approved_user_id" class="oe_inline"/> on <field name="approved_date" class="oe_inline"/>.</p>
                        </div>
                    </group>
                    <footer>
                        Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
                        |  Created By: <field name="create_uid" readonly="True"/>
                        |  Created On: <field name="create_date" readonly="True"/>
                    </footer>
                </sheet>
                <div class="oe_chatter">
                    <field name="message_follower_ids" widget="mail_followers"/>
                    <field name="message_ids" widget="mail_thread"/>
                </div>
            </form>
        </field>
    </record>

    <!-- Agreement Kanban View -->
    <record id="view_project_agreement_kanban" model="ir.ui.view">
        <field name="name">Agreement Kanban</field>
        <field name="model">agreement</field>
        <field name="arch" type="xml">
            <kanban default_group_by="stage_id">
                <field name="color"/>
                <field name="assigned_user_id"/>
                <templates>
                    <t t-name="kanban-box">
                        <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
                            <div class="oe_kanban_content">
                                <div class="o_kanban_record_top">
                                    <div class="o_kanban_record_headings">
                                        <strong class="o_kanban_record_title">
                                            <field name="name"/>
                                        </strong><br/>
                                        <div class="o_kanban_record_subtitle text-muted">
                                            <field name="partner_id" invisible="context.get('default_partner_id', False)"/>
                                            <t t-if="record.start_date.raw_value and record.start_date.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
                                            <div t-attf-class="#{red || ''}">
                                                <i><field name="start_date"/></i>
                                            </div>
                                        </div>
                                    </div>
                                    <div class="o_dropdown_kanban dropdown" groups="base.group_user">
                                        <a class="dropdown-toggle btn" data-toggle="dropdown" href="#">
                                            <span class="fa fa-ellipsis-v" aria-hidden="true"/>
                                        </a>
                                        <ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
                                            <li t-if="widget.editable"><a type="edit">Edit</a></li>
                                            <li class="divider"/>
                                            <li class="dropdown-header">Record's Colour</li>
                                            <li>
                                                <ul class="oe_kanban_colorpicker" data-field="color"/>
                                            </li>
                                        </ul>
                                    </div>
                                </div>
                                <div class="o_kanban_record_body">
                                    <field name="agreement_type_id"/> - <field name="agreement_subtype_id"/>
                                </div>
                                <div class="o_kanban_record_bottom">
                                    <div class="oe_kanban_bottom_left">
                                        V: <field name="version"/>
                                    </div>
                                    <div class="oe_kanban_bottom_right">
                                        <img t-att-src="kanban_image('res.users', 'image_small', record.assigned_user_id.raw_value)" t-att-title="record.assigned_user_id.value" width="36" height="36" class="oe_kanban_avatar"/>
                                    </div>
                                </div>
                            </div>
                            <div class="oe_clear"/>
                        </div>
                    </t>
                </templates>
            </kanban>
        </field>
    </record>

    <!-- Agreement Search View -->
    <record model="ir.ui.view" id="partner_agreement_search_view">
        <field name="name">Agreement Search</field>
        <field name="model">agreement</field>
        <field name="arch" type="xml">
            <search string="Agreement Search">
                <filter name="filter_non_template" string="Non-Templates" domain="[('active','=',True),('is_template', '=', False)]"/>
                <filter name="filter_inactive" string="Archived" domain="[('active','=',False)]"/>
                <filter name="filter_templates" string="Templates" domain="[('active','=',True),('is_template', '=', True)]"/>
                <filter name="group_partner_id" string="Partners" icon="terp-partner" context="{'group_by':'partner_id'}"/>
                <filter name="group_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
            </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_type">form</field>
        <field name="view_mode">graph,pivot</field>
    </record>

    <!-- Adding a new filter to the order line search view -->
    <record id="order_lines_search_view" model="ir.ui.view">
        <field name="name">Order Lines Search</field>
        <field name="model">sale.order.line</field>
        <field name="type">search</field>
        <field name="inherit_id" ref="sale.view_sales_order_line_filter"/>
        <field name="arch" type="xml">
            <xpath expr="/search/filter[1]" position="after">
                <filter name="filter_service_product_type" string="Service Type" domain="[('type', '=', 'service')]"/>
            </xpath>
        </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="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="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="view_mode">tree,kanban,form</field>
    </record>

</odoo>