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<?xml version="1.0" encoding="utf-8"?> <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 string="Agreements" 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_button_box" name="button_box"> </div> <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="code"/> <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 class="oe_edit_only"> <group> <field name="field_id" domain="[('model_id', '=', active_model), ('ttype', '!=', 'one2many'), ('ttype', '!=', 'many2many')]"/> <field name="sub_object_id" readonly="1"/> <field name="sub_model_object_field_id" domain="[('model_id', '=', sub_object_id), ('ttype', '!=', 'one2many'), ('ttype', '!=', 'many2many')]" attrs="{'readonly':[('sub_object_id', '=', False)], 'required':[('sub_object_id', '!=', False)]}"/> <field name="default_value"/> <field name="copyvalue"/> </group> <p> This section (on the left) allows you to add dynamic fields inside the description and special terms. <ol> <li>Select the agreement field</li> <li>Select the sub-field</li> <li>Enter the default value if the field is empty</li> <li>Copy and paste the placeholder expression in the description or the special terms</li> </ol> </p> </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="{"always_reload": 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="{"always_reload": 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" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/> <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="termination_requested"/> <field name="termination_date"/> </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> <separator string="Recitals"/> <field name="recital_ids" default_order="sequence" nolabel="1" context="{'default_agreement': active_id}"/> <separator string="Sections"/> <field name="sections_ids" default_order='sequence' nolabel="1" context="{'default_agreement': active_id}"/> <separator string="Clauses"/> <field name="clauses_ids" default_order='clause_id, sequence' nolabel="1" context="{'default_agreement': active_id}"/> <separator string="Appendices"/> <field name="appendix_ids" default_order='sequence' nolabel="1" context="{'default_agreement': active_id}"/> </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"> <field name="line_ids" nolabel="1"> <tree editable="top"> <field name="product_id"/> <field name="name"/> <field name="qty"/> <field name="uom_id" groups="uom.group_uom"/> </tree> </field> </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="performance" 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.end_date.raw_value and record.end_date.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t> <div t-attf-class="#{red || ''}"> <i><field name="end_date"/></i> </div> </div> </div> <div class="o_dropdown_kanban dropdown" groups="base.group_user"> <a role="button" 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" alt="user & picture"/> </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"> <field name="name"/> <field name="partner_id"/> <field name="agreement_type_id"/> <field name="agreement_subtype_id"/> <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>
<!-- 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="context">[('is_template', '=', True)]</field> --> <field name="view_mode">tree,kanban,form</field> </record>
</odoo>
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