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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 = ["agreement", "mail.thread"]
# 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(string="Color") 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 (Partner)", 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") code = fields.Char( string="Reference", required=True, default=lambda self: _("New"), track_visibility="onchange", copy=False, 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", required=False, copy=True, help="The customer or vendor this agreement is related to.") 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="Partner Phone") partner_contact_email = fields.Char( related="partner_contact_id.email", string="Partner 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") use_parties_content = fields.Boolean( string="Use parties content", help="Use custom content for parties")
def _get_default_parties(self): deftext = """
<h3>Company Information</h3> <p> ${object.company_id.partner_id.name or ''}.<br> ${object.company_id.partner_id.street or ''} <br> ${object.company_id.partner_id.state_id.code or ''} ${object.company_id.partner_id.zip or ''} ${object.company_id.partner_id.city or ''}<br> ${object.company_id.partner_id.country_id.name or ''}.<br><br> Represented by <b>${object.company_contact_id.name or ''}.</b> </p> <p></p> <h3>Partner Information</h3> <p> ${object.partner_id.name or ''}.<br> ${object.partner_id.street or ''} <br> ${object.partner_id.state_id.code or ''} ${object.partner_id.zip or ''} ${object.partner_id.city or ''}<br> ${object.partner_id.country_id.name or ''}.<br><br> Represented by <b>${object.partner_contact_id.name or ''}.</b> </p> """
return deftext
parties = fields.Html( string="Parties", track_visibility="onchange", default=_get_default_parties, help="Parties of the agreement") dynamic_parties = fields.Html( compute="_compute_dynamic_parties", string="Dynamic Parties", help="Compute dynamic parties") 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") 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 (Partner)", 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") appendix_ids = fields.One2many( "agreement.appendix", "agreement_id", string="Appendices", copy=True) previous_version_agreements_ids = fields.One2many( "agreement", "parent_agreement_id", string="Previous Versions", 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_parties(self): MailTemplates = self.env["mail.template"] for agreement in self: lang = agreement.partner_id.lang or "en_US" parties = MailTemplates.with_context( lang=lang )._render_template( agreement.parties, "agreement", agreement.id ) agreement.dynamic_parties = parties
@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)
# 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", "stage_id": self.env.ref("agreement_legal.agreement_stage_new").id, } res = self.copy(default=default_vals) res.sections_ids.clauses_ids.write({'agreement_id': res.id}) 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("code", _("New")) == _("New"): vals["code"] = self.env["ir.sequence"].next_by_code( "agreement" ) or _("New") if not vals.get('stage_id'): vals["stage_id"] = \ self.env.ref("agreement_legal.agreement_stage_new").id 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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