contract/agreement/models/partner_agreement.py

from odoo import models, fields, api

#Main Agreement Records Model
class Agreement(models.Model):
     _name = 'partner_agreement.agreement'
     _inherit = ['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, help="The versions are used to keep track of document history and previous versions can be referenced.", copy=False)
     revision = fields.Integer(string="Revision", default=0, help="The revision will increase with every save event.", copy=False)
     description = fields.Text(string="Description", help="Description of the agreement", track_visibility='onchange')
     start_date = fields.Date(string="Start Date", help="When the agreement starts.", track_visibility='onchange')
     end_date = fields.Date(string="End Date", help="When the agreement ends.", track_visibility='onchange')
     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="Company Signed Date", help="Date the contract was signed by Company.", track_visibility='onchange')
     customer_signed_date = fields.Date(string="Customer Signed Date", help="Date the contract was signed by Customer.", track_visibility='onchange')
     customer_term = fields.Integer(string="Customer Term (Months)", help="Number of months this agreement/contract is in effect with customer.", track_visibility='onchange')
     vendor_term = fields.Integer(string="Vendor Term (Months)", help="Number of months this agreement/contract is in effect with vendor.", track_visibility='onchange')
     expiration_notice = fields.Integer(string="Exp. Notice (Days)", help="Number of Days before expiration to be notified.", track_visibility='onchange')
     change_notice = fields.Integer(string="Change Notice (Days)", help="Number of Days to be notified before changes.", track_visibility='onchange')
     special_terms = fields.Text(string="Special Terms", help="Any terms that you have agreed to and want to track on the agreement/contract.", track_visibility='onchange')
     contract_value = fields.Monetary(compute='_compute_contract_value', string="Contract Value", help="Total value of the contract over ther entire term.", store=True)
     contract_id = fields.Char(string="ID", help="ID used for internal contract tracking.", track_visibility='onchange')
     total_company_mrc = fields.Monetary('Company MRC', currency_field='currency_id', help="Total company monthly recurring costs.")#, compute='_compute_company_mrc')
     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 = fields.Many2one('partner_agreement.increasetype', string="Increase Type", help="The amount that certain rates may increase.", track_visibility='onchange')
     termination_requested = fields.Date(string="Termination Requested Date", help="Date that a request for termination was received.", track_visibility='onchange')
     termination_date = fields.Date(string="Termination Date", help="Date that the contract was terminated.", track_visibility='onchange')
     customer_address = fields.Char(related='customer.contact_address', string="Address")
     customer_street = fields.Char(related='customer.street', string="Street")
     customer_street2 = fields.Char(related='customer.street2', string="Street 2")
     customer_city = fields.Char(related='customer.city', string="City")
     customer_state = fields.Many2one(related='customer.state_id', string="State")
     customer_zip = fields.Char(related='customer.zip', string="Zip")
     vendor_address = fields.Char(related='vendor.contact_address', string="Address")
     vendor_street = fields.Char(related='vendor.street', string="Street")
     vendor_street2 = fields.Char(related='vendor.street2', string="Street 2")
     vendor_city = fields.Char(related='vendor.city', string="City")
     vendor_state = fields.Many2one(related='vendor.state_id', string="State")
     vendor_zip = fields.Char(related='vendor.zip', string="Zip")
     reviewed_date = fields.Date(string="Reviewed Date", track_visibility='onchange')
     reviewed_by = fields.Many2one('res.users', string="Reviewed By", track_visibility='onchange')
     approved_date = fields.Date(string="Approved Date", track_visibility='onchange')
     approved_by = fields.Many2one('res.users', string="Approved By", track_visibility='onchange')

     currency_id = fields.Many2one('res.currency', string='Currency')
     customer = fields.Many2one('res.partner', string="Customer", copy=True, help="The customer this agreement is related to (If Applicable).")
     vendor = fields.Many2one('res.partner', string="Vendor", copy=True, help="The vendor this agreement is related to (If Applicable).")
     customer_contact = fields.Many2one('res.partner', string="Customer Contact", copy=True, help="The primary customer contact (If Applicable).")
     customer_contact_phone = fields.Char(related='customer_contact.phone', string="Phone")
     customer_contact_email = fields.Char(related='customer_contact.email', string="Email")

     vendor_contact = fields.Many2one('res.partner', string="Vendor Contact", copy=True, help="The primary vendor contact (If Applicable).")
     vendor_contact_phone = fields.Char(related='vendor_contact.phone', string="Phone")
     vendor_contact_email = fields.Char(related='vendor_contact.email', string="Email")
     type = fields.Many2one('partner_agreement.type', string="Agreement Type", help="Select the type of agreement.", track_visibility='onchange')
     subtype = fields.Many2one('partner_agreement.subtype', string="Agreement Sub-type", help="Select the sub-type of this agreement. Sub-Types are related to agreement types.", track_visibility='onchange')
     sale_order = fields.Many2one('sale.order', string="Sales Order", help="Select the Sales Order that this agreement is related to.", copy=False, track_visibility='onchange')
     payment_term = fields.Many2one('account.payment.term', string="Payment Term", help="Terms of payments.", track_visibility='onchange')
     assigned_to = fields.Many2one('res.users', string="Assigned To", help="Select the user who manages this agreement.", track_visibility='onchange')
     company_signed_by = fields.Many2one('res.users', string="Company Signed By", help="The user at our company who authorized/signed the agreement or contract.", track_visibility='onchange')
     customer_signed_by = fields.Many2one('res.partner', string="Customer Signed By", help="Contact on the account that signed the agreement/contract.", track_visibility='onchange')
     parent_agreement = fields.Many2one('partner_agreement.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 = fields.Many2one('partner_agreement.renewaltype', string="Renewal Type", help="Describes what happens after the contract expires.", track_visibility='onchange')

     order_lines_services = fields.One2many(related='sale_order.order_line', string="Service Order Lines", copy=False)
#     order_lines_nonservices = fields.One2many(related='sale_order.order_line', string="Non Service Order Lines", copy=False, store=False)
     sections = fields.One2many('partner_agreement.section', 'agreement', string="Sections", copy=True)
     clauses = fields.One2many('partner_agreement.clause', 'agreement', string="Clauses", copy=True)
     previous_version_agreements = fields.One2many('partner_agreement.agreement', 'parent_agreement', string="Child Agreements", copy=False, domain=[('active', '=', False)])
     child_agreements = fields.One2many('partner_agreement.agreement', 'parent_agreement', string="Child Agreements", copy=False, domain=[('active', '=', True)])
     products = fields.Many2many('product.template', string="Products", copy=False)
     state = fields.Selection([('draft', 'Draft'),('active', 'Active'),('inactive', 'Inactive')], default='draft', track_visibility='always')
     notification_address = 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 contract_value field
     @api.depends('total_customer_mrc','total_customer_nrc','customer_term')
     def _compute_contract_value (self):
         for record in self:
           record.contract_value = (record.total_customer_mrc * record.customer_term) + record.total_customer_nrc

     #compute total_company_mrc field
     #@api.multi
     @api.depends('order_lines_services','sale_order')
     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['partner_agreement.stage'].search([])
         return stage_ids

     stage = fields.Many2one('partner_agreement.stage', string="Stage", group_expand='_read_group_stage_ids', help="Select the current stage of the agreement.")

     #Create New Version Button
     @api.multi
     def create_new_version(self, vals):
         self.write({'state': 'draft'}) #Make sure status is draft
         self.copy(default={'name': self.name + ' - OLD VERSION', 'active': False, 'parent_agreement': self.id}) #Make a current copy and mark it as old
         self.write({'version': self.version + 1}) #Increment the Version
         #Reset revision to 0 since it's a new version
         vals['revision'] = 0
         return super(Agreement, self).write(vals)

     def create_new_agreement(self):
         res = self.copy(default={'name': 'NEW', 'active': True, 'version': 1, 'revision': 0, 'state': 'draft', 'start_date': "", 'end_date':""})
         return {'res_model': 'partner_agreement.agreement', 'type': 'ir.actions.act_window', 'view_mode': 'form', 'view_type': 'form', 'res_id': res.id}

     #Increments the revision on each save action
     def write(self, vals):
         vals['revision'] = self.revision + 1
         return super(Agreement, self).write(vals)