[ADD] agreement_maintenance

6 years ago · 0a9bdc0d76
18 changed files with 381 additions and 0 deletions
--- a/agreement_maintenance/README.rst
+++ b/agreement_maintenance/README.rst
@ -0,0 +1,129 @@
 ==========
 Agreements
 ==========
 .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
 .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
    :target: https://github.com/OCA/contract/tree/11.0/agreement
    :alt: OCA/contract
 .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement
    :alt: Translate me on Weblate
 .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/110/11.0
    :alt: Try me on Runbot
 |badge1| |badge2| |badge3| |badge4| |badge5| 
 This module allows you to manage agreements, letter of intent and contract content.
 The module is meant to be used by the legal team of a company and to allow them
 to define sections, clauses and templates with their respective content that can
 be dynamic.
 Based on the template, an agreement can be created and the pdf document generated.
 The agreement would go through a workflow to finally become a contract with the
 customer signature.
 **Table of contents**
 .. contents::
   :local:
 Configuration
 =============
 To configure this module:
 * Go to Agreement > Configuration > Templates
 * Create a new template with sections and clauses and their respective content
 * Go to Agreement > Configuration > Stages
 * Create and reorder stages to match your process
 Usage
 =====
 To use this module:
 * Go to Agreement > Agrements
 * Create a new agreement
 * Select a template
 * Follow the process to get the required approval
 * Send the invitation to the customer to review and sign the agreement
 Known issues / Roadmap
 ======================
 * Split the module to remove the dependencies on sale and account and provide
  the same feature in extra modules (agreement_sale, agreement_account,
  agreement_purchase)
 Bug Tracker
 ===========
 Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
 In case of trouble, please check there if your issue has already been reported.
 If you spotted it first, help us smashing it by providing a detailed and welcomed
 `feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
 Do not contact contributors directly about support or help with technical issues.
 Credits
 =======
 Authors
 ~~~~~~~
 * Pavlov Media
 * Open Source Integrators
 Contributors
 ~~~~~~~~~~~~
 * Patrick Wilson <pwilson@pavlovmedia.com>
 * Bhavesh Odedra <bodedra@opensourceintegrators.com>
 * Wolfgang Hall <whall@opensourceintegrators.com>
 * Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
 Other credits
 ~~~~~~~~~~~~~
 The development of this module has been financially supported by:
 * Pavlov Media
 * Open Source Integrators
 Maintainers
 ~~~~~~~~~~~
 This module is maintained by the OCA.
 .. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org
 OCA, or the Odoo Community Association, is a nonprofit organization whose
 mission is to support the collaborative development of Odoo features and
 promote its widespread use.
 .. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
    :target: https://github.com/max3903
    :alt: max3903
 Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
 |maintainer-max3903| 
 This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub.
 You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
--- a/agreement_maintenance/init.py
+++ b/agreement_maintenance/init.py
@ -0,0 +1,4 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from . import models
--- a/agreement_maintenance/manifest.py
+++ b/agreement_maintenance/manifest.py
@ -0,0 +1,29 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 {
    'name': 'Maintenance Agreements',
    'summary': 'Manage maintenance agreements and contracts',
    'author': 'Pavlov Media, '
              'Open Source Integrators, '
              'Odoo Community Association (OCA)',
    'website': 'https://github.com/OCA/contract',
    'category': 'Partner',
    'license': 'AGPL-3',
    'version': '11.0.0.0.1',
    'depends': [
        'agreement',
        'maintenance',
        'fieldservice',
    ],
    'data': [
        'security/ir.model.access.csv',
        'views/agreement.xml',
        'views/agreement_serviceprofile.xml',
        'views/product.xml',
        'views/menu.xml',
    ],
    'application': False,
    'development_status': 'Beta',
    'maintainers': ['max3903'],
 }
--- a/agreement_maintenance/models/init.py
+++ b/agreement_maintenance/models/init.py
@ -0,0 +1,7 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from . import (
    agreement,
    product_template,
    agreement_serviceprofile,
 )
--- a/agreement_maintenance/models/agreement.py
+++ b/agreement_maintenance/models/agreement.py
@ -0,0 +1,15 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from odoo import fields, models
 class Agreement(models.Model):
    _inherit = 'agreement'
    serviceprofile_ids = fields.One2many(
        'agreement.serviceprofile',
        'agreement_id',
        string="Service Profile",
        copy=True
    )
--- a/agreement_maintenance/models/agreement_serviceprofile.py
+++ b/agreement_maintenance/models/agreement_serviceprofile.py
@ -0,0 +1,40 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from odoo import fields, models
 PROFILE_TYPE = [
    ('equipment', 'Equipment'),
    ('product', 'Product')
 ]
 class AgreementServiceProfile(models.Model):
    _name = 'agreement.serviceprofile'
    name = fields.Char(string="Name", required=True)
    profile_type = fields.Selection(
        PROFILE_TYPE,
        string="Profile Type")
    description = fields.Text(string="Description")
    equipment_id = fields.Many2one(
        'maintenance.equipment',
        string="Equipment")
    product_id = fields.Many2one(
        'product.product',
        string="Product",
        domain=[('serviceprofile_ok', '=', True)])
    equipment_category_id = fields.Many2one(
        'maintenance.equipment.category',
        related='equipment_id.category_id',
        string="Equipment Category",
        readonly=1)
    agreement_id = fields.Many2one(
        'agreement',
        string="Agreement",
        ondelete="cascade",
        required=True)
    fsm_location_id = fields.Many2one(
        'fsm.location',
        string="Service Location")
--- a/agreement_maintenance/models/product_template.py
+++ b/agreement_maintenance/models/product_template.py
@ -0,0 +1,14 @@
 # Copyright (C) 2018 - TODAY, Pavlov Media
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 from odoo import models, fields
 class Product(models.Model):
    _inherit = 'product.template'
    serviceprofile_ok = fields.Boolean(
        string='Include on Service Profile',
        default=False,
        help="Specify if the product can be selected in a service profile line"
    )
--- a/agreement_maintenance/readme/CONFIGURE.rst
+++ b/agreement_maintenance/readme/CONFIGURE.rst
@ -0,0 +1,6 @@
 To configure this module:
 * Go to Agreement > Configuration > Templates
 * Create a new template with sections and clauses and their respective content
 * Go to Agreement > Configuration > Stages
 * Create and reorder stages to match your process
--- a/agreement_maintenance/readme/CONTRIBUTORS.rst
+++ b/agreement_maintenance/readme/CONTRIBUTORS.rst
@ -0,0 +1,4 @@
 * Patrick Wilson <pwilson@pavlovmedia.com>
 * Bhavesh Odedra <bodedra@opensourceintegrators.com>
 * Wolfgang Hall <whall@opensourceintegrators.com>
 * Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
--- a/agreement_maintenance/readme/CREDITS.rst
+++ b/agreement_maintenance/readme/CREDITS.rst
@ -0,0 +1,4 @@
 The development of this module has been financially supported by:
 * Pavlov Media
 * Open Source Integrators
--- a/agreement_maintenance/readme/DESCRIPTION.rst
+++ b/agreement_maintenance/readme/DESCRIPTION.rst
@ -0,0 +1 @@
 This module allows you to manage maintenance agreements and contracts.
--- a/agreement_maintenance/readme/USAGE.rst
+++ b/agreement_maintenance/readme/USAGE.rst
@ -0,0 +1,7 @@
 To use this module:
 * Go to Agreement > Agrements
 * Create a new agreement
 * Select a template
 * Follow the process to get the required approval
 * Send the invitation to the customer to review and sign the agreement
--- a/agreement_maintenance/security/ir.model.access.csv
+++ b/agreement_maintenance/security/ir.model.access.csv
@ -0,0 +1,3 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_agreement_serviceprofile_allusers,serviceprofile all users,model_agreement_serviceprofile,agreement.group_agreement_user,1,0,0,0
 access_agreement_serviceprofile_manager,serviceprofile manager,model_agreement_serviceprofile,agreement.group_agreement_manager,1,1,1,1
--- a/agreement_maintenance/static/description/icon.png
+++ b/agreement_maintenance/static/description/icon.png
--- a/agreement_maintenance/views/agreement.xml
+++ b/agreement_maintenance/views/agreement.xml
@ -0,0 +1,27 @@
 <?xml version="1.0"?>
 <odoo>
    <!-- Agreement Form View -->
    <record model="ir.ui.view" id="agreement_form_view">
        <field name="name">Agreement Form</field>
        <field name="model">agreement</field>
        <field name="inherit_id" ref="agreement.partner_agreement_form_view"/>
        <field name="arch" type="xml">
            <xpath expr="//notebook/page[@name='products']/group"
                   position="after">
                <group string="Service Profiles">
                    <field name="serviceprofile_ids" nolabel="1">
                        <tree>
                            <field name="name"/>
                            <field name="profile_type"/>
                            <field name="equipment_id"/>
                            <field name="product_id"/>
                            <field name="fsm_location_id"/>
                        </tree>
                    </field>
                </group>
            </xpath>
        </field>
    </record>
 </odoo>
--- a/agreement_maintenance/views/agreement_serviceprofile.xml
+++ b/agreement_maintenance/views/agreement_serviceprofile.xml
@ -0,0 +1,63 @@
 <?xml version="1.0"?>
 <odoo>
    <!-- Agreement Service Profile List View-->
    <record model="ir.ui.view" id="agreement_serviceprofile_list_view">
        <field name="name">Agreement Service Profile List</field>
        <field name="model">agreement.serviceprofile</field>
        <field name="arch" type="xml">
            <tree string="Service Profiles"
                  create="false" edit="false">
                <field name="name"/>
                <field name="profile_type"/>
                <field name="equipment_id"/>
                <field name="product_id"/>
                <field name="fsm_location_id"/>
                <field name="agreement_id"/>
            </tree>
        </field>
    </record>
    <!-- Agreement Service Profile Form View -->
    <record model="ir.ui.view" id="agreement_serviceprofile_form_view">
        <field name="name">Agreement Service Profile Form</field>
        <field name="model">agreement.serviceprofile</field>
        <field name="arch" type="xml">
            <form string="Service Profile"
                  create="false" edit="false">
                <sheet>
                    <div class="oe_title">
                        <h1>
                            <field name="name" placeholder="Name"/>
                        </h1>
                    </div>
                    <group>
                        <group>
                            <field name="profile_type"/>
                            <field name="equipment_id"
                                   attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
                            <field name="equipment_category_id"
                                   attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
                            <field name="product_id"
                                   attrs="{'invisible': [('profile_type', '!=', 'product')]}"/>
                        </group>
                        <group>
                            <field name="fsm_location_id"/>
                        </group>
                    </group>
                    <group string="Description">
                        <field name="description" nolabel="1"/>
                    </group>
                </sheet>
            </form>
        </field>
    </record>
    <!-- Actions opening views on models -->
    <record model="ir.actions.act_window" id="agreement_action_serviceprofile">
        <field name="name">Agreement Service Profile</field>
        <field name="res_model">agreement.serviceprofile</field>
        <field name="view_mode">tree,form</field>
    </record>
 </odoo>
--- a/agreement_maintenance/views/menu.xml
+++ b/agreement_maintenance/views/menu.xml
@ -0,0 +1,11 @@
 <?xml version="1.0"?>
 <odoo>
    <!-- Master Data -->
    <menuitem name="Service Profiles"
              id="agreement_service_profiles"
              sequence="30"
              parent="agreement.agreement_masterdata"
              action="agreement_action_serviceprofile"/>
 </odoo>
--- a/agreement_maintenance/views/product.xml
+++ b/agreement_maintenance/views/product.xml
@ -0,0 +1,17 @@
 <?xml version="1.0"?>
 <odoo>
    <record model="ir.ui.view" id="product_template_serviceprofile_form_view">
        <field name="name">product.template.common.serviceprofile.ok.form</field>
        <field name="model">product.template</field>
        <field name="inherit_id" ref="product.product_template_form_view"/>
        <field name="arch" type="xml">
            <div name="options" position="inside">
                <div>
                    <field name="serviceprofile_ok"/>
                    <label for="serviceprofile_ok"/>
                </div>
            </div>
        </field>
    </record>
 </odoo>