[IMP] agreement_serviceprofile: add stage

- Add stage_type to agreement.stage
- Track stage of service profile
- Add Kanban view for service profiles to the dashboard
- Add product_id field to service profile

agreement_legal/data/agreement_stage.xml

@@ -4,46 +4,55 @@
     <record id="agreement_stage_new" model="agreement.stage">
         <field name="name">New</field>
         <field name="sequence">10</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_draft" model="agreement.stage">
         <field name="name">Draft</field>
         <field name="sequence">20</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_reviewed" model="agreement.stage">
         <field name="name">Reviewed</field>
         <field name="sequence">30</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_negotiation" model="agreement.stage">
         <field name="name">Negotiation</field>
         <field name="sequence">40</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_out" model="agreement.stage">
         <field name="name">Out for Customer Signature</field>
         <field name="sequence">50</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_internal" model="agreement.stage">
         <field name="name">Waiting Internal Signature</field>
         <field name="sequence">60</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_active" model="agreement.stage">
         <field name="name">Active</field>
         <field name="sequence">70</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_expired" model="agreement.stage">
         <field name="name">Expired</field>
         <field name="sequence">80</field>
+        <field name="stage_type">agreement</field>
     </record>
 
     <record id="agreement_stage_cancelled" model="agreement.stage">
         <field name="name">Cancelled</field>
         <field name="sequence">100</field>
         <field name="fold">True</field>
+        <field name="stage_type">agreement</field>
     </record>
 </odoo>

agreement_legal/models/agreement.py

@@ -309,7 +309,8 @@ class Agreement(models.Model):
     # Used for Kanban grouped_by view
     @api.model
     def _read_group_stage_ids(self, stages, domain, order):
-        stage_ids = self.env["agreement.stage"].search([])
+        stage_ids = self.env["agreement.stage"].search(
+            [('stage_type', '=', 'agreement')])
         return stage_ids
 
     stage_id = fields.Many2one(

agreement_legal/models/agreement_stage.py

@@ -24,5 +24,8 @@ class AgreementStage(models.Model):
     fold = fields.Boolean(
         string="Is Folded",
         required=False,
-        help="This stage is folded in the kanban view by deafault.",
+        help="This stage is folded in the kanban view by default.",
     )
+    stage_type = fields.Selection(
+        [('agreement', 'Agreement')],
+        string='Type', required=True)

agreement_legal/views/agreement.xml

@@ -36,7 +36,7 @@
                 <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'}"/>
+                    <field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}" domain="[('stage_type', '=', 'agreement')]"/>
                 </header>
                 <sheet>
                     <div class="oe_button_box" name="button_box">

agreement_legal/views/agreement_stages.xml

@@ -9,6 +9,7 @@
             <tree default_order='sequence, name'>
                 <field name="sequence" widget="handle"/>
                 <field name="name" string="Stage Name"/>
+                <field name="stage_type"/>
             </tree>
         </field>
     </record>
@@ -26,6 +27,7 @@
                     </div>
                     <group>
                         <field name="sequence"/>
+                        <field name="stage_type"/>
                         <field name="fold"/>
                     </group>
                 </sheet>

agreement_serviceprofile/__manifest__.py

@@ -13,6 +13,7 @@
     'license': 'AGPL-3',
     'depends': ['agreement_legal'],
     'data': [
+        'data/serviceprofile_stage.xml',
         'security/ir.model.access.csv',
         'views/agreement_serviceprofile.xml',
         'views/agreement.xml'

agreement_serviceprofile/data/serviceprofile_stage.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <record id="servpro_stage_draft" model="agreement.stage">
+        <field name="name">Draft</field>
+        <field name="sequence">10</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+    <record id="servpro_stage_progress" model="agreement.stage">
+        <field name="name">In Progress</field>
+        <field name="sequence">20</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+    <record id="servpro_stage_suspend" model="agreement.stage">
+        <field name="name">Suspended</field>
+        <field name="sequence">30</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+    <record id="servpro_stage_renew" model="agreement.stage">
+        <field name="name">To Renew</field>
+        <field name="sequence">40</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+    <record id="servpro_stage_close" model="agreement.stage">
+        <field name="name">Closed</field>
+        <field name="sequence">50</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+    <record id="servpro_stage_cancel" model="agreement.stage">
+        <field name="name">Cancelled</field>
+        <field name="sequence">60</field>
+        <field name="fold">True</field>
+        <field name="stage_type">serviceprofile</field>
+    </record>
+
+</odoo>

agreement_serviceprofile/models/__init__.py

@@ -1,2 +1,3 @@
 from . import agreement_serviceprofile
 from . import agreement
+from . import agreement_stage

agreement_serviceprofile/models/agreement_serviceprofile.py

@@ -2,14 +2,20 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 
-from odoo import fields, models
+from odoo import fields, models, api
 
 
 class AgreementServiceProfile(models.Model):
     _name = 'agreement.serviceprofile'
     _description = 'Agreement Service Profiles'
 
+    def _default_stage_id(self):
+        return self.env.ref('agreement_serviceprofile.servpro_stage_draft')
+
     name = fields.Char(string="Name", required=True)
+    stage_id = fields.Many2one('agreement.stage', string="Stage",
+                               default=_default_stage_id, copy=False,
+                               group_expand='_read_group_stage_ids',)
     agreement_id = fields.Many2one('agreement', string="Agreement",
                                    ondelete="cascade")
     active = fields.Boolean(string="Active",
@@ -19,3 +25,12 @@ class AgreementServiceProfile(models.Model):
                             " without removing it.")
 
     notes = fields.Text(string="Notes")
+    product_id = fields.Many2one('product.template', 'Service',
+                                 domain="[('type', '=', 'service')]")
+
+    # Used for Kanban grouped_by view
+    @api.model
+    def _read_group_stage_ids(self, stages, domain, order):
+        stage_ids = self.env["agreement.stage"].search(
+            [('stage_type', '=', 'serviceprofile')])
+        return stage_ids

agreement_serviceprofile/models/agreement_stage.py

@@ -0,0 +1,12 @@
+# Copyright (C) 2019 - TODAY, Brian McMaster
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AgreementStage(models.Model):
+    _inherit = 'agreement.stage'
+
+    stage_type = fields.Selection(
+        selection_add=[('serviceprofile', 'Service Profile')]
+    )

agreement_serviceprofile/readme/CONTRIBUTORS.rst

@@ -4,3 +4,4 @@
 * Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
 * Sandip Mangukiya <smangukiya@opensourceintegrators.com>
 * Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
+* Brian McMaster <brian@mcmpest.com>

agreement_serviceprofile/views/agreement_serviceprofile.xml

@@ -9,6 +9,7 @@
             <tree string="Service Profiles" default_order='agreement_id'>
                 <field name="name"/>
                 <field name="agreement_id"/>
+                <field name="product_id"/>
                 <field name="active" invisible="1"/>
             </tree>
         </field>
@@ -20,6 +21,12 @@
         <field name="model">agreement.serviceprofile</field>
         <field name="arch" type="xml">
             <form string="Service Profile">
+                <header>
+                    <field name="stage_id" widget="statusbar"
+                           clickable="True"
+                           options="{'fold_field': 'fold'}"
+                           domain="[('stage_type', '=', 'serviceprofile')]"/>
+                </header>
                 <sheet>
                     <div class="oe_button_box" name="button_box">
                         <button name="toggle_active" type="object"
@@ -38,7 +45,9 @@
                         <group>
                             <field name="agreement_id"/>
                         </group>
-                        <group></group>
+                        <group>
+                            <field name="product_id"/>
+                        </group>
                     </group>
                     <group string="Notes">
                             <field name="notes" nolabel="1" widget="html"/>
@@ -48,6 +57,28 @@
         </field>
     </record>
 
+    <!-- Agreement Service Profile Kanban View -->
+    <record id="agreement_serviceprofile_kanban" model="ir.ui.view">
+        <field name="name">Agreement Service Profile Kanban</field>
+        <field name="model">agreement.serviceprofile</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="stage_id">
+                <templates>
+                    <t t-name="kanban-box">
+                        <div class="oe_kanban_content">
+                            <div>
+                                <strong class="o_kanban_record_title">
+                                    <field name="name"/>
+                                </strong>
+                            </div>
+                            <div class="oe_clear"/>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
     <!-- Agreement Service Profile Search View -->
     <record id="agreement_serviceprofile_search" model="ir.ui.view">
         <field name="name">Agreement Service Profile Search</field>
@@ -68,6 +99,12 @@
         <field name="view_mode">tree,form</field>
     </record>
 
+    <record id="agreement_serviceprofile_dashboard" model="ir.actions.act_window">
+        <field name="name">Service Profiles</field>
+        <field name="res_model">agreement.serviceprofile</field>
+        <field name="view_mode">kanban,tree,form</field>
+    </record>
+
     <menuitem
             name="Service Profiles"
             id="agreement_serviceprofiles"
@@ -75,4 +112,11 @@
             sequence="50"
             action="agreement_serviceprofile_action"/>
 
+    <menuitem
+            name="Service Profiles"
+            id="dashboard_serviceprofiles"
+            parent="agreement_legal.agreement_dashboard"
+            sequence="20"
+            action="agreement_serviceprofile_dashboard"/>
+
 </odoo>