diff --git a/agreement_sale/README.rst b/agreement_sale/README.rst new file mode 100644 index 00000000..4509bf13 --- /dev/null +++ b/agreement_sale/README.rst @@ -0,0 +1,130 @@ +========== +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 `_. +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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Pavlov Media +* Open Source Integrators + +Contributors +~~~~~~~~~~~~ + +* Patrick Wilson +* Bhavesh Odedra +* Wolfgang Hall +* Maxime Chambreuil +* Sandip Mangukiya + +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 `__: + +|maintainer-max3903| + +This module is part of the `OCA/contract `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/agreement_sale/__init__.py b/agreement_sale/__init__.py new file mode 100644 index 00000000..7fab5e1c --- /dev/null +++ b/agreement_sale/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). + +from . import models diff --git a/agreement_sale/__manifest__.py b/agreement_sale/__manifest__.py new file mode 100644 index 00000000..bb7b0ac2 --- /dev/null +++ b/agreement_sale/__manifest__.py @@ -0,0 +1,26 @@ +# Copyright (C) 2018 - TODAY, Open Source Integrators +# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). + +{ + 'name': 'Agreement - Sale', + 'summary': 'Create an agreement when the sales order is confirmed', + 'version': '11.0.0.0.1', + 'license': 'AGPL-3', + 'author': 'Open Source Integrators, Odoo Community Association (OCA)', + 'category': 'Agreement', + 'website': 'https://github.com/OCA/contract', + 'depends': [ + 'agreement', + 'sale', + ], + 'data': [ + 'views/agreement.xml', + 'views/sale_order.xml' + ], + 'installable': True, + 'development_status': 'Beta', + 'maintainers': [ + 'osi-scampbell', + 'max3903', + ], +} diff --git a/agreement_sale/models/__init__.py b/agreement_sale/models/__init__.py new file mode 100644 index 00000000..87270557 --- /dev/null +++ b/agreement_sale/models/__init__.py @@ -0,0 +1,6 @@ +# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). + +from . import ( + sale_order, + agreement, +) diff --git a/agreement_sale/models/agreement.py b/agreement_sale/models/agreement.py new file mode 100644 index 00000000..157fc158 --- /dev/null +++ b/agreement_sale/models/agreement.py @@ -0,0 +1,10 @@ +# Copyright (C) 2018 - TODAY, Open Source Integrators +# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). + +from odoo import fields, models + + +class Agreement(models.Model): + _inherit = 'agreement' + + sale_id = fields.Many2one('sale.order', string='Sales Order') diff --git a/agreement_sale/models/sale_order.py b/agreement_sale/models/sale_order.py new file mode 100644 index 00000000..e0ae0706 --- /dev/null +++ b/agreement_sale/models/sale_order.py @@ -0,0 +1,49 @@ +# Copyright (C) 2018 - TODAY, Open Source Integrators +# License AGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). + +from odoo import api, fields, models + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + agreement_template_id = fields.Many2one( + 'agreement', + string="Agreement Template", + domain="[('is_template', '=', True)]") + agreement_id = fields.Many2one('agreement', string="Agreement") + + @api.multi + def _action_confirm(self): + res = super(SaleOrder, self)._action_confirm() + for order in self: + if order.agreement_template_id: + order.agreement_id = order.agreement_template_id.copy(default={ + 'name': order.name, + 'is_template': False, + 'sale_id': order.id, + 'partner_id': order.partner_id.id, + 'analytic_account_id': + order.analytic_account_id and + order.analytic_account_id.id or False, + }) + for line in self.order_line: + # Create agreement line + self.env['agreement.line'].create({ + 'product_id': line.product_id.id, + 'name': line.name, + 'agreement_id': order.agreement_id.id, + 'qty': line.product_uom_qty, + 'sale_line_id': line.id, + 'uom_id': line.product_uom.id + }) + # If the product sold has a BOM, create a service profile + bom = self.env['mrp.bom'].search( + [('product_tmpl_id', '=', + line.product_id.product_tmpl_id.id)]) + if bom: + self.env['agreement.serviceprofile'].create({ + 'name': line.name, + 'agreement_id': order.agreement_id.id, + }) + return res diff --git a/agreement_sale/readme/CONFIGURE.rst b/agreement_sale/readme/CONFIGURE.rst new file mode 100644 index 00000000..3871fc34 --- /dev/null +++ b/agreement_sale/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 diff --git a/agreement_sale/readme/CONTRIBUTORS.rst b/agreement_sale/readme/CONTRIBUTORS.rst new file mode 100644 index 00000000..db3894ee --- /dev/null +++ b/agreement_sale/readme/CONTRIBUTORS.rst @@ -0,0 +1,2 @@ +* Steven Campbell +* Maxime Chambreuil diff --git a/agreement_sale/readme/CREDITS.rst b/agreement_sale/readme/CREDITS.rst new file mode 100644 index 00000000..0543afe7 --- /dev/null +++ b/agreement_sale/readme/CREDITS.rst @@ -0,0 +1,4 @@ +The development of this module has been financially supported by: + +* Pavlov Media +* Open Source Integrators diff --git a/agreement_sale/readme/DESCRIPTION.rst b/agreement_sale/readme/DESCRIPTION.rst new file mode 100644 index 00000000..642b7de2 --- /dev/null +++ b/agreement_sale/readme/DESCRIPTION.rst @@ -0,0 +1,5 @@ +Odoo Sales App does not support the management of legal content for agreements +and contracts. It's also not integrated with the Agreement App. + +This module is for companies that needs their customer to sign an agreement +with all the legal information based on the selected agreement template. diff --git a/agreement_sale/readme/ROADMAP.rst b/agreement_sale/readme/ROADMAP.rst new file mode 100644 index 00000000..294d0acd --- /dev/null +++ b/agreement_sale/readme/ROADMAP.rst @@ -0,0 +1 @@ +The roadmap is documented on https://github.com/OCA/contract/issues. \ No newline at end of file diff --git a/agreement_sale/readme/USAGE.rst b/agreement_sale/readme/USAGE.rst new file mode 100644 index 00000000..259af0b9 --- /dev/null +++ b/agreement_sale/readme/USAGE.rst @@ -0,0 +1,14 @@ +To use this module: + +* Go to Sales +* Create or select a quotation +* Set the agreement template and add some products +* Confirm the quotation. An agreement is created and linked to the sales order: + + * the agreement template is copied into an agreement with a copy of the + sections, clauses, recitals and appendices + * all the sales order lines are added as agreement lines + * the products on the SO with BOM are added as service profile on the agreement + * the customer information is set from the sales order + * the eventual analytic account linked to the sales order is set on the agreement + * the agreement is linked to the sales order and vice versa diff --git a/agreement_sale/static/description/icon.png b/agreement_sale/static/description/icon.png new file mode 100644 index 00000000..23ce9313 Binary files /dev/null and b/agreement_sale/static/description/icon.png differ diff --git a/agreement_sale/views/agreement.xml b/agreement_sale/views/agreement.xml new file mode 100644 index 00000000..d7a45551 --- /dev/null +++ b/agreement_sale/views/agreement.xml @@ -0,0 +1,25 @@ + + + + + + + agreement.form.view + agreement + + + + + + + + + + + + + + + + diff --git a/agreement_sale/views/sale_order.xml b/agreement_sale/views/sale_order.xml new file mode 100644 index 00000000..f598f3b3 --- /dev/null +++ b/agreement_sale/views/sale_order.xml @@ -0,0 +1,23 @@ + + + + + + + sale.order.agreement.form.view + sale.order + + + + + + + + + + + +