Bhavesh Odedra
6 years ago
committed by
Maxime Chambreuil
28 changed files with 421 additions and 21 deletions
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5agreement/models/res_config_settings.py
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2agreement/readme/CONTRIBUTORS.rst
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2agreement/readme/CREDITS.rst
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2agreement/readme/USAGE.rst
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16agreement/security/ir.model.access.csv
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2agreement/views/agreement.xml
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15agreement/views/menu.xml
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2agreement/views/reports.xml
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14agreement/views/res_config_settings.xml
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129agreement_maintenance/README.rst
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4agreement_maintenance/__init__.py
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29agreement_maintenance/__manifest__.py
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7agreement_maintenance/models/__init__.py
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15agreement_maintenance/models/agreement.py
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40agreement_maintenance/models/agreement_serviceprofile.py
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14agreement_maintenance/models/product_template.py
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6agreement_maintenance/readme/CONFIGURE.rst
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4agreement_maintenance/readme/CONTRIBUTORS.rst
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4agreement_maintenance/readme/CREDITS.rst
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1agreement_maintenance/readme/DESCRIPTION.rst
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7agreement_maintenance/readme/USAGE.rst
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3agreement_maintenance/security/ir.model.access.csv
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BINagreement_maintenance/static/description/icon.png
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27agreement_maintenance/views/agreement.xml
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63agreement_maintenance/views/agreement_serviceprofile.xml
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11agreement_maintenance/views/menu.xml
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17agreement_maintenance/views/product.xml
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1oca_dependencies.txt
@ -1,8 +1,11 @@ |
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# Copyright (C) 2018 - TODAY, Open Source Integrators |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from odoo import models |
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from odoo import fields, models |
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|
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|
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class ResConfigSettings(models.TransientModel): |
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_inherit = 'res.config.settings' |
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|
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module_agreement_maintenance = fields.Boolean( |
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string='Manage maintenance agreements and contracts') |
@ -1,4 +1,4 @@ |
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* Patrick Wilson <pwilson@pavlovmedia.com> |
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* Bhavesh Odedra <bodedra@opensourceintegrators.com> |
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* Wolfgang Hall <whall@opensourceintegrators.com> |
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com> |
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com> |
@ -1,4 +1,4 @@ |
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The development of this module has been financially supported by: |
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|
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* Pavlov Media |
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* Open Source Integrators |
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* Open Source Integrators |
@ -1,17 +1,17 @@ |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink |
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access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_user,1,1,1,0 |
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access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_manager,agreement manager,model_agreement,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_user,1,1,1,0 |
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access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_section_manager,section manager,model_agreement_section,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_user,1,1,1,0 |
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access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_clause_manager,clause manager,model_agreement_clause,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_stage_manager,stage manager,model_agreement_stage,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_type_manager,type manager,model_agreement_type,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_subtype_manager,subtype manager,model_agreement_subtype,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_renewaltype_manager,renewaltype manager,model_agreement_renewaltype,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_manager,1,1,1,1 |
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access_agreement_increasetype_manager,increasetype manager,model_agreement_increasetype,agreement.group_agreement_manager,1,1,1,1 |
@ -0,0 +1,129 @@ |
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========== |
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Agreements |
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========== |
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|
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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|
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Beta |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github |
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:target: https://github.com/OCA/contract/tree/11.0/agreement |
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:alt: OCA/contract |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/110/11.0 |
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:alt: Try me on Runbot |
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|
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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|
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This module allows you to manage agreements, letter of intent and contract content. |
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The module is meant to be used by the legal team of a company and to allow them |
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to define sections, clauses and templates with their respective content that can |
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be dynamic. |
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|
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Based on the template, an agreement can be created and the pdf document generated. |
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|
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The agreement would go through a workflow to finally become a contract with the |
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customer signature. |
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|
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**Table of contents** |
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|
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.. contents:: |
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:local: |
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|
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Configuration |
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============= |
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|
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To configure this module: |
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|
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* Go to Agreement > Configuration > Templates |
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* Create a new template with sections and clauses and their respective content |
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* Go to Agreement > Configuration > Stages |
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* Create and reorder stages to match your process |
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|
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Usage |
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===== |
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|
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To use this module: |
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|
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* Go to Agreement > Agrements |
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* Create a new agreement |
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* Select a template |
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* Follow the process to get the required approval |
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* Send the invitation to the customer to review and sign the agreement |
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|
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Known issues / Roadmap |
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====================== |
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|
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* Split the module to remove the dependencies on sale and account and provide |
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the same feature in extra modules (agreement_sale, agreement_account, |
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agreement_purchase) |
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|
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Bug Tracker |
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=========== |
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|
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`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**>`_. |
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|
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Do not contact contributors directly about support or help with technical issues. |
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|
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Credits |
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======= |
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|
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Authors |
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~~~~~~~ |
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|
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* Pavlov Media |
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* Open Source Integrators |
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|
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Contributors |
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~~~~~~~~~~~~ |
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|
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* Patrick Wilson <pwilson@pavlovmedia.com> |
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* Bhavesh Odedra <bodedra@opensourceintegrators.com> |
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* Wolfgang Hall <whall@opensourceintegrators.com> |
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com> |
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|
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Other credits |
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~~~~~~~~~~~~~ |
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|
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The development of this module has been financially supported by: |
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|
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* Pavlov Media |
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* Open Source Integrators |
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|
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Maintainers |
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~~~~~~~~~~~ |
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|
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This module is maintained by the OCA. |
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|
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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|
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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|
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px |
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:target: https://github.com/max3903 |
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:alt: max3903 |
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|
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
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|
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|maintainer-max3903| |
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|
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub. |
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|
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
@ -0,0 +1,4 @@ |
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# Copyright (C) 2018 - TODAY, Pavlov Media |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from . import models |
@ -0,0 +1,29 @@ |
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# Copyright (C) 2018 - TODAY, Pavlov Media |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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{ |
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'name': 'Maintenance Agreements', |
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'summary': 'Manage maintenance agreements and contracts', |
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'author': 'Pavlov Media, ' |
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'Open Source Integrators, ' |
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'Odoo Community Association (OCA)', |
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'website': 'https://github.com/OCA/contract', |
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'category': 'Partner', |
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'license': 'AGPL-3', |
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'version': '11.0.0.0.1', |
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'depends': [ |
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'agreement', |
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'maintenance', |
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'fieldservice', |
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], |
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'data': [ |
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'security/ir.model.access.csv', |
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'views/agreement.xml', |
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'views/agreement_serviceprofile.xml', |
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'views/product.xml', |
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'views/menu.xml', |
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], |
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'application': False, |
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'development_status': 'Beta', |
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'maintainers': ['max3903'], |
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} |
@ -0,0 +1,7 @@ |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from . import ( |
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agreement, |
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product_template, |
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agreement_serviceprofile, |
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) |
@ -0,0 +1,15 @@ |
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# Copyright (C) 2018 - TODAY, Pavlov Media |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from odoo import fields, models |
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|
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|
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class Agreement(models.Model): |
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_inherit = 'agreement' |
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|
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serviceprofile_ids = fields.One2many( |
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'agreement.serviceprofile', |
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'agreement_id', |
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string="Service Profile", |
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copy=True |
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) |
@ -0,0 +1,40 @@ |
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# Copyright (C) 2018 - TODAY, Pavlov Media |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from odoo import fields, models |
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|
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|
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PROFILE_TYPE = [ |
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('equipment', 'Equipment'), |
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('product', 'Product') |
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] |
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|
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|
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class AgreementServiceProfile(models.Model): |
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_name = 'agreement.serviceprofile' |
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|
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name = fields.Char(string="Name", required=True) |
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profile_type = fields.Selection( |
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PROFILE_TYPE, |
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string="Profile Type") |
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description = fields.Text(string="Description") |
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equipment_id = fields.Many2one( |
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'maintenance.equipment', |
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string="Equipment") |
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product_id = fields.Many2one( |
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'product.product', |
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string="Product", |
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domain=[('serviceprofile_ok', '=', True)]) |
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equipment_category_id = fields.Many2one( |
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'maintenance.equipment.category', |
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related='equipment_id.category_id', |
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string="Equipment Category", |
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readonly=1) |
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agreement_id = fields.Many2one( |
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'agreement', |
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string="Agreement", |
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ondelete="cascade", |
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required=True) |
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fsm_location_id = fields.Many2one( |
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'fsm.location', |
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string="Service Location") |
@ -0,0 +1,14 @@ |
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# Copyright (C) 2018 - TODAY, Pavlov Media |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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|
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from odoo import models, fields |
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|
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|
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class Product(models.Model): |
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_inherit = 'product.template' |
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|
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serviceprofile_ok = fields.Boolean( |
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string='Include on Service Profile', |
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default=False, |
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help="Specify if the product can be selected in a service profile line" |
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) |
@ -0,0 +1,6 @@ |
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To configure this module: |
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|
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* Go to Agreement > Configuration > Templates |
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* Create a new template with sections and clauses and their respective content |
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* Go to Agreement > Configuration > Stages |
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* Create and reorder stages to match your process |
@ -0,0 +1,4 @@ |
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* Patrick Wilson <pwilson@pavlovmedia.com> |
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* Bhavesh Odedra <bodedra@opensourceintegrators.com> |
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* Wolfgang Hall <whall@opensourceintegrators.com> |
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com> |
@ -0,0 +1,4 @@ |
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The development of this module has been financially supported by: |
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|
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* Pavlov Media |
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* Open Source Integrators |
@ -0,0 +1 @@ |
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This module allows you to manage maintenance agreements and contracts. |
@ -0,0 +1,7 @@ |
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To use this module: |
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|
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* Go to Agreement > Agrements |
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* Create a new agreement |
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* Select a template |
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* Follow the process to get the required approval |
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* Send the invitation to the customer to review and sign the agreement |
@ -0,0 +1,3 @@ |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink |
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access_agreement_serviceprofile_allusers,serviceprofile all users,model_agreement_serviceprofile,agreement.group_agreement_user,1,0,0,0 |
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access_agreement_serviceprofile_manager,serviceprofile manager,model_agreement_serviceprofile,agreement.group_agreement_manager,1,1,1,1 |
After Width: 64 | Height: 64 | Size: 6.6 KiB |
@ -0,0 +1,27 @@ |
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<?xml version="1.0"?> |
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<odoo> |
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|
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<!-- Agreement Form View --> |
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<record model="ir.ui.view" id="agreement_form_view"> |
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<field name="name">Agreement Form</field> |
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<field name="model">agreement</field> |
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<field name="inherit_id" ref="agreement.partner_agreement_form_view"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//notebook/page[@name='products']/group" |
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position="after"> |
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<group string="Service Profiles"> |
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<field name="serviceprofile_ids" nolabel="1"> |
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<tree> |
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<field name="name"/> |
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<field name="profile_type"/> |
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<field name="equipment_id"/> |
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<field name="product_id"/> |
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<field name="fsm_location_id"/> |
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</tree> |
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</field> |
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</group> |
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</xpath> |
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</field> |
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</record> |
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|
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</odoo> |
@ -0,0 +1,63 @@ |
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<?xml version="1.0"?> |
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<odoo> |
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|
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<!-- Agreement Service Profile List View--> |
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<record model="ir.ui.view" id="agreement_serviceprofile_list_view"> |
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<field name="name">Agreement Service Profile List</field> |
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<field name="model">agreement.serviceprofile</field> |
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<field name="arch" type="xml"> |
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<tree string="Service Profiles" |
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create="false" edit="false"> |
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<field name="name"/> |
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<field name="profile_type"/> |
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<field name="equipment_id"/> |
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<field name="product_id"/> |
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<field name="fsm_location_id"/> |
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<field name="agreement_id"/> |
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</tree> |
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</field> |
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</record> |
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|
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<!-- Agreement Service Profile Form View --> |
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<record model="ir.ui.view" id="agreement_serviceprofile_form_view"> |
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<field name="name">Agreement Service Profile Form</field> |
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<field name="model">agreement.serviceprofile</field> |
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<field name="arch" type="xml"> |
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<form string="Service Profile" |
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create="false" edit="false"> |
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<sheet> |
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<div class="oe_title"> |
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<h1> |
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<field name="name" placeholder="Name"/> |
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</h1> |
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</div> |
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<group> |
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<group> |
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<field name="profile_type"/> |
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<field name="equipment_id" |
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attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/> |
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<field name="equipment_category_id" |
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attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/> |
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<field name="product_id" |
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attrs="{'invisible': [('profile_type', '!=', 'product')]}"/> |
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</group> |
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<group> |
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<field name="fsm_location_id"/> |
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</group> |
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</group> |
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<group string="Description"> |
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<field name="description" nolabel="1"/> |
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</group> |
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</sheet> |
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</form> |
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</field> |
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</record> |
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|
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<!-- Actions opening views on models --> |
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<record model="ir.actions.act_window" id="agreement_action_serviceprofile"> |
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<field name="name">Agreement Service Profile</field> |
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<field name="res_model">agreement.serviceprofile</field> |
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<field name="view_mode">tree,form</field> |
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</record> |
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|
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</odoo> |
@ -0,0 +1,11 @@ |
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<?xml version="1.0"?> |
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<odoo> |
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|
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<!-- Master Data --> |
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<menuitem name="Service Profiles" |
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id="agreement_service_profiles" |
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sequence="30" |
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parent="agreement.agreement_masterdata" |
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action="agreement_action_serviceprofile"/> |
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|
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</odoo> |
@ -0,0 +1,17 @@ |
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<?xml version="1.0"?> |
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<odoo> |
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|
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<record model="ir.ui.view" id="product_template_serviceprofile_form_view"> |
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<field name="name">product.template.common.serviceprofile.ok.form</field> |
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<field name="model">product.template</field> |
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<field name="inherit_id" ref="product.product_template_form_view"/> |
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<field name="arch" type="xml"> |
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<div name="options" position="inside"> |
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<div> |
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<field name="serviceprofile_ok"/> |
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<label for="serviceprofile_ok"/> |
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</div> |
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</div> |
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</field> |
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</record> |
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</odoo> |
@ -1 +1,2 @@ |
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bank-payment |
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field-service |
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