Merge pull request #301 from ygol/12.0-mig-ag_legal

[MIG] agreement --> agreement_legal

agreement_legal/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 <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>
+* Sandip Mangukiya <smangukiya@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.

agreement_legal/__init__.py

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+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

agreement_legal/__manifest__.py

@@ -0,0 +1,41 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Agreements Legal",
+    "summary": "Manage Agreements, LOI and Contracts",
+    "author": "Pavlov Media, "
+    "Open Source Integrators, "
+    "Yves Goldberg (Ygol Internetwork), "
+    "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/contract",
+    "category": "Partner",
+    "license": "AGPL-3",
+    "version": "12.0.1.0.0",
+    "depends": ["contacts", "agreement", "product"],
+    "data": [
+        "data/ir_sequence.xml",
+        "data/module_category.xml",
+        "data/agreement_stage.xml",
+        "data/agreement_type.xml",
+        "security/res_groups.xml",
+        "security/ir.model.access.csv",
+        "report/agreement.xml",
+        "views/res_config_settings.xml",
+        "views/agreement_appendix.xml",
+        "views/agreement_clause.xml",
+        "views/agreement_recital.xml",
+        "views/agreement_section.xml",
+        "views/agreement_stages.xml",
+        "views/agreement_type.xml",
+        "views/agreement_subtype.xml",
+        "views/agreement_renewaltype.xml",
+        "views/agreement_increasetype.xml",
+        "views/res_partner.xml",
+        "views/agreement.xml",
+        "views/menu.xml",
+    ],
+    "application": True,
+    "development_status": "Beta",
+    "maintainers": ["max3903", "ygol"],
+}

agreement_legal/data/agreement_stage.xml

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+<?xml version="1.0"?>
+<odoo>
+
+    <record id="agreement_stage_new" model="agreement.stage">
+        <field name="name">New</field>
+        <field name="sequence">10</field>
+    </record>
+
+    <record id="agreement_stage_draft" model="agreement.stage">
+        <field name="name">Draft</field>
+        <field name="sequence">20</field>
+    </record>
+
+    <record id="agreement_stage_reviewed" model="agreement.stage">
+        <field name="name">Reviewed</field>
+        <field name="sequence">30</field>
+    </record>
+
+    <record id="agreement_stage_negotiation" model="agreement.stage">
+        <field name="name">Negotiation</field>
+        <field name="sequence">40</field>
+    </record>
+
+    <record id="agreement_stage_out" model="agreement.stage">
+        <field name="name">Out for Customer Signature</field>
+        <field name="sequence">50</field>
+    </record>
+
+    <record id="agreement_stage_internal" model="agreement.stage">
+        <field name="name">Waiting Internal Signature</field>
+        <field name="sequence">60</field>
+    </record>
+
+    <record id="agreement_stage_active" model="agreement.stage">
+        <field name="name">Active</field>
+        <field name="sequence">70</field>
+    </record>
+
+    <record id="agreement_stage_expired" model="agreement.stage">
+        <field name="name">Expired</field>
+        <field name="sequence">80</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>
+    </record>
+</odoo>

agreement_legal/data/agreement_type.xml

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+<?xml version="1.0"?>
+<odoo>
+
+    <record id="agreement_type_agreement" model="agreement.type">
+        <field name="name">Agreement</field>
+    </record>
+
+    <record id="agreement_type_contract" model="agreement.type">
+        <field name="name">Contract</field>
+    </record>
+
+    <record id="agreement_type_loi" model="agreement.type">
+        <field name="name">Letter of Intent</field>
+    </record>
+
+</odoo>

agreement_legal/data/ir_sequence.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- Sequence for agreement -->
+    <record id="seq_agreement" model="ir.sequence">
+        <field name="name">Agreements</field>
+        <field name="code">agreement</field>
+        <field name="prefix">AG</field>
+        <field name="padding">3</field>
+        <field name="company_id" eval="False"/>
+    </record>
+
+</odoo>

agreement_legal/data/module_category.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="agreement" model="ir.module.category">
+        <field name="name">Agreement</field>
+        <field name="sequence">80</field>
+    </record>
+
+</odoo>

agreement_legal/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import (
+    res_config_settings,
+    agreement_stage,
+    agreement,
+    agreement_appendix,
+    agreement_clause,
+    agreement_line,
+    agreement_recital,
+    agreement_section,
+    agreement_type,
+    agreement_subtype,
+    res_partner,
+    product_template,
+    agreement_renewaltype,
+    agreement_increasetype,
+)

agreement_legal/models/agreement.py

@@ -0,0 +1,408 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+
+
+class Agreement(models.Model):
+    _name = "agreement"
+    _inherit = ["agreement", "mail.thread"]
+
+    def _default_stage_id(self):
+        return self.env.ref("agreement_legal.agreement_stage_new")
+
+    # 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,
+        copy=False,
+        help="The versions are used to keep track of document history and "
+        "previous versions can be referenced.",
+    )
+    revision = fields.Integer(
+        string="Revision",
+        default=0,
+        copy=False,
+        help="The revision will increase with every save event.",
+    )
+    description = fields.Text(
+        string="Description",
+        track_visibility="onchange",
+        help="Description of the agreement",
+    )
+    dynamic_description = fields.Text(
+        compute="_compute_dynamic_description",
+        string="Dynamic Description",
+        help="Compute dynamic description",
+    )
+    start_date = fields.Date(
+        string="Start Date",
+        track_visibility="onchange",
+        help="When the agreement starts.",
+    )
+    end_date = fields.Date(
+        string="End Date",
+        track_visibility="onchange",
+        help="When the agreement ends.",
+    )
+    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="Signed on",
+        track_visibility="onchange",
+        help="Date the contract was signed by Company.",
+    )
+    partner_signed_date = fields.Date(
+        string="Signed on",
+        track_visibility="onchange",
+        help="Date the contract was signed by the Partner.",
+    )
+    term = fields.Integer(
+        string="Term (Months)",
+        track_visibility="onchange",
+        help="Number of months this agreement/contract is in effect with the "
+        "partner.",
+    )
+    expiration_notice = fields.Integer(
+        string="Exp. Notice (Days)",
+        track_visibility="onchange",
+        help="Number of Days before expiration to be notified.",
+    )
+    change_notice = fields.Integer(
+        string="Change Notice (Days)",
+        track_visibility="onchange",
+        help="Number of Days to be notified before changes.",
+    )
+    special_terms = fields.Text(
+        string="Special Terms",
+        track_visibility="onchange",
+        help="Any terms that you have agreed to and want to track on the "
+        "agreement/contract.",
+    )
+    dynamic_special_terms = fields.Text(
+        compute="_compute_dynamic_special_terms",
+        string="Dynamic Special Terms",
+        help="Compute dynamic special terms",
+    )
+    reference = fields.Char(
+        string="Reference",
+        copy=False,
+        required=True,
+        default=lambda self: _("New"),
+        track_visibility="onchange",
+        help="ID used for internal contract tracking.",
+    )
+    increase_type_id = fields.Many2one(
+        "agreement.increasetype",
+        string="Increase Type",
+        track_visibility="onchange",
+        help="The amount that certain rates may increase.",
+    )
+    termination_requested = fields.Date(
+        string="Termination Requested Date",
+        track_visibility="onchange",
+        help="Date that a request for termination was received.",
+    )
+    termination_date = fields.Date(
+        string="Termination Date",
+        track_visibility="onchange",
+        help="Date that the contract was terminated.",
+    )
+    reviewed_date = fields.Date(
+        string="Reviewed Date", track_visibility="onchange"
+    )
+    reviewed_user_id = fields.Many2one(
+        "res.users", string="Reviewed By", track_visibility="onchange"
+    )
+    approved_date = fields.Date(
+        string="Approved Date", track_visibility="onchange"
+    )
+    approved_user_id = fields.Many2one(
+        "res.users", string="Approved By", track_visibility="onchange"
+    )
+    currency_id = fields.Many2one("res.currency", string="Currency")
+    partner_id = fields.Many2one(
+        "res.partner",
+        string="Partner",
+        copy=True,
+        help="The customer or vendor this agreement is related to.",
+    )
+    company_partner_id = fields.Many2one(
+        "res.partner",
+        string="Company",
+        copy=True,
+        default=lambda self: self.env.user.company_id.partner_id,
+    )
+    partner_contact_id = fields.Many2one(
+        "res.partner",
+        string="Partner Contact",
+        copy=True,
+        help="The primary partner contact (If Applicable).",
+    )
+    partner_contact_phone = fields.Char(
+        related="partner_contact_id.phone", string="Phone"
+    )
+    partner_contact_email = fields.Char(
+        related="partner_contact_id.email", string="Email"
+    )
+    company_contact_id = fields.Many2one(
+        "res.partner",
+        string="Company Contact",
+        copy=True,
+        help="The primary contact in the company.",
+    )
+    company_contact_phone = fields.Char(
+        related="company_contact_id.phone", string="Phone"
+    )
+    company_contact_email = fields.Char(
+        related="company_contact_id.email", string="Email"
+    )
+    agreement_type_id = fields.Many2one(
+        "agreement.type",
+        string="Agreement Type",
+        track_visibility="onchange",
+        help="Select the type of agreement.",
+    )
+    agreement_subtype_id = fields.Many2one(
+        "agreement.subtype",
+        string="Agreement Sub-type",
+        track_visibility="onchange",
+        help="Select the sub-type of this agreement. Sub-Types are related to "
+        "agreement types.",
+    )
+    product_ids = fields.Many2many(
+        "product.template", string="Products & Services"
+    )
+    assigned_user_id = fields.Many2one(
+        "res.users",
+        string="Assigned To",
+        track_visibility="onchange",
+        help="Select the user who manages this agreement.",
+    )
+    company_signed_user_id = fields.Many2one(
+        "res.users",
+        string="Signed By",
+        track_visibility="onchange",
+        help="The user at our company who authorized/signed the agreement or "
+        "contract.",
+    )
+    partner_signed_user_id = fields.Many2one(
+        "res.partner",
+        string="Signed By",
+        track_visibility="onchange",
+        help="Contact on the account that signed the agreement/contract.",
+    )
+    parent_agreement_id = fields.Many2one(
+        "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_id = fields.Many2one(
+        "agreement.renewaltype",
+        string="Renewal Type",
+        track_visibility="onchange",
+        help="Describes what happens after the contract expires.",
+    )
+    recital_ids = fields.One2many(
+        "agreement.recital", "agreement_id", string="Recitals", copy=True
+    )
+    sections_ids = fields.One2many(
+        "agreement.section", "agreement_id", string="Sections", copy=True
+    )
+    clauses_ids = fields.One2many(
+        "agreement.clause", "agreement_id", string="Clauses", copy=True
+    )
+    appendix_ids = fields.One2many(
+        "agreement.appendix", "agreement_id", string="Appendices", copy=True
+    )
+    previous_version_agreements_ids = fields.One2many(
+        "agreement",
+        "parent_agreement_id",
+        string="Child Agreements",
+        copy=False,
+        domain=[("active", "=", False)],
+    )
+    child_agreements_ids = fields.One2many(
+        "agreement",
+        "parent_agreement_id",
+        string="Child Agreements",
+        copy=False,
+        domain=[("active", "=", True)],
+    )
+    line_ids = fields.One2many(
+        "agreement.line",
+        "agreement_id",
+        string="Products/Services",
+        copy=False,
+    )
+    state = fields.Selection(
+        [("draft", "Draft"), ("active", "Active"), ("inactive", "Inactive")],
+        default="draft",
+        track_visibility="always",
+    )
+    notification_address_id = 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"
+    )
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Field",
+        help="""Select target field from the related document model. If it is a
+         relationship field you will be able to select a target field at the
+         destination of the relationship.""",
+    )
+    sub_object_id = fields.Many2one(
+        "ir.model",
+        string="Sub-model",
+        help="""When a relationship field is selected as first field, this
+         field shows the document model the relationship goes to.""",
+    )
+    sub_model_object_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Sub-field",
+        help="""When a relationship field is selected as first field, this
+         field lets you select the target field within the destination document
+          model (sub-model).""",
+    )
+    default_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty.",
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="""Final placeholder expression, to be copy-pasted in the desired
+         template field.""",
+    )
+
+    # compute the dynamic content for mako expression
+    @api.multi
+    def _compute_dynamic_description(self):
+        MailTemplates = self.env["mail.template"]
+        for agreement in self:
+            lang = agreement.partner_id.lang or "en_US"
+            description = MailTemplates.with_context(
+                lang=lang
+            )._render_template(
+                agreement.description, "agreement", agreement.id
+            )
+            agreement.dynamic_description = description
+
+    @api.multi
+    def _compute_dynamic_special_terms(self):
+        MailTemplates = self.env["mail.template"]
+        for agreement in self:
+            lang = agreement.partner_id.lang or "en_US"
+            special_terms = MailTemplates.with_context(
+                lang=lang
+            )._render_template(
+                agreement.special_terms, "agreement", agreement.id
+            )
+            agreement.dynamic_special_terms = special_terms
+
+    @api.onchange("field_id", "sub_model_object_field_id", "default_value")
+    def onchange_copyvalue(self):
+        self.sub_object_id = False
+        self.copyvalue = False
+        self.sub_object_id = False
+        if self.field_id and not self.field_id.relation:
+            self.copyvalue = "${{object.{} or {}}}".format(
+                self.field_id.name, self.default_value or "''"
+            )
+            self.sub_model_object_field_id = False
+        if self.field_id and self.field_id.relation:
+            self.sub_object_id = self.env["ir.model"].search(
+                [("model", "=", self.field_id.relation)]
+            )[0]
+        if self.sub_model_object_field_id:
+            self.copyvalue = "${{object.{}.{} or {}}}".format(
+                self.field_id.name,
+                self.sub_model_object_field_id.name,
+                self.default_value or "''",
+            )
+
+    # Used for Kanban grouped_by view
+    @api.model
+    def _read_group_stage_ids(self, stages, domain, order):
+        stage_ids = self.env["agreement.stage"].search([])
+        return stage_ids
+
+    stage_id = fields.Many2one(
+        "agreement.stage",
+        string="Stage",
+        group_expand="_read_group_stage_ids",
+        help="Select the current stage of the agreement.",
+        track_visibility="onchange",
+        index=True,
+        #  default=lambda self: self._default_stage_id(),
+    )
+
+    # Create New Version Button
+    @api.multi
+    def create_new_version(self, vals):
+        for rec in self:
+            if not rec.state == "draft":
+                # Make sure status is draft
+                rec.state = "draft"
+            default_vals = {
+                "name": "{} - OLD VERSION".format(rec.name),
+                "active": False,
+                "parent_agreement_id": rec.id,
+            }
+            # Make a current copy and mark it as old
+            rec.copy(default=default_vals)
+            # Increment the Version
+            rec.version = rec.version + 1
+        # Reset revision to 0 since it's a new version
+        vals["revision"] = 0
+        return super(Agreement, self).write(vals)
+
+    def create_new_agreement(self):
+        default_vals = {
+            "name": "NEW",
+            "active": True,
+            "version": 1,
+            "revision": 0,
+            "state": "draft",
+        }
+        res = self.copy(default=default_vals)
+        return {
+            "res_model": "agreement",
+            "type": "ir.actions.act_window",
+            "view_mode": "form",
+            "view_type": "form",
+            "res_id": res.id,
+        }
+
+    @api.model
+    def create(self, vals):
+        if vals.get("reference", _("New")) == _("New"):
+            vals["reference"] = self.env["ir.sequence"].next_by_code(
+                "agreement"
+            ) or _("New")
+        return super(Agreement, self).create(vals)
+
+    # Increments the revision on each save action
+    @api.multi
+    def write(self, vals):
+        vals["revision"] = self.revision + 1
+        return super(Agreement, self).write(vals)

agreement_legal/models/agreement_appendix.py

@@ -0,0 +1,101 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AgreementAppendix(models.Model):
+    _name = "agreement.appendix"
+    _description = "Agreement Appendices"
+    _order = "sequence"
+
+    name = fields.Char(string="Name", required=True)
+    title = fields.Char(
+        string="Title",
+        required=True,
+        help="The title is displayed on the PDF." "The name is not.",
+    )
+    sequence = fields.Integer(
+        string="Sequence",
+        default=10)
+    content = fields.Html(string="Content")
+    dynamic_content = fields.Html(
+        compute="_compute_dynamic_content",
+        string="Dynamic Content",
+        help="compute dynamic Content",
+    )
+    agreement_id = fields.Many2one(
+        "agreement",
+        string="Agreement",
+        ondelete="cascade")
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide this appendix without "
+        "removing it.",
+    )
+
+    # Dynamic field editor
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Field",
+        help="""Select target field from the related document model. If it is a
+         relationship field you will be able to select a target field at the
+         destination of the relationship.""",
+    )
+    sub_object_id = fields.Many2one(
+        "ir.model",
+        string="Sub-model",
+        help="""When a relationship field is selected as first field, this
+         field shows the document model the relationship goes to.""",
+    )
+    sub_model_object_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Sub-field",
+        help="""When a relationship field is selected as first field, this
+         field lets you select the target field within the destination document
+          model (sub-model).""",
+    )
+    default_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty.",
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="""Final placeholder expression, to be copy-pasted in the desired
+         template field.""",
+    )
+
+    @api.onchange('field_id', 'sub_model_object_field_id', 'default_value')
+    def onchange_copyvalue(self):
+        self.sub_object_id = False
+        self.copyvalue = False
+        self.sub_object_id = False
+        if self.field_id and not self.field_id.relation:
+            self.copyvalue = "${object.%s or %s}" % \
+                             (self.field_id.name,
+                              self.default_value or '\'\'')
+            self.sub_model_object_field_id = False
+        if self.field_id and self.field_id.relation:
+            self.sub_object_id = self.env['ir.model'].search(
+                [('model', '=', self.field_id.relation)])[0]
+        if self.sub_model_object_field_id:
+            self.copyvalue = "${object.%s.%s or %s}" %\
+                (self.field_id.name,
+                 self.sub_model_object_field_id.name,
+                 self.default_value or '\'\'')
+
+    # compute the dynamic content for mako expression
+    @api.multi
+    def _compute_dynamic_content(self):
+        MailTemplates = self.env["mail.template"]
+        for appendix in self:
+            lang = (
+                appendix.agreement_id
+                and appendix.agreement_id.partner_id.lang
+                or "en_US"
+            )
+            content = MailTemplates.with_context(lang=lang)._render_template(
+                appendix.content, "agreement.appendix", appendix.id
+            )
+            appendix.dynamic_content = content

agreement_legal/models/agreement_clause.py

@@ -0,0 +1,103 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AgreementClause(models.Model):
+    _name = "agreement.clause"
+    _description = "Agreement Clauses"
+    _order = "sequence"
+
+    name = fields.Char(string="Name", required=True)
+    title = fields.Char(
+        string="Title",
+        help="The title is displayed on the PDF." "The name is not."
+    )
+    sequence = fields.Integer(string="Sequence")
+    agreement_id = fields.Many2one(
+        "agreement",
+        string="Agreement",
+        ondelete="cascade")
+    section_id = fields.Many2one(
+        "agreement.section",
+        string="Section",
+        ondelete="cascade"
+    )
+    content = fields.Html(string="Clause Content")
+    dynamic_content = fields.Html(
+        compute="_compute_dynamic_content",
+        string="Dynamic Content",
+        help="compute dynamic Content",
+    )
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide the agreement without "
+        "removing it.",
+    )
+
+    # Dynamic field editor
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Field",
+        help="""Select target field from the related document model. If it is a
+         relationship field you will be able to select a target field at the
+         destination of the relationship.""",
+    )
+    sub_object_id = fields.Many2one(
+        "ir.model",
+        string="Sub-model",
+        help="""When a relationship field is selected as first field, this
+         field shows the document model the relationship goes to.""",
+    )
+    sub_model_object_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Sub-field",
+        help="""When a relationship field is selected as first field, this
+         field lets you select the target field within the destination document
+          model (sub-model).""",
+    )
+    default_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty.",
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="""Final placeholder expression, to be copy-pasted in the desired
+         template field.""",
+    )
+
+    @api.onchange('field_id', 'sub_model_object_field_id', 'default_value')
+    def onchange_copyvalue(self):
+        self.sub_object_id = False
+        self.copyvalue = False
+        self.sub_object_id = False
+        if self.field_id and not self.field_id.relation:
+            self.copyvalue = "${object.%s or %s}" % \
+                             (self.field_id.name,
+                              self.default_value or '\'\'')
+            self.sub_model_object_field_id = False
+        if self.field_id and self.field_id.relation:
+            self.sub_object_id = self.env['ir.model'].search(
+                [('model', '=', self.field_id.relation)])[0]
+        if self.sub_model_object_field_id:
+            self.copyvalue = "${object.%s.%s or %s}" %\
+                (self.field_id.name,
+                 self.sub_model_object_field_id.name,
+                 self.default_value or '\'\'')
+
+    # compute the dynamic content for mako expression
+    @api.multi
+    def _compute_dynamic_content(self):
+        MailTemplates = self.env["mail.template"]
+        for clause in self:
+            lang = (
+                clause.agreement_id
+                and clause.agreement_id.partner_id.lang
+                or "en_US"
+            )
+            content = MailTemplates.with_context(lang=lang)._render_template(
+                clause.content, "agreement.clause", clause.id
+            )
+            clause.dynamic_content = content

agreement_legal/models/agreement_increasetype.py

@@ -0,0 +1,27 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+# Main Agreement Increase Type Records Model
+class AgreementIncreaseType(models.Model):
+    _name = "agreement.increasetype"
+    _description = "Agreement Increase Type"
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True,
+        help="Increase types describe any increases that may happen during "
+        "the contract.",
+    )
+    description = fields.Text(
+        string="Description",
+        required=True,
+        help="Description of the renewal type."
+    )
+    increase_percent = fields.Integer(
+        string="Increase Percentage",
+        help="Percentage that the amount will increase."
+    )

agreement_legal/models/agreement_line.py

@@ -0,0 +1,30 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AgreementLine(models.Model):
+    _name = "agreement.line"
+    _description = "Agreement Lines"
+
+    product_id = fields.Many2one(
+        "product.product",
+        string="Product")
+    name = fields.Char(
+        string="Description",
+        required=True)
+    agreement_id = fields.Many2one(
+        "agreement",
+        string="Agreement",
+        ondelete="cascade")
+    qty = fields.Float(string="Quantity")
+    uom_id = fields.Many2one(
+        "uom.uom",
+        string="Unit of Measure",
+        required=True)
+
+    @api.onchange("product_id")
+    def _onchange_product_id(self):
+        self.name = self.product_id.name
+        self.uom_id = self.product_id.uom_id.id

agreement_legal/models/agreement_recital.py

@@ -0,0 +1,99 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AgreementRecital(models.Model):
+    _name = "agreement.recital"
+    _description = "Agreement Recitals"
+    _order = "sequence"
+
+    name = fields.Char(string="Name", required=True)
+    title = fields.Char(
+        string="Title",
+        help="The title is displayed on the PDF." "The name is not.",
+    )
+    sequence = fields.Integer(string="Sequence", default=10)
+    content = fields.Html(string="Content")
+    dynamic_content = fields.Html(
+        compute="_compute_dynamic_content",
+        string="Dynamic Content",
+        help="compute dynamic Content",
+    )
+    agreement_id = fields.Many2one(
+        "agreement", string="Agreement", ondelete="cascade"
+    )
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="If unchecked, it will allow you to hide this recital without "
+        "removing it.",
+    )
+
+    # Dynamic field editor
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Field",
+        help="""Select target field from the related document model. If it is a
+         relationship field you will be able to select a target field at the
+         destination of the relationship.""",
+    )
+    sub_object_id = fields.Many2one(
+        "ir.model",
+        string="Sub-model",
+        help="""When a relationship field is selected as first field, this
+         field shows the document model the relationship goes to.""",
+    )
+    sub_model_object_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Sub-field",
+        help="""When a relationship field is selected as first field, this
+         field lets you select the target field within the destination document
+          model (sub-model).""",
+    )
+    default_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty.",
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="""Final placeholder expression, to be copy-pasted in the desired
+         template field.""",
+    )
+
+    @api.onchange("field_id", "sub_model_object_field_id", "default_value")
+    def onchange_copyvalue(self):
+        self.sub_object_id = False
+        self.copyvalue = False
+        self.sub_object_id = False
+        if self.field_id and not self.field_id.relation:
+            self.copyvalue = "${{object.{} or {}}}".format(
+                self.field_id.name, self.default_value or "''"
+            )
+            self.sub_model_object_field_id = False
+        if self.field_id and self.field_id.relation:
+            self.sub_object_id = self.env["ir.model"].search(
+                [("model", "=", self.field_id.relation)]
+            )[0]
+        if self.sub_model_object_field_id:
+            self.copyvalue = "${{object.{}.{} or {}}}".format(
+                self.field_id.name,
+                self.sub_model_object_field_id.name,
+                self.default_value or "''",
+            )
+
+    # compute the dynamic content for mako expression
+    @api.multi
+    def _compute_dynamic_content(self):
+        MailTemplates = self.env["mail.template"]
+        for recital in self:
+            lang = (
+                recital.agreement_id
+                and recital.agreement_id.partner_id.lang
+                or "en_US"
+            )
+            content = MailTemplates.with_context(lang=lang)._render_template(
+                recital.content, "agreement.recital", recital.id
+            )
+            recital.dynamic_content = content

agreement_legal/models/agreement_renewaltype.py

@@ -0,0 +1,23 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+# Main Agreement Section Records Model
+class AgreementRenewalType(models.Model):
+    _name = "agreement.renewaltype"
+    _description = "Agreement Renewal Type"
+
+    # General
+    name = fields.Char(
+        string="Title",
+        required=True,
+        help="Renewal types describe what happens after the "
+        "agreement/contract expires.",
+    )
+    description = fields.Text(
+        string="Description",
+        required=True,
+        help="Description of the renewal type."
+    )

agreement_legal/models/agreement_section.py

@@ -0,0 +1,102 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AgreementSection(models.Model):
+    _name = "agreement.section"
+    _description = "Agreement Sections"
+    _order = "sequence"
+
+    name = fields.Char(string="Name", required=True)
+    title = fields.Char(
+        string="Title",
+        help="The title is displayed on the PDF." "The name is not.",
+    )
+    sequence = fields.Integer(string="Sequence")
+    agreement_id = fields.Many2one(
+        "agreement", string="Agreement", ondelete="cascade"
+    )
+    clauses_ids = fields.One2many(
+        "agreement.clause", "section_id", string="Clauses"
+    )
+    content = fields.Html(string="Section Content")
+    dynamic_content = fields.Html(
+        compute="_compute_dynamic_content",
+        string="Dynamic Content",
+        help="compute dynamic Content",
+    )
+    active = fields.Boolean(
+        string="Active",
+        default=True,
+        help="""If unchecked, it will allow you to hide the
+                             agreement without removing it.""",
+    )
+
+    # Dynamic field editor
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Field",
+        help="""Select target field from the related document model. If it is a
+         relationship field you will be able to select a target field at the
+         destination of the relationship.""",
+    )
+    sub_object_id = fields.Many2one(
+        "ir.model",
+        string="Sub-model",
+        help="""When a relationship field is selected as first field, this
+         field shows the document model the relationship goes to.""",
+    )
+    sub_model_object_field_id = fields.Many2one(
+        "ir.model.fields",
+        string="Sub-field",
+        help="""When a relationship field is selected as first field, this
+         field lets you select the target field within the destination document
+          model (sub-model).""",
+    )
+    default_value = fields.Char(
+        string="Default Value",
+        help="Optional value to use if the target field is empty.",
+    )
+    copyvalue = fields.Char(
+        string="Placeholder Expression",
+        help="""Final placeholder expression, to be copy-pasted in the desired
+         template field.""",
+    )
+
+    @api.onchange("field_id", "sub_model_object_field_id", "default_value")
+    def onchange_copyvalue(self):
+        self.sub_object_id = False
+        self.copyvalue = False
+        self.sub_object_id = False
+        if self.field_id and not self.field_id.relation:
+            self.copyvalue = "${{object.{} or {}}}".format(
+                self.field_id.name, self.default_value or "''"
+            )
+            self.sub_model_object_field_id = False
+        if self.field_id and self.field_id.relation:
+            self.sub_object_id = self.env["ir.model"].search(
+                [("model", "=", self.field_id.relation)]
+            )[0]
+        if self.sub_model_object_field_id:
+            self.copyvalue = "${{object.{}.{} or {}}}".format(
+                self.field_id.name,
+                self.sub_model_object_field_id.name,
+                self.default_value or "''",
+            )
+
+    # compute the dynamic content for mako expression
+    @api.multi
+    def _compute_dynamic_content(self):
+        MailTemplates = self.env["mail.template"]
+        for section in self:
+            lang = (
+                section.agreement_id
+                and section.agreement_id.partner_id.lang
+                or "en_US"
+            )
+            content = MailTemplates.with_context(lang=lang)._render_template(
+                section.content, "agreement.section", section.id
+            )
+            section.dynamic_content = content

agreement_legal/models/agreement_stage.py

@@ -0,0 +1,28 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+# Main Agreement Section Records Model
+class AgreementStage(models.Model):
+    _name = "agreement.stage"
+    _description = "Agreement Stages"
+    _order = "sequence"
+
+    # General
+    name = fields.Char(
+        string="Stage Name",
+        required=True)
+    description = fields.Text(
+        string="Description",
+        required=False)
+    sequence = fields.Integer(
+        string="Sequence",
+        default="1",
+        required=False)
+    fold = fields.Boolean(
+        string="Is Folded",
+        required=False,
+        help="This stage is folded in the kanban view by deafault.",
+    )

agreement_legal/models/agreement_status.py

@@ -0,0 +1,12 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+# Main Agreement Status Records Model
+class AgreementStatus(models.Model):
+    _name = "agreement.type"
+
+    # General
+    name = fields.Char(string="Title", required=True)

agreement_legal/models/agreement_subtype.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 fields, models
+
+
+class AgreementSubtype(models.Model):
+    _name = "agreement.subtype"
+    _description = "Agreement Subtypes"
+
+    name = fields.Char(string="Name", required=True)
+    agreement_type_id = fields.Many2one(
+        "agreement.type",
+        string="Agreement Type")

agreement_legal/models/agreement_type.py

@@ -0,0 +1,16 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AgreementType(models.Model):
+    _name = "agreement.type"
+    _description = "Agreement Types"
+
+    name = fields.Char(string="Name", required=True)
+    agreement_subtypes_ids = fields.One2many(
+        "agreement.subtype",
+        "agreement_type_id",
+        string="Subtypes"
+    )

agreement_legal/models/product_template.py

@@ -0,0 +1,12 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class Product(models.Model):
+    _inherit = "product.template"
+
+    agreements_ids = fields.Many2many(
+        "agreement",
+        string="Agreements")

agreement_legal/models/res_config_settings.py

@@ -0,0 +1,38 @@
+# Copyright (C) 2018 - TODAY, Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    module_agreement_maintenance = fields.Boolean(
+        string="Manage maintenance agreements and contracts."
+    )
+    module_agreement_mrp = fields.Boolean(
+        string="Link your manufacturing orders to an agreement."
+    )
+    module_agreement_project = fields.Boolean(
+        string="Link your projects and tasks to an agreement."
+    )
+    module_agreement_repair = fields.Boolean(
+        string="Link your repair orders to an agreement."
+    )
+    module_agreement_rma = fields.Boolean(
+        string="Link your RMAs to an agreement.")
+    module_agreement_sale = fields.Boolean(
+        string="Create an agreement when the sale order is confirmed."
+    )
+    module_agreement_sale_subscription = fields.Boolean(
+        string="Link your subscriptions to an agreement."
+    )
+    module_agreement_stock = fields.Boolean(
+        string="Link your pickings to an agreement."
+    )
+    module_fieldservice_agreement = fields.Boolean(
+        string="Link your Field Service orders and equipments to an agreement."
+    )
+    module_helpdesk_agreement = fields.Boolean(
+        string="Link your Helpdesk tickets to an agreement."
+    )

agreement_legal/models/res_partner.py

@@ -0,0 +1,13 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class Partner(models.Model):
+    _inherit = "res.partner"
+
+    agreement_ids = fields.One2many(
+        "agreement",
+        "partner_id",
+        string="Agreements")

agreement_legal/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

agreement_legal/readme/CONTRIBUTORS.rst

@@ -0,0 +1,6 @@
+* Patrick Wilson <pwilson@pavlovmedia.com>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Wolfgang Hall <whall@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
+* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
+* Yves Goldberg <yves@ygol.com>

agreement_legal/readme/CREDITS.rst

@@ -0,0 +1,5 @@
+The development of this module has been financially supported by:
+
+* Pavlov Media
+* Open Source Integrators
+* Yves Goldberg

agreement_legal/readme/DESCRIPTION.rst

@@ -0,0 +1,9 @@
+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.

agreement_legal/readme/ROADMAP.rst

@@ -0,0 +1,3 @@
+* 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)

agreement_legal/readme/USAGE.rst

@@ -0,0 +1,7 @@
+To use this module:
+
+* Go to Agreement > Agreements
+* 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

agreement_legal/report/agreement.xml

@@ -0,0 +1,144 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <report
+            id="partner_agreement_contract_document"
+            model="agreement"
+            string="Contract Document"
+            name="agreement_legal.report_agreement_document"
+            file="agreement_legal.report_agreement_document"
+            report_type="qweb-pdf"/>
+
+    <report
+            id="partner_agreement_contract_document_preview"
+            model="agreement"
+            string="Contract Document Preview"
+            name="agreement_legal.report_agreement_document"
+            file="agreement_legal.report_agreement_document"
+            report_type="qweb-html"/>
+
+    <template id="report_agreement_document">
+        <t t-name="agreement.report_agreement_document">
+            <t t-call="web.html_container">
+                <t t-foreach="docs" t-as="doc">
+                    <t t-call="web.external_layout">
+                        <div class="page">
+                            <h1 t-field="doc.name"/>
+                            <div name="description">
+                                <p t-field="doc.dynamic_description"/>
+                            </div>
+                            <h2>Parties</h2>
+                            <h3>Company Information</h3>
+                            <div name="company_address">
+                                <address t-field="doc.company_partner_id"
+                                         t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' />
+                            </div>
+                            <div name="company_contact">
+                                Represented by <span t-field="doc.company_contact_id.name"/>.
+                            </div>
+                            <h3>Partner Information</h3>
+                            <div name="partner_address">
+                                <address t-field="doc.partner_id"
+                                         t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' />
+                            </div>
+                            <div name="partner_contact">
+                                Represented by <span t-field="doc.partner_contact_id.name"/>.
+                            </div>
+                            <h2>Agreement</h2>
+                            <h3>Recitals</h3>
+                            <table class="table table-condensed">
+                                <tbody>
+                                    <tr>
+                                        <td>
+                                            <ol>
+                                                <li t-foreach="doc.recital_ids" t-as="r">
+                                                    <t t-if="r.title">
+                                                        <h3 t-field="r.title"/>
+                                                    </t>
+                                                    <p t-field="r.dynamic_content"/>
+                                                </li>
+                                            </ol>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                            <table class="table table-condensed">
+                                <tbody class="section_tbody">
+                                    <tr>
+                                        <td>
+                                            <ol>
+                                                <li t-foreach="doc.sections_ids" t-as="s">
+                                                    <t t-if="s.title">
+                                                        <h3 t-field="s.title"/>
+                                                    </t>
+                                                    <p t-field="s.dynamic_content"/>
+                                                    <ol>
+                                                        <li t-foreach="s.clauses_ids" t-as="c">
+                                                            <t t-if="c.title">
+                                                                <h4 t-field="c.title"/>
+                                                            </t>
+                                                            <p t-field="c.dynamic_content"/>
+                                                        </li>
+                                                    </ol>
+                                                </li>
+                                            </ol>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                            <t t-if="special_term">
+                                <h2>Special Terms</h2>
+                                <div name="special_term">
+                                    <p t-field="doc.dynamic_special_terms"/>
+                                </div>
+                            </t>
+                            <h2>Signatures</h2>
+                            <table class="table table-condensed">
+                                <theader>
+                                    <tr>
+                                        <th>Partner</th>
+                                        <th>Company</th>
+                                    </tr>
+                                </theader>
+                                <tbody class="section_tbody">
+                                    <tr>
+                                        <td>
+                                            <p t-field="doc.partner_id"/>
+                                            <p>By: </p>
+                                            <p>
+                                                Name: <span t-field="doc.partner_contact_id.name"/>
+                                            </p>
+                                            <p>
+                                                Title: <span t-field="doc.partner_contact_id.function"/>
+                                            </p>
+                                            <p>Date: </p>
+                                        </td>
+                                        <td>
+                                            <p t-field="doc.company_partner_id"/>
+                                            <p>By: </p>
+                                            <p>
+                                                Name: <span t-field="doc.company_contact_id.name"/>
+                                            </p>
+                                            <p>
+                                                Title: <span t-field="doc.company_contact_id.function"/>
+                                            </p>
+                                            <p>Date: </p>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                        </div>
+                        <div t-foreach="doc.appendix_ids" t-as="a">
+                            <div class="page">
+                                <h1 t-field="a.title"
+                                    style="page-break-before: always;"/>
+                                <p t-field="a.dynamic_content"/>
+                            </div>
+                        </div>
+                    </t>
+                </t>
+            </t>
+        </t>
+    </template>
+
+</odoo>

agreement_legal/security/ir.model.access.csv

@@ -0,0 +1,23 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_agreement_allusers,agreement all users,model_agreement,group_agreement_user,1,1,1,0
+access_agreement_manager,agreement manager,model_agreement,group_agreement_manager,1,1,1,1
+access_agreement_recital_allusers,recital all users,model_agreement_recital,group_agreement_user,1,1,1,0
+access_agreement_recital_manager,recital manager,model_agreement_recital,group_agreement_manager,1,1,1,1
+access_agreement_section_allusers,section all users,model_agreement_section,group_agreement_user,1,1,1,0
+access_agreement_section_manager,section manager,model_agreement_section,group_agreement_manager,1,1,1,1
+access_agreement_clause_allusers,clause all users,model_agreement_clause,group_agreement_user,1,1,1,0
+access_agreement_clause_manager,clause manager,model_agreement_clause,group_agreement_manager,1,1,1,1
+access_agreement_appendix_allusers,appendix all users,model_agreement_appendix,group_agreement_user,1,1,1,0
+access_agreement_appendix_manager,appendix manager,model_agreement_appendix,group_agreement_manager,1,1,1,1
+access_agreement_line_allusers,agreement line all users,model_agreement_line,group_agreement_user,1,1,1,0
+access_agreement_line_manager,agreement line manager,model_agreement_line,group_agreement_manager,1,1,1,1
+access_agreement_stage_allusers,stage all users,model_agreement_stage,group_agreement_user,1,0,0,0
+access_agreement_stage_manager,stage manager,model_agreement_stage,group_agreement_manager,1,1,1,1
+access_agreement_type_allusers,type all users,model_agreement_type,group_agreement_user,1,0,0,0
+access_agreement_type_manager,type manager,model_agreement_type,group_agreement_manager,1,1,1,1
+access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,group_agreement_user,1,0,0,0
+access_agreement_subtype_manager,subtype manager,model_agreement_subtype,group_agreement_manager,1,1,1,1
+access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,group_agreement_user,1,0,0,0
+access_agreement_renewaltype_manager,renewaltype manager,model_agreement_renewaltype,group_agreement_manager,1,1,1,1
+access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,group_agreement_user,1,0,0,0
+access_agreement_increasetype_manager,increasetype manager,model_agreement_increasetype,group_agreement_manager,1,1,1,1

agreement_legal/security/res_groups.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="module_agreement_legal_category" model="ir.module.category">
+        <field name ="name">Agreement</field>
+        <field name ="sequence">17</field>
+   </record>
+    <!-- User group -->
+    <record id="group_agreement_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="category_id" ref="module_agreement_legal_category"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+    </record>
+
+    <!-- Manager group -->
+    <record id="group_agreement_manager" model="res.groups">
+        <field name="name">Manager</field>
+        <field name="category_id" ref="module_agreement_legal_category"/>
+        <field name="implied_ids" eval="[(4, ref('group_agreement_user'))]"/>
+        <field name="users" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+
+</odoo>

agreement_legal/static/description/index.html

@@ -0,0 +1,473 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
+<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
+<head>
+<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
+<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
+<title>Agreements</title>
+<style type="text/css">
+
+/*
+:Author: David Goodger (goodger@python.org)
+:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
+:Copyright: This stylesheet has been placed in the public domain.
+
+Default cascading style sheet for the HTML output of Docutils.
+
+See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
+customize this style sheet.
+*/
+
+/* used to remove borders from tables and images */
+.borderless, table.borderless td, table.borderless th {
+  border: 0 }
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+     The right padding separates the table cells. */
+  padding: 0 0.5em 0 0 ! important }
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+  /* Override more specific margin styles with "! important". */
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+
+.last, .with-subtitle {
+  margin-bottom: 0 ! important }
+
+.hidden {
+  display: none }
+
+.subscript {
+  vertical-align: sub;
+  font-size: smaller }
+
+.superscript {
+  vertical-align: super;
+  font-size: smaller }
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+  color: black }
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+  margin: 2em 5em ; }
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+  margin-bottom: 0.5em }
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+object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
+  overflow: hidden;
+}
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+dl.docutils dt {
+  font-weight: bold }
+*/
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+div.abstract {
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+  color: red ;
+  font-weight: bold ;
+  font-family: sans-serif }
+
+/* Uncomment (and remove this text!) to get reduced vertical space in
+   compound paragraphs.
+div.compound .compound-first, div.compound .compound-middle {
+  margin-bottom: 0.5em }
+
+div.compound .compound-last, div.compound .compound-middle {
+  margin-top: 0.5em }
+*/
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+  margin: 2em 5em ;
+  text-align: center ;
+  font-style: italic }
+
+div.dedication p.topic-title {
+  font-weight: bold ;
+  font-style: normal }
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+div.figure {
+  margin-left: 2em ;
+  margin-right: 2em }
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+  background-color: #ffffee ;
+  width: 40% ;
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+  color: red }
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+  color: red ;
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+h1.title {
+  text-align: center }
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+hr.docutils {
+  width: 75% }
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+img.align-left, .figure.align-left, object.align-left, table.align-left {
+  clear: left ;
+  float: left ;
+  margin-right: 1em }
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+}
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+  margin-left: auto;
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+}
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+  text-align: center }
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+  font-size: 100% }
+
+ul.auto-toc {
+  list-style-type: none }
+
+</style>
+</head>
+<body>
+<div class="document" id="agreements">
+<h1 class="title">Agreements</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
+<p>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.</p>
+<p>Based on the template, an agreement can be created and the pdf document generated.</p>
+<p>The agreement would go through a workflow to finally become a contract with the
+customer signature.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
+<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
+<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
+<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
+<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="configuration">
+<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
+<p>To configure this module:</p>
+<ul class="simple">
+<li>Go to Agreement &gt; Configuration &gt; Templates</li>
+<li>Create a new template with sections and clauses and their respective content</li>
+<li>Go to Agreement &gt; Configuration &gt; Stages</li>
+<li>Create and reorder stages to match your process</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#id2">Usage</a></h1>
+<p>To use this module:</p>
+<ul class="simple">
+<li>Go to Agreement &gt; Agrements</li>
+<li>Create a new agreement</li>
+<li>Select a template</li>
+<li>Follow the process to get the required approval</li>
+<li>Send the invitation to the customer to review and sign the agreement</li>
+</ul>
+</div>
+<div class="section" id="known-issues-roadmap">
+<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
+<ul class="simple">
+<li>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)</li>
+</ul>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
+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
+<a class="reference external" href="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**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h1><a class="toc-backref" href="#id5">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#id6">Authors</a></h2>
+<ul class="simple">
+<li>Pavlov Media</li>
+<li>Open Source Integrators</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
+<ul class="simple">
+<li>Patrick Wilson &lt;<a class="reference external" href="mailto:pwilson&#64;pavlovmedia.com">pwilson&#64;pavlovmedia.com</a>&gt;</li>
+<li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Wolfgang Hall &lt;<a class="reference external" href="mailto:whall&#64;opensourceintegrators.com">whall&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Sandip Mangukiya &lt;<a class="reference external" href="mailto:smangukiya&#64;opensourceintegrators.com">smangukiya&#64;opensourceintegrators.com</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="other-credits">
+<h2><a class="toc-backref" href="#id8">Other credits</a></h2>
+<p>The development of this module has been financially supported by:</p>
+<ul class="simple">
+<li>Pavlov Media</li>
+<li>Open Source Integrators</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<p>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.</p>
+<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
+<p><a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement">OCA/contract</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</body>
+</html>

agreement_legal/views/agreement.xml

@@ -0,0 +1,362 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement List View-->
+    <record model="ir.ui.view" id="partner_agreement_list_view">
+        <field name="name">Agreement List</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <tree string="Agreements" default_order='name'>
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="company_partner_id"/>
+                <field name="parent_agreement_id"/>
+                <field name="agreement_type_id"/>
+                <field name="agreement_subtype_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Form View -->
+    <record model="ir.ui.view" id="partner_agreement_form_view">
+        <field name="name">Agreement Form</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Form">
+                <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'}"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                    </div>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Agreement Name"/>
+                        <h1>
+                            <field name="name"/>
+                        </h1>
+                    </div>
+                    <group string="General">
+                        <group>
+                            <field name="code"/>
+                            <field name="reference" readonly="1"/>
+                            <field name="parent_agreement_id"
+                                   domain="[('partner_id', '=', partner_id)]"/>
+                            <field name="is_template"/>
+                        </group>
+                        <group>
+                            <field name="agreement_type_id"
+                                   widget="selection"
+                                   required="True"/>
+                            <field name="agreement_subtype_id"
+                                   widget="selection"
+                                   domain="[('agreement_type_id', '=', agreement_type_id)]"/>
+                            <field name="assigned_user_id"
+                                   attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
+                            <field name="active" invisible="1"/>
+                            <field name="state" invisible="1"/>
+                        </group>
+                    </group>
+                    <group string="Description">
+                        <field name="description"
+                               required="True"
+                               nolabel="1"/>
+                    </group>
+                    <group class="oe_edit_only">
+                        <group>
+                            <field name="field_id"
+                                   domain="[('model_id', '=', active_model),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"/>
+                            <field name="sub_object_id" readonly="1"/>
+                            <field name="sub_model_object_field_id"
+                                   domain="[('model_id', '=', sub_object_id),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"
+                                   attrs="{'readonly':[('sub_object_id', '=', False)],
+                                           'required':[('sub_object_id', '!=', False)]}"/>
+                            <field name="default_value"/>
+                            <field name="copyvalue"/>
+                        </group>
+                        <p>
+                            This section (on the left) allows you to add dynamic fields inside the description and special terms.
+                            <ol>
+                                <li>Select the agreement field</li>
+                                <li>Select the sub-field</li>
+                                <li>Enter the default value if the field is empty</li>
+                                <li>Copy and paste the placeholder expression in the description or the special terms</li>
+                            </ol>
+                        </p>
+                    </group>
+                    <group name="parties" string="Parties">
+                        <group name="partner"
+                               string="Partner">
+                            <div class="o_address_format">
+                                <field name="partner_id"
+                                       domain="[('customer', '=', True)]"
+                                       context="{'show_address': 1}"
+                                       options="{&quot;always_reload&quot;: True}"/>
+                            </div>
+                        </group>
+                        <group name="company"
+                               string="Company">
+                            <div class="o_address_format">
+                                <field name="company_partner_id"
+                                       readonly="1"
+                                       context="{'show_address': 1}"
+                                       options="{&quot;always_reload&quot;: True}"/>
+                            </div>
+                        </group>
+                        <group name="partner_left" string="Primary Contact">
+                            <field name="partner_contact_id" domain="[('parent_id', '=', partner_id)]" nolabel="1"/>
+                            <field name="partner_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="partner_contact_email" widget="email" readonly="1" nolabel="1"/>
+                        </group>
+                        <group name="contact_right" string="Primary Contact">
+                            <field name="company_contact_id" domain="[('parent_id', '=', company_partner_id)]" nolabel="1"/>
+                            <field name="company_contact_phone" widget="phone" readonly="1" nolabel="1"/>
+                            <field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
+                        </group>
+                    </group>
+                    <group name="term_information">
+                        <group name="termdates_left" string="Term Dates">
+                            <field name="start_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
+                            <field name="end_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
+                            <field name="expiration_notice"/>
+                            <field name="change_notice"/>
+                            <field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"/>
+                            <field name="termination_requested"/>
+                            <field name="termination_date"/>
+                        </group>
+                    </group>
+                    <group string="Special Terms">
+                        <field name="special_terms"
+                               nolabel="1"/>
+                    </group>
+                    <notebook>
+                        <page name="structure" string="Structure">
+                            <div>
+                                <button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
+                                <button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
+                            </div>
+                            <separator string="Recitals"/>
+                            <field name="recital_ids"
+                                   default_order="sequence"
+                                   nolabel="1"
+                                   context="{'default_agreement': active_id}"/>
+                            <separator string="Sections"/>
+                            <field name="sections_ids"
+                                   default_order='sequence'
+                                   nolabel="1"
+                                   context="{'default_agreement': active_id}"/>
+                            <separator string="Clauses"/>
+                            <field name="clauses_ids"
+                                   default_order='clause_id, sequence'
+                                   nolabel="1"
+                                   context="{'default_agreement': active_id}"/>
+                            <separator string="Appendices"/>
+                            <field name="appendix_ids"
+                                   default_order='sequence'
+                                   nolabel="1"
+                                   context="{'default_agreement': active_id}"/>
+                        </page>
+                        <page name="signature" string="Signatures">
+                            <group>
+                                <group string="Partner">
+                                    <field name="partner_signed_date"/>
+                                    <field name="partner_signed_user_id" domain="[('parent_id', '=', partner_id)]"/>
+                                </group>
+                                <group string="Company">
+                                    <field name="company_signed_date"/>
+                                    <field name="company_signed_user_id"/>
+                                    <field name="signed_contract" filename="signed_contract_filename"/>
+                                    <field name="signed_contract_filename" invisible="1"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page name="products" string="Products/Services">
+                            <field name="line_ids" nolabel="1">
+                                <tree editable="top">
+                                    <field name="product_id"/>
+                                    <field name="name"/>
+                                    <field name="qty"/>
+                                    <field name="uom_id" groups="uom.group_uom"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page name="child_agreements" string="Child Agreements">
+                            <field name="child_agreements_ids">
+                                <tree default_order='version desc'>
+                                    <field name="name"/>
+                                    <field name="version"/>
+                                    <field name="revision"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page name="old_versions" string="Revisions">
+                            <field name="previous_version_agreements_ids" string="Previouse Versions">
+                                <tree default_order='version desc'>
+                                    <field name="name"/>
+                                    <field name="version"/>
+                                    <field name="revision"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page name="performance" string="Performance">
+                            <p>This section is a place where financial records will show the current performance of this agreement.</p>
+                            <p>Perhaps include invoices with total vs costs? </p>
+                        </page>
+                    </notebook>
+                    <group string="Administration">
+                        <div>
+                            <p>Reviewed by <field name="reviewed_user_id" class="oe_inline"/> on <field name="reviewed_date" class="oe_inline"/>.</p>
+                            <p>Approved by <field name="approved_user_id" class="oe_inline"/> on <field name="approved_date" class="oe_inline"/>.</p>
+                        </div>
+                    </group>
+                    <footer>
+                        Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
+                        |  Created By: <field name="create_uid" readonly="True"/>
+                        |  Created On: <field name="create_date" readonly="True"/>
+                    </footer>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers"/>
+                    <field name="message_ids" widget="mail_thread"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Kanban View -->
+    <record id="view_project_agreement_kanban" model="ir.ui.view">
+        <field name="name">Agreement Kanban</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="stage_id">
+                <field name="color"/>
+                <field name="assigned_user_id"/>
+                <templates>
+                    <t t-name="kanban-box">
+                        <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
+                            <div class="oe_kanban_content">
+                                <div class="o_kanban_record_top">
+                                    <div class="o_kanban_record_headings">
+                                        <strong class="o_kanban_record_title">
+                                            <field name="name"/>
+                                        </strong><br/>
+                                        <div class="o_kanban_record_subtitle text-muted">
+                                            <field name="partner_id" invisible="context.get('default_partner_id', False)"/>
+                                            <t t-if="record.end_date.raw_value and record.end_date.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
+                                            <div t-attf-class="#{red || ''}">
+                                                <i><field name="end_date"/></i>
+                                            </div>
+                                        </div>
+                                    </div>
+                                    <div class="o_dropdown_kanban dropdown" groups="base.group_user">
+                                        <a role="button" class="dropdown-toggle btn" data-toggle="dropdown" href="#">
+                                            <span class="fa fa-ellipsis-v" aria-hidden="true"/>
+                                        </a>
+                                        <ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
+                                            <li t-if="widget.editable"><a type="edit">Edit</a></li>
+                                            <li class="divider"/>
+                                            <li class="dropdown-header">Record's Colour</li>
+                                            <li>
+                                                <ul class="oe_kanban_colorpicker" data-field="color"/>
+                                            </li>
+                                        </ul>
+                                    </div>
+                                </div>
+                                <div class="o_kanban_record_body">
+                                    <field name="agreement_type_id"/> - <field name="agreement_subtype_id"/>
+                                </div>
+                                <div class="o_kanban_record_bottom">
+                                    <div class="oe_kanban_bottom_left">
+                                        V: <field name="version"/>
+                                    </div>
+                                    <div class="oe_kanban_bottom_right">
+                                        <img t-att-src="kanban_image('res.users', 'image_small', record.assigned_user_id.raw_value)" t-att-title="record.assigned_user_id.value" width="36" height="36" class="oe_kanban_avatar" alt="user &amp; picture"/>
+                                    </div>
+                                </div>
+                            </div>
+                            <div class="oe_clear"/>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- Agreement Search View -->
+    <record model="ir.ui.view" id="partner_agreement_search_view">
+        <field name="name">Agreement Search</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Search">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="agreement_type_id"/>
+                <field name="agreement_subtype_id"/>
+                <filter name="filter_non_template" string="Non-Templates" domain="[('active','=',True),('is_template', '=', False)]"/>
+                <filter name="filter_inactive" string="Archived" domain="[('active','=',False)]"/>
+                <filter name="filter_templates" string="Templates" domain="[('active','=',True),('is_template', '=', True)]"/>
+                <filter name="group_partner_id" string="Partners" icon="terp-partner" context="{'group_by':'partner_id'}"/>
+                <filter name="group_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Agreement Reporting -->
+    <record id="agreement_graph_view" model="ir.ui.view">
+        <field name="name">agreement.graph</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <graph string="Agreements" type="bar">
+                <field name="stage_id" type="row"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="agreement_pivot_view" model="ir.ui.view">
+        <field name="name">agreement.pivot</field>
+        <field name="model">agreement</field>
+        <field name="arch" type="xml">
+            <pivot string="Agreements" display_quantity="true">
+                <field name="stage_id" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="action_agreement_report_order" model="ir.actions.act_window">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">graph,pivot</field>
+    </record>
+
+    <!-- actions opening views on models -->
+
+    <record model="ir.actions.act_window" id="agreement_dashboard_agreement">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', False)]</field>
+        <field name="view_mode">kanban,tree,form</field>
+    </record>
+
+    <record model="ir.actions.act_window" id="agreement_operations_agreement">
+        <field name="name">Agreements</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', False)]</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+    <record model="ir.actions.act_window" id="partner_agreement_agreement_templates">
+        <field name="name">Templates</field>
+        <field name="res_model">agreement</field>
+        <field name="domain">[('is_template', '=', True)]</field>
+        <!-- <field name="context">[('is_template', '=', True)]</field> -->
+        <field name="view_mode">tree,kanban,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_appendix.xml

@@ -0,0 +1,95 @@
+<?xml version="1.0" encoding="utf-8"?>
+
+<odoo>
+
+    <!-- Agreement Appendix List View-->
+    <record model="ir.ui.view" id="agreement_appendix_tree">
+        <field name="name">Agreement Appendix Tree</field>
+        <field name="model">agreement.appendix</field>
+        <field name="arch" type="xml">
+            <tree string="Appendices" default_order='agreement_id, sequence'>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="title"/>
+                <field name="agreement_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Appendix Form View -->
+    <record model="ir.ui.view" id="agreement_appendix_form">
+        <field name="name">Agreement Appendix Form</field>
+        <field name="model">agreement.appendix</field>
+        <field name="arch" type="xml">
+            <form string="Appendix">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
+                            <field name="active" widget="boolean_button" options="{&quot;terminology&quot;: &quot;archive&quot;}"/>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="title"/>
+                            <field name="agreement_id"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                        </group>
+                    </group>
+                    <field name="content" widget="html"/>
+                    <group class="oe_edit_only">
+                        <group>
+                            <field name="field_id"
+                                   domain="[('model_id', '=', active_model),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"/>
+                            <field name="sub_object_id" readonly="1"/>
+                            <field name="sub_model_object_field_id"
+                                   domain="[('model_id', '=', sub_object_id),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"
+                                   attrs="{'readonly':[('sub_object_id', '=', False)],
+                                           'required':[('sub_object_id', '!=', False)]}"/>
+                            <field name="default_value"/>
+                            <field name="copyvalue"/>
+                        </group>
+                        <p>
+                            This section (on the left) allows you to add dynamic fields inside the content.
+                            <ol>
+                                <li>Select the appendix field</li>
+                                <li>Select the sub-field</li>
+                                <li>Enter the default value if the field is empty</li>
+                                <li>Copy and paste the placeholder expression in the content</li>
+                            </ol>
+                        </p>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Appendix Search View -->
+    <record model="ir.ui.view" id="agreement_appendix_search">
+        <field name="name">Agreement Appendix Search</field>
+        <field name="model">agreement.appendix</field>
+        <field name="arch" type="xml">
+            <search>
+                <filter name="group_agreement" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="agreement_appendix_action">
+        <field name="name">Appendices</field>
+        <field name="res_model">agreement.appendix</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_clause.xml

@@ -0,0 +1,97 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Clause List View-->
+    <record model="ir.ui.view" id="partner_agreement_clause_list_view">
+        <field name="name">Agreement Clause List</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <tree string="Clauses" default_order='agreement_id, sequence'>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="title"/>
+                <field name="agreement_id"/>
+                <field name="section_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Clause Form View -->
+    <record model="ir.ui.view" id="partner_agreement_clause_form_view">
+        <field name="name">Agreement clause Form</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <form string="Clause">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
+                            <field name="active" widget="boolean_button" options="{&quot;terminology&quot;: &quot;archive&quot;}"/>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="title"/>
+                            <field name="agreement_id"/>
+                            <field name="section_id" domain="[('agreement_id', '=', agreement_id)]"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                        </group>
+                    </group>
+                    <field name="content" widget="html"/>
+                    <group class="oe_edit_only">
+                        <group>
+                            <field name="field_id"
+                                   domain="[('model_id', '=', active_model),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"/>
+                            <field name="sub_object_id" readonly="1"/>
+                            <field name="sub_model_object_field_id"
+                                   domain="[('model_id', '=', sub_object_id),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"
+                                   attrs="{'readonly':[('sub_object_id', '=', False)],
+                                           'required':[('sub_object_id', '!=', False)]}"/>
+                            <field name="default_value"/>
+                            <field name="copyvalue"/>
+                        </group>
+                        <p>
+                            This section (on the left) allows you to add dynamic fields inside the content.
+                            <ol>
+                                <li>Select the clause field</li>
+                                <li>Select the sub-field</li>
+                                <li>Enter the default value if the field is empty</li>
+                                <li>Copy and paste the placeholder expression in the content</li>
+                            </ol>
+                        </p>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Clause Search View -->
+    <record model="ir.ui.view" id="agreement_clause_search_view">
+        <field name="name">Agreement Clause Search</field>
+        <field name="model">agreement.clause</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Clause Search">
+                <filter name="group_agreement" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+                <filter name="group_section" icon="terp-partner" context="{'group_by':'section_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_clause">
+        <field name="name">Clauses</field>
+        <field name="res_model">agreement.clause</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_increasetype.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Increase Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_increasetype_list_view">
+        <field name="name">Agreement Increase Type List</field>
+        <field name="model">agreement.increasetype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name"/>
+                <field name="description"/>
+                <field name="increase_percent"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Increase Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_increasetype_form_view">
+        <field name="name">Agreement Increase Type Form</field>
+        <field name="model">agreement.increasetype</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Type Form">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                    </group>
+                    <group>
+                        <field name="increase_percent"/>
+                    </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="partner_agreement_action_increasetype">
+        <field name="name">Agreement Increase Type</field>
+        <field name="res_model">agreement.increasetype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_recital.xml

@@ -0,0 +1,94 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Recital List View-->
+    <record model="ir.ui.view" id="agreement_recital_tree">
+        <field name="name">Agreement Recital Tree</field>
+        <field name="model">agreement.recital</field>
+        <field name="arch" type="xml">
+            <tree string="Recitals" default_order='agreement_id, sequence'>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="title"/>
+                <field name="agreement_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Recital Form View -->
+    <record model="ir.ui.view" id="agreement_recital_form">
+        <field name="name">Agreement Recital Form</field>
+        <field name="model">agreement.recital</field>
+        <field name="arch" type="xml">
+            <form string="Recital">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
+                            <field name="active" widget="boolean_button" options="{&quot;terminology&quot;: &quot;archive&quot;}"/>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="title"/>
+                            <field name="agreement_id"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                        </group>
+                    </group>
+                    <field name="content" widget="html"/>
+                    <group class="oe_edit_only">
+                        <group>
+                            <field name="field_id"
+                                   domain="[('model_id', '=', active_model),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"/>
+                            <field name="sub_object_id" readonly="1"/>
+                            <field name="sub_model_object_field_id"
+                                   domain="[('model_id', '=', sub_object_id),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"
+                                   attrs="{'readonly':[('sub_object_id', '=', False)],
+                                           'required':[('sub_object_id', '!=', False)]}"/>
+                            <field name="default_value"/>
+                            <field name="copyvalue"/>
+                        </group>
+                        <p>
+                            This section (on the left) allows you to add dynamic fields inside the content.
+                            <ol>
+                                <li>Select the recital field</li>
+                                <li>Select the sub-field</li>
+                                <li>Enter the default value if the field is empty</li>
+                                <li>Copy and paste the placeholder expression in the content</li>
+                            </ol>
+                        </p>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Recital Search View -->
+    <record model="ir.ui.view" id="agreement_recital_search">
+        <field name="name">Agreement Recital Search</field>
+        <field name="model">agreement.recital</field>
+        <field name="arch" type="xml">
+            <search>
+                <filter name="group_agreement" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="agreement_recital_action">
+        <field name="name">Recitals</field>
+        <field name="res_model">agreement.recital</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_renewaltype.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Renewal Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_renewaltype_list_view">
+        <field name="name">Agreement Renewal Type List</field>
+        <field name="model">agreement.renewaltype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name"/>
+                <field name="description"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Renewal Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_renewaltype_form_view">
+        <field name="name">Agreement Renewal Type Form</field>
+        <field name="model">agreement.renewaltype</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Type Form">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                    </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="partner_agreement_action_renewaltype">
+        <field name="name">Agreement Renewal Type</field>
+        <field name="res_model">agreement.renewaltype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_section.xml

@@ -0,0 +1,109 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Sections List View-->
+    <record model="ir.ui.view" id="partner_agreement_section_list_view">
+        <field name="name">Agreement Section List</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <tree string="Sections" default_order='agreement_id, sequence'>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="title"/>
+                <field name="agreement_id"/>
+                <field name="active" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Sections Form View -->
+    <record model="ir.ui.view" id="partner_agreement_section_form_view">
+        <field name="name">Agreement Section Form</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <form string="Section">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
+                            <field name="active" widget="boolean_button" options="{&quot;terminology&quot;: &quot;archive&quot;}"/>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="title"/>
+                            <field name="agreement_id"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Content">
+                            <field name='content' nolabel="1"/>
+                            <group class="oe_edit_only">
+                                <group>
+                                    <field name="field_id"
+                                           domain="[('model_id', '=', active_model),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"/>
+                                    <field name="sub_object_id" readonly="1"/>
+                                    <field name="sub_model_object_field_id"
+                                           domain="[('model_id', '=', sub_object_id),
+                                            ('ttype', '!=', 'one2many'),
+                                            ('ttype', '!=', 'many2many')]"
+                                           attrs="{'readonly':[('sub_object_id', '=', False)],
+                                           'required':[('sub_object_id', '!=', False)]}"/>
+                                    <field name="default_value"/>
+                                    <field name="copyvalue"/>
+                                </group>
+                                <p>
+                                    This section (on the left) allows you to add dynamic fields inside the content.
+                                    <ol>
+                                        <li>Select the section field</li>
+                                        <li>Select the sub-field</li>
+                                        <li>Enter the default value if the field is empty</li>
+                                        <li>Copy and paste the placeholder expression in the content</li>
+                                    </ol>
+                                </p>
+                            </group>
+                        </page>
+                        <page string="Clauses">
+                            <field name="clauses_ids"
+                                   nolabel="1"
+                                   context="{'default_section_id': active_id, 'default_agreement_id': agreement_id}">
+                                <tree>
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="title"/>
+                                </tree>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Agreement Section Search View -->
+    <record model="ir.ui.view" id="partner_agreement_section_search_view">
+        <field name="name">Agreement Section Search</field>
+        <field name="model">agreement.section</field>
+        <field name="arch" type="xml">
+            <search string="Agreement Section Search">
+                <filter name="group_agreement" string="Agreements" icon="terp-partner" context="{'group_by':'agreement_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_section">
+        <field name="name">Agreement Sections</field>
+        <field name="res_model">agreement.section</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_stages.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Stage List View-->
+    <record model="ir.ui.view" id="partner_agreement_stage_list_view">
+        <field name="name">Agreement Stage List</field>
+        <field name="model">agreement.stage</field>
+        <field name="arch" type="xml">
+            <tree default_order='sequence, name'>
+                <field name="sequence" widget="handle"/>
+                <field name="name" string="Stage Name"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Stage Form View -->
+    <record model="ir.ui.view" id="partner_agreement_stage_form_view">
+        <field name="name">Agreement Stage Form</field>
+        <field name="model">agreement.stage</field>
+        <field name="arch" type="xml">
+            <form string="Agreements Stage Form">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only" string="Stage Name"/>
+                        <h1><field name="name" string="Stage Name"/></h1>
+                    </div>
+                    <group>
+                        <field name="sequence"/>
+                        <field name="fold"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_stage">
+        <field name="name">Agreement Stage</field>
+        <field name="res_model">agreement.stage</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_subtype.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Sub Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_subtype_list_view">
+        <field name="name">Agreement Subtype List</field>
+        <field name="model">agreement.subtype</field>
+        <field name="arch" type="xml">
+            <tree default_order='name'>
+                <field name="name" string="Sub-Type Name"/>
+                <field name="agreement_type_id" string="Agreement Type"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Sub Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_subtype_form_view">
+        <field name="name">Agreement Sub Type Form</field>
+        <field name="model">agreement.subtype</field>
+        <field name="arch" type="xml">
+            <form string="Agreement Sub-Types">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                        <field name="agreement_type_id"/>
+                            </group>
+                        <group></group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_subtype">
+        <field name="name">Agreement Sub-Types</field>
+        <field name="res_model">agreement.subtype</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/agreement_type.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Agreement Type List View-->
+    <record model="ir.ui.view" id="partner_agreement_type_list_view">
+        <field name="name">Agreement Type List</field>
+        <field name="model">agreement.type</field>
+        <field name="arch" type="xml">
+            <tree string="Agreement Types" default_order='name'>
+                <field name="name" string="Type Name"/>
+                <field name="agreement_subtypes_ids" string="Sub-Types"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Type Form View -->
+    <record model="ir.ui.view" id="partner_agreement_type_form_view">
+        <field name="name">Agreement Type Form</field>
+        <field name="model">agreement.type</field>
+        <field name="arch" type="xml">
+            <form string="Agreement Type">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name" class="oe_edit_only"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <field name="agreement_subtypes_ids"
+                           nolabel="1">
+                        <tree editable="bottom">
+                            <field name="name"/>
+                        </tree>
+                    </field>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Actions opening views on models -->
+    <record model="ir.actions.act_window" id="partner_agreement_action_type">
+        <field name="name">Agreement Types</field>
+        <field name="res_model">agreement.type</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_legal/views/menu.xml

@@ -0,0 +1,147 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Remove top menu from agreement module -->
+    <!-- <delete model="ir.ui.menu" id="agreement.agreement_menu" /> -->
+
+    <!-- Top menu item -->
+    <menuitem
+            name="Agreements"
+            id="agreement.agreement_menu"
+            web_icon="agreement,static/description/icon.png"
+            sequence="80"
+            action="agreement_dashboard_agreement"
+            groups="agreement_legal.group_agreement_user"/>
+    <!-- Dashboard -->
+    <menuitem
+            name="Dashboard"
+            id="agreement_dashboard"
+            parent="agreement.agreement_menu"
+            sequence="10"/>
+    <menuitem
+            name="Agreements"
+            id="dashboard_agreements"
+            parent="agreement_dashboard"
+            sequence="10"
+            action="agreement_dashboard_agreement"/>
+
+    <!-- Operations -->
+    <menuitem
+            name="Operations"
+            id="agreement_operations"
+            parent="agreement.agreement_menu"
+            sequence="20"/>
+    <menuitem
+            name="Agreements"
+            id="operations_agreements"
+            parent="agreement_operations"
+            sequence="10"
+            action="agreement_operations_agreement"/>
+
+    <!-- Master Data -->
+    <menuitem
+            name="Master Data"
+            id="agreement_masterdata"
+            parent="agreement.agreement_menu"
+            sequence="30"/>
+    <menuitem
+            name="Contents"
+            id="agreement_data_contents"
+            parent="agreement_masterdata"
+            sequence="10"/>
+    <menuitem
+            name="Recitals"
+            id="agreement_recitals"
+            parent="agreement_data_contents"
+            sequence="10"
+            action="agreement_recital_action"/>
+    <menuitem
+            name="Clauses"
+            id="agreement_clauses"
+            parent="agreement_data_contents"
+            sequence="20"
+            action="partner_agreement_action_clause"/>
+    <menuitem
+            name="Sections"
+            id="agreement_sections"
+            parent="agreement_data_contents"
+            sequence="30"
+            action="partner_agreement_action_section"/>
+    <menuitem
+            name="Appendices"
+            id="agreement_appendices"
+            parent="agreement_data_contents"
+            sequence="40"
+            action="agreement_appendix_action"/>
+    <menuitem
+            name="Products"
+            id="agreement_products"
+            sequence="100"
+            parent="agreement_masterdata"
+            action="product.product_template_action"/>
+
+    <!-- Reporting -->
+    <menuitem
+            name="Reporting"
+            id="agreement_reporting"
+            sequence="40"
+            parent="agreement.agreement_menu"
+            groups="agreement_legal.group_agreement_manager"/>
+
+    <menuitem
+            name="Agreements"
+            id="agreement_agreement_reporting"
+            sequence="10"
+            parent="agreement_reporting"
+            action="action_agreement_report_order"/>
+
+    <!-- Configuration -->
+    <menuitem
+            name="Configuration"
+            id="agreement_configuration"
+            sequence="50"
+            parent="agreement.agreement_menu"
+            groups="agreement_legal.group_agreement_manager"/>
+    <menuitem
+            name="Settings"
+            id="agreement_settings"
+            sequence="10"
+            parent="agreement_configuration"
+            action="agreement_legal.action_agreement_config"/>
+    <menuitem
+            name="Templates"
+            id="template"
+            parent="agreement_configuration"
+            sequence="20"
+            action="partner_agreement_agreement_templates"/>
+    <menuitem
+            name="Renewal Types"
+            id="agreement_renewaltype"
+            parent="agreement_configuration"
+            sequence="30"
+            action="partner_agreement_action_renewaltype"/>
+    <menuitem
+            name="Increase Types"
+            id="agreement_increamenttypes"
+            parent="agreement_configuration"
+            sequence="31"
+            action="partner_agreement_action_increasetype"/>
+    <menuitem
+            name="Stages"
+            id="agreement_stages"
+            parent="agreement_configuration"
+            sequence="40"
+            action="partner_agreement_action_stage"/>
+    <menuitem
+            name="Types"
+            id="agreement_types"
+            parent="agreement_configuration"
+            sequence="50"
+            action="partner_agreement_action_type"/>
+    <menuitem
+            name="Sub-Types"
+            id="agreement_subtypes"
+            parent="agreement_configuration"
+            sequence="60"
+            action="partner_agreement_action_subtype"/>
+</odoo>

agreement_legal/views/res_config_settings.xml

@@ -0,0 +1,161 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.agreement</field>
+        <field name="model">res.config.settings</field>
+        <field name="priority" eval="40"/>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[hasclass('settings')]" position="inside">
+                <div class="app_settings_block"
+                     data-string="Agreements"
+                     string="Agreements"
+                     data-key="agreement"
+                     groups="agreement_legal.group_agreement_manager">
+                    <h2>Operations</h2>
+                    <div class="row mt16 o_settings_container">
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="group_uom"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="group_uom"/>
+                                <div class="text-muted">
+                                    Sell and purchase products in different units of measure
+                                </div>
+                                <div class="content-group">
+                                    <div class="mt16" attrs="{'invisible': [('group_uom', '=', False)]}">
+                                        <button name="%(uom.product_uom_form_action)d" icon="fa-arrow-right" type="action" string="Units Of Measure" class="btn-link"/>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <h2>Advanced Features</h2>
+                    <div class="row mt16 o_settings_container">
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_sale"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Sales"/>
+                                <div class="text-muted">
+                                    Create an agreement when the sales order is confirmed
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box"
+                             attrs="{'invisible': [('module_agreement_sale', '!=', True)]}">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_sale_subscription"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Sale Subscriptions"/>
+                                <div class="text-muted">
+                                    Link your subscriptions to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_fieldservice_agreement"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Field Service"/>
+                                <div class="text-muted">
+                                    Link your Field Service orders and equipments to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_stock"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Inventory"/>
+                                <div class="text-muted">
+                                    Link your transfers to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_rma"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Returns"/>
+                                <div class="text-muted">
+                                    Link your returns to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_maintenance"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Maintenance"/>
+                                <div class="text-muted">
+                                    Manage maintenance agreements and contracts
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_mrp"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Manufacturing"/>
+                                <div class="text-muted">
+                                    Link your manufacturing orders to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_repair"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Repair"/>
+                                <div class="text-muted">
+                                    Link your repair orders to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_agreement_project"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Project"/>
+                                <div class="text-muted">
+                                    Link your projects and tasks to an agreement
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-xs-12 col-md-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_helpdesk_agreement"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="" string="Helpdesk"/>
+                                <div class="text-muted">
+                                    Link your Helpdesk tickets to an agreement
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </xpath>
+        </field>
+    </record>
+
+    <act_window id="action_agreement_config"
+                name="Settings"
+                res_model="res.config.settings"
+                view_mode="form"
+                target="inline"
+                context="{'module': 'agreement'}"/>
+
+</odoo>

agreement_legal/views/res_partner.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record model="ir.ui.view" id="partner_form">
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='internal_notes']" position="after">
+                <page name="agreement" string="Agreements">
+                    <group>
+                        <field name="agreement_ids" nolabel="1"/>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+</odoo>