OCA
/
contract
5
0
Fork 0
Code Issues Pull Requests Releases Wiki Activity
Browse Source

[IMP] Menu and report

pull/194/head
Maxime Chambreuil 6 years ago
parent
6a50096a99
commit
b89e68712c
7 changed files with 153 additions and 82 deletions
Whitespace
Show all changes Ignore whitespace when comparing lines Ignore changes in amount of whitespace Ignore changes in whitespace at EOL
Unified View
Diff Options
Show Stats Download Patch File Download Diff File
  1. 1
      agreement/__manifest__.py
  2. 23
      agreement/models/__init__.py
  3. 8
      agreement/models/res_config_settings.py
  4. 122
      agreement/views/agreement.xml
  5. 16
      agreement/views/menu.xml
  6. 37
      agreement/views/reports.xml
  7. 28
      agreement/views/res_config_settings.xml

1
agreement/__manifest__.py
View File

@ -22,6 +22,7 @@
"data/module_category.xml", "data/module_category.xml",
"security/res_groups.xml", "security/res_groups.xml",
"security/ir.model.access.csv", "security/ir.model.access.csv",
'views/res_config_settings.xml',
"views/reports.xml", "views/reports.xml",
"views/agreement.xml", "views/agreement.xml",
"views/agreement_clause.xml", "views/agreement_clause.xml",

23
agreement/models/__init__.py
View File

@ -1,12 +1,15 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import partner_agreement
from . import agreement_clause
from . import agreement_section
from . import agreement_stage
from . import agreement_type
from . import agreement_subtype
from . import res_partner
from . import product_template
from . import agreement_renewaltype
from . import agreement_increasetype
from . import (
res_config_settings,
agreement,
agreement_clause,
agreement_section,
agreement_stage,
agreement_type,
agreement_subtype,
res_partner,
product_template,
agreement_renewaltype,
agreement_increasetype,
)

8
agreement/models/res_config_settings.py
View File

@ -0,0 +1,8 @@
# Copyright (C) 2018 - TODAY, Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import models
class ResConfigSettings(models.TransientModel):
_inherit = 'res.config.settings'

122
agreement/views/agreement.xml
View File

@ -27,7 +27,7 @@
<header> <header>
<button string="New Version" type="object" name="create_new_version" class="oe_highlight" attrs="{'invisible': [('state', '=', 'active')]}"/> <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)]}"/> <button string="New Agreement" type="object" name="create_new_agreement" class="oe_highlight" attrs="{'invisible': [('is_template', '=', False)]}"/>
<field name="state" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
<field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
</header> </header>
<sheet> <sheet>
<div class="oe_title"> <div class="oe_title">
@ -37,36 +37,43 @@
</h1> </h1>
</div> </div>
<group string="General" colspan="2" col="4"> <group string="General" colspan="2" col="4">
<field name="contract_id" string="Internal ID"/>
<field name="stage_id" widget="selection" requried="True"/>
<field name="parent_agreement_id" domain="[('customer_id', '=', customer_id)]"/>
<field name="agreement_type_id" widget="selection" requried="True"/>
<field name="assigned_user_id" attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
<field name="agreement_subtype_id" widget="selection" domain="[('agreement_type_id', '=', agreement_type_id)]"/>
<field name="active" invisible="1"/>
<field name="contract_id"
string="Internal ID"/>
<field name="parent_agreement_id"
domain="[('customer_id', '=', customer_id)]"/>
<field name="agreement_type_id"
widget="selection"
required="True"/>
<field name="assigned_user_id"
attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
<field name="agreement_subtype_id"
widget="selection"
domain="[('agreement_type_id', '=', agreement_type_id)]"/>
<field name="active" invisible="1"/>
<field name="state" invisible="1"/>
</group> </group>
<group> <group>
<field name="description" string="Description" requried="True"/>
<field name="description"
string="Description"
required="True"/>
</group> </group>
<group name="customer_vendor_information"> <group name="customer_vendor_information">
<group name="customer_left" string="Customer Information">
<group name="customer_left"
string="Customer Information">
<div class="o_address_format"> <div class="o_address_format">
<field name="customer_id" domain="[('customer', '=', True)]"/>
<field name="customer_street" placeholder="Street..." class="o_address_street" readonly="1"/>
<field name="customer_street2" placeholder="Street 2..." class="o_address_street" readonly="1"/>
<field name="customer_city" placeholder="City" class="o_address_city" readonly="1"/>
<field name="customer_state_id" class="o_address_state" placeholder="State" options="{&quot;no_open&quot;: True}" readonly="1"/>
<field name="customer_zip" placeholder="ZIP" class="o_address_zip" readonly="1"/>
<field name="customer_id"
domain="[('customer', '=', True)]"
context="{'show_address': 1}"
options="{&quot;always_reload&quot;: True}"/>
</div> </div>
</group> </group>
<group name="vendor_right" string="Vendor Information">
<group name="vendor_right"
string="Vendor Information">
<div class="o_address_format"> <div class="o_address_format">
<field name="vendor_id" domain="[('supplier', '=', True)]"/>
<field name="vendor_street" placeholder="Street..." class="o_address_street" readonly="1"/>
<field name="vendor_street2" placeholder="Street 2..." class="o_address_street" readonly="1"/>
<field name="vendor_city" placeholder="City" class="o_address_city" readonly="1"/>
<field name="vendor_state_id" class="o_address_state" placeholder="State" options="{&quot;no_open&quot;: True}" readonly="1"/>
<field name="vendor_zip" placeholder="ZIP" class="o_address_zip" readonly="1"/>
<field name="vendor_id"
domain="[('supplier', '=', True)]"
context="{'show_address': 1}"
options="{&quot;always_reload&quot;: True}"/>
</div> </div>
</group> </group>
<group name="contact_left" string="Primary Contact"> <group name="contact_left" string="Primary Contact">
@ -82,8 +89,8 @@
</group> </group>
<group name="term_information"> <group name="term_information">
<group name="termdates_left" string="Term Dates"> <group name="termdates_left" string="Term Dates">
<field name="start_date" requried="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
<field name="end_date" requried="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
<field name="start_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
<field name="end_date" required="True" attrs="{'required': [('is_template', '=', False)], 'readonly':[('is_template', '=', True)]}"/>
<field name="expiration_notice"/> <field name="expiration_notice"/>
<field name="change_notice"/> <field name="change_notice"/>
<field name="notification_address_id" domain="['|',('parent_id','=',customer_id),('parent_id','=',vendor_id)]"/> <field name="notification_address_id" domain="['|',('parent_id','=',customer_id),('parent_id','=',vendor_id)]"/>
@ -99,22 +106,14 @@
</group> </group>
</group> </group>
<group> <group>
<field name="special_terms"/>
<field name="special_terms"/>
</group> </group>
<notebook> <notebook>
<page name="contract_document" string="Contract Document">
<page name="structure" string="Structure">
<div> <div>
<button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/> <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"/> <button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
</div> </div>
<group colspan="2" col="4">
<field name="customer_signed_date"/>
<field name="company_signed_date"/>
<field name="customer_signed_user_id" domain="[('parent_id', '=', customer_id)]"/>
<field name="company_signed_user_id"/>
<field name="signed_contract" filename="signed_contract_filename"/>
<field name="signed_contract_filename" invisible="1"/>
</group>
<group colspan="2" col="2" default_order='section_sequence'> <group colspan="2" col="2" default_order='section_sequence'>
<field name="sections_ids" string="Contract Sections" context="{'default_agreement': active_id}"> <field name="sections_ids" string="Contract Sections" context="{'default_agreement': active_id}">
<tree default_order='section_sequence'> <tree default_order='section_sequence'>
@ -133,6 +132,16 @@
</field> </field>
</group> </group>
</page> </page>
<page name="signature" string="Signatures">
<group colspan="2" col="4">
<field name="customer_signed_date"/>
<field name="company_signed_date"/>
<field name="customer_signed_user_id" domain="[('parent_id', '=', customer_id)]"/>
<field name="company_signed_user_id"/>
<field name="signed_contract" filename="signed_contract_filename"/>
<field name="signed_contract_filename" invisible="1"/>
</group>
</page>
<page name="products" string="MRC and NRC Products"> <page name="products" string="MRC and NRC Products">
<group string="Financial Details" colspan="2" col="4"> <group string="Financial Details" colspan="2" col="4">
<field name="total_company_mrc"/> <field name="total_company_mrc"/>
@ -143,10 +152,10 @@
<field name="contract_value" readonly="1"/> <field name="contract_value" readonly="1"/>
</group> </group>
<group> <group>
<field name="sale_order_id" domain="[('partner_id', '=', customer_id)]"/>
<field name="sale_order_id" domain="[('partner_id', '=', customer_id)]"/>
</group> </group>
<group string="Sales Order Lines"> <group string="Sales Order Lines">
<field name="order_lines_services_ids" nolabel="1" readonly="1"/>
<field name="order_lines_services_ids" nolabel="1" readonly="1"/>
</group> </group>
</page> </page>
<page colspan="2" col="4" name="child_agreements" string="Child Agreements"> <page colspan="2" col="4" name="child_agreements" string="Child Agreements">
@ -168,16 +177,16 @@
</field> </field>
</page> </page>
<page colspan="2" col="4" name="peformance" string="Performance"> <page colspan="2" col="4" name="peformance" string="Performance">
<p>This section is a place where finincial records will show the current performance of this agreement. </p>
<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> <p>Perhaps include invoices with total vs costs? </p>
</page> </page>
</notebook> </notebook>
<group colspan="2" col="4" string="Administration"> <group colspan="2" col="4" string="Administration">
<field name="reviewed_date"/>
<field name="approved_date"/>
<field name="reviewed_user_id"/>
<field name="approved_user_id"/>
<field name="is_template"/>
<field name="reviewed_date"/>
<field name="approved_date"/>
<field name="reviewed_user_id"/>
<field name="approved_user_id"/>
<field name="is_template"/>
</group> </group>
<footer> <footer>
Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/> Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
@ -237,14 +246,14 @@
</div> </div>
<div class="o_kanban_record_bottom"> <div class="o_kanban_record_bottom">
<div class="oe_kanban_bottom_left"> <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"/>
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"/>
</div>
</div> </div>
</div> </div>
</div>
<div class="oe_clear"/>
<div class="oe_clear"/>
</div> </div>
</t> </t>
</templates> </templates>
@ -281,17 +290,24 @@
</record> </record>
<!-- actions opening views on models --> <!-- actions opening views on models -->
<record model="ir.actions.act_window" id="partner_agreement_agreement">
<record model="ir.actions.act_window" id="agreement_dashboard_agreement">
<field name="name">Agreements</field> <field name="name">Agreements</field>
<field name="res_model">agreement</field> <field name="res_model">agreement</field>
<field name="context">{"search_default_filter_non_template":1}</field>
<field name="domain">[('is_template', '=', False)]</field>
<field name="view_mode">kanban,tree,form</field> <field name="view_mode">kanban,tree,form</field>
</record> </record>
<record model="ir.actions.act_window" id="partner_agreement_agreement_templates">
<record model="ir.actions.act_window" id="agreement_operations_agreement">
<field name="name">Agreements</field> <field name="name">Agreements</field>
<field name="res_model">agreement</field> <field name="res_model">agreement</field>
<field name="context">{"search_default_filter_templates":1}</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="view_mode">tree,kanban,form</field> <field name="view_mode">tree,kanban,form</field>
</record> </record>

16
agreement/views/menu.xml
View File

@ -15,6 +15,12 @@
id="agreement_dashboard" id="agreement_dashboard"
parent="agreement_root" parent="agreement_root"
sequence="10"/> sequence="10"/>
<menuitem
name="Agreements"
id="dashboard_agreements"
parent="agreement_dashboard"
sequence="10"
action="agreement_dashboard_agreement"/>
<!-- Operations --> <!-- Operations -->
<menuitem <menuitem
@ -24,10 +30,10 @@
sequence="20"/> sequence="20"/>
<menuitem <menuitem
name="Agreements" name="Agreements"
id="agreements"
id="operations_agreements"
parent="agreement_operations" parent="agreement_operations"
sequence="10" sequence="10"
action="partner_agreement_agreement"/>
action="agreement_operations_agreement"/>
<!-- Master Data --> <!-- Master Data -->
<menuitem <menuitem
@ -68,6 +74,12 @@
sequence="50" sequence="50"
parent="agreement_root" parent="agreement_root"
groups="agreement.group_agreement_manager"/> groups="agreement.group_agreement_manager"/>
<menuitem
name="Settings"
id="agreement_settings"
sequence="10"
parent="agreement_configuration"
action="agreement.action_agreement_config"/>
<menuitem <menuitem
name="Templates" name="Templates"
id="template" id="template"

37
agreement/views/reports.xml
View File

@ -1,21 +1,21 @@
<?xml version="1.0"?> <?xml version="1.0"?>
<odoo> <odoo>
<report
id="partner_agreement_contract_document"
model="agreement"
string="Contract Document"
name="agreement.report_agreement_document"
file="agreement.report_agreement_document"
report_type="qweb-pdf"/>
<report
id="partner_agreement_contract_document"
model="agreement"
string="Contract Document"
name="agreement.report_agreement_document"
file="agreement.report_agreement_document"
report_type="qweb-pdf"/>
<report <report
id="partner_agreement_contract_document_preview"
model="agreement"
string="Contract Document Preview"
name="agreement.report_agreement_document"
file="agreement.report_agreement_document"
report_type="qweb-html"/>
id="partner_agreement_contract_document_preview"
model="agreement"
string="Contract Document Preview"
name="agreement.report_agreement_document"
file="agreement.report_agreement_document"
report_type="qweb-html"/>
<template id="report_agreement_document"> <template id="report_agreement_document">
<t t-name="agreement.report_agreement_document"> <t t-name="agreement.report_agreement_document">
@ -23,17 +23,20 @@
<t t-foreach="docs" t-as="doc"> <t t-foreach="docs" t-as="doc">
<t t-call="web.external_layout"> <t t-call="web.external_layout">
<div class="page"> <div class="page">
<h3>!!! THIS IS JUST AN EXAMPLE REPORT TO SHOW HOW SECTIONS/CLAUSES CAN LOOK. MORE WORK IS NEEDED FOR FORMATTING</h3>
<h1 t-field="doc.name"/>
<h2>Parties</h2>
<h3>Company Information</h3>
<h3>Customer Information</h3>
<table class="table table-condensed"> <table class="table table-condensed">
<tbody class="section_tbody"> <tbody class="section_tbody">
<tr t-foreach="doc.sections_ids" t-as="s"> <tr t-foreach="doc.sections_ids" t-as="s">
<h3 t-field="s.name"/>
<h2 t-field="s.name"/>
<span t-field="s.content"/> <span t-field="s.content"/>
<table class="table table-condensed"> <table class="table table-condensed">
<tbody class="clause_tbody"> <tbody class="clause_tbody">
<tr t-foreach="s.clauses_ids" t-as="c"> <tr t-foreach="s.clauses_ids" t-as="c">
<h4 style="padding:20px" t-field="c.name"/>
<h5 style="padding:20px" t-field="c.content"/>
<h3 style="padding:20px" t-field="c.name"/>
<h4 style="padding:20px" t-field="c.content"/>
</tr> </tr>
</tbody> </tbody>
</table> </table>

28
agreement/views/res_config_settings.xml
View File

@ -0,0 +1,28 @@
<?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.group_agreement_manager">
</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>
Write Preview
Loading…
Cancel
Save