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@ -17,159 +17,123 @@ class Agreement(models.Model): |
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string="Is a Template?", |
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default=False, |
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copy=False, |
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help="Make this agreement a template.", |
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) |
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help="Make this agreement a template.") |
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version = fields.Integer( |
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string="Version", |
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default=1, |
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copy=False, |
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help="The versions are used to keep track of document history and " |
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"previous versions can be referenced.", |
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) |
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"previous versions can be referenced.") |
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revision = fields.Integer( |
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string="Revision", |
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default=0, |
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copy=False, |
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help="The revision will increase with every save event.", |
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) |
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help="The revision will increase with every save event.") |
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description = fields.Text( |
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string="Description", |
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track_visibility="onchange", |
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help="Description of the agreement", |
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) |
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help="Description of the agreement") |
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dynamic_description = fields.Text( |
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compute="_compute_dynamic_description", |
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string="Dynamic Description", |
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help="Compute dynamic description", |
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) |
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help="Compute dynamic description") |
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start_date = fields.Date( |
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string="Start Date", |
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track_visibility="onchange", |
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help="When the agreement starts.", |
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) |
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help="When the agreement starts.") |
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end_date = fields.Date( |
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string="End Date", |
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track_visibility="onchange", |
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help="When the agreement ends.", |
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) |
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color = fields.Integer() |
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help="When the agreement ends.") |
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color = fields.Integer(string="Color") |
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active = fields.Boolean( |
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string="Active", |
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default=True, |
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help="If unchecked, it will allow you to hide the agreement without " |
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"removing it.", |
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) |
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"removing it.") |
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company_signed_date = fields.Date( |
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string="Signed on", |
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track_visibility="onchange", |
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help="Date the contract was signed by Company.", |
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) |
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help="Date the contract was signed by Company.") |
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partner_signed_date = fields.Date( |
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string="Signed on", |
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string="Signed on (Partner)", |
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track_visibility="onchange", |
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help="Date the contract was signed by the Partner.", |
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) |
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help="Date the contract was signed by the Partner.") |
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term = fields.Integer( |
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string="Term (Months)", |
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track_visibility="onchange", |
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help="Number of months this agreement/contract is in effect with the " |
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"partner.", |
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) |
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"partner.") |
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expiration_notice = fields.Integer( |
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string="Exp. Notice (Days)", |
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track_visibility="onchange", |
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help="Number of Days before expiration to be notified.", |
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) |
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help="Number of Days before expiration to be notified.") |
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change_notice = fields.Integer( |
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string="Change Notice (Days)", |
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track_visibility="onchange", |
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help="Number of Days to be notified before changes.", |
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) |
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help="Number of Days to be notified before changes.") |
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special_terms = fields.Text( |
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string="Special Terms", |
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track_visibility="onchange", |
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help="Any terms that you have agreed to and want to track on the " |
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"agreement/contract.", |
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) |
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"agreement/contract.") |
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dynamic_special_terms = fields.Text( |
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compute="_compute_dynamic_special_terms", |
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string="Dynamic Special Terms", |
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help="Compute dynamic special terms", |
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) |
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help="Compute dynamic special terms") |
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code = fields.Char( |
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string="Reference", |
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required=True, |
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default=lambda self: _("New"), |
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track_visibility="onchange", |
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copy=False, |
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help="ID used for internal contract tracking.", |
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) |
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help="ID used for internal contract tracking.") |
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increase_type_id = fields.Many2one( |
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"agreement.increasetype", |
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string="Increase Type", |
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track_visibility="onchange", |
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help="The amount that certain rates may increase.", |
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) |
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help="The amount that certain rates may increase.") |
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termination_requested = fields.Date( |
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string="Termination Requested Date", |
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track_visibility="onchange", |
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help="Date that a request for termination was received.", |
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) |
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help="Date that a request for termination was received.") |
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termination_date = fields.Date( |
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string="Termination Date", |
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track_visibility="onchange", |
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help="Date that the contract was terminated.", |
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) |
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help="Date that the contract was terminated.") |
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reviewed_date = fields.Date( |
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string="Reviewed Date", track_visibility="onchange" |
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) |
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string="Reviewed Date", track_visibility="onchange") |
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reviewed_user_id = fields.Many2one( |
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"res.users", string="Reviewed By", track_visibility="onchange" |
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) |
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"res.users", string="Reviewed By", track_visibility="onchange") |
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approved_date = fields.Date( |
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string="Approved Date", track_visibility="onchange" |
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) |
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string="Approved Date", track_visibility="onchange") |
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approved_user_id = fields.Many2one( |
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"res.users", string="Approved By", track_visibility="onchange" |
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) |
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"res.users", string="Approved By", track_visibility="onchange") |
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currency_id = fields.Many2one("res.currency", string="Currency") |
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partner_id = fields.Many2one( |
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"res.partner", |
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string="Partner", |
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required=False, |
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copy=True, |
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help="The customer or vendor this agreement is related to.", |
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) |
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company_partner_id = fields.Many2one( |
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"res.partner", |
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string="Company", |
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copy=True, |
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default=lambda self: self.env.user.company_id.partner_id, |
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) |
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help="The customer or vendor this agreement is related to.") |
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partner_contact_id = fields.Many2one( |
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"res.partner", |
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string="Partner Contact", |
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copy=True, |
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help="The primary partner contact (If Applicable).", |
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) |
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help="The primary partner contact (If Applicable).") |
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partner_contact_phone = fields.Char( |
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related="partner_contact_id.phone", string="Phone" |
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) |
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related="partner_contact_id.phone", string="Partner Phone") |
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partner_contact_email = fields.Char( |
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related="partner_contact_id.email", string="Email" |
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) |
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related="partner_contact_id.email", string="Partner Email") |
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company_contact_id = fields.Many2one( |
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"res.partner", |
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string="Company Contact", |
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copy=True, |
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help="The primary contact in the company.", |
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) |
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help="The primary contact in the company.") |
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company_contact_phone = fields.Char( |
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related="company_contact_id.phone", string="Phone" |
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) |
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related="company_contact_id.phone", string="Phone") |
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company_contact_email = fields.Char( |
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related="company_contact_id.email", string="Email" |
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) |
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related="company_contact_id.email", string="Email") |
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use_parties_content = fields.Boolean( |
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string="Use parties content", |
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help="Use custom content for parties") |
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@ -178,12 +142,12 @@ class Agreement(models.Model): |
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deftext = """ |
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<h3>Company Information</h3> |
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<p> |
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${object.company_partner_id.name or ''}.<br> |
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${object.company_partner_id.street or ''} <br> |
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${object.company_partner_id.state_id.code or ''} |
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${object.company_partner_id.zip or ''} |
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${object.company_partner_id.city or ''}<br> |
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${object.company_partner_id.country_id.name or ''}.<br><br> |
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${object.company_id.partner_id.name or ''}.<br> |
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${object.company_id.partner_id.street or ''} <br> |
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${object.company_id.partner_id.state_id.code or ''} |
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${object.company_id.partner_id.zip or ''} |
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${object.company_id.partner_id.city or ''}<br> |
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${object.company_id.partner_id.country_id.name or ''}.<br><br> |
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Represented by <b>${object.company_contact_id.name or ''}.</b> |
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</p> |
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<p></p> |
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@ -203,137 +167,112 @@ class Agreement(models.Model): |
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string="Parties", |
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track_visibility="onchange", |
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default=_get_default_parties, |
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help="Parties of the agreement", |
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) |
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help="Parties of the agreement") |
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dynamic_parties = fields.Html( |
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compute="_compute_dynamic_parties", |
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string="Dynamic Parties", |
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help="Compute dynamic parties", |
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) |
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help="Compute dynamic parties") |
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agreement_type_id = fields.Many2one( |
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"agreement.type", |
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string="Agreement Type", |
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track_visibility="onchange", |
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help="Select the type of agreement.", |
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) |
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help="Select the type of agreement.") |
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agreement_subtype_id = fields.Many2one( |
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"agreement.subtype", |
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string="Agreement Sub-type", |
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track_visibility="onchange", |
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help="Select the sub-type of this agreement. Sub-Types are related to " |
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"agreement types.", |
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) |
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"agreement types.") |
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product_ids = fields.Many2many( |
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"product.template", string="Products & Services" |
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) |
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"product.template", string="Products & Services") |
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assigned_user_id = fields.Many2one( |
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"res.users", |
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string="Assigned To", |
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track_visibility="onchange", |
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help="Select the user who manages this agreement.", |
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) |
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help="Select the user who manages this agreement.") |
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company_signed_user_id = fields.Many2one( |
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"res.users", |
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string="Signed By", |
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track_visibility="onchange", |
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help="The user at our company who authorized/signed the agreement or " |
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"contract.", |
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) |
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"contract.") |
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partner_signed_user_id = fields.Many2one( |
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"res.partner", |
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string="Signed By", |
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string="Signed By (Partner)", |
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track_visibility="onchange", |
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help="Contact on the account that signed the agreement/contract.", |
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) |
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help="Contact on the account that signed the agreement/contract.") |
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parent_agreement_id = fields.Many2one( |
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"agreement", |
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string="Parent Agreement", |
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help="Link this agreement to a parent agreement. For example if this " |
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"agreement is an amendment to another agreement. This list will " |
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"only show other agreements related to the same account.", |
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) |
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"only show other agreements related to the same account.") |
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renewal_type_id = fields.Many2one( |
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"agreement.renewaltype", |
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string="Renewal Type", |
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track_visibility="onchange", |
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help="Describes what happens after the contract expires.", |
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) |
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help="Describes what happens after the contract expires.") |
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recital_ids = fields.One2many( |
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"agreement.recital", "agreement_id", string="Recitals", copy=True |
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) |
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"agreement.recital", "agreement_id", string="Recitals", copy=True) |
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sections_ids = fields.One2many( |
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"agreement.section", "agreement_id", string="Sections", copy=True |
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) |
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"agreement.section", "agreement_id", string="Sections", copy=True) |
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clauses_ids = fields.One2many( |
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"agreement.clause", "agreement_id", string="Clauses", copy=True |
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) |
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"agreement.clause", "agreement_id", string="Clauses") |
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appendix_ids = fields.One2many( |
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"agreement.appendix", "agreement_id", string="Appendices", copy=True |
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) |
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"agreement.appendix", "agreement_id", string="Appendices", copy=True) |
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previous_version_agreements_ids = fields.One2many( |
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"agreement", |
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"parent_agreement_id", |
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string="Child Agreements", |
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string="Previous Versions", |
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copy=False, |
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domain=[("active", "=", False)], |
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) |
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domain=[("active", "=", False)]) |
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child_agreements_ids = fields.One2many( |
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"agreement", |
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"parent_agreement_id", |
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string="Child Agreements", |
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copy=False, |
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domain=[("active", "=", True)], |
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) |
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domain=[("active", "=", True)]) |
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line_ids = fields.One2many( |
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"agreement.line", |
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"agreement_id", |
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string="Products/Services", |
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copy=False, |
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) |
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copy=False) |
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state = fields.Selection( |
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[("draft", "Draft"), ("active", "Active"), ("inactive", "Inactive")], |
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default="draft", |
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track_visibility="always", |
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) |
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track_visibility="always") |
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notification_address_id = fields.Many2one( |
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"res.partner", |
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string="Notification Address", |
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help="The address to send notificaitons to, if different from " |
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"customer address.(Address Type = Other)", |
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) |
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"customer address.(Address Type = Other)") |
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signed_contract_filename = fields.Char(string="Filename") |
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signed_contract = fields.Binary( |
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string="Signed Document", track_visibility="always" |
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) |
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string="Signed Document", track_visibility="always") |
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field_id = fields.Many2one( |
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"ir.model.fields", |
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string="Field", |
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help="""Select target field from the related document model. If it is a |
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relationship field you will be able to select a target field at the |
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destination of the relationship.""", |
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) |
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destination of the relationship.""") |
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sub_object_id = fields.Many2one( |
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"ir.model", |
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string="Sub-model", |
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help="""When a relationship field is selected as first field, this |
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field shows the document model the relationship goes to.""", |
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) |
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field shows the document model the relationship goes to.""") |
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sub_model_object_field_id = fields.Many2one( |
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"ir.model.fields", |
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string="Sub-field", |
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help="""When a relationship field is selected as first field, this |
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field lets you select the target field within the destination document |
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model (sub-model).""", |
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) |
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model (sub-model).""") |
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default_value = fields.Char( |
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string="Default Value", |
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help="Optional value to use if the target field is empty.", |
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) |
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help="Optional value to use if the target field is empty.") |
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copyvalue = fields.Char( |
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string="Placeholder Expression", |
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help="""Final placeholder expression, to be copy-pasted in the desired |
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template field.""", |
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) |
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template field.""") |
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# compute the dynamic content for mako expression |
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@api.multi |
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@ -379,19 +318,16 @@ class Agreement(models.Model): |
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self.sub_object_id = False |
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if self.field_id and not self.field_id.relation: |
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self.copyvalue = "${{object.{} or {}}}".format( |
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self.field_id.name, self.default_value or "''" |
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) |
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self.field_id.name, self.default_value or "''") |
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self.sub_model_object_field_id = False |
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if self.field_id and self.field_id.relation: |
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self.sub_object_id = self.env["ir.model"].search( |
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[("model", "=", self.field_id.relation)] |
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)[0] |
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[("model", "=", self.field_id.relation)])[0] |
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if self.sub_model_object_field_id: |
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self.copyvalue = "${{object.{}.{} or {}}}".format( |
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self.field_id.name, |
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self.sub_model_object_field_id.name, |
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self.default_value or "''", |
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) |
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self.default_value or "''") |
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# Used for Kanban grouped_by view |
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@api.model |
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@ -403,11 +339,10 @@ class Agreement(models.Model): |
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"agreement.stage", |
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string="Stage", |
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group_expand="_read_group_stage_ids", |
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default=lambda self: self._default_stage_id(), |
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help="Select the current stage of the agreement.", |
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track_visibility="onchange", |
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index=True, |
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# default=lambda self: self._default_stage_id(), |
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) |
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index=True) |
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# Create New Version Button |
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@api.multi |
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@ -436,8 +371,10 @@ class Agreement(models.Model): |
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"version": 1, |
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"revision": 0, |
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"state": "draft", |
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"stage_id": self.env.ref("agreement_legal.agreement_stage_new").id, |
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} |
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res = self.copy(default=default_vals) |
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res.sections_ids.clauses_ids.write({'agreement_id': res.id}) |
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return { |
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"res_model": "agreement", |
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"type": "ir.actions.act_window", |
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Maxime Chambreuil
5 years ago
GitHub