diff --git a/agreement/security/ir.model.access.csv b/agreement/security/ir.model.access.csv
index 54dd4f50..3184640e 100644
--- a/agreement/security/ir.model.access.csv
+++ b/agreement/security/ir.model.access.csv
@@ -1,3 +1,3 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_agreement_read,Read access on agreement to Employees,model_agreement,base.group_user,1,0,0,0
-access_agreement_full,Full access on agreement grp,model_agreement,base.group_no_one,1,1,1,1
\ No newline at end of file
+access_agreement_full,Full access on agreement grp,model_agreement,base.group_no_one,1,1,1,1
diff --git a/agreement_legal/models/agreement.py b/agreement_legal/models/agreement.py
index 8a87cf96..0f784976 100644
--- a/agreement_legal/models/agreement.py
+++ b/agreement_legal/models/agreement.py
@@ -17,159 +17,123 @@ class Agreement(models.Model):
string="Is a Template?",
default=False,
copy=False,
- help="Make this agreement a template.",
- )
+ 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.",
- )
+ "previous versions can be referenced.")
revision = fields.Integer(
string="Revision",
default=0,
copy=False,
- help="The revision will increase with every save event.",
- )
+ help="The revision will increase with every save event.")
description = fields.Text(
string="Description",
track_visibility="onchange",
- help="Description of the agreement",
- )
+ help="Description of the agreement")
dynamic_description = fields.Text(
compute="_compute_dynamic_description",
string="Dynamic Description",
- help="Compute dynamic description",
- )
+ help="Compute dynamic description")
start_date = fields.Date(
string="Start Date",
track_visibility="onchange",
- help="When the agreement starts.",
- )
+ help="When the agreement starts.")
end_date = fields.Date(
string="End Date",
track_visibility="onchange",
- help="When the agreement ends.",
- )
- color = fields.Integer()
+ help="When the agreement ends.")
+ color = fields.Integer(string="Color")
active = fields.Boolean(
string="Active",
default=True,
help="If unchecked, it will allow you to hide the agreement without "
- "removing it.",
- )
+ "removing it.")
company_signed_date = fields.Date(
string="Signed on",
track_visibility="onchange",
- help="Date the contract was signed by Company.",
- )
+ help="Date the contract was signed by Company.")
partner_signed_date = fields.Date(
- string="Signed on",
+ string="Signed on (Partner)",
track_visibility="onchange",
- help="Date the contract was signed by the Partner.",
- )
+ 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.",
- )
+ "partner.")
expiration_notice = fields.Integer(
string="Exp. Notice (Days)",
track_visibility="onchange",
- help="Number of Days before expiration to be notified.",
- )
+ 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.",
- )
+ 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.",
- )
+ "agreement/contract.")
dynamic_special_terms = fields.Text(
compute="_compute_dynamic_special_terms",
string="Dynamic Special Terms",
- help="Compute dynamic special terms",
- )
+ help="Compute dynamic special terms")
code = fields.Char(
string="Reference",
required=True,
default=lambda self: _("New"),
track_visibility="onchange",
copy=False,
- help="ID used for internal contract tracking.",
- )
+ 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.",
- )
+ 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.",
- )
+ 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.",
- )
+ help="Date that the contract was terminated.")
reviewed_date = fields.Date(
- string="Reviewed Date", track_visibility="onchange"
- )
+ string="Reviewed Date", track_visibility="onchange")
reviewed_user_id = fields.Many2one(
- "res.users", string="Reviewed By", track_visibility="onchange"
- )
+ "res.users", string="Reviewed By", track_visibility="onchange")
approved_date = fields.Date(
- string="Approved Date", track_visibility="onchange"
- )
+ string="Approved Date", track_visibility="onchange")
approved_user_id = fields.Many2one(
- "res.users", string="Approved By", track_visibility="onchange"
- )
+ "res.users", string="Approved By", track_visibility="onchange")
currency_id = fields.Many2one("res.currency", string="Currency")
partner_id = fields.Many2one(
"res.partner",
string="Partner",
required=False,
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,
- )
+ help="The customer or vendor this agreement is related to.")
partner_contact_id = fields.Many2one(
"res.partner",
string="Partner Contact",
copy=True,
- help="The primary partner contact (If Applicable).",
- )
+ help="The primary partner contact (If Applicable).")
partner_contact_phone = fields.Char(
- related="partner_contact_id.phone", string="Phone"
- )
+ related="partner_contact_id.phone", string="Partner Phone")
partner_contact_email = fields.Char(
- related="partner_contact_id.email", string="Email"
- )
+ related="partner_contact_id.email", string="Partner Email")
company_contact_id = fields.Many2one(
"res.partner",
string="Company Contact",
copy=True,
- help="The primary contact in the company.",
- )
+ help="The primary contact in the company.")
company_contact_phone = fields.Char(
- related="company_contact_id.phone", string="Phone"
- )
+ related="company_contact_id.phone", string="Phone")
company_contact_email = fields.Char(
- related="company_contact_id.email", string="Email"
- )
+ related="company_contact_id.email", string="Email")
use_parties_content = fields.Boolean(
string="Use parties content",
help="Use custom content for parties")
@@ -178,12 +142,12 @@ class Agreement(models.Model):
deftext = """
Company Information
- ${object.company_partner_id.name or ''}.
- ${object.company_partner_id.street or ''}
- ${object.company_partner_id.state_id.code or ''}
- ${object.company_partner_id.zip or ''}
- ${object.company_partner_id.city or ''}
- ${object.company_partner_id.country_id.name or ''}.
+ ${object.company_id.partner_id.name or ''}.
+ ${object.company_id.partner_id.street or ''}
+ ${object.company_id.partner_id.state_id.code or ''}
+ ${object.company_id.partner_id.zip or ''}
+ ${object.company_id.partner_id.city or ''}
+ ${object.company_id.partner_id.country_id.name or ''}.
Represented by ${object.company_contact_id.name or ''}.
@@ -203,137 +167,112 @@ class Agreement(models.Model):
string="Parties",
track_visibility="onchange",
default=_get_default_parties,
- help="Parties of the agreement",
- )
+ help="Parties of the agreement")
dynamic_parties = fields.Html(
compute="_compute_dynamic_parties",
string="Dynamic Parties",
- help="Compute dynamic parties",
- )
+ help="Compute dynamic parties")
agreement_type_id = fields.Many2one(
"agreement.type",
string="Agreement Type",
track_visibility="onchange",
- help="Select the type of agreement.",
- )
+ 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.",
- )
+ "agreement types.")
product_ids = fields.Many2many(
- "product.template", string="Products & Services"
- )
+ "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.",
- )
+ 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.",
- )
+ "contract.")
partner_signed_user_id = fields.Many2one(
"res.partner",
- string="Signed By",
+ string="Signed By (Partner)",
track_visibility="onchange",
- help="Contact on the account that signed the agreement/contract.",
- )
+ 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.",
- )
+ "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.",
- )
+ help="Describes what happens after the contract expires.")
recital_ids = fields.One2many(
- "agreement.recital", "agreement_id", string="Recitals", copy=True
- )
+ "agreement.recital", "agreement_id", string="Recitals", copy=True)
sections_ids = fields.One2many(
- "agreement.section", "agreement_id", string="Sections", copy=True
- )
+ "agreement.section", "agreement_id", string="Sections", copy=True)
clauses_ids = fields.One2many(
- "agreement.clause", "agreement_id", string="Clauses", copy=True
- )
+ "agreement.clause", "agreement_id", string="Clauses")
appendix_ids = fields.One2many(
- "agreement.appendix", "agreement_id", string="Appendices", copy=True
- )
+ "agreement.appendix", "agreement_id", string="Appendices", copy=True)
previous_version_agreements_ids = fields.One2many(
"agreement",
"parent_agreement_id",
- string="Child Agreements",
+ string="Previous Versions",
copy=False,
- domain=[("active", "=", False)],
- )
+ domain=[("active", "=", False)])
child_agreements_ids = fields.One2many(
"agreement",
"parent_agreement_id",
string="Child Agreements",
copy=False,
- domain=[("active", "=", True)],
- )
+ domain=[("active", "=", True)])
line_ids = fields.One2many(
"agreement.line",
"agreement_id",
string="Products/Services",
- copy=False,
- )
+ copy=False)
state = fields.Selection(
[("draft", "Draft"), ("active", "Active"), ("inactive", "Inactive")],
default="draft",
- track_visibility="always",
- )
+ 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)",
- )
+ "customer address.(Address Type = Other)")
signed_contract_filename = fields.Char(string="Filename")
signed_contract = fields.Binary(
- string="Signed Document", track_visibility="always"
- )
+ 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.""",
- )
+ 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.""",
- )
+ 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).""",
- )
+ model (sub-model).""")
default_value = fields.Char(
string="Default Value",
- help="Optional value to use if the target field is empty.",
- )
+ 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.""",
- )
+ template field.""")
# compute the dynamic content for mako expression
@api.multi
@@ -379,19 +318,16 @@ class Agreement(models.Model):
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.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]
+ [("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 "''",
- )
+ self.default_value or "''")
# Used for Kanban grouped_by view
@api.model
@@ -403,11 +339,10 @@ class Agreement(models.Model):
"agreement.stage",
string="Stage",
group_expand="_read_group_stage_ids",
+ default=lambda self: self._default_stage_id(),
help="Select the current stage of the agreement.",
track_visibility="onchange",
- index=True,
- # default=lambda self: self._default_stage_id(),
- )
+ index=True)
# Create New Version Button
@api.multi
@@ -436,8 +371,10 @@ class Agreement(models.Model):
"version": 1,
"revision": 0,
"state": "draft",
+ "stage_id": self.env.ref("agreement_legal.agreement_stage_new").id,
}
res = self.copy(default=default_vals)
+ res.sections_ids.clauses_ids.write({'agreement_id': res.id})
return {
"res_model": "agreement",
"type": "ir.actions.act_window",
diff --git a/agreement_legal/models/agreement_clause.py b/agreement_legal/models/agreement_clause.py
index 2c2debad..e7ab066f 100644
--- a/agreement_legal/models/agreement_clause.py
+++ b/agreement_legal/models/agreement_clause.py
@@ -12,8 +12,7 @@ class AgreementClause(models.Model):
name = fields.Char(string="Name", required=True)
title = fields.Char(
string="Title",
- help="The title is displayed on the PDF." "The name is not."
- )
+ help="The title is displayed on the PDF." "The name is not.")
sequence = fields.Integer(string="Sequence")
agreement_id = fields.Many2one(
"agreement",
@@ -22,20 +21,17 @@ class AgreementClause(models.Model):
section_id = fields.Many2one(
"agreement.section",
string="Section",
- ondelete="cascade"
- )
+ ondelete="cascade")
content = fields.Html(string="Clause Content")
dynamic_content = fields.Html(
compute="_compute_dynamic_content",
string="Dynamic Content",
- help="compute 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.",
- )
+ "removing it.")
# Dynamic field editor
field_id = fields.Many2one(
@@ -43,30 +39,25 @@ class AgreementClause(models.Model):
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.""",
- )
+ 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.""",
- )
+ 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).""",
- )
+ model (sub-model).""")
default_value = fields.Char(
string="Default Value",
- help="Optional value to use if the target field is empty.",
- )
+ 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.""",
- )
+ template field.""")
@api.onchange('field_id', 'sub_model_object_field_id', 'default_value')
def onchange_copyvalue(self):
diff --git a/agreement_legal/models/agreement_section.py b/agreement_legal/models/agreement_section.py
index 2fe67ea9..2d9220df 100644
--- a/agreement_legal/models/agreement_section.py
+++ b/agreement_legal/models/agreement_section.py
@@ -12,27 +12,22 @@ class AgreementSection(models.Model):
name = fields.Char(string="Name", required=True)
title = fields.Char(
string="Title",
- help="The title is displayed on the PDF." "The name is not.",
- )
+ 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"
- )
+ "agreement", string="Agreement", ondelete="cascade")
clauses_ids = fields.One2many(
- "agreement.clause", "section_id", string="Clauses"
- )
+ "agreement.clause", "section_id", string="Clauses", copy=True)
content = fields.Html(string="Section Content")
dynamic_content = fields.Html(
compute="_compute_dynamic_content",
string="Dynamic Content",
- help="compute 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.""",
- )
+ help="If unchecked, it will allow you to hide the agreement without "
+ "removing it.")
# Dynamic field editor
field_id = fields.Many2one(
@@ -40,30 +35,25 @@ class AgreementSection(models.Model):
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.""",
- )
+ 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.""",
- )
+ 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).""",
- )
+ model (sub-model).""")
default_value = fields.Char(
string="Default Value",
- help="Optional value to use if the target field is empty.",
- )
+ 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.""",
- )
+ template field.""")
@api.onchange("field_id", "sub_model_object_field_id", "default_value")
def onchange_copyvalue(self):
@@ -72,8 +62,7 @@ class AgreementSection(models.Model):
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.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(
@@ -91,12 +80,8 @@ class AgreementSection(models.Model):
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"
- )
+ 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.content, "agreement.section", section.id)
section.dynamic_content = content
diff --git a/agreement_legal/report/agreement.xml b/agreement_legal/report/agreement.xml
index 546fa212..6a621d0f 100644
--- a/agreement_legal/report/agreement.xml
+++ b/agreement_legal/report/agreement.xml
@@ -36,7 +36,7 @@
Company Information
@@ -121,7 +121,7 @@
Date:
-
+
By:
Name:
diff --git a/agreement_legal/views/agreement.xml b/agreement_legal/views/agreement.xml
index 4a448dea..3a7e3204 100644
--- a/agreement_legal/views/agreement.xml
+++ b/agreement_legal/views/agreement.xml
@@ -9,7 +9,7 @@
-
+
@@ -111,7 +111,7 @@
-
@@ -123,7 +123,7 @@
-
+
@@ -137,7 +137,7 @@
-
+
|