Merge pull request #206 from ursais/bodedra_agreement_serviceprofile

[ADD] Service Profile to Agreement

agreement/models/res_config_settings.py

@@ -1,8 +1,11 @@
 # Copyright (C) 2018 - TODAY, Open Source Integrators
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
-from odoo import models
+from odoo import fields, models
 
 
 class ResConfigSettings(models.TransientModel):
     _inherit = 'res.config.settings'
+
+    module_agreement_maintenance = fields.Boolean(
+        string='Manage maintenance agreements and contracts')

agreement/security/ir.model.access.csv

@@ -1,17 +1,17 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_user,1,1,1,0
-access_agreement_allusers,agreement all users,model_agreement,agreement.group_agreement_manager,1,1,1,1
+access_agreement_manager,agreement manager,model_agreement,agreement.group_agreement_manager,1,1,1,1
 access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_user,1,1,1,0
-access_agreement_section_allusers,section all users,model_agreement_section,agreement.group_agreement_manager,1,1,1,1
+access_agreement_section_manager,section manager,model_agreement_section,agreement.group_agreement_manager,1,1,1,1
 access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_user,1,1,1,0
-access_agreement_clause_allusers,clause all users,model_agreement_clause,agreement.group_agreement_manager,1,1,1,1
+access_agreement_clause_manager,clause manager,model_agreement_clause,agreement.group_agreement_manager,1,1,1,1
 access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_user,1,0,0,0
-access_agreement_stage_allusers,stage all users,model_agreement_stage,agreement.group_agreement_manager,1,1,1,1
+access_agreement_stage_manager,stage manager,model_agreement_stage,agreement.group_agreement_manager,1,1,1,1
 access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_user,1,0,0,0
-access_agreement_type_allusers,type all users,model_agreement_type,agreement.group_agreement_manager,1,1,1,1
+access_agreement_type_manager,type manager,model_agreement_type,agreement.group_agreement_manager,1,1,1,1
 access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_user,1,0,0,0
-access_agreement_subtype_allusers,subtype all users,model_agreement_subtype,agreement.group_agreement_manager,1,1,1,1
+access_agreement_subtype_manager,subtype manager,model_agreement_subtype,agreement.group_agreement_manager,1,1,1,1
 access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_user,1,0,0,0
-access_agreement_renewaltype_allusers,renewaltype all users,model_agreement_renewaltype,agreement.group_agreement_manager,1,1,1,1
+access_agreement_renewaltype_manager,renewaltype manager,model_agreement_renewaltype,agreement.group_agreement_manager,1,1,1,1
 access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_user,1,0,0,0
-access_agreement_increasetype_allusers,increasetype all users,model_agreement_increasetype,agreement.group_agreement_manager,1,1,1,1
+access_agreement_increasetype_manager,increasetype manager,model_agreement_increasetype,agreement.group_agreement_manager,1,1,1,1

agreement/views/agreement.xml

@@ -155,7 +155,7 @@
                             </group>
                         </page>
                         <page name="products" string="Products/Services">
-                            <group>
+                            <group string="Products/Services">
                                 <field name="product_ids" nolabel="1"/>
                             </group>
                         </page>

agreement/views/menu.xml

@@ -41,23 +41,24 @@
             id="agreement_masterdata"
             parent="agreement_root"
             sequence="30"/>
-    <menuitem
-            name="Parts"
-            id="agreement_parts"
-            sequence="10"
-            parent="agreement_masterdata"/>
     <menuitem
             name="Clauses"
             id="agreement_clauses"
             parent="agreement_masterdata"
-            sequence="20"
+            sequence="10"
             action="partner_agreement_action_clause"/>
     <menuitem
             name="Sections"
             id="agreement_sections"
             parent="agreement_masterdata"
-            sequence="30"
+            sequence="20"
             action="partner_agreement_action_section"/>
+    <menuitem
+            name="Products"
+            id="agreement_products"
+            sequence="30"
+            parent="agreement_masterdata"
+            action="product.product_template_action"/>
 
     <!-- Reporting -->
     <menuitem

agreement/views/res_config_settings.xml

@@ -13,6 +13,20 @@
                      string="Agreements"
                      data-key="agreement"
                      groups="agreement.group_agreement_manager">
+                    <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_maintenance"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label string="Maintenance"/>
+                                <div class="text-muted">
+                                    Manage maintenance agreements and contracts
+                                </div>
+                            </div>
+                        </div>
+                    </div>
                 </div>
             </xpath>
         </field>

agreement_maintenance/README.rst

@@ -0,0 +1,129 @@
+==========
+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>
+
+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_maintenance/__init__.py

@@ -0,0 +1,4 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

agreement_maintenance/__manifest__.py

@@ -0,0 +1,29 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Maintenance Agreements',
+    'summary': 'Manage maintenance agreements and contracts',
+    'author': 'Pavlov Media, '
+              'Open Source Integrators, '
+              'Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/contract',
+    'category': 'Partner',
+    'license': 'AGPL-3',
+    'version': '11.0.0.0.1',
+    'depends': [
+        'agreement',
+        'maintenance',
+        'fieldservice',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'views/agreement.xml',
+        'views/agreement_serviceprofile.xml',
+        'views/product.xml',
+        'views/menu.xml',
+    ],
+    'application': False,
+    'development_status': 'Beta',
+    'maintainers': ['max3903'],
+}

agreement_maintenance/models/__init__.py

@@ -0,0 +1,7 @@
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import (
+    agreement,
+    product_template,
+    agreement_serviceprofile,
+)

agreement_maintenance/models/agreement.py

@@ -0,0 +1,15 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class Agreement(models.Model):
+    _inherit = 'agreement'
+
+    serviceprofile_ids = fields.One2many(
+        'agreement.serviceprofile',
+        'agreement_id',
+        string="Service Profile",
+        copy=True
+    )

agreement_maintenance/models/agreement_serviceprofile.py

@@ -0,0 +1,40 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+PROFILE_TYPE = [
+    ('equipment', 'Equipment'),
+    ('product', 'Product')
+]
+
+
+class AgreementServiceProfile(models.Model):
+    _name = 'agreement.serviceprofile'
+
+    name = fields.Char(string="Name", required=True)
+    profile_type = fields.Selection(
+        PROFILE_TYPE,
+        string="Profile Type")
+    description = fields.Text(string="Description")
+    equipment_id = fields.Many2one(
+        'maintenance.equipment',
+        string="Equipment")
+    product_id = fields.Many2one(
+        'product.product',
+        string="Product",
+        domain=[('serviceprofile_ok', '=', True)])
+    equipment_category_id = fields.Many2one(
+        'maintenance.equipment.category',
+        related='equipment_id.category_id',
+        string="Equipment Category",
+        readonly=1)
+    agreement_id = fields.Many2one(
+        'agreement',
+        string="Agreement",
+        ondelete="cascade",
+        required=True)
+    fsm_location_id = fields.Many2one(
+        'fsm.location',
+        string="Service Location")

agreement_maintenance/models/product_template.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 models, fields
+
+
+class Product(models.Model):
+    _inherit = 'product.template'
+
+    serviceprofile_ok = fields.Boolean(
+        string='Include on Service Profile',
+        default=False,
+        help="Specify if the product can be selected in a service profile line"
+    )

agreement_maintenance/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_maintenance/readme/CONTRIBUTORS.rst

@@ -0,0 +1,4 @@
+* Patrick Wilson <pwilson@pavlovmedia.com>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Wolfgang Hall <whall@opensourceintegrators.com>
+* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>

agreement_maintenance/readme/CREDITS.rst

@@ -0,0 +1,4 @@
+The development of this module has been financially supported by:
+
+* Pavlov Media
+* Open Source Integrators

agreement_maintenance/readme/DESCRIPTION.rst

@@ -0,0 +1 @@
+This module allows you to manage maintenance agreements and contracts.

agreement_maintenance/readme/USAGE.rst

@@ -0,0 +1,7 @@
+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

agreement_maintenance/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_agreement_serviceprofile_allusers,serviceprofile all users,model_agreement_serviceprofile,agreement.group_agreement_user,1,0,0,0
+access_agreement_serviceprofile_manager,serviceprofile manager,model_agreement_serviceprofile,agreement.group_agreement_manager,1,1,1,1

agreement_maintenance/views/agreement.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Form View -->
+    <record model="ir.ui.view" id="agreement_form_view">
+        <field name="name">Agreement Form</field>
+        <field name="model">agreement</field>
+        <field name="inherit_id" ref="agreement.partner_agreement_form_view"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook/page[@name='products']/group"
+                   position="after">
+                <group string="Service Profiles">
+                    <field name="serviceprofile_ids" nolabel="1">
+                        <tree>
+                            <field name="name"/>
+                            <field name="profile_type"/>
+                            <field name="equipment_id"/>
+                            <field name="product_id"/>
+                            <field name="fsm_location_id"/>
+                        </tree>
+                    </field>
+                </group>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

agreement_maintenance/views/agreement_serviceprofile.xml

@@ -0,0 +1,63 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Agreement Service Profile List View-->
+    <record model="ir.ui.view" id="agreement_serviceprofile_list_view">
+        <field name="name">Agreement Service Profile List</field>
+        <field name="model">agreement.serviceprofile</field>
+        <field name="arch" type="xml">
+            <tree string="Service Profiles"
+                  create="false" edit="false">
+                <field name="name"/>
+                <field name="profile_type"/>
+                <field name="equipment_id"/>
+                <field name="product_id"/>
+                <field name="fsm_location_id"/>
+                <field name="agreement_id"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Agreement Service Profile Form View -->
+    <record model="ir.ui.view" id="agreement_serviceprofile_form_view">
+        <field name="name">Agreement Service Profile Form</field>
+        <field name="model">agreement.serviceprofile</field>
+        <field name="arch" type="xml">
+            <form string="Service Profile"
+                  create="false" edit="false">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" placeholder="Name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="profile_type"/>
+                            <field name="equipment_id"
+                                   attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
+                            <field name="equipment_category_id"
+                                   attrs="{'invisible': [('profile_type', '!=', 'equipment')]}"/>
+                            <field name="product_id"
+                                   attrs="{'invisible': [('profile_type', '!=', 'product')]}"/>
+                        </group>
+                        <group>
+                            <field name="fsm_location_id"/>
+                        </group>
+                    </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="agreement_action_serviceprofile">
+        <field name="name">Agreement Service Profile</field>
+        <field name="res_model">agreement.serviceprofile</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+</odoo>

agreement_maintenance/views/menu.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <!-- Master Data -->
+    <menuitem name="Service Profiles"
+              id="agreement_service_profiles"
+              sequence="30"
+              parent="agreement.agreement_masterdata"
+              action="agreement_action_serviceprofile"/>
+
+</odoo>

agreement_maintenance/views/product.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <record model="ir.ui.view" id="product_template_serviceprofile_form_view">
+        <field name="name">product.template.common.serviceprofile.ok.form</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_form_view"/>
+        <field name="arch" type="xml">
+            <div name="options" position="inside">
+                <div>
+                    <field name="serviceprofile_ok"/>
+                    <label for="serviceprofile_ok"/>
+                </div>
+            </div>
+        </field>
+    </record>
+</odoo>

oca_dependencies.txt

@@ -1 +1,2 @@
 bank-payment
+field-service