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409 lines
16 KiB
409 lines
16 KiB
# Copyright (C) 2018 - TODAY, Pavlov Media
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models, _
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class Agreement(models.Model):
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_name = 'agreement'
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_inherit = ['mail.thread']
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def _default_stage_id(self):
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return self.env.ref('agreement.agreement_stage_new')
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# General
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name = fields.Char(string="Title", required=True)
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is_template = fields.Boolean(
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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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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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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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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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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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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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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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color = fields.Integer()
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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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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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partner_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 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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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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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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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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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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contract_value = fields.Monetary(
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compute='_compute_contract_value',
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string="Contract Value",
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help="Total value of the contract over ther entire term.",
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store=True)
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reference = fields.Char(
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string="Reference",
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copy=False,
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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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help="ID used for internal contract tracking.")
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total_company_mrc = fields.Monetary(
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'Company MRC',
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currency_field='currency_id',
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help="Total company monthly recurring costs.")
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total_customer_mrc = fields.Monetary(
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'Customer MRC',
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currency_field='currency_id',
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help="Total custemer monthly recurring costs.")
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total_company_nrc = fields.Monetary(
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'Company NRC',
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currency_field='currency_id',
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help="Total company non-recurring costs.")
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total_customer_nrc = fields.Monetary(
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'Customer NRC',
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currency_field='currency_id',
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help="Total custemer non-monthly recurring costs.")
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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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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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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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reviewed_date = fields.Date(
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string="Reviewed Date",
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track_visibility='onchange')
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reviewed_user_id = fields.Many2one(
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'res.users',
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string="Reviewed By",
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track_visibility='onchange')
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approved_date = fields.Date(
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string="Approved Date",
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track_visibility='onchange')
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approved_user_id = fields.Many2one(
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'res.users',
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string="Approved By",
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track_visibility='onchange')
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currency_id = fields.Many2one(
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'res.currency',
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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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copy=True,
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help="The customer or vendor this agreement is related to.")
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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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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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partner_contact_phone = fields.Char(
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related='partner_contact_id.phone',
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string="Phone")
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partner_contact_email = fields.Char(
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related='partner_contact_id.email',
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string="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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company_contact_phone = fields.Char(
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related='company_contact_id.phone',
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string="Phone")
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company_contact_email = fields.Char(
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related='company_contact_id.email',
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string="Email")
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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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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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product_ids = fields.Many2many(
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'product.template',
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string="Products & Services")
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sale_order_id = fields.Many2one(
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'sale.order',
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string="Sales Order",
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track_visibility='onchange',
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copy=False,
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help="Select the Sales Order that this agreement is related to.")
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payment_term_id = fields.Many2one(
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'account.payment.term',
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string="Payment Term",
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track_visibility='onchange',
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help="Terms of payments.")
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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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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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partner_signed_user_id = fields.Many2one(
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'res.partner',
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string="Signed By",
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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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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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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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order_lines_services_ids = fields.One2many(
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related='sale_order_id.order_line',
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string="Service Order Lines",
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copy=False)
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recital_ids = fields.One2many('agreement.recital', 'agreement_id',
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string="Recitals", copy=True)
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sections_ids = fields.One2many('agreement.section', 'agreement_id',
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string="Sections", copy=True)
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clauses_ids = fields.One2many('agreement.clause', 'agreement_id',
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string="Clauses", copy=True)
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appendix_ids = fields.One2many('agreement.appendix', 'agreement_id',
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string="Appendices", copy=True)
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serviceprofile_ids = fields.One2many('agreement.serviceprofile',
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'agreement_id',
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string="Service Profiles")
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analytic_id = fields.Many2one('account.analytic.account',
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string='Analytic Account', index=True)
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analytic_line_ids = fields.One2many('account.analytic.line',
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'agreement_id',
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string='Revenues and Costs',
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copy=False)
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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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copy=False,
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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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line_ids = fields.One2many('agreement.line', 'agreement_id',
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string="Products/Services", copy=False)
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state = fields.Selection([
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('draft', 'Draft'),
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('active', 'Active'),
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('inactive', 'Inactive')],
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default='draft',
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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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signed_contract_filename = fields.Char(
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string="Filename")
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signed_contract = fields.Binary(
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string="Signed Document",
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track_visibility='always')
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field_id = fields.Many2one(
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'ir.model.fields', 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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sub_object_id = fields.Many2one(
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'ir.model', 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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sub_model_object_field_id = fields.Many2one(
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'ir.model.fields', 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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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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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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# compute the dynamic content for mako expression
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@api.multi
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def _compute_dynamic_description(self):
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MailTemplates = self.env['mail.template']
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for agreement in self:
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lang = agreement.partner_id.lang or 'en_US'
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description = MailTemplates.with_context(
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lang=lang).render_template(
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agreement.description, 'agreement', agreement.id)
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agreement.dynamic_description = description
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@api.multi
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def _compute_dynamic_special_terms(self):
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MailTemplates = self.env['mail.template']
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for agreement in self:
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lang = agreement.partner_id.lang or 'en_US'
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special_terms = MailTemplates.with_context(
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lang=lang).render_template(
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agreement.special_terms, 'agreement', agreement.id)
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agreement.dynamic_special_terms = special_terms
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# compute contract_value field
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@api.depends('total_customer_mrc', 'total_customer_nrc', 'term')
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def _compute_contract_value(self):
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for record in self:
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record.contract_value = \
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(record.total_customer_mrc * record.term) + \
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record.total_customer_nrc
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# compute total_company_mrc field
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@api.depends('order_lines_services_ids', 'sale_order_id')
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def _compute_company_mrc(self):
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order_lines = self.env['sale.order.line'].search(
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[('is_service', '=', True)])
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amount_total = sum(order_lines.mapped('purchase_price'))
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for record in self:
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record.total_company_mrc = amount_total
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@api.onchange('field_id')
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def onchange_sub_object_id(self):
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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)])[0]
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@api.onchange('sub_model_object_field_id', 'default_value')
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def onchange_copyvalue(self):
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if self.sub_model_object_field_id or self.default_value:
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self.copyvalue = "${object.%s.%s or %s}" % \
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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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# Used for Kanban grouped_by view
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@api.model
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def _read_group_stage_ids(self, stages, domain, order):
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stage_ids = self.env['agreement.stage'].search([])
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return stage_ids
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stage_id = fields.Many2one(
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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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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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# Create New Version Button
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@api.multi
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def create_new_version(self, vals):
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for rec in self:
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if not rec.state == 'draft':
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# Make sure status is draft
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rec.state = 'draft'
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default_vals = {'name': '{0} - OLD VERSION'.format(rec.name),
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'active': False,
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'parent_agreement_id': rec.id}
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# Make a current copy and mark it as old
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rec.copy(default=default_vals)
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# Increment the Version
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rec.version = rec.version + 1
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# Reset revision to 0 since it's a new version
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vals['revision'] = 0
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return super(Agreement, self).write(vals)
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def create_new_agreement(self):
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default_vals = {'name': 'NEW',
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'active': True,
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'version': 1,
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'revision': 0,
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'state': 'draft'}
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res = self.copy(default=default_vals)
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return {'res_model': 'agreement',
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'type': 'ir.actions.act_window',
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'view_mode': 'form',
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'view_type': 'form',
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'res_id': res.id}
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@api.model
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def create(self, vals):
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if vals.get('reference', _('New')) == _('New'):
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vals['reference'] = \
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self.env['ir.sequence'].next_by_code('agreement') or _('New')
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return super(Agreement, self).create(vals)
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# Increments the revision on each save action
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@api.multi
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def write(self, vals):
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vals['revision'] = self.revision + 1
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return super(Agreement, self).write(vals)
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