You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
 
 
 

415 lines
14 KiB

# Copyright (C) 2018 - TODAY, Pavlov Media
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import api, fields, models, _
class Agreement(models.Model):
_name = 'agreement'
_inherit = ['mail.thread']
def _default_stage_id(self):
return self.env.ref('agreement.agreement_stage_new')
# General
name = fields.Char(
string="Title",
required=True
)
is_template = fields.Boolean(
string="Is a Template?",
default=False,
copy=False,
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."
)
revision = fields.Integer(
string="Revision",
default=0,
copy=False,
help="The revision will increase with every save event."
)
description = fields.Text(
string="Description",
track_visibility='onchange',
help="Description of the agreement"
)
dynamic_description = fields.Text(compute="_compute_dynamic_description",
string="Dynamic Description",
help='compute dynamic description')
start_date = fields.Date(
string="Start Date",
track_visibility='onchange',
help="When the agreement starts."
)
end_date = fields.Date(
string="End Date",
track_visibility='onchange',
help="When the agreement ends."
)
color = fields.Integer()
active = fields.Boolean(
string="Active",
default=True,
help="If unchecked, it will allow you to hide the agreement without "
"removing it."
)
company_signed_date = fields.Date(
string="Signed on",
track_visibility='onchange',
help="Date the contract was signed by Company."
)
partner_signed_date = fields.Date(
string="Signed on",
track_visibility='onchange',
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."
)
expiration_notice = fields.Integer(
string="Exp. Notice (Days)",
track_visibility='onchange',
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."
)
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."
)
contract_value = fields.Monetary(
compute='_compute_contract_value',
string="Contract Value",
help="Total value of the contract over ther entire term.",
store=True
)
reference = fields.Char(
string="Reference",
required=True,
default=lambda self: _('New'),
track_visibility='onchange',
help="ID used for internal contract tracking.")
total_company_mrc = fields.Monetary(
'Company MRC',
currency_field='currency_id',
help="Total company monthly recurring costs."
)
total_customer_mrc = fields.Monetary(
'Customer MRC',
currency_field='currency_id',
help="Total custemer monthly recurring costs."
)
total_company_nrc = fields.Monetary(
'Company NRC',
currency_field='currency_id',
help="Total company non-recurring costs."
)
total_customer_nrc = fields.Monetary(
'Customer NRC',
currency_field='currency_id',
help="Total custemer non-monthly recurring costs."
)
increase_type_id = fields.Many2one(
'agreement.increasetype',
string="Increase Type",
track_visibility='onchange',
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."
)
termination_date = fields.Date(
string="Termination Date",
track_visibility='onchange',
help="Date that the contract was terminated."
)
reviewed_date = fields.Date(
string="Reviewed Date",
track_visibility='onchange'
)
reviewed_user_id = fields.Many2one(
'res.users',
string="Reviewed By",
track_visibility='onchange'
)
approved_date = fields.Date(
string="Approved Date",
track_visibility='onchange'
)
approved_user_id = fields.Many2one(
'res.users',
string="Approved By",
track_visibility='onchange'
)
currency_id = fields.Many2one(
'res.currency',
string='Currency'
)
partner_id = fields.Many2one(
'res.partner',
string="Partmer",
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
)
partner_contact_id = fields.Many2one(
'res.partner',
string="Partner Contact",
copy=True,
help="The primary partner contact (If Applicable)."
)
partner_contact_phone = fields.Char(
related='partner_contact_id.phone',
string="Phone"
)
partner_contact_email = fields.Char(
related='partner_contact_id.email',
string="Email"
)
company_contact_id = fields.Many2one(
'res.partner',
string="Company Contact",
copy=True,
help="The primary contact in the company."
)
company_contact_phone = fields.Char(
related='company_contact_id.phone',
string="Phone"
)
company_contact_email = fields.Char(
related='company_contact_id.email',
string="Email"
)
agreement_type_id = fields.Many2one(
'agreement.type',
string="Agreement Type",
track_visibility='onchange',
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."
)
product_ids = fields.Many2many(
'product.template',
string="Products & Services")
sale_order_id = fields.Many2one(
'sale.order',
string="Sales Order",
track_visibility='onchange',
copy=False,
help="Select the Sales Order that this agreement is related to."
)
payment_term_id = fields.Many2one(
'account.payment.term',
string="Payment Term",
track_visibility='onchange',
help="Terms of payments."
)
assigned_user_id = fields.Many2one(
'res.users',
string="Assigned To",
track_visibility='onchange',
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."
)
partner_signed_user_id = fields.Many2one(
'res.partner',
string="Signed By",
track_visibility='onchange',
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."
)
renewal_type_id = fields.Many2one(
'agreement.renewaltype',
string="Renewal Type",
track_visibility='onchange',
help="Describes what happens after the contract expires."
)
order_lines_services_ids = fields.One2many(
related='sale_order_id.order_line',
string="Service Order Lines",
copy=False
)
recital_ids = fields.One2many('agreement.recital', 'agreement_id',
string="Recitals", copy=True)
sections_ids = fields.One2many('agreement.section', 'agreement_id',
string="Sections", copy=True)
clauses_ids = fields.One2many('agreement.clause', 'agreement_id',
string="Clauses", copy=True)
appendix_ids = fields.One2many('agreement.appendix', 'agreement_id',
string="Appendices", copy=True)
serviceprofile_ids = fields.One2many('agreement.serviceprofile',
'agreement_id',
string="Service Profiles",
readonly=True)
analytic_id = fields.Many2one('account.analytic.account',
string='Analytic Account', index=True)
analytic_line_ids = fields.One2many('account.analytic.line',
'agreement_id',
string='Revenues and Costs',
copy=False)
previous_version_agreements_ids = fields.One2many(
'agreement',
'parent_agreement_id',
string="Child Agreements",
copy=False,
domain=[('active', '=', False)]
)
child_agreements_ids = fields.One2many(
'agreement',
'parent_agreement_id',
string="Child Agreements",
copy=False,
domain=[('active', '=', True)]
)
products_ids = fields.Many2many(
'product.template',
string="Products",
copy=False
)
state = fields.Selection([
('draft', 'Draft'),
('active', 'Active'),
('inactive', 'Inactive')],
default='draft',
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)"
)
signed_contract_filename = fields.Char(
string="Filename"
)
signed_contract = fields.Binary(
string="Signed Document",
track_visibility='always'
)
# compute the dynamic content for mako expression
@api.multi
def _compute_dynamic_description(self):
MailTemplates = self.env['mail.template']
for agreement in self:
lang = agreement.partner_id.lang or 'en_US'
description = \
MailTemplates.with_context(lang=lang).render_template(
agreement.description, 'agreement', agreement.id)
agreement.dynamic_description = description
# compute contract_value field
@api.depends('total_customer_mrc', 'total_customer_nrc', 'term')
def _compute_contract_value(self):
for record in self:
record.contract_value = \
(record.total_customer_mrc * record.term) + \
record.total_customer_nrc
# compute total_company_mrc field
@api.depends('order_lines_services_ids', 'sale_order_id')
def _compute_company_mrc(self):
order_lines = self.env['sale.order.line'].search(
[('is_service', '=', True)])
amount_total = sum(order_lines.mapped('purchase_price'))
for record in self:
record.total_company_mrc = amount_total
# Used for Kanban grouped_by view
@api.model
def _read_group_stage_ids(self, stages, domain, order):
stage_ids = self.env['agreement.stage'].search([])
return stage_ids
stage_id = fields.Many2one(
'agreement.stage',
string="Stage",
group_expand='_read_group_stage_ids',
help="Select the current stage of the agreement.",
track_visibility='onchange',
index=True,
default=lambda self: self._default_stage_id(),
)
# Create New Version Button
@api.multi
def create_new_version(self, vals):
for rec in self:
if not rec.state == 'draft':
# Make sure status is draft
rec.state = 'draft'
default_vals = {'name': '{0} - OLD VERSION'.format(rec.name),
'active': False,
'parent_agreement_id': rec.id}
# Make a current copy and mark it as old
rec.copy(default=default_vals)
# Increment the Version
rec.version = rec.version + 1
# Reset revision to 0 since it's a new version
vals['revision'] = 0
return super(Agreement, self).write(vals)
def create_new_agreement(self):
default_vals = {'name': 'NEW',
'active': True,
'version': 1,
'revision': 0,
'state': 'draft'}
res = self.copy(default=default_vals)
return {'res_model': 'agreement',
'type': 'ir.actions.act_window',
'view_mode': 'form',
'view_type': 'form',
'res_id': res.id}
@api.model
def create(self, vals):
if vals.get('reference', _('New')) == _('New'):
vals['reference'] = \
self.env['ir.sequence'].next_by_code('agreement') or _('New')
return super(Agreement, self).create(vals)
# Increments the revision on each save action
@api.multi
def write(self, vals):
vals['revision'] = self.revision + 1
return super(Agreement, self).write(vals)