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.
398 lines
15 KiB
398 lines
15 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 = ["agreement", "mail.thread"]
|
|
|
|
def _default_stage_id(self):
|
|
return self.env.ref("agreement_legal.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(string="Color")
|
|
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 (Partner)",
|
|
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.")
|
|
dynamic_special_terms = fields.Text(
|
|
compute="_compute_dynamic_special_terms",
|
|
string="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.")
|
|
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="Partner",
|
|
required=False,
|
|
copy=True,
|
|
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).")
|
|
partner_contact_phone = fields.Char(
|
|
related="partner_contact_id.phone", string="Partner Phone")
|
|
partner_contact_email = fields.Char(
|
|
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.")
|
|
company_contact_phone = fields.Char(
|
|
related="company_contact_id.phone", string="Phone")
|
|
company_contact_email = fields.Char(
|
|
related="company_contact_id.email", string="Email")
|
|
use_parties_content = fields.Boolean(
|
|
string="Use parties content",
|
|
help="Use custom content for parties")
|
|
|
|
def _get_default_parties(self):
|
|
deftext = """
|
|
<h3>Company Information</h3>
|
|
<p>
|
|
${object.company_id.partner_id.name or ''}.<br>
|
|
${object.company_id.partner_id.street or ''} <br>
|
|
${object.company_id.partner_id.state_id.code or ''}
|
|
${object.company_id.partner_id.zip or ''}
|
|
${object.company_id.partner_id.city or ''}<br>
|
|
${object.company_id.partner_id.country_id.name or ''}.<br><br>
|
|
Represented by <b>${object.company_contact_id.name or ''}.</b>
|
|
</p>
|
|
<p></p>
|
|
<h3>Partner Information</h3>
|
|
<p>
|
|
${object.partner_id.name or ''}.<br>
|
|
${object.partner_id.street or ''} <br>
|
|
${object.partner_id.state_id.code or ''}
|
|
${object.partner_id.zip or ''} ${object.partner_id.city or ''}<br>
|
|
${object.partner_id.country_id.name or ''}.<br><br>
|
|
Represented by <b>${object.partner_contact_id.name or ''}.</b>
|
|
</p>
|
|
"""
|
|
return deftext
|
|
|
|
parties = fields.Html(
|
|
string="Parties",
|
|
track_visibility="onchange",
|
|
default=_get_default_parties,
|
|
help="Parties of the agreement")
|
|
dynamic_parties = fields.Html(
|
|
compute="_compute_dynamic_parties",
|
|
string="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.")
|
|
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")
|
|
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 (Partner)",
|
|
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.")
|
|
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")
|
|
appendix_ids = fields.One2many(
|
|
"agreement.appendix", "agreement_id", string="Appendices", copy=True)
|
|
previous_version_agreements_ids = fields.One2many(
|
|
"agreement",
|
|
"parent_agreement_id",
|
|
string="Previous Versions",
|
|
copy=False,
|
|
domain=[("active", "=", False)])
|
|
child_agreements_ids = fields.One2many(
|
|
"agreement",
|
|
"parent_agreement_id",
|
|
string="Child Agreements",
|
|
copy=False,
|
|
domain=[("active", "=", True)])
|
|
line_ids = fields.One2many(
|
|
"agreement.line",
|
|
"agreement_id",
|
|
string="Products/Services",
|
|
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")
|
|
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.""")
|
|
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.""")
|
|
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).""")
|
|
default_value = fields.Char(
|
|
string="Default Value",
|
|
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.""")
|
|
|
|
# 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
|
|
|
|
@api.multi
|
|
def _compute_dynamic_parties(self):
|
|
MailTemplates = self.env["mail.template"]
|
|
for agreement in self:
|
|
lang = agreement.partner_id.lang or "en_US"
|
|
parties = MailTemplates.with_context(
|
|
lang=lang
|
|
)._render_template(
|
|
agreement.parties, "agreement", agreement.id
|
|
)
|
|
agreement.dynamic_parties = parties
|
|
|
|
@api.multi
|
|
def _compute_dynamic_special_terms(self):
|
|
MailTemplates = self.env["mail.template"]
|
|
for agreement in self:
|
|
lang = agreement.partner_id.lang or "en_US"
|
|
special_terms = MailTemplates.with_context(
|
|
lang=lang
|
|
)._render_template(
|
|
agreement.special_terms, "agreement", agreement.id
|
|
)
|
|
agreement.dynamic_special_terms = special_terms
|
|
|
|
@api.onchange("field_id", "sub_model_object_field_id", "default_value")
|
|
def onchange_copyvalue(self):
|
|
self.sub_object_id = False
|
|
self.copyvalue = False
|
|
self.sub_object_id = False
|
|
if self.field_id and not self.field_id.relation:
|
|
self.copyvalue = "${{object.{} or {}}}".format(
|
|
self.field_id.name, self.default_value or "''")
|
|
self.sub_model_object_field_id = False
|
|
if self.field_id and self.field_id.relation:
|
|
self.sub_object_id = self.env["ir.model"].search(
|
|
[("model", "=", self.field_id.relation)])[0]
|
|
if self.sub_model_object_field_id:
|
|
self.copyvalue = "${{object.{}.{} or {}}}".format(
|
|
self.field_id.name,
|
|
self.sub_model_object_field_id.name,
|
|
self.default_value or "''")
|
|
|
|
# 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",
|
|
default=lambda self: self._default_stage_id(),
|
|
help="Select the current stage of the agreement.",
|
|
track_visibility="onchange",
|
|
index=True)
|
|
|
|
# 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": "{} - 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",
|
|
"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",
|
|
"view_mode": "form",
|
|
"view_type": "form",
|
|
"res_id": res.id,
|
|
}
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
if vals.get("code", _("New")) == _("New"):
|
|
vals["code"] = 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)
|