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399 lines
22 KiB
399 lines
22 KiB
<?xml version="1.0"?>
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<odoo>
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<!-- Agreement List View-->
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<record model="ir.ui.view" id="partner_agreement_list_view">
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<field name="name">Agreement List</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<tree string="Agreements" default_order='name'>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="company_partner_id"/>
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<field name="parent_agreement_id"/>
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<field name="agreement_type_id"/>
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<field name="agreement_subtype_id"/>
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<field name="active" invisible="1"/>
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</tree>
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</field>
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</record>
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<!-- Agreement Form View -->
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<record model="ir.ui.view" id="partner_agreement_form_view">
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<field name="name">Agreement Form</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<form string="Agreements Form">
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<header>
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<button string="New Version" type="object" name="create_new_version" class="oe_highlight" attrs="{'invisible': [('state', '=', 'active')]}"/>
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<button string="New Agreement" type="object" name="create_new_agreement" class="oe_highlight" attrs="{'invisible': [('is_template', '=', False)]}"/>
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<field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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</div>
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<div class="oe_title">
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<label for="name" class="oe_edit_only" string="Agreement Name"/>
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<h1>
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<field name="name"/>
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</h1>
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</div>
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<group string="General">
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<group>
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<field name="reference" readonly="1"/>
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<field name="parent_agreement_id"
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domain="[('partner_id', '=', partner_id)]"/>
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<field name="is_template"/>
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</group>
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<group>
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<field name="agreement_type_id"
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widget="selection"
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required="True"/>
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<field name="agreement_subtype_id"
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widget="selection"
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domain="[('agreement_type_id', '=', agreement_type_id)]"/>
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<field name="assigned_user_id"
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attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
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<field name="active" invisible="1"/>
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<field name="state" invisible="1"/>
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</group>
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</group>
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<group string="Description">
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<field name="description"
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required="True"
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nolabel="1"/>
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</group>
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<group class="oe_edit_only">
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<group>
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<field name="field_id"
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domain="[('model_id', '=', active_model),
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('ttype', '!=', 'one2many'),
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('ttype', '!=', 'many2many')]"/>
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<field name="sub_object_id" readonly="1"/>
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<field name="sub_model_object_field_id"
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domain="[('model_id', '=', sub_object_id),
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('ttype', '!=', 'one2many'),
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('ttype', '!=', 'many2many')]"
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attrs="{'readonly':[('sub_object_id', '=', False)],
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'required':[('sub_object_id', '!=', False)]}"/>
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<field name="default_value"/>
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<field name="copyvalue"/>
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</group>
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<p>
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This section (on the left) allows you to add dynamic fields inside the description and special terms.
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<ol>
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<li>Select the agreement field</li>
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<li>Select the sub-field</li>
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<li>Enter the default value if the field is empty</li>
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<li>Copy and paste the placeholder expression in the description or the special terms</li>
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</ol>
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</p>
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</group>
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<group name="parties" string="Parties">
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<group name="partner"
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string="Partner">
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<div class="o_address_format">
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<field name="partner_id"
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domain="[('customer', '=', True)]"
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context="{'show_address': 1}"
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options="{"always_reload": True}"/>
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</div>
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</group>
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<group name="company"
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string="Company">
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<div class="o_address_format">
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<field name="company_partner_id"
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readonly="1"
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context="{'show_address': 1}"
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options="{"always_reload": True}"/>
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</div>
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</group>
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<group name="partner_left" string="Primary Contact">
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<field name="partner_contact_id" domain="[('parent_id', '=', partner_id)]" nolabel="1"/>
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<field name="partner_contact_phone" widget="phone" readonly="1" nolabel="1"/>
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<field name="partner_contact_email" widget="email" readonly="1" nolabel="1"/>
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</group>
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<group name="contact_right" string="Primary Contact">
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<field name="company_contact_id" domain="[('parent_id', '=', company_partner_id)]" nolabel="1"/>
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<field name="company_contact_phone" widget="phone" readonly="1" nolabel="1"/>
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<field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
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</group>
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</group>
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<group name="term_information">
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<group name="termdates_left" string="Term Dates">
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<field name="start_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
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<field name="end_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
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<field name="expiration_notice"/>
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<field name="change_notice"/>
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<field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"/>
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<field name="termination_requested"/>
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<field name="termination_date"/>
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</group>
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<group name="paymentterm_right" string="Payment Terms">
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<field name="term" attrs="{'invisible': [('partner_id', '=', False)]}"/>
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<field name="payment_term_id" widget="selection"/>
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<field name="renewal_type_id" widget="selection"/>
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<field name="increase_type_id" widget="selection"/>
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</group>
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</group>
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<group string="Special Terms">
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<field name="special_terms"
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nolabel="1"/>
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</group>
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<notebook>
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<page name="structure" string="Structure">
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<div>
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<button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
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<button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
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</div>
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<separator string="Recitals"/>
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<field name="recital_ids"
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default_order="sequence"
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nolabel="1"
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context="{'default_agreement': active_id}"/>
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<separator string="Sections"/>
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<field name="sections_ids"
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default_order='sequence'
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nolabel="1"
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context="{'default_agreement': active_id}"/>
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<separator string="Clauses"/>
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<field name="clauses_ids"
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default_order='clause_id, sequence'
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nolabel="1"
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context="{'default_agreement': active_id}"/>
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<separator string="Appendices"/>
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<field name="appendix_ids"
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default_order='sequence'
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nolabel="1"
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context="{'default_agreement': active_id}"/>
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</page>
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<page name="signature" string="Signatures">
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<group>
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<group string="Partner">
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<field name="partner_signed_date"/>
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<field name="partner_signed_user_id" domain="[('parent_id', '=', partner_id)]"/>
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</group>
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<group string="Company">
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<field name="company_signed_date"/>
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<field name="company_signed_user_id"/>
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<field name="signed_contract" filename="signed_contract_filename"/>
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<field name="signed_contract_filename" invisible="1"/>
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</group>
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</group>
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</page>
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<page name="products" string="Products/Services">
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<field name="line_ids" nolabel="1">
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<tree editable="top">
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<field name="product_id"/>
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<field name="name"/>
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<field name="qty"/>
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<field name="uom_id" groups="product.group_uom"/>
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</tree>
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</field>
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</page>
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<page name="serviceprofiles" string="Service Profiles">
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<field name="serviceprofile_ids" nolabel="1">
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<tree editable="top">
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<field name="name"/>
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</tree>
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</field>
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</page>
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<page name="financials" string="Financials">
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<group>
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<group>
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<field name="analytic_id"/>
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</group>
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<group></group>
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</group>
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<group string="Revenues and Costs">
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<field name="analytic_line_ids"
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readonly="1"
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nolabel="1"/>
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</group>
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</page>
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<page name="child_agreements" string="Child Agreements">
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<field name="child_agreements_ids">
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<tree default_order='version desc'>
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<field name="name"/>
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<field name="version"/>
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<field name="revision"/>
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</tree>
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</field>
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</page>
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<page name="old_versions" string="Revisions">
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<field name="previous_version_agreements_ids" string="Previouse Versions">
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<tree default_order='version desc'>
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<field name="name"/>
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<field name="version"/>
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<field name="revision"/>
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</tree>
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</field>
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</page>
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<page name="performance" string="Performance">
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<p>This section is a place where financial records will show the current performance of this agreement.</p>
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<p>Perhaps include invoices with total vs costs? </p>
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</page>
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</notebook>
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<group string="Administration">
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<div>
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<p>Reviewed by <field name="reviewed_user_id" class="oe_inline"/> on <field name="reviewed_date" class="oe_inline"/>.</p>
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<p>Approved by <field name="approved_user_id" class="oe_inline"/> on <field name="approved_date" class="oe_inline"/>.</p>
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</div>
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</group>
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<footer>
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Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
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| Created By: <field name="create_uid" readonly="True"/>
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| Created On: <field name="create_date" readonly="True"/>
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</footer>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<!-- Agreement Kanban View -->
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<record id="view_project_agreement_kanban" model="ir.ui.view">
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<field name="name">Agreement Kanban</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id">
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<field name="color"/>
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<field name="assigned_user_id"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
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<div class="oe_kanban_content">
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<div class="o_kanban_record_top">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong><br/>
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<div class="o_kanban_record_subtitle text-muted">
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<field name="partner_id" invisible="context.get('default_partner_id', False)"/>
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<t t-if="record.end_date.raw_value and record.end_date.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
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<div t-attf-class="#{red || ''}">
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<i><field name="end_date"/></i>
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</div>
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</div>
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</div>
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<div class="o_dropdown_kanban dropdown" groups="base.group_user">
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<a class="dropdown-toggle btn" data-toggle="dropdown" href="#">
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<span class="fa fa-ellipsis-v" aria-hidden="true"/>
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</a>
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<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
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<li t-if="widget.editable"><a type="edit">Edit</a></li>
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<li class="divider"/>
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<li class="dropdown-header">Record's Colour</li>
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<li>
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<ul class="oe_kanban_colorpicker" data-field="color"/>
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</li>
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</ul>
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</div>
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</div>
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<div class="o_kanban_record_body">
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<field name="agreement_type_id"/> - <field name="agreement_subtype_id"/>
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</div>
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<div class="o_kanban_record_bottom">
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<div class="oe_kanban_bottom_left">
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V: <field name="version"/>
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</div>
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<div class="oe_kanban_bottom_right">
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<img t-att-src="kanban_image('res.users', 'image_small', record.assigned_user_id.raw_value)" t-att-title="record.assigned_user_id.value" width="36" height="36" class="oe_kanban_avatar"/>
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</div>
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</div>
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</div>
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<div class="oe_clear"/>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Agreement Search View -->
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<record model="ir.ui.view" id="partner_agreement_search_view">
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<field name="name">Agreement Search</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<search string="Agreement Search">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="agreement_type_id"/>
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<field name="agreement_subtype_id"/>
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<filter name="filter_non_template" string="Non-Templates" domain="[('active','=',True),('is_template', '=', False)]"/>
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<filter name="filter_inactive" string="Archived" domain="[('active','=',False)]"/>
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<filter name="filter_templates" string="Templates" domain="[('active','=',True),('is_template', '=', True)]"/>
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<filter name="group_partner_id" string="Partners" icon="terp-partner" context="{'group_by':'partner_id'}"/>
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<filter name="group_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
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</search>
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</field>
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</record>
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<!-- Agreement Reporting -->
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<record id="agreement_graph_view" model="ir.ui.view">
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<field name="name">agreement.graph</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<graph string="Agreements" type="bar">
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<field name="stage_id" type="row"/>
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</graph>
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</field>
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</record>
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<record id="agreement_pivot_view" model="ir.ui.view">
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<field name="name">agreement.pivot</field>
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<field name="model">agreement</field>
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<field name="arch" type="xml">
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<pivot string="Agreements" display_quantity="true">
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<field name="stage_id" type="row"/>
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</pivot>
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</field>
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</record>
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<record id="action_agreement_report_order" model="ir.actions.act_window">
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<field name="name">Agreements</field>
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<field name="res_model">agreement</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,pivot</field>
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</record>
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<!-- Adding a new filter to the order line search view -->
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<record id="order_lines_search_view" model="ir.ui.view">
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<field name="name">Order Lines Search</field>
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<field name="model">sale.order.line</field>
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<field name="type">search</field>
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<field name="inherit_id" ref="sale.view_sales_order_line_filter"/>
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<field name="arch" type="xml">
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<xpath expr="/search/filter[1]" position="after">
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<filter name="filter_service_product_type" string="Service Type" domain="[('type', '=', 'service')]"/>
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</xpath>
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</field>
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</record>
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<!-- actions opening views on models -->
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<record model="ir.actions.act_window" id="agreement_dashboard_agreement">
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<field name="name">Agreements</field>
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<field name="res_model">agreement</field>
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<field name="domain">[('is_template', '=', False)]</field>
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<field name="view_mode">kanban,tree,form</field>
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</record>
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<record model="ir.actions.act_window" id="agreement_operations_agreement">
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<field name="name">Agreements</field>
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<field name="res_model">agreement</field>
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<field name="domain">[('is_template', '=', False)]</field>
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<field name="view_mode">tree,form</field>
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</record>
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<record model="ir.actions.act_window" id="partner_agreement_agreement_templates">
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<field name="name">Templates</field>
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<field name="res_model">agreement</field>
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<field name="domain">[('is_template', '=', True)]</field>
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<field name="context">[('is_template', '=', True)]</field>
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<field name="view_mode">tree,kanban,form</field>
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</record>
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</odoo>
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