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408 lines
14 KiB
408 lines
14 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 = ["agreement", "mail.thread"]
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def _default_stage_id(self):
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return self.env.ref("agreement_legal.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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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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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)
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reviewed_date = fields.Date(
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string="Reviewed Date", track_visibility="onchange"
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)
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reviewed_user_id = fields.Many2one(
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"res.users", string="Reviewed By", track_visibility="onchange"
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)
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approved_date = fields.Date(
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string="Approved Date", track_visibility="onchange"
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)
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approved_user_id = fields.Many2one(
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"res.users", string="Approved By", track_visibility="onchange"
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)
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currency_id = fields.Many2one("res.currency", 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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)
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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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)
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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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)
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partner_contact_phone = fields.Char(
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related="partner_contact_id.phone", string="Phone"
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)
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partner_contact_email = fields.Char(
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related="partner_contact_id.email", string="Email"
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)
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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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)
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company_contact_phone = fields.Char(
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related="company_contact_id.phone", string="Phone"
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)
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company_contact_email = fields.Char(
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related="company_contact_id.email", string="Email"
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)
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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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)
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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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)
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product_ids = fields.Many2many(
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"product.template", string="Products & Services"
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)
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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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)
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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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)
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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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)
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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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)
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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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)
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recital_ids = fields.One2many(
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"agreement.recital", "agreement_id", string="Recitals", copy=True
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)
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sections_ids = fields.One2many(
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"agreement.section", "agreement_id", string="Sections", copy=True
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)
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clauses_ids = fields.One2many(
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"agreement.clause", "agreement_id", string="Clauses", copy=True
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)
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appendix_ids = fields.One2many(
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"agreement.appendix", "agreement_id", string="Appendices", copy=True
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)
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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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)
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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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)
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line_ids = fields.One2many(
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"agreement.line",
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"agreement_id",
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string="Products/Services",
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copy=False,
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)
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state = fields.Selection(
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[("draft", "Draft"), ("active", "Active"), ("inactive", "Inactive")],
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default="draft",
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track_visibility="always",
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)
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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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)
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signed_contract_filename = fields.Char(string="Filename")
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signed_contract = fields.Binary(
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string="Signed Document", track_visibility="always"
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)
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field_id = fields.Many2one(
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"ir.model.fields",
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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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)
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sub_object_id = fields.Many2one(
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"ir.model",
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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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)
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sub_model_object_field_id = fields.Many2one(
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"ir.model.fields",
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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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)
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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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)
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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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)
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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
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)._render_template(
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agreement.description, "agreement", agreement.id
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)
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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
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)._render_template(
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agreement.special_terms, "agreement", agreement.id
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)
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agreement.dynamic_special_terms = special_terms
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@api.onchange("field_id", "sub_model_object_field_id", "default_value")
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def onchange_copyvalue(self):
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self.sub_object_id = False
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self.copyvalue = False
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self.sub_object_id = False
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if self.field_id and not self.field_id.relation:
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self.copyvalue = "${{object.{} or {}}}".format(
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self.field_id.name, self.default_value or "''"
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)
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self.sub_model_object_field_id = False
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if self.field_id and self.field_id.relation:
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self.sub_object_id = self.env["ir.model"].search(
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[("model", "=", self.field_id.relation)]
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)[0]
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if self.sub_model_object_field_id:
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self.copyvalue = "${{object.{}.{} or {}}}".format(
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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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)
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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 = {
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"name": "{} - OLD VERSION".format(rec.name),
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"active": False,
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"parent_agreement_id": rec.id,
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}
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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 = {
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"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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}
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res = self.copy(default=default_vals)
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return {
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"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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}
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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"] = self.env["ir.sequence"].next_by_code(
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"agreement"
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) 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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