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# 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)