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.
401 lines
13 KiB
401 lines
13 KiB
# Copyright (C) 2018 - TODAY, Pavlov Media
|
|
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
|
|
|
from odoo import api, fields, models, _
|
|
|
|
|
|
class Agreement(models.Model):
|
|
_name = 'agreement'
|
|
_inherit = ['mail.thread']
|
|
|
|
def _default_stage_id(self):
|
|
return self.env.ref('agreement.agreement_stage_new')
|
|
|
|
# General
|
|
name = fields.Char(
|
|
string="Title",
|
|
required=True
|
|
)
|
|
is_template = fields.Boolean(
|
|
string="Is a Template?",
|
|
default=False,
|
|
copy=False,
|
|
help="Make this agreement a template."
|
|
)
|
|
version = fields.Integer(
|
|
string="Version",
|
|
default=1,
|
|
copy=False,
|
|
help="The versions are used to keep track of document history and "
|
|
"previous versions can be referenced."
|
|
)
|
|
revision = fields.Integer(
|
|
string="Revision",
|
|
default=0,
|
|
copy=False,
|
|
help="The revision will increase with every save event."
|
|
)
|
|
description = fields.Text(
|
|
string="Description",
|
|
track_visibility='onchange',
|
|
help="Description of the agreement"
|
|
)
|
|
start_date = fields.Date(
|
|
string="Start Date",
|
|
track_visibility='onchange',
|
|
help="When the agreement starts."
|
|
)
|
|
end_date = fields.Date(
|
|
string="End Date",
|
|
track_visibility='onchange',
|
|
help="When the agreement ends."
|
|
)
|
|
color = fields.Integer()
|
|
active = fields.Boolean(
|
|
string="Active",
|
|
default=True,
|
|
help="If unchecked, it will allow you to hide the agreement without "
|
|
"removing it."
|
|
)
|
|
company_signed_date = fields.Date(
|
|
string="Signed on",
|
|
track_visibility='onchange',
|
|
help="Date the contract was signed by Company."
|
|
)
|
|
partner_signed_date = fields.Date(
|
|
string="Signed on",
|
|
track_visibility='onchange',
|
|
help="Date the contract was signed by the Partner."
|
|
)
|
|
term = fields.Integer(
|
|
string="Term (Months)",
|
|
track_visibility='onchange',
|
|
help="Number of months this agreement/contract is in effect with the "
|
|
"partner."
|
|
)
|
|
expiration_notice = fields.Integer(
|
|
string="Exp. Notice (Days)",
|
|
track_visibility='onchange',
|
|
help="Number of Days before expiration to be notified."
|
|
)
|
|
change_notice = fields.Integer(
|
|
string="Change Notice (Days)",
|
|
track_visibility='onchange',
|
|
help="Number of Days to be notified before changes."
|
|
)
|
|
special_terms = fields.Text(
|
|
string="Special Terms",
|
|
track_visibility='onchange',
|
|
help="Any terms that you have agreed to and want to track on the "
|
|
"agreement/contract."
|
|
)
|
|
contract_value = fields.Monetary(
|
|
compute='_compute_contract_value',
|
|
string="Contract Value",
|
|
help="Total value of the contract over ther entire term.",
|
|
store=True
|
|
)
|
|
reference = fields.Char(
|
|
string="Reference",
|
|
required=True,
|
|
default=lambda self: _('New'),
|
|
track_visibility='onchange',
|
|
help="ID used for internal contract tracking.")
|
|
total_company_mrc = fields.Monetary(
|
|
'Company MRC',
|
|
currency_field='currency_id',
|
|
help="Total company monthly recurring costs."
|
|
)
|
|
total_customer_mrc = fields.Monetary(
|
|
'Customer MRC',
|
|
currency_field='currency_id',
|
|
help="Total custemer monthly recurring costs."
|
|
)
|
|
total_company_nrc = fields.Monetary(
|
|
'Company NRC',
|
|
currency_field='currency_id',
|
|
help="Total company non-recurring costs."
|
|
)
|
|
total_customer_nrc = fields.Monetary(
|
|
'Customer NRC',
|
|
currency_field='currency_id',
|
|
help="Total custemer non-monthly recurring costs."
|
|
)
|
|
increase_type_id = fields.Many2one(
|
|
'agreement.increasetype',
|
|
string="Increase Type",
|
|
track_visibility='onchange',
|
|
help="The amount that certain rates may increase."
|
|
)
|
|
termination_requested = fields.Date(
|
|
string="Termination Requested Date",
|
|
track_visibility='onchange',
|
|
help="Date that a request for termination was received."
|
|
)
|
|
termination_date = fields.Date(
|
|
string="Termination Date",
|
|
track_visibility='onchange',
|
|
help="Date that the contract was terminated."
|
|
)
|
|
reviewed_date = fields.Date(
|
|
string="Reviewed Date",
|
|
track_visibility='onchange'
|
|
)
|
|
reviewed_user_id = fields.Many2one(
|
|
'res.users',
|
|
string="Reviewed By",
|
|
track_visibility='onchange'
|
|
)
|
|
approved_date = fields.Date(
|
|
string="Approved Date",
|
|
track_visibility='onchange'
|
|
)
|
|
approved_user_id = fields.Many2one(
|
|
'res.users',
|
|
string="Approved By",
|
|
track_visibility='onchange'
|
|
)
|
|
currency_id = fields.Many2one(
|
|
'res.currency',
|
|
string='Currency'
|
|
)
|
|
partner_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Partmer",
|
|
copy=True,
|
|
help="The customer or vendor this agreement is related to."
|
|
)
|
|
company_partner_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Company",
|
|
copy=True,
|
|
default=lambda self: self.env.user.company_id.partner_id
|
|
)
|
|
partner_contact_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Partner Contact",
|
|
copy=True,
|
|
help="The primary partner contact (If Applicable)."
|
|
)
|
|
partner_contact_phone = fields.Char(
|
|
related='partner_contact_id.phone',
|
|
string="Phone"
|
|
)
|
|
partner_contact_email = fields.Char(
|
|
related='partner_contact_id.email',
|
|
string="Email"
|
|
)
|
|
company_contact_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Company Contact",
|
|
copy=True,
|
|
help="The primary contact in the company."
|
|
)
|
|
company_contact_phone = fields.Char(
|
|
related='company_contact_id.phone',
|
|
string="Phone"
|
|
)
|
|
company_contact_email = fields.Char(
|
|
related='company_contact_id.email',
|
|
string="Email"
|
|
)
|
|
agreement_type_id = fields.Many2one(
|
|
'agreement.type',
|
|
string="Agreement Type",
|
|
track_visibility='onchange',
|
|
help="Select the type of agreement."
|
|
)
|
|
agreement_subtype_id = fields.Many2one(
|
|
'agreement.subtype',
|
|
string="Agreement Sub-type",
|
|
track_visibility='onchange',
|
|
help="Select the sub-type of this agreement. Sub-Types are related to "
|
|
"agreement types."
|
|
)
|
|
product_ids = fields.Many2many(
|
|
'product.template',
|
|
string="Products & Services")
|
|
sale_order_id = fields.Many2one(
|
|
'sale.order',
|
|
string="Sales Order",
|
|
track_visibility='onchange',
|
|
copy=False,
|
|
help="Select the Sales Order that this agreement is related to."
|
|
)
|
|
payment_term_id = fields.Many2one(
|
|
'account.payment.term',
|
|
string="Payment Term",
|
|
track_visibility='onchange',
|
|
help="Terms of payments."
|
|
)
|
|
assigned_user_id = fields.Many2one(
|
|
'res.users',
|
|
string="Assigned To",
|
|
track_visibility='onchange',
|
|
help="Select the user who manages this agreement."
|
|
)
|
|
company_signed_user_id = fields.Many2one(
|
|
'res.users',
|
|
string="Signed By",
|
|
track_visibility='onchange',
|
|
help="The user at our company who authorized/signed the agreement or "
|
|
"contract."
|
|
)
|
|
partner_signed_user_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Signed By",
|
|
track_visibility='onchange',
|
|
help="Contact on the account that signed the agreement/contract."
|
|
)
|
|
parent_agreement_id = fields.Many2one(
|
|
'agreement',
|
|
string="Parent Agreement",
|
|
help="Link this agreement to a parent agreement. For example if this "
|
|
"agreement is an amendment to another agreement. This list will "
|
|
"only show other agreements related to the same account."
|
|
)
|
|
renewal_type_id = fields.Many2one(
|
|
'agreement.renewaltype',
|
|
string="Renewal Type",
|
|
track_visibility='onchange',
|
|
help="Describes what happens after the contract expires."
|
|
)
|
|
order_lines_services_ids = fields.One2many(
|
|
related='sale_order_id.order_line',
|
|
string="Service Order Lines",
|
|
copy=False
|
|
)
|
|
sections_ids = fields.One2many(
|
|
'agreement.section',
|
|
'agreement_id',
|
|
string="Sections",
|
|
copy=True
|
|
)
|
|
clauses_ids = fields.One2many(
|
|
'agreement.clause',
|
|
'agreement_id',
|
|
string="Clauses",
|
|
copy=True
|
|
)
|
|
analytic_id = fields.Many2one('account.analytic.account',
|
|
string='Analytic Account', index=True)
|
|
analytic_line_ids = fields.One2many('account.analytic.line',
|
|
'agreement_id',
|
|
string='Revenues and Costs',
|
|
copy=False)
|
|
previous_version_agreements_ids = fields.One2many(
|
|
'agreement',
|
|
'parent_agreement_id',
|
|
string="Child Agreements",
|
|
copy=False,
|
|
domain=[('active', '=', False)]
|
|
)
|
|
child_agreements_ids = fields.One2many(
|
|
'agreement',
|
|
'parent_agreement_id',
|
|
string="Child Agreements",
|
|
copy=False,
|
|
domain=[('active', '=', True)]
|
|
)
|
|
products_ids = fields.Many2many(
|
|
'product.template',
|
|
string="Products",
|
|
copy=False
|
|
)
|
|
state = fields.Selection([
|
|
('draft', 'Draft'),
|
|
('active', 'Active'),
|
|
('inactive', 'Inactive')],
|
|
default='draft',
|
|
track_visibility='always'
|
|
)
|
|
notification_address_id = fields.Many2one(
|
|
'res.partner',
|
|
string="Notification Address",
|
|
help="The address to send notificaitons to, if different from "
|
|
"customer address.(Address Type = Other)"
|
|
)
|
|
signed_contract_filename = fields.Char(
|
|
string="Filename"
|
|
)
|
|
signed_contract = fields.Binary(
|
|
string="Signed Document",
|
|
track_visibility='always'
|
|
)
|
|
|
|
# compute contract_value field
|
|
@api.depends('total_customer_mrc', 'total_customer_nrc', 'term')
|
|
def _compute_contract_value(self):
|
|
for record in self:
|
|
record.contract_value =\
|
|
(record.total_customer_mrc * record.term) +\
|
|
record.total_customer_nrc
|
|
|
|
# compute total_company_mrc field
|
|
@api.depends('order_lines_services_ids', 'sale_order_id')
|
|
def _compute_company_mrc(self):
|
|
order_lines = self.env['sale.order.line'].search(
|
|
[('is_service', '=', True)])
|
|
amount_total = sum(order_lines.mapped('purchase_price'))
|
|
for record in self:
|
|
record.total_company_mrc = amount_total
|
|
|
|
# Used for Kanban grouped_by view
|
|
@api.model
|
|
def _read_group_stage_ids(self, stages, domain, order):
|
|
stage_ids = self.env['agreement.stage'].search([])
|
|
return stage_ids
|
|
|
|
stage_id = fields.Many2one(
|
|
'agreement.stage',
|
|
string="Stage",
|
|
group_expand='_read_group_stage_ids',
|
|
help="Select the current stage of the agreement.",
|
|
track_visibility='onchange',
|
|
index=True,
|
|
default=lambda self: self._default_stage_id(),
|
|
)
|
|
|
|
# Create New Version Button
|
|
@api.multi
|
|
def create_new_version(self, vals):
|
|
for rec in self:
|
|
if not rec.state == 'draft':
|
|
# Make sure status is draft
|
|
rec.state = 'draft'
|
|
default_vals = {'name': '{0} - OLD VERSION'.format(rec.name),
|
|
'active': False,
|
|
'parent_agreement_id': rec.id}
|
|
# Make a current copy and mark it as old
|
|
rec.copy(default=default_vals)
|
|
# Increment the Version
|
|
rec.version = rec.version + 1
|
|
# Reset revision to 0 since it's a new version
|
|
vals['revision'] = 0
|
|
return super(Agreement, self).write(vals)
|
|
|
|
def create_new_agreement(self):
|
|
default_vals = {'name': 'NEW',
|
|
'active': True,
|
|
'version': 1,
|
|
'revision': 0,
|
|
'state': 'draft'}
|
|
res = self.copy(default=default_vals)
|
|
return {'res_model': 'agreement',
|
|
'type': 'ir.actions.act_window',
|
|
'view_mode': 'form',
|
|
'view_type': 'form',
|
|
'res_id': res.id}
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
if vals.get('reference', _('New')) == _('New'):
|
|
vals['reference'] = \
|
|
self.env['ir.sequence'].next_by_code('agreement') or _('New')
|
|
return super(Agreement, self).create(vals)
|
|
|
|
# Increments the revision on each save action
|
|
@api.multi
|
|
def write(self, vals):
|
|
vals['revision'] = self.revision + 1
|
|
return super(Agreement, self).write(vals)
|