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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Agreement List View-->
<record model="ir.ui.view" id="partner_agreement_list_view">
<field name="name">Agreement List</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<tree string="Agreements" default_order='name'>
<field name="name"/>
<field name="partner_id"/>
<field name="company_partner_id"/>
<field name="parent_agreement_id"/>
<field name="agreement_type_id"/>
<field name="agreement_subtype_id"/>
<field name="active" invisible="1"/>
</tree>
</field>
</record>
<!-- Agreement Form View -->
<record model="ir.ui.view" id="partner_agreement_form_view">
<field name="name">Agreement Form</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<form string="Agreements Form">
<header>
<button string="New Version" type="object" name="create_new_version" class="oe_highlight" attrs="{'invisible': [('state', '=', 'active')]}"/>
<button string="New Agreement" type="object" name="create_new_agreement" class="oe_highlight" attrs="{'invisible': [('is_template', '=', False)]}"/>
<field name="stage_id" widget="statusbar" clickable="True" options="{'fold_field': 'fold'}"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
</div>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Agreement Name"/>
<h1>
<field name="name"/>
</h1>
</div>
<group string="General">
<group>
<field name="code" readonly="1"/>
<field name="parent_agreement_id"
domain="[('partner_id', '=', partner_id)]"/>
<field name="is_template"/>
</group>
<group>
<field name="agreement_type_id"
widget="selection"
required="True"/>
<field name="agreement_subtype_id"
widget="selection"
domain="[('agreement_type_id', '=', agreement_type_id)]"/>
<field name="assigned_user_id"
attrs="{'invisible': [('is_template', '=', True)], 'readonly':[('is_template', '=', True)]}"/>
<field name="active" invisible="1"/>
<field name="state" invisible="1"/>
</group>
</group>
<group string="Description">
<field name="description"
required="True"
nolabel="1"/>
</group>
<group class="oe_edit_only">
<group>
<field name="field_id"
domain="[('model_id', '=', active_model),
('ttype', '!=', 'one2many'),
('ttype', '!=', 'many2many')]"/>
<field name="sub_object_id" readonly="1"/>
<field name="sub_model_object_field_id"
domain="[('model_id', '=', sub_object_id),
('ttype', '!=', 'one2many'),
('ttype', '!=', 'many2many')]"
attrs="{'readonly':[('sub_object_id', '=', False)],
'required':[('sub_object_id', '!=', False)]}"/>
<field name="default_value"/>
<field name="copyvalue"/>
</group>
<p>
This section (on the left) allows you to add dynamic fields inside the description and special terms.
<ol>
<li>Select the agreement field</li>
<li>Select the sub-field</li>
<li>Enter the default value if the field is empty</li>
<li>Copy and paste the placeholder expression in the description or the special terms</li>
</ol>
</p>
</group>
<group name="parties" string="Parties">
<group name="partner"
string="Partner">
<div class="o_address_format">
<field name="partner_id"
domain="[('customer', '=', True)]"
context="{'show_address': 1}"
options="{&quot;always_reload&quot;: True}"/>
</div>
</group>
<group name="company"
string="Company">
<div class="o_address_format">
<field name="company_partner_id"
readonly="1"
context="{'show_address': 1}"
options="{&quot;always_reload&quot;: True}"/>
</div>
</group>
<group name="partner_left" string="Primary Contact">
<field name="partner_contact_id" domain="[('parent_id', '=', partner_id)]" nolabel="1"/>
<field name="partner_contact_phone" widget="phone" readonly="1" nolabel="1"/>
<field name="partner_contact_email" widget="email" readonly="1" nolabel="1"/>
</group>
<group name="contact_right" string="Primary Contact">
<field name="company_contact_id" domain="[('parent_id', '=', company_partner_id)]" nolabel="1"/>
<field name="company_contact_phone" widget="phone" readonly="1" nolabel="1"/>
<field name="company_contact_email" widget="email" readonly="1" nolabel="1"/>
</group>
</group>
<group name="term_information">
<group name="termdates_left" string="Term Dates">
<field name="start_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
<field name="end_date" attrs="{'required': [('is_template', '=', False)], 'invisible': [('is_template', '=', True)]}"/>
<field name="expiration_notice"/>
<field name="change_notice"/>
<field name="notification_address_id" domain="['|', ('parent_id', '=', partner_id), ('parent_id', '=', company_partner_id)]"/>
<field name="termination_requested"/>
<field name="termination_date"/>
</group>
</group>
<group string="Special Terms">
<field name="special_terms"
nolabel="1"/>
</group>
<notebook>
<page name="structure" string="Structure">
<div>
<button name="%(partner_agreement_contract_document_preview)d" string="Preview" type="action" class="oe_highlight"/>
<button name="%(partner_agreement_contract_document)d" string="Print" type="action" class="oe_highlight"/>
</div>
<separator string="Recitals"/>
<field name="recital_ids"
default_order="sequence"
nolabel="1"
context="{'default_agreement': active_id}"/>
<separator string="Sections"/>
<field name="sections_ids"
default_order='sequence'
nolabel="1"
context="{'default_agreement': active_id}"/>
<separator string="Clauses"/>
<field name="clauses_ids"
default_order='clause_id, sequence'
nolabel="1"
context="{'default_agreement': active_id}"/>
<separator string="Appendices"/>
<field name="appendix_ids"
default_order='sequence'
nolabel="1"
context="{'default_agreement': active_id}"/>
</page>
<page name="signature" string="Signatures">
<group>
<group string="Partner">
<field name="partner_signed_date"/>
<field name="partner_signed_user_id" domain="[('parent_id', '=', partner_id)]"/>
</group>
<group string="Company">
<field name="company_signed_date"/>
<field name="company_signed_user_id"/>
<field name="signed_contract" filename="signed_contract_filename"/>
<field name="signed_contract_filename" invisible="1"/>
</group>
</group>
</page>
<page name="products" string="Products/Services">
<field name="line_ids" nolabel="1">
<tree editable="top">
<field name="product_id"/>
<field name="name"/>
<field name="qty"/>
<field name="uom_id" groups="uom.group_uom"/>
</tree>
</field>
</page>
<page name="child_agreements" string="Child Agreements">
<field name="child_agreements_ids">
<tree default_order='version desc'>
<field name="name"/>
<field name="version"/>
<field name="revision"/>
</tree>
</field>
</page>
<page name="old_versions" string="Revisions">
<field name="previous_version_agreements_ids" string="Previouse Versions">
<tree default_order='version desc'>
<field name="name"/>
<field name="version"/>
<field name="revision"/>
</tree>
</field>
</page>
<page name="performance" string="Performance">
<p>This section is a place where financial records will show the current performance of this agreement.</p>
<p>Perhaps include invoices with total vs costs? </p>
</page>
</notebook>
<group string="Administration">
<div>
<p>Reviewed by <field name="reviewed_user_id" class="oe_inline"/> on <field name="reviewed_date" class="oe_inline"/>.</p>
<p>Approved by <field name="approved_user_id" class="oe_inline"/> on <field name="approved_date" class="oe_inline"/>.</p>
</div>
</group>
<footer>
Version: <field name="version" readonly="True"/>.<field name="revision" readonly="True"/>
| Created By: <field name="create_uid" readonly="True"/>
| Created On: <field name="create_date" readonly="True"/>
</footer>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!-- Agreement Kanban View -->
<record id="view_project_agreement_kanban" model="ir.ui.view">
<field name="name">Agreement Kanban</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id">
<field name="color"/>
<field name="assigned_user_id"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
<div class="oe_kanban_content">
<div class="o_kanban_record_top">
<div class="o_kanban_record_headings">
<strong class="o_kanban_record_title">
<field name="name"/>
</strong><br/>
<div class="o_kanban_record_subtitle text-muted">
<field name="partner_id" invisible="context.get('default_partner_id', False)"/>
<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>
<div t-attf-class="#{red || ''}">
<i><field name="end_date"/></i>
</div>
</div>
</div>
<div class="o_dropdown_kanban dropdown" groups="base.group_user">
<a role="button" class="dropdown-toggle btn" data-toggle="dropdown" href="#">
<span class="fa fa-ellipsis-v" aria-hidden="true"/>
</a>
<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
<li t-if="widget.editable"><a type="edit">Edit</a></li>
<li class="divider"/>
<li class="dropdown-header">Record's Colour</li>
<li>
<ul class="oe_kanban_colorpicker" data-field="color"/>
</li>
</ul>
</div>
</div>
<div class="o_kanban_record_body">
<field name="agreement_type_id"/> - <field name="agreement_subtype_id"/>
</div>
<div class="o_kanban_record_bottom">
<div class="oe_kanban_bottom_left">
V: <field name="version"/>
</div>
<div class="oe_kanban_bottom_right">
<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" alt="user &amp; picture"/>
</div>
</div>
</div>
<div class="oe_clear"/>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<!-- Agreement Search View -->
<record model="ir.ui.view" id="partner_agreement_search_view">
<field name="name">Agreement Search</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<search string="Agreement Search">
<field name="name"/>
<field name="partner_id"/>
<field name="agreement_type_id"/>
<field name="agreement_subtype_id"/>
<filter name="filter_non_template" string="Non-Templates" domain="[('active','=',True),('is_template', '=', False)]"/>
<filter name="filter_inactive" string="Archived" domain="[('active','=',False)]"/>
<filter name="filter_templates" string="Templates" domain="[('active','=',True),('is_template', '=', True)]"/>
<filter name="group_partner_id" string="Partners" icon="terp-partner" context="{'group_by':'partner_id'}"/>
<filter name="group_status" string="Status" icon="terp-partner" context="{'group_by':'state'}"/>
</search>
</field>
</record>
<!-- Agreement Reporting -->
<record id="agreement_graph_view" model="ir.ui.view">
<field name="name">agreement.graph</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<graph string="Agreements" type="bar">
<field name="stage_id" type="row"/>
</graph>
</field>
</record>
<record id="agreement_pivot_view" model="ir.ui.view">
<field name="name">agreement.pivot</field>
<field name="model">agreement</field>
<field name="arch" type="xml">
<pivot string="Agreements" display_quantity="true">
<field name="stage_id" type="row"/>
</pivot>
</field>
</record>
<record id="action_agreement_report_order" model="ir.actions.act_window">
<field name="name">Agreements</field>
<field name="res_model">agreement</field>
<field name="view_type">form</field>
<field name="view_mode">graph,pivot</field>
</record>
<!-- actions opening views on models -->
<record model="ir.actions.act_window" id="agreement_dashboard_agreement">
<field name="name">Agreements</field>
<field name="res_model">agreement</field>
<field name="domain">[('is_template', '=', False)]</field>
<field name="view_mode">kanban,tree,form</field>
</record>
<record model="ir.actions.act_window" id="agreement_operations_agreement">
<field name="name">Agreements</field>
<field name="res_model">agreement</field>
<field name="domain">[('is_template', '=', False)]</field>
<field name="view_mode">tree,form</field>
</record>
<record model="ir.actions.act_window" id="partner_agreement_agreement_templates">
<field name="name">Templates</field>
<field name="res_model">agreement</field>
<field name="domain">[('is_template', '=', True)]</field>
<!-- <field name="context">[('is_template', '=', True)]</field> -->
<field name="view_mode">tree,kanban,form</field>
</record>
</odoo>