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Merge pull request #202 from sbejaoui/12.0-mig-contract
[12.0][MIG] - Migration module contract to 12.0
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================================ | ||
Contracts Management - Recurring | ||
================================ | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github | ||
:target: https://github.com/OCA/contract/tree/11.0/contract | ||
:alt: OCA/contract | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-contract | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/110/11.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module enables contracts management with recurring | ||
invoicing functions. Also you can print and send by email contract report. | ||
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It works for customer contract and supplier contracts. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To view discount field in contract line, you need to set *Discount on lines* in | ||
user access rights. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Go to Accounting -> Contracts and select or create a new contract. | ||
#. Check *Generate recurring invoices automatically*. | ||
#. Fill fields for selecting the recurrency and invoice parameters: | ||
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* Journal | ||
* Pricelist | ||
* Period. It can be any interval of days, weeks, months, months last day or | ||
years. | ||
* Start date and next invoice date. | ||
* Invoicing type: pre-paid or post-paid. | ||
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#. Add the lines to be invoiced with the product, description, quantity and | ||
price. | ||
#. You can mark Auto-price? for having a price automatically obtained applying | ||
the pricelist to the product price. | ||
#. You have the possibility to use the markers #START# or #END# in the | ||
description field to show the start and end date of the invoiced period. | ||
#. Choosing between pre-paid and post-paid, you modify the dates that are shown | ||
with the markers. | ||
#. A cron is created with daily interval, but if you are in debug mode, you can | ||
click on *Create invoices* to force this action. | ||
#. Click *Show recurring invoices* link to show all invoices created by the | ||
contract. | ||
#. Click on *Print > Contract* menu to print contract report. | ||
#. Click on *Send by Email* button to send contract by email. | ||
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Known issues / Roadmap | ||
====================== | ||
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* Recover states and others functional fields in Contracts. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* OpenERP SA | ||
* Tecnativa | ||
* LasLabs | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Pedro M. Baeza <pedro.baeza@tecnativa.com> | ||
* Carlos Dauden <carlos.dauden@tecnativa.com> | ||
* Angel Moya <angel.moya@domatix.com> | ||
* Dave Lasley <dave@laslabs.com> | ||
* Vicent Cubells <vicent.cubells@tecnativa.com> | ||
* Miquel Raïch <miquel.raich@eficent.com> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/contract>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2004-2010 OpenERP SA | ||
# Copyright 2014-2018 Tecnativa - Pedro M. Baeza | ||
# Copyright 2015 Domatix | ||
# Copyright 2016-2018 Tecnativa - Carlos Dauden | ||
# Copyright 2017 Tecnativa - Vicent Cubells | ||
# Copyright 2016-2017 LasLabs Inc. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
'name': 'Contracts Management - Recurring', | ||
'version': '12.0.1.0.0', | ||
'category': 'Contract Management', | ||
'license': 'AGPL-3', | ||
'author': "OpenERP SA, " | ||
"Tecnativa, " | ||
"LasLabs, " | ||
"Odoo Community Association (OCA)", | ||
'website': 'https://github.com/oca/contract', | ||
'depends': ['base', 'account', 'analytic'], | ||
'data': [ | ||
'security/ir.model.access.csv', | ||
'security/contract_security.xml', | ||
'report/report_contract.xml', | ||
'report/contract_views.xml', | ||
'data/contract_cron.xml', | ||
'data/mail_template.xml', | ||
'views/account_analytic_account_view.xml', | ||
'views/account_analytic_contract_view.xml', | ||
'views/account_invoice_view.xml', | ||
'views/res_partner_view.xml', | ||
], | ||
'installable': True, | ||
} |
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<?xml version="1.0" encoding='UTF-8'?> | ||
<odoo noupdate="1"> | ||
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<record model="ir.cron" id="account_analytic_cron_for_invoice"> | ||
<field name="name">Generate Recurring Invoices from Contracts</field> | ||
<field name="model_id" ref="analytic.model_account_analytic_account"/> | ||
<field name="state">code</field> | ||
<field name="code">model.cron_recurring_create_invoice()</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field name="numbercall">-1</field> | ||
<field eval="False" name="doall" /> | ||
</record> | ||
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</odoo> |
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<?xml version="1.0" ?> | ||
<odoo noupdate="1"> | ||
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<record id="email_contract_template" model="mail.template"> | ||
<field name="name">Email Contract Template</field> | ||
<field name="email_from">${(object.user_id.email and '%s <%s>' % (object.user_id.name, object.user_id.email) or '')|safe}</field> | ||
<field name="subject">${object.company_id.name} Contract (Ref ${object.name or 'n/a'})</field> | ||
<field name="partner_to">${object.partner_id.id}</field> | ||
<field name="model_id" ref="contract.model_account_analytic_account"/> | ||
<field name="auto_delete" eval="True"/> | ||
<field name="report_template" ref="contract.report_contract"/> | ||
<field name="report_name">Contract</field> | ||
<field name="lang">${object.partner_id.lang}</field> | ||
<field name="body_html"><![CDATA[ | ||
<div style="font-family: 'Lucida Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; "> | ||
<p>Hello ${object.partner_id.name or ''},</p> | ||
<p>A new contract has been created: </p> | ||
<p style="border-left: 1px solid #8e0000; margin-left: 30px;"> | ||
<strong>REFERENCES</strong><br /> | ||
Contract: <strong>${object.name}</strong><br /> | ||
% if object.date_start: | ||
Contract Date Start: ${object.date_start or ''}<br /> | ||
% endif | ||
% if object.user_id: | ||
% if object.user_id.email: | ||
Your Contact: <a href="mailto:${object.user_id.email or ''}?subject=Contract%20${object.name}">${object.user_id.name}</a> | ||
% else: | ||
Your Contact: ${object.user_id.name} | ||
% endif | ||
% endif | ||
</p> | ||
<br/> | ||
<p>If you have any questions, do not hesitate to contact us.</p> | ||
<p>Thank you for choosing ${object.company_id.name or 'us'}!</p> | ||
<br/> | ||
<br/> | ||
<div style="width: 375px; margin: 0px; padding: 0px; background-color: #8E0000; border-top-left-radius: 5px 5px; border-top-right-radius: 5px 5px; background-repeat: repeat no-repeat;"> | ||
<h3 style="margin: 0px; padding: 2px 14px; font-size: 12px; color: #DDD;"> | ||
<strong style="text-transform:uppercase;">${object.company_id.name}</strong></h3> | ||
</div> | ||
<div style="width: 347px; margin: 0px; padding: 5px 14px; line-height: 16px; background-color: #F2F2F2;"> | ||
<span style="color: #222; margin-bottom: 5px; display: block; "> | ||
${object.company_id.partner_id.sudo().with_context(show_address=True, html_format=True).name_get()[0][1] | safe} | ||
</span> | ||
% if object.company_id.phone: | ||
<div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; "> | ||
Phone: ${object.company_id.phone} | ||
</div> | ||
% endif | ||
% if object.company_id.website: | ||
<div> | ||
Web: <a href="${object.company_id.website}">${object.company_id.website}</a> | ||
</div> | ||
%endif | ||
<p></p> | ||
</div> | ||
</div> | ||
]]></field> | ||
</record> | ||
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</odoo> |
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