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[13.0][MIG] agreement_legal: Migration to 13.0 #674

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f597f4c
[ADD] agreement_legal migration
ygol Mar 29, 2019
2efe22c
[FIX] agreement_legal: remove account dependency
ygol Apr 2, 2019
8619fe6
[FIX] handling code field + partner_id
ygol Apr 2, 2019
b7aca0c
[UPD] remove field reference and use field code
ygol Apr 2, 2019
88dcc5a
[ADD] custom dynamic parties
ygol Apr 11, 2019
4124005
[IMP] add default html value for parties
ygol Apr 16, 2019
d6acb70
[FIX][12.0] Menu Icon.
murtuzasaleh Apr 18, 2019
708811f
[FIX] Icon in settings
max3903 Apr 30, 2019
df4ba87
[FIX] agreement_legal: module name
max3903 May 1, 2019
9ae3221
Added translation using Weblate (Portuguese (Portugal))
rdc02271 May 4, 2019
2479843
[FIX] Issue #323 + Cleanup
max3903 May 7, 2019
920b013
Update agreement_section.py
max3903 May 7, 2019
12891fc
[FIX] Duplicate label
max3903 May 8, 2019
6745608
[FIX] Clauses are copied from the sections
max3903 May 8, 2019
c6ce2e9
[FIX] agreement_legal: Copy
max3903 May 13, 2019
3d68a84
[FIX] View priority
max3903 May 15, 2019
50be8e2
Translated using Weblate (Portuguese (Portugal))
rdc02271 May 4, 2019
50e6109
[FIX] Issue #331
max3903 May 17, 2019
443c578
[IMP] agreement_legal: add readonly group
max3903 May 20, 2019
0147da4
[UPD] update agreement demo data with compulsory fields
ygol May 29, 2019
3f363b9
[UPD] move data to demo keyword
ygol May 29, 2019
263ccd0
[UPD] PR review's remarks
ygol May 29, 2019
b597905
Update agreement_legal/__manifest__.py
ygol May 29, 2019
8691128
[IMP]16335: 12.0 improve dynamic content generation
May 29, 2019
4e00040
[UPD] update agreement demo data with compulsory fields
ygol May 29, 2019
bcc3f86
[UPD] move data to demo keyword
ygol May 29, 2019
cb3f6be
[UPD] PR review's remarks
ygol May 29, 2019
8132b1c
[FIX] typo
ygol Jun 1, 2019
8696e75
[FIX] Issue #342
ygol Jun 5, 2019
ae04361
Translated using Weblate (French)
Jul 28, 2019
ec81970
[IMP] agreement_serviceprofile: add stage
brian10048 Jul 18, 2019
9b7203f
Added translation using Weblate (Chinese (Simplified))
liweijie0812 Sep 3, 2019
8c84996
Update agreement_legal/models/agreement.py
ygol Sep 11, 2019
4c74fa2
[IMP] move some notions from agreement_legal to agreement
gurneyalex Sep 27, 2019
844be3a
[FIX] agreement_legal: lint warnings
gurneyalex Oct 14, 2019
fc820cc
Translated using Weblate (Chinese (Simplified))
liweijie0812 Oct 16, 2019
e041515
Added translation using Weblate (Portuguese (Brazil))
augustodinizl Dec 16, 2019
c717402
Translated using Weblate (Portuguese (Brazil))
marcelsavegnago Feb 12, 2020
97f9aa8
Translated using Weblate (Portuguese (Portugal))
alvarorib Feb 14, 2020
6c9a193
[IMP] New icon for agreement modules (svg file in agreement_legal)
marcelsavegnago Feb 15, 2020
49985e7
Translated using Weblate (Portuguese (Portugal))
alvarorib Feb 17, 2020
22256dd
Added translation using Weblate (Portuguese)
pedrocasi Feb 17, 2020
4ba8f30
Translated using Weblate (Portuguese)
alvarorib Feb 17, 2020
c11b35a
Translated using Weblate (Portuguese)
pedrocasi Feb 17, 2020
70c9cb0
[FIX] agreement_legal: Change company_contact_id domain
Tardo Feb 17, 2020
d296911
Translated using Weblate (Portuguese (Portugal))
alvarorib Feb 17, 2020
c288bab
Translated using Weblate (Portuguese)
pedrocasi Feb 17, 2020
5581d99
[FIX] agreement_legal: Change partner_id domain in agreement view
Tardo Feb 18, 2020
c8c1de4
[FIX] company_partner_id and partner_id have the same label: Partner.
MiquelRForgeFlow Feb 18, 2020
34cca6e
Translated using Weblate (Portuguese)
alvarorib Feb 18, 2020
4123bea
[IMP] agreement,agreement_legal: support activities
Mar 6, 2020
4e437c5
Translated using Weblate (Portuguese (Brazil))
Mar 21, 2020
a38eb9b
Added translation using Weblate (Spanish)
Mar 25, 2020
3e3bca9
[FIX] agreement_legal
murtuzasaleh May 5, 2020
bcfcf27
Translated using Weblate (Portuguese (Brazil))
fcolus Jun 16, 2020
d4ee9b2
Translated using Weblate (Spanish)
pedrobaeza Jun 17, 2020
12d7a1c
Translated using Weblate (Portuguese (Brazil))
fcolus Jun 17, 2020
5fe56be
Translated using Weblate (Portuguese (Brazil))
britoederr Nov 6, 2020
a78e44b
Translated using Weblate (French)
remi-filament Jan 4, 2021
387e695
[12.0][FIX] agreement_legal: Error when mass action on list view
newtratip Feb 18, 2021
2ff0685
[IMP] agreement_legal: black, isort, prettier
victoralmau May 11, 2021
5250bfc
[MIG] agreement_legal: Migration to 13.0
victoralmau May 11, 2021
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142 changes: 142 additions & 0 deletions agreement_legal/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,142 @@
================
Agreements Legal
================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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/12.0/agreement_legal
:alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/110/12.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to manage agreements, letter of intent and contract content.
The module is meant to be used by the legal team of a company and to allow them
to define sections, clauses and templates with their respective content that can
be dynamic.

Based on the template, an agreement can be created and the pdf document generated.

The agreement would go through a workflow to finally become a contract with the
customer signature.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module:

* Go to Agreement > Configuration > Templates
* Create a new template with sections and clauses and their respective content
* Go to Agreement > Configuration > Stages
* Create and reorder stages to match your process

Usage
=====

To use this module:

* Go to Agreement > Agreements
* Create a new agreement
* Select a template
* Follow the process to get the required approval
* Send the invitation to the customer to review and sign the agreement

* Define Field using widget domain but having partial_use option true:
* For Ex:
* <field name="field_domain" widget="domain" nolabel="1"
* options="{'model': 'agreement.recital',
* 'partial_use': True}"/>

Known issues / Roadmap
======================

* Split the module to remove the dependencies on sale and account and provide
the same feature in extra modules (agreement_sale, agreement_account,
agreement_purchase)

Bug Tracker
===========

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:%20agreement_legal%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Pavlov Media
* Open Source Integrators
* Yves Goldberg (Ygol Internetwork)

Contributors
~~~~~~~~~~~~

* Patrick Wilson <pwilson@pavlovmedia.com>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Wolfgang Hall <whall@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
* Yves Goldberg <yves@ygol.com>

Other credits
~~~~~~~~~~~~~

The development of this module has been financially supported by:

* Pavlov Media
* Open Source Integrators
* Yves Goldberg

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
.. |maintainer-ygol| image:: https://github.com/ygol.png?size=40px
:target: https://github.com/ygol
:alt: ygol

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-max3903| |maintainer-ygol|

This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
14 changes: 14 additions & 0 deletions agreement_legal/__init__.py
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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, SUPERUSER_ID
from . import models


def post_init_agreement_legal(cr, registry):
env = api.Environment(cr, SUPERUSER_ID, dict())
cr.execute(
"UPDATE agreement SET stage_id = %s WHERE stage_id IS NULL;",
(env.ref("agreement_legal.agreement_stage_new").id,),
)
return True
44 changes: 44 additions & 0 deletions agreement_legal/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,44 @@
# Copyright (C) 2018 - TODAY, Pavlov Media
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Agreements Legal",
"summary": "Manage Agreements, LOI and Contracts",
"author": "Pavlov Media, "
"Open Source Integrators, "
"Yves Goldberg (Ygol Internetwork), "
"Odoo Community Association (OCA)",
"website": "https://github.com/OCA/contract",
"category": "Partner",
"license": "AGPL-3",
"version": "13.0.1.0.0",
"depends": ["contacts", "agreement", "product"],
"data": [
"data/ir_sequence.xml",
"data/module_category.xml",
"data/agreement_stage.xml",
"data/agreement_type.xml",
"security/res_groups.xml",
"security/ir.model.access.csv",
"report/agreement.xml",
"views/res_config_settings.xml",
"views/agreement_appendix.xml",
"views/agreement_clause.xml",
"views/agreement_recital.xml",
"views/agreement_section.xml",
"views/agreement_stages.xml",
"views/agreement_type.xml",
"views/agreement_subtype.xml",
"views/agreement_renewaltype.xml",
"views/agreement_increasetype.xml",
"views/res_partner.xml",
"views/agreement.xml",
"views/menu.xml",
],
"demo": ["demo/demo.xml"],
"qweb": ["static/src/xml/domain_widget_view.xml"],
"post_init_hook": "post_init_agreement_legal",
"application": True,
"development_status": "Beta",
"maintainers": ["max3903", "ygol"],
}
49 changes: 49 additions & 0 deletions agreement_legal/data/agreement_stage.xml
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<?xml version="1.0" ?>
<odoo>
<record id="agreement_stage_new" model="agreement.stage">
<field name="name">New</field>
<field name="sequence">10</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_draft" model="agreement.stage">
<field name="name">Draft</field>
<field name="sequence">20</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_reviewed" model="agreement.stage">
<field name="name">Reviewed</field>
<field name="sequence">30</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_negotiation" model="agreement.stage">
<field name="name">Negotiation</field>
<field name="sequence">40</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_out" model="agreement.stage">
<field name="name">Out for Customer Signature</field>
<field name="sequence">50</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_internal" model="agreement.stage">
<field name="name">Waiting Internal Signature</field>
<field name="sequence">60</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_active" model="agreement.stage">
<field name="name">Active</field>
<field name="sequence">70</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_expired" model="agreement.stage">
<field name="name">Expired</field>
<field name="sequence">80</field>
<field name="stage_type">agreement</field>
</record>
<record id="agreement_stage_cancelled" model="agreement.stage">
<field name="name">Cancelled</field>
<field name="sequence">100</field>
<field name="fold">True</field>
<field name="stage_type">agreement</field>
</record>
</odoo>
12 changes: 12 additions & 0 deletions agreement_legal/data/agreement_type.xml
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@@ -0,0 +1,12 @@
<?xml version="1.0" ?>
<odoo>
<record id="agreement_type_agreement" model="agreement.type">
<field name="name">Agreement</field>
</record>
<record id="agreement_type_contract" model="agreement.type">
<field name="name">Contract</field>
</record>
<record id="agreement_type_loi" model="agreement.type">
<field name="name">Letter of Intent</field>
</record>
</odoo>
11 changes: 11 additions & 0 deletions agreement_legal/data/ir_sequence.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<!-- Sequence for agreement -->
<record id="seq_agreement" model="ir.sequence">
<field name="name">Agreements</field>
<field name="code">agreement</field>
<field name="prefix">AG</field>
<field name="padding">3</field>
<field name="company_id" eval="False" />
</record>
</odoo>
7 changes: 7 additions & 0 deletions agreement_legal/data/module_category.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,7 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="agreement" model="ir.module.category">
<field name="name">Agreement</field>
<field name="sequence">80</field>
</record>
</odoo>
34 changes: 34 additions & 0 deletions agreement_legal/demo/demo.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,34 @@
<?xml version="1.0" encoding="utf-8" ?>
<!--
© 2019 Ygol Internetwork (yves@ygol.com)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo noupdate="1">
<record id="agreement.market1" model="agreement">
<field name="description">Hardware IT (C2C-IT0042)</field>
<field name="agreement_type_id" ref="agreement_type_agreement" />
</record>
<record id="agreement.market2" model="agreement">
<field name="description">Fiber access office Lausanne (C2C-IT0043)</field>
<field name="agreement_type_id" ref="agreement_type_contract" />
</record>
<record id="agreement.market3" model="agreement">
<field name="description">Vétérinaire (AGR-VETO001)</field>
<field name="agreement_type_id" ref="agreement_type_loi" />
</record>
<record id="agreement.market4" model="agreement">
<field
name="description"
>Wazo IPBX deployment and maintenance (AGR-TEL001)</field>
<field name="agreement_type_id" ref="agreement_type_loi" />
</record>
<record id="agreement.market5" model="agreement">
<field name="description">SIP Phones supply (BUY-VOIP012)</field>
<field name="agreement_type_id" ref="agreement_type_agreement" />
</record>
<record id="agreement.market6" model="agreement">
<field name="is_template">True</field>
<field name="description">SIP-ISDN gateways (BUY-VOIP013)</field>
<field name="agreement_type_id" ref="agreement_legal.agreement_type_contract" />
</record>
</odoo>