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================ | ||
Agreements Legal | ||
================ | ||
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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/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 | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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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. | ||
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Based on the template, an agreement can be created and the pdf document generated. | ||
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The agreement would go through a workflow to finally become a contract with the | ||
customer signature. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module: | ||
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* 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 | ||
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Usage | ||
===== | ||
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To use this module: | ||
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* 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 | ||
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* 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}"/> | ||
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Known issues / Roadmap | ||
====================== | ||
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* 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) | ||
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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:%20agreement_legal%0Aversion:%2012.0%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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* Pavlov Media | ||
* Open Source Integrators | ||
* Yves Goldberg (Ygol Internetwork) | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* 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> | ||
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Other credits | ||
~~~~~~~~~~~~~ | ||
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The development of this module has been financially supported by: | ||
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* Pavlov Media | ||
* Open Source Integrators | ||
* Yves Goldberg | ||
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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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.. |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 | ||
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-max3903| |maintainer-ygol| | ||
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal>`_ 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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# Copyright (C) 2018 - TODAY, Pavlov Media | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo import api, SUPERUSER_ID | ||
from . import models | ||
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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 |
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# Copyright (C) 2018 - TODAY, Pavlov Media | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"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"], | ||
} |
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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> |
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<?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> |
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<?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> |
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<?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> |
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<?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> |
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