[14.0] [MIG] agreement_legal agreement_legal_sale agreement_sale agreement agreement_serviceprofile base_contract Migration to v14.0

agreement_legal/README.rst

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+================
+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 <[email protected]>
+* Bhavesh Odedra <[email protected]>
+* Wolfgang Hall <[email protected]>
+* Maxime Chambreuil <[email protected]>
+* Sandip Mangukiya <[email protected]>
+* Yves Goldberg <[email protected]>
+
+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.

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

agreement_legal/__manifest__.py

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+# 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": "14.0.1.0.0",
+    "depends": ["base", "base_setup", "contacts", "base_contract", "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"
+    ],
+}

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>

agreement_legal/data/agreement_type.xml

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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>

agreement_legal/data/ir_sequence.xml

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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>

agreement_legal/data/module_category.xml

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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>

agreement_legal/demo/demo.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!--
+     © 2019 Ygol Internetwork ([email protected])
+     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>