Merge PR #53 into 17.0

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OCA · Feb 3, 2025 · 99950fb · 99950fb
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diff --git a/agreement_legal/README.rst b/agreement_legal/README.rst
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+================
+Agreements Legal
+================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:0295ff399e3360ceab87b6befafe455990f071e7cca04046a03e5529f21757c2
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fagreement-lightgray.png?logo=github
+    :target: https://github.com/OCA/agreement/tree/17.0/agreement_legal
+    :alt: OCA/agreement
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/agreement-17-0/agreement-17-0-agreement_legal
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/agreement&target_branch=17.0
+    :alt: Try me on Runboat
+
+|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
+
+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/agreement/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/agreement/issues/new?body=module:%20agreement_legal%0Aversion:%2017.0%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]>
+- Tharathip Chaweewongphan <[email protected]>
+- Italo LOPES <[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/agreement <https://github.com/OCA/agreement/tree/17.0/agreement_legal>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/agreement_legal/__init__.py b/agreement_legal/__init__.py
@@ -0,0 +1,5 @@
+# Copyright (C) 2018 - TODAY, Pavlov Media
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizards
diff --git a/agreement_legal/__manifest__.py b/agreement_legal/__manifest__.py
@@ -0,0 +1,47 @@
+# 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/agreement",
+    "category": "Partner",
+    "license": "AGPL-3",
+    "version": "17.0.2.0.0",
+    "depends": ["contacts", "agreement", "product", "web"],
+    "data": [
+        "data/cron.xml",
+        "data/ir_sequence.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/res_partner.xml",
+        "views/agreement.xml",
+        "views/menu.xml",
+        "wizards/create_agreement_wizard.xml",
+    ],
+    "demo": ["demo/demo.xml"],
+    "assets": {
+        "web.assets_backend": [
+            "agreement_legal/static/src/js/**/*",
+            "agreement_legal/static/src/xml/**/*",
+        ],
+    },
+    "application": True,
+    "development_status": "Beta",
+    "maintainers": ["max3903", "ygol"],
+}
diff --git a/agreement_legal/data/agreement_stage.xml b/agreement_legal/data/agreement_stage.xml
@@ -0,0 +1,64 @@
+<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_terminated" model="agreement.stage">
+        <field name="name">Terminated</field>
+        <field name="sequence">90</field>
+        <field name="fold">True</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>
diff --git a/agreement_legal/data/agreement_type.xml b/agreement_legal/data/agreement_type.xml
@@ -0,0 +1,15 @@
+<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>
diff --git a/agreement_legal/data/cron.xml b/agreement_legal/data/cron.xml
@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo noupdate="1">
+    <!-- Add warning days -->
+    <record id="mail_activity_review_agreement" model="mail.activity.type">
+        <field name="name">Agreement needs a review</field>
+        <field name="summary">note</field>
+        <field name="category">default</field>
+        <field name="res_model">agreement</field>
+        <field name="icon">fa-tasks</field>
+        <field name="delay_count">0</field>
+    </record>
+    <!--Test warning days -->
+    <record model="ir.cron" forcecreate="True" id="ir_cron_test_acc_move_except">
+        <field name="name">Agreement: Check to Review Days</field>
+        <field name="model_id" ref="agreement_legal.model_agreement" />
+        <field name="state">code</field>
+        <field name="code">model._alert_to_review_date()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">20</field>
+        <field name="interval_type">minutes</field>
+        <field name="numbercall">-1</field>
+        <field name="doall" eval="False" />
+        <field name="active" eval="True" />
+    </record>
+</odoo>
diff --git a/agreement_legal/data/ir_sequence.xml b/agreement_legal/data/ir_sequence.xml
@@ -0,0 +1,12 @@
+<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>
diff --git a/agreement_legal/demo/demo.xml b/agreement_legal/demo/demo.xml
@@ -0,0 +1,40 @@
+<!--
+     © 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>