diff --git a/partner_contract_anniversary/README.rst b/partner_contract_anniversary/README.rst new file mode 100644 index 0000000000..7a8c062146 --- /dev/null +++ b/partner_contract_anniversary/README.rst @@ -0,0 +1,115 @@ +============================ +Partner Contract Anniversary +============================ + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:b636c7a029d6112ebc27c732b83cfe8121cf149cf7e7d416947b222c36012302 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/18.0/partner_contract_anniversary + :alt: OCA/contract +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/contract-18-0/contract-18-0-partner_contract_anniversary + :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/contract&target_branch=18.0 + :alt: Try me on Runboat + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module adds contract anniversary tracking to partner records, +automatically calculating the first contract date and current year’s +anniversary date. It includes a dedicated Contracts tab in the partner +form and allows filtering by anniversary dates, useful for renewals and +customer relationship management. + +**Table of contents** + +.. contents:: + :local: + +Usage +===== + +Viewing Contract Dates +---------------------- + +1. Navigate to **Contacts** → **Contacts** +2. Open any partner record +3. Click on the **Contracts** tab to view: + + - **First Contract Date**: The earliest contract start date + - **Contract Anniversary Date**: This year's anniversary date + (automatically calculated) + +Searching by Anniversary Date +----------------------------- + +1. Go to **Contacts** → **Contacts** +2. Click the **Filters** button +3. Select **Advanced Search** +4. Use the **Contract Anniversary Date** field to: + + - Find contacts with anniversaries on specific dates + - Filter for upcoming anniversaries + - Identify contacts without contracts + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* ACSONE SA/NV + +Contributors +------------ + +- Souheil BEJAOUI +- Samir GUESMI + +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-sbejaoui| image:: https://github.com/sbejaoui.png?size=40px + :target: https://github.com/sbejaoui + :alt: sbejaoui + +Current `maintainer `__: + +|maintainer-sbejaoui| + +This module is part of the `OCA/contract `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/partner_contract_anniversary/__init__.py b/partner_contract_anniversary/__init__.py new file mode 100644 index 0000000000..0650744f6b --- /dev/null +++ b/partner_contract_anniversary/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/partner_contract_anniversary/__manifest__.py b/partner_contract_anniversary/__manifest__.py new file mode 100644 index 0000000000..63de91f82e --- /dev/null +++ b/partner_contract_anniversary/__manifest__.py @@ -0,0 +1,27 @@ +# Copyright 2019 ACSONE SA/NV +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +{ + "name": "Partner Contract Anniversary", + "summary": """ + This addon add a field for first contract line start date and compute + contract anniversary date""", + "version": "18.0.1.0.0", + "license": "AGPL-3", + "author": "ACSONE SA/NV, Odoo Community Association (OCA)", + "category": "marketing", + "website": "https://github.com/OCA/contract", + "depends": [ + # OCA + "contract", + ], + "external_dependencies": { + "python": ["psycopg2"], + }, + "data": [ + "views/res_partner.xml", + "data/cron.xml", + ], + "maintainers": ["sbejaoui"], + "installable": True, +} diff --git a/partner_contract_anniversary/data/cron.xml b/partner_contract_anniversary/data/cron.xml new file mode 100644 index 0000000000..399158ba4c --- /dev/null +++ b/partner_contract_anniversary/data/cron.xml @@ -0,0 +1,13 @@ + + + + + Partners: Update Contract Anniversaries + + code + model._cron_update_contract_anniversary() + 12 + months + + diff --git a/partner_contract_anniversary/models/__init__.py b/partner_contract_anniversary/models/__init__.py new file mode 100644 index 0000000000..d8e05d0816 --- /dev/null +++ b/partner_contract_anniversary/models/__init__.py @@ -0,0 +1,2 @@ +from . import res_partner +from . import contract_line diff --git a/partner_contract_anniversary/models/contract_line.py b/partner_contract_anniversary/models/contract_line.py new file mode 100644 index 0000000000..fff6d82238 --- /dev/null +++ b/partner_contract_anniversary/models/contract_line.py @@ -0,0 +1,22 @@ +# Copyright 2025 ACSONE SA/NV +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from odoo import api, models + + +class ContractContract(models.Model): + _inherit = "contract.line" + + @api.model_create_multi + def create(self, vals_list): + records = super().create(vals_list) + # Update contract anniversary + self.env["res.partner"]._update_contract_anniversary(records.partner_id.ids) + return records + + def write(self, values): + res = super().write(values) + # Update contract anniversary + if "start_date" in values: + self.env["res.partner"]._update_contract_anniversary(self.partner_id.ids) + return res diff --git a/partner_contract_anniversary/models/res_partner.py b/partner_contract_anniversary/models/res_partner.py new file mode 100644 index 0000000000..8aafaedcf5 --- /dev/null +++ b/partner_contract_anniversary/models/res_partner.py @@ -0,0 +1,47 @@ +# Copyright 2019 ACSONE SA/NV +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from datetime import date + +from odoo import fields, models + + +class ResPartner(models.Model): + _inherit = "res.partner" + + first_contract_line_start_date = fields.Date(string="First Contract Date") + contract_anniversary_date = fields.Date() + + def _update_contract_anniversary(self, partner_ids=None): + def _anniv(d: date, year: int) -> date: + try: + return d.replace(year=year) + except ValueError: + return date(year, 2, 28) + + domain = [("is_canceled", "!=", True)] + if partner_ids: + domain.append(("partner_id", "in", partner_ids)) + groups = self.env["contract.line"].read_group( + domain=[("is_canceled", "!=", True)], + fields=["date_start:min", "partner_id"], + groupby=["partner_id"], + ) + first_start = { + g["partner_id"][0]: fields.Date.to_date(g["date_start"]) + for g in groups + if g.get("date_start") + } + this_year = fields.Date.context_today(self).year + for p in self.env["res.partner"].browse(partner_ids): + d0 = first_start.get(p.id) + anniv = _anniv(d0, this_year) if d0 else False + p.write( + { + "first_contract_line_start_date": d0, + "contract_anniversary_date": anniv, + } + ) + + def _cron_update_contract_anniversary(self): + self._update_contract_anniversary() diff --git a/partner_contract_anniversary/pyproject.toml b/partner_contract_anniversary/pyproject.toml new file mode 100644 index 0000000000..4231d0cccb --- /dev/null +++ b/partner_contract_anniversary/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/partner_contract_anniversary/readme/CONTRIBUTORS.md b/partner_contract_anniversary/readme/CONTRIBUTORS.md new file mode 100644 index 0000000000..09f01ea0af --- /dev/null +++ b/partner_contract_anniversary/readme/CONTRIBUTORS.md @@ -0,0 +1,2 @@ +- Souheil BEJAOUI \<\> +- Samir GUESMI \<\> diff --git a/partner_contract_anniversary/readme/DESCRIPTION.md b/partner_contract_anniversary/readme/DESCRIPTION.md new file mode 100644 index 0000000000..ae1cc4f2c5 --- /dev/null +++ b/partner_contract_anniversary/readme/DESCRIPTION.md @@ -0,0 +1,2 @@ +This module adds contract anniversary tracking to partner records, automatically calculating the first contract date and current year’s anniversary date. +It includes a dedicated Contracts tab in the partner form and allows filtering by anniversary dates, useful for renewals and customer relationship management. diff --git a/partner_contract_anniversary/readme/USAGE.md b/partner_contract_anniversary/readme/USAGE.md new file mode 100644 index 0000000000..1bc2d5ff40 --- /dev/null +++ b/partner_contract_anniversary/readme/USAGE.md @@ -0,0 +1,17 @@ +## Viewing Contract Dates + +1. Navigate to **Contacts** → **Contacts** +2. Open any partner record +3. Click on the **Contracts** tab to view: + - **First Contract Date**: The earliest contract start date + - **Contract Anniversary Date**: This year's anniversary date (automatically calculated) + +## Searching by Anniversary Date + +1. Go to **Contacts** → **Contacts** +2. Click the **Filters** button +3. Select **Advanced Search** +4. Use the **Contract Anniversary Date** field to: + - Find contacts with anniversaries on specific dates + - Filter for upcoming anniversaries + - Identify contacts without contracts diff --git a/partner_contract_anniversary/static/description/index.html b/partner_contract_anniversary/static/description/index.html new file mode 100644 index 0000000000..9b196a5e1a --- /dev/null +++ b/partner_contract_anniversary/static/description/index.html @@ -0,0 +1,462 @@ + + + + + +Partner Contract Anniversary + + + +
+

Partner Contract Anniversary

+ + +

Beta License: AGPL-3 OCA/contract Translate me on Weblate Try me on Runboat

+

This module adds contract anniversary tracking to partner records, +automatically calculating the first contract date and current year’s +anniversary date. It includes a dedicated Contracts tab in the partner +form and allows filtering by anniversary dates, useful for renewals and +customer relationship management.

+

Table of contents

+ +
+

Usage

+
+

Viewing Contract Dates

+
    +
  1. Navigate to Contacts → Contacts
    2. +
  2. Open any partner record
    3. +
  3. Click on the Contracts tab to view:
      +
    • First Contract Date: The earliest contract start date
      • +
    • Contract Anniversary Date: This year’s anniversary date +(automatically calculated)
      • +
    +
    4. +
+
+
+

Searching by Anniversary Date

+
    +
  1. Go to Contacts → Contacts
    2. +
  2. Click the Filters button
    3. +
  3. Select Advanced Search
    4. +
  4. Use the Contract Anniversary Date field to:
      +
    • Find contacts with anniversaries on specific dates
      • +
    • Filter for upcoming anniversaries
      • +
    • Identify contacts without contracts
      • +
    +
    5. +
+
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • ACSONE SA/NV
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainer:

+

sbejaoui

+

This module is part of the OCA/contract project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/partner_contract_anniversary/tests/__init__.py b/partner_contract_anniversary/tests/__init__.py new file mode 100644 index 0000000000..96d3e05e12 --- /dev/null +++ b/partner_contract_anniversary/tests/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from . import test_partner_contract_anniversary diff --git a/partner_contract_anniversary/tests/test_partner_contract_anniversary.py b/partner_contract_anniversary/tests/test_partner_contract_anniversary.py new file mode 100644 index 0000000000..5e5de9958c --- /dev/null +++ b/partner_contract_anniversary/tests/test_partner_contract_anniversary.py @@ -0,0 +1,24 @@ +# Copyright 2025 ACSONE SA/NV +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from odoo import fields +from odoo.tests import tagged + +from odoo.addons.contract.tests.test_contract import TestContract + + +def to_date(date): + return fields.Date.to_date(date) + + +@tagged("post_install", "-at_install") +class TestContractPartnerAnniversary(TestContract): + def test_check_anniversary_date(self): + expected_first_contractln_date = min( + self.partner.contract_ids.contract_line_ids.mapped("date_start") + ) + self.assertEqual(expected_first_contractln_date, to_date("2018-01-01")) + expected_anniversary = fields.datetime(fields.datetime.today().year, 1, 1) + self.assertEqual( + self.partner.contract_anniversary_date, expected_anniversary.date() + ) diff --git a/partner_contract_anniversary/views/res_partner.xml b/partner_contract_anniversary/views/res_partner.xml new file mode 100644 index 0000000000..33e709f8a9 --- /dev/null +++ b/partner_contract_anniversary/views/res_partner.xml @@ -0,0 +1,29 @@ + + + + + res.partner + + + + + + + + + + + + + + + + + diff --git a/requirements.txt b/requirements.txt index 7d41f1be0f..13967a4c2e 100644 --- a/requirements.txt +++ b/requirements.txt @@ -1,2 +1,3 @@ # generated from manifests external_dependencies +psycopg2 python-dateutil