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[17.0][MIG] agreement_legal : Migration to 17.0 #40

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6912027
[ADD] agreement_legal migration
ygol Mar 29, 2019
1214f4c
[FIX] flake8
ygol Mar 29, 2019
744b100
[FIX] flake8(2)
ygol Mar 29, 2019
30079bd
[FIX] agreement_legal: remove account dependency
ygol Apr 2, 2019
c4ecf1e
[FIX] ooops
ygol Apr 2, 2019
83e501a
[FIX] handling code field + partner_id
ygol Apr 2, 2019
da3ed29
[UPD] remove field reference and use field code
ygol Apr 2, 2019
b900079
[ADD] custom dynamic parties
ygol Apr 11, 2019
3ebe13e
[FIX] flake8
ygol Apr 12, 2019
89a168b
[FIX] pylint
ygol Apr 12, 2019
604dba1
[IMP] add default html value for parties
ygol Apr 16, 2019
51f8e5f
[UPD] flake8
ygol Apr 16, 2019
a9c2bab
[FIX][12.0] Menu Icon.
murtuzasaleh Apr 18, 2019
aa3ada6
[FIX] Icon in settings
max3903 Apr 30, 2019
7a7cb49
[FIX] agreement_legal: module name
max3903 May 1, 2019
2645da5
[FIX] Issue #323 + Cleanup
max3903 May 7, 2019
6245150
Update agreement_section.py
max3903 May 7, 2019
edd7185
[FIX] Duplicate label
max3903 May 8, 2019
787e546
[FIX] Clauses are copied from the sections
max3903 May 8, 2019
e579763
[FIX] agreement_legal: Copy
max3903 May 13, 2019
134586b
[FIX] View priority
max3903 May 15, 2019
ce460fe
[FIX] Issue #331
max3903 May 17, 2019
d72563d
[IMP] agreement_legal: add readonly group
max3903 May 20, 2019
98d1cec
[UPD] update agreement demo data with compulsory fields
ygol May 29, 2019
e4664dc
[UPD] move data to demo keyword
ygol May 29, 2019
0eb0b1c
[UPD] PR review's remarks
ygol May 29, 2019
c1bba82
Update agreement_legal/__manifest__.py
ygol May 29, 2019
10de94f
[UPD] update agreement demo data with compulsory fields
ygol May 29, 2019
b2aec98
[FIX] Issue #342
ygol Jun 5, 2019
3bad69b
[IMP] agreement_serviceprofile: add stage
brian10048 Jul 18, 2019
6dbd666
Update agreement_legal/models/agreement.py
ygol Sep 11, 2019
1994ee8
[IMP] move some notions from agreement_legal to agreement
gurneyalex Sep 27, 2019
5aa28fa
[IMP] New icon for agreement modules (svg file in agreement_legal)
marcelsavegnago Feb 15, 2020
b9f4585
[FIX] agreement_legal: Change company_contact_id domain
Tardo Feb 17, 2020
e7b1152
[FIX] agreement_legal: Change partner_id domain in agreement view
Tardo Feb 18, 2020
5ac0aa1
[FIX] company_partner_id and partner_id have the same label: Partner.
MiquelRForgeFlow Feb 18, 2020
c9a87f7
[IMP] agreement,agreement_legal: support activities
Mar 6, 2020
918be3f
[FIX] agreement_legal
murtuzasaleh May 5, 2020
92ad5f2
[12.0][FIX] agreement_legal: Error when mass action on list view
newtratip Feb 18, 2021
3342980
[14.0][MIG] agreement_legal (Version 12.0 to 14.0)
patrickrwilson May 4, 2021
da2698a
[FIX] Removed old demo file
patrickrwilson Jul 2, 2021
4705621
[14.0][ENH] agreement_legal
newtratip Jul 16, 2021
0a8ef52
[FIX] agreement_legal: Change create_new_version() function in agreem…
victoralmau Oct 8, 2021
a326d18
[FIX] agreement_legal: Change image field name in view.
victoralmau Oct 15, 2021
9b4961d
[IMP] agreement_legal: Replace the created_by + date_created fields.
victoralmau Oct 19, 2021
9c5ed8f
[IMP] agreement_legal: Add agreement list button
olgamarcocb Nov 17, 2021
bafd805
[IMP] agreement_legal: Add res_partner security group
olgamarcocb Oct 14, 2021
11b250c
Added translation using Weblate (Spanish (Argentina))
ibuioli Feb 6, 2022
d20a13f
Translated using Weblate (Spanish (Argentina))
ibuioli Feb 6, 2022
9fae612
[MIG] agreement_legal: Migration to 15.0
olgamarcocb May 11, 2022
40d4e5e
[IMP] agreement_legal: black, isort, prettier
etobella Aug 31, 2022
81ecd14
[MIG] agreement_legal: Finish migration to 15.0
etobella Aug 31, 2022
593a52b
[UPD] Update agreement_legal.pot
Oct 1, 2022
4375378
[UPD] README.rst
OCA-git-bot Oct 1, 2022
6e95108
[IMP] agreement_legal: pre-commit stuff
urvisha-serpentcs Jan 13, 2023
735fca0
[MIG] agreement_legal: Migration to 16.0
urvisha-serpentcs Jan 13, 2023
31a89fe
[IMP] fix pre-commit issue
urvisha-serpentcs Jan 13, 2023
20180a0
[UPD] Update agreement_legal.pot
Jun 8, 2023
e3769cd
[UPD] README.rst
OCA-git-bot Jun 8, 2023
88c17e6
Update translation files
weblate Jun 8, 2023
44eac8a
[IMP] agreement_legal: Define warning days cron and filter
olgamarcocb Oct 15, 2021
168d0c7
[FIX] agreement_legal: Fix alert, improve test coverage
etobella Dec 13, 2021
f7b015c
[IMP] agreement_legal: create in batch
len-foss May 27, 2023
cd3ee82
[REF] agreement_legal: split logic and view code functions
len-foss May 27, 2023
4b05ae4
[MIG] agreement_legal: cleanup
aktiv-heli-kantawala Jun 5, 2023
c1afb01
[UPD] Update agreement_legal.pot
Jun 26, 2023
811c7ee
agreement_legal 16.0.2.0.0
OCA-git-bot Jun 26, 2023
873ed55
Update translation files
weblate Jun 26, 2023
8ff4c4b
Translated using Weblate (Spanish)
Ivorra78 Jul 20, 2023
cab9709
[UPD] README.rst
OCA-git-bot Sep 3, 2023
18ec467
Update translation files
weblate Oct 9, 2023
b7bee49
Translated using Weblate (French)
gregory-moka Nov 8, 2023
2d7f978
Added translation using Weblate (Italian)
mymage May 2, 2024
160ce4c
Translated using Weblate (Portuguese (Brazil))
SottomaiorMacedoTec Jul 6, 2024
c7fb879
[IMP] agreement_legal: pre-commit auto fixes
Sep 20, 2024
4a99e92
[17.0][MIG] agreement_legal: Migration to 17.0
Sep 20, 2024
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143 changes: 143 additions & 0 deletions agreement_legal/README.rst
Original file line number Diff line number Diff line change
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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 <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>
- Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>
- Italo LOPES <italo.lopes@camptocamp.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/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.
5 changes: 5 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 . import models
from . import wizards
47 changes: 47 additions & 0 deletions 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/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"],
}
64 changes: 64 additions & 0 deletions agreement_legal/data/agreement_stage.xml
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<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>
15 changes: 15 additions & 0 deletions agreement_legal/data/agreement_type.xml
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<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>
25 changes: 25 additions & 0 deletions agreement_legal/data/cron.xml
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@@ -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>
12 changes: 12 additions & 0 deletions agreement_legal/data/ir_sequence.xml
Original file line number Diff line number Diff line change
@@ -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>
40 changes: 40 additions & 0 deletions agreement_legal/demo/demo.xml
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@@ -0,0 +1,40 @@
<!--
© 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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