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@lasley lasley commented Nov 30, 2016

This PR adds template functionality to contract.

Depends:

@rafaelbn
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rafaelbn commented Dec 1, 2016

Hi @lasley , contracts had templates in v8, have you recover that functionality?

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lasley commented Dec 1, 2016

It seems I did, yeah. Had no idea it was a pre-existing feature 😆

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rafaelbn commented Dec 1, 2016

I ask, because we have customers in v8 using them and we will need it fits for the migration. cc @pedrobaeza

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lasley commented Dec 1, 2016

An overview of my changes:

  • Move most field declarations & onchanges from account.analytic.account to new model account.analytic.contract
  • _inherit account.analytic.contract from account.analytic.account
  • Add onchange on new field contract_template_id in account.analytic.account to set fields from selected account.analytic.contract

Works quite nicely and didn't take much code, I was pretty happy. Hopefully it fits migration 😉 - I can backport to 9 fairly easy.

@@ -0,0 +1,189 @@
# -*- coding: utf-8 -*-
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File name typo

@lasley lasley force-pushed the feature/10.0/contract-template branch from 4bdb1ce to 5b3735f Compare December 5, 2016 16:58
@lasley lasley force-pushed the feature/10.0/contract-template branch from 5b3735f to 9e4a383 Compare December 20, 2016 07:09
* Add template functionality for contracts
@lasley lasley force-pushed the feature/10.0/contract-template branch 2 times, most recently from a269200 to 42e2907 Compare December 27, 2016 02:39
@lasley lasley force-pushed the feature/10.0/contract-template branch from 42e2907 to 3d294ce Compare December 27, 2016 02:49
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lasley commented Dec 28, 2016

Alright this is ready for review

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A couple changes requested :)

('company_id', '=', company_id)]
return self.env['account.journal'].search(domain, limit=1)

@api.onchange('partner_id')

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partner_id is not defined as a field of this model.

@@ -1,153 +1,49 @@
# -*- coding: utf-8 -*-
# © 2004-2010 OpenERP SA
# © 2014 Angel Moya <angel.moya@domatix.com>

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This file is misspelled. s/account_anayltic_account.py/account_analytic_account.py

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lasley commented Jan 14, 2017

Does anyone have any thoughts on moving contracts into a subheader of its own? Right now it's under Invoicing => Sales => Contracts, but I'd like to maybe add an Invoicing => Contracts with the following:

  • Contracts - Same thing we have now
  • Invoices - Invoice view filtered to show only those generated from contracts
  • Templates - View for the contract templates that I added here (there's not a view right now)

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I prefer to not create another "Invoices" entry. Better to have a filter like "From contracts) in the existing one.

You need to have Contracts on Sales, because salesmen are the one who manage them. About templates, I think it's better to have it under Sales > Configuration > Contracts > Templates.

'version': '10.0.1.0.0',
'category': 'Contract Management',
'license': 'AGPL-3',
'author': "OpenERP SA,"
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Should this OpenERP SA be Odoo SA?

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I'm not sure if they have switched already their legal part. They don't put author now in Odoo 10 manifests, so no clue...

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Hmmm best to play it on the safe and leave it as is then. Thanks @pedrobaeza

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lasley commented Jan 17, 2017

@tedsalmon - thanks for the review

@pedrobaeza - I somewhat followed your suggestion on the menu placement. contract doesn't have any sale depenencies though, so I didn't want to bring that in just for the menu. Instead I just placed the "Contract Templates" in the Invoicing Configuration instead, which I think hits the intent well enough.

I'm torn on whether it should be above or below "Settings". I settled on below, but am definitely open to other placements.

@lasley lasley force-pushed the feature/10.0/contract-template branch 4 times, most recently from 6b3d02f to b08e4bb Compare January 17, 2017 20:29
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4 participants