agreement_legal

Purpose

Provides a comprehensive legal agreement management system with templates, version control, workflow stages, and document generation for Odoo.

Features

agreement: Manages agreement lifecycles with versioning, parent-child relationships, and stage-driven status tracking.
agreement: Generates unique reference codes and default stages automatically when agreements are created.
agreement: Renders descriptions, parties, and special terms dynamically with mail templates honoring the partner's language.
agreement: Stores signature metadata, notification preferences, and related contacts to centralize legal information.
agreement: Tracks review dates and schedules reminder activities for responsible users when agreements near expiry.
agreement.line: Captures associated products or services on agreements with automatic description and unit of measure from the selected product.
agreement.section: Organizes ordered sections with dynamic HTML content and helper fields to build Jinja placeholders from related models.
agreement.clause: Allows clauses to be linked to sections, rendered dynamically, and populated via placeholder expressions.
agreement.recital: Supports recitals with ordered dynamic content and placeholder builders similar to sections.
agreement.appendix: Maintains appendices rendered dynamically and included as additional pages in the generated document.
agreement.stage: Defines configurable Kanban stages with fold and readonly flags to control agreement workflow.
agreement.type: Extends agreement types with subtypes and review settings for automated reminders.
agreement.subtype: Introduces agreement subtype records linked to types for finer classification.
res.partner: Adds an agreements smart button and count to partner records for quick access.
res.config.settings: Adds an Agreements app section in settings to enable integrations with sales, projects, maintenance, helpdesk, and other modules.
automation: Runs a scheduled job that creates review activities on agreements reaching their follow-up date.
security: Provides dedicated agreement security groups for readonly users, standard users, and managers.
ir.sequence: Defines a global sequence with AG-prefixed codes for new agreements.
report: Delivers a printable PDF and HTML preview that assembles agreement content, parties, signatures, and appendices.
create.agreement.wizard: Lets users instantiate new agreements from templates through a guided wizard.
web: Extends form, list, and kanban controllers to display a create-from-template action when managing agreement templates.