[IMP] industry_lawyer: improve flows

task-4069860

industry_lawyer/__manifest__.py

@@ -6,46 +6,35 @@
 This module installs a configuration that presets the modules and configure Odoo for a law firm.
 """,
     'depends': [
+        'contacts',
         'documents_project',
         'hr_timesheet',
         'knowledge',
         'project',
         'project_enterprise',
         'sale_management',
-        'sale_planning',
         'sale_timesheet_enterprise',
-        'website_appointment',
-        'theme_clean',
     ],
     'data': [
         'data/res_config_settings.xml',
-        'data/ir_attachment_pre.xml',
-        'data/documents_folder.xml',
+        'data/project_task_type.xml',
         'data/project_project.xml',
-        'data/product_template.xml',
+        'data/project_task.xml',
+        'data/product_product.xml',
         'data/sale_order_template.xml',
         'data/sale_order_template_line.xml',
-        'data/knowledge_cover.xml',
         'data/knowledge_article.xml',
         'data/knowledge_article_favorite.xml',
         'data/mail_message.xml',
-        'data/appointment_type.xml',
         'data/knowledge_tour.xml',
     ],
     'demo': [
-        'demo/ir_attachment_post.xml',
         'demo/res_partner.xml',
+        'demo/hr_job.xml',
         'demo/hr_employee.xml',
         'demo/sale_order.xml',
         'demo/sale_order_line.xml',
         'demo/sale_order_post.xml',
-        'demo/res_users.xml',
-        'demo/appointment_type.xml',
-        'demo/website.xml',
-        'demo/website_view.xml',
-        'demo/website_page.xml',
-        'demo/website_menu.xml',
-        'demo/website_theme_apply.xml',
     ],
     'license': 'OPL-1',
     'assets': {
@@ -57,7 +46,6 @@
     "cloc_exclude": [
         "data/knowledge_article.xml",
         "static/src/js/my_tour.js",
-        "demo/website_view.xml",
     ],
     'images': ['images/main.png'],
 }

industry_lawyer/data/product_product.xml

@@ -0,0 +1,61 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<odoo noupdate="1">
+    <record id="product_product_8" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/8-image_1920"/>
+        <field name="name">Administrative fees</field>
+        <field name="type">service</field>
+        <field name="list_price">80.0</field>
+        <field name="service_type">manual</field>
+        <field name="invoice_policy">delivery</field>
+    </record>
+    <record id="product_product_10" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/2-image_1920"/>
+        <field name="name">Junior Legal Services</field>
+        <field name="type">service</field>
+        <field name="service_tracking">task_in_project</field>
+        <field name="list_price">120.0</field>
+        <field name="service_type">timesheet</field>
+        <field name="invoice_policy">delivery</field>
+        <field name="project_template_id" ref="project_project_3"/>
+    </record>
+    <record id="product_product_12" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/2-image_1920"/>
+        <field name="name">Legal Services</field>
+        <field name="description"><![CDATA[<p>This product will be used to bill clients for the time spent by lawyers on legal services, based on the number of hours worked as tracked through <strong>Timesheets</strong>.</p>]]></field>
+        <field name="type">service</field>
+        <field name="service_tracking">project_only</field>
+        <field name="list_price">120.0</field>
+        <field name="purchase_ok" eval="False"/>
+        <field name="service_type">timesheet</field>
+        <field name="invoice_policy">order</field>
+        <field name="project_template_id" ref="project_project_3"/>
+    </record>
+    <record id="product_product_3" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/3-image_1920"/>
+        <field name="name">Procedural request - Drafting and Filing</field>
+        <field name="type">service</field>
+        <field name="service_tracking">project_only</field>
+        <field name="list_price">3000.0</field>
+        <field name="service_type">timesheet</field>
+        <field name="invoice_policy">order</field>
+    </record>
+    <record id="product_product_11" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/2-image_1920"/>
+        <field name="name">Senior Legal Services</field>
+        <field name="type">service</field>
+        <field name="service_tracking">task_in_project</field>
+        <field name="list_price">200.0</field>
+        <field name="purchase_ok" eval="False"/>
+        <field name="service_type">timesheet</field>
+        <field name="invoice_policy">delivery</field>
+        <field name="project_template_id" ref="project_project_3"/>
+    </record>
+    <record id="product_product_7" model="product.product">
+        <field name="image_1920" type="base64" file="industry_lawyer/static/src/binary/product_template/7-image_1920"/>
+        <field name="name">Travel Expenses</field>
+        <field name="type">service</field>
+        <field name="list_price">80.0</field>
+        <field name="service_type">timesheet</field>
+        <field name="invoice_policy">delivery</field>
+    </record>
+</odoo>

industry_lawyer/data/project_project.xml

@@ -1,20 +1,10 @@
 <?xml version='1.0' encoding='UTF-8'?>
 <odoo noupdate="1">
-    <record id="project_project_1" model="project.project">
-        <field name="type_ids" eval="[(6, 0, [ref('hr_timesheet.internal_project_default_stage')])]"/>
-        <field name="timesheet_product_id" eval="False"/>
-        <field name="allow_billable" eval="False"/>
-        <field name="name">Internal</field>
-        <field name="privacy_visibility">portal</field>
-        <field name="documents_folder_id" ref="documents_folder_8"/>
-    </record>
-    <record id="project_project_2" model="project.project">
-        <field name="timesheet_product_id" eval="False"/>
+    <record id="project_project_3" model="project.project">
+        <field name="name">Case Template</field>
         <field name="allow_billable" eval="True"/>
-        <field name="name">Base project</field>
-        <field name="privacy_visibility">followers</field>
-        <field name="documents_folder_id" ref="documents_folder_9"/>
-        <field name="active" eval="False"/>
+        <field name="allocated_hours">10.0</field>
+        <field name="type_ids" eval="[(6, 0, [ref('project_task_type_1'), ref('project_task_type_2'), ref('project_task_type_3')])]"/>
+        <field name="billing_type">manually</field>
     </record>
-
 </odoo>

industry_lawyer/data/project_task.xml

@@ -0,0 +1,27 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<odoo noupdate="1">
+    <record id="project_task_8" model="project.task">
+        <field name="name">Court Representation</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+    <record id="project_task_7" model="project.task">
+        <field name="name">Post-Judgment Follow-Up</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+    <record id="project_task_6" model="project.task">
+        <field name="name">Filing and Submission</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+    <record id="project_task_5" model="project.task">
+        <field name="name">Drafting Documents</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+    <record id="project_task_4" model="project.task">
+        <field name="name">Legal Research</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+    <record id="project_task_3" model="project.task">
+        <field name="name">Initial Consultation</field>
+        <field name="project_id" ref="project_project_3"/>
+    </record>
+</odoo>

industry_lawyer/data/project_task_type.xml

@@ -0,0 +1,12 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<odoo noupdate="1">
+    <record id="project_task_type_1" model="project.task.type">
+        <field name="name">To Do</field>
+    </record>
+    <record id="project_task_type_2" model="project.task.type">
+        <field name="name">In Progress</field>
+    </record>
+    <record id="project_task_type_3" model="project.task.type">
+        <field name="name">Done</field>
+    </record>
+</odoo>

industry_lawyer/data/sale_order_template.xml

@@ -1,6 +1,46 @@
 <?xml version='1.0' encoding='UTF-8'?>
 <odoo noupdate="1">
     <record id="sale_order_template_1" model="sale.order.template">
-        <field name="name">Standard Juridical Service</field>
+        <field name="name">Standard Lawyer service</field>
+        <field name="note"><![CDATA[<p data-oe-version="1.0">GENERAL TERMS AND CONDITIONS OF ENGAGEMENT</p><ol>
+<li>SCOPE OF ENGAGEMENT
+The Client engages the Attorney to provide legal counsel and/or court representation. The Attorney commits to implementing all necessary means to best defend the Client's interests.</li>
+<li>FEES AND EXPENSES
+2.1. Calculation Basis
+Fees are calculated according to the following terms:</li>
+</ol><ul>
+<li>Base hourly rate for a Junior Lawyer: 120€/hour</li><li>Base hourly rate for a Senior&nbsp;Lawyer: 200€/hour</li>
+<li>Administrative costs:&nbsp;80€/hour</li>
+<li>Travel expenses: 80€/hour</li>
+</ul><p>2.2. Retainer
+A retainer of [amount]€ is required upon signing this agreement. This amount will be deducted from the final billing.</p><ol>
+<li>ATTORNEY'S OBLIGATIONS
+The Attorney commits to:</li>
+</ol><ul>
+<li>Maintain attorney-client privilege</li>
+<li>Regularly inform the Client of case developments</li>
+<li>Implement best expertise</li>
+<li>Avoid any conflicts of interest</li>
+</ul><ol>
+<li>CLIENT'S OBLIGATIONS
+The Client commits to:</li>
+</ol><ul>
+<li>Provide all necessary information and documents</li>
+<li>Cooperate in good faith</li>
+<li>Pay fees within agreed timeframes</li>
+<li>Inform the Attorney of any relevant changes</li>
+</ul><ol>
+<li>FILE RETENTION AND DOCUMENT STORAGE
+Files will be retained for 5 years after the end of the engagement. Beyond this period, they may be destroyed unless expressly requested otherwise by the Client.</li>
+<li>DATA PROTECTION
+Personal data processing is conducted in accordance with GDPR and the firm's privacy policy.</li>
+<li>TERMINATION
+Either party may terminate the engagement with 15 days written notice, subject to payment for services already rendered.</li>
+<li>LIABILITY
+The Attorney maintains professional liability insurance with [insurance company name].</li>
+<li>APPLICABLE LAW AND JURISDICTION
+This agreement is governed by Belgian law. Any disputes will be submitted to the courts of [city].</li>
+<li>MEDIATION
+In case of dispute, parties commit to attempting mediation before any legal action.</li></ol>]]></field>
     </record>
 </odoo>