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[IMP] partner_tier_validation: pre-commit stuff
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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- [Open Source Integrators](https://opensourceintegrators.com). | ||
- Antonio Yamuta \<<ayamuta@opensourceintegrators.com>\> | ||
- Daniel Reis \<<dreis@opensourceintegrators.com>\> | ||
- Urvisha Desai \<<udesai@opensourceintegrators.com>\> |
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Adds an approval workflow to Partners. The default rule requires new | ||
company Contacts to be approved before they can be used. | ||
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The rule can be extended to new non-company contact, but beware that may | ||
cause issues with automatically created new contacts, such as the ones | ||
generated when processing incoming emails. | ||
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If the 'Is Company' or 'Parent' field changes then the contact is | ||
Request for approval. | ||
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For this, the new Contact record is kept as "Archived" until it is | ||
approved. |
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This module depends on `base_tier_validation`. You can find it at | ||
[OCA/server-ux](https://github.com/OCA/server-ux) |
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Before using, check Contact Stages configuration, to ensure that the | ||
default stage has the "Related State" field set to "To Approve". For | ||
example, having the "Draft" stage the default ensures this. | ||
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A regular user creates a new Contact and sends it for approval: | ||
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1. Create a Contact triggering at least one "Tier Definition". The | ||
Contact will be in Draft state and marked as Archived until | ||
approved. | ||
2. Click on *Request Validation* button. | ||
3. In the *Reviews* section, at the bottom of the form, inspect the | ||
pending reviews and their status. | ||
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The approver reviews Contacts to approve: | ||
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1. Navigate to the Contacts app, and select the filter "Needs my | ||
Approval" | ||
2. Open the Contact form to approve. It will display a "This Records | ||
needs to be validated" banner, with "Validate" and "Reject" options. | ||
3. The approver can change the state to "Active". This will | ||
automatically unarchive the record and make it available to be used. | ||
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The Approve/Reject actions do not automatically change the State. This | ||
could be a future improvement. |
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