Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[17.0] [MIG] partner_tier_validation: Migration to 17.0 #1818

Open
wants to merge 47 commits into
base: 17.0
Choose a base branch
from
Open
Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
47 commits
Select commit Hold shift + click to select a range
deeedd1
[ADD] partner_tier_validation
dreispt Feb 16, 2021
664e692
[14.0][MIG]partner_tier_validation
Freni-OSI Feb 17, 2021
4bea287
[14.0][IMP]Improved partner_tier_validation
Freni-OSI Mar 3, 2021
b42f570
[UPD] Update partner_tier_validation.pot
oca-travis Mar 3, 2021
88229b1
[FIX] partner_tier_validation: workflow was not working
dreispt Mar 24, 2021
aaf0ea1
[UPD] Update partner_tier_validation.pot
oca-travis Apr 7, 2021
5879044
[UPD] README.rst
OCA-git-bot Apr 7, 2021
e1b700d
partner_tier_validation 14.0.1.1.0
OCA-git-bot Apr 7, 2021
25009ec
[IMP]
patrickrwilson May 19, 2021
960d3ae
[UPD] Update partner_tier_validation.pot
oca-travis May 28, 2021
3c0e055
[UPD] README.rst
OCA-git-bot May 28, 2021
d249b2b
partner_tier_validation 14.0.2.0.0
OCA-git-bot May 28, 2021
dae5ead
[FIX] partner_tier_validation: Defer rule activation for compatibility
victoralmau Oct 11, 2021
6669ce7
[UPD] Update partner_tier_validation.pot
oca-travis Nov 11, 2021
3c3144a
[REF] partner_tier_validation: do not archive, depend on partner_stage
dreispt Feb 1, 2022
13506b8
[UPD] Update partner_tier_validation.pot
oca-travis Feb 17, 2022
6eaea44
[UPD] Update partner_tier_validation.pot
oca-travis Feb 24, 2022
231a9bc
[UPD] README.rst
OCA-git-bot Feb 24, 2022
28152d1
partner_tier_validation 14.0.3.0.0
OCA-git-bot Feb 24, 2022
01e800f
[FIX] partner_tier_validation: create does not need custom code, rest…
dreispt Feb 24, 2022
773e025
[FIX] partner_tier_validation: fix tests
dreispt Mar 3, 2022
c1e0e3f
[UPD] README.rst
OCA-git-bot Mar 4, 2022
9798325
partner_tier_validation 14.0.3.0.1
OCA-git-bot Mar 4, 2022
f2bd98e
[UPD] Update partner_tier_validation.pot
oca-travis Apr 26, 2022
1d43a41
[IMP] partner_tier_validation (Prevent bypass)
patrickrwilson Apr 27, 2022
01e7a7f
partner_tier_validation 14.0.3.0.2
OCA-git-bot Apr 30, 2022
f951ebe
[IMP] partner_tier_validation: black, isort, prettier
BT-dmontull Sep 14, 2022
3959ad6
[15.0][MIG] partner_tier_validation: Migration to 15.0
BT-dmontull Sep 14, 2022
83f1cd4
[IMP] partner_tier_validation: pre-commit stuff
Urvisha-OSI Mar 20, 2023
179fef6
[MIG] partner_tier_validation: Migrated to 16.0
Urvisha-OSI Mar 20, 2023
8e327e5
[UPD] Update partner_tier_validation.pot
Jun 29, 2023
9a0e243
[UPD] README.rst
OCA-git-bot Jun 29, 2023
e845221
[REM] partner_tier_validation: remove test-requirements.txt content t…
alan196 Aug 17, 2023
92244e4
Added translation using Weblate (Spanish)
Ivorra78 Aug 23, 2023
84cb8a0
Translated using Weblate (Spanish)
Ivorra78 Aug 23, 2023
56b3172
[UPD] README.rst
OCA-git-bot Sep 3, 2023
2f03623
[UPD] Update partner_tier_validation.pot
Oct 27, 2023
dcf4359
Update translation files
weblate Oct 29, 2023
de6ed93
Translated using Weblate (Spanish)
Ivorra78 Nov 3, 2023
62d4d37
Added translation using Weblate (Italian)
mymage Dec 27, 2023
feb577c
Translated using Weblate (Italian)
mymage Dec 27, 2023
bba329c
Translated using Weblate (Italian)
mymage Feb 14, 2024
166e7ec
[FIX] partner_tier_validation: Change invalidate_cache() to invalidat…
victoralmau Feb 21, 2024
53c01aa
[BOT] post-merge updates
OCA-git-bot Feb 22, 2024
928e118
[IMP] partner_tier_validation: pre-commit stuff
rven Jul 19, 2024
271a8bc
[MIG] partner_tier_validation: Migration to 17.0
rven Jul 19, 2024
14b66ba
[FIX] partner_tier_validation: Allow to open view_partner_simple_form
rven Sep 4, 2024
File filter

Filter by extension

Filter by extension


Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
132 changes: 132 additions & 0 deletions partner_tier_validation/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,132 @@
=======================
Partner Tier Validation
=======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:930cc26243226cbf43d923b5d31be3b293d7e95643548c905d2dbe109a5116f1
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/17.0/partner_tier_validation
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_tier_validation
: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/partner-contact&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Adds an approval workflow to Partners. The default rule requires new
company Contacts to be approved before they can be used.

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.

If the 'Is Company' or 'Parent' field changes then the contact is
Request for approval.

For this, the new Contact record is kept as "Archived" until it is
approved.

**Table of contents**

.. contents::
:local:

Installation
============

This module depends on ``base_tier_validation``. You can find it at
`OCA/server-ux <https://github.com/OCA/server-ux>`__

Usage
=====

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.

A regular user creates a new Contact and sends it for approval:

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.

The approver reviews Contacts to approve:

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.

The Approve/Reject actions do not automatically change the State. This
could be a future improvement.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/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/partner-contact/issues/new?body=module:%20partner_tier_validation%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
-------

* Open Source Integrators

Contributors
------------

- `Open Source Integrators <https://opensourceintegrators.com>`__.

- Antonio Yamuta <ayamuta@opensourceintegrators.com>
- Daniel Reis <dreis@opensourceintegrators.com>
- Urvisha Desai <udesai@opensourceintegrators.com>

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-dreispt| image:: https://github.com/dreispt.png?size=40px
:target: https://github.com/dreispt
:alt: dreispt

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-dreispt|

This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_tier_validation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions partner_tier_validation/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import models
18 changes: 18 additions & 0 deletions partner_tier_validation/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,18 @@
# Copyright 2019 Open Source Integrators
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Partner Tier Validation",
"summary": "Support a tier validation process for Contacts",
"version": "17.0.1.0.0",
"website": "https://github.com/OCA/partner-contact",
"category": "Contact",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"depends": ["contacts", "base_tier_validation", "partner_stage"],
"data": [
"data/tier_definition.xml",
"views/res_partner_view.xml",
],
"maintainers": ["dreispt"],
}
11 changes: 11 additions & 0 deletions partner_tier_validation/data/tier_definition.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@
<odoo noupdate="1">
<record id="partner_tier_definition_company_only" model="tier.definition">
<field name="name">Validate New Company</field>
<field name="model_id" ref="base.model_res_partner" />
<field name="review_type">group</field>
<field name="reviewer_group_id" ref="base.group_user" />
<field name="definition_type">domain</field>
<field name="active" eval="False" />
<field name="definition_domain">[["is_company","=",True]]</field>
</record>
</odoo>
102 changes: 102 additions & 0 deletions partner_tier_validation/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,102 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_tier_validation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-11-03 21:36+0000\n"
"Last-Translator: Ivorra78 <informatica@totmaterial.es>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__can_review
msgid "Can Review"
msgstr "Puede Revisar"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_res_partner
msgid "Contact"
msgstr "Contacto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__has_comment
msgid "Has Comment"
msgstr "Tiene Comentario"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__need_validation
msgid "Need Validation"
msgstr "Necesita Validación"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Needs my Approval"
msgstr "Necesita mi aprobación"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__next_review
msgid "Next Review"
msgstr "Siguiente Revisión"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Partner(s) to Approve"
msgstr "Socio(s) a aprobar"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected
msgid "Rejected"
msgstr "Rechazado/a"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected_message
msgid "Rejected Message"
msgstr "Mensaje rechazado"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__reviewer_ids
msgid "Reviewers"
msgstr "Revisores"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_tier_definition
msgid "Tier Definition"
msgstr "Definición del nivel"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__to_validate_message
msgid "To Validate Message"
msgstr "Para validar el mensaje"

#. module: partner_tier_validation
#: model:tier.definition,name:partner_tier_validation.partner_tier_definition_company_only
msgid "Validate New Company"
msgstr "Validar nueva compañía"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated
msgid "Validated"
msgstr "Validada"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated_message
msgid "Validated Message"
msgstr "Mensaje Validado"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validation_status
msgid "Validation Status"
msgstr "Estado de la Validación"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__review_ids
msgid "Validations"
msgstr "Validaciones"
102 changes: 102 additions & 0 deletions partner_tier_validation/i18n/it.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,102 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_tier_validation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-02-14 16:35+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__can_review
msgid "Can Review"
msgstr "Può revisionare"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_res_partner
msgid "Contact"
msgstr "Contatto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__has_comment
msgid "Has Comment"
msgstr "Ha commenti"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__need_validation
msgid "Need Validation"
msgstr "Richiede conferma"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Needs my Approval"
msgstr "Richiede la mia approvazione"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__next_review
msgid "Next Review"
msgstr "Prossima revisione"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Partner(s) to Approve"
msgstr "Partner da approvare"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected
msgid "Rejected"
msgstr "Respinto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected_message
msgid "Rejected Message"
msgstr "Messaggio di rifiuto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__reviewer_ids
msgid "Reviewers"
msgstr "Revisori"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_tier_definition
msgid "Tier Definition"
msgstr "Definizione livello"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__to_validate_message
msgid "To Validate Message"
msgstr "Messaggio per 'Da validare'"

#. module: partner_tier_validation
#: model:tier.definition,name:partner_tier_validation.partner_tier_definition_company_only
msgid "Validate New Company"
msgstr "Valida nuova azienda"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated
msgid "Validated"
msgstr "Validato"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated_message
msgid "Validated Message"
msgstr "Messaggio per 'Validato'"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validation_status
msgid "Validation Status"
msgstr "Stato validazione"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__review_ids
msgid "Validations"
msgstr "Validazioni"
Loading
Loading