You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.

116 lines
4.2 KiB

  1. =======================
  2. Partner Tier Validation
  3. =======================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
  15. :target: https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation
  16. :alt: OCA/partner-contact
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_tier_validation
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/134/14.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. Adds an approval workflow to Partners.
  25. The default rule requires new company Contacts to be approved
  26. before they can be used.
  27. The rule can be extended to new non-company contact,
  28. but beware that may cause issues with automatically created new contacts,
  29. such as the ones generated when processing incoming emails.
  30. If the 'Is Company' or 'Parent' field changes then the contact is Request
  31. for approval.
  32. For this, the new Contact record is kept as "Archived" until it is approved.
  33. **Table of contents**
  34. .. contents::
  35. :local:
  36. Installation
  37. ============
  38. This module depends on ``base_tier_validation``. You can find it at
  39. `OCA/server-ux <https://github.com/OCA/server-ux>`_
  40. Usage
  41. =====
  42. A regular user creates a new Contact and sends it for approval:
  43. #. Create a Contact triggering at least one "Tier Definition".
  44. The Contact will be in Draft state and marked as Archived until approved.
  45. #. Click on *Request Validation* button.
  46. #. In the *Reviews* section, at the bottom of the form, inspect the pending reviews and their status.
  47. The approver reviews Contacts to approve:
  48. #. Navigate to the Contacts app, and select the filter "Needs my Approval"
  49. #. Open the Contact form to approve. It will display a
  50. "This Records needs to be validated" banner, with "Validate" and "Reject" options.
  51. #. The approver can change the state to "Active".
  52. This will automatically unarchive the record and make it available to be used.
  53. The Approve/Reject actions do not automatically change the State.
  54. This could be a future improvement.
  55. Bug Tracker
  56. ===========
  57. Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
  58. In case of trouble, please check there if your issue has already been reported.
  59. If you spotted it first, help us smashing it by providing a detailed and welcomed
  60. `feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tier_validation%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  61. Do not contact contributors directly about support or help with technical issues.
  62. Credits
  63. =======
  64. Authors
  65. ~~~~~~~
  66. * Open Source Integrators
  67. Contributors
  68. ~~~~~~~~~~~~
  69. * `Open Source Integrators <https://opensourceintegrators.com>`_.
  70. * Antonio Yamuta <ayamuta@opensourceintegrators.com>
  71. * Daniel Reis <dreis@opensourceintegrators.com>
  72. Maintainers
  73. ~~~~~~~~~~~
  74. This module is maintained by the OCA.
  75. .. image:: https://odoo-community.org/logo.png
  76. :alt: Odoo Community Association
  77. :target: https://odoo-community.org
  78. OCA, or the Odoo Community Association, is a nonprofit organization whose
  79. mission is to support the collaborative development of Odoo features and
  80. promote its widespread use.
  81. This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation>`_ project on GitHub.
  82. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.