[8.0] partner tag actions (#152)

* [ADD] partner_event * simple tests * remove leftover static files, unused * make surue apply_partner gets called * fix typos and getters/setters using self instead of record * rename to tag actions * finish renaming, complete description with intended usage * fix rename leftovers * add date start/end to tree view * add cron to data, fix detection of active/inactive based on dates * sort actions for partner apply * Remove 'done' field which is redundant * Add a constraint on dates Start date must precede end date * Add french translations * [FIX] Rename leftovers * [FIX] Fix PEP8
8 years ago · 099e7eebc4
18 changed files with 1054 additions and 0 deletions
--- a/partner_tag_actions/README.rst
+++ b/partner_tag_actions/README.rst
@ -0,0 +1,56 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :alt: License: AGPL-3
+
+Partner Tag Actions
+===================
+
+This module was written to offer a way to attach and detach tags to a partner
+while keeping a history of those changes. Actions may be constrained to a date
+range.
+
+The intended usage of this is for organisations wishing to use tags to manage
+contacts, and requiring that those tags be automatically added or removed based
+on series of pre-determined events.
+
+Usage
+=====
+
+To use this module, you need to :
+- Create a res.partner
+- Create a partner tag action
+
+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 smashing it by providing a detailed and welcomed feedback
+`here <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tag_actions%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* David Dufresne <david.dufresne@savoirfairelinux.com>
+* Vincent Vinet <vincent.vinet@savoirfairelinux.com>
+* Mathieu Boldireff <matheu.boldireff@savoirfairelinux.com>
+* Bruno JOLIVEAU <bruno.joliveau@savoirfairelinux.com>
+* Agathe Mollé <agathe.molle@savoirfairelinux.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit http://odoo-community.org.
--- a/partner_tag_actions/init.py
+++ b/partner_tag_actions/init.py
@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
--- a/partner_tag_actions/openerp.py
+++ b/partner_tag_actions/openerp.py
@ -0,0 +1,31 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Partner Tag Actions',
+    'version': '8.0.1.0.0',
+    'author': 'Savoir-faire Linux, Odoo Community Association (OCA)',
+    'maintainer': 'Odoo Community Association (OCA)',
+    'website': 'http://www.savoirfairelinux.com',
+    'license': 'AGPL-3',
+    'category': 'General',
+    'summary': 'Partner Tag Actions',
+    'depends': [
+    ],
+    'external_dependencies': {
+        'python': [],
+    },
+    'data': [
+        'security/res_groups_data.xml',
+        'security/ir.model.access.csv',
+        'views/partner_action_type_view.xml',
+        'views/partner_action_view.xml',
+        'views/partner_view.xml',
+        'data/partner_action_data.xml',
+    ],
+    'demo': [],
+    'test': [],
+    'installable': True,
+    'auto_install': False,
+}
--- a/partner_tag_actions/data/partner_action_data.xml
+++ b/partner_tag_actions/data/partner_action_data.xml
@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+  <data>
+    <record forcecreate="True" id="ir_cron_mail_scheduler_action" model="ir.cron">
+      <field name="name">Process Actions</field>
+      <field name="user_id" ref="base.user_root"/>
+      <field name="interval_number">3</field>
+      <field name="interval_type">hours</field>
+      <field name="numbercall">-1</field>
+      <field eval="False" name="doall"/>
+      <field eval="'partner.action'" name="model"/>
+      <field eval="'apply_active_actions'" name="function"/>
+      <field eval="'()'" name="args"/>
+    </record>
+  </data>
+</openerp>
--- a/partner_tag_actions/i18n/fr.po
+++ b/partner_tag_actions/i18n/fr.po
@ -0,0 +1,206 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_tag_actions
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-09-21 15:54+0000\n"
+"PO-Revision-Date: 2015-09-21 12:02-0500\n"
+"Last-Translator: Agathe Mollé <agathe.molle@savoirfairelinux.com>\n"
+"Language-Team: Savoir-faire Linux <support@savoirfairelinux.com>\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n > 1);\n"
+"X-Generator: Poedit 1.5.4\n"
+"Language: fr\n"
+"X-Poedit-SourceCharset: UTF-8\n"
+
+#. module: partner_tag_actions
+#: model:ir.actions.act_window,name:partner_tag_actions.action_partner_action_type_view
+#: model:ir.ui.menu,name:partner_tag_actions.menu_partner_action_type_act
+msgid "Action Types"
+msgstr "Types d'actions"
+
+#. module: partner_tag_actions
+#: code:addons/partner_tag_actions/models/partner.py:42
+#: model:ir.actions.act_window,name:partner_tag_actions.action_partner_action_view
+#: model:ir.ui.menu,name:partner_tag_actions.menu_partner_action
+#: view:partner.action:partner_tag_actions.view_action_form
+#: view:res.partner:partner_tag_actions.view_partner_form
+#: field:res.partner,action_ids:0
+#, python-format
+msgid "Actions"
+msgstr "Actions"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "Actions done by me"
+msgstr "Actions effectuées par moi"
+
+#. module: partner_tag_actions
+#: view:partner.action.type:partner_tag_actions.view_partner_action_type_filter
+#: field:partner.action.type,is_active:0
+msgid "Active"
+msgstr "Active"
+
+#. module: partner_tag_actions
+#: field:partner.action.type,add_tag:0
+msgid "Add Tag"
+msgstr "Ajouter l'étiquette"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_action_form
+msgid "Confirm"
+msgstr "Confirmer"
+
+#. module: partner_tag_actions
+#: field:partner.action,create_uid:0 field:partner.action.type,create_uid:0
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: partner_tag_actions
+#: field:partner.action,create_date:0 field:partner.action.type,create_date:0
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: partner_tag_actions
+#: help:partner.action,is_active:0
+msgid "Currently active"
+msgstr "Actuellement active"
+
+#. module: partner_tag_actions
+#: field:partner.action,date:0
+msgid "Date"
+msgstr "Date"
+
+#. module: partner_tag_actions
+#: field:partner.action,details:0
+msgid "Details"
+msgstr "Détails"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+#: selection:partner.action,state:0
+msgid "Done"
+msgstr "Fait"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+#: selection:partner.action,state:0
+msgid "Draft"
+msgstr "Brouillon"
+
+#. module: partner_tag_actions
+#: field:partner.action,date_end:0
+msgid "End Date"
+msgstr "Date de fin"
+
+#. module: partner_tag_actions
+#: field:partner.action,id:0 field:partner.action.type,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: partner_tag_actions
+#: field:partner.action,is_active:0
+msgid "Is active"
+msgstr "Est active"
+
+#. module: partner_tag_actions
+#: field:partner.action,write_uid:0 field:partner.action.type,write_uid:0
+msgid "Last Updated by"
+msgstr "Dernière mise à jour par"
+
+#. module: partner_tag_actions
+#: field:partner.action,write_date:0 field:partner.action.type,write_date:0
+msgid "Last Updated on"
+msgstr "Dernière mise à jour le"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "My Actions"
+msgstr "Mes actions"
+
+#. module: partner_tag_actions
+#: field:partner.action.type,name:0
+msgid "Name"
+msgstr "Nom"
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_res_partner
+#: field:partner.action,partner_id:0
+msgid "Partner"
+msgstr "Partenaire"
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_partner_action
+msgid "Partner Action"
+msgstr "Action de partenaire"
+
+#. module: partner_tag_actions
+#: model:res.groups,name:partner_tag_actions.group_partner_action_manager
+msgid "Partner Action Manager"
+msgstr "Gestionnaire d'actions de partenaire"
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_partner_action_type
+msgid "Partner Action Type"
+msgstr "Type d'actions de partenaire"
+
+#. module: partner_tag_actions
+#: model:res.groups,name:partner_tag_actions.group_partner_action_user
+msgid "Partner Action User"
+msgstr "Utilisateur d'actions de partenaire"
+
+#. module: partner_tag_actions
+#: field:partner.action,priority:0 field:partner.action.type,priority:0
+msgid "Priority"
+msgstr "Priorité"
+
+#. module: partner_tag_actions
+#: field:partner.action.type,remove_tag:0
+msgid "Remove Tag"
+msgstr "Enlever l'étiquette"
+
+#. module: partner_tag_actions
+#: view:partner.action.type:partner_tag_actions.view_partner_action_type_filter
+msgid "Search Action Types"
+msgstr "Rechercher des types d'actions"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "Search Actions"
+msgstr "Rechercher des actions"
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_action_form
+msgid "Set To Draft"
+msgstr "Mettre en brouillon"
+
+#. module: partner_tag_actions
+#: field:partner.action,date_start:0
+msgid "Start Date"
+msgstr "Date de début"
+
+#. module: partner_tag_actions
+#: field:partner.action,state:0
+msgid "Status"
+msgstr "État"
+
+#. module: partner_tag_actions
+#: code:addons/partner_tag_actions/models/partner_action.py:73
+#, python-format
+msgid "The end date cannot precede the start date!"
+msgstr "La date de fin ne peut être antérieure à la date de début !"
+
+#. module: partner_tag_actions
+#: field:partner.action,action_type:0
+msgid "Type"
+msgstr "Type"
+
+#. module: partner_tag_actions
+#: field:partner.action,user_id:0
+msgid "User"
+msgstr "Utilisateur"
--- a/partner_tag_actions/i18n/partner_tag_actions.pot
+++ b/partner_tag_actions/i18n/partner_tag_actions.pot
@ -0,0 +1,210 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#	* partner_tag_actions
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-09-21 15:54+0000\n"
+"PO-Revision-Date: 2015-09-21 15:54+0000\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: partner_tag_actions
+#: model:ir.actions.act_window,name:partner_tag_actions.action_partner_action_type_view
+#: model:ir.ui.menu,name:partner_tag_actions.menu_partner_action_type_act
+msgid "Action Types"
+msgstr ""
+
+#. module: partner_tag_actions
+#: code:addons/partner_tag_actions/models/partner.py:42
+#: model:ir.actions.act_window,name:partner_tag_actions.action_partner_action_view
+#: model:ir.ui.menu,name:partner_tag_actions.menu_partner_action
+#: view:partner.action:partner_tag_actions.view_action_form
+#: view:res.partner:partner_tag_actions.view_partner_form
+#: field:res.partner,action_ids:0
+#, python-format
+msgid "Actions"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "Actions done by me"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action.type:partner_tag_actions.view_partner_action_type_filter
+#: field:partner.action.type,is_active:0
+msgid "Active"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action.type,add_tag:0
+msgid "Add Tag"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_action_form
+msgid "Confirm"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,create_uid:0
+#: field:partner.action.type,create_uid:0
+msgid "Created by"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,create_date:0
+#: field:partner.action.type,create_date:0
+msgid "Created on"
+msgstr ""
+
+#. module: partner_tag_actions
+#: help:partner.action,is_active:0
+msgid "Currently active"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,date:0
+msgid "Date"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,details:0
+msgid "Details"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+#: selection:partner.action,state:0
+msgid "Done"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+#: selection:partner.action,state:0
+msgid "Draft"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,date_end:0
+msgid "End Date"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,id:0
+#: field:partner.action.type,id:0
+msgid "ID"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,is_active:0
+msgid "Is active"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,write_uid:0
+#: field:partner.action.type,write_uid:0
+msgid "Last Updated by"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,write_date:0
+#: field:partner.action.type,write_date:0
+msgid "Last Updated on"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "My Actions"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action.type,name:0
+msgid "Name"
+msgstr ""
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_res_partner
+#: field:partner.action,partner_id:0
+msgid "Partner"
+msgstr ""
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_partner_action
+msgid "Partner Action"
+msgstr ""
+
+#. module: partner_tag_actions
+#: model:res.groups,name:partner_tag_actions.group_partner_action_manager
+msgid "Partner Action Manager"
+msgstr ""
+
+#. module: partner_tag_actions
+#: model:ir.model,name:partner_tag_actions.model_partner_action_type
+msgid "Partner Action Type"
+msgstr ""
+
+#. module: partner_tag_actions
+#: model:res.groups,name:partner_tag_actions.group_partner_action_user
+msgid "Partner Action User"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,priority:0
+#: field:partner.action.type,priority:0
+msgid "Priority"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action.type,remove_tag:0
+msgid "Remove Tag"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action.type:partner_tag_actions.view_partner_action_type_filter
+msgid "Search Action Types"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_partner_action_filter
+msgid "Search Actions"
+msgstr ""
+
+#. module: partner_tag_actions
+#: view:partner.action:partner_tag_actions.view_action_form
+msgid "Set To Draft"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,date_start:0
+msgid "Start Date"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,state:0
+msgid "Status"
+msgstr ""
+
+#. module: partner_tag_actions
+#: code:addons/partner_tag_actions/models/partner_action.py:73
+#, python-format
+msgid "The end date cannot precede the start date!"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,action_type:0
+msgid "Type"
+msgstr ""
+
+#. module: partner_tag_actions
+#: field:partner.action,user_id:0
+msgid "User"
+msgstr ""
+
--- a/partner_tag_actions/models/init.py
+++ b/partner_tag_actions/models/init.py
@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import partner_action_type
+from . import partner_action
+from . import partner
--- a/partner_tag_actions/models/partner.py
+++ b/partner_tag_actions/models/partner.py
@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import models, fields, api, _
+
+
+class Partner(models.Model):
+    _inherit = 'res.partner'
+
+    @api.multi
+    def count_actions(self):
+        for record in self:
+            record.action_count = len(record.action_ids)
+
+    action_count = fields.Integer(compute=count_actions)
+    action_ids = fields.One2many('partner.action', 'partner_id',
+                                 string='Actions')
+
+    @api.multi
+    def button_actions(self):
+        self.ensure_one()
+
+        return {
+            'name': _('Actions'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'partner.action',
+            'view_type': 'form',
+            'view_mode': 'tree,form',
+            'domain': [('partner_id', '=', self.id)],
+        }
+
+    def apply_actions(self):
+        self.ensure_one()
+        actions = self.action_ids.filtered(lambda a: a.state == 'done')
+        actions = actions.sorted(reverse=True)
+        actions.apply_all()
+        return True
+
+    @api.multi
+    def write(self, vals):
+        res = super(Partner, self).write(vals)
+        if "category_id" in vals and "norecurse" not in self.env.context:
+            self.with_context(norecurse=True).apply_actions()
+
+        return res
--- a/partner_tag_actions/models/partner_action.py
+++ b/partner_tag_actions/models/partner_action.py
@ -0,0 +1,171 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import models, fields, api, _
+from openerp.exceptions import ValidationError
+
+
+class PartnerAction(models.Model):
+    _name = 'partner.action'
+    _description = 'Partner Action'
+    _order = "priority"
+
+    def _get_name(self):
+        for record in self:
+            record.name = u"{0} [{1}] {2}".format(
+                record.date,
+                record.action_type.name,
+                record.partner_id.name,
+            )
+
+    # Fields
+    partner_id = fields.Many2one('res.partner', string='Partner',
+                                 required=True, ondelete='cascade')
+    user_id = fields.Many2one('res.users', string='User',
+                              required=True, readonly=True,
+                              default=lambda self: self.env.user)
+    name = fields.Char(compute=_get_name)
+
+    date = fields.Date('Date', required=True,
+                       default=fields.Date.context_today)
+    date_start = fields.Date('Start Date',
+                             default=fields.Date.context_today)
+    date_end = fields.Date('End Date')
+
+    details = fields.Text('Details')
+
+    state = fields.Selection([('draft', 'Draft'),
+                              ('done', 'Done')],
+                             string='Status', required=True,
+                             default='draft')
+
+    action_type = fields.Many2one(
+        'partner.action.type', string='Type', required=True,
+        default=lambda self: self.env['partner.action.type'].get_default(),
+    )
+    is_active = fields.Boolean(help="Currently active")
+    priority = fields.Integer(related="action_type.priority", store=True)
+
+    @api.constrains('date_start', 'date_end')
+    def check_dates(self):
+        if self.date_start and self.date_end and \
+                self.date_start > self.date_end:
+            raise ValidationError(
+                _('The end date cannot precede the start date!')
+            )
+
+    # Button actions
+    @api.multi
+    def button_confirm(self):
+        self.write({'state': 'done'})
+        self.apply_partner()
+
+    @api.multi
+    def button_draft(self):
+        self.write({'state': 'draft'})
+        self.apply_partner()
+
+    def check_date_active(self):
+        today = fields.Date.context_today(self)
+        start = self.date_start or today
+        end = self.date_end or today
+        return start <= today <= end
+
+    @api.depends('date_start', 'date_end', 'state')
+    def check_is_active(self, single=False):
+        """
+        Make sure an action is in/active according to its state and
+        dates, correcting its status as required.
+
+        If `single` is True, re-apply partner rules when necessary
+        """
+        if self.state == 'done' and self.check_date_active():
+            if not self.is_active:
+                self.is_active = True
+        elif self.is_active:
+            self.action_outdated(single=single)
+
+    def action_outdated(self, single=False):
+        """
+        Tag action is outdated, revert its changes
+
+        if `single` is True, re-apply partner actions
+        """
+        if not self.is_active:
+            return
+
+        self.is_active = False
+        action = self.action_type
+        if action.add_tag:
+            self.partner_id.category_id -= action.add_tag
+
+        if not single:
+            # We re-apply partner actions because this action may have
+            # prevented another one from applying
+            self.apply_partner()
+        return True
+
+    # Cron
+    @api.model
+    def apply_active_actions(self):
+        # We may want to limit this to actions that have start/end dates
+        # around today to pick up changes when appropriate
+        active_actions = self.search(
+            [('state', '=', 'done')],
+            order="partner_id, priority DESC")
+
+        return active_actions.apply_all()
+
+    @api.multi
+    def apply_all(self):
+        """ Apply all actions in the order they are passed """
+        partner_writes = {}
+        partners = {}
+        tag_obj = self.env["res.partner.category"]
+        # Collect the result of all add/remove tags
+        for action in self:
+            action.check_is_active(single=True)
+            if not action.is_active:
+                continue
+
+            partner = partner_writes.setdefault(action.partner_id.id,
+                                                {"+": set(), "-": set()})
+            partners.setdefault(action.partner_id.id, action.partner_id)
+            atype = action.action_type
+            if atype.add_tag:
+                partner["+"].add(atype.add_tag.id)
+                partner["-"].discard(atype.add_tag.id)
+            if atype.remove_tag:
+                partner["-"].add(atype.remove_tag.id)
+                partner["+"].discard(atype.remove_tag.id)
+
+        # Apply necessary changes to tags
+        for partner_id, changes in partner_writes.iteritems():
+            partner = partners[partner_id]
+            for tag in tag_obj.browse(changes["-"]):
+                partner.category_id -= tag
+            for tag in tag_obj.browse(changes["+"]):
+                partner.category_id |= tag
+
+        return True
+
+    @api.multi
+    def apply_partner(self):
+        partner = self.mapped(lambda x: x.partner_id)
+        partner.apply_actions()
+        return True
+
+    # Overriden methods to make sure changes are applied
+    @api.model
+    @api.returns('self', lambda value: value.id)
+    def create(self, vals):
+        res = super(PartnerAction, self).create(vals)
+        res.apply_partner()
+        return res
+
+    @api.multi
+    def write(self, vals):
+        res = super(PartnerAction, self).write(vals)
+        self.apply_partner()
+        return res
--- a/partner_tag_actions/models/partner_action_type.py
+++ b/partner_tag_actions/models/partner_action_type.py
@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from openerp import models, fields, api
+
+
+class PartnerActionType(models.Model):
+    _name = 'partner.action.type'
+    _description = 'Partner Action Type'
+    _order = 'priority'
+
+    name = fields.Char('Name', translate=True, required=True)
+    priority = fields.Integer('Priority', required=True, default=0)
+    is_active = fields.Boolean('Active', default=True)
+
+    add_tag = fields.Many2one('res.partner.category', required=False,
+                              string='Add Tag')
+    remove_tag = fields.Many2one('res.partner.category', required=False,
+                                 string='Remove Tag')
+
+    @api.model
+    def get_default(self):
+        return self.search([('is_active', '=', True)], limit=1).id
--- a/partner_tag_actions/security/ir.model.access.csv
+++ b/partner_tag_actions/security/ir.model.access.csv
@ -0,0 +1,5 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_partner_action_user,partner.action.user,model_partner_action,group_partner_action_user,1,1,1,0
+access_partner_action_manager,partner.action.manager,model_partner_action,group_partner_action_manager,1,1,1,1
+access_partner_action_type_user,partner.action.type.user,model_partner_action_type,group_partner_action_user,1,0,0,0
+access_partner_action_type_manager,partner.action.type.manager,model_partner_action_type,group_partner_action_manager,1,1,1,1
--- a/partner_tag_actions/security/res_groups_data.xml
+++ b/partner_tag_actions/security/res_groups_data.xml
@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data noupdate="0">
+
+        <record id="group_partner_action_user" model="res.groups">
+            <field name="name">Partner Action User</field>
+            <field name="category_id" ref="base.module_category_sale"/>
+        </record>
+
+        <record id="group_partner_action_manager" model="res.groups">
+            <field name="name">Partner Action Manager</field>
+            <field name="category_id" ref="base.module_category_sale"/>
+            <field name="users" eval="[(4, ref('base.user_root'))]"/>
+            <field name="implied_ids" eval="[(4, ref('group_partner_action_user'))]"/>
+        </record>
+
+        <record id="base.group_sale_salesman" model="res.groups">
+            <field name="implied_ids" eval="[(4, ref('group_partner_action_user'))]"/>
+        </record>
+
+    </data>
+</openerp>
--- a/partner_tag_actions/static/description/icon.png
+++ b/partner_tag_actions/static/description/icon.png
--- a/partner_tag_actions/tests/init.py
+++ b/partner_tag_actions/tests/init.py
@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test_partner_action
--- a/partner_tag_actions/tests/test_partner_action.py
+++ b/partner_tag_actions/tests/test_partner_action.py
@ -0,0 +1,98 @@
+# -*- coding: utf-8 -*-
+# Copyright 2016 Savoir-faire Linux
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp.tests import TransactionCase
+
+
+class PartnerActionTest(TransactionCase):
+    """
+    Tests tweaks to res.partner: defaults and case modifications
+    """
+    def setUp(self):
+        super(PartnerActionTest, self).setUp()
+        self.partner_obj = self.env["res.partner"]
+        self.cat_obj = self.env["res.partner.category"]
+        self.action_obj = self.env["partner.action"]
+        self.action_type_obj = self.env["partner.action.type"]
+
+        self.partner = self.partner_obj.create({
+            "name": "Monty Python",
+        })
+        self.tag_a = self.cat_obj.create({"name": "Tag A"})
+        self.tag_b = self.cat_obj.create({"name": "Tag B"})
+
+    def test_create_done(self):
+        """ Test that tags are applied when creating """
+        add_a = self.action_type_obj.create({
+            "name": "Add A",
+            "add_tag": self.tag_a.id,
+        })
+        self.action_obj.create({
+            "partner_id": self.partner.id,
+            "state": "done",
+            "action_type": add_a.id,
+        })
+        self.assertIn(
+            self.tag_a,
+            self.partner.category_id,
+            "Partner should have gotten Tag A")
+
+    def test_create_and_done(self):
+        """ Test that tags are applied when changing their state """
+        add_a = self.action_type_obj.create({
+            "name": "Add A",
+            "add_tag": self.tag_a.id,
+        })
+        action = self.action_obj.create({
+            "partner_id": self.partner.id,
+            "state": "draft",
+            "action_type": add_a.id,
+        })
+        self.assertNotIn(
+            self.tag_a,
+            self.partner.category_id,
+            "Partner should not have gotten Tag A")
+
+        action.write({"state": 'done'})
+
+        self.assertIn(
+            self.tag_a,
+            self.partner.category_id,
+            "Partner should have gotten Tag A")
+
+    def test_01_priority(self):
+        """ Test that tags are applied by their priority """
+        add_a = self.action_type_obj.create({
+            "name": "Add A, Del B",
+            "add_tag": self.tag_a.id,
+            "remove_tag": self.tag_b.id,
+            "priority": 10,
+        })
+
+        add_b = self.action_type_obj.create({
+            "name": "Add B, Del A",
+            "add_tag": self.tag_b.id,
+            "remove_tag": self.tag_a.id,
+            "priority": 0,
+        })
+        self.action_obj.create({
+            "partner_id": self.partner.id,
+            "state": 'done',
+            "action_type": add_b.id,
+        })
+        self.action_obj.create({
+            "partner_id": self.partner.id,
+            "state": 'done',
+            "action_type": add_a.id,
+        })
+
+        self.assertNotIn(
+            self.tag_a,
+            self.partner.category_id,
+            "Partner should not have gotten Tag A")
+
+        self.assertIn(
+            self.tag_b,
+            self.partner.category_id,
+            "Partner should have gotten Tag B")
--- a/partner_tag_actions/views/partner_action_type_view.xml
+++ b/partner_tag_actions/views/partner_action_type_view.xml
@ -0,0 +1,45 @@
+<?xm version="1.0"?>
+<openerp>
+    <data>
+
+        <record id="view_action_type_tree" model="ir.ui.view">
+            <field name="name">partner.action.type.tree</field>
+            <field name="model">partner.action.type</field>
+            <field name="arch" type="xml">
+                <tree editable="top">
+                    <field name="name"/>
+                    <field name="priority"/>
+                    <field name="is_active"/>
+                    <field name="add_tag" />
+                    <field name="remove_tag" />
+                </tree>
+            </field>
+        </record>
+
+        <record id="view_partner_action_type_filter" model="ir.ui.view">
+            <field name="name">Partner - Actions</field>
+            <field name="model">partner.action.type</field>
+            <field name="arch" type="xml">
+                <search string="Search Action Types">
+                    <field name="name"/>
+                    <filter string="Active" name="active_only"
+                            domain="[('is_active', '=', True)]"/>
+                </search>
+            </field>
+        </record>
+
+        <record id="action_partner_action_type_view"  model="ir.actions.act_window">
+            <field name="name">Action Types</field>
+            <field name="res_model">partner.action.type</field>
+            <field name="view_id" eval="view_action_type_tree"/>
+            <field name="search_view_id" ref="view_partner_action_type_filter"/>
+        </record>
+
+        <menuitem 
+            action="action_partner_action_type_view" id="menu_partner_action_type_act"
+            name="Action Types" sequence="0"
+            parent="base.menu_base_config"
+            groups="group_partner_action_manager"/>
+
+    </data>
+</openerp>
--- a/partner_tag_actions/views/partner_action_view.xml
+++ b/partner_tag_actions/views/partner_action_view.xml
@ -0,0 +1,81 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record id="view_action_form" model="ir.ui.view">
+            <field name="name">partner.action.form</field>
+            <field name="model">partner.action</field>
+            <field name="arch" type="xml">
+                <form string="Actions">
+                    <header>
+                        <button string="Confirm" name="button_confirm" type="object" states="draft" class="oe_highlight"/>
+                        <button string="Set To Draft" name="button_draft" type="object" states="done"/>
+                        <field name="state" widget="statusbar"/>
+                    </header>
+                    <sheet>
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="date"/>
+                            <field name="user_id"/>
+                            <field name="date_start" />
+                            <field name="date_end" />
+                            <field name="action_type" domain="[('is_active', '=', True)]"/>
+                            <field name="details" width="200"/>
+                        </group>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record id="view_action_tree" model="ir.ui.view">
+            <field name="name">partner.action.tree</field>
+            <field name="model">partner.action</field>
+            <field name="arch" type="xml">
+                <tree>
+                    <field name="partner_id"/>
+                    <field name="date"/>
+                    <field name="date_start" />
+                    <field name="date_end" />
+                    <field name="user_id"/>
+                    <field name="action_type" domain="[('is_active', '=', True)]"/>
+                    <field name="details"/>
+                    <field name="state" readonly="True" />
+                </tree>
+            </field>
+        </record>
+
+        <record id="view_partner_action_filter" model="ir.ui.view">
+            <field name="name">Partner Actions</field>
+            <field name="model">partner.action</field>
+            <field name="arch" type="xml">
+                <search string="Search Actions">
+                    <field name="partner_id"/>
+                    <field name="date"/>
+                    <field name="user_id"/>
+                    <separator/>
+                    <filter string="Draft" name="draft_only"
+                            domain="[('state', '=', 'draft')]"/>
+                    <filter string="Done" name="done_only"
+                            domain="[('state', '=', 'done')]"/>
+                    <separator/>
+                    <filter string="My Actions" name="user_me"
+                            domain="[('user_id', '=', uid)]"
+                            help="Actions done by me"/>
+                </search>
+            </field>
+        </record>
+
+        <record model="ir.actions.act_window" id="action_partner_action_view">
+            <field name="name">Actions</field>
+            <field name="res_model">partner.action</field>
+            <field name="view_mode">tree,form</field>
+            <field name="view_type">form</field>
+            <field name="search_view_id" ref="view_partner_action_filter"/>
+            <field name="context">{'search_default_user_me':1}</field>
+        </record>
+
+        <menuitem name="Actions" id="menu_partner_action" parent="base.menu_sales" sequence="5"
+        action="action_partner_action_view"
+        groups="group_partner_action_user,group_partner_action_manager"/>
+
+    </data>
+</openerp>
--- a/partner_tag_actions/views/partner_view.xml
+++ b/partner_tag_actions/views/partner_view.xml
@ -0,0 +1,25 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record id="view_partner_form" model="ir.ui.view" >
+            <field name="name">Partner Form +Actions</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_form"/>
+            <field name="arch" type="xml">
+              <xpath expr="//div[@class='oe_right oe_button_box']" position="inside">
+                <button
+                  class="oe_inline oe_stat_button"
+                  type="object"
+                  context="{
+                  'default_partner_id': id,
+                  }"
+                  name="button_actions"
+                  icon="fa-list">
+                  <field string="Actions" name="action_count" widget="statinfo"/>
+                </button>
+              </xpath>
+            </field>
+        </record>
+    </data>
+</openerp>
+