OCA-git-bot
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png |
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:target: https://www.gnu.org/licenses/agpl |
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:alt: License: AGPL-3 |
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======================= |
======================= |
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Partner Tier Validation |
Partner Tier Validation |
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======================= |
======================= |
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This module extends the functionality of Partner to support a tier |
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validation process. |
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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Installation |
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============ |
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Beta |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github |
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:target: https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation |
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:alt: OCA/partner-contact |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_tier_validation |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/134/14.0 |
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:alt: Try me on Runbot |
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This module depends on ``base_tier_validation``. You can find it at |
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`OCA/server-ux <https://github.com/OCA/server-ux>`_ |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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Adds an approval workflow to Partners. |
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The default rule requires new parent Contacts to be approved |
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before they can be used. |
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For this, the new Contact record is kept as "Archived" until it is approved. |
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Configuration |
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============= |
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**Table of contents** |
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To configure this module, you need to: |
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.. contents:: |
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:local: |
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#. Go to *Settings > Technical > Tier Validations > Tier Definition*. |
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#. Create as many tiers as you want for Contact model. |
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#. Example: |
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Definition Formula |
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Tier Definition Expression |
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# Available locals: |
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# - rec: current record |
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Installation |
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============ |
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[rec.state == New] |
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This module depends on ``base_tier_validation``. You can find it at |
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`OCA/server-ux <https://github.com/OCA/server-ux>`_ |
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Usage |
Usage |
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===== |
===== |
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To use this module, you need to: |
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A regular user creates a new Contact and sends it for approval: |
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#. Create a Contact triggering at least one "Tier Definition". |
#. Create a Contact triggering at least one "Tier Definition". |
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The Contact will be in Draft state and marked as Archived until approved. |
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#. Click on *Request Validation* button. |
#. Click on *Request Validation* button. |
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#. Under the tab *Reviews* have a look to pending reviews and their statuses. |
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#. Validator has to update Is Customer or Is Supplier or Both for this Contact to be usable on SO/PO. |
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#. In the *Reviews* section, at the bottom of the form, inspect the pending reviews and their status. |
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Additional features: |
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* You can filter the Invoices requesting your review through the filter *Needs my |
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Review*. |
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* User with rights to confirm the Vendor Bill (validate all tiers that would |
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be generated) can directly do the operation, this is, there is no need for |
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her/him to request a validation. |
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The approver reviews Contacts to approve: |
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#. Navigate to the Contacts app, and select the filter "Needs my Approval" |
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#. Open the Contact form to approve. It will display a |
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"This Records needs to be validated" banner, with "Validate" and "Reject" options. |
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#. The approver can change the state to "Active". |
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This will automatically unarchive the record and make it available to be used. |
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas |
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:alt: Try me on Runbot |
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:target: https://runbot.odoo-community.org/runbot/142/11.0 |
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The Approve/Reject actions do not automatically change the State. |
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This could be a future improvement. |
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Bug Tracker |
Bug Tracker |
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=========== |
=========== |
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Bugs are tracked on `GitHub Issues |
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<https://github.com/OCA/sale-workflow/issues>`_. In case of trouble, please |
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check there if your issue has already been reported. If you spotted it first, |
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help us smash it by providing detailed and welcomed feedback. |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`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**>`_. |
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Do not contact contributors directly about support or help with technical issues. |
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Credits |
Credits |
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======= |
======= |
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Images |
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------ |
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Authors |
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~~~~~~~ |
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_. |
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* Open Source Integrators |
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Contributors |
Contributors |
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------------ |
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~~~~~~~~~~~~ |
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* `Open Source Integrators <https://opensourceintegrators.com>`_. |
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* Antonio Yamuta <ayamuta@opensourceintegrators.com> |
* Antonio Yamuta <ayamuta@opensourceintegrators.com> |
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* Daniel Reis <dreis@opensourceintegrators.com> |
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Do not contact contributors directly about support or help with technical issues. |
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Maintainers |
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~~~~~~~~~~~ |
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Maintainer |
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---------- |
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This module is maintained by the OCA. |
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.. image:: https://odoo-community.org/logo.png |
.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
:alt: Odoo Community Association |
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:target: https://odoo-community.org |
:target: https://odoo-community.org |
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This module is maintained by the OCA. |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
promote its widespread use. |
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To contribute to this module, please visit https://odoo-community.org. |
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This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation>`_ project on GitHub. |
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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color: red } |
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span.section-subtitle { |
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/* font-size relative to parent (h1..h6 element) */ |
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font-size: 80% } |
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table.citation { |
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border-left: solid 1px gray; |
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margin-left: 1px } |
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table.docinfo { |
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margin: 2em 4em } |
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table.docutils { |
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margin-top: 0.5em ; |
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margin-bottom: 0.5em } |
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table.footnote { |
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border-left: solid 1px black; |
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margin-left: 1px } |
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table.docutils td, table.docutils th, |
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table.docinfo td, table.docinfo th { |
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padding-left: 0.5em ; |
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font-weight: bold ; |
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text-align: left ; |
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padding-left: 0 } |
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/* "booktabs" style (no vertical lines) */ |
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table.docutils.booktabs { |
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border: 0px; |
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border-top: 2px solid; |
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border-bottom: 2px solid; |
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border-collapse: collapse; |
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} |
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table.docutils.booktabs * { |
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border: 0px; |
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} |
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table.docutils.booktabs th { |
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border-bottom: thin solid; |
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text-align: left; |
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} |
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h1 tt.docutils, h2 tt.docutils, h3 tt.docutils, |
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h4 tt.docutils, h5 tt.docutils, h6 tt.docutils { |
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font-size: 100% } |
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ul.auto-toc { |
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list-style-type: none } |
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||||
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</style> |
||||
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</head> |
||||
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<body> |
||||
|
<div class="document" id="partner-tier-validation"> |
||||
|
<h1 class="title">Partner Tier Validation</h1> |
||||
|
|
||||
|
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
||||
|
!! This file is generated by oca-gen-addon-readme !! |
||||
|
!! changes will be overwritten. !! |
||||
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
||||
|
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_tier_validation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
||||
|
<p>Adds an approval workflow to Partners. |
||||
|
The default rule requires new parent Contacts to be approved |
||||
|
before they can be used.</p> |
||||
|
<p>For this, the new Contact record is kept as “Archived” until it is approved.</p> |
||||
|
<p><strong>Table of contents</strong></p> |
||||
|
<div class="contents local topic" id="contents"> |
||||
|
<ul class="simple"> |
||||
|
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li> |
||||
|
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
||||
|
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> |
||||
|
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> |
||||
|
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li> |
||||
|
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> |
||||
|
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> |
||||
|
</ul> |
||||
|
</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="installation"> |
||||
|
<h1><a class="toc-backref" href="#id1">Installation</a></h1> |
||||
|
<p>This module depends on <tt class="docutils literal">base_tier_validation</tt>. You can find it at |
||||
|
<a class="reference external" href="https://github.com/OCA/server-ux">OCA/server-ux</a></p> |
||||
|
</div> |
||||
|
<div class="section" id="usage"> |
||||
|
<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
||||
|
<p>A regular user creates a new Contact and sends it for approval:</p> |
||||
|
<ol class="arabic simple"> |
||||
|
<li>Create a Contact triggering at least one “Tier Definition”. |
||||
|
The Contact will be in Draft state and marked as Archived until approved.</li> |
||||
|
<li>Click on <em>Request Validation</em> button.</li> |
||||
|
<li>In the <em>Reviews</em> section, at the bottom of the form, inspect the pending reviews and their status.</li> |
||||
|
</ol> |
||||
|
<p>The approver reviews Contacts to approve:</p> |
||||
|
<ol class="arabic simple"> |
||||
|
<li>Navigate to the Contacts app, and select the filter “Needs my Approval”</li> |
||||
|
<li>Open the Contact form to approve. It will display a |
||||
|
“This Records needs to be validated” banner, with “Validate” and “Reject” options.</li> |
||||
|
<li>The approver can change the state to “Active”. |
||||
|
This will automatically unarchive the record and make it available to be used.</li> |
||||
|
</ol> |
||||
|
<p>The Approve/Reject actions do not automatically change the State. |
||||
|
This could be a future improvement.</p> |
||||
|
</div> |
||||
|
<div class="section" id="bug-tracker"> |
||||
|
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1> |
||||
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>. |
||||
|
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 |
||||
|
<a class="reference external" href="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**">feedback</a>.</p> |
||||
|
<p>Do not contact contributors directly about support or help with technical issues.</p> |
||||
|
</div> |
||||
|
<div class="section" id="credits"> |
||||
|
<h1><a class="toc-backref" href="#id4">Credits</a></h1> |
||||
|
<div class="section" id="authors"> |
||||
|
<h2><a class="toc-backref" href="#id5">Authors</a></h2> |
||||
|
<ul class="simple"> |
||||
|
<li>Open Source Integrators</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="contributors"> |
||||
|
<h2><a class="toc-backref" href="#id6">Contributors</a></h2> |
||||
|
<ul class="simple"> |
||||
|
<li><a class="reference external" href="https://opensourceintegrators.com">Open Source Integrators</a>.<ul> |
||||
|
<li>Antonio Yamuta <<a class="reference external" href="mailto:ayamuta@opensourceintegrators.com">ayamuta@opensourceintegrators.com</a>></li> |
||||
|
<li>Daniel Reis <<a class="reference external" href="mailto:dreis@opensourceintegrators.com">dreis@opensourceintegrators.com</a>></li> |
||||
|
</ul> |
||||
|
</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="maintainers"> |
||||
|
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2> |
||||
|
<p>This module is maintained by the OCA.</p> |
||||
|
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
||||
|
<p>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.</p> |
||||
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation">OCA/partner-contact</a> project on GitHub.</p> |
||||
|
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</body> |
||||
|
</html> |
||||
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