Merge PR #1063 into 14.0

Signed-off-by dreispt

partner_tier_validation/README.rst

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+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+=======================
+Partner Tier Validation
+=======================
+
+This module extends the functionality of Partner to support a tier
+validation process.
+
+Installation
+============
+
+This module depends on ``base_tier_validation``. You can find it at
+`OCA/server-ux <https://github.com/OCA/server-ux>`_
+
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. Go to *Settings > Technical > Tier Validations > Tier Definition*.
+#. Create as many tiers as you want for Contact  model.
+#. Example:
+        Definition	Formula			
+        Tier Definition Expression	
+        # Available locals:
+        #  - rec: current record
+
+        [rec.state == New]
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Create a Contact  triggering at least one "Tier Definition".
+#. Click on *Request Validation* button.
+#. Under the tab *Reviews* have a look to pending reviews and their statuses.
+#. Validator has to update Is Customer or Is Supplier or Both for this Contact to be usable on SO/PO.
+
+Additional features:
+
+* You can filter the Invoices requesting your review through the filter *Needs my
+  Review*.
+* User with rights to confirm the Vendor Bill (validate all tiers that would
+  be generated) can directly do the operation, this is, there is no need for
+  her/him to request a validation.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/142/11.0
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/sale-workflow/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smash it by providing detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
+
+Contributors
+------------
+
+* Antonio Yamuta <ayamuta@opensourceintegrators.com>
+
+Do not contact contributors directly about support or help with technical issues.
+
+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 https://odoo-community.org.

partner_tier_validation/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

partner_tier_validation/__manifest__.py

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+# Copyright 2019 Open Source Integrators
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Partner Tier Validation",
+    "summary": "Extends the functionality of Contacts to"
+    "support a tier validation process.",
+    "version": "14.0.1.0.0",
+    "website": "https://github.com/OCA/partner-contact",
+    "category": "Contact",
+    "author": "Open Source Integrators, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["contacts", "base_tier_validation"],
+    "data": [
+        "views/res_partner_view.xml",
+    ],
+}

partner_tier_validation/models/__init__.py

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+# Copyright 2019 Open Source Integrators
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import res_partner
+from . import tier_validation

partner_tier_validation/models/res_partner.py

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+# Copyright 2019 Open Source Integrators
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _name = "res.partner"
+    _inherit = ["res.partner", "tier.validation", "mail.activity.mixin"]
+    _state_from = ["new", "to approve"]
+    _state_to = ["approved"]
+
+    state = fields.Selection(
+        [("new", "New"), ("approved", "Approved")], string="Status", default="new"
+    )

partner_tier_validation/models/tier_validation.py

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+# Copyright 2019 Open Source Integrators
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class TierValidation(models.AbstractModel):
+    _inherit = "tier.validation"
+
+    @api.model
+    def _get_under_validation_exceptions(self):
+        """Extend for more field exceptions."""
+        res = super(TierValidation, self)._get_under_validation_exceptions() or []
+        ex_fields = ["categ_id", "state", "customer", "supplier", "excise_tax"]
+        for val in ex_fields:
+            res.append(val)
+        return res
+
+    def validate_tier(self):
+        super(TierValidation, self).validate_tier()
+        # make sure to only work with res.partner object.
+        if self._name != "res.partner":
+            return
+        for partner in self:
+            rec = self.env["tier.review"].search(
+                [("res_id", "=", partner.id), ("model", "=", "res.partner")]
+            )
+            if rec and rec.status == "approved":
+                partner.state = "approved"
+
+    # Need to override for Partner Tier Validation since can_review field
+    # is set to True based only
+    # if current user is a member of reviewer_ids. This can_review field
+    # is used to enable or disable the boolean
+    # field Is Customer / Is Vendor not only during the Validation process
+    # but even if it is in Approved State.
+    @api.depends("review_ids")
+    def _compute_reviewer_ids(self):
+        if str(self.__class__) == "<class 'odoo.api.res.partner'>":
+            for rec in self:
+                rec.reviewer_ids = rec.review_ids.filtered(
+                    lambda r: r.status in ("pending", "approved")
+                ).mapped("reviewer_ids")
+        else:
+            for rec in self:
+                rec.reviewer_ids = rec.review_ids.filtered(
+                    lambda r: r.status == "pending"
+                ).mapped("reviewer_ids")
+
+    def request_validation(self):
+        res = super().request_validation()
+        for rec in self.filtered(lambda x: x._name == "res.partner"):
+            rec.message_subscribe(
+                partner_ids=[
+                    self.env.user.partner_id.id,
+                ]
+            )
+        return res

partner_tier_validation/views/res_partner_view.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2019 Open Source Integrators
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record id="partner_form_tier" model="ir.ui.view">
+        <field name="name">partner.form.tier</field>
+        <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form" />
+    <field name="arch" type="xml">
+        <xpath expr="/form/sheet" position="before">
+              <header>
+             <field name="state" widget="statusbar" statusbar_visible="new, approved" />
+                 <button
+                        name="request_validation"
+                        string="Request Validation"
+                        attrs="{'invisible': ['|','|',('need_validation', '!=', True),('rejected','=',True),('state','not in',['new','to approve'])]}"
+                        type="object"
+                    />
+                  <button
+                        name="restart_validation"
+                        string="Restart Validation"
+                        attrs="{'invisible': ['|',('review_ids', '=', []),('state','not in',['new','to approve'])]}"
+                        type="object"
+                    />
+               </header>
+            </xpath>
+
+        <header position="after">
+                <field name="need_validation" invisible="1" />
+                <field name="validated" invisible="1" />
+        <field name="rejected" invisible="1" />
+        <field name="reviewer_ids" invisible="1" />
+                <div
+                    class="alert alert-warning"
+                    role="alert"
+                    attrs="{'invisible': ['|', '|', '|',
+                     ('validated', '=', True), ('state', 'not in', ['new','to approve']),
+                     ('rejected', '=', True), ('review_ids', '=', [])]}"
+                    style="margin-bottom:0px;"
+                >
+                    <p><i class="fa fa-info-circle" />This partner needs to be
+                        approved before it can have transactions.
+                        <field name="can_review" invisible="1" />
+                        <button
+                            name="validate_tier"
+                            string="Validate"
+                            attrs="{'invisible': [('can_review', '=', False)]}"
+                            type="object"
+                            class="oe_inline oe_button btn-success"
+                            icon="fa-thumbs-up"
+                        />
+                        <button
+                            name="reject_tier"
+                            string="Reject"
+                            attrs="{'invisible': [('can_review', '=', False)]}"
+                            type="object"
+                            class="btn-icon btn-danger"
+                            icon="fa-thumbs-down"
+                        />
+                    </p>
+                </div>
+                <div
+                    class="alert alert-success"
+                    role="alert"
+                    attrs="{'invisible': ['|', '|', ('validated', '!=', True), ('state', 'not in', ['new','to approve']), ('review_ids', '=', [])]}"
+                    style="margin-bottom:0px;"
+                >
+                    <p><i class="fa fa-thumbs-up" /> Partner has been <b
+                        >approved and now can have transactions</b>!</p>
+                </div>
+                <div
+                    class="alert alert-danger"
+                    role="alert"
+                    attrs="{'invisible': ['|', '|', ('rejected', '!=', True), ('state', 'not in', ['new','to approve']), ('review_ids', '=', [])]}"
+                    style="margin-bottom:0px;"
+                >
+                    <p><i class="fa fa-thumbs-down" /> Partner creation has been <b
+                        >rejected</b>.</p>
+                </div>
+            </header>
+            <xpath expr="//form/div[hasclass('oe_chatter')]" position="before">
+                <field
+                    name="review_ids"
+                    widget="tier_validation"
+                    attrs="{'invisible':[('review_ids', '=', [])]}"
+                />
+            </xpath>
+
+        </field>
+    </record>
+
+    <record id="partner_form_tier_filter" model="ir.ui.view">
+        <field name="name">partner.form.tier.filter</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_res_partner_filter" />
+        <field name="arch" type="xml">
+            <filter name="type_person" position="before">
+                <filter
+                    name="needs_review"
+                    string="Needs my Review"
+                    domain="[('reviewer_ids','in',uid), ('state', 'not in', ['approved','to approve'])]"
+                    help="Partner(s) to review"
+                />
+            </filter>
+        </field>
+    </record>
+
+</odoo>

setup/partner_tier_validation/odoo/addons/partner_tier_validation

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+../../../../partner_tier_validation

setup/partner_tier_validation/setup.py

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+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)