Daniel Reis
3 years ago
12 changed files with 106 additions and 150 deletions
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5partner_tier_validation/__manifest__.py
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12partner_tier_validation/data/tier_definition.xml
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2partner_tier_validation/models/__init__.py
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27partner_tier_validation/models/res_partner.py
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14partner_tier_validation/models/tier_definition.py
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58partner_tier_validation/models/tier_validation.py
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10partner_tier_validation/readme/CONFIGURATION.rst
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4partner_tier_validation/readme/CONTRIBUTORS.rst
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5partner_tier_validation/readme/DESCRIPTION.rst
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2partner_tier_validation/readme/INSTALL.rst
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19partner_tier_validation/readme/USAGE.rst
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98partner_tier_validation/views/res_partner_view.xml
@ -0,0 +1,12 @@ |
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<odoo noupdate="1"> |
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<record id="partner_tier_definition" model="tier.definition"> |
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<field name="name">Partner Validation</field> |
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<field name="model_id" ref="base.model_res_partner" /> |
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<field name="review_type">group</field> |
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<field name="reviewer_group_id" ref="base.group_user" /> |
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<field name="definition_type">domain</field> |
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<field |
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name="definition_domain" |
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>["&",["parent_id","=",False],"|",["active","=",True],["active","=",False]]</field> |
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</record> |
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</odoo> |
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@ -1,15 +1,32 @@ |
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# Copyright 2019 Open Source Integrators |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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|
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from odoo import fields, models |
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from odoo import api, fields, models |
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|
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|
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class ResPartner(models.Model): |
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_name = "res.partner" |
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_inherit = ["res.partner", "tier.validation", "mail.activity.mixin"] |
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_state_from = ["new", "to approve"] |
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_state_to = ["approved"] |
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_inherit = ["res.partner", "tier.validation"] |
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_tier_validation_manual_config = False |
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|
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state = fields.Selection( |
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[("new", "New"), ("approved", "Approved")], string="Status", default="new" |
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[("draft", "Draft"), ("confirmed", "Active"), ("cancel", "Archived")], |
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string="Status", |
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default="draft", |
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) |
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|
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@api.model |
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def create(self, vals): |
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new = super().create(vals) |
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if new.need_validation and new.state != "confirmed": |
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new.active = False |
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return new |
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|
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def write(self, vals): |
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""" |
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Default `active` is False. |
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It is set to True when State changes to confirmed. |
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""" |
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if "state" in vals: |
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vals["active"] = vals["state"] == "confirmed" |
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return super().write(vals) |
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@ -0,0 +1,14 @@ |
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# Copyright 2019 Open Source Integrators |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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|
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from odoo import api, models |
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|
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|
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class TierDefinition(models.Model): |
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_inherit = "tier.definition" |
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|
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@api.model |
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def _get_tier_validation_model_names(self): |
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res = super(TierDefinition, self)._get_tier_validation_model_names() |
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res.append("res.partner") |
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return res |
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@ -1,58 +0,0 @@ |
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# Copyright 2019 Open Source Integrators |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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|
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from odoo import api, models |
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|
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|
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class TierValidation(models.AbstractModel): |
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_inherit = "tier.validation" |
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|
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@api.model |
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def _get_under_validation_exceptions(self): |
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"""Extend for more field exceptions.""" |
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res = super(TierValidation, self)._get_under_validation_exceptions() or [] |
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ex_fields = ["categ_id", "state", "customer", "supplier", "excise_tax"] |
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for val in ex_fields: |
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res.append(val) |
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return res |
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|
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def validate_tier(self): |
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super(TierValidation, self).validate_tier() |
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# make sure to only work with res.partner object. |
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if self._name != "res.partner": |
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return |
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for partner in self: |
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rec = self.env["tier.review"].search( |
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[("res_id", "=", partner.id), ("model", "=", "res.partner")] |
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) |
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if rec and rec.status == "approved": |
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partner.state = "approved" |
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|
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# Need to override for Partner Tier Validation since can_review field |
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# is set to True based only |
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# if current user is a member of reviewer_ids. This can_review field |
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# is used to enable or disable the boolean |
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# field Is Customer / Is Vendor not only during the Validation process |
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# but even if it is in Approved State. |
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@api.depends("review_ids") |
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def _compute_reviewer_ids(self): |
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if str(self.__class__) == "<class 'odoo.api.res.partner'>": |
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for rec in self: |
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rec.reviewer_ids = rec.review_ids.filtered( |
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lambda r: r.status in ("pending", "approved") |
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).mapped("reviewer_ids") |
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else: |
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for rec in self: |
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rec.reviewer_ids = rec.review_ids.filtered( |
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lambda r: r.status == "pending" |
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).mapped("reviewer_ids") |
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|
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def request_validation(self): |
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res = super().request_validation() |
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for rec in self.filtered(lambda x: x._name == "res.partner"): |
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rec.message_subscribe( |
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partner_ids=[ |
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self.env.user.partner_id.id, |
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] |
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) |
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return res |
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@ -0,0 +1,10 @@ |
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The approval rules can be configured to suit particular use cases. |
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A default validation rule is provided out of the box, |
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that can be used as a starting point fot this configuration. |
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|
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This configuration is done at |
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*Settings > Technical > Tier Validations > Tier Definition*. |
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|
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Note that, since Contacts start as archived records, |
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the *Definition Domain* must include ``"|",["active","=",True],["active","=",False]``. |
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Otherwise the validation rule won't apply correctly in new records. |
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@ -0,0 +1,4 @@ |
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* `Open Source Integrators <https://opensourceintegrators.com>`_. |
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|
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* Antonio Yamuta <ayamuta@opensourceintegrators.com> |
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* Daniel Reis <dreis@opensourceintegrators.com> |
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@ -0,0 +1,5 @@ |
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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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|
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For this, the new Contact record is kept as "Archived" until it is approved. |
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@ -0,0 +1,2 @@ |
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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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@ -0,0 +1,19 @@ |
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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". |
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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. |
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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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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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|
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|
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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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