Daniel Reis
4 years ago
8 changed files with 289 additions and 0 deletions
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92partner_tier_validation/README.rst
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3partner_tier_validation/__init__.py
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20partner_tier_validation/__manifest__.py
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5partner_tier_validation/models/__init__.py
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20partner_tier_validation/models/res_partner.py
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53partner_tier_validation/models/tier_validation.py
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BINpartner_tier_validation/static/description/icon.png
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96partner_tier_validation/views/res_partner_view.xml
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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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==================== |
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Partner Tier Validation |
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==================== |
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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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Installation |
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============ |
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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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Configuration |
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============= |
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To configure this module, you need to: |
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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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[rec.state == New] |
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Usage |
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===== |
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To use this module, you need to: |
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#. Create a Contact triggering at least one "Tier Definition". |
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#. 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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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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.. 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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Bug Tracker |
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=========== |
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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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Credits |
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======= |
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Images |
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------ |
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_. |
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Contributors |
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------------ |
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* Antonio Yamuta <ayamuta@opensourceintegrators.com> |
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Do not contact contributors directly about support or help with technical issues. |
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Maintainer |
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---------- |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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: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 |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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To contribute to this module, please visit https://odoo-community.org. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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from . import models |
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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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"name": "Partner Tier Validation", |
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"summary": "Extends the functionality of Contacts to" |
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"support a tier validation process.", |
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"version": "12.0.1.0.0", |
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"category": "Contact", |
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"author": "Open Source Integrators, Odoo Community Association (OCA)", |
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"license": "AGPL-3", |
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"application": False, |
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"installable": True, |
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"depends": [ |
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"contacts", |
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"base_tier_validation", |
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], |
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"data": [ |
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"views/res_partner_view.xml", |
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], |
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} |
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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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from . import res_partner |
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from . import tier_validation |
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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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from odoo import models, fields |
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class ResPartner(models.Model): |
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_name = "res.partner" |
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_inherit = ['res.partner', 'tier.validation'] |
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_state_from = ['new', 'to approve'] |
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_state_to = ['approved'] |
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# override core odoo to set default value to False |
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customer = fields.Boolean(string='Is a Customer', default=False, |
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help="Check this box if this contact is a customer. It can be selected in sales orders.") |
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state = fields.Selection(selection=[('new','New'), |
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('approved','Approved'),], |
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string='Status', |
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default='new' ) |
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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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from odoo import api, models, _ |
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from odoo.exceptions import ValidationError |
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class TierValidation(models.AbstractModel): |
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_inherit = "tier.validation" |
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@api.model |
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def _get_under_validation_exceptions(self): |
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res = super(TierValidation, self)._get_under_validation_exceptions() or [] |
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"""Extend for more field exceptions.""" |
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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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@api.multi |
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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([('res_id','=',partner.id),('model','=','res.partner')]) |
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if rec and rec.status == 'approved': |
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if not (partner.customer or partner.supplier): |
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raise ValidationError(_('Cannot Validate. Please configure partner %s as a Customer or Vendor or Both.') % (partner.display_name)) |
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else: |
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partner.state = 'approved' |
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# Need to override for Partner Tier Validation since can_review field is set to True based only |
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# if current user is a member of reviewer_ids. This can_review field is used to enable or disable the boolean |
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# field Is Customer / Is Vendor not only during the Validation process but even if it is in Approved State. |
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@api.multi |
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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')).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').mapped('reviewer_ids') |
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@api.multi |
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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(partner_ids=[self.env.user.partner_id.id,]) |
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return res |
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After Width: 128 | Height: 128 | Size: 9.2 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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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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<odoo> |
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<record id="partner_form_tier" model="ir.ui.view"> |
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<field name="name">partner.form.tier</field> |
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<field name="model">res.partner</field> |
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<field name="inherit_id" ref="base.view_partner_form"/> |
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<!--<field name="inherit_id" ref="product.product_template_form_view"/>--> |
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<field name="arch" type="xml"> |
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<xpath expr="/form/sheet" position="before"> |
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<header> |
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<field name="state" widget="statusbar" statusbar_visible="new, approved"/> |
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<button name="request_validation" |
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string="Request Validation" |
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attrs="{'invisible': ['|','|',('need_validation', '!=', True),('rejected','=',True),('state','not in',['new','to approve'])]}" |
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type="object"/> |
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<button name="restart_validation" |
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string="Restart Validation" |
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attrs="{'invisible': ['|',('review_ids', '=', []),('state','not in',['new','to approve'])]}" |
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type="object"/> |
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</header> |
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</xpath> |
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<header position="after"> |
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<field name="need_validation" invisible="1"/> |
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<field name="validated" invisible="1"/> |
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<field name="rejected" invisible="1"/> |
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<field name="reviewer_ids" invisible="1"/> |
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<div class="alert alert-warning" |
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role="alert" |
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attrs="{'invisible': ['|', '|', '|', |
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('validated', '=', True), ('state', 'not in', ['new','to approve']), |
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('rejected', '=', True), ('review_ids', '=', [])]}" |
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style="margin-bottom:0px;"> |
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<p><i class="fa fa-info-circle"/>This partner needs to be |
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approved before it can have transactions. |
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<field name="can_review" invisible="1"/> |
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<button name="validate_tier" |
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string="Validate" |
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attrs="{'invisible': [('can_review', '=', False)]}" |
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type="object" |
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class="oe_inline oe_button btn-success" |
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icon="fa-thumbs-up"/> |
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<button name="reject_tier" |
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string="Reject" |
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attrs="{'invisible': [('can_review', '=', False)]}" |
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type="object" |
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class="btn-icon btn-danger" |
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icon="fa-thumbs-down"/> |
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</p> |
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</div> |
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<div class="alert alert-success" |
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role="alert" |
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attrs="{'invisible': ['|', '|', ('validated', '!=', True), ('state', 'not in', ['new','to approve']), ('review_ids', '=', [])]}" |
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style="margin-bottom:0px;"> |
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<p><i class="fa fa-thumbs-up"/> Partner has been <b>approved and now can have transactions</b>!</p> |
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</div> |
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<div class="alert alert-danger" |
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role="alert" |
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attrs="{'invisible': ['|', '|', ('rejected', '!=', True), ('state', 'not in', ['new','to approve']), ('review_ids', '=', [])]}" |
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style="margin-bottom:0px;"> |
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<p><i class="fa fa-thumbs-down"/> Partner creation has been <b>rejected</b>.</p> |
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</div> |
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</header> |
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<xpath expr="//form/div[hasclass('oe_chatter')]" position="before"> |
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<field name="review_ids" widget="tier_validation" attrs="{'invisible':[('review_ids', '=', [])]}"/> |
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</xpath> |
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<xpath expr="//group[@name='sale']/field[@name='customer']" position="attributes"> |
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<attribute name="attrs">{'readonly': [('can_review', '=', False)]}</attribute> |
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</xpath> |
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<xpath expr="//group[@name='purchase']/field[@name='supplier']" position="attributes"> |
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<attribute name="attrs">{'readonly': [('can_review', '=', False)]}</attribute> |
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</xpath> |
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</field> |
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</record> |
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<record id="partner_form_tier_filter" model="ir.ui.view"> |
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<field name="name">partner.form.tier.filter</field> |
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<field name="model">res.partner</field> |
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<field name="inherit_id" ref="base.view_res_partner_filter"/> |
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<field name="arch" type="xml"> |
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<filter name="customer" position="before"> |
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<filter name="needs_review" string="Needs my Review" |
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domain="[('reviewer_ids','in',uid), ('state', 'not in', ['approved','to approve'])]" |
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help="Partner(s) to review"/> |
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<!--<filter name="tier_validated" string="Validated" |
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domain="[('validated', '=', True)]" |
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help="Partners validated or Approved"/>--> |
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</filter> |
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</field> |
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</record> |
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</odoo> |
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