Guewen Baconnier
10 years ago
2 changed files with 77 additions and 13 deletions
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================= |
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Partner Revisions |
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================= |
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|
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* Modèle de données et vues : création de la base du module ; création des |
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modèles sans logique et de leurs vues ; création d’un champ fonction pour |
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l’affichage des valeurs afin de pouvoir afficher les champs relation comme il |
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faut (“name” de la relation au lieu de l’id.) → le champ “backend_id” devra |
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être un champ de type “reference” car il peut être lié à plusieurs types de |
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backend différents ; |
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* Logique : gestion des états des entrées du journal ; application manuelle des |
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changements ; application automatique des entrées selon la configuration du |
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comportement par défaut ; ne pas appliquer automatiquement de changements si |
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une entrée plus récente existe (dans le cas de création d’entrée antidatée) ; |
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création d’entrée “validée” lors de saisie manuelle sur les partenaires ; |
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écriture de tests unitaires ; |
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Configuration |
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============= |
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|
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Access Rights |
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------------- |
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|
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The revisions rules must be edited by users with the group ``Revision |
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Configuration``. The revisions can be applied or canceled only by users |
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with the group ``Revisions Validations`` |
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Revision Rules |
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-------------- |
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The revision rules can be configured in ``Sales > Configuration > |
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Partner Revisions > Revision Fields Rules``. For each partner field, an |
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action can be defined: |
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* Auto: the changes made on this field are always applied |
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* Validate: the changes made on this field must be manually confirmed by |
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a 'Revision User' user |
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* Never: the changes made on this field are always refused |
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In any case, all the changes made by the users are always applied |
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directly on the users, but a 'validated' revision is created for the |
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history. |
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The supported fields are: |
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* Char |
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* Text |
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* Date |
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* Datetime |
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* Integer |
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* Float |
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* Boolean |
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* Many2one |
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Usage |
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===== |
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General case |
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------------ |
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When users modify the partners, new 'validated' revisions are created so |
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there is nothing to do. Addons wanting to create revisions which need a |
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validation should pass the key ``__revision_rules`` in the context when |
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they write on the partner. |
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Finding changesets |
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------------------ |
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A menu shows all the changesets in ``Sales > Configuration > Partner |
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Revisions > Partner Revision``. |
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However, it is more convenient to access them directly from the |
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partners. Pending revisions can be accessed directly from the top right |
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of the partners' view. A new filter on the partners shows the partners |
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having at least one pending revision. |
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Handling changesets |
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------------------- |
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A revision shows the list of the changes made on a partner. Some of the |
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changes may be 'Pending', some 'Accepted' or 'Rejected' according to the |
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revision rules. The only changes that need an action from the user are |
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'Pending' changes. When a change is accepted, the value is written on |
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the user. |
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The changes view shows the name of the partner's field, the Origin value |
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and the New value alongside the state of the change. By clicking on the |
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change in some cases a more detailed view is displayed, for instance, |
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links for relations can be clicked on. |
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A button on a changeset allows to apply or reject all the changes at |
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once. |
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