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partner_identification: several fix/imp

* [IMP] improve module description
* [IMP] Remove useless comments
* [FIX] Complete incomplete sentence
* [IMP] Replace field 'state' by 'status' in res_partner_id_number
* [IMP] Add new field 'Place of Issuance'
* [FIX] Readme formatting
* [IMP] status is now a selection field
* [IMP] use method to provide the default value for validation_code
* [IMP] Add help texts
* [FIX] Add missing constrains on category_id in res_partner.id_number
        The number must be validated also when we change the category
pull/526/head
Laurent Mignon (ACSONE) 9 years ago
committed by Simone Orsi
parent
commit
dd1a9b3a1f
  1. 46
      partner_identification/README.rst
  2. 4
      partner_identification/__openerp__.py
  3. 25
      partner_identification/models/res_partner_id_category.py
  4. 43
      partner_identification/models/res_partner_id_number.py
  5. 42
      partner_identification/tests/test_partner_identification.py
  6. 3
      partner_identification/views/res_partner_id_number_view.xml

46
partner_identification/README.rst

@ -7,11 +7,11 @@ Partner Identification Numbers
============================== ==============================
This module allows to manage all sort of identification numbers This module allows to manage all sort of identification numbers
and certificates which are assigned to a partner and vary from country
to country.
and certificates which are assigned to a partner (company or individual)
and vary from country to country.
* Commercial register * Commercial register
* VAT ID (eventually)
* VAT ID
* Fiscal ID's * Fiscal ID's
* Membership numbers * Membership numbers
* Driver license * Driver license
@ -21,7 +21,7 @@ to country.
Installation Installation
============ ============
Install this addon from Settings > Local Modules, as usual.
No specific installation step required
Configuration Configuration
@ -30,9 +30,13 @@ Configuration
Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories. Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories.
For example, we create a category 'Driver License': For example, we create a category 'Driver License':
* Name : Name of this ID type. For example, 'Driver License'
* Code : Code, abbreviation or acronym of this ID type. For example, 'driver_license'
* Python validation code: Optional python code called to validate ID numbers of this ID type.
Name:
Name of this ID type. For example, 'Driver License'
Code:
Code, abbreviation or acronym of this ID type. For example, 'driver_license'
Python validation code:
Optional python code called to validate ID numbers of this ID type.
Usage Usage
===== =====
@ -40,12 +44,22 @@ Usage
In partner form you will see another tab called 'ID Numbers'. You can add In partner form you will see another tab called 'ID Numbers'. You can add
any IDs to this partner, defining: any IDs to this partner, defining:
* Category : ID type defined in configuration. For example, Driver License
* ID Number : The ID itself. For example, Driver License number of this person
* Issued by : Another partner, who issued this ID. For example, Traffic National Institution
* Valid from : Issued date. For example, date when person approved his driving exam, 21/10/2009
* Valid until : Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
* Notes : Any further information related with this ID. For example, vehicle types this person can drive
Category:
ID type defined in configuration. For example, Driver License
ID Number:
The ID itself. For example, Driver License number of this person
Issued by:
Another partner, who issued this ID. For example, Traffic National Institution
Place of Issuance:
The place where the ID has been issued. For example the country for passports and visa
Valid from:
Issued date. For example, date when person approved his driving exam, 21/10/2009
Valid until:
Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
Status:
ID status. For example new/to renew/expired
Notes:
Any further information related with this ID. For example, vehicle types this person can drive
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot :alt: Try me on Runbot
@ -55,8 +69,8 @@ any IDs to this partner, defining:
Known issues / Roadmap Known issues / Roadmap
====================== ======================
If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.
* If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.
Bug Tracker Bug Tracker
@ -71,6 +85,7 @@ partner_contact/issues/new?body=module:%20
partner_identifiers%0Aversion:%20 partner_identifiers%0Aversion:%20
9.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. 9.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits Credits
======= =======
@ -98,4 +113,3 @@ promote its widespread use.
To contribute to this module, please visit https://odoo-community.org. To contribute to this module, please visit https://odoo-community.org.

4
partner_identification/__openerp__.py

@ -9,18 +9,15 @@
# © 2016 ACSONE SA/NV (<http://acsone.eu>) # © 2016 ACSONE SA/NV (<http://acsone.eu>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{ {
# Addon information
'name': 'Partner Identification Numbers', 'name': 'Partner Identification Numbers',
'category': 'Customer Relationship Management', 'category': 'Customer Relationship Management',
'version': '9.0.1.0.0', 'version': '9.0.1.0.0',
# Views templates, pages, menus, options and snippets
'data': [ 'data': [
'views/res_partner_id_category_view.xml', 'views/res_partner_id_category_view.xml',
'views/res_partner_id_number_view.xml', 'views/res_partner_id_number_view.xml',
'views/res_partner_view.xml', 'views/res_partner_view.xml',
'security/ir.model.access.csv', 'security/ir.model.access.csv',
], ],
# Your information
'author': 'ChriCar Beteiligungs- und Beratungs- GmbH, ' 'author': 'ChriCar Beteiligungs- und Beratungs- GmbH, '
'Antiun Ingeniería S.L.', 'Antiun Ingeniería S.L.',
'Camptocamp,' 'Camptocamp,'
@ -29,5 +26,4 @@
'website': 'https://odoo-community.org/', 'website': 'https://odoo-community.org/',
'license': 'AGPL-3', 'license': 'AGPL-3',
'installable': True, 'installable': True,
} }

25
partner_identification/models/res_partner_id_category.py

@ -20,19 +20,26 @@ class ResPartnerIdCategory(models.Model):
_name = "res.partner.id_category" _name = "res.partner.id_category"
_order = "name" _order = "name"
code = fields.Char(string="Code", size=16, required=True)
name = fields.Char(string="ID name", required=True, translate=True)
def _default_validation_code(self):
return _("\n# Python code. Use failed = True to specify that the id "
"number is not valid.\n"
"# You can use the following variables :\n"
"# - self: browse_record of the current ID Category "
"browse_record\n"
"# - id_number: browse_record of ID number to validate")
code = fields.Char(
string="Code", size=16, required=True,
help="Abbreviation or acronym of this ID type. For example, "
"'driver_license'")
name = fields.Char(
string="ID name", required=True, translate=True,
help="Name of this ID type. For example, 'Driver License'")
active = fields.Boolean(string="Active", default=True) active = fields.Boolean(string="Active", default=True)
validation_code = fields.Text( validation_code = fields.Text(
'Python validation code', 'Python validation code',
help="Python code called to validate an id number.", help="Python code called to validate an id number.",
default="""
# Python code. Use failed = True to .
# You can use the following variables :
# - self: browse_record of the current ID Category browse_record
# - id_number: browse_record of ID number to validte
"""
)
default=_default_validation_code)
@api.multi @api.multi
def _validation_eval_context(self, id_number): def _validation_eval_context(self, id_number):

43
partner_identification/models/res_partner_id_number.py

@ -16,20 +16,43 @@ class ResPartnerIdNumber(models.Model):
_name = "res.partner.id_number" _name = "res.partner.id_number"
_order = "name" _order = "name"
@api.constrains('name')
@api.constrains('name', 'category_id')
def validate_id_number(self): def validate_id_number(self):
self.category_id.validate_id_number(self) self.category_id.validate_id_number(self)
name = fields.Char(string="ID Number", required=True)
category_id = fields.Many2one(string="Category", required=True,
comodel_name='res.partner.id_category')
name = fields.Char(
string="ID Number", required=True,
help="The ID itself. For example, Driver License number of this "
"person")
category_id = fields.Many2one(
string="Category", required=True,
comodel_name='res.partner.id_category',
help="ID type defined in configuration. For example, Driver License")
partner_id = fields.Many2one(string="Partner", required=True, partner_id = fields.Many2one(string="Partner", required=True,
comodel_name='res.partner') comodel_name='res.partner')
partner_issued_id = fields.Many2one(string="Issued by",
comodel_name='res.partner')
date_issued = fields.Date(string="Issued on")
valid_from = fields.Date(string="Valid from")
valid_until = fields.Date(string="Valid until")
partner_issued_id = fields.Many2one(
string="Issued by", comodel_name='res.partner',
help="Another partner, who issued this ID. For example, Traffic "
"National Institution")
place_issuance = fields.Char(
string="Place of Issuance",
help="The place where the ID has been issued. For example the country "
"for passports and visa")
date_issued = fields.Date(
string="Issued on",
help="Issued date. For example, date when person approved his driving "
"exam, 21/10/2009")
valid_from = fields.Date(
string="Valid from",
help="Validation period stating date.")
valid_until = fields.Date(
string="Valid until",
help="Expiration date. For example, date when person needs to renew "
"his driver license, 21/10/2019")
comment = fields.Text(string="Notes") comment = fields.Text(string="Notes")
state = fields.Char(string="State", size=16)
status = fields.Selection(
[('draft', 'New'),
('open', 'Running'),
('pending', 'To Renew'),
('close', 'Expired')])
active = fields.Boolean(string="Active", default=True) active = fields.Boolean(string="Active", default=True)

42
partner_identification/tests/test_partner_identification.py

@ -21,13 +21,13 @@ class TestPartnerIdentificationBase(common.TransactionCase):
partner_1 = self.env.ref('base.res_partner_1') partner_1 = self.env.ref('base.res_partner_1')
self.assertEquals(len(partner_1.id_numbers), 0) self.assertEquals(len(partner_1.id_numbers), 0)
with self.assertRaises(IntegrityError), self.cr.savepoint(): with self.assertRaises(IntegrityError), self.cr.savepoint():
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234', 'name': '1234',
})]
partner_1.id_numbers = [(0, 0, {
})]})
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234', 'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})
self.assertEquals(len(partner_1.id_numbers), 1) self.assertEquals(len(partner_1.id_numbers), 1)
self.assertEquals(partner_1.id_numbers.name, '1234') self.assertEquals(partner_1.id_numbers.name, '1234')
@ -45,17 +45,31 @@ if id_number.name != '1234':
}) })
partner_1 = self.env.ref('base.res_partner_1') partner_1 = self.env.ref('base.res_partner_1')
with self.assertRaises(ValidationError), self.cr.savepoint(): with self.assertRaises(ValidationError), self.cr.savepoint():
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '01234', 'name': '01234',
'category_id': partner_id_category
})]
partner_1.id_numbers = [(0, 0, {
'category_id': partner_id_category.id
})]})
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234', 'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})
self.assertEquals(len(partner_1.id_numbers), 1) self.assertEquals(len(partner_1.id_numbers), 1)
self.assertEquals(partner_1.id_numbers.name, '1234') self.assertEquals(partner_1.id_numbers.name, '1234')
partner_id_category2 = self.env['res.partner.id_category'].create({
'code': 'id_code2',
'name': 'id_name2',
'validation_code': """
if id_number.name != '1235':
failed = True
"""})
# check that the constrains is also checked when we change the
# associated category
with self.assertRaises(ValidationError), self.cr.savepoint():
partner_1.id_numbers.write({
'category_id': partner_id_category2.id
})
def test_bad_calidation_code(self): def test_bad_calidation_code(self):
partner_id_category = self.env['res.partner.id_category'].create({ partner_id_category = self.env['res.partner.id_category'].create({
'code': 'id_code', 'code': 'id_code',
@ -67,7 +81,7 @@ if id_number.name != '1234' # missing :
}) })
partner_1 = self.env.ref('base.res_partner_1') partner_1 = self.env.ref('base.res_partner_1')
with self.assertRaises(ValidationError): with self.assertRaises(ValidationError):
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234', 'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})

3
partner_identification/views/res_partner_id_number_view.xml

@ -13,8 +13,10 @@
<field name="name" /> <field name="name" />
<field name="partner_issued_id" /> <field name="partner_issued_id" />
<field name="date_issued" /> <field name="date_issued" />
<field name="place_issuance" />
<field name="valid_from" /> <field name="valid_from" />
<field name="valid_until" /> <field name="valid_until" />
<field name="status" />
</group> </group>
<separator colspan="4" string="Notes"/> <separator colspan="4" string="Notes"/>
<field name="comment" colspan="4" nolabel="1"/> <field name="comment" colspan="4" nolabel="1"/>
@ -34,6 +36,7 @@
<field name="date_issued" /> <field name="date_issued" />
<field name="valid_from" /> <field name="valid_from" />
<field name="valid_until" /> <field name="valid_until" />
<field name="status" />
</tree> </tree>
</field> </field>
</record> </record>

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