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464 lines
14 KiB
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</head>
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<body>
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<div class="document" id="partner-tier-validation">
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<h1 class="title">Partner Tier Validation</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_tier_validation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>Adds an approval workflow to Partners.
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The default rule requires new company Contacts to be approved
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before they can be used.</p>
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<p>The rule can be extended to new non-company contact,
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but beware that may cause issues with automatically created new contacts,
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such as the ones generated when processing incoming emails.</p>
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<p>If the ‘Is Company’ or ‘Parent’ field changes then the contact is Request
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for approval.</p>
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<p>For this, the new Contact record is kept as “Archived” until it is approved.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#id1">Installation</a></h1>
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<p>This module depends on <tt class="docutils literal">base_tier_validation</tt>. You can find it at
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<a class="reference external" href="https://github.com/OCA/server-ux">OCA/server-ux</a></p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>Before using, check Contact Stages configuration,
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to ensure that the default stage has the “Related State” field
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set to “To Approve”.
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For example, having the “Draft” stage the default ensures this.</p>
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<p>A regular user creates a new Contact and sends it for approval:</p>
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<ol class="arabic simple">
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<li>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.</li>
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<li>Click on <em>Request Validation</em> button.</li>
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<li>In the <em>Reviews</em> section, at the bottom of the form, inspect the pending reviews and their status.</li>
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</ol>
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<p>The approver reviews Contacts to approve:</p>
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<ol class="arabic simple">
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<li>Navigate to the Contacts app, and select the filter “Needs my Approval”</li>
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<li>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.</li>
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<li>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.</li>
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</ol>
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<p>The Approve/Reject actions do not automatically change the State.
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This could be a future improvement.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tier_validation%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
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<ul class="simple">
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<li>Open Source Integrators</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://opensourceintegrators.com">Open Source Integrators</a>.<ul>
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<li>Antonio Yamuta <<a class="reference external" href="mailto:ayamuta@opensourceintegrators.com">ayamuta@opensourceintegrators.com</a>></li>
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<li>Daniel Reis <<a class="reference external" href="mailto:dreis@opensourceintegrators.com">dreis@opensourceintegrators.com</a>></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external" href="https://github.com/dreispt"><img alt="dreispt" src="https://github.com/dreispt.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation">OCA/partner-contact</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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</div>
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</body>
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</html>
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