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[18.0][MIG] partner_tier_validation: Migrate to 18.0 #1975

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43b5d5b
[ADD] partner_tier_validation
dreispt Feb 16, 2021
677df9e
[14.0][MIG]partner_tier_validation
Freni-OSI Feb 17, 2021
b000a94
[14.0][IMP]Improved partner_tier_validation
Freni-OSI Mar 3, 2021
2e20992
[FIX] partner_tier_validation: workflow was not working
dreispt Mar 24, 2021
4aca6dc
partner_tier_validation 14.0.1.1.0
oca-travis Mar 3, 2021
f662a19
[IMP]
patrickrwilson May 19, 2021
3baeaed
partner_tier_validation 14.0.2.0.0
oca-travis May 28, 2021
21889ad
[FIX] partner_tier_validation: Defer rule activation for compatibility
victoralmau Oct 11, 2021
29dfbdc
[REF] partner_tier_validation: do not archive, depend on partner_stage
dreispt Feb 1, 2022
1240b69
partner_tier_validation 14.0.3.0.0
oca-travis Nov 11, 2021
608b159
[FIX] partner_tier_validation: create does not need custom code, rest…
dreispt Feb 24, 2022
e8c848f
[FIX] partner_tier_validation: fix tests
dreispt Mar 3, 2022
1c1ea3a
partner_tier_validation 14.0.3.0.1
OCA-git-bot Mar 4, 2022
d7ddb43
[IMP] partner_tier_validation (Prevent bypass)
patrickrwilson Apr 27, 2022
ed20d96
partner_tier_validation 14.0.3.0.2
OCA-git-bot Apr 30, 2022
34652c1
[IMP] partner_tier_validation: black, isort, prettier
BT-dmontull Sep 14, 2022
df7cc35
[15.0][MIG] partner_tier_validation: Migration to 15.0
BT-dmontull Sep 14, 2022
7ca0abe
[IMP] partner_tier_validation: pre-commit stuff
Urvisha-OSI Mar 20, 2023
3385cde
[MIG] partner_tier_validation: Migrated to 16.0
Urvisha-OSI Mar 20, 2023
9f13123
[17.0][MIG] partner_tier_validation: Migration to 17.0
oca-travis Apr 26, 2022
e458034
[IMP] partner_tier_validation: pre-commit auto fixes
miikanissi Feb 4, 2025
126b7e9
[MIG] partner_tier_validation: Migration to 18.0
miikanissi Feb 4, 2025
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132 changes: 132 additions & 0 deletions partner_tier_validation/README.rst
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=======================
Partner Tier Validation
=======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:9c73b63ccfd535f534a90c91b546a7e74ee154e166300604fe4963b97723e866
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/18.0/partner_tier_validation
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-18-0/partner-contact-18-0-partner_tier_validation
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Adds an approval workflow to Partners. The default rule requires new
company Contacts to be approved before they can be used.

The rule can be extended to new non-company contact, but beware that may
cause issues with automatically created new contacts, such as the ones
generated when processing incoming emails.

If the 'Is Company' or 'Parent' field changes then the contact is
Request for approval.

For this, the new Contact record is kept as "Archived" until it is
approved.

**Table of contents**

.. contents::
:local:

Installation
============

This module depends on ``base_tier_validation``. You can find it at
`OCA/server-ux <https://github.com/OCA/server-ux>`__

Usage
=====

Before using, check Contact Stages configuration, to ensure that the
default stage has the "Related State" field set to "To Approve". For
example, having the "Draft" stage the default ensures this.

A regular user creates a new Contact and sends it for approval:

1. Create a Contact triggering at least one "Tier Definition". The
Contact will be in Draft state and marked as Archived until approved.
2. Click on *Request Validation* button.
3. In the *Reviews* section, at the bottom of the form, inspect the
pending reviews and their status.

The approver reviews Contacts to approve:

1. Navigate to the Contacts app, and select the filter "Needs my
Approval"
2. Open the Contact form to approve. It will display a "This Records
needs to be validated" banner, with "Validate" and "Reject" options.
3. The approver can change the state to "Active". This will
automatically unarchive the record and make it available to be used.

The Approve/Reject actions do not automatically change the State. This
could be a future improvement.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tier_validation%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators

Contributors
------------

- `Open Source Integrators <https://opensourceintegrators.com>`__.

- Antonio Yamuta <[email protected]>
- Daniel Reis <[email protected]>
- Urvisha Desai <[email protected]>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
:target: https://github.com/dreispt
:alt: dreispt

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-dreispt|

This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/18.0/partner_tier_validation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions partner_tier_validation/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import models
18 changes: 18 additions & 0 deletions partner_tier_validation/__manifest__.py
Original file line number Diff line number Diff line change
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# Copyright 2019 Open Source Integrators
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Partner Tier Validation",
"summary": "Support a tier validation process for Contacts",
"version": "18.0.1.0.0",
"website": "https://github.com/OCA/partner-contact",
"category": "Contact",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"depends": ["contacts", "base_tier_validation", "partner_stage"],
"data": [
"data/tier_definition.xml",
"views/res_partner_view.xml",
],
"maintainers": ["dreispt"],
}
11 changes: 11 additions & 0 deletions partner_tier_validation/data/tier_definition.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,11 @@
<odoo noupdate="1">
<record id="partner_tier_definition_company_only" model="tier.definition">
<field name="name">Validate New Company</field>
<field name="model_id" ref="base.model_res_partner" />
<field name="review_type">group</field>
<field name="reviewer_group_id" ref="base.group_user" />
<field name="definition_type">domain</field>
<field name="active" eval="False" />
<field name="definition_domain">[["is_company","=",True]]</field>
</record>
</odoo>
102 changes: 102 additions & 0 deletions partner_tier_validation/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,102 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_tier_validation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-11-03 21:36+0000\n"
"Last-Translator: Ivorra78 <[email protected]>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__can_review
msgid "Can Review"
msgstr "Puede Revisar"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_res_partner
msgid "Contact"
msgstr "Contacto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__has_comment
msgid "Has Comment"
msgstr "Tiene Comentario"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__need_validation
msgid "Need Validation"
msgstr "Necesita Validación"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Needs my Approval"
msgstr "Necesita mi aprobación"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__next_review
msgid "Next Review"
msgstr "Siguiente Revisión"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Partner(s) to Approve"
msgstr "Socio(s) a aprobar"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected
msgid "Rejected"
msgstr "Rechazado/a"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected_message
msgid "Rejected Message"
msgstr "Mensaje rechazado"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__reviewer_ids
msgid "Reviewers"
msgstr "Revisores"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_tier_definition
msgid "Tier Definition"
msgstr "Definición del nivel"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__to_validate_message
msgid "To Validate Message"
msgstr "Para validar el mensaje"

#. module: partner_tier_validation
#: model:tier.definition,name:partner_tier_validation.partner_tier_definition_company_only
msgid "Validate New Company"
msgstr "Validar nueva compañía"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated
msgid "Validated"
msgstr "Validada"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated_message
msgid "Validated Message"
msgstr "Mensaje Validado"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validation_status
msgid "Validation Status"
msgstr "Estado de la Validación"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__review_ids
msgid "Validations"
msgstr "Validaciones"
102 changes: 102 additions & 0 deletions partner_tier_validation/i18n/it.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,102 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_tier_validation
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-12-27 11:42+0000\n"
"Last-Translator: mymage <[email protected]>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__can_review
msgid "Can Review"
msgstr "Può revisionare"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_res_partner
msgid "Contact"
msgstr "Contatto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__has_comment
msgid "Has Comment"
msgstr "Ha commenti"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__need_validation
msgid "Need Validation"
msgstr "Richiede validazione"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Needs my Approval"
msgstr "Richiede la mia approvazione"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__next_review
msgid "Next Review"
msgstr "Prossima revisione"

#. module: partner_tier_validation
#: model_terms:ir.ui.view,arch_db:partner_tier_validation.partner_form_tier_filter
msgid "Partner(s) to Approve"
msgstr "Partner da approvare"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected
msgid "Rejected"
msgstr "Respinto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__rejected_message
msgid "Rejected Message"
msgstr "Messaggio di rifiuto"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__reviewer_ids
msgid "Reviewers"
msgstr "Revisori"

#. module: partner_tier_validation
#: model:ir.model,name:partner_tier_validation.model_tier_definition
msgid "Tier Definition"
msgstr "Definizione livello"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__to_validate_message
msgid "To Validate Message"
msgstr "Messaggio per 'Da validare'"

#. module: partner_tier_validation
#: model:tier.definition,name:partner_tier_validation.partner_tier_definition_company_only
msgid "Validate New Company"
msgstr "Valida nuova azienda"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated
msgid "Validated"
msgstr "Validato"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validated_message
msgid "Validated Message"
msgstr "Messaggio per 'Validato'"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__validation_status
msgid "Validation Status"
msgstr "Stato validazione"

#. module: partner_tier_validation
#: model:ir.model.fields,field_description:partner_tier_validation.field_res_partner__review_ids
msgid "Validations"
msgstr "Validazioni"
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