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=======================
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Partner Tier Validation
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=======================
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2021-04-28 15:43:20 +00:00
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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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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
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:target: https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation
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:alt: OCA/partner-contact
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_tier_validation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/134/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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2021-04-28 15:43:20 +00:00
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Adds an approval workflow to Partners.
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2021-05-30 02:14:14 +00:00
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The default rule requires new company Contacts to be approved
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before they can be used.
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2021-05-30 02:14:14 +00:00
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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.
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If the 'Is Company' or 'Parent' field changes then the contact is Request
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for approval.
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For this, the new Contact record is kept as "Archived" until it is approved.
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**Table of contents**
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.. contents::
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:local:
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2021-04-28 15:43:20 +00:00
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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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Usage
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=====
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A regular user creates a new Contact and sends it for approval:
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#. 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.
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#. Click on *Request Validation* button.
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#. In the *Reviews* section, at the bottom of the form, inspect the pending reviews and their status.
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The approver reviews Contacts to approve:
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#. Navigate to the Contacts app, and select the filter "Needs my Approval"
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#. 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.
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#. 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.
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The Approve/Reject actions do not automatically change the State.
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This could be a future improvement.
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Bug Tracker
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===========
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2021-04-28 15:43:20 +00:00
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
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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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`feedback <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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Open Source Integrators
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Contributors
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~~~~~~~~~~~~
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* `Open Source Integrators <https://opensourceintegrators.com>`_.
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2021-04-28 15:43:20 +00:00
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* Antonio Yamuta <ayamuta@opensourceintegrators.com>
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* Daniel Reis <dreis@opensourceintegrators.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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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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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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2021-04-28 15:43:20 +00:00
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This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/14.0/partner_tier_validation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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