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Partner Tier Validation
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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:
#. Create a Contact triggering at least one "Tier Definition".
The Contact will be in Draft state and marked as Archived until approved.
#. Click on *Request Validation* button.
#. In the *Reviews* section, at the bottom of the form, inspect the pending reviews and their status.
The approver reviews Contacts to approve:
#. Navigate to the Contacts app, and select the filter "Needs my Approval"
#. Open the Contact form to approve. It will display a
"This Records needs to be validated" banner, with "Validate" and "Reject" options.
#. 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 smashing it by providing a detailed and welcomed
`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**>`_.
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 <ayamuta@opensourceintegrators.com>
* Daniel Reis <dreis@opensourceintegrators.com>
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.
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:alt: dreispt
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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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.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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