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609 lines
21 KiB
HTML
609 lines
21 KiB
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<title>Base Tier Validation</title>
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/*
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:Author: David Goodger (goodger@python.org)
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</head>
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<body>
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<div class="document" id="base-tier-validation">
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<h1 class="title">Base 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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!! source digest: sha256:985b9816d91b596431cb157813581e485b5dee02ac1d0625e208d1516f970a34
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external image-reference" 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 image-reference" href="https://github.com/OCA/server-ux/tree/17.0/base_tier_validation"><img alt="OCA/server-ux" src="https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/server-ux-17-0/server-ux-17-0-base_tier_validation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/server-ux&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>Validating some operations is a common need across different areas in a
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company and sometimes it also involves several people and stages in the
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process. With this module you will be able to define your custom
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validation workflows for any Odoo document.</p>
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<p>This module does not provide a functionality by itself but an abstract
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model to implement a validation process based on tiers on other models
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(e.g. purchase orders, sales orders, budgets, expenses…).</p>
|
||
|
|
<p><strong>Note:</strong> To be able to use this module in a new model you will need
|
||
|
|
some development.</p>
|
||
|
|
<p>See
|
||
|
|
<a class="reference external" href="https://github.com/OCA/purchase-workflow">purchase_tier_validation</a>
|
||
|
|
as an example of implementation.</p>
|
||
|
|
<p><strong>Table of contents</strong></p>
|
||
|
|
<div class="contents local topic" id="contents">
|
||
|
|
<ul class="simple">
|
||
|
|
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||
|
|
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
|
||
|
|
<li><a class="reference internal" href="#changelog" id="toc-entry-3">Changelog</a><ul>
|
||
|
|
<li><a class="reference internal" href="#section-1" id="toc-entry-4">17.0.1.0.0 (2024-01-10)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-2" id="toc-entry-5">14.0.1.0.0 (2020-11-19)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-3" id="toc-entry-6">13.0.1.2.2 (2020-08-30)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-4" id="toc-entry-7">12.0.3.3.1 (2019-12-02)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-5" id="toc-entry-8">12.0.3.3.0 (2019-11-27)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-6" id="toc-entry-9">12.0.3.2.1 (2019-11-26)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-7" id="toc-entry-10">12.0.3.2.0 (2019-11-25)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-8" id="toc-entry-11">12.0.3.1.0 (2019-07-08)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-9" id="toc-entry-12">12.0.3.0.0 (2019-12-02)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-10" id="toc-entry-13">12.0.2.1.0 (2019-05-29)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-11" id="toc-entry-14">12.0.2.0.0 (2019-05-28)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-12" id="toc-entry-15">12.0.1.0.0 (2019-02-18)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-13" id="toc-entry-16">11.0.1.0.0 (2018-05-09)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-14" id="toc-entry-17">10.0.1.0.0 (2018-03-26)</a></li>
|
||
|
|
<li><a class="reference internal" href="#section-15" id="toc-entry-18">9.0.1.0.0 (2017-12-02)</a></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-19">Bug Tracker</a></li>
|
||
|
|
<li><a class="reference internal" href="#credits" id="toc-entry-20">Credits</a><ul>
|
||
|
|
<li><a class="reference internal" href="#authors" id="toc-entry-21">Authors</a></li>
|
||
|
|
<li><a class="reference internal" href="#contributors" id="toc-entry-22">Contributors</a></li>
|
||
|
|
<li><a class="reference internal" href="#maintainers" id="toc-entry-23">Maintainers</a></li>
|
||
|
|
</ul>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="configuration">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||
|
|
<p>To configure this module, you need to:</p>
|
||
|
|
<ol class="arabic simple">
|
||
|
|
<li>Go to <em>Settings > Technical > Tier Validations > Tier Definition</em>.</li>
|
||
|
|
<li>Create as many tiers as you want for any model having tier validation
|
||
|
|
functionality.</li>
|
||
|
|
</ol>
|
||
|
|
<p><strong>Note:</strong></p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>If check <em>Notify Reviewers on Creation</em>, all possible reviewers will
|
||
|
|
be notified by email when this definition is triggered.</li>
|
||
|
|
<li>If check <em>Notify reviewers on reaching pending</em> if you want to send a
|
||
|
|
notification when pending status is reached. This is usefull in a
|
||
|
|
approve by sequence scenario to only notify reviewers when it is
|
||
|
|
their turn in the sequence.</li>
|
||
|
|
<li>If check <em>Comment</em>, reviewers can comment after click Validate or
|
||
|
|
Reject.</li>
|
||
|
|
<li>If check <em>Approve by sequence</em>, reviewers is forced to review by
|
||
|
|
specified sequence.</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="known-issues-roadmap">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
|
||
|
|
<p>This is the list of known issues for this module. Any proposal for
|
||
|
|
improvement will be very valuable.</p>
|
||
|
|
<ul>
|
||
|
|
<li><p class="first"><strong>Issue:</strong></p>
|
||
|
|
<p>When using approve_sequence option in any tier.definition there can
|
||
|
|
be inconsistencies in the systray notifications.</p>
|
||
|
|
<p><strong>Description:</strong></p>
|
||
|
|
<p>Field can_review in tier.review is used to filter out, in the systray
|
||
|
|
notifications, the reviews a user can approve. This can_review field
|
||
|
|
is updated <strong>in the database</strong> in method review_user_count, this can
|
||
|
|
make it very inconsistent for databases with a lot of users and
|
||
|
|
recurring updates that can change the expected behavior.</p>
|
||
|
|
</li>
|
||
|
|
<li><p class="first"><strong>Migration to 15.0:</strong></p>
|
||
|
|
<p>The parameter _tier_validation_manual_config will become False, on
|
||
|
|
14.0, the default value is True, as the change is applied after the
|
||
|
|
migration. In order to use the new behavior we need to modify the
|
||
|
|
value on our expected model.</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="changelog">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-3">Changelog</a></h1>
|
||
|
|
<div class="section" id="section-1">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-4">17.0.1.0.0 (2024-01-10)</a></h2>
|
||
|
|
<p>Migrated to Odoo 17. Merged module with tier_validation_waiting. To
|
||
|
|
support sending messages in a validation sequence when it is their turn
|
||
|
|
to validate.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-2">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-5">14.0.1.0.0 (2020-11-19)</a></h2>
|
||
|
|
<p>Migrated to Odoo 14.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-3">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-6">13.0.1.2.2 (2020-08-30)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>When using approve_sequence option in any tier.definition there can
|
||
|
|
be inconsistencies in the systray notifications</li>
|
||
|
|
<li>When using approve_sequence, still not approve only the needed
|
||
|
|
sequence, but also other sequence for the same approver</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-4">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-7">12.0.3.3.1 (2019-12-02)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Show comment on Reviews Table.</li>
|
||
|
|
<li>Edit notification with approve_sequence.</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-5">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-8">12.0.3.3.0 (2019-11-27)</a></h2>
|
||
|
|
<p>New features:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Add comment on Reviews Table.</li>
|
||
|
|
<li>Approve by sequence.</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-6">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-9">12.0.3.2.1 (2019-11-26)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Remove message_subscribe_users</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-7">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-10">12.0.3.2.0 (2019-11-25)</a></h2>
|
||
|
|
<p>New features:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Notify reviewers</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-8">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-11">12.0.3.1.0 (2019-07-08)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Singleton error</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-9">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-12">12.0.3.0.0 (2019-12-02)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Edit Reviews Table</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-10">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-13">12.0.2.1.0 (2019-05-29)</a></h2>
|
||
|
|
<p>Fixes:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Edit drop-down style width and position</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-11">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-14">12.0.2.0.0 (2019-05-28)</a></h2>
|
||
|
|
<p>New features:</p>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Pass parameters as functions.</li>
|
||
|
|
<li>Add Systray.</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-12">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-15">12.0.1.0.0 (2019-02-18)</a></h2>
|
||
|
|
<p>Migrated to Odoo 12.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-13">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-16">11.0.1.0.0 (2018-05-09)</a></h2>
|
||
|
|
<p>Migrated to Odoo 11.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-14">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-17">10.0.1.0.0 (2018-03-26)</a></h2>
|
||
|
|
<p>Migrated to Odoo 10.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="section-15">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-18">9.0.1.0.0 (2017-12-02)</a></h2>
|
||
|
|
<p>First version.</p>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="bug-tracker">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-19">Bug Tracker</a></h1>
|
||
|
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-ux/issues">GitHub Issues</a>.
|
||
|
|
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
|
||
|
|
<a class="reference external" href="https://github.com/OCA/server-ux/issues/new?body=module:%20base_tier_validation%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||
|
|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="credits">
|
||
|
|
<h1><a class="toc-backref" href="#toc-entry-20">Credits</a></h1>
|
||
|
|
<div class="section" id="authors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-21">Authors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>brain-tec AG</li>
|
||
|
|
<li>ForgeFlow</li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="contributors">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-22">Contributors</a></h2>
|
||
|
|
<ul class="simple">
|
||
|
|
<li>Lois Rilo <<a class="reference external" href="mailto:lois.rilo@forgeflow.com">lois.rilo@forgeflow.com</a>></li>
|
||
|
|
<li>Naglis Jonaitis <<a class="reference external" href="mailto:naglis@versada.eu">naglis@versada.eu</a>></li>
|
||
|
|
<li>Adrià Gil Sorribes <<a class="reference external" href="mailto:adria.gil@forgeflow.com">adria.gil@forgeflow.com</a>></li>
|
||
|
|
<li>Pimolnat Suntian <<a class="reference external" href="mailto:pimolnats@ecosoft.co.th">pimolnats@ecosoft.co.th</a>></li>
|
||
|
|
<li>Pedro Gonzalez <<a class="reference external" href="mailto:pedro.gonzalez@pesol.es">pedro.gonzalez@pesol.es</a>></li>
|
||
|
|
<li>Kitti U. <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>></li>
|
||
|
|
<li>Saran Lim. <<a class="reference external" href="mailto:saranl@ecosoft.co.th">saranl@ecosoft.co.th</a>></li>
|
||
|
|
<li>Carlos Lopez <<a class="reference external" href="mailto:celm1990@gmail.com">celm1990@gmail.com</a>></li>
|
||
|
|
<li>Javier Colmeiro <<a class="reference external" href="mailto:javier.colmeiro@braintec.com">javier.colmeiro@braintec.com</a>></li>
|
||
|
|
<li>bosd</li>
|
||
|
|
<li>Evan Soh <<a class="reference external" href="mailto:evan.soh@omnisoftsolution.com">evan.soh@omnisoftsolution.com</a>></li>
|
||
|
|
<li>Manuel Regidor <<a class="reference external" href="mailto:manuel.regidor@sygel.es">manuel.regidor@sygel.es</a>></li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div class="section" id="maintainers">
|
||
|
|
<h2><a class="toc-backref" href="#toc-entry-23">Maintainers</a></h2>
|
||
|
|
<p>This module is maintained by the OCA.</p>
|
||
|
|
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
|
|
<p>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.</p>
|
||
|
|
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
|
|
<p><a class="reference external image-reference" href="https://github.com/LoisRForgeFlow"><img alt="LoisRForgeFlow" src="https://github.com/LoisRForgeFlow.png?size=40px" /></a></p>
|
||
|
|
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-ux/tree/17.0/base_tier_validation">OCA/server-ux</a> project on GitHub.</p>
|
||
|
|
<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>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</body>
|
||
|
|
</html>
|