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<div class="document" id="base-tier-validation">
<h1 class="title">Base Tier Validation</h1>
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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&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>Validating some operations is a common need across different areas in a
company and sometimes it also involves several people and stages in the
process. With this module you will be able to define your custom
validation workflows for any Odoo document.</p>
<p>This module does not provide a functionality by itself but an abstract
model to implement a validation process based on tiers on other models
(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 &gt; Technical &gt; Tier Validations &gt; 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>
<p>To configure Tier Validation Exceptions, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Settings &gt; Technical &gt; Tier Validations &gt; Tier Validation
Exceptions</em>.</li>
<li>Create as many tiers validation exceptions as you want for any model
having tier validation functionality.</li>
<li>Add desired fields to be checked in <em>Fields</em>.</li>
<li>Add desired groups that can use this Exception in <em>Groups</em>.</li>
<li>You must check <em>Write under Validation</em>, <em>Write after Validation</em> or
both.</li>
</ol>
<p><strong>Note:</strong></p>
<ul class="simple">
<li>If you don’t create any exception, the Validated record will be
readonly and cannot be modified.</li>
<li>If check <em>Write under Validation</em>, records will be able to be
modified only in the defined fields when the Validation process is
ongoing.</li>
<li>If check <em>Write after Validation</em>, records will be able to be
modified only in the defined fields when the Validation process is
finished.</li>
<li>If check <em>Write after Validation</em> and <em>Write under Validation</em>,
records will be able to be modified defined fields always.</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 &lt;<a class="reference external" href="mailto:lois.rilo&#64;forgeflow.com">lois.rilo&#64;forgeflow.com</a>&gt;</li>
<li>Naglis Jonaitis &lt;<a class="reference external" href="mailto:naglis&#64;versada.eu">naglis&#64;versada.eu</a>&gt;</li>
<li>Adrià Gil Sorribes &lt;<a class="reference external" href="mailto:adria.gil&#64;forgeflow.com">adria.gil&#64;forgeflow.com</a>&gt;</li>
<li>Pimolnat Suntian &lt;<a class="reference external" href="mailto:pimolnats&#64;ecosoft.co.th">pimolnats&#64;ecosoft.co.th</a>&gt;</li>
<li>Pedro Gonzalez &lt;<a class="reference external" href="mailto:pedro.gonzalez&#64;pesol.es">pedro.gonzalez&#64;pesol.es</a>&gt;</li>
<li>Kitti U. &lt;<a class="reference external" href="mailto:kittiu&#64;ecosoft.co.th">kittiu&#64;ecosoft.co.th</a>&gt;</li>
<li>Saran Lim. &lt;<a class="reference external" href="mailto:saranl&#64;ecosoft.co.th">saranl&#64;ecosoft.co.th</a>&gt;</li>
<li>Carlos Lopez &lt;<a class="reference external" href="mailto:celm1990&#64;gmail.com">celm1990&#64;gmail.com</a>&gt;</li>
<li>Javier Colmeiro &lt;<a class="reference external" href="mailto:javier.colmeiro&#64;braintec.com">javier.colmeiro&#64;braintec.com</a>&gt;</li>
<li>bosd</li>
<li>Evan Soh &lt;<a class="reference external" href="mailto:evan.soh&#64;omnisoftsolution.com">evan.soh&#64;omnisoftsolution.com</a>&gt;</li>
<li>Manuel Regidor &lt;<a class="reference external" href="mailto:manuel.regidor&#64;sygel.es">manuel.regidor&#64;sygel.es</a>&gt;</li>
<li>Eduardo de Miguel &lt;<a class="reference external" href="mailto:edu&#64;moduon.team">edu&#64;moduon.team</a>&gt;</li>
<li><a class="reference external" href="https://xcg-consulting.fr">XCG Consulting</a>:<ul>
<li>Houzéfa Abbasbhay</li>
</ul>
</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>
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