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[17.0][MIG] partner_tier_validation: Migration to 17.0
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oca-travis authored and Patrick Wilson committed Nov 21, 2024
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83 changes: 45 additions & 38 deletions partner_tier_validation/README.rst
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Partner Tier Validation
=======================

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!! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
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: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/16.0/partner_tier_validation
:target: https://github.com/OCA/partner-contact/tree/17.0/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-16-0/partner-contact-16-0-partner_tier_validation
:target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-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/webui/builds.html?repo=OCA/partner-contact&target_branch=16.0
:target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|
|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.
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.
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.
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.
For this, the new Contact record is kept as "Archived" until it is
approved.

**Table of contents**

Expand All @@ -47,60 +50,64 @@ Installation
============

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

Usage
=====

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

#. 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.
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:

#. 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.

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.
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:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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:%2017.0%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>`_.
- `Open Source Integrators <https://opensourceintegrators.com>`__.

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

Maintainers
~~~~~~~~~~~
-----------

This module is maintained by the OCA.

Expand All @@ -120,6 +127,6 @@ 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/16.0/partner_tier_validation>`_ project on GitHub.
This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_tier_validation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 1 addition & 1 deletion partner_tier_validation/__manifest__.py
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{
"name": "Partner Tier Validation",
"summary": "Support a tier validation process for Contacts",
"version": "16.0.1.0.0",
"version": "17.0.1.0.0",
"website": "https://github.com/OCA/partner-contact",
"category": "Contact",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
Expand Down
102 changes: 102 additions & 0 deletions partner_tier_validation/i18n/es.po
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# 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
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# 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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